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2014 California Rules of Court

Rule 10.501. Maintenance of budget and management information

(a) Maintenance of information by the superior court

Each superior court must maintain for a period of three years from the close of the fiscal year to which the following relate:

(1)Official documents of the superior court pertaining to the approved superior court budget allocation adopted by the Judicial Council and actual final year-end superior court revenue and expenditure reports as required in budget procedures issued by the Administrative Office of the Courts to be maintained or reported to the council, including budget allocation, revenue, and expenditure reports;

(2)Records or other factual management information on matters that are within the scope of representation as defined in Government Code section 71634 unless distribution is otherwise precluded by law; and

(3)Records or other factual management information on other matters referred to in Government Code section 71634 unless distribution is otherwise precluded by law.

(b) Maintenance of information by the Administrative Office of the Courts

The Administrative Office of the Courts must maintain for a period of three years from the close of the fiscal year to which the following relate:

(1)Official approved budget allocations for each superior court;

(2)Actual final year-end superior court revenue and expenditure reports required by budget procedures issued by the Administrative Office of the Courts to be maintained or reported to the council that are received from the courts, including budget revenues and expenditures for each superior court;

(3)Budget priorities as adopted by the council; and

(4)Documents concerning superior court budgets considered or adopted by the council at council business meetings on court budgets.

Rule 10.501 adopted effective January 1, 2010.

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