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Records Retention Schedule

Academic / Student Records

Personnel and Human Resources Records

Administrative Records

ID ​TitleDescription

Creator / Responsible Unit

Retention Period

After Retention

A1

General Administration Records

Records that document the long-range development of the University, departments, and programs as well as providing insight into the daily operations of university units. Records include Academic program records, administrative files, SO appointment books / calendars, project files and reports, long-range plans, memos (of importance), statistical and data files, strategic plans, and other such documents.

University Units that Create the Records

7 years

Transfer to Archives

​A2

​Committee and Meeting Records

​Documents related to non-confidential or non-privileged work undertaken by committees, councils, and task forces organized by the University or external to and reporting to the University.

​University Units that Create the Records

7 years

Transfer to Archives

​A3

Policies and Procedures Records

These records include University and campus-specific policy documents and administrative procedure manuals detailing requirements or expectations in conducting day-to-day work at the University.

​Office of General Counsel

​Superseded + 1 year

Transfer to Archives

​A4Accreditation Records​

​Records documenting the accreditation review process of various external governing boards including evidence, recommendations, self-studies, program reviews, meeting minutes, and reports.

SOs, Deans of Academic Units

10 years​

​Transfer to Archives

​A5

Federal Disclosure and Compliance Documents

Reports verifying compliance with disclosure requirements regarding federal and state laws related to students and higher education.

SOs, Deans, Athletics, Office of Research Compliance, General Counsel, ORGS

​Permanent

​Transfer to Archives

​A6

FERPA Compliance Records

Includes requests for nondisclosure of directory information, requests for formal hearings, waivers for rights of access, and written consent for records disclosure.

SOs, Registrar

​100 years

​Dispose - Could this be added to the University Archives? Check here.

​A7

​Authorizations and Access Controls Records

Documents used in tracking permission to use or access University resources including building access permissions, IT security access permissions, and documents related to distribution of keys and access codes.

​University Units that Create the Records

2 years

​Dispose - Could this be added to the University Archives? Check here.

​A8

Inventory Management Records

​Documents used in support and management of University resources such as moveable equipment, IT materials, and other inventory property of the University.

University Units that Create the Records

​Active + 4 years

​Dispose - Could this be added to the University Archives? Check here.

​A9

Publications

​Final versions of University and University-unit publications including Bulletins, event and commencement programs, newsletters, calendars, advertisements, postcards, brochures, and other publicity material.

​UComm, University Units that Create the Records

Immediate Transfer to Archives​

Transfer to Archives

​A10

Marketing and Events Records

​Materials related to events held in University facilities or sponsored by the University in any facility such as Advancement activities, athletics, performing arts, and campus invitees. Materials include media files, publicity files, correspondence, schedules, and other administrative records.

University Units that Create the Records

​3 years

​Transfer to Archives

​A11

​Course Schedules and Class Schedules

​Information about courses on offer at the University that is not documented in the Bulletins such as section numbers, schedules, enrollment limits, and other information.

Registrar, University Units that Create the Records

Permanent

Transfer to Archives​

​A12

​Working Documents and Drafts

Important University documents used in carrying out business including but not limited to policy creation, curricula, facilities administration, accreditation and program review, projects, programs, research, and personal reference, but having no long-term historical value.

​University Units that Create the Records

​As long as useful

​Dispose

​A13

​Facilities Documents

​Records related to the construction, maintenance, and operations of University facilities including but not limited to construction proposals, budgets, architectural plans, blueprints, and shop drawings.

​SOs, Facilities Management, General Counsel

​Life of the Facility

Transfer to Archives

​A14
​​

Environmental Health and Safety Documents

​Materials related to operations of and compliance with environmental health and safety regulations including but not limited to documents pertaining to accident reports, environmental policies, fire alarm and suppression systems, MSDS sheets, hazardous waste, and training of staff.

​Environmental Health and Safety

Active + 30 years

​Dispose - Could this be added to the University Archives? Check here.

​A15

​Civil Rights Compliance Files

​Documents pertaining to the University's compliance with Federal and State statutes regarding discrimination, harassment, and sexual misconduct.

​OCRIE

​In accordance with State and/or Federal Statute

​Dispose - Could this be added to the University Archives? Check here.

​A16

​Civil Rights Complaint Case Files

​Records documenting the investigations of the Office of Civil Rights and Institutional Equity into complaints of discrimination, harassment, or sexual misconduct.

​OCRIE

​7 years

​Dispose - Could this be added to the University Archives? Check here.


Business and Financial Records

Law Enforcement Records

Non-Records


 Updated June 5, 2019