RRS_Series: Consulting Studies and Reports

Activity
IV.04. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Business Affairs
Series Name
Consulting Studies and Reports
Series ID
404-10-210
Description

Document consulting studies and reports prepared by independent third parties or internal groups about evaluating university programs and/or processes. Does not include audits or self-studies for accreditation, committee work product, or investigative reports. 

These records found in all media (paper, digital, or other) may include but are not limited to: 

  • studies or reports; 
  • related documentation and correspondence, including e-mail. 
Retention and Disposal Instructions

(a) 10 years after issued, transfer final study or reports that resulted in a major change to policy or practice, to University Archives; 

(b) 10 years after issued, purge other related documentation. 

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.