(a) 3 years after the date of the submission of the final expenditure report to the funding agency, unless otherwise specified by the terms of the agreement, purge;

(b) contracts, grants, or any other agreements with a foreign entity reported in senior/key personnel current and pending support document submitted to the National Science Foundation or the U.S. Department of Agriculture  must be maintained for 4 years after the gift or contract agreement; the date on which the gift or contract agreement terminates; or the last day of any period that applicable state public record law requires a copy to be maintained, per Important Notice No. 149 (2025) and Secretary’s Memorandum SM 1078-014 (2025).

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.