(a) 3 years from the date of submission of the final expenditure report or, for Federal awards that are renewed quarterly or annually, from the date of the submission of the quarterly or annual financial report, respectively, as reported to the Federal awarding agency or pass-through entity in the case of a subrecipient, purge. Prior to purge, confirm with units managing technology transfer, intellectual property and export controls have copies of any contracts or agreements required to support their work;

(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.