206 30 305

Activity
II.06. ACADEMICS, INSTRUCTION AND RESEARCH/Research
Series Name
Sponsored Research Post-Award Phase: Award Acceptance and Establishment
Series ID
206-30-305
Custodians
Any creating unit
Research and Innovation: Sponsored Project Services
Description

Document establishment and administration of individually sponsored grant and contract funds and accounts.

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

  • notice of award;
  • account request forms and related set up documentation;
  • payroll set up;
  • subagreement/subaward establishment.
  • related documentation.
Retention and Disposal Instructions

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, unless otherwise specified by the terms of the agreement, purge.

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.

Citations
2 CFR 230.333 - Uniform administrative requirements, cost principles, and audit…