206 30 375

Activity
II.06. ACADEMICS, INSTRUCTION AND RESEARCH/Research
Series Name
Sponsored Research Post-Award Phase Closeout: Returned Overhead
Series ID
206-30-375
Custodians
Research and Innovation: Sponsored Project Services
Research and Innovation: Research Finance and Business Administration
Description

Document returned overhead costs for institutional departments, specifically related to the returned overhead report and the final report issued for budget adjustments.

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

  • spreadsheets;
  • work sheets;
  • 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 200.343 - Closeout
OAR Predecessors
OAR 166-475-0060 (4) Grant Indirect Cost/Returned Overhead Records