404 10 210

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.

Custodian

Any unit commissioning the study or report

Records Retention Schedule Menu

Records Retention Schedule

404 10 210