RRS_Series: Contracts and Agreements

Activity
IV.09. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Purchasing and Contracting
Series Name
Contracts and Agreements
Series ID
409-30-105
Description

Document competitive bidding process, negotiation, execution, completion, and termination of legal agreements between the University and other parties. Does not include construction contracts, property records, agreements related to export controls or collective bargaining agreements.  

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

  • Requests for Information (RFIs); 
  • Requests for Proposal (RFPs); 
  • Requests for Quotes (RFQs); 
  • executed contracts; 
  • lease, or agreement amendments; 
  • exhibits;
  • addenda;
  • Certificates of Insurance from vendor;
  • contract review records; 
  • related documentation and correspondence, including e-mail. 
    Retention and Disposal Instructions

    (a) 3 years for unsuccessful bids, purge; 

    (b) 95 years for contracts with authors, performers, artists that result in a copyrighted work or recorded performance that the university plans to reuse in the future, purge; 

    (c) 12 years after expiration of contract for all other records, purge;

    (d) until administrative use ceases for certificates of insurance, 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.