Record Retention

Introduction

While we live in the Information Age, not all information created or received by an organization rises to the level of being an official business record – this important subset requires deliberate management because these records provide evidence of business transactions, decisions and satisfaction of legal obligations.

Record Retention Reference Guide

Business Transaction Records Not Contract or Grant Related AGM 3.1.5 Retention of Financial Records
Direct Charges and Revenues – Sponsored Projects

Uniform Guidance 200.334

FAR Subpart 4.7 – Contractor Records Retention

AGM 3.1.5

Documents Included in F&A Rates Uniform Guidance 200.334 Retention Requirements for Records
EH&S training EH&S Policy on Training Record Retention
Employee Payroll Information

FAR Subpart 4.7 – Contractor Records Retention

AGM 3.1.5 Retention of Financial Records

Equipment/Property Records

Uniform Guidance 200.334 Retention Requirements for Records

FAR Subpart 4.7 – Contractor Records Retention

Property Management Manual Chap. 3.3 Records

AGM 3.1.5 Retention of Financial Records

Other Depreciable Assets AGM 3.1.5 Retention of Financial Records
Personnel Files AGM 2.1.3 Personnel Files and Data
Petty Cash Receipts - Contracts FAR Subpart 4.7 – Contractor Records Retention
Program Income Uniform Guidance 200.333
Research Data including Lab Notebooks RPH 1.9 Retention of and Access to Research Data
Student Records GAP 8.3 Retention of Student Records
Taxable Income (UBI) AGM 3.1.5 Retention of Financial Records
Tax-Exempt Debt Related Records

AGM 3.1.5 Retention of Financial Records