Record Retention
Categories:
Now in section 0
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.
Now in section 1
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 | |
| 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 | |
| Equipment/Property Records |
Uniform Guidance 200.334 Retention Requirements for Records FAR Subpart 4.7 – Contractor Records Retention |
| 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
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Created: 03.25.2021
Updated: 01.22.2024