Record Retention
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.
Jump To:
Record Retention Reference Guide
|
Business Transaction Records Not Contract or Grant Related |
|
|
Direct Charges and Revenues – Sponsored Projects |
|
|
Documents Included in F&A Rates |
|
|
EH&S training |
|
|
Employee Payroll Information |
|
|
Equipment/Property Records |
Uniform Guidance 200.333 Retention Requirements for Records FAR Subpart 4.7 – Contractor Records Retention |
|
Other Depreciable Assets |
|
|
Personnel Files |
|
|
Petty Cash Receipts - Contracts |
|
|
Program Income |
|
|
Research Data including Lab Notebooks |
|
|
Student Records |
|
|
Taxable Income (UBI) |
|
|
Tax-Exempt Debt Related Records |
AGM 3.1.5 Retention of Financial Records |
