Records Retention
Kutztown University Policy FIN-011
- Purpose
Kutztown University requires that different types of records be retained for specific periods of time, and has designated official repositories for their maintenance. These records are managed according to procedures that are outlined in this document. The University is committed to effective records retention to preserve its history, meet legal standards, optimize the use of space, minimize the cost of record retention, and ensure that outdated and useless records are destroyed. -
Scope
All official University records.
-
Key words and phrases:
Official Repository: Department designated as having responsibility for retention and timely destruction of particular types of official University records.
-
Policy & Procedure(s)
Kutztown University requires consistent treatment of records. Maintenance, retention, and disposal procedures forUniversityrecords must be followed systematically by staff in designated official repositories.-
Responsibilities for Managing Official University Records
Official repositories are responsible for establishing appropriate record retention management practices. Each unit’s administrative manager or a designee must:-
Implement the unit’s and/or office’s record management practices.
-
Ensure that these management practices are consistent with this policy.
-
Educate staff within the administrative unit in understanding sound record. management practices.
-
Preserve inactive records of historic value.
-
Ensure that access to confidential files is restricted.Dispose of records that have no
-
archival value upon passage of the applicable retention period.
-
Periodically review records generated and maintained in University information systems or equipment (including mainframe, mini, and micro computing/storage systems) to ensure that record retention requirements are met.
-
-
Preserving or Disposing of Official University Records
When the prescribed retention period for official University records has passed the official repository must dispose of the records in an appropriate manner.
Departments and units that are not official repositories and that retain duplicate or multiple copies of these University records should dispose of them when they are no longer useful.
-
Retention Period Changes
Record retention periods may be changed by government regulation, judicial or administrative consent order, private or governmental contract, pending litigation or audit requirements. Such modifications supersede the requirements listed in this policy. Modification of record retention periods required for any of these reasons will be accomplished by a notice sent out to affected units by the University Internal Audit Office, the Office of Administration and Finance, the Office of Grants and Sponsored Programs, or other appropriate offices.
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The detailed record retention list can be found on Attachment A
-
-
Effective Dates
April, 2009
-
Approved By
F. Javier Cevallos, President
-
Last Review
August, 2010
ugust, 2011
August, 2012
August, 2013
June, 2014
January, 2025
June 2026 (renamed from A&F-026)
Attachment A
|
RECORD |
OFFICE |
DURATION |
DIVISION |
|
Admissions for Applicants Who Do Not Enroll-- Whether Accepted or Rejected Applications for Admission or Readmission, Correspondence that is relevant, Entrance Exam Reports (ACT, CEEB, et. al.), Letters of Recommendation, Transcripts - High school and Other College |
Admissions |
One (1) year after application |
Enrollment Management |
|
Letters of Recommendation |
Admissions |
Until date of admission |
Enrollment Management |
|
Recruitment Materials |
Admissions |
Until date of enrollment |
Enrollment Management |
|
Federal and State Required Statistics and Reports (IPEDS) Common Cost Accounting |
Institutional Research |
Permanent |
Enrollment Management |
|
Financial Aid Records (Applicants who do not enroll) |
Financial Aid |
Records discarded within the year of non-attendance. |
Enrollment Management |
|
Financial Aid Records (Applicants who do enroll) |
Financial Aid |
Maintained five (5) years after receiving the Federal/State aid. Paper and/or electronic files. |
Enrollment Management |
|
Record of Communications with PSAC & NCAA (Athletics) |
Financial Aid |
Six (6) years |
Enrollment Management |
|
Grant and Contract Applications, Proposals, and Supporting Documentation |
Grants & Sponsored Projects |
Three (3) years from the date of submission of the final report, unless the awarding/contracting agency specifies different. For Federal awards and contracts-comply with OMB Circular A-110 section on retention and access requirements for records. |
Academic Affairs |
|
International Student Forms (VISA Documentation, etc.) |
International Initiatives & Student Services |
Five (5) years |
Academic Affairs |
|
Grievances |
Provost's Office |
No cause Findings, three (3) years from determination. Cause findings, Permanent |
Academic Affairs |
|
Documents Supporting Other Academic or Non-Academic Selection Decisions (e.g., promotion, termination, compensation)
Academic Honesty Policy Records
|
Provost's Office
Registrar |
Three (3) years from effective date of decision
Two (2) years |
Academic Affairs
Academic Affairs |
|
|
|
|
|
|
Academic Records (Narrative evaluations, competency assessments, etc.) |
Registrar |
Permanent |
Enrollment Management |
|
Address Change |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Admissions for Applicants Who Enroll--Applications for Admission or Readmission, Correspondence that is Relevant, Entrance Exam Reports (ACT, CEEB, et.al.) |
Registrar |
Five (5) years after date of last attendance |
Enrollment Management |
|
Application for degree or other credential (Degree Application, record of degree name, etc.)
|
Registrar
|
Three (3) years after graduation term or last term of attendance/ or until administrative need is satisfied |
Enrollment Management
|
|
Catalogs (Published annually or bi-annually, record courses, degrees, and programs of study offered)
|
Registrar |
Permanent |
Enrollment Management |
|
Change of Course Forms-Continuing Education, Summer Sessions, and Extramural Studies |
Registrar |
Five (5) years from date of enrollment |
Enrollment Management |
|
Change of Grade Forms (Record of authorization to change grade)
Checksheets (physical copies)
|
Registrar
Registrar |
Until administrative need is satisfied
Checksheets are in the catalogs, when checksheets are not needed anymore in our office, contact the library to archive them.
|
Enrollment Management
Enrollment Management |
|
Change of Major |
Registrar |
Three (3) years |
Change of Major |
|
Change to Student ID Number |
Registrar |
Permanent |
Enrollment Management |
|
Class Lists (Original) Record of class rosters for each term |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Commencement Application & Receipts |
Registrar |
One (1) year |
Enrollment Management |
|
Commencement Programs (Published record of graduates for public distribution.) |
Registrar |
Permanent |
Enrollment Management |
|
Consent to Release Personally Identifiable Information |
Registrar |
Kept until next academic year; signatures kept five (5) years |
Enrollment Management |
|
Course Offerings |
Registrar |
Permanent |
Enrollment Management |
|
Course Withdrawal |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Credit/no credit, audit, or pass/no pass approvals (Authorizations for various enrollment Options) |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Curriculum Change Authorizations |
Registrar |
Five (5) years from graduation or date of last attendance |
Enrollment Management |
|
Degree Audit Records (Degree audits in support of graduation clearing) |
Registrar |
Three (3) years after graduation term or last term of attendance/ or until administrative need is satisfied |
Enrollment Management |
|
Degree, Grade, Enrollment, and Racial/Ethnic Statistics
Diploma Cards
|
Registrar
Registrar
|
Permanent
Five (5) years
|
Enrollment Management
Enrollment Management
|
|
Diplomas never picked up
Disciplinary Records
|
Registrar
Registrar |
Permanent
Seven (7) years: records may be maintained for a longer period if the record holder is a currently enrolled student. Student conduct records for dismissed students will be maintained permanently
|
Enrollment Management Academic Affairs |
|
Dismissal |
Registrar |
Permanent |
Enrollment Management |
|
Enrollment Verifications (Verifications of enrollment, graduation, GPA, and other related academics)
|
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
FERPA (Written consent for records disclosure; Student signed (electronic or paper) authorization for disclosure of education record).
Graduate Special Arrangement Courses
|
Registrar
Registrar |
Permanent/Or 180 Days for one-time disclosure contents
Two (2) years |
Enrollment Management
Enrollment Management |
|
Grade Appeal/Complaint (Student final grade disputes) |
Registrar |
One (1) Year |
Enrollment Management |
|
Grade Sheets (Original) |
Registrar |
Permanent |
Enrollment Management |
|
Graduation Lists (Lists of graduates for graduating class)
Grievance/Complaint (by student; Various course/exam-related issues; not Grade or FERPA disputes.)
|
Registrar
Registrar |
Permanent
Until administrative need is satisfied |
Enrollment Management
Enrollment Management |
|
Hold or Encumbrance Authorizations |
Registrar |
Until released |
Enrollment Management |
|
Incomplete Grade Extension |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Independent Study |
Registrar |
Five (5) years or two (2) years after graduation |
Enrollment Management |
|
Individualized Study |
Registrar |
Five (5) years or two (2) years after graduation |
Enrollment Management |
|
Internships |
Registrar |
Five (5) years or two (2) years after graduation |
Enrollment Management |
|
Name Change |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Participation in the Commencement Ceremony Request |
Registrar |
Three (3) years |
Enrollment Management |
|
|
|
|
|
|
Petitions (Academic); Exceptions to academic rules |
Registrar |
Permanent |
Enrollment Management |
|
Readmission |
Registrar |
Five (5) years after date of last attendance |
Enrollment Management |
|
Registration Form
Repeat
|
Registrar
Registrar |
One (1) Year from the date of the form Until administrative need is satisfied |
Enrollment Management Enrollment Management |
|
Requests for Non-Disclosure of Directory Information
|
Registrar |
Until terminated by the student |
Enrollment Management |
|
Rescinding Graduation Application |
Registrar |
One (1) Semester |
Enrollment Management |
|
Schedule of Classes (Institutional) |
Registrar |
Permanent |
Enrollment Management |
|
Special Arrangement Courses |
Registrar |
Five (5) years or two (2) years after graduation |
Enrollment Management |
|
Student Class Schedules (Student schedules for each term)
|
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Student Registration Forms-Continuing Education, Summer Sessions, and Extramural Studies |
Registrar |
One (1) year from registration |
Enrollment Management |
|
Student Waivers for Right of Access. (See Letters of Recommendation for Admission) |
Registrar |
Until graduation or date of last attendance |
Enrollment Management |
|
Subpoena and any student conduct related documents |
Registrar |
Permanent |
Enrollment Management |
|
Substitutions/ Waivers (Approvals to meet program requirements with administrative action) |
Registrar |
Until administrative need is satisfied |
Enrollment Management |
|
Term Reports |
Registrar |
Five (5) years |
Enrollment Management |
|
Transcripts |
Registrar |
Permanent |
Enrollment Management |
|
Transcripts - High School and other College |
Registrar |
Five (5) years from graduation or date of last attendance |
Enrollment Management |
|
Transfer Credit Evaluations
Unofficial Academic Records (Unofficial Transcripts)
|
Registrar
Registrar |
Three (3) years after graduation term or last term of attendance
Until administrative need is satisfied |
Enrollment Management |
|
Veteran Administration Certifications (Certifying documents for federal VA benefits)
|
Registrar |
Three (3) years after graduation term or last term of attendance |
Enrollment Management |
|
Withdrawal/Leave of Absence (Withdrawal/ Cancellation of enrollment records; Records of request to withdraw from all classes) |
Registrar |
Five (5) years from graduation or date of last attendance |
Enrollment Management |
|
Accreditation/Program Review Reports |
Vice Provost |
Permanent |
Academic Affairs |
|
|
|
|
|
|
Annual Campus Security Report (Clery Act): Disciplinary Referrals |
Associate Vice President/Dean of Student Services & Campus Life |
Seven (7) years |
Academic Affairs |
|
Health Center Services for Regulatory Required Medical Surveillance and Monitoring Records |
Health Center |
Ten (10) years after person leaves university |
Academic Affairs |
|
Health Center Patient Records (Non-regulatory) |
Health Center |
Seven (7) years |
Academic Affairs |
|
Outside Services for Regulatory Required Medical Surveillance and Monitoring Records |
Health Center |
Seven (7) years |
Academic Affairs |
|
Vehicle Reservations |
Business Services |
Two (2) years |
Administration & Finance |
|
Risk Management Incident/Accident Reports |
Business Services |
Four (4) years after date |
Administration & Finance |
|
Title Insurance Policies |
Business Services |
Ten (10) years after disposal of property |
Administration & Finance |
|
Bear Bucks Account Reconciliation |
Business Services |
Six (6) years |
Administration & Finance |
|
Invoices |
Comptroller |
Six (6) years |
Administration & Finance |
|
Account Reconciliations (Balance Sheet) |
Comptroller |
Six (6) years |
Administration & Finance |
|
Accounts Payable Vouchers and Attachments |
Comptroller |
Six (6) years |
Administration & Finance |
|
Accounts Receivable Statements, Centrally Generated |
Comptroller |
Six (6) years |
Administration & Finance |
|
Accounts Receivable Statements, Unit Generated |
Comptroller |
Six (6) years |
Administration & Finance |
|
Accounting Reports (monthly reports) Schedules of Department Balances, Transaction Statements, Account Analysis Statements, Monthly and Year-to-Date Salary and Wage Statements |
Comptroller |
Six (6) years |
Administration & Finance |
|
Annual Financial Reports and Work Papers |
Comptroller |
Permanent |
Administration & Finance |
|
APPS Invoices |
Comptroller |
Six (6) years |
Administration & Finance |
|
Banking Records, Including Deposit and Withdrawal Records, Bank Statements and Reconciliation, Voided and Cancelled Checks |
Comptroller |
Six (6) years |
Administration & Finance |
|
Billing Records |
Comptroller |
Six (6) years |
Administration & Finance |
|
Capital Equipment Records |
Comptroller |
Life of Asset; records of equipment purchased on federal funds must be retained for three years after final disposition |
Administration & Finance |
|
Cash Receipts |
Comptroller |
Six (6) years |
Administration & Finance |
|
DCAA Audit Work Papers |
Comptroller |
Six (6) years |
Administration & Finance |
|
Depreciation Records |
Comptroller |
Life of Asset |
Administration & Finance |
|
Effort Certifications |
Comptroller |
Life of Asset |
Administration & Finance |
|
Excise Tax Returns |
Comptroller |
Six (6) years |
Administration & Finance |
|
Indirect Cost Rate Calculations |
Comptroller |
Six (6) years |
Administration & Finance |
|
Information Returns (990, 1099, 8282, 90.22 etc.) |
Comptroller |
Permanent |
Administration & Finance |
|
Inventories |
Comptroller |
Life of Asset |
Administration & Finance |
|
Journal Entries and Back-up Documentation |
Comptroller |
Six (6) years |
Administration & Finance |
|
New Account Records and Back-Up Documentation |
Comptroller |
Six (6) years after account closing |
Administration & Finance |
|
Procurement Card Charge Documentation |
Purchasing |
Six (6) years |
Administration & Finance |
|
Sales Tax Returns |
Comptroller |
Six (6) years |
Administration & Finance |
|
Subsidiary Ledgers (Accounts Payable, Accounts Receivable, etc.) |
Comptroller |
Six (6) years |
Administration & Finance |
|
Summary Analysis Reports, end of year (Fund, Source, Function) |
Comptroller |
Six (6) years |
Administration & Finance |
|
Trial Balances |
Comptroller |
Six (6) years |
Administration & Finance |
|
Transaction Authority Cards |
Comptroller |
Six (6) years |
Administration & Finance |
|
Travel Reimbursements and Attachments |
Comptroller |
Six (6) years |
Administration & Finance |
|
Imputed Income Records (auto usage, CCTS) |
Comptroller |
Six (6) years |
Administration & Finance |
|
University Audit Work Papers |
Comptroller |
Six (6) years |
Administration & Finance |
|
Student Loan Records |
Bursar |
Three (3) years after the loan has been repaid in full |
Administration & Finance |
|
Tuition and Fee Charges |
Bursar |
Six (6) years |
Administration & Finance |
|
Certificates of Insurance, Indemnification Agreements, Hold Harmless Agreements, Contracts |
Purchasing |
Six (6) years after expiration |
Administration & Finance |
|
Insurance Policies (Liability, Property, and Other Policies) |
Purchasing |
Permanent |
Administration & Finance |
|
Incident Reports, Accident Reports |
Business Services |
Four (4) years after report date |
Administration & Finance |
|
Purchase Orders, Contracts, Agreements |
Purchasing |
Six (6) years |
Administration & Finance |
|
Unsuccessful Bidder Responses |
Purchasing |
No Less than Six (6) months |
Administration & Finance |
|
Residency Classification and Supporting Documents |
Business Services |
Two (2) years |
Administration & Finance |
|
Property Deeds, Easements, Licenses, Rights of Way, Leases, Rights of First Refusal, Remainder Interests, Mortgages |
Facilities |
Permanent |
Administration & Finance |
|
As-built Drawings |
Facilities-Construction Management |
Permanent |
Administration & Finance |
|
Contracts and Agreements |
Facilities- Construction Management |
Six (6) years |
Administration & Finance |
|
Evacuation Drill Records |
Facilities-Environmental Health and Safety |
Five (5) years |
Administration & Finance |
|
Fire Protection Systems Records |
Facilities-Environmental Health and Safety |
Five (5) years |
Administration & Finance |
|
Fume Hood Testing Records |
Facilities-Environmental Health and Safety |
Three (3) years |
Administration & Finance |
|
Hazardous Waste Disposal Manifests and Reports |
Facilities-Environmental Health and Safety |
Three (3) years |
Administration & Finance |
|
Incident Records |
Facilities-Environmental Health and Safety |
Five (5) years |
Administration & Finance |
|
Portable Extinguisher Training Records |
Facilities-Environmental Health and Safety |
Three (3) years |
Administration & Finance |
|
Radiation Dose Reports |
Facilities-Environmental Health and Safety |
Permanent |
Administration & Finance |
|
Radiation Safety Training Records |
Facilities-Environmental Health and Safety |
Three (3) years |
Administration & Finance |
|
Radioactive Materials License and Safety Committee Records |
Facilities-Environmental Health and Safety |
Permanent |
Administration & Finance |
|
Radioactive Material Receiving and Inventory Records |
Facilities-Environmental Health and Safety |
Three (3) years |
Administration & Finance |
|
Deficient Architectural Designs |
Facilities-Project Office |
12 year statute of limitations |
Administration & Finance |
|
Documents for leases, licenses, construction contracts and other contracts of a temporary nature valued at less than $50,000 |
Facilities-Project Office |
Six (6) years after expiration of lease or contract term |
Administration & Finance |
|
Plans and Projections |
Facilities-Project Office |
Permanent |
Administration & Finance |
|
Employee Personnel Files (including application, resume, payroll, appointment/salary forms) |
Human Resources & Office of the President |
Six (6) years after termination |
Administration & Finance |
|
Individual Contracts of Employment |
Human Resources & Office of the President |
Six (6) years after termination |
Administration & Finance |
|
I-9 Forms (Faculty and Staff) |
Human Resources |
Six (6) years after termination |
Administration & Finance |
|
Workers' Compensation Claims and Insurance Policies |
Human Resources |
Eighteen (18) years from employee termination or claim closure |
Administration & Finance |
|
Annual Conflict of Interest Disclosure Statements |
Human Resources |
Three (3) years |
Administration & Finance |
|
Wage Assignment Orders |
Human Resources |
Six (6) years after employment ends |
Administration & Finance |
|
Employee Eligibility for Pension |
Human Resources |
Permanent |
Administration & Finance |
|
Employee Personal Information (name, address, SSN, period of employment) |
Human Resources |
Permanent |
Administration & Finance |
|
Employee Service Records |
Human Resources |
Permanent |
Administration & Finance |
|
I-9 Forms (Students) |
Human Resources |
Six (6) years after termination |
Administration & Finance |
|
Leave Reporting Documents |
Human Resources |
Four (4) years (Paper Files) |
Administration & Finance |
|
Payroll Deduction Authorization Forms (W4, DBD, CFCU, Bonds) |
Human Resources |
Six (6) years after employment ends |
Administration & Finance |
|
Record of Payments and Deductions (payroll registers, deductions lists, adjustments) |
Human Resources |
Six (6) years |
Administration & Finance |
|
Search Committee Records, including employment application, resumes, and all applicant search materials |
Human Resources |
Three (3) years (Paper) |
Administration & Finance |
|
Volunteer Registration Forms |
Human Resources |
Three (3) years |
Administration & Finance |
|
Time Cards, student |
Human Resources |
Three (3) years after the date that all student loans are paid |
Administration & Finance |
|
Time Cards, other |
Human Resources |
Three (3) years (Paper) |
Administration & Finance |
|
Performance Appraisals |
Human Resources |
Three (3) years after separation or Management Directive Purge Schedule |
Administration & Finance |
|
Non-Academic Search Materials and Documents Supporting Hiring Selection Decisions |
Human Resources |
Three (3) years from date of appointment |
Administration & Finance |
|
Non-Academic Search and Hiring Forms (OWDELQ copies of requisition forms, applicant flow cards, ACSS forms, search waivers, documentation of hiring decision forms) |
Human Resources |
Three (3) years from date of appointment (Paper Files) |
Administration & Finance |
|
Pensions or Pension Plans Filed with the Department of Labor and Internal Revenue Service |
Human Resources |
Permanent |
Administration & Finance |
|
Tuition Waivers |
Human Resources |
Six (6) years |
Administration & Finance |
|
Immigration Files |
Human Resources |
Six (6) years |
Administration & Finance |
|
Background check profile and consent |
Human Resources |
Six (6) years after employment ends |
Administration & Finance |
|
Background check results |
Human Resources |
Six (6) years after employment ends |
Administration & Finance |
|
Boards & Committees |
VP Administration and Finance |
Current year and one (1) year prior |
Administration & Finance |
|
Correspondence |
VP Administration and Finance |
Current year and two (2) years prior |
Administration & Finance |
|
Council of Trustees |
VP Administration and Finance |
Current year and three (3) years prior |
  |
|
Emergency Operations Plan |
VP Administration and Finance |
Permanent |
Administration & Finance |
|
Emergency Management Team Minutes |
VP Administration and Finance |
Current year and (5) years prior |
Administration & Finance |
|
Right To Know Requests |
VP Administration and Finance |
Two (2) years |
Administration & Finance |
|
Non-Paid Parking Tickets |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Criminal Reports |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Evidence Logs |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Legal Correspondence |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Use of Force Reports |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Reportable and Non-Reportable Traffic Accidents |
Public Safety & Police Services |
Seven (7) years |
Administration and Finance |
|
Records Relating to Clery Act Information |
Public Safety & Police Services |
Seven (7) years |
Administration and Finance |
|
Daily Logs, Crime Logs, Arrest Logs |
Public Safety & Police Services |
Seven (7) years |
Administration and Finance |
|
Budget Records |
Public Safety & Police Services |
Six (6) years |
Administration and Finance |
|
Non-Criminal Reports |
Public Safety & Police Services |
Three (3) years |
Administration and Finance |
|
Daily Dispatch Blotter |
Public Safety & Police Services |
Two (2) years |
Administration and Finance |
|
Liability Waivers |
Public Safety & Police Services |
Three (3) years |
Administration and Finance |
|
Criminal Records Check Requests |
Public Safety & Police Services |
Two (2) years |
Administration and Finance |
|
Monthly Safety Equipment check Results (Emergency Phones, AED's ) |
Public Safety & Police Services |
Two (2) years |
Administration and Finance |
|
Daily Assignment Sheet, Building Check Sheet, Parking Appeals, Paid Parking Tickets, Lost & Found Log, General Correspondence, Traffic Bureau Committee Minutes, Department Payroll & Leave (copies of sheets) |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Recorded Phone Calls |
Public Safety & Police Services |
Recorded over on a repeated cycle |
Administration and Finance |
|
Building Check Sheet |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
General Correspondence |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Leave Time, Department |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Lost & Found Log |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Parking Appeals |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Payroll, Department |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Traffic Bureau Committee Minutes |
Public Safety & Police Services |
One (1) year |
Administration and Finance |
|
Department Computer Server Programs |
Public Safety & Police Services |
Permanent |
Administration and Finance |
|
Dining Flex Account Reconciliation |
Housing and Residential Services |
Four (4) years |
Administration and Finance |
|
Meal Plan Contracts |
Housing and Residential Services |
Four (4) years |
Administration and Finance |
|
Occupancy Reports |
Housing & Residential Services |
Permanent |
Administration and Finance |
|
Rosters |
Housing & Residential Services |
Seven (7) years |
Administration and Finance |
|
Housing Deposit Signature Forms |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Housing Cancellation Forms |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Student Employment Files |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Residence Hall Facility Audit Binders |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
PASSHE Residence Hall Contract Binders |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Hired Resident Director Resume |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Hired Resident Director Interview |
Housing & Residential Services |
Two (2) years |
Administration and Finance |
|
Office Assessment Data |
Housing & Residential Services |
Two (2) years |
Administration and Finance |
|
Office Assessment Reports |
Housing & Residential Services |
Two (2) years |
Administration and Finance |
|
Department Incident Reports |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Programming Purchase Reqs |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
PRF Projects |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
ADA Reports |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
5 Year Plans |
Housing & Residential Services |
Four (4) years |
Administration and Finance |
|
Vendor Purchases |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Department Guidelines & Procedures |
Housing & Residential Services |
Five (5) years |
Administration and Finance |
|
Staff Apt. Check in/out Reports |
Housing & Residential Services |
Two (2) years |
Administration and Finance |
|
Staff Apt. Key Cards |
Housing & Residential Services |
Updated each year |
Administration and Finance |
|
Room Change Forms |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Room Selection |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Student Application Employment Files |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Desk Log Book |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Residence Hall Summer Projects |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Residence Hall Renovation Reports |
Housing & Residential Services |
One (1) year |
Administration and Finance |
|
Billing Records (includes journal entries, transfer sheets, worksheets,…) |
Conference Services |
Six (6 ) years |
Communications, Marketing & External Affairs |
|
Campus-wide room reservation requests and confirmations |
Conference Services |
Two (2) years |
Communications, Marketing & External Affairs |
|
Contracts/Agreements for facility rentals (summer and academic year) |
Conference Services |
Six (6) years |
Communications, Marketing & External Affairs |
|
Deposit and invoice payment records |
Conference Services |
Six (6) years |
Communications, Marketing & External Affairs |
|
Invoices from summer and academic year camps/conferences |
Conference Services |
Six (6) years |
Communications, Marketing & External Affairs |
|
Accreditation Records |
Office of the President |
Permanent |
President's Office |
|
Council of Trustees Minutes |
Office of the President |
Permanent |
President's Office |
|
Faculty Personnel Files (including application, resume, payroll, appointment/salary forms) |
Office of the President |
Six (6) years after termination |
President's Office |
|
Individual Contracts of Employment for Faculty |
Office of the President |
Six (6) years after termination |
President's Office |
|
Official University Actions |
Office of the President |
Permanent |
President's Office |
|
PASSHE Reports |
Office of the President |
Permanent |
President's Office |
|
Performance Appraisals |
Office of the President |
3 years after separation or Management Directive Purge Schedule |
President's Office |
|
Trustee Decisions Regarding Academic Personnel and Designated Executives |
Office of the President |
Permanent |
President's Office |
|
Sexual Harassment Complaints, Investigations, and Findings |
Social Equity & Compliance |
No Cause Findings, 3 years from determination. Cause Findings, Permanent. |
President's Office |
|
Academic Search Records |
Social Equity & Compliance |
Six (6) years |
President's Office |
|
Affirmative Action Plans |
Social Equity & Compliance |
Permanent |
President's Office |