Records Retention

Kutztown University Policy FIN-011

  1. 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its history, meet legal standards, optimize the use of space, minimize the cost of record retention, and ensure that outdated and useless records are destroyed.   

  2. Scope

    All official University records. 

  3. Key words and phrases:

    Official Repository: Department designated as having responsibility for retention and timely destruction of particular types of official University records.   

  4. 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.  

    1. 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. 

    2. 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.

    3. 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. 

    4. The detailed record retention list can be found on Attachment A 

  5. Effective Dates

    April, 2009 

  6. Approved By

    F. Javier Cevallos, President 

  7. 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