| Description of Item |
Normal Period of Retention |
Referral (Destination) |
Comments |
| Accounting Journals/General Ledgers |
6 years |
Archival Review |
|
| Accounts Payable/Receivable amts. owed
to College and receipt of revenues |
4 years |
Destroy |
|
| Bids Accepted (for purchases) |
Active + 3 years |
Archival Review |
See also purchasing |
| Bids Rejected (for purchases) |
3 years |
Destroy |
See also purchasing |
| Blueprints -- Copy usually on file in Construction
Office |
Active + 3 years |
Archives |
|
| Budget Material: Office copies of documents prepared
for the Budget, such as Budget Worksheets (requests), supplemental
requests, and correspondence and information relative to budget
adjustments. The Year-end statement (June 30) is recommended
for retention and archival review. Controller's office
holds primary record on the budget. |
2 years after completion of current budget |
Detail can be destroyed |
|
| Cash Receipts: Copies of cash receipts, cash
reports, payable vouchers, data processing runs. |
1 year |
Destroy |
|
| Compliant Files |
Active + 6 years |
Destroy |
|
| Computer printouts and other data processing
input/output (non-budget) |
Active + 3 years |
Destroyif the material is retained on magnetic
media. |
|
| Conferences and Workshops attended file |
4 years |
Destroy |
|
| Conferences and Workshops conducted file |
5 years |
Archives |
|
| Contracts, agreements |
Active + 3 years |
Archives |
Incls: Documentation for |
| Correspondence |
3 years |
Archives |
|
| Employee Records. See Below, Personnel |
|
|
|
| Endowment Fund Annual Reports |
Active + 4 years |
Archives |
Review for historical value |
| Environmental Monitoring Records |
4 years |
Destroy |
|
| General Ledgers |
6 years |
Archives |
Review for historical value |
| Grants File (awarded)applications and proposals,
etc. |
Active + 3 years |
Archives |
|
| Grants File (unawarded)applications and
proposals, etc. |
3 years |
Destroy |
|
| Grievance Files |
Active + 3 years |
Destroy |
Privacy Documentation |
| Injury Reports |
Active + 6 years |
Destroy |
|
| Inventory Control Record |
Active + 6 years |
Destroy |
|
| Job DescriptionsHuman Resources holds copy.
|
Active + 6 years |
Destroy |
|
| Maintenance: Requisitions and Delivery Reports
for ofc equip., supplies, etc. Controller holds for 7 years.
|
2 years |
Destroy |
|
| Minutes: Of staff meetings, committees, or other
groups functioning for the office |
3 years |
Archives |
|
| News Releases and Newsletters |
Indefinite |
Archives |
|
| Payroll: Attendance Record, Time Reports, Time
Sheets, etc. Controller holds for 7 years. |
2 years |
Destroy |
|
| Personnel Records: Files kept on Department personnel
for the convenience of the office, but not an official personnel
file. Human Resources holds permanent record. |
While useful, probably 5 years. |
Notify Archivist for review. |
Legal Retention is an issue |
| Petty Cash Records |
4 years |
Destroy |
|
| Photographs, recordings, programs, etc., prepared
in the course of office social functions or official activities.
|
While useful, probably 5 years. |
Archives |
|
| Planning documents (e.g. Self-Study, Advancement
Plan, Five-Year and Ten-Year Plans) |
While useful |
Archives |
Save supporting documentation |
| Policies, Procedures, Regulations: Official,
that concern office operations (e.g. handbooks, manuals, etc.)
|
3 years after expiration |
Archives |
Review for Continuing Admin. of Historical value
|
| Program Reviews |
Until next review |
Archives |
Save supporting documentation |
| Publications, Catalogues, Bulletins, Brochures,
Books, Periodicals, Newsletters - any official publication
of the College |
While usefulTwo copies of all
publications are to be sent to the Archives at the time of
first issue. |
Archives |
|
| Purchase OrdersPurchasing Office's copy
of order to a supplier. |
Active + 3 years |
Destroy |
|
| Records Destruction Files |
10 years |
Destroy |
|
| Reports: Annual Reports, or reports prepared
on department activities |
3 years |
Archives |
|
| Residential Life Files |
5 years after graduation |
Destroy |
Ref. FERPA Guidelines |
| Search Files |
5 years |
Destroy, except summary |
Ref. Section D. #1 & 2, pg.13 Affirmative Action
|
| Student Advisee Files |
1 year after graduation |
Destroy |
Ref. FERPA Guidelines |
| Student Files (student academic file) |
2 years after graduation |
Destroy |
Ref. FERPA Guidelines |
| Subject Files |
Active + 6 years |
Archival Review |
|
| Telegraph and Telephone: Billing and payment
records (including those in special grants), record of long
distance calls, etc. |
3 years |
Destroy |
|
| Time Cards |
3 years |
Destroy |
|
| Training/Development Records |
Active + 3 years |
Archival Review |
|
| Vouchers |
4 years |
Destroy |
|
| Work Orders File |
1 year after completion of work |
Destroy, unless significant space improvement
|
|
| Work Study Student Files |
Active + 5 years |
Destroy |
|