Information Technology Services
Records Disposition Schedules Manual
The Records Disposition Schedules Manual provides time periods for retaining and disposing of University records. Please contact your local Records Management Coordinator with questions about records disposition.
The Associate Vice President for Information Technology Services has Universitywide policy responsibility for records and information practices, including this disposition schedules manual and the Records Management and Privacy (RMP) series of the Business and Finance Bulletins.
University Statement on Ownership of Administrative Records (RMP-1)
UC Records Management Coordinators
Records Disposition Schedules Manual (Classified by Functions)
I. Administrative
C. Certificates, Licenses, Permits, Registrations, and Warrantees
D. Contracts, Grants, and Agreements (Extramural) for Research, Training, and Public Service
F. Gifts, Endowments, Private Grants
H. Loan and Property Management Program
J. Other Administrative Records
N. Publicity and Mass Media Information
II. Auxiliary and Services Enterprises +
D. Housing and Residence Hall Administration
III. Fiscal
A. Budget and Budget Control +
B. Cash Receipts and Receivables
D. Financial Reports and Statements
E. Purchasing and Disbursements +
F. Tax-Exempt Bonds (includes but not limited to the University's Revenue Bonds, State Public Works Board, and General Obligation Bonds) Records documenting the use of bond funds include but are not limited to invoices, payment receipts, journals, ledgers, work papers, and correspondence related to expenditures for the construction of bond financed buildings. They also include records that document operational activities that are conducted in bond financed facilities, including research activity or use authorized by management contracts. For additional examples please see List of Records Name and Numbers for Revised Records (pdf) Retention Period: Final bond maturity + 5 years
IV. Medical
B. Teaching and Research Hospital
V. Payroll Personnel/Benefits
B. Benefits - Investment Programs
E. Benefits - Other Than Insurance and Retirement
H. Payroll, Personnel, Benefits Data Base Updating and Reporting
J. Payroll - Tax Forms and Reports
L. Salary and Wage Administration
VI. Physical Plant
C. Plant Maintenance and Operations +
VII. Student and Applicant Records
A. Admissions and Readmissions (excluding UNEX)
B. Employment - Undergraduates and Graduates
E. Registration, Enrollment, and Performance (excluding UNEX)
VIII. Library
IX. Administrative Electronic Data Retention Guidelines +
(+) - This symbol designates functional areas that may include Tax-Exempt Bonds (includes but not limited to the University’s Revenue Bonds, State Public Works Board, and General Obligation Bonds).