Official Records Retention Schedules
Please Note: The UI Official Records Retention schedules are currently under revision. Updates will be posted periodically.
These retention schedules are designed to assist University departments in preserving Official Records appropriately while providing economy and efficiency in the creation, organization, maintenance, use, and disposition of records.
Search Criteria
Administrative Unit: represents either the administrative unit responsible for establishing the Official Record retention criteria OR the Administrative Unit responsible for maintaining the Official Records identified.
Confidential: indicates Official Records that contain information of various sorts that the University receives and holds confidential unless otherwise ordered by a court, by the lawful custodian of the records or by another person duly authorized to release such information. Examples include: student records, medical records, personnel records, etc.
Vital: indicates Official Records that contain information considered essential for the operations of a department (and/or the University) and includes information that may prevent a department from incurring serious liability or risk, or that would be extremely costly to replace. In the event of a disaster, this information, if destroyed, would make it difficult for a department to conduct normal business activities.
Export the full list of Official Record Retention Schedules available to date – or use the search criteria below for a more targeted search.
EHS Laser Registration Forms
Category: Environmental Health & Safety
Description:
Registration forms for the use of lasers, per American National Standards Institute (ANSI) standards
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
EHS Patient Monitoring Records
Category: Environmental Health & Safety
Description:
EHS Records of patients monitored after treatment with radiation
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
EHS Radiation Committee Meeting Records
Category: Environmental Health & Safety
Description:
Agendas and Minutes for all Committees associated with Radioactive Materials use, i.e., Radiation Protection Executive Committee, Medical Radiation Protection Committee (MRPC), Radioactive Drug Research Committee (RDRC), Basic Science Radiation Protection Committee (BSRPC) and Hospital Radiation Safety Review Group (HRSRG)
Official Files Maintained by:
UI Retention Guidelines: Until Iowa Department of Public Health Authorizes Disposition
Confidential: No
Vital: Yes
EHS Radiation Effluent Release Data
Category: Environmental Health & Safety
Description:
Records of radiation releases: Measurements and calculations of effluent releases to the environment
Official Files Maintained by:
UI Retention Guidelines: Until Iowa Department of Public Health Termination of Radioactive Materials License
Confidential: No
Vital: Yes
EHS Radiation Instrument Quality Control Records
Category: Environmental Health & Safety
Description:
EHS quality control records for radiation instruments.
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
EHS Radiation Safety Training Records
Category: Environmental Health & Safety
Description:
Training records for staff using radioactive materials
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
EHS Self Contained Breathing Apparatus (SCBA) Inspection Records
Category: Environmental Health & Safety
Description:
SCBA inspection records of EHS Environmental Programs equipment per OSHA Respirator Standard 29CFR 1910.134
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
EHS SPCC (Spill Prevention Control and Countermeasure) Plan
Category: Environmental Health & Safety
Description:
EHS - Environmental Programs (EP) SPCC plan and associated records
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: No
EHS Waste Facility Spill Records
Category: Environmental Health & Safety
Description:
Records of spills at EHS Environmental Management Facility (EMF).
Official Files Maintained by:
UI Retention Guidelines: Permanent
Confidential: No
Vital: Yes
EHS Waste Shipping Papers
Category: Environmental Health & Safety
Description:
Shipping papers from radioactive, hazardous, and biohazardous waste shipments
Official Files Maintained by:
UI Retention Guidelines: Permanent
Confidential: No
Vital: Yes
Emergency Response Right-to-Know Reports
Category: Environmental Health & Safety
Description:
Reports for emergency responders (UI Public Safety, HazMat Teams, Johnson County responders, etc.) indicating locations of hazardous materials on campus. Updated annually.
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
Endowment and Gift Files
Category: Banking & Investments
Description:
Donor gift or bequest documentation and subsequent correspondence; investment pool participation calculations, external trusts
Official Files Maintained by:
Treasury Operations
UI Retention Guidelines: Permanent
Confidential: Yes
Vital: Yes
Energy Information Administration (EIA) 886 Report
Category: Parking & Transportation
Description:
Annual report of alternative fuel use and alternative vehicle inventory to EIA. Maintained as required by the Federal Energy Administration Act of 1974, Section 13.B
Official Files Maintained by:
UI Parking & Transportation
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
Enrollment History Files
Category: Academic/Student Records
Description:
Academic record documenting initial UI registration and any subsequent changes in enrollment for all UI students (credit and non-credit - with the exception of CEU's).
Official Files Maintained by:
Office of the Registrar
UI Retention Guidelines: Permanent
Confidential: Yes
Vital: Yes
Environmental Studies, Surveys
Category: Facilities Management
Description:
Site survey, topographical survey and soil borings
Official Files Maintained by:
UI Facilities Management
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
EPA Hazardous Waste Permits and Amendments
Category: Environmental Health & Safety
Description:
EPA permits and permit amendments for hazardous waste activities on campus.
Official Files Maintained by:
UI Retention Guidelines: Permanent
Confidential: No
Vital: Yes
EPA Hazardous Waste Report
Category: Environmental Health & Safety
Description:
Biennial reports to the Environmental Protection Agency for hazardous waste activities on campus.
Official Files Maintained by:
UI Retention Guidelines: 5 Years
Confidential: No
Vital: Yes
Equipment Calibration Records
Category: Environmental Health & Safety
Description:
Equipment calibration records for EH Chemical/Occupational Safety equipment used for campus.
Official Files Maintained by:
UI Retention Guidelines: Permanent
Confidential: No
Vital: Yes
Evouchers
Category: Purchasing, Accounts Payable and Travel
Description:
Evouchers are transactions for the payment of miscellaneous items such as memberships, refunds, reimbursements, travel registrations. Typical supporting documentation would be invoices, registration forms, membership agreements, receipts, etc.
Official Files Maintained by:
UI Purchasing, Accounts Payable and Travel
UI Retention Guidelines: 5 Years
Confidential: Yes
Vital: Yes
External Audit Requests - Annual Single Audit
Category: Grants and Awards
Description:
External audit requests, documentation submitted, correspondence, final audit report and university response to findings. State of Iowa notice of Single Audit letters to pass-through entities. Sub recipients submissions for the Single Audit audit.
Official Files Maintained by:
Grant Accounting Office
UI Retention Guidelines: 10 Years
Confidential: Yes
Vital: Yes