Please note: The official University of Iowa records retention schedules are 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.

Displaying 21 - 40 of 319

Filters

Bargaining Unit Definition and Bargaining History (AFSCME, COGS, SEIU and Potential Other)

Definition of individuals covered by various bargaining agreements at the university and proposals, notes, information exchanged during the course of collective bargaining.

Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Employee & Labor Relations
Confidential
Yes
Vital
Yes

Benefits Records for UI Employees

Employment Benefits files may include: Early and Phased Retirement Agreements, Insurance forms, Long term disability forms (to apply for coverage early), TIAA-CREF forms, IPERS forms, Leave of absence documents pertaining to a Leave Without Pay (LWOP) other than medical LWOP, i.e., military or personal, Death Certificate, Worker's Compensation Records, Open Enrollment Selections, Qualified changes in benefit status, etc.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Benefits Office
Confidential
Yes
Vital
Yes

Bioarchaeology Program Project Records

Data and results of inquiries associated with reports of ancient human remains in Iowa.

Record category
Administrative Records
Official files maintained by
Office of the State Archaeologist
Confidential
Yes
Vital
Yes

Bioassay Records (urine and thyroid) for Radiation Program

Records of urine and thyroid bioassays for employees of departments with Radiation Program records/requirements.

Record category
Environmental Health & Safety
Official files maintained by
Environmental Health and Safety
Confidential
Yes
Vital
Yes

Biocabinet Test Records

Biological Safety Cabinet Certification and testing reports for departments with biological safety cabinets.

Record category
Environmental Health & Safety
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
No
Vital
Yes

Bloodborne Pathogen (BBP) Exposure Control Plan (ECP)

Required Bloodborne Pathogen (BBP) Exposure Control Plan (ECP) for departments with BBP exposure risk.

Record category
Environmental Health & Safety
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
No
Vital
Yes

Bloodborne Pathogen (BBP) Training Records

Bloodborne Pathogen (BBP) training records for employees whose positions have BBP risk (initial and refresher training records).
Record category
Environmental Health & Safety
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
No
Vital
Yes

Board of Regents Meeting Docket/Agenda Materials and Reports

Required information, annual reports and other reports of secretarial officers (as required by Iowa Code 262.25) provided by the UI to the BOR office for all matters to be brought before the Board. Each institution will prepare its own portion of the agenda and forward same, with all supporting material, to the executive director of the BOR on a schedule provided by the Board Office.
Record category
Administrative Records
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Bond Files

Transcripts, P & I debt schedules, matured bond certificates
Record category
Banking & Investments
Official files maintained by
Treasury Operations
Confidential
Yes
Vital
Yes

Bonded Enterprise Annual Budget

Bond covenants require each bonded enterprise submit an annual budget to the Board of Regents
Record category
Accounting and Financial
Confidential
No
Vital
Yes

Budget & Salary Setting Data (electronic format)

Annual budget and salary setting data entered into the Budget and Salary Planning Application
Record category
Accounting and Financial
Confidential
No
Vital
Yes

Building Warranties

Material and labor warranty certificates
Record category
Facilities Management
Official files maintained by
UI Facilities Management
Confidential
Yes
Vital
Yes

Cambus Ridership Logs

Records of ridership numbers/counts by route, by day as required by the Federal Transit Administration.
Record category
Parking & Transportation
Official files maintained by
UI Parking & Transportation
Confidential
Yes
Vital
Yes

Capital Project Files

Budget, product shop drawings, bid documents (plans, specifications, addenda, advertisement), bid tabulation, bidder information submitted, final signed architect and engineer consultant contracts, construction contracts, performance and payment bond and insurance certificates, construction contract change documents. Plans/Drawings and any items deemed confidential by Legal Counsel are considered confidential.
Record category
Facilities Management
Official files maintained by
UI Facilities Management
Confidential
Yes
Vital
Yes

Capital Project Record Documents (finalized version of the as-built drawings)

Finalized version of the as-built drawings and specifications updated by the Design Professional. Plans and drawings are considered confidential.
Record category
Facilities Management
Official files maintained by
UI Facilities Management
Confidential
Yes
Vital
Yes

Cash Handling Procedures & Change Fund Documentation

Final, approved local cash handling procedures, and record of outstanding departmental change funds.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

Cash Payer Notification Statement

Statement filed annually (by January 31) to cash payer for $10,000 Received in Trade or Business. Local units receiving payments are required to file and maintain the record. Notification copies must also be sent to Tax Manager Office (105 JH)
Record category
Tax Records
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Catastrophic Leave Records for UI Employees

Records for individual employees related to the catastrophic leave donation program (application, donation forms, accrual donations, etc.)
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Benefits Office
Confidential
Yes
Vital
Yes

Certificates of Insurance

Proof of insurance as required by contract: 1) Proof of Self-Insurance and 2) Proof of insurance by 3rd parties. Maintained in centralized contract management system. Departments must send final signed versions to email: uisignedcontracts@uiowa.edu
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Child Care Assistance Reimbursement for Graduate and Professional Students

Record of child care subsidy paid on an annual basis to qualifying students. Qualifying students complete forms in ISIS, upload receipts for payment through the Business Office and Grad College. May get hard copy check or be paid through direct deposit.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Family Services Office
Confidential
Yes
Vital
Yes