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 221 - 240 of 319

Filters

Segment (UI bond enterprises) financial reporting

Segment (UI bond enterprises) financial statements (SNP, SRECNP, SCF) & covenant compliance support.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

Select Agent Program Records

Records of select agent use at UI
Record category
Environmental Health & Safety
Official files maintained by
Environmental Health and Safety
Confidential
Yes
Vital
Yes

Separation Agreements

Contracts or written agreements related to settlements of individual personnel matters (P&T disputes, separation agreements).
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
UI Office of the General Counsel
Confidential
Yes
Vital
Yes

Service Center Reviews

Annual reviews of University internal service center rates and financial positions for departments charging other internal departments for services.
Record category
Accounting and Financial
Official files maintained by
UI Financial Analysis - Controller's Office
Confidential
Yes
Vital
Yes

Sponsored Agreement Post Award Records

Award attributes, status, and financial information are recorded in ePost. Supporting documentation includes internal correspondence, sponsor correspondence, outgoing invoices and supporting documentation, financial and other reports filed with sponsor, and incoming invoices (for subreceipients).
Record category
Grants and Awards
Official files maintained by
Grant Accounting Office
Confidential
Yes
Vital
Yes

Sponsored Award Agreements

Sponsor award notices, contracts, budgets, and other supporting documentation received from sponsor.
Record category
Grants and Awards
Official files maintained by
Division of Sponsored Programs
Confidential
Yes
Vital
Yes

State Warrants

Requests to the State of Iowa to transfer appropriated funds to the university
Record category
Accounting and Financial
Confidential
No
Vital
Yes

States other than Iowa or Illinois Annual Withholding Return

State specific forms filed annually with State's Department of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

States other than Iowa or Illinois Employer Withholding Tax Payment

State specific forms filed monthly with State's Dept. of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

States other than Iowa or Illinois Employer's Quarterly Withholding Tax Return

State specific forms filed quarterly with State's Dept. of Revenue & Finance by UI Payroll.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

Stem Cell Registration Documents

Documents associated with Stem Cell Registration
Record category
Environmental Health & Safety
Official files maintained by
Environmental Health and Safety
Confidential
No
Vital
No

Stock certificates - UIRF

Stock certificates received as part of a license or other agreement executed by UIRF.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

Storm water Permits

Storm water (National Pollutant Discharge Elimination Systems) permits, plans, and daily logs
Record category
Facilities Management
Official files maintained by
UI Facilities Management
Confidential
Yes
Vital
Yes

Storm water Pollution Prevention Plans (Batcave and EMF)

EHS - EP Storm water pollution prevention plan site inspection & monitoring records.
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Strategic Plan - Departmental

Individual org, department or unit strategic plans not considered official records unless otherwise required for accreditation or per other federal or state regulations.
Record category
Administrative Records
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Strategic Plan - University of Iowa

University of Iowa Strategic Plan. Individual org, department or unit strategic plans not considered official records unless otherwise required for accreditation or per other federal or state regulations.
Record category
Administrative Records
Official files maintained by
University Archivist
Confidential
Yes
Vital
Yes

Student Disability Services Student Records -- Accommodations for Matriculated Students

Student’s name, the accommodations the student was eligible for, and the accommodations the student used

Record category
Academic/Student Records
Official files maintained by
Student Disability Services
Confidential
Yes
Vital
Yes

Student Disability Services Student Records -- Application and Supporting Documents for Matriculated Students

Letters of Accommodation, application for academic accommodations and supporting documentation, and other records regarding the provision of supports or accommodations

Record category
Academic/Student Records
Official files maintained by
Student Disability Services
Confidential
Yes
Vital
Yes

Student Disability Services Student Records -- Application and Supporting Documents for Students Not Matriculated

Letters of Accommodation, application for academic accommodations and supporting documentation, and other records regarding the provision of supports or accommodations of prospective students

Record category
Academic/Student Records
Official files maintained by
Student Disability Services
Confidential
Yes
Vital
Yes

Student Eligibility Records

Student Eligibility Records may include the Institutional Student Information Record (ISIR), the Student Aid Report (SAR), Cost of Attendance (COA) records along with documentation for any changes to COA, Satisfactory Academic Progress (SAP) records along with SAP appeals and documentation, Federal Verification records, Professional Judgement records and documentation, awarding and disbursement records including any changes that occur as a result of a withdrawal and the Return of Title IV (R2T4) calculation and adjustments. 

Record category
Student Financial Aid
Official files maintained by
Office of Student Financial Aid
Confidential
Yes
Vital
Yes