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 281 - 300 of 319

Filters

Tax Form PRDSUM- Employer Periodic Wage Reporting Summary

Summary report filed monthly to IPERS.
Record category
Tax Records
Official files maintained by
University Human Resources - Benefits Office
Confidential
Yes
Vital
Yes

Tax Form UI-Kvafw995

W-9 Supplemental Information - Tax Exempt Form filed at the request of the vendor. Records not typically considered confidential, however, some information included on the record may be considered confidential, (ex: SSN)
Record category
Tax Records
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Tenant Property

Leases with visiting scholars, faculty, staff and students. Only student leases are considered confidential.
Record category
Contracts, Real Estate and Leasing
Official files maintained by
UI Business Manager Office
Confidential
Yes
Vital
Yes

Tier II Reports

EPA/DNR Regulatory-required Tier II reports to alert local, county and state emergency and disaster service organizations for the location of stored large amounts of hazardous chemicals.
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Tort Claims - Non-litigated (including Vehicle Tort Claims )

Non-litigated Paid and Denied claims filed against the UI, including investigative material and settlement documents.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Traffic Accident Reports (State Involved)

Traffic Accident Reports Involving the State of Iowa and the University of Iowa owned vehicles occurring within UI DPS jurisdiction. Typically not considered confidential, with exception of 1) investigative records or 2) where release may cause a safety issue. Note: Records are confidential except to parties involved and their insurance companies.
Record category
Public Safety & Security
Official files maintained by
UI Department of Public Safety
Confidential
Yes
Vital
Yes

Transaction Source Documentation

Source documentation to support or justify costs or financial decisions (if not available in central systems).
Record category
Grants and Awards
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Travel expense vouchers

Travel expense vouchers are created and maintained in ProTrav. Typical supporting documentation would be receipts, airline itinerary, conference schedules, car rental receipt, hotel folio, etc. (See Operations Manual Chapter 22.1.d for specific requirements)
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

U-Bill Billing and Payment Records

A/R Billing/Payment histories, Type Code Payment Data, Dept. and Billing Payup Information for University billings sent through the U-Bill, Parental/Guardian consent for Minor Student charging privilege, Fee agreements for replacement ID card, etc.
Record category
University Billing and Student Loans
Official files maintained by
Treasury Operations
Confidential
Yes
Vital
Yes

U-Bill Payment Authorizations

Electronic and Paper forms authorizing payments via ACH and Payroll Deduct, including policy acknowledgements, etc.
Record category
University Billing and Student Loans
Official files maintained by
Treasury Operations
Confidential
Yes
Vital
Yes

UI Component Units Financial Records

Financial reporting documents for component units included in the annual UI Financial Report. Consists of separate audit reports when they are prepared or supporting files and documentation.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

UI Human Resources-sponsored Tuition and Development Grants/Awards (Employment)

UI Human Resources Sponsored Programs: Documents may include procedure/program information, applications, awards granted to UI employees utilizing UI funds to pay for tuition, receipts or requisitions related to payment of courses on behalf of employee, courses taken, etc. Restricted if contains identification information. Confidential destruction if record contains any sensitive content.
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
University Human Resources - Learning & Development
Confidential
Yes
Vital
Yes

UI Liquor License

Original applications, renewals, liquor license dram shop certificates, and correspondence.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

UIRF Account Statements

Standard business records kept for audit and tax purposes related to UIRF Inventions, Patents and Research Agreements.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Articles of Incorporation

The UIRF is a 501c3, wholly owned by the UI and as such, has Articles of Incorporation filed with the State of Iowa.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Board Minutes

The UIRF is a 501c3, wholly owned by the UI and as such, has a Board of Directors and would retain any minutes from those meetings.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Certificate of Tax Exemption

As a non-profit 501c3, UI Research Foundation is afforded specific tax exemptions.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Intellectual Property Gift Donation Agreements

If outside parties donate intellectual property (patents) to the UIRF, there would be an agreement outlining the donation and any restrictions.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Ledgers

Accounting ledgers, tracking income and distribution related to UIRF Inventions, Patents and Research Agreements.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

UIRF Settlement Agreements

These are generally agreements which come out of litigation related to the infringement of UIRF intellectual property, or the breach of an agreement with UIRF.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes