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 301 - 319 of 319

Filters

Unit-specific Tuition and Development Grants/Awards (Employment)

Documents may include procedure/program information, applications, awards granted to UI employees utilizing UI funds (not sponsored by University HR) 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
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

United States Army Medical Research and Materiel Command (USAMRMC)

Records associated with US Army grant
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

University Annual Audited Financial Report

The audited financial report of the University of Iowa is published annually. It summarizes the financial position and results of operations of the University for the past two fiscal years.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

University audited GAAP package

The State of Iowa's Department of Administrative Services (DAS) requires each state unit to submit financial information annually in a format they specify. The submitted financial information is accumulated and combined to develop the State of Iowa Comprehensive Annual Financial Report (CAFR).
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

University Budget Book

Annual budget information per organizational unit documented for public use
Record category
Accounting and Financial
Confidential
No
Vital
Yes

University Goods and Services Contracts

University contracts are the final, signed contracts that are processed for the purchase of goods and services. These contracts include but not limited to maintenance agreements, software licenses, non-real estate leases, credit applications, etc. Typical supporting documentation would be the signed contract and any supporting information related to purchase. Contracts are maintained in centralized contract management system. Departments must send final signed versions to email: purchasing-contracts@uiowa.edu
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

University of Iowa Charter Committee Member Listings

Annual membership listings for UI charter committees which are established in an effort to assure that University-wide services and activities will be carried out in the best interests of education and society. (Also retained permanently by UI Archivist due to historical value)
Record category
Administrative Records
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

University of Iowa General Catalog

The General Catalog provides information about the programs at the University of Iowa.

Record category
Academic and Faculty
Official files maintained by
Office of the Registrar
Confidential
No
Vital
Yes

Vaccinia Vaccination Information Forms

Vaccinia Vaccine Information forms used to document the individual's acceptance or refusal of vaccinia vaccination.
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Van Pool Agreements

Signed agreement by employee van pool members stating they will abide by terms and policies of van pool program.
Record category
Parking & Transportation
Official files maintained by
UI Parking & Transportation
Confidential
Yes
Vital
Yes

Vehicle Accident Files

Records of accidents involving vehicles either owned or operated by a Regents institution.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Vehicle Self-Insurance Fund

Documents relating to establishment and administration of vehicle self-insurance fund.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Vendor Applications/W9s

Vendor application form is scanned and saved in a shared folder. Typically not considered confidential, however, some information may be confidential
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

W-2

Wage and Tax Statement filed annually with IRS and employee.
Record category
Tax Records
Official files maintained by
University Human Resources - Payroll
Confidential
Yes
Vital
Yes

Waivers - signed copies

Release of Liability signed by third parties for personal injury or property damage resulting from their participation in activities/events occurring on and off University property.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Waivers of UI Interest On Disclosures of New Inventions

These are letters signed by UIRF waiving rights back to the inventor(s) if it is determined the UIRF has no interest in the disclosed invention.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

Wholly-owned subsidiaries (Musser-Davis) Financial Report

Audited financial report, company documents for leasing, sales, operating expenses, payroll, taxes, correspondence.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

X-ray Unit Compliance Surveys

EHS compliance surveys of UI X-ray units
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

X-ray Unit Inventory/Registration

EHS Inventory and registration of UI X-ray Units
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes