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 101 - 120 of 319

Filters

Evouchers

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.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

External Audit Requests - Annual Single Audit

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.
Record category
Grants and Awards
Official files maintained by
Grant Accounting Office
Confidential
Yes
Vital
Yes

External Audit Requests - Sponsored Projects

External audit requests, documentation submitted, correspondence, final audit report and university response to any findings.
Record category
Grants and Awards
Official files maintained by
Grant Accounting Office
Confidential
Yes
Vital
Yes

Facilities & Administration (F&A) Cost and Fringe Benefit Rate Agreement

The signed agreement between the University and the Department of Health & Human Services Division of Cost Allocation that is used to support claims for indirect costs on grants and contracts with the Federal Government.
Record category
Accounting and Financial
Official files maintained by
UI Financial Analysis - Controller's Office
Confidential
Yes
Vital
Yes

Facilities & Administration (F&A) Rate Proposal: base year

Documentation of calculations sent to the Department of Health & Human Services - Division of Cost Allocation in support of the F&A rate calculation.
Record category
Accounting and Financial
Official files maintained by
UI Financial Analysis - Controller's Office
Confidential
Yes
Vital
Yes

Faculty Senate Meetings

Minutes and agendas of UI Faculty Senate meetings.

Record category
Academic and Faculty
Official files maintained by
Office of the Executive VP and Provost
Confidential
No
Vital
No

Federal Agency-wide reporting

Small Business Administration, FFATA, and other reports submitted.
Record category
Grants and Awards
Official files maintained by
Grant Accounting Office
Confidential
Yes
Vital
No

Federal Transit Administration Capital Project Records

Documentation related to the purchase, financing or construction of capital equipment or building projects utilizing Federal Transit Administration Funds.
Record category
Parking & Transportation
Official files maintained by
UI Parking & Transportation
Confidential
Yes
Vital
Yes

Field and Lab Health, Safety, and Operations Protocols

Standards for conducting archaeological research.

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

Financial Aid Fiscal Records

Fiscal Records may include Federal Student Aid (FSA) program transactions including aid disbursements and Federal Work-Study (FWS) payments, student aid program reconciliation, and records used for the completion of the FISAP, including the income grid section. 

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

Fire Safety Inspection Report Responses (State Fire Marshal)

Institutional responses or plans for corrective action to State Fire Marshal's Annual University of Iowa Fire Safety Inspection Report.
Record category
Facilities Management
Official files maintained by
UI Department of Public Safety
Confidential
Yes
Vital
Yes

Fire Safety Inspection Reports and Response (Iowa City Fire Department)

Semi-Annual report issued by the Iowa City Fire Department as part of contract with ICFD for fire protection services and UI response or corrective measures.
Record category
Facilities Management
Official files maintained by
UI Department of Public Safety
Confidential
Yes
Vital
Yes

Flood insurance policies

Flood insurance files including policy documents, applications, renewals, correspondence, elevation certificates, etc.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Floor Plans

Building floor plans. 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

Forklift Inspection Records

Records of required forklift inspections for departments/facilities using forklifts.
Record category
Environmental Health & Safety
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
No
Vital
Yes

Form W-2G: Raffle Reporting

Reports of winnings and tax withholding for university sponsored raffles where the value of the prize less amounts paid for participating is over $600 AND the value of the prize is over 300 times the amount the winner paid to participate. (Depts. must notify UI Office of the General Counsel and UI Accounts Payable when holding raffles.)
Record category
Tax Records
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Fringe benefit pool rate setting

Fringe benefit pool rate setting final reports, supporting files, and correspondence.
Record category
Accounting and Financial
Official files maintained by
UI Financial Analysis - Controller's Office
Confidential
Yes
Vital
Yes

Fume Hood Reports

Records of Fume hood tests and reports, and other ventilation tests conducted by EHS.
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

General Ledger Transactions (electronic format)

Transactions and balances within the PeopleSoft General Ledger system.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

Grades of Students from Iowa higher educational institutions that have closed

All grades attained by students of any institution of higher learning, whether incorporated or not, that have gone out of existence or cease to function as an educational institution within the state of Iowa, as transferred to the SUI per Code of Iowa requirement - Chapter 264: Perpetuation of College Credits
Record category
Academic/Student Records
Official files maintained by
Office of the Registrar
Confidential
Yes
Vital
Yes