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Procedure for Retention and Disposal Schedules

Approval Date: 2016-07-07

Effective Date: 2016-07-07

Responsible Unit: Office of the Chief Information Officer


The information management and protection lead, as designated by each Unit, is responsible for ensuring that Retention and Disposal Schedules are established for the Unit. The Retention and Disposal Schedule prescribes retention periods and requirements for the legal disposal of Official University Records. It provides direction to ensure that Official University Records are retained for as long as necessary based on their operational, fiscal, legal and historical value. It also prescribes the appropriate disposition of Official University Records – either destruction or archival preservation.

The Office of the Chief Information Officer (OCIO) shall provide advice and support to Units in establishing and using Retention and Disposal Schedules. A Unit must contact the OCIO ( to initiate the process of creating and implementing a Retention and Disposal Schedule.

Once the Retention and Disposal Schedule is established, the Unit is responsible for adhering to it by maintaining the records for their entire retention period and disposing of them when required.

Policies using this procedure:

Procedure Amendment History

No recorded history of amendments.