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Institutional Analysis process

Retention Rule Number: 
Specific Retention Rule 2009.04
Function/Activity: 
To document the provision of information, data and analysis to clients.
Description/Type of Records: 
Correspondence, meeting notes, working papers, survey data, project queries and results, request forms, project reports.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Office of Institutional Analysis:

Office of Primary Responsibility (OPR): 

Incidental Project Files

Retention: 

25 years from end of project.

Disposition: 

Confidential shred or delete.

Office of Primary Responsibility (OPR): 

Major Project Files

Retention: 

25 years from end of project.

Disposition: 

Confidential shred or delete.

Office of Primary Responsibility (OPR): 

Major Project Reports

Retention: 

End of project

Disposition: 

Transfer to Archives

Office of Secondary Responsibility (OSR)
Retention
Disposition

Office of Secondary Responsibility (OSR): 

Faculties and Departments and Administrative Units

Retention: 

Discretion of unit.

Disposition: 

Confidential shred or delete