Institutional Analysis Process
UCLASS Primary: SS330 – 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 Institutional Analysis: | ||
| Incidental Project Files | 25 years from end of project. | Confidential shred or delete. |
| Major Project Files | 25 years from end of project. | Confidential shred or delete. |
| Major Project Reports | End of project | Transfer to Archives |
| Office of Secondary Responsibility (OSR) | Retention | Disposition |
|---|---|---|
| Faculties and Departments and Administrative Units | Discretion of unit. | Confidential shred or delete |
Restrictions:
Access to this series shall be limited to those with the authority for the following purposes:
- File and/or case management.
- Legal review.
- Research (at the discretion of the Director, Office of Institutional Analysis).
Approval Information:
- Allan Starr, Director, Office of Institutional Analysis
- Jo-Ann Munn Gafuik, Access & Privacy Coordinator
- Bonnie Woelk, University Records Committee (Chair)
05 April 2013