UG8450: University Governance – Departmental Governance

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Schedule Number

UG8450

Primary Title

Departmental Governance

Office of Primary Responsibility

Office of the Department, Unit, or Portfolio Head 

Description

Records relating to governance at the departmental level. This generally includes records produced at the VP and AVP level as well as by Faculty Deans and Department Heads. This primary is not meant to represent all the records that a department might have but only those relating to its governance, policy development, strategic planning, etc.

Vital: No

PIB: No

Authority:

BoG Policy GA4: Records Management 

UA Archival Records Guideline   

Date Approved: 20220729

Retention Schedule Secondaries

Secondary No. Secondary Title, Scope & Content Retention, Destruction & Disposition

01  

Policy Development and Implementation  

EV+5Y, FR    

EV=Date superseded or obsolete   

FR=UA will fully retain records from this series  

05  

General    

Used only when there is no other possible secondary classification, but the activity is clearly related to substantial program development and maintenance, or decision-making.     

EV+5Y, D  

EV=Date superseded or obsolete   

20  

Committees  

CY+5Y, FR 

FR=UA will fully retain records from this series

30

Correspondence

Consists of general correspondence and public letters/announcements. Classification applies irrespective of format, and includes email. Role-based email addresses are in scope.

CY+5Y, FR

FR=UA will fully retain records from this series.

45  

Issues  

CY+5Y, SR 

SR=UA will selectively retain records from this series

50

External Reviews & Accreditation

(This is a copy of the records held with the Provost’s office)

EV+10Y, D

D=This series is fully documented with the Provost’s Office, therefore this series can be destroyed once the retention is complete

60  

Reports  

Includes annual reports.

CY+5Y, FR 

FR=UA will fully retain records from this series

70 

Strategic Planning  

Includes retreats.

CY+5Y, SR 

SR=UA will selectively retain records from this series

Acronym Key: AY = Academic Year; CY = Calendar Year; D = Destroy; EV = Event; FY = Fiscal Year; FR = Full Retention by University Archives unless otherwise noted; OPR = Office or Department responsible for source of truth records; SO = when superseded or obsolete; SR = Selective Retention by University Archives; UA = University Archives; Y = Year