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common records schedule

Research

Records relating to development of knowledge that provides insight into the scientific, economic, social and cultural issues affecting the world.

RES10

Research Contracts and Agreements

Consists of records relating to the development and administration of commitment to provide specific deliverables pursuant to a research contract or agreement. Records may include contracts and agreements, grant-in-aid agreements, license agreements, technology transfer agreements, material transfer agreements, confidentiality/non-disclosure agreements, reports, correspondence, project descriptions, budgets and working papers.


Office of Primary Responsibility

Office of Research Services

Retention

7 years after expiration of contract or agreement

Disposition

Destroy after Archives review


Other Copies

Retention

Until operational use ceases

Disposition

Destroy


See Also

ADG35 - Contracts and Agreements

FIN10 - Accounts Payable

FIN15 - Research Accounting


Retention Rationale

Retention based on anticipated operational use.


Filing Guidelines

A signed copy of any financial agreement with a value over $100,000 or a term of 5 years or more when worth over $50,000, or that is university wide when worth over $50,000, or that is complex when worth over $50,000 shall be deposited with the University Secretariat.


Approved by University Secretary and General Counsel on 2008-06-20