University Policies

Bursar Retention Policy

Bursar
Bursar

The Department will categorize its document types to ensure that the University's data retention guidelines are in compliance with federal, state and local mandates.

All Document Types within the Department will be reviewed for compliance, at which time they will be available via the University's electronic storage system. At such time the electronic versions will be considered ‘originals’ and the paper versions shredded.

As of April 13, 2009 the following Document Types will be kept as originals in electronic format only, for the period specified by existing Federal and State mandates.

Additional Information:
Exception: The University will retain paper/original documents for any matter that is "in controversy" (internally or externally) or that has concluded but subject to an appeal period (this is specifically a reference to outstanding bad checks).

See also “Institutional Data Classification” policy.

2009-04-06