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Refunds and Repayments

Identification

Record Series Item Number
4.7
Retention Policy Number
218
Series
4.7 - Fiscal Records-Other Fiscal

Retention Period

Total Retention
FE + 3

Characteristics

Final Repository
CONTROLLER
Vital
Yes
Remarks
Retention is also based on requirements listed in the Federal Student Assistance General Provisions 34 CFR 668.24: Record Retention and Examinations.

Status

Last Update
9/15/21 13:27
GUID
UNTRRS-1071

Fines Records, Unpaid

Identification

Record Series Item Number
4.7
Retention Policy Number
114
Series
4.7 - Fiscal Records-Other Fiscal

Retention Period

Total Retention
10

Characteristics

Final Repository
LOCAL UNIT
Vital
Yes

Status

Last Update
9/15/21 13:04
GUID
UNTRRS-1067

Fines Records, Paid

Identification

Record Series Item Number
4.7
Retention Policy Number
113
Series
4.7 - Fiscal Records-Other Fiscal

Retention Period

Total Retention
3

Characteristics

Final Repository
LOCAL UNIT
Vital
Yes

Status

Last Update
9/15/21 13:01
GUID
UNTRRS-1066

Grant Records (Federal and State)

This series documents state and
federal grant projects participated
in or administered by state
agencies. It includes grant
authorization records, which
provide evidence of the award of
grants to or by agencies;
grant/project financial or
performance reports, which are
periodic reports of financial activity
and/or program performance
related to grants received or made
by agencies.

Identification

Record Series Item Number
4.7.008
Retention Policy Number
109
Series
4.7 - Fiscal Records-Other Fiscal

Retention Period

Total Retention
AC+3

Characteristics

Final Repository
RESEARCH SERVICES
Vital
Yes
Remarks
AC=Terms of the grant and/or satisfaction of all uniform administrative requirements for grants and cooperative agreements to state and local governments (The Common Rule).
CAUTION: Retention requirements may vary depending on the specific funding agency. Agencies must ensure that records are retained for the appropriate retention period.

Status

Last Update
10/15/21 16:42
GUID
UNTRRS-1085

Detail Chart of Accounts

A list of accounts used by an organization with each account usually assigned a number or code.

Identification

Record Series Item Number
4.7.007
Retention Policy Number
77
Series
4.7 - Fiscal Records-Other Fiscal

Retention Period

Total Retention
FE + 3

Characteristics

Final Repository
CONTROLLER
Vital
No

Status

Last Update
10/15/21 16:42
GUID
UNTRRS-1081
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