RECORDS
90.01
Revised 11-06
Procedures, Records, and Forms
335-2005
Title | |||||
Record Series Title--Function/Purpose |
Location |
Cutoff |
Retention |
Disposition |
Remarks |
| COST SHARING EFFORT INQUIRY REQUEST (WSU 1288) Provides information concerning employees who are anticipated to contribute effort toward cost-sharing obligations of sponsored projects. Used for data collection and entry into the effort certification system. |
Sponsored Programs Services* |
data entered and verified |
0 |
WSU--GS 02 |
|
| DELIVERABLES File copies, including but not limited to reports, studies, surveys, educational materials and promotional materials, regardless of media, that have been developed or produced as part of a grant or grant agreement. |
Department* |
final termination of grant or agreement |
6 yrs |
GS 23005 |
Potentially Archival |
| EFFORT CERTIFICATION REPORT (WSU 1174) Record of the employee's activity for the month in compliance with federal regulations. |
Controller* (OPR) |
FY |
6 yrs |
WSU--GS 02 |
|
| GRANTS RECEIVED BY THE UNIVERSITY (DEPT. COPY) Copies of documentation of grant projects and funds received and expended by WSU. May include copies of Requests for Proposals (RFPs), applications, grant award notifications, fiscal reports & supporting documentation, reports & correspondence related to grant monitoring, audit reports, status reports, compliance reports, grant modification requests, progress reports, and final reports. NOTE: The official record copies of certain documents that record grant expenditures are retained in accordance with the stated retention periods for those specific record types, e.g., purchasing card documentation. |
Department |
end of grant period |
4 yrs |
WSU--GS 02 |
|
| RESEARCH DATA Provides a record of compiled research data gathered during the course of a grant or contract. May include data collection and evaluation, instruments, statistics, questionnaires and similar materials. |
Principal Investigator* |
Project Completion |
3 yrs |
WSU--GS 02 |
|
| RESEARCH/CONFERENCE ACCOUNT REQUEST (WSU 1283) Requests a conference or self-sponsored account. |
Sponsored Programs Services* |
TOC |
6 yrs |
WSU--GS 02 |
|
| SPONSORED PROJECT ACTIVITY REQUEST (WSU 1326) Requests University approval for actions such as re-budgeting, extending and approving pre-award expenditures regarding sponsored accounts. |
Sponsored Programs Services* |
TOC |
6 yrs |
WSU--GS 02 |
|
| SPONSORED PROJECT ALLOCATION NOTICE Informs investigators and departments of object allocations and other accounting information regarding grants and contracts. |
Dean/Department* |
Receipt of notice |
0 |
WSU--GS 02 |
|
| UNFUNDED PROPOSAL FILE Provides a record of research proposals sent to sponsors and currently unfunded. |
Department* |
FY |
2 yrs |
WSU--GS 02 |
|