Office of Audit & Compliance, Office of the General Counsel, and the University Archives and Records Center (Effective January 2, 2001)
Formally Adopted by the President’s Advisory Committee on the University Archives and Records Center (April 11, 2002)
Formally Adopted by Resolution of the Trustees of the University of Pennsylvania (June 17, 2011)
Trustee Boards and Other Governance, Committees and Meetings
| Proceedings of the Trustee Board and Committees, Academic Committees, and Administrative reports | transfer to UARC after 2 years; permanent |
| Records of other committees and meetings | 5 years |
Contracts/Legal
| Design and Construction contracts | life of building |
| Other contracts, except research administration contracts | 7 years after termination |
| Insurance policies | permanent |
| Equipment warranties | life of equipment |
| Patent, trademark and other intellectual property records | permanent |
| Litigation, claims, risk management, incident reports | 7 years |
| Authorizations for release of records, subpoenas, court orders | 7 years |
| Real property records | permanent |
| Pharmaceutical Assistance contracts | 7 years |
Regulatory Records
| Accreditation records | permanent |
| Licensure records | permanent |
Faculty Records
| Faculty meeting minutes | transfer to UARC after 4 years; permanent |
| Faculty promotion and tenure records, and tenure review records | permanent |
| Conflict of interest disclosures | permanent |
Search Records
| Presidential search records | transfer to UARC after 2 years; permanent |
| Academic search records | 2 years from date search is completed |
Publicity Records
| Publicity Records | transfer to UARC after 2 years; permanent |
Public Safety Records
| Public Safety Records | 5 years |
Miscellaneous
| Annual reports | transfer to UARC when circulated; permanent |
| Commencement lists | transfer to UARC after 2 years; permanent |
| Policies and procedures | 10 years after withdrawal/revision |