Research RS10 - Research Contracts and Agreements

Accessed:	2026-07-17
Purpose of series:	Records series documenting the development and administration of research contracts and agreements.
Scope and contents:	Includes (but not limited to): contracts and related agreements (such as: notice of award, grant-in-aid, license, technology transfer, material transfer, release of funds, confidentiality/non-disclosure), applications, related protocols, reports, project descriptions, budgets and working papers, and pertinent correspondence.
Cross reference:	For grant and fund administration, see: Research Grants and Awards - Internal (RS12) or Research Grants and Awards - External (RS13).
Exceptions:

Primary offices:	Office of Research Services, Faculties
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Transfer to University Archives
Primary office retention period:	10 years
Primary office retention instructions:	S/O = Contract or agreement completed and all obligations met, terminated, expired or withdrawn. Once contract or agreement has been completed had all obligations met, or has been terminated, expired or withdrawn it is to be retained for 10 years then transferred to the University Archives for selective retention.

Secondary offices:	Units
Secondary office retention trigger:	Superseded / Obsolete
Secondary office disposition:	Secure Destruction
Secondary office retention period:	10 years
Secondary office retention instructions:	S/O = Contract or agreement completed and all obligations met, terminated, expired or withdrawn. Once contract or agreement has been completed had all obligations met, or has been terminated, expired or withdrawn it is to be retained for 10 years then securely destroyed.

Retention rationale:

Expected Operational Use

Vital records	Electronic systems	Personal information	Official media
Yes	NAS, SharePoint, Romeo	Yes	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-12-13	2022-01-21 11:17:50	cr618206	Sensitive

Notes: