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UNIVERSITY ARCHIVES

 

Case Western Reserve University
Records Disposition Schedule

 

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

Contracts and Agreements

Description Documents obligations under contracts, leases, and other agreements between units and outside parties, including creative services (photography, graphic design, works of art, etc.) commissioned by units, including
  • Development and acceptance of contracts and agreements
  • Monitoring of compliance with contract provisions
Confidential Information Present

Lawyer-client privilege

Office of Record Units managing contracts
Office of General Counsel
Other Offices Convenience copies maintained by other units should be destroyed by shredding or file wiping when no longer needed for administrative purposes. Convenience copies should be kept no longer than the periods specified for the Office of Record.
Creative services contracts: Keep while active, then transfer to University Archives for review.
  • Contract drafts
  • Executed contracts and agreements
  • Supporting materials and reports
  • Compliance-monitoring documents
  • Related correspondence and email
All other contracts: Keep 15 years after completion, then destroy. Destroy by shredding or file wiping if confidential information is present.
  • Contract drafts
  • Executed contracts and agreements
  • Supporting materials and reports
  • Compliance-monitoring documents
  • Related correspondence and email
Notes This schedule does not include contracts related to real estate transactions or building construction, renovation, or demolition.
Effective Date December 2006
Revision Date not applicable

 

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.