Documentation and Retention

Records Management and Retention for Sponsored Programs
This Presentation addresses records retention requirements and regulations, as well as some “best practices” in file management for sponsored programs.

Key Documents for Departmental Sponsored Program Files
A list of common sponsored program documents, responsibility for maintenance of the documents in case of review, and whether a paper copy is required.

Sample File Checklists
Just one example of checklists to use to ensure that sponsored program files are set up properly and that administrators have key information about terms and conditions at their fingertips.

Have a checklist you are using for your departmental files? Share it with your colleagues! Email your checklists to Camilla Curnow at OSP.