| Activity | EX4200 General Legal Matters |
| Records Series | 33 - Acquisitions and Dispositions, Legal Entities |
| OPR | Office of the Legal Counsel and Department/Unit |
| Description | Records documenting the university's acquisition or disposition of legal entities, such as mergers, acquisitions, divestitures, and transfers of ownership or control of university-affiliated organizations. It encompasses purchase agreements, sale contracts, due diligence documents, board approvals, financial statements, and any related legal correspondence. Records may also include tax considerations, and post- acquisition or disposition actions. |
| Retention Trigger | Case closed. |
| Total Retention | 15 years |
| Final Action | DP/AR |
| Disposition Plan | If OPR = Office of the Legal Counsel, at the end of the 15-year retention period transfer all records to the Archives. If OPR ≠ Office of the Legal Counsel, at the end of the 15-year retention period destroy all records. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Saturday, Mar 29 2025