University of California                                          Records Management Disposition Schedules

Record Type or Number Record Title or General Description Office of DISPOSITION SCHEDULE IN YEARS Record Record Copy Other Copy

I. ADMINISTRATIVE


A. AGREEMENTS
	  Athletic Agreements (See Sec. II.E,                                                 
	  Intercollgiate Athletics)                                                           

 G        Broadcasting Agreements (radio, TV,       Executing     3-5           1 following   
	  etc.)                                     Office        following     expiration    
								  expiration                  

 G        Charter & Transportation Agreements       Executing     3-5           1 following   
	  (e.g., boats, planes, buses, & bus        Office        following     expiration    
	  service)                                                expiration                  

 G        Concession Agreements (e.g., vending      Executing     3-5           1 following   
	  machines, other coin-operated equipment)  Office        following     expiration    
								  expiration                  

 G        Education Abroad Program Agreements       Secretary of  6 after       1 after       
						    The Regents   termination   termination   

 G        Equipment Loan Agreements                 Executing     *3 following  0-1           
						    Office        expiration    following     
										expiration    

 G        Independent Consultant Agreement          Accounting    *5 following  0-5           
	  (excluding architects & internal          Executing     termination                 
	  faculty consultants)                      Office                                    

 G        Nongovernmental Miscellaneous Agreements  Secretary of  6 after       0-2 after     
						    The Regents   termination   termination   

 G        Occupancy & Lease Agreements Under        Secretary of  *6 after      1 after       
	  DOE Contracts                             The Regents   termination   termination   

 G        Performance Agreements                    Executing     4 after       0-5           
						    Office        expiration                  

 G        Planned Purchasing Program Agreement      Negotiating   3-5           1 following   
	  (University & State)                      Office        following     expiration    
								  expiration                  

 G        Professional Services Agreements (to UC,  Executing     5 following   1 following   
	  excluding medical)                        Office        expiration    expiration    

 G        Property/Facilities & Outside Facilities                                            
	  Rental Agreements (See Sec. I.G, Leases)                                            

 G        Sales Agreements                          Executing     3-5           1 following   
						    Office        following     expiration    
								  expiration                  

 G        Service Agreement & Contract -            Executing     3-5           1-2           
	  University as Recipient                   Office        following     following     
								  expiration    expiration    

 G        Service Agreement & Contract -            Executing     3-5           1-2           
	  University as Vendor                      Office        following     following     
								  expiration    expiration    

 G        Staff Employee Training Agreement         Executing     3-5           0-5           
						    Office        following     following     
								  expiration    expiration    

 G        State Agreements/Contracts (research,     Contracts &   6 after       0-5           
	  service, cooperative)                     Grants        termination   following     
						    Accounting    3 after       termination   
								  termination                 

 G        Teacher Training Agreements               Executing     3-5           0-5           
						    Office        following     following     
								  expiration    expiration    

 G        Utility Agreements                        Secretary of  3 following   1 following   
						    The Regents   expiration    expiration    
						    Negotiating   3 following                 
						    Office        expiration                  

 G        Work/Study Agreements, Federal            Financial     *5 after      0-5 after     
						    Aid           termination   termination   

 G        Work/Study Agreements with Public &       Executing     3 following   1 following   
	  Private Non-Profit Organizations          Office        expiration    expiration    
	  (excluding Federal)                                                                 


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      
B. APPLICATIONS AND REQUESTS
 G        Audio Visual Aids, Request for            Department    0-1           ---           

 G        Bicycle Registration Application          Police        1             0-1           
						    Cashier-SD                                

 G        Computer Facilities, Request for          Department    0-5           0-5           

 G        Facilities, Application for Use of, or    Issuing       0-1           UAT           
	  Space Reservation                         Department                                

G &       Insurance, Request for and Request for    OP-RM&S       2 after       1-2 after     
1300,     Change to Existing                                      expiration    expiration    
1300A, &                                                                                      
1310                                                                                          
						    VC-Business   1-2 after                   
						    &             expiration                  
						    Finance                                   
								  1 after                     
						    Department    expiration                  

RM2       Records Disposition Schedule, Request     Records       1 after       Until         
	  for                                       Management    publication   published     
						    Committee                                 

 G        SCUBA Certification, Application for      Environmental 7-22 after    ---           
						    Health &      termination,                
						    Safety        graduation,                 
								  or                          
								  withdrawal                  

											      

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

C. CERTIFICATES, LICENSES, PERMITS, REGISTRATIONS, WARRANTEES
 G        Aircraft Registrations                    Executing     1 following   0-1           
						    Office        disposal of                 
								  aircraft                    

 G        Alcohol Use Permit                        Materiel      3 following   0-1           
						    Manager       expiration    following     
										expiration    

 G        Certificate of Approval to Keep and Use                                             
	  Laboratory Animals (No longer issued.                                               
	  Replaced by Registration Permit issued                                              
	  by USDA.)                                                                           

 G        Certificates of Insurance                 OP-RM&S       3 after       1 after       
								  expiration    expiration    

 G        Controlled Substances/Narcotics           Materiel      3 following   0-3           
	  Certificate                               Manager       expiration                  

 G        Copyright Assignments/Transfers           Executing     3 following   0-3           
						    Office        expiration                  

 G        Copyright Licenses                        Executing     3 following   0-3           
						    Office        expiration                  

 G        Copyright Registrations                   Executing     Until         0-Expired     
						    Office        expired                     

 G        Distribution of Literature Permit,        Dean of       0-2 then to   ---           
	  Non-University Organizations              Students      Archives                    

 G        Easements                                 Secretary of  Permanent or  ---           
						    The Regents/  until                       
						    Negotiating   disposal of                 
						    Office        property                    

 G        Elevator Permit                           Physical      Until         Until         
						    Plant         superseded    superseded    

 G        Import and Export Licenses                Purchasing    5 following   0-1           
								  expiration    following     
										expiration    

 G        Nuclear Reactor License                   Secretary of  5 following   0-3           
						    The Regents/  expiration    following     
						    Negotiating                 expiration    
						    Office                                    

 G        Permit-to-Enter (Entry Permit)            Executing     1 following   0-1           
						    Office        expiration    following     
										expiration    

 G        Pressure Vessel Permit                    Physical      Until         Until         
						    Plant         superseded    superseded    

 G        Private Automobile, Use Permit            Issuing       1 following   0-1           
						    Office        expiration    following     
										expiration    

 G        Radio & Television Licenses               Negotiating   1 following   0-1           
						    Office        expiration    following     
										expiration    

 G        Registered Research Facility Permit       Research      Until         ---           
						    Facility      revoked,                    
								  return to                   
								  USDA                        

 G        University Name, Use Permit               Granting      2 following   0-1           
						    Office        expiration    following     
										expiration    

 G        Utility Licenses                          Secretary of  1 following   0-1           
						    The Regents   expiration    following     
										expiration    

 G        Vehicle Registration                      Executing     Until         1 after       
						    Office        disposal of   expiration    
								  vehicle                     

 G        Vessel and Trailer Registration           Purchasing    Until         1 after       
								  disposal of   expiration    
								  vessel/                     
								  trailer                     

 G        Vehicle Warrantees                        Garage        Life of       ---           
								  Warranty                    


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      
D. CONTRACTS, GRANTS, & AGREEMENTS (EXTRAMURAL) FOR RESEARCH, TRAINING & PUBLIC SERVICE
 G        Advice of Contract/Grant Award (EDP       Originating   0-3           0-1           
	  in-put document)                          Contracts &                               
						    Grants                                    
						    Office                                    

	  See also Sec. I-F, Gifts, Endowments,                                               
	  and Private Grants (UDEV 100/U1507)                                                 
	  where the Advice of Contract/Grant Award                                            
	  form is used in lieu of UDEV 100/U1507                                              
	  to report acceptance of a private grant.                                            

 G        Advice of Contract/Grant Proposal (EDP    Originating   0-3           0-1           
	  in-put documents)                         Contracts &                               
						    Grants                                    
						    Office                                    

 G        Personnel Activity Reports (PAR):  See                                              
	  Section V-M, Time and Leave Reporting                                            
	  (UCSA 001 Personnel Activity Report)                                                

 G        Basic Agreements (including master        Contracts &   Longer of:    0-5           
	  contracts, master agreements, & advance   Grants        i) 4 after                  
	  payment pool agreements) with related     Office        termination/                
	  material                                  (Campus or    expiration,                 
						    OP) with      ii) 6 after                 
						    operational   final                       
						    responsibility payment of                  
								  all project                 
								  orders                      
								  there-under,                
								  or                          
								  iii)                        
								  resolu-tion                 
								  of any                      
								  litigation,                 
								  claim, or                   
								  audit.                      
								  All subject                 
								  to archival                 
								  review                      

						    Accounting    Same as       0-5           
						    Office        immediately                 
						    (campus or    above                       
						    OP) with                                  
						    operational                               
						    responsibility                             
											     

 G        Contracts (including interagency          Contracts &   Longer of:    0-5           
	  agreements & projects orders under basic  Grants        i) 6 after                        
	  agreement), Grants (including private),   Office        expiration/                
	  Cooperative Agreements (including         (campus or    termination                 
	  private) with related material:  See      OP) with      ii)                         
	  also Sec. I-F, Gifts, Endowments, &       operational   resolution                  
	  Private Grants, for the disposition       responsibility of any                      
	  schedule covering Form UDEV 100/U1507,                  litiga-tion,                
	  Gift/Private Grant Acceptance Report                    claim or                    
	  (for Private Grants), G (or equivalent)                 audit, or                   
								  iii) period                 
								  stated in                   
								  award                       
								  document.                   
								  All subject                 
								  to archival                 
								  review                      

						    Accounting    Same as       0-5           
						    Office        immediately                 
						    (campus or    above                       
						    OP) with                                  
						    operational                               
						    responsibility                             
											     

 G        Proposals for Extramural Support          Contracts &                               
						    Grants                                    
						    Office                                    
						    (campus or                                
						    OP) with                                  
						    operational                               
						    responsibility                             
											     
	       Pending Proposal                                   Hold until    Hold until    
								  proposal is   proposal is   
								  awarded,      awarded,      
								  rejected or   rejected or   
								  withdrawn     withdrawn     
								  (see next     (see next     
								  entries)      entries)      

	       Rejected or Withdrawn Proposal                     0-2           0-1           

	       Awarded Proposal:  Awarded proposals                                 0-5           
	       become a part of the resulting award                                                
	       documents (see Contracts, Grants, and                                               
	       Cooperative Agreements, above)                                                      

 G        Reports, Fiscal & Administrative on                                                 
	  Federal Financial Aid & Training Program                                            
	  Grants:  See Section III-D, Fiscal                                                  
	  (Financial Reports & Statements)                                                    

 G        Contracts with DOE for operation of DOE   Secretary of  *10 after     1-10 after    
	  Laboratories (including related           The Regents   termination,  termination   
	  agreements):  See also Sec. I-A,                        then to                     
	  Agreements (Occupancy & Lease Agreements                Archives                    
	  Under DOE Contracts)                                                                

	  Contract and Grant Reports - Computer Generated                                               

		Quarterly Reports Provided to Each Campus & Laboratory              


CGX030A   Corporate Contract & Grant Edit Error     OP Contracts  Until         0-1           
	  Report - Awards (transactions identified  & Grants      superseded                  
	  as "rejected" must be corrected &                       by next                     
	  re-entered by campuses)                                 quarterly                   
								  CGX030A                     

CGX030P   Corporate Contract & Grant Edit Error     OP Contracts  Until         0-1           
	  Report - Proposals (advisory report to    & Grants      superseded                  
	  campus only-- correction of proposal                    by next                     
	  errors by campuses optional)                            quarterly                   
								  CGX030P                     

CGX070A   Contract & Grant Awards (sorted by        OP Contracts  Until         0-1           
	  campus-sponsor- department)               & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX070A                     

CGX070P   Contract & Grant Proposals (sorted by     OP Contracts  5             0-5           
	  campus-sponsor-department)                & Grants                                  

CGX1241   Federal & State Sponsors (Sponsor Code    OP Contracts  Until         0-1           
	  Listings)                                 & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX1241                     

CGX1251   Other Government Agency Sponsors          OP Contracts  Until         0-1           
	  (Sponsor Code Listing)                    & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX1251                     

CGX1261   Sponsors Other than Federal, State, and   OP Contracts  Until         0-1           
	  other Government Agencies (Sponsor Code   & Grants      superseded                  
	  Listing)                                                by next                     
								  quarterly                   
								  CGX1261                     

	  Quarterly University-wide Reports (not distributed to campuses or laboratories)     


CGX075A   Summary Report of Contract and Grant      OP Contracts  10            0-5           
	  Awards                                    & Grants                                  

	  
	  Contract and Grant Reports - Computer Generated (continued)                        

	  Quarterly University-wide Reports (not distributed                               
	  to campuses or laboratories (continued)                                            

CGX100A   Index of Contract & Grant Awards          OP Contracts  Until         0-1           
	  (sorted by sponsor-campus)                & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX100A                     

CGX1211   All Sponsors in Sponsor Code Order        OP Contracts  Until         0-1           
						    & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX1211                     

CGX1221   All Sponsors in Sponsor Title Order       OP Contracts  Until         0-1           
						    & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX1221                     

CGX1231   All Sponsors in Sort Key Order            OP Contracts  Until         0-1           
						    & Grants      superseded                  
								  by next                     
								  quarterly                   
								  CGX1231                     

	  Annual University-wide Reports to Each Campus & Laboratory                         


CGX070AA  Contract & Grant Award (sorted by         OP Contracts  10            0-5           
	  campus-sponsor-department)                & Grants                                  

	  Annual University-wide Reports (not                                                
	  distributed to campuses or laboratories)                                            

CGX100AA  Index of Contract & Grant Awards          OP Contracts  10, then to   0-5           
	  (sorted by sponsor-campus)                & Grants      Archives                    

CGX200AA  Annual Comparison of Award Amounts        OP Contracts  2             0-5           
	  (sorted by federal, state, or other type  & Grants                                  
	  of sponsor and by sponsor according to                                              
	  the total annual award amount)                                                      

	  As-Requested University-wide Reports                                               

CGX100P   Index of Contract & Grant Proposals       Requesting    0-2           0-2           
	  (quarterly data, sorted by                Office                                    
	  sponsor-campus)                                                                     

CGX400A   Summary Inventory of Active Contracts &   Requesting    0-2           0-2           
	  Grants (sorted by                         Office                                    
	  campus-Universitywide-type of                                                       
	  sponsor-sponsor)                                                                    

CGX903A   Data Element Search Report                Requesting    0-2           0-2           
						    Office                                    


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      
E. CORRESPONDENCE
 G        Photocopied (Xerox, etc.) Material,       Department                  0-1           
	  extra copies of                                                                     

 G        Policy & Nonroutine Correspondence        Department    Until         0-2           
								  superseded                  
(If HIPAA-compliance related, retain 6 after superseded.)
 G        Routine Correspondence                    Department    0-1           ---           
             
 G        Printing & Xerox Masters, etc., used      Department    0-1           ---           

F. GIFTS, ENDOWMENTS, PRIVATE GRANTS
	  Computerized Printout of Alumni & Donor   Development   Until         0-1           
	  Profile                                   & Alumni      superseded                  
						    Office                                    

 G        Decree of Distribution                    Secretary of  Permanent     **0-10        
						    The Regents                               
						    (V)                                       

 G        Deed:  Gift, Grant, & Quitclaim           Secretary of  Permanent     **0-10        
						    The Regents                               
						    (V)                                       

	  Endowment or Loan Fund Record Sheet       President     Permanent     **0-10        

 G        Estate & Will File                        General       Permanent     **0-10        
						    Counsel                                   

G or      Report of Gift/Private Grant Acceptance                                             
UDEV100   with attachments, including:                                                        
	    Gift Acceptance and/or Acknowlegement                                              
	    Letter(s)                                                                           
	    Donor's Letter of Gift or Pledge                                                   
	    Various Donor Lists (if applicable)                                                
						    Campus        1             **0-1         
	    Gifts of $1 - $999, excluding gifts of  Develop-ment                              
	    real property and endowments            Office                                    
								  10            **1           
	    Gifts of $1,000 - $999,999, excluding   OP-Recds.                                 
	    gifts of real property and endowments   Mgmt. Serv.                               
								  10 then to    **1-10        
	    Gifts of $1,000,000 and over, and all   OP-Recds.     Archives                    
	    gifts of real property and endowments.  Mgmt. Serv.                               

	  See also Sec. I-D, Contracts, Grants, &                                             
	  Agreements (Extramural) for Research,                                               
	  Training, & Public Service, for the                                                 
	  disposition schedule covering private                                               
	  grant documents & related materials                                                 
	  other than UDEV 100 and attachments.                                                

 G        Gift Term Amendment or Cancellation       President     Permanent     **0-10        

	  Report of the Receipt of Gifts of         President     Permanent     **0-10        
	  Securities                                                                          

	  Gifts & Endowments Reports - Computer Generated                                    

GE010     Exception Listing - Gifts & Endowments    OP-Gifts &    UAT           ---           
						    Endowments                                

GE030     G.E. Master File Additions, Changes, &    OP-Gifts &    2             0-1           
	  Deletions                                 Endowments                                

GE140     G.E. Correction Run                       OP-Gifts &    UAT           ---           
						    Endowments                                

GE185     Monthly Register of Gifts                 OP-Gifts &    2             0-1           
						    Endowments                                

GE200     Monthly Report of Accepted Gifts          OP-Gifts &    2             0-1           
						    Endowments                                

GE425     G.E. Numeric Roster - Quarterly           OP-Gifts &    Until         Until         
						    Endowments    superseded    superseded    

GE900     Annual Summary of Gifts                   OP-Gifts &    5             ---           
						    Endowments                                

GE930     Breakdown of Gifts by Size & Source       OP-Gifts &    5             ---           
						    Endowments                                

GE980     Annual Register of Accepted & Received    Gifts &       10-Permanent  0-5           
	  Gifts by Campus                           Endowments/   or to                       
						    Development   Archives                    

GE985     Composite Register of Accepted &          OP-Gifts &    Permanent     ---           
	  Received Gifts & Endowments (Annual)      Endowments                                


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

G. LEASES
 G        Personal Property Leases/Rentals (e.g.    Executing     *1-3          0-1           
	  equipment)                                Office        following     following     
								  termination   termination   

 G        Real Property & Facilities Leases &       Secretary of  *6 following  0-3           
	  Rental Agreements (See also Sec. A,       The Regents   termination   following     
	  Agreements)                               (V)                         termination   


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

H. LOAN AND PROPERTY MANAGEMENT PROGRAM
 G        ORIGINATION FORMS                         Loan &        4 years       3 years       
						    Property      after loan    after               
						    Management -  payoff        loan payoff         
						    OP                                              


	  REPORTING FORMS
											      

IRS-1096     Annual Summary & Transmittal of US     Loan &        5             0             
	     Returns                                Property                                  
						    Management -                              
						    OP                                        

 G           Federal Reporting Information Form     Loan &        5             0             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Investor Reporting                     Loan &        1             0             
						    Property                                  
						    Management -                              
						    OP                                        

IRS-8330     Issues of Quarterly Information        Loan &        5             1 month       
	     Return for Mortgage                    Property                                  
	     Credit Certificates                    Management -                              
						    OP                                        

IRS-8329     Lender's Information Return for        Loan &        5             0             
	     Mortgage Credit                        Property                                  
	     Certificates                           Management -                              
						    OP                                        

 G           Loan/Status Summary Reports            Loan &        1             0             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Mortgage Revenue Bond Statistics       Loan &        5             0             
						    Property                                  
						    Management -                              
						    OP                                        

	  SERVICING FORMS
 
 G           Appraiser Payments                     Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

	     Borrower Notification Forms

STL-113          Balloon Payment Letter             Loan &        3 years       3 years       
						    Property      after loan    after         
						    Management -  payoff        loan payoff   
						    OP                                        

 G               Closing Costs/Interest for Two     Loan &        5             5             
		 Borrowers                          Property                                  
						    Management -                              
						    OP                                        

 G               Monthly Billing Statements/        Loan &        1             1             
		 Notification of Mortgage           Property                                  
		 Interest Rate Change/Impound       Management -                              
						    OP                                        

 G               Statement of Loan Closing Costs    Loan &        5             5             
						    Property                                  
						    Management -                              
						    OP                                        

 G               1098 - Annual Mortgage Interest    Loan &        5             5             
		 Statement                          Property                                  
						    Management -                              
						    OP                                        

 G           Cash Payment Made in Error             Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Change in Payment Status Forms         Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        


 G           Condolence Letter                      Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Delinquency Forms                      Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Notice of Intent to Accelerate Loan    Loan &        3 years       3 years       
	     and Sell Property                      Property      after loan    after         
						    Management -  payoff        loan payoff   
						    OP                                        

 G           Hazard Insurance Forms                 Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Payoff Forms                           Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Payroll Deduction/Reduction            Accounting    1-5 after     5             
	     Authorization (Other than                            inactive or                 
	     Insurance and Retirement)                            modified                    

 G           Refund/Request Forms                   Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

 G           Salary Supplied by Outside             Loan &        1             1             
	     Institution                            Property                                  
						    Management -                              
						    OP                                        

 G           Social Security Request/Verification   Loan &        5             0             
						    Property                                  
						    Management -                              
						    OP                                        

	  OTHER FORMS                                                                         

 G           Private Mortgage Insurance             Loan &        1             1             
						    Property                                  
						    Management -                              
						    OP                                        

IRS-4419     Application for Magnetic Media         Loan &        5             0             
	     Reporting                              Property                                  
						    Management -                              
						    OP                                        

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

I. MINUTES
	  Academic Senate                                                                     

	     Assembly, Record of                    Senate        Permanent,    0-10          
						    Offices       transfer to                 
								  Archives                    
								  after 10-25                 

	     Backup Material to Minutes             Senate        0-20, then    0-1           
						    Offices       to Archives                 
								  for                         
								  selective                   
								  retention                   

	     Committees of the University Assembly  Senate        Permanent,    0-10          
						    Offices       transfer to                 
								  Archives                    
								  after 10-25                 

	     Division                               Senate of     Permanent,    0-10          
						    initiating    transfer to                 
						    campus        Archives                    
								  after 10-25                 

	     Divisional Special Committees          Senate of     Permanent,    0-10          
						    initiating    transfer to                 
						    campus        Archives                    
								  after 10-25                 

	     Divisional Standing Committees         Senate of     Permanent,    0-10          
						    initiating    transfer to                 
						    campus        Archives                    
								  after 10-25                 

	  Backup Material (not listed specifically  Originating   0-5           0-1           
	  elsewhere)                                department                                

	  Building & Campus Development Committee   Committee     1-5, then to  0-1           
	  Minutes & Reports                         secretary     Archives                    

	  Campus Planning Committee                 Committee     5-10, then    0-2           
						    secretary     to Archives                 

	  Council of Chancellors                    President     Permanent     5-10          
						    Chancellor    Permanent                   

 G           Backup Material                        President     5-10          1-10          

 G        Other Minutes (Administrative             Committee or  0-10          0-5           
	  Committees, etc.)                         Appointing                                
						    Officer                                   

	  Regents                                   Regents (V)   Permanent,    1-10          
								  then to                     
						    President     Archives                    
						    Chancellor    20                          
								  5-10, then                  
								  to Archives                 
 
 G           Backup Material                        Regents or    5-10          1-10          
						    submitting
						    department

 G        University committees appointed by        President or  1-15, then    1-15          
	  President or Chancellors                  Chancellor    to Archives                 

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

J. OTHER ADMINISTRATIVE RECORDS
	  Bills of Sale/Conveyances of Title to     Secretary of  Until Property 0-5                
	  Real Property                             the Regents   is sold or                        
								  disposed of                       

	  Business Property Tax Statement           Secretary of  *5            0-5                 
						    the Regents                                     

 G        Disclosure of Information Records (See
	  Sec. V.B, Records & Reports)

 G        Enrollment Card, California 4-H Program   4-H State     3-5           3-5           
						    Office                                    

 G        Five-year Review of Organized Research    Reviewing     0-5 after     5-10          
	  Units - Universitywide                    office        life of                     
								  unit, then                  
								  to Archives                 

 G        Inventory Forms, Supplies                 Department    0-1           ---           
											      

 G        Police Car Mileage Records                Police        1 after car   0-1           
						    Garage-SB     sold                        


 G        Property Tax Exemption Records            Executing     *5 after      ---           
						    Office        termination                 
								  of lease                    

 G        Radiation Usage Records including:        Environment   3             0-3                 
	     Receipt, transfer and disposal records & Safety or
	     Inventory records                      Radiation
	     Instrument calibration records         Facility
	     Sealed source leak test records
	     Internal citations
	     Records & documents related to above

RM-1      Records Inventory & Disposition Worksheet Department    Until superseded 

 G        Traffic Citations                         Police        0-5           0-5                 

 G        Traffic Counts, Police                    Police        5             0-5
						    Parking 
						    Service UCLA
Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

K. PATENTS
 G        Case Files                                Patent,                                   
						    Trademark, &                              
						    Copyright                                 

	      Patent Not Issued                                   10 after the  0-10          
								  last action                 
								  or                          
								  expiration                  
								  of the                      
								  license or                  
								  other agree-                
								  ment, then                  
								  to archives                 

	      Patent Issued                                       7 after the   0-10          
								  last patents                
								  have                        
								  expired,                    
								  then to                     
								  archives                    

 G        Patent License Agreement                  Patent,       7 after the   0-10          
						    Trademark, &  date of                     
						    Copyright     termination                 
						    (V)           of the                      
								  license,                    
								  then to                     
								  archives                    

 G        Financial Records, Patent Income, Patent  Patent,       7 after the   0-10          
	  Expense, Inventor's Share Payments        Trademark, &  last                        
						    Copyright     payment,                    
						    (V)           last patent                 
								  expires, or                 
								  termination                 
								  of the                      
								  license,                    
								  whichever                   
								  date is                     
								  last, then                  
								  to archives                 

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

L. POLICIES, PROCEDURES, LAWS>
	  Bylaws                                                                                    
	     Academic Senate                        Senate        Permanent,    Until         
						    Offices       transfer to   superseded    
								  Archives                    
								  after 5-10                  

	     Academic Senate, Divisional            Senate        Permanent,    Until         
						    Offices       transfer to   superseded    
								  Archives                    
								  after 5-10                  

	     Regents By-Laws and Standing Orders                                                

		Current                             Secretary of  Permanent     Until         
						    The Regents                 superseded    

		Obsolete Sections                   Archives      Permanent     ---           

	     Records Disposition Schedules Manual   Records       Until         Until         
						    Management    superseded    superseded    
						    Committee                                 

 G        Laws and Ordinances                       Police        Until         Until         
								  superseded    superseded    

 G        Policy Manuals, Federal & State Agencies  Departments   Until         Until         
						    Affected      superseded    superseded    
								  or obsolete   or obsolete   

 G        Policy Manuals, University                President,    Permanent     Until         
						    Chancellor,                 superseded    
						    or issuing                                
						    office                                    

	  State Legislative Bills                   Sacramento    0-2           0-2           

 G        University Directives and Regulations     President,    Permanent     Until         
						    Chancellor,                 superseded    
						    or issuing                                
						    office                                    


Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

M. PUBLICATIONS
	  Academic Plans                                                                      

	     Campus                                 Chancellor    2-10 after    Until         
						    of            superseded,   superseded    
						    initiating    then to                     
						    campus        Archives                    
						    President                                 

	     Departmental Draft                     Chancellor    Until         Until         
								  superseded    superseded    
								  or                          
								  incorporated                
								  in Campus                   
								  Academic                    
								  Plan                        

	     University                             President     2-10 after    Until         
						    Chancellor    superseded,   superseded    
								  then to                     
								  Archives                    

	  Calendars                                                                           

 G           Campus                                 Chancellor    1                           

 G           University                             President     1             UAT           

	  Catalogs                                                                            

	     Other Institutions                     Admissions    1-10          1-10          

	     UC Campuses                            OP-Registrar  1-10          1-10          
						    Registrar     1-10                        
						    and/or        (initiating                 
						    Admissions    campus only;                
								  then to                     
								  Archives)                   

	     University Extension                   UNEX          3-10, then    0-5           
						    Recorder's    to Archives                 
						    Office                                    

 G        Class Schedules, Administrative Use       Department    1-2           0-1           

	  Directories                                                                         

 G           Campus Telephone                       Business      Until         Until         
						    Office        superseded,   superseded    
								  then to                     
								  Archives                    

 G           Student                                Originating   1-5, then to  Until         
						    Office        Archives      superseded    

	     University                             President     Permanent     0-1           
						    OP-           10                          
						    Publications                                    

 G        Miscellaneous UC Publications (not        Issuing       Permanent     0-10          
	  listed specifically elsewhere)            department                                

	  Newsletters                                                                         

	     President's Newsletter                 President     Permanent     0-1           
						    Archives      Permanent                   

	     University Bulletin/UC FOCUS           OP-           2 copies -    1-5           
						    Publications  Permanent                   
						    Campus                                    
						    Public        Permanent                   
						    Information                               
						    President                                 

 G        Newspapers - Campus                       Student       1, then to    0-2           
						    Affairs       Archives                    

 G        Official Publication Proofs and Work      Campus        0-1           0-1           
	  Papers                                    Publications                              
						    OP-Publicatio 0-1                         
						    ns                                        

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

N. PUBLICITY AND MASS MEDIA INFORMATION

	  Biographical Data on Regents              Secretary of  Permanent     As long as    
						    The Regents                 member        

	  Clippings, Campus Collection              Public        0-2, then to  ---           
						    Affairs       Archives                    

	  News Releases                                                                       

 G           Administrative                         Public        0-15, then    0-1           
						    Affairs       to Archives                 
								  0-15, then                  
						    OP-           to Archives                       
						    Publications                                    

 G           Departmental                           Department    0-5           0-1           

 G           Source Material                        Public        0-10          0-5           
						    Affairs                                   

	     University Clip Sheets                 OP-           0-1           UAT           
						    Publications                              

	  University Extension Promotion Brochures  UNEX Program  3-10, then    0-2           
						    Promotion     to Archives                 
						    Office                                    

Record
Type or
Number    Record Title or General Description       Office of     DISPOSITION SCHEDULE IN YEARS     
						    Record        Record Copy   Other Copy      

O. REPORTS AND ROSTERS
 G        Controlled Substances/Narcotics           Purchasing    3 following   0-3           
	  Inventories                                             certificate   following     
								  expiration    certificate   
										expiration    

R34       Injury Report                             Environmental 5             0-1           
						    Health &                                 
						    Safety                                    
						    Accounting -                              
						    SF                                        
						    Personnel -                               
						    SC                                        

 G        Intramural Team Roster                    Athletic or   0-2           ---           
						    P.E.                                      
						    Department                                

	  Personal/Confidential Records Report      OP-Academic   Until         Until         
	  (State of California, Information         & Staff       superseded    superseded    
	  Practices Act)                            Personnel                                 
						    Relations                                 

	  Police                                                                              

 G           Fire, Safety, Traffic Information      Police or     1             0-1           
	     Reports                                Fire                                      
						    Department                                

 G           Lost and Found Reports                 Police        0-2           UAT           

 G           Police Officer Daily Logs              Police        0-1           ---           

 G        Purchasing Activities/Actions/Savings     OP-Business   2-5           2             
	  Reports                                   Affairs                                   

 G        Travel Rosters of Teams & Field Trips     Department    1-2           UAT           

 G        Waiver of Liability, Personal Property    Purchasing    1-5 after      ---          
	  Reports on Campus                         or Inventory  termination                 

	  Institutional Studies Reports - Computer                                            
	  Generated                                                                           

ISO32        Credit Hour Tabulation by Level of     OP-Budgetary  5-10          0-5           
	     Instruction & by Level of Student      Planning                                  

IS524        Report Listing - Employees & Classes   OP-Budgetary  5-10          0-5           
	     They Teach                             Planning                                  

IS540A       Listing of Weekly Student Hours by     OP-Budgetary  5-10          0-5           
	     College, Level of Instruction, Subject Planning                                  
	     Field, Type of Instruction, Spread by                                               
	     Rank                                                                                

IS540B       Listing of Weekly Contact Hour         OP-Budgetary  5-10          0-5           
						    Planning                                  

IS540C       Students per Contact Hour              OP-Budgetary  5-10          0-5           
						    Planning                                  
											      

IS550        Report Tabulation and Listing - Total  OP-Budgetary  5-10          0-5           
	     FTE                                       Planning                                  

IS590A       Contact Hours (Contact & Preparation)  OP-Budgetary  5-10          0-5           
	     by Campus, Administrative Unit, & Budget  Planning                                  
	     Unit                                                                                

IS590        Weekly Teaching Hours                  OP-Budgetary  5-10          0-5           
						    Planning                                  

IS690        Course Statistics Detail Report        OP-Budgetary  5-10          0-5           
						    Planning                                  

IS720        Course Statistics Summary Report       OP-Budgetary  5-10          0-5           
						    Planning                                  

IS760        Campus Total Weekly Student Hours by   OP-Budgetary  5-10          0-5           
	     Level of Instruction & by Level of     Planning                                  
	     Student                                                                             

IS780        Discipline Tabulations                 OP-Budgetary  5-10          0-5           
						    Planning                                  


P. RISK MANAGEMENT

 G           BUS-28 - Loss Report (including        OP-RM&S       5 after       1-2 after     
	     Schedule of Clean-up, Repair and                        settlement    settlement    
	     Replacement Costs)                                                                  

 G           DMV Form SR-1, Financial Responsibility Campus Risk   5             2             
						    Mgmt. Office                              

1320         Domestic Transportation Insurance      OP-RM&S       2-3 after     1-2 after     
	     Report (Domestic Transit Policy)                        expiration    expiration    

 G           Fine Arts Collections - Section II     OP-RM&S       3 after       3 after       
	     Schedule Changes                                        expiration    expiration    

 G           Monthly Foreign Transit Insurance      OP-RM&S       2 after       1-2 after     
	     Report ("Open Cargo Policy") Insurance                  expiration    expiration    
	     Company Form                                                                        

 G           Prior Approval Form - Domestic Transit OP-RM&S       2 after       2 after       
								  expiration    expiration    

 G           Proof of Loss - Off Campus             OP-RM&S       3 after       3 after       
								  expiration    expiration    

1322         Property Loss or Damage Report         OP-RM&S       5 after       1-2 after     
								  settlement    settlement    

 G           Quarterly Fine Arts Report -           Campus Risk   3             1-3           
	     Exhibits/Domestic                      Mgmt. Office                              

 G           Report of Vehicle Physical Damage Form OP-RM&S       5 after       2 after       
								  settlement    settlement    

1323         Transit Claim Loss Report              OP-RM&S       5 after       1-2 after     
								  expiration    Expiration