Romance and Classical Studies Retention Schedule

BGSU Schedule of Records Retention

Office: Romance and Classical Studies, including Academic Year Abroad and Language Based Learning Communities

In accordance with ORC Section 149.33 and the Bowling Green State University Board of Trustees, a schedule for Records Retention and Disposition for the following records is hereby established. This schedule supersedes any and all previous schedules for these records. The records covered by this schedule, upon expiration of the listed retention periods, shall be destroyed unless otherwise specified.1 No record shall be destroyed, however, that pertains to any pending claim, action, litigation, or request.

Approvals:

Department Official: Signed
Date: 09/26/2016

Records Manager: Signed
Date: 09/30/2016

Notes:

  1. A Certificate of Records Disposal (CRD) should be prepared prior to the disposal of any records listed on this schedule and retained by the office/department for 10 years after the date of disposal. A copy of the CRD should also be sent to the University Records Manager. Confidential paper records must be disposed of through shredding with the University’s approved shredding vendor.
  2. University records include all information, regardless of format (paper, electronic, microform, etc.), created or received by a university office that documents the functions, policies, procedures, decisions, operations or other activities of the office. Retention periods apply to all records regardless of format.
  3. The University Archives will only collect those record series listed on the attached schedule as transferrable to the Archives that at its discretion have continuing historical value. Other historic items listed on the attached schedule or on the university’s General Retention Schedule may also be collected, at the discretion of the Archives.
  4. Storage of inactive/non-permanent records is available at the University Records Center.
  5. Other common records that may not be listed on this schedule may be on the university’s General Retention Schedule; offices may use retentions listed on the General Retention Schedule for records not listed on their departmental schedule.
Romance and Classical Studies, including Academic Year Abroad and Language Based Learning Communities
Schedule NumberRecord Series TitleMain Format(s)Minimum Retention PeriodEnd of Retention Period ActionSchedule Source

88-1

Academic Records – includes grade sheets, final exams (including Graduate Assistant grade calculations), placement exams and correspondence.

Paper

1 year – final exams, grade sheets

Active + 1 year – placement exams, correspondence

Destroy

BGSU Grading Policy

IUC-EDU-00-20

88-2

Annual Report Reports / Program Reviews / Self-Studies – Annual self-study of the department or a program that encompasses at least some or all of the following: activities, outreach events, personnel changes, logistical information, future goals, etc. Also any special reports/publications of the department, including strategic plans.

Paper and/or Electronic

3 years

Send to University Archives

ADM9910

88-3

Award Letters (non-scholarship)

Paper and/or Electronic

3 years

Send to University Archives

ADM9910

88-4

Book Orders – mailing slips, publisher cover letters, etc.

Paper and/or Electronic

Until no longer needed

Destroy

IUC pp. ix-x

88-5

Chair Evaluations

Paper and/or Electronic

Until next evaluation completed

Destroy

IUC-ADM-00-02

88-6

Conference Files: may include programs, planning files, evaluations, correspondence

Paper and/or Electronic

3 years

Destroy menus, invoices, receipts and send rest to University Archives to appraise for historical value

IUC-ADM-00-02

88-7

Correspondence, Executive: Deals with significant aspects of the administration of the offices. Includes information on offices, policy, program, fiscal or personnel matters.

Paper and/or Electronic

3 years

Send to University Archives to appraise for historical value

IUC-ADM-00-01

88-8

Correspondence, General: Includes internal letters and memos; also correspondence from various individuals, companies, and organizations requesting information pertaining to agency and legal interpretations and other miscellaneous inquiries. This correspondence is informative (and does not attempt to influence policy).

Paper and/or Electronic

1 year

Destroy

IUC-ADM-00-02

88-9

Correspondence, Routine: Referral letters, request for routine information or publications, setting appointments, etc. Most inquiries answers by standard form letters.

Paper and/or Electronic

Until no longer of administrative value

Destroy

IUC pp. ix-x

88-10

Course Syllabi

Paper and/or Electronic

10 years or until no longer of administrative value

Send to University Archives

ADM9910

88-11

Curriculum Development / Modification Files

Paper and/or Electronic

3 years or until no longer of administrative value

(Official copies maintained by Provost’s Office)

Destroy

IUC-EDU-30-01

88-12

Departmental Committee Files – includes agendas, minutes, correspondence, reports for committees and task forces

Paper and/or Electronic

3 years

Send to University Archives to appraise for historical value

IUC-ADM-00-05

88-13

Departmental Minutes, Policies, Organizational Documents

Paper and/or Electronic

3 years

Send to University Archives

IUC-ADM-00-05

88-14

Drop / Add / Register Requests – student registration requests sent via e-mail

Electronic

3 years

Destroy

IUC-ADM-00-01

88-15

Faculty Service Report

Paper and/or Electronic

Active + 6 years

Review for continuing administrative and historical value

IUC-HR-20-27

88-16

Faculty/Staff Personnel Files – includes documentation on employment with department. Official personnel files held at Provost’s office and Human Resources

Paper and/or Electronic

Active + 6 years

Destroy, except send files for “key” faculty to University Archives

IUC-HR-40-20

IUC-HR-40-21

88-17

Faculty / Staff Recruitment Files – includes screening and selection files created for each position

Paper and/or Electronic

3 years

Destroy

IUC-HR-40-01

IUC-HR-40-04

88-18

Financial Reports – includes vouchers, payment orders, invoices, bills, receipts, monthly reports, etc.

Paper and/or Electronic

4 years

Destroy

IUC FIN section

88-19

Grade Changes / Appeals, Books, Reports

Paper and/or Electronic

Active + 2 years

Official copies maintained permanently by Registration and Records

Destroy

IUC-EDU-35-13

88-20

Graduate Assistant Files – includes applications, stipend & scholarship correspondence, and documentation on employment with department. Official personnel files held at Provost’s office and Human Resources

Paper and/or Electronic

Active + 6 years

Destroy

IUC-HR-20-27

88-21

Graduate Student Files – includes transcripts, letters of recommendation, etc. Includes students who have graduated, actively enrolled students, and students who are no longer actively enrolled

Paper and/or Electronic

Active + 1 year

Destroy

IUC-EDU-35-34

88-22

Grant Proposal Forms – departmental project proposal documentation, grand requests, and correspondence

Paper and/or Electronic

Awarded – Active + 5 years

Not Awarded – 1 year 

Awarded – Send to University Archives

Not awarded – Destroy

IUC-EDU-50-10

IUC-EDU-50-11

88-23

Promotion and Tenure Files – guidelines, faculty publications, committee recommendations, faculty service reports, and any documentation pertinent to department initiated promotion and tenure process

Paper and/or Electronic

5 years

Destroy

IUC-HR-40-31

88-24

Scholarships (internal)

Paper and/or Electronic

Budget files – 4 years

Correspondence – permanently

Budget Files – Destroy

Correspondence – Send to University Archives

IUC FIN section

IUC-ADM-00-01

88-25

SPAT Files – (Salary, Promotion and Tenure) Files maintained in Chair’s Office

Paper

Active + 6 years

Destroy but maintain summary data

IUC-HR-20-27

88-26

Student Employee Files

Paper and/or Electronic

Active + 1 year

Destroy

IUC-HR-40-26

88-27

Teacher Evaluations – student evaluations of teaching used for reappointment, promotion and tenure

Paper and/or Electronic

5 years, then review for continuing administrative or historical value. Maintain summary data

Destroy, but maintain summary data

IUC-PER-40-32

88-28

Undergraduate Student Advising Files

Paper and/or Electronic

Active + 3 years

Destroy

IUC-EDU-35-34

Updated: 04/09/2026 01:30PM