Sector Specific Retention Guidance

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Administrative Records Relating to Research

Retention and Disposition Requirements as of May 2023 from the UC Office of Research Policy Analysis and Coordination.

Electronic Messages – What To Keep and for How Long

Retention timelines for email, messaging apps, and other quick communication platforms are based on content rather than the system the data is housed within. This chart provides an overview of basic records retention categories.

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UC Santa Cruz staff at a workshop

Employee Benefit Plan Records

This extract of the UC Records Retention Schedule summarizes the timelines and legal citations for employee benefit plan records, such as reports with annual financial and actuarial statements, evidence of coverage, plan publications, and certificates of insurance.

Information Technology Services (ITS) Records

This ITS records retention extract covers records that document routine activities, proposals and designs of implemented projects, and records that document the maintenance of systems and infrastructure.

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McHenry Library lawn

Sexual Harassment Complaint Records

This extract shows timelines associated with records related to sexual harassment complaints.

Sexual Violence Investigation Records

This extract of the UC Records Retention Schedule summarizes the timelines associated with sexual violence investigation records.

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Students on the UC Santa Cruz campus

Student Academic Records

Guidance from the UC Santa Cruz Office of the Registrar regarding transcripts, graduation, verifications, evaluations, privacy of student records, and the disposition of records schedule.

Threat Assessment Records

The Threat Assessment Records summary gathers the various timelines related to claims of threat, investigations, and Child Abuse and Neglect Reporting Act (CANRA) investigation records.

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UCSC "squiggle" sculpture at sunset

Timekeeping and Leave Records

This reference details employer retention requirements for timekeeping and leave records.

UC Institutional Information Disposal Standard

Requirements to meet legal, regulatory, and other obligations when disposing of electronic Institutional Information, electronic media containing Institutional Information or IT Resources containing Institutional Information.

Electronic hardware
Person taking video footage at a UCSC conference

Video Security/ Safety Systems Records

This extract provides details on the retention of non-crime-related audio and video recordings.

Last modified: Apr 24, 2024