UNIVERSITY OF WISCONSIN River Falls

Reporting

UWADM022 ROUTINE ACTIVITY/PRODUCTION REPORTS
Occasional and/or periodic reports by individuals, offices or teams that document the business of the agency

Retention: EVT +1 Year EVENT= Date Report is created
Destroy
Pll? No
Confidential? No
Copies: Destroy when no longer needed.

UWADM023 ANNUAL/SUMMARY REPORTS
This series consists of summaries of accomplishments, goals, statistics, awards received,anticipated program needs and plans, as well as any supplementary documentation to support such reports.

Retention: EVT+5 Year EVENT= End of the reporting period
Transfer to Archives
Pll? No
Confidential? No
Copies: Destroy when no longer needed.

UWADM024 ACCREDITATION FILES
Files created by departments and schools or colleges in the process of accreditation or reaccreditation of their programs by external accreditation agencies such as the American Library Association, the Commission on Collegiate Nursing Association, the Planning Accreditation Board, and others. The series may include correspondence, faculty vitae, program descriptions or summaries, accreditation applications, copies of internal program reviews,course syllabi, final reports to the accreditation committee, results of the accreditation process,and other material.

Retention: EVT +11 Years EVENT= End of the Accreditation Cycle or creation of the final accreditation report, whichever is later.
Transfer to Archives
Pll? No
Confidential? No
Copies: Destroy when no longer needed.

UWADM025 FEDERAL LOBBYING REPORTS
The Federal Lobbying Report is compiled and submitted quarterly by the Chancellor's Office for the entire University, as required by Federal Law. All entities, public and private, that lobby Congress or the Executive Branch are required to file these reports, which summarized contacts between individuals on UW campuses and federal or state officials. Each quarter a request is made of each Dean's office, asking about lobbying interactions with federal officials and their offices or staffs. After hearing back from each office from around the campus, the Chancellor's Office compiles a single summary report for the entire university. This is filed electronically with the Clerk of the House and Secretary of the Senate. A copy of the Report and the supporting forms submitted to us from around the campus are kept by the Chancellor's Office for reference and supporting documentation to the report and are considered the official record holder. Some Dean's offices may keep copies of these forms as proof of submission but these are considered copies.

Retention: EVT +6 Year EVENT= Date report filed Unit Copies: EVT+3 years EVENT= Date report filed
Destroy Confidentially
Pll? Yes
Confidential? No

UWADM026 SURVEYS/QUESTIONNAIRES-NON-ACADEMIC
Documents the creation and results of surveys by or for agencies for administrative,informational or non-academic research purposes. Records may include, but are not limited to,survey planning documents, survey instruments, completed surveys or questionnaires, analyzed results, and any reports or publications that result from the survey. For academic course evaluations, please see the UWSA Personnel Records Schedule.*NOTE: Some institutions may consider the results of certain surveys, such as senior exit surveys or student demographic surveys, to have archival value;consult your institution's archives for additional information.

Retention: EVT +1 Year EVENT= Date Survey is completed
Destroy Confidentially
Pll? Yes
Confidential? Yes
Copies: Destroy when no longer needed.

UWADM027 OUTSIDE ACTIVITY REPORTS
Every year, faculty, academic staff and other individuals listed on human subjects protocols or federal grants, including graduate students, report outside activities and financial interests related to their field(s) of professional work to comply with Federal, State, and University policy. Using an electronic form, faculty and academic staff must submit a report even if it only indicates no outside activities.

Retention: EVT + 3 Year EVENT= Completion of Review
Destroy Confidentially
Pll? Yes
Confidential? No
Copies: Destroy when no longer needed.

UWADM028 STATEMENTS OF ECONOMIC INTEREST
Every year, faculty, academic staff and other individuals listed on human subjects protocols or federal grants, including graduate students, report outside activities and financial interests related to their field(s) of professional work to comply with Federal, State, and University policy. The Statement of Economic Interest is completed by those individuals who have the capacity to commit resources of the university and is in addition to, not instead of, the Outside Activity Report.

Retention: EVT+ 3 Year EVENT= Completion of Review
Destroy Confidentially
Pll? Yes
Confidential? No
Copies: Destroy when no longer needed.