UNIVERSITY OF WISCONSIN River Falls

Formal Studies and Projects

Record Series Title:Formal Studies, Surveys, Projects and Similar Activities

RDA No.

Series Description

Retention Event

Minimum
Retention &
Disposition

PII

Confidential

Use Case / Notes

Old RDA
No.  (If
Applicable)

PUR00040

This record series documents studies, surveys and similar activities undertaken by purchasing or procurement staff or consultants on a one-time or regular basis. This includes studies of purchasing needs, the market for commodities and services or groups of commodities and services and purchasing methods.

Studies, surveys and similar activities are maintained separately from contracts, bids, proposals and purchase orders if they relate to more than one specific service or commodity.

Date on
Completed
Study or
Survey

EVT + 6 
Years and
Destroy

No

No

Examples include the
Administrative Excellence Study and the Silver Oak Study.   

State agency Initiating the
Study, Survey or Similar Activity retains  official record

90125