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

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