Record Retention and Disposition Policy Revised

The University at Buffalo (UB, university) requires retention of university records, regardless of format, for specific periods of time in accordance with federal, state, and other legal and institutional requirements. The university is committed to effective and consistent record management that:

• Maintains the privacy and security of institutional and constituent information
• Ensures records are retained for the required duration
• Preserves records of historical value
• Requires disposal of outdated and unnecessary records in a manner appropriate for the format
• Optimizes the use of space
• Minimizes the cost of record retention

The policy was revised to:

• Change the title of the policy from Record Retention and Disposal to Record Retention and Disposition
• Revise terminology related to Category 1 - Restricted Data and Category 2 - Private Data to be consistent with the Protection of University Data Policy
  
• Add definitions for Electronically Stored Information, Legal Hold, and Legal Preservation Notice

This policy applies to all university documents and records, regardless of format.

Questions can be directed to the Records Management Officer at 716-645-5464 or hines@buffalo.edu.