Page 98 - SOP Final

INSURANCE
Certificates of insurance ACT + 6
Insurance policies PERM (V)
Incident reports, accident reports 6

FINANCIAL RECORDS (V)
Account Ledgers ACT + 4
Description of Accounting System PERM
Balance Sheets 4 years
General Ledgers PERM
Account Ledgers 4 years
Auditor's Reports PERM
Bank Reconciliation Reports 7 years
Cash receipts/deposits 7 years
Endowment reports PERM
Journals (year-end) PERM
Journals (monthly) ACT + 4
Trial balance PERM
Budget control PERM
Sponsored research awards
Supporting records - 3 years from submission of final expenditure report*
Audit data collection form and reporting package - 3 years from date of submission

* (for indirect cost rate proposals or cost allocations plans, contact legal counsel)

FINANCIAL AID

Individual student financial aid files, including (V) ACT +3
Applications
Award letters
Repayment history
Correspondence
Family financial information
Work study student files 3 years after fiscal operations report
Stafford and PLUS MPNs 3 years after awarded
FISAP 3 years after report submitted

HEALTH AND COUNSELLING CENTER

Student health files ACT + 5 years

HUMAN RESOURCES

Superseded Job Description 5 years
Collective Bargaining Agreements PERM
Superseded Employee Handbooks 10 years

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