Research Funding and Management

Records relating to grant projects and funds received and expended by the university, including any continuous grants. Includes, but is not limited to: • Notifications of grant awards, fiscal reports and supporting documentation; • Grant monitoring, audit reports, compliance reports; • Time keeping/time and effort reports and supporting documentation (if required); • Modification requests; • Related correspondence/communications. Excludes final deliverables/reports covered by: • Grant Final Product Deliverable (14-09-68638.0001.18569) • Sponsored Programs Narrative Reporting (14-09-68638.1.19125) Note: If federal retention requirements are shorter than 6 years, the records must still be retained for the minimum 6 years after end of grant period/cycle to satisfy state requirements.

Records or other final products required by the grant or sponsorship agreement and retained as a record of the deliverable. May include reports, studies, surveys, educational materials, audiovisual, photographic, multimedia content, etc., that constitutes the project deliverable as obligated by the grant or sponsorship agreement.

Includes proposal describing nature and purpose of project, amount of funds requested, in-kind contributions, plan of work and other documents pertaining to grant proposals not funded.

Records documenting the awarding of internal research support funds. Documents the allocation and monitoring of funds for various research projects, such as summer research grants, faculty development, project development, undergraduate and graduate research, and others. May include application for faculty and student funding stating type of research, letters of acceptance, and related correspondence.

If required by sponsorship agreement, and if retained by the institution, narrative reporting relating to sponsored programs, including annual, periodic, and final performance reports. May include any of the following: Program/project proposal (as accepted); periodic progress reports; and final performance reports.