Beginning July 1, 2015, the University requires “Proof of Records Retention Compliance” as mandated under the University Archives and Records Management Policy (AD 35), for all full-time faculty and staff of the University.
Penn State records represent significant University assets and are subject to numerous legal requirements and oversight. Units within Penn State must annually review records under their authority and within their possession, following the regulations defined in AD 35. The review — used to track and determine retention, disposition or destruction of any records managed by the unit — must be documented using the Proof of Records Retention Compliance Form, (or a modified version spreadsheet). This form must be completed with final copies submitted to a unit’s designated records management liaison, who then submits the forms for review and validation. Individual compliance is required and attention to details appreciated.
Assistance in this process can be provided by your local records management liaison and the University’s Records Management Program staff: Jackie Esposito, University archivist, at jxe2@psu.edu or 814-863-3791; and Robyn Dyke, University records manager, at rdd3@psu.edu or 814-867-0286; or by contacting Internal Audit at 814-865-9596.