SFU Records Retention Schedule and Disposal Authority (RRSDA)
Scholarship, Award and Bursary Application Files

Description | PIB | Authorities | Retentional rational | Rentention and filing guidelines | Status

RRSDA number

1999-048

Record series

Scholarship, Award and Bursary Application Files

Office of Primary Responsibility (OPR)

All University Departments (General Records Series)

Retention periods

Records Active retention (in office) Semi-active (records centre) Total retention Final disposition
All departments holding these records: CY adjudicated + 1 year Nil CY adjudicated + 1 year Destruction
Student Information Management System Not yet scheduled Not yet scheduled Not yet scheduled Not yet scheduled

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments.

Description, purpose and use of records

Records relating to the processing and adjudication of scholarship, award and bursary applications.

Records may include application forms and supporting documentation (letters of reference, statements of interest); adjudicator's evaluations, recommendations and working papers; correspondence, memoranda and email; appeal forms and supporting documentation.

Application procedures and departments involved vary depending on the scholarship, award or bursary. This schedule covers all paper files created in the various departments in the course of processing an application. It does not cover electronic records stored in the university's student information system database that may be generated during the process.

See also:

Personal Information Bank (PIB)

This series is a Personal Information Bank; click here for PIB description.

Authorities

These records are created, used, retained and managed in accordance with the following authorities:

Retention rationale

The FOI/POP Act (RSBC 1996, c. 165, s. 31) requires that personal information used to make a decision that directly affects an individual must be retained for at least one year. Award information is retained in the student information system database.

Retention and filing guidelines

Organize records by award and within these groupings alphabetically by applicant.

Do not send these files to the University Records Centre (URC); destroy at the end of the total retention period (CY + 1). Files contain personal information and must be destroyed by confidential shredding; contact Facilities Management to make arrangements.

Departments offering awards for their own students should retain an on-going record of award winners and amounts for their own information and departmental history.

ELECTRONIC RECORDS

Records creators should note that this RRSDA applies equally to paper and electronic records and that they are responsible for deleting any records maintained in electronic form at the expiration of the total retention period (e.g. PDF versions, spreadsheets, database records, e-mail correspondence, etc.). Maintaining electronic copies of records with personal information after the recommended retention period places an undue burden on the University to continue to guard against the unauthorized use or disclosure of that personal information in accordance with the FOI/ POP Act and the records series' status as a PIB.

Status

RRSDA is in force.

Approved by the University Archivist: 12 Oct 2000

Last revised: 17 June. 2014

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