1. Presentation Title | May 4, 2009 Contracts and Compliance Administration & Finance

2. Presentation Title | May 4, 2009 Record Management DRAFT Policy Record Management, Retention, and Disposition Policy University Of Massachusetts Board Of Trustees’ Record Management, Retention and Disposition Policy (Doc. T99-061, as amended) and President’s Office Record Management Guidelines.

3. Presentation Title | May 4, 2009 Record Management DRAFT Policy PAPER ONLY Other forms of records (electronic) will be addressed in future versions.

4. Presentation Title | May 4, 2009 Record Management DRAFT Policy Purpose ▸Manage and Reduce Paper ▸Retention and Destruction Schedules ▸Consistent Practices across Campus

5. Presentation Title | May 4, 2009 Record Management DRAFT Policy Applicable to: ▸All Records ▸All employees

6. Presentation Title | May 4, 2009 Record Management DRAFT Policy ▸UMass Boston Record Administrator ▸Record Review and Oversight Committee

7. Presentation Title | May 4, 2009 Record Management DRAFT Policy Records are categorized ▸UMass Boston Records ▸Third Party Records ▸Non-Records ▸Legal Hold Records ▸Confidential Records ▸Records of Historic Value

8. Presentation Title | May 4, 2009 Record Management DRAFT Policy Commonwealth of Massachusetts Secretary of State’s Office ▸Statewide Retention and Destruction Schedules ▸Record Administrator will issue standard schedules for UMass Boston Records: fiscal, personnel, education

9. Presentation Title | May 4, 2009 Record Management DRAFT Policy ▸Categories in Statewide Retention Records Retention Schedule Legal and RegulatoryEnvironment and Energy Facilities,Trans.,Constr. Public Safety FiscalHealth and Human Services PersonnelRevenue and Taxation IT Education

10. Presentation Title | May 4, 2009 Record Management DRAFT Policy Departments ▸Categorize and classify their records ▸Store and maintain records according to standard and approved schedules ▸Dispose of records timely and securely ▸Provide an annual report to the Record Administrator

11. Presentation Title | May 4, 2009 Record Management DRAFT Policy ▸Please review the draft policy ▸Send Comments to Darryl Mayers ▸Copy to Martha Kelly ▸Records Management sub-committee ▸Final Policy Next month ▸Implementation will begin with departments moving to the ISC