<?xml version="1.0"?>
<DocumentRepository>
	<RetentionPhase name="NSF - 1, basic retention" Description="Financial records, supporting documents, statistical records and other records pertinent to a grant will be retained by the grantee for a period of three years from submission of the Final Project Report described in GPM 342, &quot;Final Project Report,&quot; except that: GPM 342, &quot;Final Project Report,&quot; except that:&#xA;&#xA;   1. records related to audits, appeals, litigation or the settlement of claims arising out of the performance of the project will be retained until such audits, appeals, litigation or claims have been disposed of; and&#xA;   2. records related to projects subject to special program income provisions (GPM 753, &quot;NSF Policy&quot;) will be retained for three years beyond the end of the award period.&#xA;&#xA;">
		<RetentionStep Type="TimerRetentionStep">
			<Day>0</Day>
			<Month>0</Month>
			<Year>3</Year>
		</RetentionStep>
		<RetentionStep Type="TaskRetentionStep">
			<TaskName><![CDATA[NSF, no audits, appeals, litigation or the settlement of claims]]></TaskName>
			<Ability><![CDATA[Manage research documentation]]></Ability>
		</RetentionStep>
		<RetentionResult Type="DestroyRetentionResult">
		</RetentionResult>
	</RetentionPhase>
	<RetentionPhase name="NSF - 2, PI leaves" Description="When the principal investigator leaves the university, transfer the content. You may leave the metadata in the system.">
		<RetentionStep Type="TaskRetentionStep">
			<TaskName><![CDATA[Principal investigator leaves]]></TaskName>
			<Ability><![CDATA[Manage research documentation]]></Ability>
		</RetentionStep>
		<RetentionResult Type="TransferRetentionResult">
			<Location><![CDATA[Other university]]></Location>
		</RetentionResult>
	</RetentionPhase>
	<DispositionRule name="NSF-funded research, supporting documentation" Description="Cut off when submitted. This disposition rule has two phases, each representing a different type of funding.&#xA;&#xA;(1) If basic funding, then wait for 3 years after the final project support.&#xA;&#xA;(2) If special funding, wait 3 years after the end of the granting period.&#xA;&#xA;In both cases, there has to be confirmation that there is no outstanding audit, litigation, or claim that would put a hold on supporting documentation.">
		<Cutoff CutoffCriteriaMode="0">
			<CutoffCriteria Type="TaskCutoffCriteria">
				<TaskName><![CDATA[NSF, regular funding, final report submitted]]></TaskName>
				<Ability><![CDATA[Manage research documentation]]></Ability>
			</CutoffCriteria>
			<CutoffCriteria Type="TaskCutoffCriteria">
				<TaskName><![CDATA[NSF, special funding, end of funding period]]></TaskName>
				<Ability><![CDATA[Manage research documentation]]></Ability>
			</CutoffCriteria>
			<CutoffCriteria Type="TaskCutoffCriteria">
				<TaskName><![CDATA[NSF, principal investigator leaves]]></TaskName>
				<Ability><![CDATA[Manage research documentation]]></Ability>
			</CutoffCriteria>
		</Cutoff>
		<RetentionPhase name="NSF - 1, basic retention">
		</RetentionPhase>
		<RetentionPhase name="NSF - 2, PI leaves">
		</RetentionPhase>
	</DispositionRule>
</DocumentRepository>

