The Record Retention Trigger Date visible in Grant Tracker, is the date used to signify the beginning of the record retention period for grants and contracts. This “record retention countdown” begins when any one of the following events occur:

  • A final Financial Status Reports (FSR) is submitted to the sponsor.
  • A final Invoice is submitted to the sponsor when an additional FSR is not required.
  • Budget Closeout, when the final budget reconciliation is completed and the sponsor does not require an FSR or final invoice.

 

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