Information about storing records with third-party vendors

Our office is changing vendors. What should we do about the records at the vendor we are leaving?

You must retrieve and preserve any records which have not passed their retention until the full retention period has been met. While migrating these records to your new vendor’s platform is not absolutely required, the records must be retained in a form that remains accessible and readable. We recommend wording to this effect be included in your contract to help eliminate any misunderstandings on this point.

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How do we manage records held by a third party vendor or cloud service provider?

It is your responsibility to ensure vendors meet the retention requirements as well as delete the records after the retention has been met.  Further, the University must be able to access the records for the entire retention period, especially if they need to be turned over to the public records office, auditor or an attorney.

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We store our records using a third party vendor. Are these considered a public record?

Yes. Using a third-party vendor to store information in the cloud or using third-party services, such as Moodle, as part of interaction with students does not affect how these records are defined. Even if the records are not in our custody, these records are created on behalf of the University.