| Activity | AD9300 Non-Research Financings |
| Records Series | 30 - Non-Research Financings |
| OPR | Department/Unit |
| Description | Records consist of any application/proposal for funding, received counterproposals, approvals, received funds and payments, presentations and pitches, summaries for review by funding sources, correspondence between Queen’s and the funding source(s), the draft and final funding agreement, any supporting and ancillary records in support of the proposal or agreement, and all correspondence related to the application for funding, or the agreement and its conditions. |
| Retention Trigger | Life of fund or case closed. |
| Total Retention | Check Final Action and Disposition Plan (if available). |
| Final Action | DP |
| Disposition Plan | If funding application is successful, keep records for 7 years after the life of the fund. If funding application is unsuccessful, close the case, keep records for 3 years, then delete. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Wednesday, Apr 2 2025