Oct 2, 2020 10:15 am
ActivityOP1200 University Development
Records Series

32 - Stewardship

OPRStewardship and Benefactor Relations
DescriptionRecords documenting the stewardship of endowment and trust funds, including signed terms of reference, terms agreements, terms addendums, and memorandums of understanding, as well as history and background information and donor reporting files.
Retention TriggerFund origin stewardee deceased.
Total Retention 30 years
Final ActionDP/AR
Disposition PlanThe following information of donors to be transferred to the Archives at the end of the five year active retention period: terms of reference (including history and background information), terms agreements, terms addendums, and memorandums of understanding. Identifiable information about donor in anonymous stewardship files to be redacted before the transfer. The rest of the records to be destroyed.
Retention Rationale
Retention based on anticipated operational use.
PIBPIB
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
  • PIB = Personal Information Bank


Printed on Wednesday, May 22 2024