| Activity | OP1200 University Development |
| Records Series | 32 - Stewardship |
| OPR | Stewardship and Benefactor Relations |
| Description | Records 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 Trigger | Fund origin stewardee deceased. |
| Total Retention | 30 years |
| Final Action | DP/AR |
| Disposition Plan | The 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. |
| PIB | PIB |
| 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 Tuesday, Dec 3 2024