| Activity | OP1400 Advancement Services |
| Records Series | 33 - Organization Profile |
| OPR | Advancement Services |
| Description | Records consist of information collected about organizational entities, such as Queen's connections, giving information, Queen's involvement, organizational activity, community activity, and research notes. |
| Retention Trigger | An organizational entity ceased to exist. |
| Total Retention | 30 years |
| Final Action | DP/AR |
| Disposition Plan | The following information in profiles of organizations who have made donations to be transferred to the Archives: organization history information, Queen's connections, Queen's involvement, organizational activity, community activity, total dollar amount of giving. |
| 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
- PIB = Personal Information Bank
Printed on Thursday, Nov 21 2024