| Activity | OP1500 Administering Gifts - Local |
| Records Series | 32 - Administering Monetary Gifts - Local |
| OPR | Department /Unit |
| Description | Records documenting the ongoing administrative activities relating to monetary donations or gifts made to the university. It encompasses copies of gift agreements, receipts, acknowledgments, donor correspondence, records of the allocation or use of donated funds, and any relevant documentation. |
| Retention Trigger | Fund spent in full. |
| Total Retention | 7 years |
| Final Action | D |
| Disposition Plan | |
| 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 Monday, Mar 31 2025