| Activity | OP1500 Administering Gifts - Local |
| Records Series | 33 - Administering Gifts-in-Kind - Local |
| OPR | Department/Unit |
| Description | Records documenting the ongoing administrative activities relating to non-cash donations or gift-in-kind contributions to a department or unit. It encompasses donation agreements, donation receipts, inventory of items donated, communications with donors, and any related tax, legal or other relevant documentation. Records may also include valuation reports, acknowledgements, and documentation regarding the acceptance and use of the gifts. |
| Retention Trigger | Gift disposed of. |
| Total Retention | 7 years |
| Final Action | DP/AR |
| Disposition Plan | At the end of the retention period, send selected records to the Archives; destroy the rest of the records. |
| 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 Saturday, Mar 29 2025