UD7500: University Development – Awards (establishment)

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Schedule Number

UD7500

Primary Title

Awards (establishment) 

Office of Primary Responsibility

UBCV: Development and Alumni Engagement, Awards   

UBCO: Development and Alumni Engagement

Description

Records supporting new award establishment, revision and cancellation of awards that are approved through the Senate Awards Committee. Includes correspondence, award description, award set up form, annual award agreement, endowment trust agreement, donor contact consent form, and designation request form. 

  • For student awards see ST6900: Students – Awards, Bursaries, and Scholarships 

Vital: Yes

PIB: Yes

Authority:

BoG Policy FM6: Fundraising and Acceptance of Donations 

BoG Policy 115: Gifts 

Date Approved: 20220729

Retention Schedule Secondaries

Secondary No. Secondary Title, Scope & Content Retention, Destruction & Disposition

01  

Policies and Procedures  

EV+5Y, FR    

EV=Date superseded or obsolete   

FR=UA will fully retain records from this series  

05  

General    

EV+5Y, D  

EV=Date superseded or obsolete   

10 

Award Establishment and Revision 

When establishment or revision is complete move to Senate Approved 

15 

Cancelled and Discontinued Awards 

EV+6Y, SR 

EV=Date award was cancelled 

SR=UA will selectively retain cancelled and discontinued awards 

25 

Senate Approved Awards 

Includes award records approved by university senate.  

When award is discontinued move to Cancelled and Discontinued Awards 

45  

Issues  

CY+5Y, D

60  

Reports  

CY+5Y, SR

SR=UA will selectively retain cancelled and discontinued awards 

Acronym Key: AY = Academic Year; CY = Calendar Year; D = Destroy; EV = Event; FY = Fiscal Year; FR = Full Retention by University Archives unless otherwise noted; OPR = Office or Department responsible for source of truth records; SO = when superseded or obsolete; SR = Selective Retention by University Archives; UA = University Archives; Y = Year