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Gift Income Records or Donor Files

This series documents potential or realized private, corporate, or public agency funding to the institution, including endowments, gifts, donor records and trusts. This series may include but is not limited to: award guidelines; letters and agreements of gifts; amounts of donations received; names of donors; conditions placed on donations; copies of bequest instruments and wills from individuals or estates; gift / pledge transmittal forms; solicitation material; acknowledgement letters; copies of checks or securities documents; financial statements and reports, including records of fund disbursements; and related documentation and correspondence.

Identification

Record Series Item Number
10.1
Retention Policy Number
694
Series
10.1 - Advancement and Donor Records

Retention Period

Total Retention
PM

Characteristics

Archival
I
Final Repository
ADVANCEMENT
Vital
Yes

Status

Last Update
10/15/21 11:53
GUID
UNTRRS-1068

Alumni Records

This records series documents the activities of a department's alumni and may also provide alumni offices with information on alumni. Records may be used to: create a network of support from alumni, primarily through organized alumni groups; to track alumni; to monitor their achievements, activities, and recognitions; to create statistics; to reply to information requests; and to provide information on the accomplishments of previous students. This series may include but is not limited to: memberships lists with names, addresses, employer names and addresses, and positions; minutes, and directories; promotional materials concerning annual gatherings; homecoming plans and programs; data cards and files for individual alumni; degree recipient lists; outstanding alumni lists; student leader lists; class officer lists; foreign student rosters; international alumni club records; and notes, memorandum, and related correspondence concerning general alumni affairs.

Identification

Record Series Item Number
10.1
Retention Policy Number
10
Series
10.1 - Advancement and Donor Records

Retention Period

Total Retention
PM

Characteristics

Final Repository
ARCHIVES
Vital
No

Status

Last Update
10/15/21 11:53
GUID
UNTRRS-1201

State Publications

Once copy of each state publication as defined in the Appendix of this schedule, except a publication that is subject to a different retention period. For example, a meeting agenda (see item number 1.1.058) also meets the definition, but it must be retained permanently; item numbers 1.1.004, 1.1.055, 1.1.066, 1.1.068, and 4.5.003, which also meet the definition, are closely associated with the appropriations process and must be retained AC +6.

Identification

Record Series Item Number
1.3.001
Retention Policy Number
208
Series
1.3 - Administrative Records-State Publications

Retention Period

Total Retention
AC+6

Characteristics

Archival
I
Final Repository
ARCHIVES
Vital
No
Remarks
AC = Until superseded or obsolete. CAUTION: Many state publications must be submitted to the Texas State Publications Depository Program, Texas State Library and Archives Commission, by law (Government Code 441.101). The Texas State Library and Archives Commission will retain a copy of all state publications submitted to it on a continuing basis, subject to periodic evaluation to determine if the publication merits further retention. For additional information and requirements concerning state publications made available to the public through the Internet, consult the administrative rules of the Texas State Publications Depository Program of the Texas State Library and Archives Commission (13 TAC 3.1 - 3.16). Website retention: Printouts or snapshots of pages with significant changes satisfies the retention requirement.

Status

Last Update
6/29/21 14:34
GUID
UNTRRS-920

Publication Development Files

Background material copy (drafts), original artwork, photo negatives, prints, flats, etc. This includes all work performed both inside and outside the University.

Identification

Record Series Item Number
1.3.002
Retention Policy Number
207
Series
1.3 - Administrative Records-State Publications

Retention Period

Total Retention
AV

Characteristics

Archival
I
Final Repository
ARCHIVES
Vital
No
Remarks
Paper, video tape, audio tape, and film.

Status

Last Update
10/15/21 12:42
GUID
UNTRRS-921

Records Control Locator Aids

Includes indexes, card files, shelf lists, registers, guides, etc.

Identification

Record Series Item Number
1.2.013
Retention Policy Number
432
Series
1.2 - Administrative Records-Records Management

Retention Period

Total Retention
AC

Characteristics

Final Repository
LOCAL UNIT
Vital
No
Remarks
AC = When control aid is updated, revised, or no longer needed. CAUTION; These records must carry the same retention period and archival code of the records they support.

Status

Last Update
10/15/21 12:40
GUID
UNTRRS-916

Records Inventory Worksheets

Identification

Record Series Item Number
1.2.012
Retention Policy Number
431
Series
1.2 - Administrative Records-Records Management

Retention Period

Total Retention
US

Characteristics

Final Repository
COMPLIANCE/LOCAL UNIT
Vital
No
Remarks
Units should keep a copy of the inventory/records management plan after submitting a copy to the Institutional Records Management program.

Status

Last Update
6/29/21 9:23
GUID
UNTRRS-915