policies Changeset - 151678088212 · Conservancy Kallithea

Changeset - 151678088212

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Bradley M. Kuhn - 12 years ago 2012-02-22 20:11:28
bkuhn@sfconservancy.org

mostly typo fixes. Added supporting material to board records.

1 file changed with 5 insertions and 6 deletions:

Document-Retention/Conservancy-Document-Retention-Policy.txt

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Document-Retention/Conservancy-Document-Retention-Policy.txt

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@@ ... / @@ -51,14 +51,13 @@ destruction schedule for those records. @@
 All Conservancy documents are stored electronically in a
 version-controlled repository on a remote server that is backed
 up to drives on our local premises, with the following
 exceptions:
 • Conservancy stores all e-mails are stored on a separate e-mail
   server
 • Conservancy stores all e-mails on a separate e-mail server
 • Conservancy retains hard copies of all contracts executed with
   parties outside of the United States for at least the full term
   of each contract
 Minimum Retention Periods for Conservancy Documents
@@ ... / @@ -71,13 +70,13 @@ The following records should be retained permanently: @@
 • Conservancy By-laws
 • Conservancy's IRS Form 1023 - which is also to be made
   available for public inspection upon request
 • Board meeting minutes
+• Board meeting minutes and supporting materials presented at Board meetings
 .2 Tax Records
 Tax records should be retained for at least seven years from the
 date of filing the applicable return. These records include:
@@ ... / @@ -147,14 +146,14 @@ below: @@
   materials: retained permanently
 • Executed fiscal sponsorship agreements: retained permanently
 • Internal strategic documents: at least three years
 • Correspondence from Member Project liaisons re: Member Project
   matters, including disbursement requests: at least seven years
 • Correspondence regarding  Member Project decisions,
   including disbursement requests: at least seven years
 .6 Correspondence
 • Except as classified above, letters received in hard copy shall
   be kept for at least one year.
@@ ... / @@ -166,13 +165,13 @@ below: @@
 .7 Reports from Projects
 .8 Blogs and Press Releases
 Conservancy should retain permanent copies of all official
-Conservancy blogs, press releases and
+Conservancy blogs and press releases.
 .9 Contracts
 Except as classified above, all contracts entered into by
 Conservancy should be retained for at least seven years from the
 date of filing the applicable return. These records include:

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