Year-end reports n/a 10 Approved grants all documentation 7 years after completion Same as legal Program / – Grantmaking supporting grant payment, including of funded program, or requirement application/recommendation, due date of grant if general diligence, grant agreement letters, and operating support grant transmittal letters. Approved grants post grant reporting Permanent Permanent – information, outcome analysis. Records from advisory committee, 7 years 7 years including minutes, if any and lists of grants recommended for approval. Scholarship grant records, including 7 years 7 years applications if CCF participates in selection decisions Declined/withdrawn grant applications 3 years 3 CCF funding requests (denied) 3 years 3 years CCF funding requests, correspondence and 7 years after completion Same as legal reports (funding received) of program requirement Philanthropic Consulting contracts 7 after all Same as legal Consulting Services obligations end requirement Human Resources Benefits: retirement plans (plan Permanent Permanent descriptions, plan documents) Consultant contracts/files (expired) 7 years after all Same as legal obligations end requirement Contracts with employees 7 years after all Same as legal obligations end requirement Disability & sick-benefit records 7 years after claim date Permanent Employment applications 3 years 3 years Employee handbooks Permanent Permanent Employee orientation & training materials 7 years after use ends Same as legal requirement Employee personnel files Permanent Permanent Resumes 3 years 3 years Workers comp claims 7 years 7 (after settlement) Technology Software licenses & support agreements 7 years after all Same as legal obligations end requirement Library Annual reports for other foundations n/a 2 years Directories n/a 2 years Periodicals n/a 2 years
Year-end reports n/a 10 Program / Grantmaking Approved grants – all documentation supporting grant payment, including application/recommendation, due diligence, grant agreement letters, and grant transmittal letters. 7 years after completion of funded program, or date of grant if general operating support Same as legal requirement Approved grants – post grant reporting information, outcome analysis. Permanent Permanent Records from advisory committee, including minutes, if any and lists of grants recommended for approval. 7 years 7 years Scholarship grant records, including applications if CCF participates in selection decisions 7 years 7 years Declined/withdrawn grant applications 3 years 3 CCF funding requests (denied) 3 years 3 years CCF funding requests, correspondence and reports (funding received) 7 years after completion of program Same as legal requirement Philanthropic Consulting Services Consulting contracts 7 after all obligations end Same as legal requirement Human Resources Benefits: retirement plans (plan descriptions, plan documents) Permanent Permanent Consultant contracts/files (expired) 7 years after all obligations end Same as legal requirement Contracts with employees 7 years after all obligations end Same as legal requirement Disability & sick-benefit records 7 years after claim date Permanent Employment applications 3 years 3 years Employee handbooks Permanent Permanent Employee orientation & training materials 7 years after use ends Same as legal requirement Employee personnel files Permanent Permanent Resumes 3 years 3 years Workers comp claims (after settlement) 7 years 7 Technology Software licenses & support agreements 7 years after all obligations end Same as legal requirement Library Annual reports for other foundations n/a 2 years Directories n/a 2 years Periodicals n/a 2 years
Records%20Retention%20Policy%20FINAL_0.docx