Skip to main content

GCIR-0210 Briefing Materials: Individuals and Organizations

Description

Briefing materials provide background information on individuals or organizations and recommendations for institutional policy. They include briefing notes, and any supporting documents or information required to understand the briefing notes. 

This record series is for:

  • briefing notes on particular individuals in the government, community or industry
  • 3rd party companies or organizations that require access to UOIT or may become involved in partnerships with UOIT regarding student learning experiences or research funding. 

Excludes GCIR-0200 Briefing Materials: Issues

Retention Trigger

Superseded

Retention

Trigger + 4 years

Responsible Unit(s)

External Relations

Source

 

Records System

Shared Drive

Citations

 

Record Authority

VP External Relations

Disposition

Archival review

Records Arising from Activity

Briefing notes; Supporting documents

Retention Rationale

Briefing materials on individuals are superseded when government changes (election, cabinet shuffle, etc.) or organization leadership changes. 

Briefing materials on organizations are superseded when the 3rd party ceases to exist. Once the 3rd party no longer exists, the value of the record is primarily historical, and transfer to the archives is appropriate.

Personal Information

Yes

Vital Record

No

Protection

Medium/High; Long term Retention