Records Retention Schedule
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Records Retention Schedule – Business Development
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Records Management 14.07.2009 Mario Rieger
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Records Retention Schedule Business Development
Record Code
BD‐001
BD‐002
BD‐003
Department
Office of Record
Record Title
Record Description
Business Development or Agreements ‐ Legal (if required Copies by agreement)
Copies of agreements related to licensing and acquisitions, business endeavors and opportunities.
Business Development
Business Development
Draft copies of contracts related to licensing and acquisitions, business endeavors and opportunities.
Business Development
Records including correspondence, presentations, and other information obtained with confidentiality agreements Business Confidential 3rd in place with 3rd parties, related Development or Party Records ‐ to licensing and acquisitions, Legal (if required business endeavors and Copies by agreement) opportunities. Included are internal documents produced as part of early assessment and due diligence activities.
Business Development
F
r o
Agreements ‐ Drafts
Retention Time
ACT
v i r p
u e t a
e s
Record Classification
Comments
! y l n o TAX, SOX, VIT
Legal retains the original versions of contracts from Business Development for the longer of T+7 or FTA. Copies should not be retained longer than the originals.
ACT
ACT=Until agreement is finalized or project/deal is terminated.
ACT
ACT=Retention defined in confidentiality agreement with 3rd party.
Mario Rieger
Digitally signed by Mario Rieger DN: cn=Mario Rieger, o, ou, email=mario_rieger@web. de, c=US Reason: I am the author of this document Date: 2009.07.24 15:14:30 +02'00'
Records Retention Schedule Business Development
Record Code
BD‐004
Department
Business Development
Office of Record
Business Development
Record Title
Record Description
Deal Spreadsheets and Analytics/Evalua presentations, including all financials. tions
Retention Time
u e t a
e s ACT
Record Classification
Comments
! y l n o
Correspondence with 3rd
BD 005 BD‐005
Business Development
Business Development
v i r p
Files Related to parties and due diligence records d related l t d tto lilicensing i and d Finalized Fi li d acquisitions, business Agreements
T 2 T+2
endeavors and opportunities.
BD‐006
Business Development
r o
Business Development
F
Correspondence with 3rd
Files Related to parties and due diligence Projects/Deals records related to licensing and Not Executed
acquisitions, business endeavors and opportunities.
ACT
T Termination of the T=Termination of the agreement.
Records Retention Schedule – Business Development
qwertyuiopasdfghjklzxcvbnmqwertyuiopasdfghjkl
Records Management 14.07.2009 Mario Rieger
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asdfghjklzxcvbnmqwertyuiopasdfghjklzxcvbnmq wertyuiopasdfghjklzxcvbnmqwertyuiopasdfghjklz
Records Retention Schedule Business Development
Record Code
BD‐001
BD‐002
BD‐003
Department
Office of Record
Record Title
Record Description
Business Development or Agreements ‐ Legal (if required Copies by agreement)
Copies of agreements related to licensing and acquisitions, business endeavors and opportunities.
Business Development
Business Development
Draft copies of contracts related to licensing and acquisitions, business endeavors and opportunities.
Business Development
Records including correspondence, presentations, and other information obtained with confidentiality agreements Business Confidential 3rd in place with 3rd parties, related Development or Party Records ‐ to licensing and acquisitions, Legal (if required business endeavors and Copies by agreement) opportunities. Included are internal documents produced as part of early assessment and due diligence activities.
Business Development
F
r o
Agreements ‐ Drafts
Retention Time
ACT
v i r p
u e t a
e s
Record Classification
Comments
! y l n o TAX, SOX, VIT
Legal retains the original versions of contracts from Business Development for the longer of T+7 or FTA. Copies should not be retained longer than the originals.
ACT
ACT=Until agreement is finalized or project/deal is terminated.
ACT
ACT=Retention defined in confidentiality agreement with 3rd party.
Mario Rieger
Digitally signed by Mario Rieger DN: cn=Mario Rieger, o, ou, email=mario_rieger@web. de, c=US Reason: I am the author of this document Date: 2009.07.24 15:14:30 +02'00'
Records Retention Schedule Business Development
Record Code
BD‐004
Department
Business Development
Office of Record
Business Development
Record Title
Record Description
Deal Spreadsheets and Analytics/Evalua presentations, including all financials. tions
Retention Time
u e t a
e s ACT
Record Classification
Comments
! y l n o
Correspondence with 3rd
BD 005 BD‐005
Business Development
Business Development
v i r p
Files Related to parties and due diligence records d related l t d tto lilicensing i and d Finalized Fi li d acquisitions, business Agreements
T 2 T+2
endeavors and opportunities.
BD‐006
Business Development
r o
Business Development
F
Correspondence with 3rd
Files Related to parties and due diligence Projects/Deals records related to licensing and Not Executed
acquisitions, business endeavors and opportunities.
ACT
T Termination of the T=Termination of the agreement.
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