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DFMS Administrative Operations

This class is used to hold the executive-level records related to the supervision and administration of DFMS operations, especially, but not exclusively, the records of the Chief Operating Officer and functions overseen by that person and staff (e.g. IT/T, property management, human resources). Records may include records relating to the organization of the Mission Program units, internal management policies, staff-wide development projects, and activities.

DFMS Legal Records and Internal/External Counsel

Legal correspondence, opinions, litigation, advisories, case files, property records, insurance claims, contracts, copyright and service marks, and related legal records of internal and external counsel, including records of the Chief Legal Officer. (See also records of the Presiding Bishop's Chancellor.)

Institutional Development and Fund Raising

Records typically created in the planning and cultivation of sources for fund raising such as capital campaigns, annual campaigns, major gifts development, sponsored grants and prospects for planned giving. (See also FA 06 Institutional Development for records of financial accountability.)

Property and Legal Compliance

Records of DFMS real and personal property and similar assets under management, including legal obligations in governmental filings, tax filings, response to civil inquiries, and litigation that may fall to this area of management.

Accounting and Audit

Permanent records of financial accounting and status. The records include accounts payable and receivable (including donations and gifts), standard financial statements, ledgers, charts of account, financial reports and analysis, proposed and final budgets, and distribution of cash funds for awarded grants.

Financial Administration

Generally includes the business and operational records of the treasurer or chief financial office, the controller, and other unit directors responsible for the administration of financial assets and reporting responsibilities, for control and reporting of gifts, and other asset-related duties assigned by General Convention or Executive Council.

Trusts and Investments

Permanent records of DFMS fiduciary accountability for invested funds in all endowments, trusts, and custodial accounts; including records of the investment oversight committees, trust fund registers, DFMS donor trust files, fiduciary trust investment files, records of agreements and reports from investment service providers, and annual statements on investment returns.

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