Doc. T07-024
Passed by the Board of Trustees on March 14, 2007
The President of the University shall see to the development and implementation of guidelines governing a comprehensive constituent relationship management system (CRM) for University alumni, parents and friends, which he may amend from time to time as appropriate or as required by law. If any University policy conflicts with federal or state statute, the applicable statute shall apply.
Such guidelines shall make provision for the design, development, use, and maintenance of the official University CRM database of record for all alumni, parents, friends, and donors. The database may be used only for approved University business. No person or organization shall be allowed to use the University database of record for personal business or financial gain. In cases of dispute about what constitutes an approved activity, the final decision will rest with the President or his designee.
The guidelines issued pursuant to this policy shall also provide appropriate safeguards for the protection of private or confidential information. The trustees designate the president or his designee as the coordinator for all major donor prospects.
Compliance with and implementation of the guidelines shall be a responsibility of any University employee using the University’s CRM resources. The University will ensure that disaster-recovery plans are in place, including routinely storing a backup copy of the files.
Failure to abide by any of the policies stated within this document may result in denial of access to information contained in the CRM or other sanctions.