Governance Policy
Document retention and responsible records.
NAOIM will maintain records in a manner that supports accountability, continuity, privacy, and legal compliance.
Retention
Corporate, governance, financial, tax, personnel, program, membership, and communications records will be retained according to approved schedules and applicable requirements. Permanent records will include formation documents, board minutes, tax filings, and material policies.
Secure disposal and legal holds
Records that no longer require retention will be disposed of securely. Destruction will be suspended when records may be relevant to litigation, an audit, an investigation, or another legal hold.