Non-profit victim service agencies, advocates, and partnerships that provide services to survivors of domestic violence, dating violence, sexual assault and stalking may adapt these forms, policies and agreements for immediate use.  Use Step-by-step easy instructions!

Template Policy: Client Documentation Retention Policy

This template is to guide programs in developing policies and procedures on how long a client document should be held by the program. This document provides procedural recommendations for emergency shelter and transitional housing programs as well as programs that provide outreach and legal advocacy.

Agencies and innovative partnerships are encouraged to use and adapt this model policy. You may change wording to match the language your agency or partnership prefers (e.g. client, victim, survivor, service participant). To adapt the template simply:

  • add information relevant to your specific agency, partnership and funders;
  • insert your [program/agency/partnership/collaboration names] and letterhead; and,
  • remove generic template blue instruction notes and other notices.

Distribution Permissions: Published February 2013. May be reproduced or adapted for nonprofit or educational uses with acknowledgement of authors and/or publisher.

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