Section 1: Governance and Administration 1 Internal Governance and Administration 1 Section 2: Student Progress and Support 5 â¢ Rationale: The basis for the retention period and final action. The retention schedule lists groups of records -- or record series . The NARA Records Schedule provides mandatory instructions (âdisposition instructionsâ) to all NARA staff regarding how to maintain the agencyâs operational records and what to do with them when they are no longer needed for current business. Submit feedback about the public records request form; List of Public Records Custodians Retention Schedules for Texas State Agencies and Public Universities A records retention schedule is a document that identifies and describes a state agencyâs records and the lengths of time that each type of record must be retained. SCHEDULE. RECORDS RETENTION GUIDELINES *7 Years Following Disposition,Termination, or Pay Off Please note that this table should only be used as a guide. Terminologies and retention periods for the listed Analysts make site visits to agency offices, as needed. Ill. Timeline A single PDF document containing the combined schedules is also available to facilitate easy printing and basic text search. Individual census records from 1790 to 1940 are maintained by the National Archives and Records Administration, not the U.S. Census Bureau. Retention and disposal schedule: research, innovation and enterprise records, including research programmes Ref Records about: Retention period Rationale Master held â¦ â¢ *Final Action: The action to be taken at conclusion of retention period. School Records Retention Schedule No. A record series is a group of related documents which are normally used and filed as a unit, and are evaluated as a unit for retention scheduling purposes. General Records Retention Schedule Series Title Description Official Copy Retention Disposition Comments Accreditation Records - External Reports made by accrediting associations, recommendations by said committees, and institutional responses to committee observations and suggestions University, College, School, Department or Office General Records Retention and Disposition Schedules. You should consult with your attorney and insurance carrier when establishing a record retention policy. HR, ICT and Research sections added. This model records schedule provides a guide for the retention and disposition of nonprofit records. The Government Records Branch provides assistance to agencies with records management issues, including the use of the retention and disposition schedules. Records Retention Schedule Administration Record Series Retention Retention Code Retention ID Accreditation Records ACT+10 ADM3020 IUC-ADM-10-01 University, college or department files documenting accreditation review by accrediting agencies. It is based on the recommendations of the Records Management Section at the Alabama Department of Archives and History but is not legally binding on Alabama nonprofit organizations. Note to plan administrators: This sample retention schedule does not provide a listing of all plan records that should be retained or show all information that should be documented for each record. From this page you can select an individual function to download MS Excel spreadsheets, with both the Business Classification Scheme and the Records Retention Schedule for each. The Texas State Records Retention Schedule (RRS) is adopted as an administrative rule of the Texas State Library and Archives Commission and supersedes the schedule of August 31, 2016. Four records analysts are available to assist by telephone or e-mail. Sample Retention Schedule for Pension Plan Records Plan Name Registration Number . Number- is the unique identifier for the record or group of records held. General Schedule (PDF) General Records Retention and Disposition Schedule (M210.9) (PDF) Personnel (M505.4) (PDF) Accounting (PDF) Records Management - General. This records retention schedule authorizes the destruction/transfer of public records documenting common functions and activities of state government agencies, including Universities and Community and Technical Colleges. evidence of Agency specific retention schedules list and describe the records that are unique to a particular state agency and the records that they create or receive in the course of conducting business. records. Schedules need to be updated regularly for constant protection in the face of rapidly changing laws and regulations, like GDPR and PIPEDA.. Search Retention Schedules. 1992-1 Records Management (Executive Order) (PDF) Records Management, (MD 210.5) (PDF) State Records Management Manual (M210.7) (PDF) Approval date Approved by Key changes 1 07/05/2015 Executive Policy Forum 2 12/04/2018 Senior Management Team Updates to Members-Legal Services, Regulatory and FOI-DPA sections. It is a policy document that defines an organization's legal and compliance recordkeeping requirements. These schedules indicate the minimum amount of time an agency must keep the records. SRA Records Retention Schedule Version Control Version no. & State They are maintained to serve a specific purpose and are identified by a â¢ Recordkeeping systems and arrangements of records enable identification of records due for disposal. Includes property reports, returns and related work papers. Purpose . The disposition instructions state whether individual series of records are âpermanentâ or âtemporary,â as well as how long to retain the This retention schedule indicates the minimum length of time listed records series must be retained by a state agency before destruction or archival preservation. Submit public records requests and then track the status of your requests. Statutory Provisions Retention Period Final Action Notes 1.0 School Governors 1.1 Instruments of government, including Articles of Association No Permanent Permanent Retain in school while current; transfer to HALS when no longer required 1.2 Records for all full The Retention and Disposal Schedule contains ten pieces of information about each record type: Records series- identifies the business function that the records relate to. 1, The Guide of Record Retention Requirements in the Code of Federal Regulations, as well as by reviewing and analyzing numerous record retention schedules. The Raleigh office can be reached at (919) 814-6900. It is to be used in conjunction with the other approved schedules that relate to the Retention periods are represented by three columns to the right side of the page: âAâ indicates the period of time that the records are Active and are required for daily business in the office. Certain material has no evidential, fiscal, administrative or historical value and therefore, is not subject to this schedule. The schedules are available in two formats. Records retention schedule 5 Reference Records series Trigger Retention period Disposal action Authority Notes management 001.004.001 Business continuity planning When superseded 1 year Destroy Business The activities involved in anticipating incidents which would Given the vast amount of information to be managed (document retention, information protection, secure document destruction, etc. This retention schedule is applicable to records that fall under the above definition regardless of format including paper, electronic, microfilm, etc. Records from the 1950 to 2010 Censuses can only be obtained by the person named in the record or their heir after submitting form BC-600 or BC-600sp (Spanish). Decennial census records are confidential for 72 years to protect respondents' privacy. records that provide evidence of their operations. The retention schedule consists of retention periods, which are expressed as a line of letters and numbers for each secondary classification. A records retention schedule is the cornerstone of an effective records management program. Action Required Counties have two options: â¢ Adopt the updated County Human Services General Records Retention Schedule in its entirety, or, â¢ Update existing county retention schedules to incorporate the change in retention periods. Information Management Branch 2020 5 Revenue Commissioners: Records Retention Schedule: Version 2.0 â¢ Trigger: The event that prompts the start of the retention period. Mobile device instructions: If you are using the Safari web browser on Mac OSX High Sierra or iOS 11 (iPhone, iPod Touch and iPad), cookies and cross site tracking must be allowed. â¢ Retention period: The period records should be retained. This Records Management Policy (âPolicyâ) is intended to assist the Firmâs legal and non-legal staff in making informed decisions concerning the handling, care and retention of Client and Firm Records. RECORDS AND PERSONAL DATA RETENTION SCHEDULE Record Code Record Type Description Retention Period (Years) Associated Personal Data 40247 COMPANY FINANCIAL & TAX RECORDS (PUERTO RICO) Retention starts 10 years from the required filing date (9 months past the close of the financial reporting period).Records include filed Fed. Retention and Disposal Schedules Michigan law (MCL 399.5 and 750.491) requires that all public records be listed on an approved Retention and Disposal Schedule that identifies the minimum amount of time that records must be kept to satisfy administrative, legal, fiscal and historical needs. Before finalizing an entityâs record retention procedures, it is recommended that the IRS regulations, state and local government retention requirements and the AICPAâs Filing and This document was uploaded via RecordTrac in response to a public records request for the City of Oakland. A records retention and disposition schedule (also referred to in this publication as a records schedule or a schedule) is a legal authority that describes the records under the control of a government organization, specifies how long and where they must be kept as US Foods Records Retention Schedule â November 2018 Page 2 of 19 DEP ID RC# Category Subject Description Examples Retention Time in Years ATF 235 Accounting, Tax & Finance Abandoned & Unclaimed Property Records relating to the escheatment process regarding unclaimed property. WWU General Records Retention Schedule Table of Contents Disposition authority granted by the State Records Committee under RCW 40.14 on 6/3/2020. Basic File Description DPA applies? â¢ Records due for disposal are routinely identified and reviewed to ensure they are no longer required. Local situations may require Records Retention Schedule Introduction. Review for historical value and potential transfer to Archival Services. â¢ Record retention disposal schedules, policies and procedures are implemented in their teams. Texas state agencies and public universities are required to submit their retention schedules to TSLAC on a timetable established by University of Huddersfield Retention and Disposal Schedule, v4.0, November 2020 8 of 42 2. Does your records retention program meet the legal requirements for your industry? II. Records Retentiqn_Schedule nowaligns with current OIG's record retention requirements. This records retention schedule authorizes the destruction/transfer of the public records of the Office of Superintendent of Public Instruction relating to the unique functions of overseeing K-12 public education, working with school districts to administer basic â¦ Retention Schedule for ICT Records United Nations Secretariat ICT Technical Procedure e) Record: any data or information, regardless of form or medium, maintained by the United Nations as evidence of a transaction; A record can be represented in any medium, for example paper, reports, This Records Retention Schedule applies to all documents defined as records - âInformation created, received and maintained as evidence and information by an organisation or individual, in pursuance of legal obligations or in the transaction of businessâ i.e.
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