• *Final Action: The action to be taken at conclusion of retention period. The retention schedule lists groups of records -- or record series . 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 … Does your records retention program meet the legal requirements for your industry? 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. They are maintained to serve a specific purpose and are identified by a A records retention schedule is the cornerstone of an effective records management program. Purpose . Sample Retention Schedule for Pension Plan Records Plan Name Registration Number . Retention Schedules for Texas State Agencies and Public Universities A records retention schedule is a document that identifies and describes a state agency’s records and the lengths of time that each type of record must be retained. SCHEDULE. Individual census records from 1790 to 1940 are maintained by the National Archives and Records Administration, not the U.S. Census Bureau. This Records Retention Schedule applies to all documents defined as records - ‘Information created, received and maintained as evidence and information by an organisation or individual, in pursuance of legal obligations or in the transaction of business’ i.e. Basic File Description DPA applies? 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Trigger Retention period Disposal action Authority Notes management 001.004.001 Business continuity planning When superseded 1 year Destroy Business The activities involved in anticipating incidents which would Records Retention Schedule Introduction. This Records Management Policy (“Policy”) is intended to assist the Firm’s legal and non-legal staff in making informed decisions concerning the handling, care and retention of Client and Firm Records. Four records analysts are available to assist by telephone or e-mail. 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 This model records schedule provides a guide for the retention and disposition of nonprofit records. Submit feedback about the public records request form; List of Public Records Custodians 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. The Raleigh office can be reached at (919) 814-6900. Review for historical value and potential transfer to Archival Services. The disposition instructions state whether individual series of records are “permanent” or “temporary,” as well as how long to retain the Search Retention Schedules. Retention and disposal schedule: research, innovation and enterprise records, including research programmes Ref Records about: Retention period Rationale Master held … Submit public records requests and then track the status of your requests. This retention schedule is applicable to records that fall under the above definition regardless of format including paper, electronic, microfilm, etc. 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. Number- is the unique identifier for the record or group of records held. 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. 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 The Government Records Branch provides assistance to agencies with records management issues, including the use of the retention and disposition schedules. School Records Retention Schedule No. WWU General Records Retention Schedule Table of Contents Disposition authority granted by the State Records Committee under RCW 40.14 on 6/3/2020. records that provide evidence of their operations. 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. 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, Certain material has no evidential, fiscal, administrative or historical value and therefore, is not subject to this schedule. Given the vast amount of information to be managed (document retention, information protection, secure document destruction, etc. General Records Retention and Disposition Schedules. General Schedule (PDF) General Records Retention and Disposition Schedule (M210.9) (PDF) Personnel (M505.4) (PDF) Accounting (PDF) Records Management - General. It is to be used in conjunction with the other approved schedules that relate to the You should consult with your attorney and insurance carrier when establishing a record retention policy. 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. This retention schedule indicates the minimum length of time listed records series must be retained by a state agency before destruction or archival preservation. SRA Records Retention Schedule Version Control Version no. Section 1: Governance and Administration 1 Internal Governance and Administration 1 Section 2: Student Progress and Support 5 US Foods Records Retention Schedule – 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. • Recordkeeping systems and arrangements of records enable identification of records due for disposal. 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. Decennial census records are confidential for 72 years to protect respondents' privacy. This document was uploaded via RecordTrac in response to a public records request for the City of Oakland. 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. • Records due for disposal are routinely identified and reviewed to ensure they are no longer required. It is a policy document that defines an organization's legal and compliance recordkeeping requirements. 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