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Records Retention Why is it important?

Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

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Page 1: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Records Retention

Why is it important?

Page 2: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself
Page 3: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Can you relate?

• Do you feel inundated with paperwork?

• Do you want to be more organized?

• Do you catch yourself thinking, “Can’t I just throw this away?”

Page 4: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

You are not alone

…and the paper just keeps piling up.

Page 5: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

“Consistent Standards”

In order to “safeguard rights and ensure accountability,…” the County must apply “consistent standards of responsible recordkeeping across all County departments.” (Board Policy A-43 Sec. A.2)

Page 6: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Records Retention Policy

The approved procedures for

preserving, or not, the recorded information

that is created, received or maintained by the County during its normal course of

doing business.

Page 7: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Staff Training

Page 8: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Board of Supervisors Policy A-43

County Records Management and Archives Policy

Page 9: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Records Management

The application of systematic control,

from creation to final disposition, to recorded

information acquired during the normal

course of doing business.

Chart courtesy South Carolina Department of Archives and HistoryArchives and Records Management Division

Page 10: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Retention Schedule

A table or chart that identifies the length of time a record must be retained before its final disposition.

Page 11: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

It’s the Law

• Government Codes 26201 & 26202; GC 26907 relates to fiscal records

• Resolution No. 2004-044

• Board Policy A-43

Page 12: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

It’s Good Business

• Improve retrieval by reducing bulk

• Reduce staff time needed for access

• Save money

• Save space

• Identify and preserve permanent and historical records

Page 13: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

It’s Good Practice

If consistently implemented…

• Demonstrates best practice and legal compliance

• Is supported by case law as an acceptable means of conducting business Arthur Andersen LLP v. U.S., 544 U.S. 696, 704 (2005)

Page 14: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself
Page 15: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

RMAP Staff

Page 16: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Any Questions?

? ? ?

? ? ? ?? ? ?

Page 17: Records Retention Why is it important?. Can you relate? Do you feel inundated with paperwork? Do you want to be more organized? Do you catch yourself

Feel free to contact us!

• Mary M. Cox, Chief Deputy, [email protected]

• Jim D. Hofer, Archives [email protected]

• Rebekah Marshall, Archivist/Records Analyst [email protected]