Revised Local Schedule GR – Effective April 17, 2016

A new edition of Local Schedule GR – Records Common to All Local Governments – will take effect on April 17, 2016. The revised schedule was published for adoption in the April 8, 2016 issue of the Texas Register. The revised schedule supersedes the 5th edition.

The revised 5th edition contains the following changes:

  • GR1075-04 W-9 Form – Request for Taxpayer Identification Number (TIN) and Certification – new record series
  • GR1075-16a Construction Project Records – revised retention period, description, and retention notes
  • GR1075-16b Construction Project Records – revised retention notes
  • GR1075-16c Construction Project Records – revised description and retention note

The new edition is posted on our Local Retention Schedules page. A summary of changes is also available.

Do the new rules apply to records created before April 17, 2016?

Yes, the new retention periods are retroactive. This means that all of your records, whether they were created before or after April 17, will be subject to the new retention rules.

What do we need to do?

If your government has adopted Local Schedule GR by submitting form SLR 508 (Declaration of Compliance with the Records Scheduling Requirement of the Local Government Records Act), you can begin following the new retention periods immediately. Be sure to notify any affected departments of these changes.

If your government follows its own Records Control Schedule, you must either amend your schedule with the new retention periods (using forms SLR 540 and SLR 520) or adopt Local Schedule GR by submitting form SLR 508.

To download any of the above forms, go to: https://www.tsl.texas.gov/slrm/recordspubs/forms/local.html.

What about TSLAC’s other retention schedules?

We will be updating other retention schedules as revisions are necessary, so please stay up-to-date on future changes (and give feedback on proposed updates) by subscribing to The Texas Record.

More questions?

If you have additional questions or concerns, please contact your analyst.