What if I asked you, “Where can you find the retention period for local government grant records?” You wouldn’t be wrong to go to Grant Development and Administrative Records in Schedule GR (GR1025-08). But wait! That’s not the whole picture. At the top of Local Schedule GR, Part 2, note (b) significantly expands the definition…
If you’ve ever been involved in records management, you know that disposition can be harder than putting socks on a rooster. Retention-conscious folders and a good file plan are great tools to set yourself up for success, but you might run into an issue: What happens when we can’t predict the trigger date of a…
Determining your record’s fiscal year end (FE) date is important for destroying that specific record on schedule. Read TSLAC’s recommendation for keeping a disposition log to understand consequences of destroying a record too early and TSLAC’s thoughts on keeping a record too long. Fiscal year (FY) is a 12-month period office’s use for accounting purposes.…
The local government schedules or your state agency’s retention schedule should list all of the types of records your local government or state agency creates or receives since the disposition of a record cannot be carried out if it is not included on a retention schedule. Even so, a time may come when you will…