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Agenda 08-26-2025; 8-d - Adoption of Program and General Records Retention and Disposition Schedules for Local Government Agencies
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Agenda 08-26-2025; 8-d - Adoption of Program and General Records Retention and Disposition Schedules for Local Government Agencies
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8/21/2025 11:54:26 AM
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8/26/2025
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Business
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Agenda
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8-d
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Agenda for August 26, 2025 BOCC Meeting
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124 <br /> . ... <br /> 2021 GENERAL RECORDS SCHEDULE:LOCAL GOVERNMENT AGENCIES R■■=■ NATURA AND <br /> OF <br /> ■i.■i NATURAL AND CULTURAL RESOURCES <br /> ■ u■ <br /> STANDARD 1:ADMINISTRATION AND MANAGEMENT RECORDS <br /> ITEM# <br /> RECORDS SERIES TITLE DISPOSITION INSTRUCTIONS CITATION <br /> 1.06 BONDS Destroy in office 5 years after expiration or cancellation. <br /> Records documenting written guarantees from a third <br /> party,including bid bonds, payment bonds, 1 <br /> performance bonds,and surety bonds. D <br /> SEE ALSO: Bids for Purchase(STANDARD 2: BUDGET, 3 <br /> FISCAL,AND PAYROLL RECORDS),and Projects cn <br /> (below). � <br /> 1.07 BULLETINS Destroy in office when superseded or obsolete. <br /> Internal information sharing materials that circulate v <br /> information within the agency.Also includes Q <br /> memoranda and newsletters. <br /> v <br /> 1.08 BUSINESS CERTIFICATION RECORDS a) Destroy in office all documentation 3 years after most <br /> Applications and supporting documentation submitted recent recertification. cn <br /> CD <br /> by businesses to be certified as a Small Business b) If certification was never issued,destroy in office all 3 <br /> Enterprise(SBE)or other classification. CD <br /> documentation when reference value ends f <br /> Agency Policy: Destroy in office after <br /> 1.09 BUSINESS DEVELOPMENT SUBJECT FILE Destroy in office after 3 years. <br /> 1.10 CALENDARS OF EVENTS AND APPOINTMENTS Destroy in office when superseded or obsolete. <br /> 1.11 CENSUS PROJECT RECORDS Destroy in office when reference value ends. <br /> Records created to assist the U.S.Census Bureau with Agency Policy: Destroy in office after �p <br /> the decennial census. <br /> * No destruction of records may take place if audits or litigation are pending or reasonably anticipated. See AUDITS, LITIGATION, AND OTHER OFFICIAL <br /> ACTION,page A-5. <br /> f The agency hereby agrees that it will establish and enforce internal policies setting minimum retention periods for the records that Natural and Cultural <br /> Resources has scheduled with the disposition instruction "destroy when reference value ends." Please use the space provided. <br /> @ In some cases,more specific record retention and disposition requirements can be found in the relevant program schedule. Seethe appendix for pointers to <br /> such records series. <br /> 3 <br />
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