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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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BOCC
Date
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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142 <br /> .Jam <br /> 2021 GENERAL RECORDS SCHEDULE: LOCAL GOVERNMENT AGENCIES .■■ • NATURA AMNDC OF <br /> ■.RdE NATURAL AND CULTURAL RESOURCES <br /> STANDARD 1:ADMINISTRATION AND MANAGEMENT RECORDS <br /> ITEM# <br /> RECORDS SERIES TITLE DISPOSITION INSTRUCTIONS CITATION <br /> 1.63 STAFF MEETINGS FILE a) Retain in office records with historical value permanently. <br /> Records concerning meetings of internal committees, b) Destroy in office remaining records after 1 year. <br /> groups,or task forces along with external meetings <br /> attended by agency personnel. Includes minutes, <br /> agendas,meeting packets,visual aids,presentations, Q <br /> notes,recordings,and other related records. 3 <br /> 1.64 STRATEGIC PLAN @ a) Retain in office strategic plans permanently. E' <br /> Long-range plan outlining policies,guidelines,and b) Destroy in office background surveys,studies,and reports <br /> plans for future development of the agency. Includes 5 years after adoption of plan. o <br /> official copy of strategic plan and all background <br /> c) Destroy in office business plans 2 years after execution of <br /> surveys,studies,and reports. Also includes business Q <br /> plans as well as mission statements,goals,and plan. <br /> objectives. d) Destroy in office remaining records when superseded or v <br /> obsolete. v <br /> co <br /> (D <br /> 1.65 SURPLUS PROPERTY Destroy in office 3 years after disposition of property.* 3 <br /> CD <br /> Inventories and reports of agency property to be <br /> surplussed. .« <br /> 1.66 TRACKING MATERIALS Destroy in office when reference value ends.± <br /> Records intended to verify the receipt of information, Agency Policy: Destroy in office after <br /> such as certified mail receipts. <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 /> 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. See the appendix for pointers to <br /> such records series. <br /> 21 <br />
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