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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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8/26/2025
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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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178 <br /> 2021 GENERAL RECORDS SCHEDULE: LOCAL GOVERNMENT AGENCIES ; NC DEPARTMENT OF <br /> Emomm NATURAL AND CULTURAL RESOURCES <br /> STANDARD 4:HUMAN RESOURCES RECORDS <br /> ITEM# <br /> RECORDS SERIES TITLE DISPOSITION INSTRUCTIONS CITATION <br /> 4.36 RETIREMENT RECORDS a) Destroy in office descriptive information about retirement Retention: <br /> Includes descriptive information about retirement plans 1 year after plan is terminated. 29 CFR 1627.3(b)(2) <br /> systems along with plans and related records outlining b) Destroy in office records concerning employer-sponsored <br /> the terms of employee pension and other deferred retirement plans 7 years after payment.* <br /> compensation plans,including 401(k). � <br /> c) Transfer Local Governmental Employees' Retirement <br /> System (LGERS)forms to Department of State Treasurer. 2 <br /> SEE ALSO: Payroll and Earnings Records; Payroll iU <br /> Deduction Records(STANDARD 2:BUDGET, FISCAL, d) Transfer applicable records to Personnel Records(Official <br /> AND PAYROLL RECORDS). Copy) (above). <br /> 4.37 SEASONAL AND CONTRACT WORKER RECORDS Destroy in office 5 years after date of separation. Confidentiality: <br /> Records concerning seasonal or contractual <br /> G.S. 115C Art.21A <br /> t employees who are not provided with or eligible for G.S. 122C-158 <br /> benefits. <br /> G.S. 130A-45.9 <br /> G.S. 153A-98 <br /> G.S. 160A-168 <br /> SEE ALSO: Personnel Records(Official Copy)(above). G.S. 161E-257.2 <br /> G.S. 162A-6.1 <br /> 4.38 SECONDARY EMPLOYMENT a) Destroy in office approved requests and related records 1 <br /> Records concerning employees'requests and year after employee terminates outside employment. <br /> authorizations to accept employment with a private b) Destroy in office denied requests and related records after <br /> entity. 6 months. <br /> SEE ALSO: Dual Employment(above.) <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. Seethe appendix for pointers to <br /> such records series. <br /> 57 <br />
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