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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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BOCC
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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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197 <br /> �� ■� NC DEPARTMENT OF <br /> 2021 GENERAL RECORDS SCHEDULE: LOCAL GOVERNMENT AGENCIES ....>; NATURAL AND CULTURAL RESOURCES <br /> STANDARD 7.PUBLIC RELATIONS RECORDS <br /> ITEM# <br /> RECORDS SERIES TITLE DISPOSITION INSTRUCTIONS CITATION <br /> 7.04 CONFERENCES AND WORKSHOPS @ a) Retain in office records with historical value permanently. <br /> Records concerning conferences and workshops b) Destroy in office remaining records when superseded or <br /> conducted by agency employees. Includes slides, obsolete. <br /> charts,transparencies, handouts,and other related <br /> records used in presentations. <br /> SEE ALSO:Training and Educational Records <br /> (STANDARD 4: HUMAN RESOURCES RECORDS). <br /> 7.05 EDUCATIONAL MATERIALS Destroy in office when superseded or obsolete. U <br /> Z7 <br /> Materials produced for usage by teachers or tour <br /> groups. Includes lesson plans,activities,and other <br /> related records. <br /> 7.06 FUND DRIVE AND EVENT RECORDS a) Retain in office records with historical value permanently. <br /> Records documenting the promotion and organization b) Destroy in office remaining records when superseded or <br /> of fund drives and other special events in which the obsolete. <br /> agency participated. Includes records concerning <br /> solicitations requesting and donations providing <br /> money or in-kind donations for agency programs.Also <br /> includes invitations, registration materials,agendas, <br /> handouts, presentations,and programs. <br /> SEE ALSO: Donations and Solicitations (STANDARD 2: <br /> BUDGET, FISCAL,AND PAYROLL RECORDS). <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 /> t 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 /> 76 <br />
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