HomeMy WebLinkAboutS AMS - Signatures pages for Orange County Retention and Disposition Schedules County Management
Records Retention and Disposition Schedule
The records retention and disposition schedule and retention periods governing the records series listed herein are
hereby approved. In accordance with the provision of Chapters 121 and 132 of the General Statutes of North
Carolina,it is agreed that the records do not and will not have further use or value for official business,research,
or reference purposes after the respective retention periods specified herein and are authorized to be destroyed
or otherwise disposed of by the agency or official having custody of them without further reference to or approval
of either party to this agreement. The local government agency agrees to comply with 07 NCAC 04M.0510 when
deciding on a method of destruction. Confidential records will be destroyed In such a manner that the records
cannot be practicably read or reconstructed. however, records subject to audit or those legally required for
ongoing official proceedings must be retained until released from such audits or official proceedings,
notwithstanding the instructions of this schedule. Public records,Including electronic records,not listed in this
schedule are not authorized to be destroyed.
This local government agency and the Department of Cultural Resources agree that certain records series possess
only brief administrative,fiscal,legal,research,and reference value. These records series have been designated by
retention periods which allow these records to be destroyed when "administrative value ends." The local
government agency hereby agrees that it will establish and enforce internal policies setting minimum retention
periods for the records that Cultural Resources has scheduled with the disposition Instruction "destroy when
administrative value ends." If a county does not establish internal policies and retention periods,the county Is not
complying with the provisions of this retention schedule and Is not authorized by the Department of Cultural
Resources to destroy the records with the disposition Instruction "destroy when administrative value ends."
The local government agency and the Department of Cultural Resources concur that the long-term and/or
permanent preservation of electronic records require additional commitment and active management by the
agency. The agency agrees to comply with all policies,standards,and best practices published by the Department
of Cultural Resources regarding the creation and management of electronic records.
It is further agreed that these records may not be destroyed prior to the time periods stated; however, for
sufficient reason they may be retained for longer periods. This schedule is to remain in effect from the date of
approval until It Is reviewed and updated.
APPROVAL RECOMMENDED
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Chief Administrative Officer/ Sarah E.Koonts,Director
County Manager Division of Archives and Records
APPROVED
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Chairman,Bd.County Commissioners Susan W. Kluttz,Secretary
Department of Cultural Resources
County: V T-04 l
April 15,2013
County Management
Records Retention Schedule Amendment
Amending the County Management Records Retention and Disposition Schedule published April 15,2013.
STANDARD 11.PERSONNEL RECORDS
Amending item 19 Employee Eligibility Records as shown on substitute page 76.
APPROVAL RECOMMENDED
Chfef Administrative Officer/ Sarah E. Koonts, Director
County Manager Division of Archives and Records
APPROVED
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Chairman Susan W. Kluttz,Secretary
Board of County Commissioners Department of Cultural Resources
November 7,2014 O r
County
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Tax Administration
Records Retention and Disposition Schedule
The records retention and disposition schedule and retention periods governing the records series listed herein are
hereby approved. In accordance with the provlslon of Chapters 121 and 132 of the General Statutes of North
Carolina,It is agreed that the records do not and will not have further use or value for official business,research,
or reference purposes after the respective retention periods specified herein and are authorized to be destroyed
or otherwise disposed of by the agency or official having custody of them without further reference to or approval
of either party to this agreement. The local government agency agrees to comply with 07 NCAC 04M.0510 when
deciding on a method of destruction. Confidential records will be destroyed in such a manner that the records
cannot be practicably read or reconstructed. However, records subject to audit or those legally required for
ongoing official proceedings must be retained until released from such audits or official proceedings,
notwithstanding the instructions of this schedule. Public records, including electronic records,not listed in this
schedule are not authorized to be destroyed
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This local government agency and the Department of Cultural Resources agree that certain records series possess
only brief administrative,fiscal,legal,research,and reference value. These records series have been designated by
retention periods which allow these records to be destroyed when "administrative value ends." The local
government agency hereby agrees that It will establish and enforce Internal policies setting minimum retention
periods for the records that Cultural Resources has scheduled with the disposition Instruction "destroy when
administrative value ends." If a municipality does not establish Internal policies and retention periods, the
municipality is not complying with the provisions of this retention schedule and Is not authorized by the I
Department of Cultural Resources to destroy the records with the disposition Instruction "destroy when i
administrative value ends."
The local government agency and the Department of Cultural Resources concur that the long-term and/or
permanent preservation of electronic records require additional commitment and active management by the
agency. The agency agrees to comply with all policies,standards,and best practices published by the Department
of Cultural Resources regarding the creation and management of electronic records.
It Is further agreed that these records may not be destroyed prior to the time periods stated; however, for
sufficient reason they may be retained for longer periods. This schedule Is to remain in effect from the date of
approval until it Is reviewed and updated.
APPROVAL RECOMMENDED �
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Tax Assessor/Collector Sarah E.Koonts,Director
Division of Archives and Records
APPROVED
Chairman, 9d,County Commissioners Susan W.Kluttz,Secretary
Department of Cultural Resources
County; Orange
April 17,2013
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Tax Administration
Records Retention Schedule Amendment
Amending the Tax Administration Records Retention and Disposition Schedule published April 17,2013.
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STANDARD S.PERSONNEL RECORDS
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Amending item 19 Employee Eligibility Records as shown on substitute page 36.
APPROVAL RECOMMENDED
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Tax Assessor/Collector Sarah E. Koonts, Director
Division of Archives and Records
APPROVED
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Chairman Susan W. Kluttz,Secretary
Board of County Commissioners Department of Cultural Resources
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November 7,2014 Dc
County
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PUBLIC LIBRARY
Records Retention and Disposition Schedule
The records retention and disposition schedule and retention governing the records series listed
herein are hereby approved. In accordance with the provision of Chapters 121 and 132 of the
GenenjlSlwizles of Norlb Carolina,it is agreed that the records do not and will not have further use or
value for official business, research, or reference purposes after the respective retention periods
specified herein and are authorized to be destroyed or otherwise disposed of by the agency or
official having custody of them without further reference to or approval of either party to this
agreement. However, records subject to audit or those legally required for ongoing official
proceedings must be retained until released from such audits or official proceedings,
notwithstanding the instructions of this schedule.
This local government agency and the Department of Cultural Resources agree that certain records
series have minimal administrative, reference, or historical value. When the custodian of anv official
public records certifies to the Department of Cultural Resources that such records have no further
use or value for official and administrative purposes and when the Department certifies that such
records appear to have no further use or value for research or reference, then such records may be
destroyed or otherwise disposed of by the agency having custody of them. This local government
agency agrees to establish and enforce internal policies that will specify how long those records must
be retained, and when they must be destroyed.
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It is further agreed that these records may not be destroyed prior to the time periods stated;
however, for sufficient reason they may be retained for longer periods. 'flits schedule is to remain in
effect from the date of approval until it is reviewed and updated.
APPROVAL RECOMMENDED
141
�ibrary Director David Brook,Director
Division of I listorical Resources
APPROVED
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Chairman,,�L- ` o , es an A. Carlisle.,Secretary
Department of Cultural Resources
Countv/Municipqfirv/Region: 0mraf—,
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October 12,2009
Public Libraries
Records Retention Schedule Amendment
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Amending the Public Libraries Records Retention and Disposition Schedule published October 12,2009.
STANDARD 5. PERSONNEL RECORDS
Amending item 19 Employee Eligibility Records as shown on substitute page 40.
APPROVAL RECOMMENDED
Library Director Sarah E.Koonts,Director
Division of Archives and Records
APPROVED
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Chairman, tib--Y pfffr-p9t"s Susan W. Kluttz, Secretary'
OD Department of Cultural Resources
November 7,2014 OmnQc,
County/Mocipality/Region
PUBLIC TRANSPORTATION SYSTEMS AND AUTHORITIES
RECORDS RETENTION AND DISPOSITION SCHEDULE
The records retention and disposition schedule and retention periods governing the records series
listed herein are hereby approved. In accordance with the provision of Chapter 121 and 132 of the
General Statutes of North Carolina,it is agreed that the records do not and will not have further use
or value for official business, research, or reference purposes after the respective retention periods
specified herein and are authorized to be destroyed or otherwise disposed of by the agency or
official having custody of them without further reference to or approval of either party to this
agreement. It is further agreed that these records may not be destroyed prior to the time periods
stated; however, for sufficient reason they may be retained for longer periods. This schedule is to
remain in effect from the date of approval until it is reviewed and updated.
APPROVAL RECOMMENDED
Agenc trector, David Brook,Director
Division of Historical Resources
APPROVED
Chairman,Agency Governing Board Usbeth C.Evans,Secretary
Department of Cultural Resources
April 1,2006 6 W&- W G
Transportation System/Authority Name
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Public Transportation Systems and Authorities i
Records Retention Schedule Amendment
Amending the Public Transportation Systems and Authorities Records Retention and Disposition
Schedule published April 1,2006. l
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STANDARD S.PERSONNEL RECORDS
Amending item 21 Employee Eligibility Records as shown on substitute page 40.
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APPROVAL RECOMMENDED
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Agency ctor,CEO Sarah E. Koonts,Director
Division of Archives and Records
APPROVED
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Chairman,Agency Governing Board Susan W.Kluttz,Secretary
Department of Cultural Resources
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November 7,2014
Transportation System/Authority Name
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