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Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of North Carolina September 27, 2013

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Page 1: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Managing Changes; Managing Risk

The 2013 County Tax Administration Records Retention and Disposition

SchedulePresented by Tom Vincent

State Archives of North Carolina

September 27, 2013

Page 2: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Overview

• Public Records Law• Using the Retention and Disposition

Schedule•What’s New• Assigning Administrative Value

Page 3: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

PUBLIC RECORDS LAW

NCGS 121Archives & History Act

NCGS 132Public Records Law

Page 4: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Public Records Law

Page 5: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

How does DCR give consent?

Page 6: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

USING THE RETENTION SCHEDULE

Page 7: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

www.ncdcr.gov/archiveswww.ncdcr.gov/archives

http://www.ncdcr.gov/archives/ForGovernment/RetentionSchedules/LocalSchedules.aspx

http://www.ncdcr.gov/archives/ForGovernment/RetentionSchedules/LocalSchedules.aspx

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How the schedule works

Page 9: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of
Page 10: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

THE 2012 SCHEDULE

What’s new?

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What’s new?

Page 12: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

What’s new?

Page 13: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

What’s new?

Page 14: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

What’s new?

Page 15: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

What’s new?

Page 16: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

What’s new?

Page 17: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

ASSIGNING ADMINISTRATIVE VALUE

Fiscal• Budget• Expenditure

Ledgers• Credit Card Reports• Payroll

Legal• Contracts• Agreements• Marriage Licenses• Property Records

Historical• Oaths of Office• Directors’

Correspondence• Meeting Minutes• Agency Histories

Administrative• Procedure Manuals• Retention

Schedules• Memos• Reports

Page 18: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative ValueWho?

When?

Page 19: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative ValueWhy?

Page 20: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative Value

Page 21: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative Value

Page 22: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative ValueMore Tips

Page 23: Managing Changes; Managing Risk The 2013 County Tax Administration Records Retention and Disposition Schedule Presented by Tom Vincent State Archives of

Assigning Administrative ValueDon’t Panic!

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Records Management AnalystsRaleigh Office

Asheville Office

Tom Vincent ([email protected])(919) 807-7364

Kurt Brenneman ([email protected])(919) 807-7357

Jeremy Gibson ([email protected])(919) 807-7368

Emily Hanna ([email protected])(919) 807-7360

Mark Holland ([email protected])(919) 807-7358

Jason Woolf ([email protected])(828) 296-7230 x224

www.ncdcr.gov/archiveswww.ncdcr.gov/archives

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Our Blog

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QUESTIONS?