Last edited by Goltile
Tuesday, May 12, 2020 | History

2 edition of Records retention directory found in the catalog.

Records retention directory

Fred E. Guymon

Records retention directory

by Fred E. Guymon

  • 211 Want to read
  • 16 Currently reading

Published by Eastwood Pub. Co. in Orem, Utah (130 S. Eastwood Dr., Orem 84058) .
Written in English

    Subjects:
  • Records -- Management.,
  • Files (Records) -- Management.,
  • Records retention.

  • Edition Notes

    Bibliography: p. vi.

    StatementFred E. Guymon.
    Classifications
    LC ClassificationsHF5736 .G85 1984
    The Physical Object
    Pagination461 p. in various pagings ;
    Number of Pages461
    ID Numbers
    Open LibraryOL2926723M
    LC Control Number84161452

    Books shelved as records-management: Records Management by Judith Read-Smith, Managing The Crowd: Rethinking Records Management For The Web World by. DRAFT –Record Retention Policy Introduction St. John’s University Records Retention and Disposition schedule indicates the minimum length of time that local officials must retain their records before they may be disposed of legally. It has been prepared by the Office of Records Management and the Office of General Counsel.

    Records Management Procedure ‐PR1 Directory of Records Classification 10 2 of 18 Procedure Procedure standardized through its management‐approved office responsible, and retention schedule. Its availability is furthered by an automated indexing and retrieval method, the Directory of Records. Record-Retention Requirements. The following is a quick re­view of record-retention requirements in a few key compliance areas: Drug and Alcohol Testing. Remember all DOT drug and alcohol test (DAT) records must be main­tained in a secure location with controlled access.

    If you would like to see if State Archives has information on the person or topic you are researching, start by using Archives search.. Archives Search. If you need assistance deciding what you'd like sent to you or whether we have the materials you're looking for, call our research desk at between 10 a.m. and 4 p.m. mountain time.. If you know what records you would like sent to. Harris County Records Management "Helping Harris County Agencies Serve You" To paraphrase Alfred J. Lotka, the Home page is placed first, written last, and is the least significant part of a website.


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Records retention directory by Fred E. Guymon Download PDF EPUB FB2

In general, books and records are the books, accounts, records, memoranda, correspondence and other documentation or information that firms have to make and preserve in accordance with the federal securities laws, MSRB rules, FINRA rules and.

Record Retention: Three years, the first two years in an easily accessible place. Contact Person Records Ensure that there is a record for each office listing all individuals by name or title at that office who, without delay, can explain the types of records maintained at that office and the information therein.

Source: Rule 17a-3(a)(21). The Administrator is also authorized to: make modifications to the Record Retention Schedule from time to time to ensure that it is in compliance with local, state and federal laws and includes the appropriate document and record categories for {Insert Name of Organization}; monitor local, state and federal laws affecting record retention; annually review the record retention and disposal program; and monitor.

Attached as Appendix A is a Record Retention Schedule that is approved as the initial maintenance, retention and disposal schedule for physical records of {Insert Name of Organization} and the retention and disposal of electronicFile Size: 63KB. The Church Treasurers Alert. Newsletter, and the Business Record Retention Schedule from Yeo & Yeo, P.C., CPAs.

If there was a difference between sources of how long a particular record should be retained the longer period was used in this list.

The list is a suggestion and in no way, shape or form meant to be legal Size: 45KB. Records Retention Guide Records Retention Introduction: The following retention periods shown are not offered as final authority, but as guideposts against which to check your company needs.

Statutes of limitations for your State, as well as regulations of government agencies pertaining to your business must be considered. Because state retentionFile Size: 77KB.

Records retention schedules are central to proper records management. Retention schedules are inventories, or lists, of all types of records that agencies create, use or maintain, together with information indicating how long a record should be kept to meet legal requirements and business needs and what should happen to it when the record is no longer required to be kept on file.

RECORDS RETENTION GUIDELINES We are often asked about how long specific records should be kept. Discarding records that should be kept poses a wide range of potential tax and legal problems.

Keeping reports too long wastes precious space and resources. But. Get tips on record retention -- Learn the period of limitation on income tax returns, connecting records with property and keeping records for nontax purposes.

The length of time you should keep a document depends on the action, expense, or event which the document records. Retention of records for an “indefinite” period In certain instances, legislation requires that records be kept for an “indefinite” period.

The term “indefinite” is not defined in the legislation, but clearly requires that documents be retained for as long as the relevant entity Size: KB. Records of Selling a House (Documentation for Capital Gains Tax) Records of Selling a Stock (Documentation for Capital Gains Tax) Receipts, Cancelled Checks and other Documents that Support Income or a Deduction on your Tax Return (Keep 3 years from the date the return was filed or 2 years from the date the tax was paid -- which ever is later).

Record Keeping for a Small Business Participant Guide Money Smart for a Small Business Curriculum Page 6 of 18 Keep Good Records The term “record keeping” refers to the orderly and disciplined practice of storing business records.

Record keeping is one of your most important responsibilities as a small business owner. Legislative Retention Schedules. The following Retention Schedules are the responsibility of the Legislature and are provided here as a courtesy to our customers. Retention schedules for legislative bodies are created by their respective bodies although the State Archives works closely with the Legislature on these schedules.

General Records Retention Schedule (GRRS) G Record Code Record itle Record escription Retention eriod Authority Citations G Records Inventory Final lists of records found during the inventory process for the purpose of records retention. When superseded by new version.

Note: disposition of old version must wait if the record has notFile Size: 2MB. A Records Retention Schedule supports an organization’s effort to manage intellectual property, control the costs of information storage, locate and retrieve docu- ments for legal discovery, and dispose of records at the end of their business life.

If you are unable to find the retention of a specific record you may contact the records management section of the Georgia Archives by emailing [email protected] If the record has not been scheduled for retention, Records Management staff will work with you to have a retention period approved by the State Records Committee.

Public Library Directory; Job List; Records Retention Schedules; Kentucky Talking Book Library; Order Records; For questions about Local Government Records, contact Nicole Bryan, ()or @ Connect with KDLA Kentucky Department for. 1, The Guide of Record Retention Requirements in the Code of Federal Regulations, as well as by reviewing and analyzing numerous record retention schedules.

Before finalizing an entity’s record retention procedures, it is recommended that the IRS regulations, state and local government retention requirements and the AICPA’s Filing andFile Size: KB. The General Records Retention and Disposition Schedule is a tool for employees of The University of North Carolina at Chapel Hill and the University of North Carolina System Office to use when managing the records of the University.

It lists records found in the administrative, academic, and health affairs units of the University and provides. The Public Records Administration works with agencies to develop records retention and disposition schedules, enabling timely disposal or retention as permanent records of the state.

Municipal records retention and disposition schedules are developed by the Local Government Records program in consultation with municipal agencies. CHAPTER 9 RECORDS MANAGEMENT (Revised Ap ) WHAT IS THE PURPOSE OF RECORDS MANAGEMENT?

1. To implement a cost-effective Department-wide program that provides for adequate and proper documentation of Department of Energy activities, proper records disposition, and promotes economy and efficiency in the program.

Size: KB.It includes information on records management as an aspect of everyday utility, how to handle electronic records, record keeping and filing practices and information on record retention and disposition. The generic parish record retention schedule and commonly used forms can be found in the back of the manual.

Records Management Forms and Documents.The State Records Management Act (Government Code Sections ) directs California's Secretary of State to establish and administer a records management program that applies efficient and economical management methods to the creation, utilization, maintenance, retention, preservation, and disposal of State Records Management and Appraisal (RMA) unit within the California.