File #: 18-317    Version: 1 Name: Approve Retention Schedule and Destruction of Documents
Type: Action Item Status: Agenda Ready
File created: 4/16/2018 In control: BOARD OF SUPERVISORS
On agenda: 5/1/2018 Final action:
Title: Approve Retention Schedule and Destruction of Documents
Sponsors: Auditor-Controller/County Clerk
Attachments: 1. Auditor Retention _Revised 2018, 2. Clerk Retention_Revised 2018
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MEMORANDUM

 

TO:                                          Board of Supervisors

FROM:                     Cathy Saderlund, Auditor-Controller/County Clerk

BY:                                          Ashley La Velle, Deputy County Clerk                     

DATE:                                          May 1, 2018

SUBJECT:                     Approve Retention Schedule and Destruction of Documents

 

EXECUTIVE SUMMARY:

Government Code sections 26202 and 26205 provide that the board may authorize the destruction or disposition of any record, paper or document which is more than two years old.

The Accounting Standards and Procedures for Counties provided by the State Controller’s Office (SCO) includes appendix D for record retention.  The suggested retention period is provided by the County Accounting Standards and Procedures Committee and covers Auditor-Controller documents. The Local Government Records Management Guideline provided by the Secretary of State along with the Fair Political Practices Commission (FPPC) retention schedule, and relative California Code Sections outline suggested and/or mandated record retention for the County Clerk’s Office.

We respectfully request authorization of the attached retention schedules and authorization to destroy the outlined Auditor-Controller/County Clerk records on a cyclical basis per guidelines set forth by the State.

 

FISCAL IMPACT:                      _X None __Budgeted __Non-Budgeted

                                                               Estimated  Cost:

                                                               Amount Budgeted:

                                                               Additional Requested:

                                                               Annual Cost (if planned for future years):

 

FISCAL IMPACT (Narrative): none

 

STAFFING IMPACT (if applicable): none

 

Recommended Action

RECOMMENDED ACTION: Approve Retention Schedule and Destruction of Documents