Exhibit_II_-_County_of_Orange_Records_Retention_Schedule.pdf

County of Orange

County Policy

Policy No. 0300-9

Subject: County Records Management Policy

Authority: Board of Supervisors

Policy Owner: County Executive Office

Approval Date: 9/26/2017

Last Revision Date: 05/26/2021, 9/10/2019

Version No.: 3.0

A. Purpose

The County of Orange is committed to effective and efficient records management in compliance with state and federal laws. This policy is designed to provide records management guidance and identify departmental duties. This policy also gives direction on the retention and disposition of County records.

B. Definitions

Term Definition

Computer Networks and Applications

Network - a set of computers connected together for the purpose of sharing resources; networks are defined by directories (e.g. share drive)

Application - is a computer program designed to perform a group of coordinated functions, tasks, or activities for the benefit of the user.

Applications support staff in the process of performing business functions (e.g. Line of Business, Productivity e.g. CAPS, ERMI, OnBase)

Custodians Anyone who prepares, owns, uses, or retains public records on behalf of the County. Custodians include County employees and elected officials, and also non-employee personnel performing services for the County such as volunteers, advisory committee members, and interns.

Custodians refer to all County employees including, but not limited to, the County’s designated Custodians of Record.

Departmental Records

Records maintained by departments respective to their departmental records retention schedule. Specific laws unique to a department may govern the retention of these records.

Exhibit II - County of Orange Records Retention Schedule https://en.wikipedia.org/wiki/Computer_program

Policy No. 0300-9

Term Definition

Email Electronic documents sent or received by email software (i.e. Outlook and local personal storage files-PST) and stored on an email server.

This definition applies to the contents of the communication, the transactional information, any attachments associated with such communication, and any related metadata. Emails include typed messages and any other documents sent or received via email software.

Email Server A computer system which stores, sends and receives email by using standard e-mail protocols. It includes a mail server software for the creation and management of email accounts.

Historical Value The enduring research value of records that reflect significant or unique aspects of the County’s history.

Legal Hold The suspension of routine destruction of records and any other documents, regardless of format, when it pertains to anticipated legal action or actual legal action.

Orange County Records Center

A facility that is managed by OC Public Works and provides a storage location for departments to store their paper records as needed.

Records Management

The application of procedures and policies designated to ensure that records are maintained, utilized, and ultimately disposed of in an efficient manner and in accordance with administrative needs and legal requirements. Records management encompasses the retention, preservation, and disposition of records.

Records Retention Schedule

A list of records produced or maintained by a department and the actions taken with regard to those records. A retention schedule is a department’s authority to receive, create, retain, and dispose of records.

It assists the department by documenting which records require office or temporary storage, which records have historic or research value, and which records should be destroyed because they no longer have any administrative, fiscal, or legal value. In the event of litigation, courts accept a retention schedule as establishing a department’s “normal course of doing business.”

Standard Administrative Record

A record commonly maintained by all County departments and is not separately governed by laws that are specifically applicable to that department’s unique documents.

Policy No. 0300-9

C. Applicability

This policy applies to County records subject to retention. If a record is subject to a specific state or federal law or regulation that conflicts with this policy, then the provisions of those laws or regulations shall prevail.

D. County Records Descriptions

County records subject to retention may be either standard administrative records or departmental records. Standard administrative records are records commonly maintained by all County departments and that are not separately governed by laws that are specifically applicable to that department’s unique documents. Departmental records are records unique to a County department and governed by specifically applicable laws. Standard administrative records are governed by Retention Schedule 16D and departmental records are governed by department-specific retention schedules.

Records subject to retention may include communications held on private devices and accounts and must be retained in accordance with this policy.

E. Authority

On March 13, 1973, the Orange County Board of Supervisors (Board) adopted Resolution No. 73-269 that directed the County Administrative Office to conduct a records management program study. As a result of this study, the County inaugurated a Records Management Program in 1975 to ensure maximum economy and control in the utilization, storage, protection, and disposition of County records. The Records Management Program established records control schedules (also known as records retention schedules) and records management training for departments. In 1978, the Records Management Program also established the Orange County Records Center.

Board Resolution 83-607 created the Orange County Archives to collect and preserve materials documenting the history of Orange County, and to make this material available to researchers, academics, students and the general public. On July 17, 2007, the Board adopted the County Archives Policy as part of the County Records Management Program.

If there is a legal hold or PRA request, then no County record may be destroyed until the legal hold is terminated and/or the PRA request is completed. Consult with

County Counsel before destroying these records.

Policy No. 0300-9

This Policy supersedes the County Archives Policy and County Records Management Program dated July 17, 2007, the Electronic Records Management Policy dated December 21, 2009, Email Management Guidelines dated December 21, 2009, and any other records retention related documents, to the extent that this policy conflicts with Board approved departmental schedules or departmental policies.

On May 24, 1977, the Board passed Resolution No.77-847 establishing a Records Retention Schedule for Standard Administrative Records (County Records Retention Schedule 16A), which was revised on September 14, 1999 (County Records Retention Schedule 16B), and on September 26, 2017 (County Records Retention Schedule 16C).

This Policy includes the County Standard Administrative Records Retention Schedule 16D which supersedes County Records Retention Schedule 16C.

F. Records Retention and Disposition

1. Retention

Each department shall retain County records in compliance with the legal requirement to store records so as to preserve details without permitting additions, deletions, or changes to the original document or creating another duplicate of the record. Each department shall retain these records to preserve the integrity and accessibility of the records to protect the legal and financial rights and interests of the County and of persons affected by the County’s activities. Records prepared or received other than pursuant to state statute or county charter, or records that are not expressly required by law or County policy to be filed and preserved may be destroyed.

Storage requirements and types of records vary by department, and, therefore, each department should determine the appropriate method to maintain and store records subject to retention. Storage locations may include both on-site locations (e.g. office filing cabinets, computer networks and/or applications, see definition section below) and off-site locations (e.g. Orange County Records Center, Orange County Archives).

Records may not be stored on a private device or account.

The Orange County Records Center stores paper records and provides record retrieval services as required and authorized by each department. The Orange County Records Center also monitors records retention periods and notifies departments when record retention periods end and the relevant records are ready for disposition. Each department must arrange for the pickup and shredding of these records. All departments should access the following website for additional information and procedures: https://recordcenter.ocpublicworks.com/ https://recordcenter.ocpublicworks.com/

Policy No. 0300-9

2. Disposition

Once a record’s retention period ends, it may be destroyed, unless otherwise subject to a pending PRA request or legal hold. Departments should make every effort to dispose of records in a timely fashion once the applicable records retention period expires.

Adherence to this policy will ensure that the public and the courts have access to the appropriate universe of documents and County resources on storage and records management are appropriately controlled. Records destruction should be done in the most cost-efficient manner taking into consideration the County’s administrative, fiscal, and legal obligations.

3. Preservation

A department may preserve any record for longer than the record’s scheduled retention period. Department heads and their designees may permit records to be preserved based on the department’s needs. Each department should determine the historical value of a record once its retention period ends and notify the Orange County Archives of that assessment. Additionally, the County Archivist should be consulted to preserve records of historical significance prior to ultimate disposition. (See Board Resolution 83-607.)

G. Specific Responsibilities

1. Records management is the responsibility of all County employees and elected officials, and also non-employee personnel performing services for the County such as volunteers, advisory committee members, and interns (Custodians). (Custodians refer to all County employees including, but not limited to, the County’s designated Custodians of Record.)

2. When possible, Custodians leaving County employment shall identify records subject to retention before the last day of employment with the County. These records must be retained by the department for the applicable retention period.

3. The County Executive Office (CEO) administers this policy, maintains Retention Schedule 16D, and approves departmental records retention schedules through the Agenda Staff Report Process. Additionally, CEO will provide training on this policy in conjunction with County Counsel and other departments, as needed.

4. Prior to CEO review, County Counsel reviews and approves records retention schedules with “No Legal Objection” to ensure compliance with government statutes and regulations.

Policy No. 0300-9

5. The OC Public Works department manages the Orange County Records Center and assists with the development of departmental records retention schedules, as needed.

6. The Clerk-Recorder manages the Orange County Archives, which collects and preserves County records with historical value from the County and other government entities, businesses, organizations, and individuals.

7. Custodians of Records (CORs):

a. CORs are responsible to complete periodic reviews and updates to records retention schedules to reflect changes to the department, programs or requirements.

b. Proposed changes/updates to the department retention schedules shall receive County Counsel review for compliance with government statutes and regulations.

c. Departments shall seek CEO review and approval of the changes/updates to the record retention schedule after completing the County Counsel review.

d. Departments will obtain Board of Supervisors approval for their records retention schedules through the Agenda Staff Report process for Board consideration.

e. Departments shall use the Records Retention Schedule Template (Attachment B) as a template for their departmental records retention schedules and the Agenda Staff Report Template (Attachment C).

H. Emails

All emails on a department’s email servers shall be retained on the department’s server for two years after the email was sent/received. All emails shall then be deleted from the department’s email servers two years and one day after the email was sent/received, unless otherwise saved to a designed retention folder. All other emails subject to retention periods longer than two years, shall be retained in on-site locations (e.g.

computer networks and/or applications).

Emails that are considered standard administrative records or departmental records, as determined by the content of the email, shall be retained according to the prescribed timelines in the applicable records retention schedule.

Policy No. 0300-9

I. References

# Title

1 Legal Hold Policy

2 Board Resolution 83-607 – County Archives

3 Board Resolution 77-847 – Records Schedule 16A

J. Attachments

Title

Attachment A – County Standard Administrative Records Retention Schedule 16D

Attachment B – Records Retention Schedule Template

Attachment C – Agenda Staff Report Template

NOTE: Records, in any format, that are the subject of a legal hold or California Public Records Act request must be retained until the claim, litigation, or PRA request is resolved.

COUNTY STANDARD ADMINISTRATIVE RECORDS RETENTION SCHEDULE

DEPARTMENT DIVISION SECTION UNIT

EFFECTIVE DATE:

5/24/1977

REVISION DATES:

9/14/1999, 9/26/2017, 9/10/2019

SCHEDULE NO.

16D

Countywide All All All

Item

No.

TITLE AND DESCRIPTION OF RECORDS RETENTION DISPOSITION APPLICABLE LAW LOCATION REMARKS

1 ACCOUNTING RECORDS (SUPPORTING DOCUMENTATION ONLY)

Supporting documentation for Journal Vouchers, Petty Cash Records, Invoices

Paid, Requests for Checks and Vouchers, Notice of Checks Returned and Expense

Account Records.

Retain current FY + 5 years and until after all scheduled audits.

Destroy after 5 years and after all scheduled audits.

Gov. Code § 26907 Computer networks and applications, office filing cabinets

2 APPOINTMENT CALENDARS Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets, email software

3 AUTHORIZED SIGNATURE LIST FILE

Signatures of employees authorized to sign purchasing, payroll, personnel, and other forms.

Retain until updated or 5 years, whichever is longer.

May destroy after updated. Gov. Code § 26202 Computer networks and applications, office filing cabinets

4 CASH REGISTER TAPES, RECEIPT BOOKS AND CANCELLED CHECKS

Records pertaining to monies received for various departmental services.

Retain current FY + 5 years and until after all scheduled audits.

May destroy after 5 years and after all scheduled audits.

Gov. Code § 26202 Computer networks and applications, office filing cabinets, Records Center

5 CONTRACTS AND AGREEMENTS RECORDS

Records documenting purchase, rental, lease, maintenance, service, and construction agreements with vendors. Includes bids, proposals, change notices, contracts, and other supporting documents.

Retain until end of FY of final action or expiration of contract + 4 years.

May destroy documents after

4 years. However, documents stored electronically in

ERMI/CAPS+ and Bidsync are kept permanently.

Code of Civil Procedure

§ 337

Computer networks and applications, office filing cabinets

6 DATA INPUT DOCUMENTS

Records used only as data input sources for a computer system.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Gov. Code § 26202 Computer networks and applications, office filing cabinets

7 DEPOSIT ORDERS AND DEPOSIT RECEIPTS (SUPPORTING

DOCUMENTATION ONLY)

Supporting documentation and related records.

Retain current FY + 5 years and until after all scheduled audits.

Destroy after 5 years and after all scheduled audits.

Gov. Code § 26907.2 Computer networks and applications, office filing cabinets

8 FISCAL RECORDS

Documentation collected for budget preparation.

Retain current FY + 2 years. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets

9 FIXED ASSET RECORDS (SUPPORTING DOCUMENTATION ONLY)

Supporting documentation relating to inventory of all departmental fixed assets, control of fixed assets within the department, fixed asset documents, disposition orders and related records.

Retain until final disposition of fixed asset + 5 years.

Destroy 5 years after final disposition of fixed asset.

Gov. Code § 24051 Computer networks and applications, office filing cabinets

NOTE: Records, in any format, that are the subject of a legal hold or California Public Records Act request must be retained until the claim, litigation, or PRA request is resolved.

DEPARTMENT DIVISION SECTION UNIT

EFFECTIVE DATE:

5/24/1977

REVISION DATES:

9/14/1999, 9/26/2017, 9/10/2019

SCHEDULE NO.

16D

Countywide All All All

Item TITLE AND DESCRIPTION OF RECORDS RETENTION DISPOSITION APPLICABLE LAW LOCATION REMARKS

No.

10 INTELLECTUAL PROPERTY

Includes records relating to the County’s intellectual property (e.g. copyright, trademarks, and patents) rights such as contracts, amendments, change orders, license agreements and amendments thereto, assignment agreements, applications and registrations, supporting documents, and other documents evidencing the development, ownership, and/or transfer of such rights by the

County and/or to the County.

Life of the intellectual property right + 7 years and until County

Counsel and applicable department head approve the destruction of the records in writing.

May destroy after life of the intellectual property right + 7 years and until County

Counsel and applicable department head approve the destruction of the records in writing.

Copyright Act of 1976

[17 U.S.C. §§ 101-

810 and related statutes];

the Lanham (Trademark)

Act [15

U.S.C. Ch. 22 and related statutes]; and the

U.S. Patent Act [35

U.S.C. §§ 1 et seq. and related statutes].

Computer networks and applications, office filing cabinets

11 MEMBERSHIP RECORDS

Includes invoices, authorizations, and payment method.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets, Records Center

12 MILEAGE CLAIMS

Records of employee mileage claims requesting reimbursement. Includes claim forms and supporting documentation.

Retain for 5 years. Scanned into ERMI. Paper copies are destroyed upon scanning into ERMI. Images kept in ERMI for 5 years.

May destroy after 5 years, providing audits are complete.

Gov. Code § 26907 Computer networks and applications, office filing cabinets, Records Center

13 POLICIES AND PROCEDURES, REGULATIONS AND RULES

Officially-adopted policies, procedures or public rules affecting the entire County.

Internal procedures and instructions. Guidance on any routine internal procedures or protocols required for day-to-day business operations.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Gov. Code § 26202 Computer networks and applications, office filing cabinets

Departments may want to consider preserving these records as reference materials.

14 POSTAGE RECORDS

Records of postage added to postage meter, postage refunds, and postage usage.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets

15 PROCUREMENT RECORDS

Various documents relating to the acquisition of office supplies, forms, equipment, and services from vendors. Includes purchase orders, invoices, correspondence, and supporting data. [Note: Requisitions are described below]

Retain current FY + 4 years. May destroy documents after

4 years. However, documents stored in ERMI/CAPS+ are kept permanently.

Code of Civil Procedure

§ 337

Computer networks and applications, office filing cabinets

NOTE: Records, in any format, that are the subject of a legal hold or California Public Records Act request must be retained until the claim, litigation, or PRA request is resolved.

EFFECTIVE DATE:

5/24/1977

REVISION DATES:

9/14/1999, 9/26/2017, 9/10/2019

SCHEDULE NO.

16D

Countywide All All All

Item TITLE AND DESCRIPTION OF RECORDS RETENTION DISPOSITION APPLICABLE LAW LOCATION REMARKS

No.

16 PROCUREMENT REQUISITIONS

Requisitions for supplies, equipment, printing services, and other material and services.

Retain current FY + 3 years. May destroy documents after

3 years. However, documents stored in OC Expediter are kept permanently.

Gov. Code § 25501.5 Computer networks and applications, office filing cabinets

17 PUBLIC RECORDS ACT REQUESTS

Requests, responses and responsive records.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications

Note that the retention period for the original/non redacted responsive records could expire, but the responsive records should be kept for 2 years.

18 RECORD DESTRUCTION DOCUMENTATION

Records documenting the routine, periodic destruction of departmental records.

Includes authorizations to destroy records and other supporting information.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets

19 RECORDINGS OF PHONE AND RADIO COMMUNICATIONS Retain for 100 days or until pending investigation is over.

May destroy after 100 days or until pending investigation is over.

Gov. Code § 26202.6 Computer networks and applications

20 RESEARCH

Includes questionnaires, surveys, and similar records used to gather data for reports and studies.

Retain until administrative value ends.

May destroy after revised and after administrative value ends.

Gov. Code § 26205.1, 64 Cal. Op.

Att'y Gen. 317 (1981)

Computer networks and applications, office filing cabinets

21 ROUTINE VIDEO MONITORING Retain 1 year or until pending investigation is over.

May destroy after 1 year or until pending investigation is over.

Gov. Code § 26202.6 Computer networks and applications

22 TELEPHONE BILLS

Copies of paid bills.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets

23 TRAVEL REQUESTS

Includes all supporting documentation.

Retain for 5 years. May destroy after 5 years, providing audits are complete.

Gov. Code § 26907 Computer networks and applications, office filing cabinets, Records Center

NOTE: Records, in any format, that are the subject of a legal hold or California Public Records Act request must be retained until the claim, litigation, or PRA request is resolved.

DEPARTMENT DIVISION SECTION UNIT

EFFECTIVE DATE:

5/24/1977

REVISION DATES:

9/14/1999, 9/26/2017, 9/10/2019

SCHEDULE NO.

16D

Countywide All All All

Item TITLE AND DESCRIPTION OF RECORDS RETENTION DISPOSITION APPLICABLE LAW LOCATION REMARKS

No.

24 TRAINING RECORDS

Curriculum and materials developed.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Retain until revised and administrative value ends or 2 years, whichever is longer.

Gov. Code § 26202 Computer networks and applications, office filing cabinets

25 TUITION REIMBURSEMENTS

Includes all supporting documentation.

Retain for 5 years. May destroy after 5 years, providing audits are complete.

Gov. Code § 26907 Computer networks and applications, office filing cabinets, Records Center

26 VOLUNTEER/INTERN FILES

May include, but are not limited to, application/registration/placement documents, background screening verification, monitoring/reporting/training/service records.

Retain records for duration of

Volunteer/Intern placement + minimum of 2 years.

May destroy records 2 years after Volunteer/Intern placement has ended.

Gov. Code § 26202 Computer networks and applications, office filing cabinets

27 WORK REQUESTS (SUPPORTING DOCUMENTATION ONLY)

Supporting documentation relating to requests for alterations, repairs, improvements, and construction.

Retain 2 years minimum. May destroy after 2 years. Gov. Code § 26202 Computer networks and applications, office filing cabinets

NOTE:

1. Records prepared or received other than pursuant to state statute or county charter, or records that are not expressly required by law or County policy to be filed and preserved may be destroyed.

2. The County Archivist should be consulted to preserve records of historical value prior to their ultimate disposition. Records subject to a legal hold or Public Records Act request must be retained.

3. Departments should not store duplicate copies at the Records Center, although Departments may have duplicate copies of the following records in which the County official record is kept by a single department pursuant to its Departmental Records Retention Schedule, including but not limited to:

Auditor-Controller: Labor Distribution Reports, Bi-Weekly Timesheets, Payroll Registers, Fixed Asset Inventory, Requests for Checks and Vouchers, Invoices Paid, Deposit Orders and Receipts, Journal Vouchers, Petty Cash, Cancelled Checks, Notice of Checks Returned, Expense Account.

Clerk of the Board: Audit Reports Issued by Internal Audit and Office of Performance Audit, Board of Supervisors Minutes and Agendas. County Counsel: County Counsel Opinions.

County Executive Office - Human Resource Services: Employee Personnel, Personnel Recruitment, Employee Review Notification Report, Master

Position Control Report. County Executive Office - Information Technology: Telephone Services.

County Executive Office - Risk Management: Injury and Illness Prevention Program, Workers'

Compensation Claim Files.

OR

RECORDS CONTROL SCHEDULE

Department I Division / Section

�l.iroti-.'+- DISTRICT ATTORNEY - ALL

ITEM

NO.

TITLE AND DESCRIPTION OF RECORDS

MISDEMEANORS

All files related to sexual assault, threatened sexual assault, family protection cases involving child abuse.

MISDEMEANORS

Any files not pertaining to the above description.

FAMILY SUPPORT/ CHILD SUPPORT CASES

All records and files pertaining to Family Support Division / Department of Child Support Services cases.

JUVENILE COURT CASES

Records and files pertaining to Juvenile Court cases except those relating to item numbers 6,7,8,9 of this schedule.

RECORDS AND FILES SUCH AS INVESTIGATIVE

REPORTS AND INVESTIGATIVE DATA WHICH DO

NOT NECESSARILY INVOLVE A MISDEMEANOR

OR FELONY AND WHICH DO NOT INVOLVE A

PENDING CASE.

Original Aooroval Revision Dates Schedule No.

1--4�,2�8�,1-9�7�8

;:;.:_---+-_;_;:_�7n=-,1 -9�81.,.,-------1 47E

Resolution 78-628 9/10/1985

OFFICE

Retain Permanently

Retain 3 years after date of filing.

Upon closing case, return to Child Support Services.

Retain at least 2 years after date of filing.

Retain at least 2 years

6/18/1996 6/20/2008

RETENTION

RECORDS

CENTER

DISPOSITION REMARKS

Permanent

Destroy 3 years after Asst. DA (Head of date of filing. Court) to review before destruction.

Child Support Services to determine disposition

Destroy 2 years after date of filing.

Destroy 2 years after Chief of Bureau of date of filing. Investigation to review before destruction.

6 FELONIES: NON-HOMICIDES, NON-SELECTED Retain Permanently 0 Permanent Upon closing case, DOA to designate on the front of the file as "tagged" for perm. retention.

(NON-TAGGED) CASES - Cases not included in item

7. All felony files involving violence, serious bodily injury or death, sexual assault, family violence or threatened family violence, gang cases, and cases resulting in a life sentence.

ITEM

NO.

RECORDS CONTROL SCHEDULE

Department / Division / Section

DISTRICT ATTORNEY · ALL

TITLE AND DESCRIPTION OF RECORDS

FELONIES: NON-HOMICIDES, NON-SELECTED

(NON-TAGGED) CASES - Cases not included in item 6

FELONIES: HOMICIDE CASES

CIVIL FRAUD: NONSELECTED (NON-TAGGED

CASES)

CASES NOT FALLING INTO ABOVE CATEGORIES

OF PUBLIC INTEREST OR SIGNIFICANCE

Organized crime, significant environmental, official misconduct, large narcotics, trafficking cases, major frauds, etc.

Original Aooroval Revision Dates Schedule No.

1--4�n- 8�,1�9�7�8

71=7-,1�9-81,-,---------1 47E

Resolution 78-628 9/10/1985

OFFICE

Retain at least 5 years after date of filing.

Retain Permanently

Retain 10 Years after complaint filed.

Asst. DA overseeing unit where case was filed to review prior to destruction.

6/18/1996 6/20/2008

RETENTION

RECORDS

CENTER

DISPOSITION REMARKS

Destroy 5 years after Felony Panel Asst.

date of filing. DA to review before destruction.

Permanent

Destroy 1 0 years after date of filing.

Sr. Asst. DA overseeing area in which case filed to confirm if file to be destroyed or retained

Asst. DA overseeing area in which case filed to confirm if file is to be destroyed or retained.

NOTE: Records, in any format, that are the subject of a legal hold or California Public Records Act request must be retained until the claim, litigation, or PRA request is resolved.

DEPARTMENTAL RECORDS RETENTION SCHEDULE Attachment B

EFFECTIVE DATE: REVISION DATES: SCHEDULE NO.

Item

No.

TITLE AND DESCRIPTION OF RECORDS RETENTION DISPOSITION APPLICABLE LAW LOCATION REMARKS