>>
Gary:
We apply the retention in place at the time of destruction.  The courts
are going to go by what is in place when the records are
destroyed/deleted.
Ginny Jones
<<

Thanks Ginny. Just so I understand: The boxes had a 6 year retention,
reached the end of the 6 years and went on a destruction-eligible list,
and were placed on hold. If by the time they are released from hold their
record series' retention period has been increased to 10 years, upon
release from hold you give them the 10 year retention. Correct?
</snip>

Not speaking for Ginny, but in this scenario I would calculate retention as
6 years + time on hold + whatever balance would equate to 10 years. So if
records created in 2007, put on hold in 2010, and it's now 2016, I would
destroy them next year, not add the additional 10. My rationale is that if
you add 10 years to the date the hold expired, you now have the prospect of
records created in 2007 with a 10-yr retention being retained until 2026.

Two additional thoughts:
1. Not sure it really matters as long as you document your approach and you
are consistent with it.
2. Not sure if ARMA's TR from last year on retention management addresses
this specific use case or the discussion in general; if it doesn't, might
be a good TR/guideline to put together: how do deal with retention in a
bunch of different cases such as M&A; divested records (for the new
spinoff); holds; changes to required retention, both longer and shorter;
etc.

-- 
Regards,

Jesse Wilkins, CIP, CRM, IGP
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blog: http://informata.blogspot.com
Twitter: http://www.twitter.com/jessewilkins

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