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Sender:
Records Management Program <[log in to unmask]>
Subject:
Change in Fiscal Year
From:
Megan Cox <[log in to unmask]>
Date:
Mon, 26 Nov 2007 10:47:41 -0500
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Records Management Program <[log in to unmask]>
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Good morning, all.
 
I am hoping someone here has dealt with this before and is willing to
share some advice.
 
We are planning to change our fiscal year to match the calendar year.
This will be an adjustment of six months, so we will have one six month
transition period between the end of our old FY and the beginning of the
new. My question is this: how do I schedule the records created in this
period whose retention is "end of FY+7", etc.? I'm inclined to end their
FY on December 31 and go from there. Is this the right decision to make?

 
Also, are there anything other potential RIM problems of which we should
be aware? 
 
Thanks for your help!
 
M. Cox
Records Manager
New York, NY

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