The SBDC has to comply to SBA rules and regulations in all of it's
processes.
Trudy M. Phillips
File Management, LLC
"Bringing Order Out of Chaos"
8440 Lanewood Circle
Leeds, AL 35094
Office: 205/699-8571 Fax: 205/699-3278
_www.filemanagement.com_ (http://www.filemanagement.com/)
In a message dated 6/25/2008 10:33:35 A.M. Central Daylight Time,
[log in to unmask] writes:
I sit on the board of an incubator. Our retention policy is to keep these
type of files for 10 years. In practice, we have never seen a case where we
have went back more than 3 years, and that is only with current clients. Not
sure if that helps, but you may want to get in contact with the National
Business Incubator Association for more direction.
Andy von Busse
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Steman, Thomas D.
Sent: Wednesday, June 25, 2008 9:21 AM
To: [log in to unmask]
Subject: [RM] Small Business Development Center records
Hi all,
I have a question about the records of a Small Business Development Center
that we have here in St. Cloud and is affiliated with St. Cloud State
University through the School of Business.
The center about their client files. They have files for clients that they
help. In the files are reports of consultation (which lives on database
after 2002) and financial data provided by the client. From what I
understand, the practice here has been to open a file for each year for the
client. So, if a client is helped each year, there will be separate file.
If the business doesn't come back, then there is obviously only one file for
them, but they'd like to keep files just in case the business does return.
My searching and asking hasn't helped, so I'm turning to you all.
Any help or nudges in the right direction would be great.
Thanks,
Tom
***************
Tom Steman
University Archivist / Associate Professor
St. Cloud State University
314C Miller Center
720 Fourth Avenue South
St. Cloud, MN 56301-4498
(320) 308-4753
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http://lrts.stcloudstate.edu/library/special/
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