Chuck,
Under the scenarios you outline, I'd get with the stakeholders and
decide if the retention schedule for our organization needs to be
changed or not. Because, as all good records managers know, there are
three other values, in addition to Legal Value, that we consider when
scheduling records. The law has changed, and so your minimal legal
requirement, but what about fiscal value, administrative value, and
historical value?
Gary Link, CRM
Astorino
Pittsburgh, PA
-----Original Message-----
From: Piotrowski, Charles [mailto:[log in to unmask]]
Sent: Tuesday, August 12, 2008 10:46 AM
To: [log in to unmask]
Subject: [RM] Are new retention periods retroactive?
Sorry, if this is a repeat, but I can't seem to find it in the
archives....
I have 2 questions that I can best put forward as two examples with
questions:
Example 1: "The Law"
The law was changed for record X in 2008. The law was "Keep record X
for 50 years." The law as of Jan 1 2008 states "Keep record X for 25
years." There is no mention of the retroactivity.
Q1: Can I toss all records after 25 years, or will I have to keep
records prior to 2008 for 50 years?
Example 2: "Best Business Practice"
Business process analysts determine that record Y is kept too long.
Previously, the practice was to "Keep record Y for 50 years." The BPA
creates a new procedure which goes in effect on January 1, 2008. It
states "Keep record Y for 25 years."
Q2: Should I toss all records after 25 years, or should I keep records
prior to 2008 for 50 years?
As always, TIA!
Best,
Chuck
Chuck Piotrowski
Information Asset Management Program
CVPS
www.cvps.com
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