Chuck,

The quick answer would be no. 
typically, a change in the retention period will be date forward. think of the older records of having protection under a grandfather clause. Should you decide to apply the retention period to the entire series I would recommend that you adhere to due diligence and formulate a reappraisal process. Determine the values that set the previous retention and see if they still apply. If you are able to apply the new schedule, document the heck out of it. 

Watch words: Due diligence and due process. 

I would be very careful about reappraising a series to a shorter retention period. 

Chris Flynn



> Date: Tue, 12 Aug 2008 10:45:50 -0400
> From: [log in to unmask]
> Subject: Are new retention periods retroactive?
> To: [log in to unmask]
> 
> 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
> This computer runs on Cow Power!
> 
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