The reading I have done says there are only four values for determining the
retention of records. They are:

Legal
fiscal
administrative
historical

no more
no less


Ralph Better

On Fri, Aug 28, 2009 at 8:51 AM, <[log in to unmask]> wrote:

> Lauren said: Do you follow federal regulations or the
> regulations of the states in which your clients are located?"
>
> Peter said: you will examine the operational, administrative.
> financial, legal and historical reasons for retaining the records from that
> you will determine the retention period. not every record create is subject
> to a statutory or regulatory requirement.
>
> Lauren - I would also add another category of appraisal which I call
> "custodial".   You mention you have "clients" - you should consider what
> materials may be the property of your clients, not your company.  I am on my
> blackberry right now so can't go into more detail, but feel free to email me
> directly and I'll explain more thoroughly when at a full-sized keyboard!
>
> [log in to unmask]
>
> Julie
>
>
> Sent via BlackBerry by AT&T
>
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