Hi Michel,
From the perspective of the organization taking out the loan we place
retention of fiscal year end and payment is complete, plus 7 years (for
financial auditing purposes), and final disposition is archival.
Hope you're enjoying St. John's (my old stomping grounds).
Lisa
Regional Municipality of Wood Buffalo, Alberta, Canada
Lisa Pottle, Corporate Records Coordinator
Corporate Records Branch
Legislative and Legal Services
[log in to unmask]
Tel. (780)743-7029
Fax (780)792-5952
--- On Fri, 2/5/10, Michel Okemi <[log in to unmask]> wrote:
From: Michel Okemi <[log in to unmask]>
Subject: [RM] Question on Retention Period (Active Records &
Semi-Active)
To: [log in to unmask]
Received: Friday, February 5, 2010, 8:21 AM
Hello Folks,
Happy New Year for all of you. Hope this new year 2010 will bring us
some g=
ood records thoughts.
Right now, I am working as records consultant with a company in St.
John's =
(Newfoundland & labrador, Canada).
I am doing a retention schedule. I have a question regarding a client
loan =
file; I did some legal research for Newfoundland regarding the
legislation =
assigned for client file loan but I did not find anything.
This is idea: a client file loan remain "Active Records" (in the office)
in=
accordance with the terms of loan (e.g. 5, 10, 15 years)
After that when the loan is paid in full, How long to keep it as
"Semi-Acti=
ve"(in off-site) before the final disposal?
What will be a standard best practices approach for this question
regarding=
a client file loan?
I believe the same concern about a loan will also work for a
contract/agree=
ments?
Is anyone want to share same experiences with me? I would appreciate
that.
Thank you in advance for all your inputs.
Have a nice week end.
Michelk=20
Records Consultant
St. John's, NF
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