Blake:
At bare minimum Legal should have a review function here, as with any major
corporate policy that is being implemented or revised. The retention
schedule has such a wide impact and possible legal implications.
The whole of the scheduling process should not be done in a vacuum.
Operating units, as well as infrastructure units (finance, HR, facilities,
etc.) need to have input demonstrating the needs of their departments, as
well as any interdependencies to other units, in addition to that of records
management. Legal should have input on the retention of their records, as
well as checking to make sure other units are not running afoul of any legal
or regulatory requirements. Legal may ask records management if they have
any knowledge of these areas in order to assist.
If you look at the Robek, Brown & Stephens book on IRM, they cite the Legal
benefits of a records retention program as being possibly greater than the
economic benefits. The three benefits the cite are:
-Destruction of records in the normal course of business
-Compliance with government retention requirements
-Protection from the risk of litigation
If the third benefit (and probably the second) does not fit in the realm of
legal...
Hope this if of use.
Tod Chernikoff, CRM
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Blake Richardson
Sent: Friday, September 29, 2006 1:04 PM
To: [log in to unmask]
Subject: [RM] Determination of Retention Periods
Good morning from sunny/warm Phoenix - I want to get a feel from the
membership as to whom in your organization is/was responsible for
establishing, reviewing and approving records retention periods. The
answer may/should be obvious, but I have had some discussions recently
regarding a lack of Legal Department involvement in this process. If
you are willing to share this information, I would like to know the
stance and level of involvement/responsibility your Legal Department
takes in this matter.
Thanks
Blake E. Richardson, CRM
"MMS <safeway.com>" made the following annotations.
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