>>  Or, should a retention schedule only include those unique records
that your organization actually creates or produces?<<

I would include all records on the retention schedule, including those
created and maintained by external entities on your behalf.
Additionally, I would make it a contractual obligation to retain the
records for the retention period specified.

On the subject of including a record series for "Reference", I have
always included it.  Is it required, no. But it does cut down the number
of questions I get on the subject by about 90 percent and lets me focus
on real issues.

Bill R

Bill Roach,  CRM
Manager, Corporate Records
MoneyGram International
1550 Utica Ave. So.
Minneapolis, MN 55416
Direct: 952-591-3325
Fax: 952-591-3333

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