File #: RES 19-169    Name: CAO Records Retention Scheduled - Dec 2019
Type: BoS Resolution Status: Passed - County Administrative Office
File created: 11/25/2019 In control: Board of Supervisors
On agenda: 12/10/2019 Final action: 12/10/2019
Title: Adopt a Resolution to: a. Approve the County Administration Office's Records Retention Schedule for the storage, retention and/or destruction of County Records, as set forth by Federal and State laws, County codes, and policies; and b. Authorize the County Administrative Officer or designee to dispose of County records in accordance with the approved Records Retention Schedule for the County Administration Office.
Attachments: 1. Board Report, 2. Attachment A - CAO records retention Board Resolution - 2019, 3. Attachment B - CAO Retention Schedule - 2019, 4. Attachment C - County Cross Dept Records Retention Schedule - 2015, 5. Attachment D - Monterey County Records Management Policy, 6. Completed Board Order and Resolution Item No. 73
Title
Adopt a Resolution to:
a. Approve the County Administration Office's Records Retention Schedule for the storage, retention and/or destruction of County Records, as set forth by Federal and State laws, County codes, and policies; and
b. Authorize the County Administrative Officer or designee to dispose of County records in accordance with the approved Records Retention Schedule for the County Administration Office.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors adopt a resolution to:
a. Approve the County Administration Office's Records Retention Schedule for the storage, retention and/or destruction of County Records, as set forth by Federal and State laws, County codes, and policies; and
b. Authorize the County Administrative Officer or designee to dispose of County records in accordance with the approved Records Retention Schedule for the County Administration Office.

SUMMARY:
On July 1, 2014, the Board of Supervisors adopted the Cross Departmental Records Retention Schedule, a County-wide policy. A Board-approved Records Retention Schedule for the County Administration Office will provide authorization for the storage, preservation and disposition of records that are specific to the County Administration Office's processes.

DISCUSSION:
The County Administration Office's Records Retention Schedule addresses the retention and destruction of files specific to the County Administration Office which includes Administration, Finance, Budget & Analysis, Office of Community Engagement & Advocacy and Intergovernmental & Legislative Affairs Divisions. This policy was developed using Government Code ? 26201-26202.6 relating to the responsibilities of the Board of Supervisors regarding the retention and destruction of County records. General department records will be retained in accordance with the County-wide Cross Departmental Records Retention Schedule. The proposed Records Retention Schedule for the County Administration Office expla...

Click here for full text