File #: RES 19-144    Name: Approve MCWDB Records Retention Schedule
Type: BoS Resolution Status: Passed - Workforce Investment Board
File created: 10/21/2019 In control: Board of Supervisors
On agenda: 11/5/2019 Final action: 11/5/2019
Title: a. Approve a Records Retention Schedule for the Monterey County Workforce Development Board, providing for the retention and destruction of records in compliance with applicable law (4/5ths vote required); and b. Authorize the Director of the Monterey County Workforce Development Board, or designee, to retain and destroy records in accordance with the approved Records Retention Schedule for the Workforce Development Board and the Board's Cross-Departmental Records Retention Schedule
Sponsors: Workforce Investment Board (WIB)
Attachments: 1. Board Report, 2. Exhibit A_WDB Retention Schedule, 3. WDB Records Retention Schedule Resolution, 4. Signature Page with Policy Statement, 5. Completed Board Order and Resolution Item No. 68
Title
a. Approve a Records Retention Schedule for the Monterey County Workforce Development Board, providing for the retention and destruction of records in compliance with applicable law (4/5ths vote required); and
b. Authorize the Director of the Monterey County Workforce Development Board, or designee, to retain and destroy records in accordance with the approved Records Retention Schedule for the Workforce Development Board and the Board's Cross-Departmental Records Retention Schedule

Report
RECOMMENDATION:
It is recommended that the Board of Supervisors adopt a Resolution to:
a. Approve a Records Retention Schedule for the Monterey County Workforce Development Board, providing for the retention and destruction of records in compliance with applicable law (4/5ths vote required); and
b. Authorize the Director of the Monterey County Workforce Development Board, or designee, to retain and destroy records in accordance with the approved Records Retention Schedule for the Workforce Development Board and the Board's Cross-Departmental Records Retention Schedule

SUMMARY/DISCUSSION:
On July 1, 2014, the Board of Supervisors adopted a County-wide Records Management Policy and Cross-Departmental Records Retention Schedule, governing retention and destruction of documents common to all County departments. The Monterey County Workforce Development Board (MCWDB) proposes a Records Retention Schedule governing documents that are specific to the MCWDB's programs and business.

A Board-approved records retention schedule that addresses MCWDB documents, in particular, will provide for authorized preservation of records and the prompt destruction of files once the designated retention period has expired.

The MCWDB generates both electronic and hard copy records containing participant information and grant and fiscal information. The timely scanning, shredding and recycling of these materials will reduce storage costs and improve efficient management of the MCWDB's records...

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