r e c o r d s- california（e c o r d s -加州）.docVIP

RECORDS RETENTION SCHEDULE GUIDELINES DEPARTMENT OF GENERAL SERVICES The California Records and Information Management (CalRIM) January 2007 PART 1. GENERAL INSTRUCTIONS All records must be inventoried and scheduled. (Refer to pages 4 and 9 in the Records Retention Handbook.) Complete the Records Retention Schedule Form (STD 73) making three (3) copies. Retain one copy for your program and submit the original and two copies to your agency’s Records Management Coordinator (RMC) for approval. After RMC approval, the original and two copies will be forwarded to the California Records and Information Management Program (CalRIM) for their review and approval. CalRIM will then forward the original and two copies to the California State Archives for their review to determine if the schedule contains records of historical significance. After their review, the California State Archives will retain one copy for their files and return the original and one to CalRIM. CalRIM will scan the original to the digital repository and return the remaining copy to the Agency’s RMC. (Refer to page 12 of the Records Retention Handbook - RRH). For definitions of “record” and “non-record” material, refer to page 4 of the Records Retention Handbook. For definitions of “active” and “inactive” records refer to the Records Retention Handbook. For “electronic records” refer to the Electronic Records Management Handbook at /rmpublications Categorize your records under two major subheadings in the schedule: Administrative Management – These include records common to most agencies such as personnel, budget, supply, etc. Examples are: personnel records, budget records and records management. Program Management – These include those records that relate to an agency’s primary functions. Examples are, contractor licenses, propert