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This document provides instructions for completing the Records Retention and Disposition Schedule (RC-2) for local government entities in Ohio. It includes details on how to submit the form, requirements
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How to fill out schedule of records retention
How to fill out SCHEDULE OF RECORDS RETENTION AND DISPOSITION
01
Start by obtaining the SCHEDULE OF RECORDS RETENTION AND DISPOSITION form from your organization's records management department.
02
Identify the type of records you manage and categorize them accordingly on the form.
03
For each record category, specify the retention period (how long the records need to be kept before they can be disposed of).
04
Indicate the method of disposition (e.g., shredding, archiving, etc.) for records at the end of their retention period.
05
Include any legal or regulatory requirements that dictate specific retention periods for certain types of records.
06
Review the completed schedule for accuracy and comprehensiveness.
07
Submit the schedule to the appropriate authority within your organization for approval.
08
Once approved, ensure that all staff members involved with records management are informed about the new schedule and its proper implementation.
Who needs SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
01
Records managers responsible for overseeing the retention and disposition of organizational records.
02
Employees who handle records and need to understand retention policies.
03
Compliance officers ensuring adherence to legal and regulatory requirements.
04
Administrators tasked with maintaining organizational efficiency and risk management related to records.
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People Also Ask about
Do all records have to be scheduled for disposition?
§ 1225.10 What Federal records must be scheduled? All Federal records, including those created or maintained for the Government by a contractor, must be covered by a NARA-approved agency disposition authority, SF 115, Request for Records Disposition Authority, or the NARA General Records Schedules.
What is a record keeping schedule?
One of the pre-requisites of good Records Management is to ensure that records are neither prematurely destroyed nor kept for periods longer than required – at the cost of economy and efficiency.
What is the purpose of a record retention schedule?
A comprehensive records retention schedule enhances data management by keeping relevant information accessible for analysis and decision-making. By retaining critical documents for the appropriate length of time, organizations can draw on historical data to inform strategies.
What is a disposition of records?
Disposition means those actions taken regarding Federal records after they are no longer needed in office space to conduct current agency business. These actions include: Transfer of records to agency storage facilities or NARA records centers. Transfer of records from one Federal agency to another.
What are examples of record keeping?
The following are some of the types of records you should keep: Cash register tapes. Deposit information (cash and credit sales) Receipt books. Invoices. Forms 1099-MISC.
What is the record keeping cycle?
There are three stages to the records life cycle: Creation: This is when records are initially created. Maintenance: This stage of the records life cycle consists of updating, modifying, and if necessary, moving records. Final disposition: The final stage is where records are destroyed, preferably shredded.
What is the meaning of record keeping system?
A recordkeeping system is a shared filing system where records are captured, organized, accessed, protected, retained, and destroyed in accordance with approved records schedules. A recordkeeping system is about more than technology.
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What is SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
The Schedule of Records Retention and Disposition is a document that outlines how long specific types of records must be retained and the procedures for their eventual disposal or transfer.
Who is required to file SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
Organizations, agencies, and entities that handle records are typically required to file a Schedule of Records Retention and Disposition to ensure compliance with legal and regulatory requirements.
How to fill out SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
To fill out the Schedule, identify the types of records, determine retention periods based on legal or administrative requirements, and specify the method of disposition for each record type.
What is the purpose of SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
The purpose is to manage records effectively, ensuring that necessary records are kept for the required periods while allowing for the timely and secure disposal of records that are no longer needed.
What information must be reported on SCHEDULE OF RECORDS RETENTION AND DISPOSITION?
The schedule must report details such as the record type, retention period, legal authority for retention, and the method of disposal once the retention period expires.
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