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CITY OF MARQUETTE, MICHIGAN CITY COMMISSION POLICY Number: 200101Revision Date:Date Adopted: August 27, 2001, Department: AdministrativeSUBJECT:RECORDS RETENTION AND DISPOSAL POLICYPURPOSE:Michigan

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How to fill out records retention and disposal

01

To fill out records retention and disposal, follow these steps:

02

Begin by gathering all the relevant records that need to be stored or disposed of.

03

Sort the records into different categories based on their retention period or importance.

04

Create a detailed inventory of all the records, including their titles, dates, and any other relevant information.

05

Determine the appropriate retention periods for each record category, taking into account any legal or regulatory requirements.

06

Develop a records retention schedule that outlines when each category of record can be disposed of.

07

Ensure that the disposal methods follow the guidelines and regulations set forth for the type of records being disposed of.

08

Document the disposal process and keep a record of all disposed records for future reference.

09

Regularly review and update the records retention and disposal process to ensure compliance with any changes in regulations or business needs.

Who needs records retention and disposal?

01

Records retention and disposal is necessary for various entities including:

02

- Government agencies and departments to manage and preserve public records.

03

- Businesses and organizations to maintain compliance with legal and regulatory requirements.

04

- Healthcare facilities to securely store and dispose of sensitive patient records.

05

- Legal firms to manage client records and maintain confidentiality.

06

- Financial institutions to retain financial records for auditing and compliance purposes.

07

- Educational institutions to retain student records and academic documents.

08

- Non-profit organizations to maintain transparency and accountability in their operations.

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What is records retention and disposal?

Records retention and disposal is the practice of storing and destroying company records in a systematic and organized manner to comply with legal requirements and operational efficiency.

Who is required to file records retention and disposal?

All organizations, businesses, and entities are required to file records retention and disposal.

How to fill out records retention and disposal?

Records retention and disposal forms can be filled out electronically or manually, following the guidelines provided by regulatory authorities.

What is the purpose of records retention and disposal?

The purpose of records retention and disposal is to ensure that companies have a systematic process in place to store and destroy records in a timely manner, minimizing risks and complying with legal requirements.

What information must be reported on records retention and disposal?

The report should include details on the types of records being retained, the storage method, retention periods, and disposal methods.

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