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Managing Changes; Managing Risk
The 2013 County Tax Administration Records Retention and Disposition
SchedulePresented by Tom Vincent
State Archives of North Carolina
September 27, 2013
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Overview
• Public Records Law• Using the Retention and Disposition
Schedule•What’s New• Assigning Administrative Value
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PUBLIC RECORDS LAW
NCGS 121Archives & History Act
NCGS 132Public Records Law
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Public Records Law
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How does DCR give consent?
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USING THE RETENTION SCHEDULE
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www.ncdcr.gov/archiveswww.ncdcr.gov/archives
http://www.ncdcr.gov/archives/ForGovernment/RetentionSchedules/LocalSchedules.aspx
http://www.ncdcr.gov/archives/ForGovernment/RetentionSchedules/LocalSchedules.aspx
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How the schedule works
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THE 2012 SCHEDULE
What’s new?
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What’s new?
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What’s new?
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What’s new?
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What’s new?
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What’s new?
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What’s new?
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ASSIGNING ADMINISTRATIVE VALUE
Fiscal• Budget• Expenditure
Ledgers• Credit Card Reports• Payroll
Legal• Contracts• Agreements• Marriage Licenses• Property Records
Historical• Oaths of Office• Directors’
Correspondence• Meeting Minutes• Agency Histories
Administrative• Procedure Manuals• Retention
Schedules• Memos• Reports
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Assigning Administrative ValueWho?
When?
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Assigning Administrative ValueWhy?
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Assigning Administrative Value
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Assigning Administrative Value
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Assigning Administrative ValueMore Tips
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Assigning Administrative ValueDon’t Panic!
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Records Management AnalystsRaleigh Office
Asheville Office
Tom Vincent ([email protected])(919) 807-7364
Kurt Brenneman ([email protected])(919) 807-7357
Jeremy Gibson ([email protected])(919) 807-7368
Emily Hanna ([email protected])(919) 807-7360
Mark Holland ([email protected])(919) 807-7358
Jason Woolf ([email protected])(828) 296-7230 x224
www.ncdcr.gov/archiveswww.ncdcr.gov/archives
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Our Blog
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QUESTIONS?