| Activity | AD9100 Local Planning and Operations |
| Records Series | 11 - Local Policies and Procedures |
| OPR | Department/Unit |
| Description | Records documenting the creation, approval, and implementation of policies and procedures at the local level. It encompasses drafts, final versions, approval documentation, and any revisions or amendments. |
| Retention Trigger | Superseded date or document date. |
| Total Retention | 5 years |
| Final Action | DP/AR |
| Disposition Plan | Published policies to be transferred to the Archives 5 years after the policy is superseded; published procedures to be destroyed 5 years after the procedure is superseded; unpublished versions and drafts to be destroyed when the document becomes 5 years old. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Saturday, Mar 29 2025