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AUDITOR / CONTROLLER - Auditor / Controller Krista Peterson
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Requested Action(s)
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a) RESOLUTION - Request adoption of a resolution approving the Auditor-Controller’s Records Retention Schedule and Guide (Requires a 4/5’s vote)
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Financial Impact:
There is no Financial Impact.
Background Information:
The Auditor-Controller and other County departments maintain numerous types of financial records. Unless otherwise specified by law, these records must be retained for a minimum of two years and then may be disposed of if authorized by a four-fifths vote of the Board.
The proposed Records Retention Schedule sets forth the minimum required holding periods for various financial records, primarily including those finalized by the Auditor-Controller’s office. These holding periods are based upon State law and best practice. For some financial records, including those containing sensitive and/or private personal information, cross shredding is required prior to disposal.