Montgomery County Department of Administration--Finance Office

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Financial Activities:

Audit / Year-End

Budget / Grants

Contracts / Vendors

Equipment / Inventory

Financial System

Local Government

Payroll

Privacy / ID Theft

Purchasing / Payments

Receipts / Banking

Travel / Vehicles

Whatchamacallit / Various


Quick Reference:

Finance Office Homepage

*OFFICE Central*

Memorandums

Schedules / Deadlines

Staff / Position Directory

*OFFICE Central*
Whatchamacallit Category
County General Records Retention

This page concerns the "Records Retention and Disposition Schedule for County Management" published by the NC Dept of Cultural Resources in March 2019 and afterwards adopted by our Board of County Commissioners. This schedule was published by the NC Dept of Cultural Resources, requires separate action by the County Board to take effect locally, and applies to many County departments.

The NC Dept of Cultural Resources publishes separate schedules for retention and disposition of records held by Elections, Health, Register of Deeds, Sheriff, Social Services, Tax, and Veterans Services. These schedules may not require separate approval by the County Board; however, please obtain appropriate approvals if its required for your department to follow the latest schedule.

The schedule adopted by the Board of County Commissioners concerns the minimum length of time that certain records must be kept. Below are notes from the above PDF file for ease of reference. If you cannot find specific guidance for certain records, please contact the Regional office. Contact information is contained in the PDF file listed above.

For all boxes being prepared for storage records, a standardized box label has been structured to indicate the contents within the box within the structure of the State's records management categories. Please see the form below.


Financial Activities:
Audit / Year-End
Budget / Grants
Contracts / Vendors
Equipment / Inventory
Financial System
Local Government
Payroll
Privacy / ID Theft
Purchasing / Payments
Receipts / Banking
Travel / Vehicles
Whatchamacallit / Various / Other
Quick Reference:
Finance Office Homepage
*OFFICE Central*
Memorandums
Schedules / Deadlines
Staff / Position Directory

Send Comments / Feedback / Questions via E-Mail

Go to the County Internet Homepage

http://files.www.montgomerycountync.com/departments/finance/onlinefinancefiles/various/recordsretention.html
last updated January 31, 2020