1000-26 GR |
CORRESPONDENCE AND INTERNAL MEMORANDA (includes incoming and copies of outgoing correspondence and internal correspondence and memoranda). |
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Retention Note: The minimum retention period for correspondence or internal memoranda in categories (a) and (b) directly linked to another record series or group listed in this or other commission schedules is that assigned to the other group or series. For example, a letter from an external auditor regarding an audit of a local government's financial records should be retained for the retention period given under item number 1025-01 (e); a letter concerning a workers compensation claim should be retained for the period given under item number 1050-32, etc. The retention periods that follow are for correspondence and internal memoranda that do not readily fall within other record groups. |
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a) Policy and program development - Correspondence and internal memoranda pertaining to the formulation, planning, implementation, modification, or redefinition of the policies, programs, services, or projects of a local government. Includes TX Assoc. Access ane Equity files. |
5 years. |
Review before disposal; some correspondence of this type may merit permanent retention for historical reasons. |
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b) Administrative - Correspondence and internal memoranda pertaining to or arising from the routine administration or operation of the policies, programs, services, and projects of a local government. Includes TX Assoc. of Comm. College HR Professionals, North TX Chpt Coll and Univ Pers Assoc., Coordinating Board Corres. files. |
2 years. |
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c) Routine - Correspondence and internal memoranda such as letters of transmittal, requests for publications, internal meeting notices, and similar routine matters. |
AV |
Exempt from destruction request requirement. |
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(d) Print-outs verifying data entry. |
AV |
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(e) E-mail messages (See Retention Note above). |
AV |
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1000-33 GR |
NEWS RELEASES |
AV |
Exempt from destruction request requirement. |
1000-34 GR |
OPEN RECORDS REQUESTS - Open records requests, including correspondence and other documentation relating to the request. |
1 year after final decision on request. |
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1000-37 GR |
PHOTOGRAPHS, RECORDINGS, AND OTHER NON-TEXTUAL MEDIA - Photographs, photographic scrapbooks, slides, sound recordings, videotapes, posters, and other non-textual media that document the history and activities of a local government or any of its departments, programs, or projects except such records noted elsewhere in this or other commission schedules. |
PERMANENT, but see retention note. |
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Retention Note: Most photographs and other non-textual media of the types described must be retained permanently for historical reasons, but latitude is allowed to the records management officer and the custodians of records in a local government to determine to what extent a particular photograph, for example, documents the history and activities of the local government. If it is determined that it does not, it need be kept only as long as administratively valuable. Be certain that photographs and other non-textual media do not fall within other records series. For example, mug shots and photographs of fire damage are listed in local schedule PS under police and fire department records respectively. |
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1000-39 GR |
PUBLICATIONS - Pamphlets, reports, studies, proposals, and similar material printed by or for a local government or any of its departments, subdivisions, or programs and distributed to or intended for distribution to the public on request and departmental or program newsletters designed for internal distribution. |
One copy of each PERMANENT. |
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Retention Note: The following categories of printed material, whether distributed publicly or internally, are exempted from the retention period and may be disposed of at option; (a) educational or solicitative matter provided by charitable or public awareness organizations (e.g., United Way, American Heart Association); and (b) public service leaflets or flyers prepared by a local government of others whose contents are of a general nature and not specific to the government distributing them, beyond the inclusion of an address, telephone number, office hours, and similar information (e.g., a flyer detailing water conservation tips sent to customers of a municipal water utility; a pamphlet explaining the appraisal review board process sent to taxpayers by an appraisal district). |
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SECTION 4-3 COMMUNICATIONS RECORDS |
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1075-40 GR |
POSTAL AND DELIVERY SERVICE RECORDS |
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a) Meter and permit usage records. |
1 year. |
Exempt from destruction request requirement. |
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b) Registered, certified, insured, and special delivery mail receipts and similar records of transmittal by express or delivery companies. |
1 year. |
Exempt from destruction request requirement. |