Government Records Retention & Disposal Checklist [FREE PDF]

Records managers and municipal clerks use this checklist for government records retention and disposal per state records management acts and NARA (National Archives) records management guidelines.

  • Industry: Government / Municipal
  • Frequency: Annually
  • Estimated Time: 20-25 minutes
  • Role: Records Manager
  • Total Items: 8
  • Compliance: State Records Management Act, NARA 36 CFR 1220-1239

Retention Schedule Compliance

Verify records are maintained per approved retention schedules.

  • Is an approved records retention schedule in place and current?
  • Are records being retained for the minimum periods specified in the schedule?
  • Are litigation holds identified and records preserved for pending legal matters?
  • Retention schedule notes

Disposal & Destruction Documentation

Verify proper destruction methods and documentation.

  • Is records destruction authorized by the records officer or governing body?
  • Are confidential records destroyed by shredding, pulping, or certified methods?
  • Is a certificate of destruction maintained documenting disposed records?
  • Disposal documentation notes

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Why Use This Government Records Retention & Disposal Checklist [FREE PDF]?

This government records retention & disposal checklist [free pdf] helps government / municipal teams maintain compliance and operational excellence. Designed for records manager professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: annually.

Ensures compliance with State Records Management Act, NARA 36 CFR 1220-1239. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Government Records Retention & Disposal Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Retention Schedule Compliance, Disposal & Destruction Documentation. It is designed for government / municipal operations and compliance.

How often should this checklist be completed?

This checklist should be completed annually. Each completion takes approximately 20-25 minutes.

Who should use this Government Records Retention & Disposal Checklist [FREE PDF]?

This checklist is designed for Records Manager professionals in the government / municipal industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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