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Local Government Common Records Retention Schedule (CORE)
Version 4.2 (August 2021)
CONTRACTS/AGREEMENTS
The activity of managing contracts and agreements entered into by the local government agency and processes involved in the development of such
contracts and agreements.
DISPOSITION
RETENTION AND
AUTHORITY DESCRIPTION OF RECORDS DESIGNATION
DISPOSITION ACTION
NUMBER (DAN)
NON-ARCHIVAL
GS50-01-11 Retain for 6 years after
Contracts and Agreements – General
ESSENTIAL
Rev. 4 completion of transaction or 6
Records relating to agreements between the agency and one or more parties that set out
(for Disaster Recovery)
years after termination/
terms and conditions to which the signing parties agree or submit, and that do not establish,
OPR
expiration of instrument/
alter, or abolish ownership of capital assets.
coverage
Includes, but is not limited to:
then
Memoranda of understanding (MOU);
Destroy.
Negotiations, final/initial agreements, change orders, amendments, addenda;
Compliance monitoring;
Legal interpretations, mediation, arbitration, etc.
Contracts/agreements include, but are not limited to:
Bonds (fidelity/surety coverage, performance/vendor, elected & appointed official, etc.);
Customer account authorizations (automatic payments, ongoing discounts, etc.);
Employee use of personally-owned items for work-related purposes (weapon, vehicle,
ergonomic equipment, Personal Protective Equipment \[PPE\], cell phone, laptop, etc.);
Human resources (delegation of authority, employee/employment, etc.). Does not
include retirement verification records covered by GS2017-009;
Inter-agency, intra-agency, inter-governmental, inter-local agreements;
Labor relations (collective bargaining, Public Employer Relations Commission (PERC)
filings, etc.) Does not include employee grievances;
Lease, escrow, and rental agreements;
Lending agreements (facility, equipment, vehicle, etc.);
Liability waivers (hold harmless, insurance, etc.);
Loan agreements (long-term debt, etc.);
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Master depository contract (banking); Continued Next Page
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1. AGENCY
Page 18 of 197
MANAGEMENT