New 2021 Local Government Retention Schedules

Three new updates to local government retention schedules have now been approved and are posted and linked below for your agency’s approval. The new updates are as follows:

2021 General Records Schedule: Local Government Agencies
Change Log

2021 Program Records Schedule: Local Government Agencies
Change Log

2021 Program Records Schedule: Local Public School Units
Change Log

The 2021 Program Records Schedule for Local Government Agencies is a new retention schedule created from the former County Management (last updated in 2013) and Municipal (last updated in 2012) retention schedules. This schedule contains specific functions of government at the county and municipal level. This schedule contains a standard for Law Enforcement records, but County Sheriff’s Offices should continue to use their specific standalone schedule. Similarly, the schedule also contains a Tax Records standard. County Tax Administration offices should continue to follow the County Tax Administration schedule.

The 2021 Local Public School Units (LPSU) schedule supersedes the previous Local Education Agencies schedule (last updated in 1999).

A “change log” listing new revisions is included above with each of the retention schedules. If you notice changes that have not been addressed in the change log, please contact Mark Holland at (919) 814-6908 or mark.holland@ncdcr.gov.

To approve each these schedules you should print the signature page, obtain the signatures, and return a copy of the completed signature page to our office via email (to any records analyst listed below), fax ([919] 715-3627), or USPS (4615 Mail Service Center, Raleigh, NC, 27699-4615).

The Local Government Schedules page of the website is being updated to include these new schedules. This post will be revised to include those links upon completion of that update.

The Records Analysis Unit will also be contacting county and municipal clerks in the coming days and weeks to assist in the approval of these schedules. They will also be reaching out to officials in other county and local government agencies to provide information on the most recently approved versions of their program schedules and to offer guidance on approving the latest versions as well as the 2021 General Records Schedule.

Analysts will be contacting counties as listed below. They will also be contacting municipalities and other local government agencies within the listed counties. Because of the amount of agencies in North Carolina local government, it may be some time before you are contacted. In the meantime, if you have any questions concerning the schedules, you may contact any of the records analysts listed below.

Additionally, workshop announcements will be made on the blog this week concerning future training opportunities.

Mark Holland
(919) 814-6908
mark.holland@ncdcr.gov

Alexander
Alleghany
Ashe
Cabarrus
Caldwell
Catawba
Davidson
Davie
Forsyth
Gaston
Iredell
Lincoln
Mecklenburg
Rowan
Stanly
Stokes
Surry
Union
Wilkes
Yadkin


Courtney Bailey
(919) 814-6918
courtney.bailey@ncdcr.gov

Alamance
Anson
Caswell
Chatham
Cumberland
Durham
Guilford
Harnett
Hoke
Lee
Lenoir
Montgomery
Moore
Orange
Person
Randolph
Richmond
Robeson
Rockingham
Scotland


Jason Woolf
(828) 250-3103
jason.woolf@ncdcr.gov

Avery
Buncombe
Burke
Cherokee
Clay
Cleveland
Graham
Haywood
Henderson
Jackson
Macon
Madison
McDowell
Mitchell
Polk
Rutherford
Swain
Transylvania
Watauga
Yancey


Sarah Morrell
(919) 814-6910
sarah.morrell@ncdcr.gov

Bladen
Brunswick
Columbus
Duplin
Edgecombe
Franklin
Granville
Greene
Halifax
Johnston
Nash
New Hanover
Northampton
Pender
Sampson
Vance
Wake
Warren
Wayne
Wilson


Josh Hager
(919) 814-6914
joshua.hager@ncdcr.gov

Bertie
Camden
Chowan
Currituck
Gates
Hertford
Martin
Pasquotank
Perquimans
Washington


Colin Reeve
(919) 814-6915
colin.reeve@ncdcr.gov

Beaufort
Carteret
Craven
Dare
Hyde
Jones
Onslow
Pamlico
Pitt
Tyrrell