Sentences with phrase «document retention policy for»

3.9.5 The Children's Contact Service should have a proper document retention policy for the safekeeping of its records in accordance with the law.

Preserved Board, Committee and subsidiary materials and minutes, and supported the document retention policy for the Corporate Secretary's Office.

Not exact matches

Emails are supposed to be saved for a variety of reasons, including pending document requests under the Freedom of Information Law, according to a 118 - page retention policy distributed to state employees.

The Administrator is also authorized to: make modifications to the Record Retention Schedule from time to time to ensure that it is in compliance with local, state and federal laws and includes the appropriate document and record categories for the Association; monitor local, state and federal laws affecting record retention; annually review the record retention and disposal program; and monitor compliance with this policy.

But it too refers to other documents for specifics, including an email retention and disposal policy.

It is difficult to put forth a «sample» document destruction policy applicable nationwide due to the immense variation in state rules on ethical obligations for file retention, though the basics of one are included below.

With the caveats above about how all the states have their own rules and ethics opinions, here is a sample starting point for drafting your own document retention and destruction policy.

A closely related issue is how long you need to retain a document, something for which law firms and businesses often establish a «records retention policy» that depends mostly upon the relevant statute of limitations and the domestic laws that apply to the company.

His services have ranged from drafting or modification of Corporate Information & Records Management Policies; counseling regarding specific document retention deadlines, statutes of limitation, and governing regulations; preparation of litigation hold notices to data custodian interviews and preservation plan preparation; data collection planning; preparation for and attendance at Rule 26 (f) meet and confer sessions; and data processing and production of ESI in response to discovery requests.

Operating my own business for 16 years provided me with excellent communication and listening skills, outstanding customer service and retention skills, experience in writing legal documents and following written policies.

Designed electronic file systems and maintained electronic and paper files.Handled all media and public relations inquiries.Maintained the front desk and reception area in a neat and organized fashion.Served as central point of contact for all outside vendors needing to gain access to the building.Facilitated working relationships with co-tenants and building management.Made copies, sent faxes and handled all incoming and outgoing correspondence.Created weekly and monthly reports and presentations.Organized files, developed spreadsheets, faxed reports and scanned documents.Properly routed agreements, contracts and invoices through the signature process.Managed the day - to - day calendar for the company's senior director.Received and screened a high volume of internal and external communications, including email and mail.Managed daily office operations and maintenance of equipment.Maintained detailed administrative and procedural processes to improve accuracy and efficiency.Coordinated meetings with other department managers and served as main liaison between sales and field staff.Scheduled and confirmed appointments for entire management team.Provided support for CEO and sales team in managing operation work flow.Successfully established effective systems for record retention by creating database for daily correspondence tracking.Developed more efficient filing systems and customer database protocols.Qualified competitive subcontractor bids prior to execution of contracts.Submitted all project closeout documents in accordance with the contract.Assigned projects and tasks to employees based on their competencies and specialties.Accurately provided status information on project progress to the project management.Monitored the safety of all construction activities, making on - site personnel safety the top priority.Acted as the liaison with company safety representatives to promote awareness and understanding of safety protocols.Increased the employee base by 50 % to meet changing staffing needs.Advised managers on organizational policy matters and recommend needed changes.Conducted new employee orientation to foster positive attitude toward organizational objectives.Directed personnel, training and labor relations activities.Served as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work - related problems.

If you must keep information for business reasons or to comply with the law, then develop and adhere to a document retention policy to identify what information must be kept, how to secure it, how long to keep it, and how to dispose of it securely when you no longer need it.

Topics include the FTC's Five Key Principles for Data Security Programs and how to create a document retention and destruction policy.

However, the CFPB has decided to require creditors to retain evidence of compliance with the integrated disclosure provisions of Regulation Z for three years after consummation of the transaction, except that creditors must retain the Closing Disclosure and all documents related to the Closing Disclosure for five years after consummation, consistent with the requirements of existing Regulation X. Creditors must retain evidence of compliance with the Post-Consummation Escrow Cancellation Notice and the post-consummation Partial Payment Policy disclosure for two years in accordance with the general retention period under 1026.25 (a).