RETENTION OF FISCAL RECORDS - 7250
(Revised: 08/2020)
The Records Management and Appraisal (RMA) Program within the California State Archives (a division in the California Secretary of State) is responsible for the development and implementation of the state’s record management program. The RMA oversees the life cycle of public records from creation to destruction or transfers to the State Archives.
As described in SAM sections 1602 and 1604, the head of each agency/department is required to establish and maintain an economical and efficient record management and appraisal program. SAM chapter 1600, Records Management, defines the responsibility of each agency/department to implement the program and prescribes the procedure for scheduling and disposing of records. For additional information on the record retention guidelines for fiscal records, refer to the Records Retention Guidelines, forms, and manuals on the Secretary of State, Records Management and Appraisal Program webpage.
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