Effective records management is an important aspect of running any organization. Even more so for state agencies, public universities, and government institutions that are under the microscope of stringent compliance requirements.
While adherence to federal and state regulations governing records management is an integral part of this process, navigating the complexities of these requirements can be challenging to say the least.
Across the United States, each state has its own set of regulations for the retention and disposal of records, which operate alongside existing federal data privacy laws.
These rules are not just guidelines, they are obligations that organizations must adhere to, underpinning the need for meticulous attention to the lifecycle of your documents.
Compliance with these state-specific records retention schedules ensures that non-exempt businesses and government entities can stand up to legal scrutiny, maintain organizational efficiency, and uphold public accountability. It is also critical for mitigating risks associated with data breaches and privacy violations.
A records retention schedule is a policy document that details an organization’s legal and operational responsibilities in maintaining its records. It serves as a structured timeline that outlines how long various types of records should be kept, the format in which they should be maintained, and guidelines for their secure destruction once they are no longer needed.
These policies are informed by legal requirements, accountability standards, and organizational needs, ensuring that records are accessible for the duration of their useful life and that they are disposed of in a compliant and secure manner.
State records retention guidelines apply broadly across various sectors, encompassing public agencies, private businesses, educational institutions, and non-profit organizations. Public agencies are often at the forefront, required to follow stringent state-specific regulations for managing public records.
For private businesses, these guidelines ensure that critical financial, operational, and employee records are kept for the appropriate periods to satisfy legal, tax, and regulatory requirements. Educational institutions must also adhere to these guidelines when managing student records, research data, and administrative documents.
Similarly, non-profit organizations are not exempt; they must comply with retention schedules to govern their operational, financial, and donor records.
Below is a list linking directly to records retention guidelines and resources for each state. These links lead to state specific educational materials and training tools designed to help agencies navigate and adhere to their specific record-keeping regulations.
Whether you’re starting from scratch or fine-tuning an existing records management system, these resources are your go-to for records management compliance.
| State | Retention Guidelines |
|---|---|
| Alabama | Alabama Department of Archives and History |
| Alaska | Alaska State Archives (RIMS) |
| Arizona | Arizona General Retention Schedules |
| Arkansas | Arkansas Records Retention Schedule (DFA) |
| California | California Records Management and Appraisal (RMA) Program |
| Colorado | Colorado State Archives |
| Connecticut | Connecticut General Records Retention Schedules for State Agencies |
| Delaware | Delaware General Records Retention Schedules |
| Florida | Florida Division of Library and Information Services |
| Georgia | Georgia Archives Retention Schedules |
| Hawaii | Records Retention and Disposition Schedules for Hawaii |
| Idaho | State Records Retention Schedules for Idaho |
| Illinois | State and Local Government Records Management Program for Illinois |
| Indiana | Overview on Records Retention Schedules for Indiana |
| Iowa | State Records Manual and Schedule for Iowa |
| Kansas | State Records Retention Schedule for Kansas |
| Kentucky | State Government Records Retention Schedules for Kentucky |
| Louisiana | Managing Records in Louisiana |
| Maine | Local Government Record Retention Schedules for Maine |
| Maryland | List of Approved Retention Schedules for Maryland |
| Massachusetts | Records Management Unit for Massachusetts |
| Michigan | Retention and Disposal in Michigan |
| Minnesota | General Records Retention Schedules for Minnesota |
| Mississippi | Local Government Records Retention Schedules for Mississippi |
| Missouri | State Agency Records Retention Disposition for Missouri |
| Montana | Records and Information Management Took Kit for Montana |
| Nebraska | Records Retention and Disposition Schedules for Nebraska |
| Nevada | State Records Retention Schedules for Nevada |
| New Hampshire | Records Retention Schedules for New Hampshire |
| New Jersey | Records Retention Schedules for New Jersey |
| New Mexico | Records Responsibilities and Mission in New Mexico |
| New York | Records Management for New York |
| North Carolina | Records Retention for North Carolina |
| North Dakota | Records Management for North Dakota |
| Ohio | Records Management for Ohio |
| Oklahoma | Records Scheduling for Oklahoma |
| Oregon | Records Management for Oregon |
| Pennsylvania | Records Management for Pennsylvania |
| Rhode Island | Records Management for Rhode Island |
| South Carolina | Records Management for Sout Carolina |
| South Dakota | Retention and Destruction Schedules for South Dakota |
| Tennessee | Division of Records Management for Tennessee |
| Texas | Retention Schedules for Texas |
| Utah | Retention Schedules for Utah |
| Vermont | Records Retention for Vermont |
| Virginia | Records Retention for Virginia |
| Washington | Records Retention Schedules for Washington |
| West Virginia | Records Management for West Virginia |
| Wisconsin | Statewide General Records Schedule for Wisconsin |
| Wyoming | Records Retention Schedules for Wyoming |
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