RATIONALE/OBJECTIVE:
The Cobb County School District (District)
complies with the requirement of the Georgia Records Act (OCGA 50-l8-90 et
seq.) that all local governments adopt a records management plan. The
District’s records may contain information that retains value as legal,
audit, and historical evidence that the District has carried out its'
mandated duties and responsibilities. These records contain information
needed for varying lengths of time as specified in the Retention Schedules
for Local Government Records (State Retention Schedules) established by the
Georgia Secretary of State through the Division of Archives and History.
RULE:
A. GENERAL GUIDELINES:
1. Each Division, Department and school is responsible for
adhering to the State
Retention Schedules’ Common Record
Categories as well as the Specific Record
Categories, or parts of the Specific
Record Categories, that apply to school districts.
For any record series in the
District’s custody not covered by the State Retention
Schedules, the Office of Records
Management of the Financial Services Division shall
recommend schedules for adoption by
the District and shall submit them to the
Georgia Division of Archives and
History.
2. Records are to be retained as required in the State
Retention Schedules and any
District Schedules. Absent
substantial justification, no records should be:
a. Retained that are not required by
the State Retention Schedules or District
Schedules;
and
b. Retained longer than is required
by the State Retention Schedules or District
Schedules.
Without State approval, no record shall be retained for a period that is
shorter than
the period required by the State Retention Schedules.
3. When a document is being prepared, all preliminary
versions or drafts may be
destroyed once the final version is
complete.
B. RECORDS MANAGEMENT PLAN:
The District establishes a Records Management Plan (Plan) administered by
the Office of Records Management (Records Management) of the Financial
Services Division. The Plan shall:
1. Direct and coordinate all records management matters in
compliance with the
Georgia Records Act including
identifying responsibilities of individual schools and
departments;
2. Provide information and assistance for records storage,
retrieval, and destruction to
allow individual schools and
departments to comply with State Retention Schedules
and any District Schedules; and
3. Communicate a destruction procedure in compliance with the
State Retention
Schedules and any District Schedules.
C. RECORDS MANAGEMENT HANDBOOK:
Records Management shall develop, maintain and issue a Records Management
Handbook (Handbook) (Form EHB-1) outlining the District’s procedures for the
transfer, storage, retrieval, microfilming, and destruction of records
generated and maintained by the District administrative and school offices.
D. OFF-SITE STORAGE:
An off-site records storage center will house paper records
for permanent retention and
records stored temporarily pending disposal/destruction. The
center will:
1. Store records that can be removed from the office
environment;
2. Provide access to records only to authorized personnel;
3. Provide information retrieval services to include copies
of transcripts;
4. Assist in the destruction/disposal of records according to
the State Retention
Schedules and any District Schedules;
and
5. Coordinate the microfilming of records for permanent
retention.
E. ELECTRONIC RECORDS:
Retention requirements included in the State Retention Schedules and any
District Schedules apply equally to electronic and paper records. Therefore,
electronic records:
1. Are retained the same length of time as paper documents
with the same content.
2. May be retained in electronic format if their retention
period is not more than 15
years or they may be printed and
retained in hard copy or micro-filmed, except for
e-mail as provided below. As a
general rule, they do not need to be retained in both
formats.
3. E-Mail:
Based upon its content, the State
Retention Schedules categorizes E-Mail as
“Transitory” or “Temporary” (see the
Schedules for length of retention for each
category). Guidelines:
a. Transitory E-mail should be
deleted as soon as it is no longer useful.
b. Temporary E-mail, whether
short-term or long-term, is subject to the following
District
guidelines:
(1) Retention
of E-mail originating within the District is the responsibility of the
originator.
(2) Retention
of E-mail originating outside the District is the responsibility of the
recipient unless someone other than the recipient is designated to respond
to
it, in which case the responder is responsible for retaining both the
original
message and the response.
(3) Temporary
E-Mail, as defined above, should be printed and retained in hard
copy. The hard copy must include the originator of the document, the owner
of the document, and the date the document was created or modified. The
electronic copy should then be deleted.
c. E-mail containing student specific
information may become part of the student’s
permanent
record if the E-mail is printed and placed with the permanent record. In
this event,
the electronic copy is not retained.
F. OPEN RECORDS ACT:
Except as otherwise provided by law or court order, all records prepared and
maintained or received in the course of the operation of the District shall
be open to the public in accordance with the Georgia Open Records Act,
O.C.G.A. § 50-18-70 et seq. Public records include documents, tapes,
photographs, and computer-based or generated information such as e-mails.
Public records also include records received or maintained by a private
person or entity in the performance of a service or function for or on
behalf of the District. Pursuant to the Act, a reasonable charge will be
collected for search, retrieval, and other direct administrative costs for
complying with a request to inspect or copy public records. There shall be
no charge, however, for the first quarter hour. When copies are requested, a
copying fee will be charged and collected in accordance with O.C.G.A. §
50-18-71.
Reclassified an Administrative Rule: 9/1/04
Revised: 6/14/06 |