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months after the action is settled. 13 Disposal of records dated 1940 or earlier must be<br />

approved by MDAH or the Local Government Records Committee. 14 Confidential<br />

records or those conta<strong>in</strong><strong>in</strong>g “personally identifiable <strong>in</strong>formation” such as social security<br />

numbers should be disposed <strong>in</strong> a secure manner, such as shredd<strong>in</strong>g or <strong>in</strong>c<strong>in</strong>eration.<br />

IMPLEMENTING A RECORDS MANAGEMENT PROGRAM<br />

Now that it has been determ<strong>in</strong>ed that records management is a beneficial program, how<br />

does a county go about implement<strong>in</strong>g it? Here is a brief outl<strong>in</strong>e of the steps <strong>in</strong>volved.<br />

• The Board of Supervisors appo<strong>in</strong>ts someone to be <strong>in</strong> charge of records<br />

management. This gives that person authority to implement the program. While<br />

this person should be an elected or appo<strong>in</strong>ted official to act as a “champion for the<br />

cause,” the day-to-day duties will often fall to a subord<strong>in</strong>ate.<br />

• The Board votes to adopt the Records Management Fee authorized <strong>in</strong> Code, § 25-<br />

60-5. For any document filed (or generated) for which a fee is charged, 15 $1.00<br />

may be added to that fee for records management. The county keeps half of the<br />

money collected, dedicated for records management purposes, such as purchas<strong>in</strong>g<br />

storage boxes, shelv<strong>in</strong>g, and scann<strong>in</strong>g equipment; contract services such as<br />

shredd<strong>in</strong>g and off-site storage; and other expenses directly related to the<br />

management of the county’s records. The other half goes to MDAH to operate the<br />

Local Government Records Office. While the fee may not generate large sums of<br />

money, especially <strong>in</strong> smaller counties, it is additional revenue outside the general<br />

tax collections, and it shows citizens that their government is <strong>in</strong>terested <strong>in</strong><br />

manag<strong>in</strong>g their records. By 2015, forty percent (33) of <strong>Mississippi</strong>’s 82 counties<br />

had adopted this fee.<br />

• The records management officer conducts an <strong>in</strong>ventory of all the records <strong>in</strong> the<br />

county, by either a physical <strong>in</strong>ventory, a survey of each department, <strong>in</strong>terviews<br />

with other employees, or a comb<strong>in</strong>ation of these. This may be done all at once or<br />

<strong>in</strong> stages, depend<strong>in</strong>g on the volume of records and time allotted. The <strong>in</strong>ventory<br />

should <strong>in</strong>clude each record series, date range, format, volume, location, growth<br />

rate, and other <strong>in</strong>formation as necessary. Then retention schedules are applied to<br />

each record series, <strong>in</strong> order to determ<strong>in</strong>e which records <strong>in</strong> each series are eligible<br />

for disposal. With Board approval, eligible records can then be disposed. Other<br />

<strong>in</strong>active records may be moved to secondary storage locations with<strong>in</strong> the<br />

courthouse, <strong>in</strong> other government build<strong>in</strong>gs, or to an off-site storage location. The<br />

general rule-of-thumb for an <strong>in</strong>itial “purge” is that one-third of the records can be<br />

disposed, while another third can be moved out of primary office space. Through<br />

this process, the entity can also develop a file plan that identifies where records<br />

are located, and which ones are essential records.<br />

• The Board develops policies and procedures for manag<strong>in</strong>g records. These can<br />

<strong>in</strong>clude an overall records management policy, a policy for handl<strong>in</strong>g open records<br />

requests, 16 a policy for imag<strong>in</strong>g paper records, policies for manag<strong>in</strong>g electronic<br />

165

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