General Inquiries

Project Records Retention Policy

  • 1.  Project Records Retention Policy

    Posted 12-13-2019 16:35
    We are working on cleaning up our network and project files.  Does anyone have a Project Records Retention Policy they would be willing to share?

    Thanks.

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    Bobby Fancher MBA
    Controller
    Banks Construction
    North Charleston SC
    (843) 744-8261
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  • 2.  RE: Project Records Retention Policy

    Posted 12-16-2019 10:04
    I have been directed to keep all Project Related documents forever, why I do not know.  We have design files and contract billings going back to 2004.  As for basic accounting files, we keep 10 years.

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    Jeff Stuber
    Staff Accountant
    Associated Fire Services
    Knoxville TN
    (865) 588-9240
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  • 3.  RE: Project Records Retention Policy

    Posted 12-18-2019 14:00

    You might check to see what your state's requirement is.  In California, we're required to keep project related data for 10 years.  If a project is involved with litigation, until it's completely settled.

     

    Hope this helps -

     

    Cheryl

     

    Cheryl Smith

    D.H. Smith Company, Inc.

    PO Box 730189

    San Jose, CA  95173

    (408)532-7617

     






  • 4.  RE: Project Records Retention Policy

    Posted 12-17-2019 16:26
      |   view attached
    Hi Bobby,

    Here is a copy of our records retention schedule.  Hope this helps.

    Take care!

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    Barbra Runyon
    Secretary / Treasurer
    Brechbill & Helman Const. Co.
    Chambersburg PA
    (717) 263-4621
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    Attachment(s)