This resource highlights the key factors organizations must consider when developing a records retention program. It emphasizes the importance of maintaining proper documentation and provides guidance on four essential building blocks crucial to the program’s success: (a) data inventory; (b) contractual provisions; (c) standards; and (d) federal, state, and local laws and regulations.

The resource recommends conducting a thorough data inventory to ensure all partners have access to the same information and outlines the significance of aligning stored data with the mission of the integrated data system (IDS). It also emphasizes mapping relevant laws to collected data, reviewing contractual provisions related to the retention or deletion of data, and adhering to industry-specific standards. Finally, it mentions that support from legal counsel and technologists can assist in interpreting contractual provisions and meeting necessary requirements.