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Agency-Specific Schedules

State Government

Information about Retention and Disposal Schedules for state government is available online at inside.michigan.gov/recordsmanagement. This intranet page is only accessible to state employees. Please contact Records Management Services at recordscenter@michigan.gov if you need additional information.

Local Government

Retention and Disposal Schedules identify the records that are maintained by government agencies, regardless of format. Schedules define how long records need to be retained, and they specify if/when records can be destroyed. Local government schedules are approved by the agency, Records Management Services (DTMB), Archives of Michigan (DTMB), and the State Administrative Board. Approved schedules provide the only legal authority to destroy public records. If a local government agency has records that are not covered by an approved general schedule, they must prepare and submit an agency-specific schedule. Below are the instructions.

Creating Retention and Disposal Schedules

1. Conduct an inventory of all records or records series created or maintained by the agency. See instructions. Note: agency-specific schedules only need to cover records that are not covered by an approved general schedule, or records that the agency wants to retain for a different amount of time than what is approved by a general schedule. 

2. Fill out the Record Inventory form with the proposed record series.

  • Double-click on the page header, where the agency name field is located. Provide the name of the agency submitting the schedule. For example, Agency Name: Michigan County - Clerk's Office.
  • Double-click on the table in the page body to enter the record inventory data, per the instructions below. List all records maintained by the agency that are not currently included on an applicable general schedule or agency-specific schedule. Delete unnecessary rows. Please do not use colored fonts.
Item # Record Series Title Record Series Description Retention Period

Agency should assign a unique number to each record series listed on the schedule for reference purposes.

A record series is a group of records that are maintained together to document a business process or activity. Provide a title for the record series.

First, describe why these records are created and what activity they support. The first sentence of the description should say, "These records document ...".

Next, list the types of documents typically found in the files, or the major data fields in the database. The second sentence of the description should say, "They may include, but may not be limited to, ..., ..., and ....".

Identify how long the records need to be kept. Format the retention period as follows:

RETAIN UNTIL: [What event or activity triggers the clock on the retention period?]

PLUS: [How long are the records needed after the trigger? Days, months years?]

THEN: [Are the records destroyed or transferred to the Archives of Michigan at the end of the retention period?]

3. Fill out the Local Government Contact Information form. Send both the completed Record Inventory and Local Government Contact Information forms to DTMB Records Management Services via email at recordscenter@michigan.gov for review.

4. When the draft is ready for approval, DTMB Records Management Services will use the State of Michigan eSignature tool to send the schedule to the agency representative for signing. The agency contact person will be notified when the schedule is approved.

5. Distribute the newly approved schedule to affected employees and establish a routine for disposing the records according to the provisions of the schedule.


Updated 8-13-2024