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This sample policy can help CAAs to build their own record retention and destruction policy in compliance with federal and state laws, including the CSBG Organizational Standards, the Uniform Guidance, Form 990, and the Sarbanes-Oxley Act.

CAPLAW’s Policies in Practice: Record Retention Policy webinar discussed this updated sample policy and the types of organizational documents that it covers, how to choose appropriate record retention periods, and how the policy promotes good governance practices.

Related Resources:

CAPLAW Legal Updates

CAPLAW Legal Updates

This archive of CAPLAW legal updates and e-News bulletins contains timely information on the legal and financial topics important to the Community Action network.

CAPLAW Legal Updates

CAPLAW News Alerts

This archive of CAPLAW news alerts contains breaking news on the legal and financial topics important to the Community Action network.