Records Retention Policy


Telephone - 915-5001

The Small Business Development Center is the official repository for documents shown below. The department is responsible for retaining the official copy of a record and serve as the department responsible for the development, maintenance, retention and destruction of records. Records are retained as specified by UM, IHL, State, Federal or outside entity guidelines. Departmental records are retained at the discretion of the department but are encouraged to follow the guidelines outlined in order to reduce labor and save space.


The following files are retained on a permanent basis:

Personnel Records

Departmental Unofficial Copy

The following files are retained for 3 years:

Annual Reports, Client Files (Counseling Cases), Correspondence Files, Financial Records, Quarterly Reports, Semi-Annual Reports

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