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General Records Retention Schedule

MCA 2-6-1002 defines a public record as being “public information that is fixed in any medium and is retrievable in usable form for future reference”. This includes both physical records and electronic records, because a record is a record, no matter what medium it resides on or within.

STATE OF MONTANA
SECRETARY OF STATE
RECORDS AND INFORMATION MANAGEMENT (RIM) GENERAL RECORDS RETENTION SCHEDULE
Records Category RECORDS & INFORMATION MANAGEMENT
General Schedule Number 9
Revised Dec. 2015

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at Item Record Series Title Distribution Office Records Center Total Disposition
1 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 1 Catalogs, Journals & Other Published Materials Agency Destroy when they have served their purpose
2 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 2 Photo Copies of Bulletins & Correspondence prepared for reference or information Agency Same as item 1
3 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 3 Notices & Memoranda that do not relate to the Agency’s functions or responsibilities (employee meetings, community notices, holiday, etc.) Agency Same as item 1
4 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 4 Preliminary drafts of any report, letter, memoranda or worksheet Agency Same as item 1
5 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 5 Reproduction material: Stencils, Hectographs, Offset Plates Agency Same as item 1
6 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 6 Routing Slips Agency Same as item 1
7 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 7 Shorthand notes, Steno-tapes & Recordings which have been transcribed Agency Same as item 1
8 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 8 Telephone messages, “while you were away” slips, or other forms used to convey non-policy messages Agency Same as item 1
9 vagtarap 16/04/2026 10:42 AM vagtarap 16/04/2026 10:42 AM 9 Stocks of Agency publications & printed documents which are superseded or updated Agency four copies to State Library

The State Records Committee (SRC) has designated all records marked as “No RM5 Required” will not require approval from the SRC prior to destruction. If the ‘Disposition’ above lists “Offer to State Archives” you must contact the Historical Society at 444-7427 or [email protected] before disposing.