RUNNING YOUR CHAPTER - RECORD KEEPING
ACC, with the assistance of ACC Alliance Partner Jordan Lawrence and chapter volunteers, developed the following record retention policy that should guide your operations. To assist you with implementing this policy, ACC offers technology that allows you to post electronic documents online via Microsoft SharePoint Taking advantage of the SharePoint protects you from the exposure associated with maintaining records in an e-mail account.
| Record Type Category | Description of Records | Retention Period |
|---|---|---|
| Board Meeting Materials | Minutes, supporting materials and handouts | Permanent |
| Organizing Documents | Bylaws | Permanent |
| Correspondence | Letters from sponsors, e-mails and letters from members, letters from ACC and solicitations. | 1 year from the date of correspondence |
| Financial Records | Monthly reports to Treasurer, P&L for specific program, credit card charges and bank statements | 7 years from the date of the record |
| MCLE Signups | Record of attendee for credit and possible audit | 5 years from the date of the event |
| Program Documentation | Final versions of all programs, evaluation forms, attendance records, marketing materials, etc. | 5 years from the date of the event |
