Asset Management and Fixed Assets

#1

Under the supervision of my manager, I take care of the filing system in our RD, including dealing with the records and retention schedule. I just ran into something that doesn't show up on my list and I'm wondering if anyone can help.


I have created an Asset Management file and a Fixed Assets file in the Finance section of our filing book, but I can find nothing relating to the retention schedule for either one of these in the LGMA listing. Does anyone have any suggestions?

#2

Hi Caroline,

Speaking with my colleague and former clerk it sounds like there were some recent changes to the LGMA and asset management. Perhaps you may want to look into getting the updated sections? Here is a link to the 2015 Update - http://www.civicinfo.bc.ca/event/2015/RecordsManual.asp.

#3

That was just the ticket. 1835 - Fixed Assets with a retention schedule of CY+1 - 6y - D. Thanks Francyne!

#4

Oh good! Glad to help. :-)