Record retention schedules address which values for public records?

• A. Administrative, legal, fiscal and historical values
• B. Only legal value
• C. Only fiscal value
• D. Administrative and legal values only

Answer: (A)

Record retention schedules are built on the idea that public records serve multiple purposes over time. They’re kept not just because of legal requirements, but also to support daily operation, financial accountability, and their lasting significance for history.

Administratively, a record supports the agency’s functions—how decisions are made, how programs run, and how work is documented for ongoing operations. Legally, many records are required to be created or retained to meet statutes, regulations, and potential evidentiary needs in audits or legal proceedings. Fiscally, records tie into budgeting, accounting, and financial reporting, so retention must reflect how long financial information is needed for accountability and audits. Historically, some records have enduring value because they document the agency’s policies, decisions, and evolution, serving as part of the public record for accountability and research.

Because a single record can hold more than one of these values, the retention schedule should address administrative, legal, fiscal, and historical needs. That’s why this option is the best choice: it captures the full range of purposes records may serve over time.