1.21 added by Resolution No

6-2026 dated March 17, 2026;

passed March 17, 2026; published May 7, 2026; effective

May 21, 2026.

APPENDIX A

RECORDS RETENTION/DISPOSITION SCHEDULE

I.

II.

Legend.

The following terms and abbreviations are used in the records retention schedule:

AT

C

CR

EVT

FIS

N

N/A

P

PII

S

W

WHS

WPRB

Historical Records.

After Termination

Confidential

Creation or Receipt (typically the retention is calculated from the

creation or receipt of a record, plus the designated number of

years)

Event (typically the retention is calculated from an event, such as

the close of a case or end of the project, plus the designated

number of years)

Fiscal (meaning the current fiscal year and the designated number

of years)

Notify WHS before destruction

Not Applicable

Permanent

Personally Identifiable Information (has the meaning specified in

§ 19.62(5), Wis. Stats.)

Until Superseded

Waived Notification

Wisconsin Historical Society

Wisconsin Public Records Board

Notification to Wisconsin Historical Society is required under § 19.21(4)(a), Wis. Stats.,

notice must be given to WHS sixty (60) days prior to the destruction of any record.

III.

Retention.

Counties should pay close heed to and scrupulously follow the minimum retention period.

Seven (7) years is the default retention period. (§ 19.21(5)(c), Wis. Stats.)

IV.

Before Destruction.

A.

Sixty (60) days prior written notice of destruction must be given to the Wisconsin

Historical Society (WHS) pursuant to § 19.21(5)(d), Wis. Stats. This does not apply to any record

listed in the schedule and designated “waived”.

B.

Determine if litigation/audit/public records request is pending. If so, place “hold”

on records (i.e. cease all disposition activity) until:

i.

after the public record request is granted or sixty (60) days after request is

denied (§ 19.35(5), Wis. Stats.) or

ii. until any litigation or audit is fully and finally resolved.