Local Government Records Committee Tool

Welcome to the Local Government
Records Committee Tool

In 1993, the Legislature created a Local Government Records Committee (MCA 2-6-1201) to oversee the preservation and disposal of public records kept by local governments and school districts.

The Local Government Records Committee meets at least twice a year to approve, modify, or reject proposals for local government and school district records retention and disposition schedules. The subcommittee consists of the state archivist, one of the local government records managers, and the representative of the department of administration.


Skip to Retention Schedules and InformationSkip to Retention Schedules and Information

Skip to Add/Change Retention ScheduleSkip to Add/Change Retention Schedule

Skip to Request to Dispose RecordsSkip to Request to Dispose Records

Skip to Committee MembersSkip to Committee Members

Retention Schedules and Information

Retention provides a minimum period of time that a specific type of record must be retained and preserved and the appropriate disposal method (toss, shred, etc).


View the current Local Government (City, County) Records Retention Schedules and Information.


Add/Change Retention Schedule

If your agency needs to add a record series to the general schedule, or change a record series, please use the forms below:

To add a retention schedule to a record series:

Template and Instructions - PDFTemplate and Instructions - PDF
Template and Instructions - WordTemplate and Instructions - Word Doc

To change the retention schedule of a record series:

Request for Change in Records ScheduleRequest for Change in Records Schedule


Please mail or email a signed original form to:
Local Government Services Bureau
P.O. Box 200547
Helena MT 59620-0547

SOSLocalGovtRecCom@mt.gov


Request to Dispose Records

To submit a request for disposal, complete the Local Government Disposal Authorization Form

Please mail or email a signed original form to:

Local Government Services Bureau
P.O. Box 200547
Helena MT 59620-0547

SOSLocalGovtRecCom@mt.gov


Local Government Committee Members

If you have questions, please contact us at SOSLocalGovtRecCom@mt.gov or call Beth at 406-444-9135.

Marty Rehbein
City of Missoula
Office of the City Clerk

Jodie Foley
Montana Historical Society
State Archives

Carly Jay Anderson
Beaverhead County
Clerk of the District Court

Keith Belcher
Missoula County Records Manager

Bonnie Ramey
Jefferson County
Office of the Clerk and Recorder

Beth Riitano
Department of Administration
Local Government Services

Terry Atwood
Geneology Representative

Joe DeFilippis
Secretary of State - RIM

Rachel Young
Secretary of State’s Office
Records and Information Management

Request to Dispose Records

Introduction to Montana Local Government Records Schedules
Appendix AAppendix A
Appendix BAppendix B

Retention Schedule
Template and Instructions - PDFTemplate and Instructions - PDF
Template and Instructions - WordTemplate and Instructions - Word


InstructionsProcedures


Request for Change in Records Schedule
InstructionsInstructions
Printable PDFPrintable PDF

Disposal Form
InstructionsInstructions
Printable PDFPrintable PDF
Printable PDFFillable Word Form

We hope the information in this toolkit was helpful!

If you have questions, please contact the RIM Division at SOSRecords@mt.gov or call (406) 444-9000.

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