[HISTORY: Adopted by the Village Board of the Village of Williams Bay as indicated in article histories. Amendments noted where applicable.]
[Adopted as § 2.08 of the 2011 Code; amended in its entirety 11-7-2016 by Ord. No. 2016-10]
Any record not covered by this article or any regulation or law shall be retained seven years unless the record is added by amendment into this article and a shorter time period is approved by the State Public Records Board. After seven years, except as otherwise provided in this article, the legal custodian may destroy obsolete records.
As used in this article, the following terms shall have the meanings indicated:
LEGAL CUSTODIAN
The individual responsible for maintaining records pursuant to § 19.33, Wis. Stats.
RECORD
Has the meaning defined in § 19.32(2), Wis. Stats.
A. 
Historical records. Notification to the Wisconsin Historical Society (WHS). Under § 19.21(4)(a), Wis. Stats., the Legal Custodian must give at least 60 days' written notice to the WHS prior to destroying records. The WHS shall preserve any records that it determines to be of historical interest. However, the WHS has waived the required statutory sixty-day notice for any record designated in the retention schedule with "waived" (waived notice). The WHS must be notified prior to destruction of any record designated with "notify" (not waived). "N/A" indicates not applicable and applies to any record designated for permanent retention with the original custodian. Notice to the WHS is also required for any record not listed in this article.
B. 
Microfilming or optical imaging of records. The Village may keep and preserve public records through the use of microfilm or optical imaging, providing the microfilm or optical imaging meets the applicable standards in § 16.61(7) (microfilm) and § 16.612 (optical imaging), Wis. Stats. Legal custodians should consider retention periods and estimated costs and benefits of converting records between different media in deciding which records to microfilm or store in the optical disk format. After verification, records converted to microfilm or optical imaging should be destroyed. The retention periods identified in this article apply to records in any media.
C. 
Destruction after request for inspection. No requested records may be destroyed until after the request is granted or 60 days after the request is denied. If an action is commenced under § 19.37, Wis. Stats., the requested record may not be destroyed until after a court order is issued and all appeals have been completed. See § 19.35(5), Wis. Stats.
D. 
Destruction pending litigation. No record subject to pending litigation shall be destroyed until the litigation is resolved. If any legal action is pending regarding or related to the record, the record may not be destroyed without the express authorization of the Village Attorney. No record that is the object of or which has been produced pursuant to a discovery order or a subpoena may be destroyed without the express consent of the Village Attorney.
E. 
Limitation. This article does not authorize destruction of any public record after a period less than that prescribed by statute or state administrative regulations.
F. 
Audio/video recordings. Any audio/video recordings of a governmental meeting of the Village may be destroyed, erased or reused no sooner than 90 days after the minutes of the meeting have been approved and published, if the purpose of the recording was to make minutes of the meeting. Video and audio recordings that are made for any other purpose shall be retained for a period of not less than seven years from the date of the recording unless another period has been set by statute, in which case that retention period shall apply.
G. 
Records that are evidence. No record may be destroyed that has been identified as, or that may have value as, evidence in any civil or criminal legal proceeding, labor arbitration or disciplinary action.
H. 
Compliance with federal or other retention requirements. Notwithstanding the Village of Williams Bay Records Retention Schedule, legal custodians may not destroy any record where any contract, grant, funding conditions, or state or federal statute requires that such records be maintained for a longer period of time.
A. 
Retention period. Refers to the time that the identified records must be kept until destruction.
(1) 
CR stands for "creation," which usually refers to receipt for creation of the record.
(2) 
FIS stands for "current fiscal year" and the additional amount of time as indicated.
(3) 
EVT stands for "event" and refers to an occurrence that starts the retention clock ticking. Close of contract, termination of an employee and the disposition of a case are common events.
B. 
Authority. A source, if any, which specifies the period of time for retaining records.
(1) 
WMRM - Wisconsin Municipal Records Manual.
(2) 
State Statute Reference.
(3) 
SCR - Supreme Court Rule.
(4) 
PSC - Public Service Commission.
(5) 
NR - Natural Resources.
C. 
WHS notice. Refers to whether or not the Wisconsin Historical Society (WHS) has waived the required statutory notification prior to destruction of records.
(1) 
W (waived) means records are not historical and the required sixty-day notification is waived.
(2) 
N (non-waived) means the records may have secondary historical value and therefore WHS notification is required on a case-by-case basis prior to destruction.
(3) 
N/A means not applicable and refers to those circumstances where a local unit of government is retaining the record permanently.
[Amended 12-20-2021 by Ord. No. 2021-13]
The General Records Schedule, Wisconsin Municipal and Related Records, is hereby adopted in its entirety and shall constitute the Village of Williams Bay Record Retention Schedule.[1]
[1]
Editor's Note: The Record Retention Schedule is on file in the office of the Village Clerk.