Best Practices: Project-Records Retention

GBA Business Practices Committee

This is the updated version of previously published Practice Alert on  Project-Records Retention. Accurate records are critically important for resolving a dispute or defending a lawsuit. Not having the information you need when you need it can be disastrous. But sometimes retaining too much information can be disastrous, too. This revised publication gives recommendations on what project records you should keep and what not to keep. It also gives recommendations on how long and where those records should be kept. It is a guideline for the firms, but this will be also depend on the company policies.

The GBA Best Practices series of documents, available to members only, provides guidance on geoprofessional business-practice issues. As indicated by the name, Best Practices, it is a combination of great ideas and proven actions our members have gathered through collaboration into one document. The document was produced by GBA’s Business Practices Committee and reviewed by GBA’s Legal Affairs Committee for all members to consider when establishing or updating document retention policies.

GBA Best Practices documents are free for all members.