Developing a Retention and Disposal Authority

The State Records Office (SRO) can assist government organisations with the evaluation of records and the process of developing a Disposal Authority.
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When an existing Retention and Disposal Authority requires major revisions, or the development of a new Retention and Disposal Authority is required, agencies will need to use the SRO’s Online Recordkeeping and Disposal Application (ORDA) to prepare the Schedule and submit it to the SRO.

ORDA is a web-based application that enables government organisation staff, and records consultants working with agencies, to draft and submit Retention and Disposal Authorities to the SRO securely online.  The SRO will provide staff with access to ORDA and assign an SRO staff member to assist the organisation with the development of the Authority.

Agencies should not proceed with revising their existing Retention and Disposal Authority, or developing a new Authority, without prior consultation with the SRO

For information on how to use ORDA please see the Short Guide to using ORDA.

If you require detailed guidance for using ORDA, please refer to the Agency User Manual.

Structure and Content of a Retention and Disposal Authority 

A Retention and Disposal Authority contains 2 sections, the introduction or context, and the function/activity.

The introduction consists of a number of pre-populated text fields that must be completed and or modified to suit your organisation's needs. 

The Introduction also identifies which records will not be transferred to the SRO and which have restricted access.

The function/activity consists of the terms/classes and the retention periods for each category of records.

This section must cover all functions that are unique to your organisation and any legacy functions where records still exist. 

Do not repeat any functions that are included in the GRDA.

The authority must not contain listings of databases held by the organisation. These are listed in your Recordkeeping Plan under Business Information Systems.

ORDA Retention and Disposal Authority Process 

Steps

  1. Contact the State Records Office and let them know that you will be developing a new/revised retention and disposal authority (RDA) for your organisation.
  2. You will need to provide the following information.
    1. Name of Organisation 
    2. Name of organisational editor/s and contact details 
    3. Whether you wish to load your previous RDA (where applicable) Or whether you wish to start from scratch. 
  3. The State Records Office will set up a template with your organisation’s details in ORDA. You will receive an email with your login and password to access ORDA. When you log in you will see your RDA template ready to go. 
  4. Your organisation will then develop your RDA using the template. State Records Office staff will provide as much help as you require. Please also refer to the Developing a Retention and Disposal Authority for State Government Organisations link below.
  5. You can submit your completed RDA to the State Records Office via the ORDA ‘Submit to the SRO’ button.
  6. The State Records Office will then make comments and provide guidance where applicable. The RDA can be submitted via the 'Submit to the SRO' button, as many times as you require. 
  7. Once the authority has been developed, the State Records Office will submit the RDA to the State Records Advisory Committee (SRAC). The role of SRAC is to ensure that the recommendations submitted by the State Records Office and State government organisations are given due consideration. The SRAC meet several times a year. 
  8. After the SRAC meeting your organisation may be required to amend the RDA before it can be endorsed. 
  9. Once endorsed by SRAC, the RDA will be presented to the State Records Commission (SRC) for final approval. The SRC meets 3 times a year.Your organisation will receive a letter from the SRC when the RDA has been approved. 
  10. The new approved RDA must replace any previous RDAs in the organisation. 
  11. Your organisation’s RDA will need to be reviewed every 5 years to make sure it still covers all the functions of the organisation. The RDA information is included in your record keeping plan. 

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