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Thank you for all your information and guidance! It has really helped me formulate a plan of attack :) I feel I have a much better handle on the situation. Some of the suggestions were something that I already knew, but I needed the confirmation that I was headed in the right direction and the boost of confidence that I desperately needed.
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One last point: here is a list of ARMA publications on the subject:

http://www.arma.org/r2/how-do-i--/how-to-build-a-retention-schedule





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