HOME > Continuum > Publications > G12
PDF icon. Download G12 PDF (451KB) Get Acrobat Reader.

Guide to Preparing an Appraisal Report for a One-off Disposal Schedule

2. Appraisal Circumstances

This section explains why the existing records are being appraised at this point in time, not why they were created or are no longer required. (This is covered in section 8, Description and Evaluation of Records.)

Give the reasons for the appraisal project – e.g.

  • lack of storage space
  • public office disestablishment
  • a change in legislative or organisational requirements.

Try to:

  • be clear and informative. Include information on the location and condition of records
  • include information on any difficulties encountered in the appraisal (with the
    exception of relationship issues) and how they were overcome
  • include any special circumstances about the appraisal that do not fit elsewhere in the report.

Try not to include any contract or financial details, or personal information about
individuals involved in the appraisal. If it is relevant to the situation, put such
information in an accompanying memo.

« Previous page Table of contents Next page »
archives logo

Last updated 23 December 2008