Project a accessibility compliance record-retention deadline from a selected trigger date, policy term, and any known extension. The calculator also works backward to produce an internal review date before disposal or archival action. Because the correct trigger and term vary by jurisdiction, record class, contract, and active hold, enter the values from your controlling schedule rather than treating the defaults as a legal requirement.
Deadline = trigger date + retention years + additional months + hold-extension days
Review date = deadline − advance-notice days. Calendar arithmetic is applied in that order.
The deadline is the end of the entered calendar term, while the advance date is an operational reminder to verify whether disposal is permitted.
This planning estimate is not legal advice; confirm obligations, limitation periods, and enforcement rules with qualified counsel and the relevant authority.
A January 15, 2026 trigger plus 5 years produces January 15, 2031. With no additional months or hold days, a 90-day advance review falls on October 17, 2030.
No. It is a planning calculation based only on the values entered and does not determine legal obligations or outcomes.
Use controlling policy or legal values for requirements and measured operating data for time, cost, probability, or workload assumptions.
Run separate low, expected, and high scenarios and document the source and date of every assumption.
No. Compliance also depends on scope, controls, evidence, implementation quality, and the applicable jurisdiction or contract.
Recalculate after a rule, policy, contract, workload, staffing level, cost, control, or risk assumption changes.
| Input | Use |
|---|---|
| Trigger date | Starts the retention clock |
| Years and months | Policy-defined calendar term |
| Hold days | Entered extension only |