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The Backup and Retention Policy serves as a crucial document in modern business operations, particularly given the increasing importance of data management and regulatory compliance. This policy establishes standardized procedures for protecting and preserving organizational data, ensuring business continuity, and maintaining compliance with U.S. federal and state regulations. The policy becomes especially critical in light of various data protection laws and industry-specific requirements, providing a framework for systematic data backup and retention practices while meeting legal obligations for data preservation and accessibility.

1. Purpose and Scope: Defines the objectives of the policy and its applicability across the organization

2. Roles and Responsibilities: Defines the key stakeholders and their responsibilities in implementing and maintaining backup systems

3. Backup Schedule and Frequency: Specifies the timing and frequency of backup operations for different types of data and systems

4. Retention Periods: Details the mandatory retention periods for different categories of data, aligned with legal requirements

5. Backup Procedures: Outlines step-by-step procedures for performing backups, including verification processes

6. Data Recovery Procedures: Details the processes for data restoration and disaster recovery scenarios