8605: Retention of District Records

Gooding Jt. School District 231

 

NONINSTRUCTIONAL OPERATIONS                                                                              8605

 

Retention of District Records

 

In compliance with Idaho Code, the Board of Trustees establishes the following guidelines to provide administrative direction pertaining to the retention and/or disposal of District records. This schedule likewise identifies the anticipated physical location where such records may be kept or maintained by the District, in addition to the possible document retention of all categories of records on the school’s servers and computer systems.

 

The District’s Public Records Custodian(s), in conjunction with the Superintendent, or designee, is responsible for the maintenance, safeguarding, and destruction of the District’s records.

Performance of such duties shall be in cooperation with the District’s Business Office, Directors of Maintenance and Transportation, Technology Coordinator, the Principals at the school’s buildings, and other administrative personnel employed by the District. However, each school employee is likewise responsible for having knowledge of this policy and the requirement to safeguard the District’s records, electronic or otherwise, consistent with the chart below.

 

The District’s Public Records Custodian(s) shall work in conjunction with the District’s Technology department to assure that the school’s staff is aware of the routine destruction of electronic District records, including emails, such that they are able to assure that the District’s public records are retained consistent with this schedule, regardless of whether they are maintained in a hard copy or an electronic copy. In such a process, the District’s employees need to retain District records included on the schedule below, particularly student educational records, personnel records, and investigative records, in a format that is not part of the District’s routine electronic records destruction and/or notify the technology personnel of the District that a particular document is not to be destroyed as part of the routine destruction of electronic records.

 

Unless otherwise prohibited by applicable law, all District records may be maintained electronically and/or in hard physical copy.

 

Method of Destroying Official Records

 

The District’s official records, and any copy thereof that may be deemed to be confidential and/or not intended to be disseminated to the public, will be shredded before disposal.

 

Destruction of Email and Other Electronic Communications

 

The District will store emails for a maximum period of five (5) years after an employee leaves the district. All email will be automatically deleted from the District’s system at the end of this retention period. It is the responsibility of every district employee to assure that District documents that need to be retained for a longer period of time due to federal law, State law, or the provisions of this policy are retained accordingly and in a different format than email. An

 

employee’s failure to retain District documents accordingly could serve as a basis for discipline, up to and including possible termination.

 

Suspending Destruction of Official Records

 

The District will immediately cease the destruction of all relevant records, including electronic records, even if destruction is authorized by an approved Retention Schedule, for the following reasons:

 

  1. If the District receives a public records request;
  2. If the District believes that an investigation or litigation is imminent; or
  3. If the District is notified that an investigation or litigation has

 

The Public Records Custodian(s) and Superintendent are responsible for carrying out this policy.

 

If relevant records exist in electronic formats (such as email, digital images, word processed documents, databases, backup tapes, etc.) the District’s Administrative personnel shall notify its information technology staff to cease the destruction of records relating to the subject matter of the suit/potential suit or investigation. Failure to cease the destruction of relevant records could result in penalties against the District.

 

District records shall be retained and/or disposed of as follows:

 

DISTRICT RECORDS RETENTION SCHEDULE

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

ADMINISTRATION—ATTENDANCE–ANNUAL

ATTENDANCE SUMMARIES BY BUILDING

PM

DO, SB

ADMINISTRATION—ATTENDANCE—

Enrollment attendance data

3 yr

DO, SB

ADMINISTRATION—OATHS OF ELECTION—

until canvassed and recorded in the minutes

Not less than 8 months following election

DO

ADMINISTRATION—CONTRACTS FOR THE

SALE AND PURCHASE OF REAL PROPERTY

PM

DO, SB, DM, DT

ADMINISTRATION—CONTRACTS AND LEASES

AC +6 yr

DO

ADMINISTRATION—GENERAL

CORRESPONDENCE

3 yr

DO, SB

ADMINISTRATION—DONATION/GIFT RECORDS

PM

DO, SB

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

ADMINISTRATION—BOARD MEETINGS—

AGENDA AND MINUTES: Official minutes and agenda of open meetings

PM

DO

ADMINISTRATION—BOARD MEETINGS—

CLOSED: Certified agendas or tape recordings of closed meetings

PM—Restricted Access

DO

ADMINISTRATION—ORGANIZATION

CHARTS: Any documentation that shows program accountability

PM

DO, SB, DM, DT

ADMINISTRATION—EDUCATION PROGRAM

REVIEW RECORDS

AC+3 yr

DO, SB

ADMINISTRATION—OFFICIAL STATE

DEPARTMENT REPORTS

PM

DO

ADMINISTRATION—SCHOOL CERTIFICATION

REPORTS

PM

DO

ANNUAL REPORTS

PM

DO

APPEAL AND REVIEW RECORDS—Records

may include but are not limited to narrative history or description of appeal; minutes and testimony; exhibits; reports and findings of fact; final orders, opinions, conclusions, or decisions; audio recordings; hearing schedules and lists of participants; and related

correspondence and documentation.

PM

DO

BOARD MEMBER RECORDS—Series documents board activities and serves as a reference source for board members. Records may include but are not limited to correspondence, plans, statements of goals and objectives, budgets, financial statements, reports, other reference material. Records are often compiled in

a notebook or electronically for each member.

AC+3 yr

NOTE: Some materials may warrant long-term retention. These materials should be reviewed for archival materials.

DO

BOARD RECORDS—Series documents the official proceedings of the board meetings. Records may include meeting notices; items for Board action; contested case hearings schedules; committee reports; exhibits; and related correspondence and documentation. Records may also include audio

recordings of meetings used to prepare summaries.

PM

DO

COMPUTER SYSTEMS-BACKUPS—Backups on

tape, disk, CD, DVD, etc.

CAUTION: Records stored in this format can be subpoenaed during litigation.

US or 1 year

DO

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

EQUIPMENT-HISTORY FILE—Equipment service

agreements, includes maintenance agreements, installation, and repair logs, etc.

LA+3 yr

DO, DM, DT

EQUIPMENT MANUALS—Instruction and

operating manuals

LA

DO, SB, DM, DT

EQUIPMENT WARRANTIES

AC+1 yr

DO, SB, DM, DT

FACILITIES OPERATIONS-APPRAISALS—

Building or property

3 yr

DO

FACILITIES OPERATIONS-BUILDINGS PLANS

AND SPECIFICATIONS—Includes architectural and engineering drawings, etc.

PM

For leased structures retain AC+2

DO, DM

FACILITIES OPERATIONS-BUILDINGS, CONSTRUCTION CONTRACT, INSPECTION RECORDS AND PROJECT FILES—Building

construction contracts, surety bonds and inspection records, Planning, design, construction records, and all bids, etc.

LA

DO, SB, DM

FACILITY OPERATIONS—DAMAGE REPORTS;

LOST AND STOLEN PROPERTY REPORTS

FE+3 yr

DO, SB, DM, DT

FACILITY OPERATIONS-PROPERTY

DISPOSAL RECORDS—Documenting disposal of inventoried property

PM

DO

FACILITY OPERATIONS-PROPERTY MANAGEMENT SEQUENTIAL NUMBER LOGS—

Property logs

US+3 yr

DO, SB, DM

FACILITY OPERATIONS-SECURITY ACCESS

RECORDS—Documents the issuance of keys, identification cards, passes, passwords, etc.

AC+2 yr

AC=Until superseded, date of

expiration, or date of termination, whichever is sooner

DO, SB, DM

FACILITY OPERATIONS-SURPLUS PROPERTY

SALE REPORTS

PM

DO, DM

FACILITY OPERATIONS-UTILITY USAGE

REPORTS

1 yr

DO, DM

FACILITY OPERATIONS-VEHICLE

OPERATION LOGS

1 yr

DO, DT

FISCAL-ACCOUNTS PAYABLE/RECEIVABLE

LEDGERS

FE+3 yr

DO, SB

FISCAL-ANNUAL FINANCIAL REPORTS

PM

DO, SB, DM, DT

FISCAL-RESERVE ACCOUNT INVESTMENT

STATEMENTS

FE+4 yr

DO, SB

FISCAL-ANNUAL OPERATING BUDGETS AND

APPROVED REVISIONS

FE+3 yr

DO, SB, DM, DT

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

FISCAL-APPROPRIATION REQUESTS—Includes

any supporting documentation in the appropriation request

FE+3 yr

DO, SB, DM, DT

FISCAL-FINAL AUDIT REPORTS

PM

DO, SB

FISCAL-BANK STATEMENTS

FE+3 yr

DO, SB

FISCAL—PAYMENT RECORDS AND

SUMMARIES

FE+2 yr

DO, SB, DM, DT

FISCAL-CANCELLED CHECKS—

Stubs/Warrants/Drafts

FE+3 yr

DO, SB

FISCAL-CAPITAL ASSET RECORDS

LA+3 yr

DO, SB, DM, DT

FISCAL-CASH RECORDS—Cash deposit slips; cash

receipts log

FE+3 yr

DO, SB

FISCAL-DEEDS AND EASEMENTS—Proof of

ownership and right-of-way on property

PM

DO

FISCAL-detail chart of accounts—One for all

accounts in use for a fiscal year

FE+3 yr

DO, SB

FISCAL-EXPENDITURE JOURNAL OR

REGISTER

FE+3 yr

DO, SB

FISCAL-EXPENDITURE VOUCHERS—Travel,

payroll, etc.

AC+6 yr

AC= Termination of employment

DO, SB, DM, DT

FISCAL-EXTERNAL REPORTS—Special purpose,

i.e. federal financial reports, salary reports, etc.

FE+3 yr

DO, SB, DM, DT

FISCAL-FEDERAL TAX RECORDS—Includes

FICA records

PM

DO

FISCAL-FEDERAL FUNDING RECORDS—Title I;

Chapter 2; IDEA Part B

FE+5 yr

Or until all pending audits or reviews are completed

DO

FISCAL—FEDERAL—USDA

AC+3 yr

AC=submission of final expenditure

DO

FISCAL-GENERAL LEDGERS; GENERAL

JOURNAL VOUCHERS

FE+3 yr

DO, SB

FISCAL-GRANTS—State and Federal

AC+3 yr

AC=End of grant or satisfaction of all uniform administrative requirements for the grant CAUTION: Retention requirements may vary depending

on the specific federal funding agency

DO, SB

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

FISCAL-INSURANCE CLAIM FILES

AC+3 yr

AC=Resolution of claim

DO

FISCAL-INSURANCE POLICIES—all types

AC+6 yr

AC=expiration or termination of policy according to its terms

DO

FISCAL-LONG-TERM LIABILITY RECORDS—

Bonds, etc

AC+4 yr

AC=retirement of debt

DO

FISCAL-RECEIPTS JOURNAL OR REGISTER

FE+3 yr

DO, SB, DM, DT

FISCAL-RECONCILIATIONS

FE+3 yr

DO, SB

FISCAL-REIMBURSABLE ACTIVITIES—Requests

and approval for reimbursed expenses for travel, training, etc.

FE+3 yr

DO, SB

FISCAL-RETURNED CHECKS—Uncollectable

warrants or drafts

AC+3 yr

AC=After deemed uncollectible

DO, SB

FISCAL-SIGNATURE AUTHORIZATIONS—

Records authorizing an employee to initiate financial transactions for agency. Also, spending authority

limits

US+FE+3 yr

DO

LEGAL-LITIGATION FILES

PM

CAUTION: May contain attorney-client privileged

information

DO, SB, DM, DT

LEGAL-OPEN RECORDS REQUESTS—

documentation relating to approved or denied requests for records under Idaho Public Records Law

PM

DO

LEGAL-OPINIONS AND ADVICE—Does not

include legal opinions or advice rendered on a matter in litigation or with regard to pending litigation

PM

CAUTION: May contain attorney-client privileged

information

DO, SB

INSTRUCTIONAL—Distance learning instruction that is recorded by the District. Such recording is not required by this policy.

[Until [SELECT ONE: one month OR two months] following the end of the

semester/trimester.

Electronic

INSTRUCTIONAL—Records on annual cumulative effect use of copyrighted materials and proof of

permission to use copyrighted materials

5 years after last use.

SB

NEWS OR PRESS RELEASES

PM

DO, SB

PERSONNEL-ACCUMULATED LEAVE

ADJUSTMENT REQUEST—Used to create and adjust employee leave balances

AC+6 yr AC=Termination of employment

DO, SB, DM, DT

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

PERSONNEL-APPLICATIONS FOR

EMPLOYMENT—HIRED—Applications, etc. required by employment advertisement

AC+5 yr

AC=Termination of employment

DO, SB, DM, DT

PERSONNEL-APPLICATIONS FOR

EMPLOYMENT—NOT HIRED—Applications, resumes, etc. required by employment advertisement

AC+2 yr

AC=Date position is filled

DO, SB, DM, DT

PERSONNEL-BENEFIT PLANS

PM if current, US+6 yr

DO

PERSONNEL-COMPLAINT RECORDS—

Complaints received and records documenting their resolution

FE+3 yr

CAUTION: If a complaint becomes the subject of litigation, it is subject to a longer retention

period

DO, SB, DM, DT

PERSONNEL-CORRECTIVE ACTION—those

actions which do not affect pay, status, or tenure and are imposed to correct or improve job performance

PM

CAUTION: If during the retention period these records are used to support personnel disciplinary action, the records should be

retained according to Personnel Disciplinary Action series.

DO, SB, DM, DT

PERSONNEL-DISCIPLINARY ACTION

DOCUMENTATION—those actions that affect pay or status. They include demotion, dismissal, etc.

PM

DO, SB, DM, DT

PERSONNEL-EMPLOYEE STATEMENTS

(Affidavits)—for insurance, personnel or other uses for which administration has sought such statements

PM

DO, SB, DM, DT

PERSONNEL-EMPLOYEE BENEFITS—documents

relating to selection of benefits other than insurance

AC+6 yr

AC= Termination of employment

DO

PERSONNEL-EMPLOYEE COUNSELING

RECORDS—Notes, etc. relating to job-specific counseling

PM

DO, SB, DM, DT

PERSONNEL-EMPLOYEE DEDUCTION

AUTHORIZATIONS—documents relating to all deductions of pay

AC+5 yr

AC=After termination of employee or after amendment, expiration, or termination of authorization, whichever is sooner.

DO

PERSONNEL-EMPLOYEE EARNINGS RECORDS

PM

DO

PERSONNEL-EMPLOYEE INSURANCE

RECORDS—District copy of selection records by employees of insurance offered by the District

AC+6 yr if current AC= Termination of employment,

US+ 5 yr

DO

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

PERSONNEL-EMPLOYEE RECOGNITION

RECORDS—Awards, incentives, etc.

PM

DO, SB, DM, DT

PERSONNEL-EMPLOYMENT ANNOUNCEMENT

2 yr

DO

PERSONNEL-EMPLOYMENT CONTRACTS

Original dates of hire +50 yr

DO

PERSONNEL-EMPLOYMENT ELIGIBILITY—

Documentation or verification of Federal report form INS I-9

PM

DO

PERSONNEL-EMPLOYMENT SELECTION

RECORDS—all records that document the selection process: i.e. polygraph, physicals, interview notes, etc.

5 yr CAUTION: Does not include criminal history checks

DO, SB, DM, DT

PERSONNEL-FORMER EMPLOYEE

VERIFICATION RECORDS—minimum information includes name, social security number, exact dates of

employment and last known address

PM

DO

PERSONNEL-GRIEVANCE RECORDS—review of

employee grievances against policies and working conditions, etc. Includes record of actions taken.

PM

DO, SB, DM, DT

PERSONNEL-HIRING PROCESS—CRIMINAL

HISTORY CHECKS—criminal history record information on job applications

PM

DO

PERSONNEL-JOB PROCEDURE RECORD/JOB

DESCRIPTION—any document detailing duties of positions on position-by-position basis

US+8 yr

DO, SB, DM, DT

PERSONNEL-LEAVE STATUS REPORT—

cumulative report for each pay cycle showing leave status

FE+3 yr

DO

PERSONNEL-LIABILITY RELEASE FORM—

statements of employees, patrons, etc. who have released the District from liability

PM

DO

PERSONNEL-LICENSE AND DRIVING RECORD CHECK

PM

DO, DT

PERSONNEL-OVERTIME AUTHORIZATION &

SCHEDULE

5 yr

DO, SB, DM, DT

PERSONNEL-PAYROLL-DIRECT DEPOSIT APPLICATION/AUTHORIZATION

AC+6 yr

AC= Termination of employment

US+3 yr

DO

PERSONNEL-PAYROLL-INCOME ADJUSTMENT

AUTHORIZATION—used to adjust gross pay, FICA, retirement or compute taxes

AC+6 yr

AC= Termination of employment

US+3 yr

DO

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

PERSONNEL-PAYROLL-Garnishment agreements

and related revisions

AC+3 yr

AC= Termination of employment

DO

PERSONNEL-PERFORMANCE EVALUATION

PM

DO. SB, DM, DT

PERSONNEL-PERSI ENROLLMENT FILE

PM

DO

PERSONNEL-PERSI RECORD OF HOURS

WORKED—Irregular help, half-time or greater

Date of hire +50 yr

DO

PERSONNEL-PERSI TERMINATION RECORD

PM

DO

PERSONNEL-PERSONNEL INFORMATION—

documents that officially change pay, titles, benefits, etc.

PM

DO

PERSONNEL-POLICY AND PROCEDURES

MANUAL—any manual, etc. that establishes standard employment procedures

PM

DO, SB, DM, DT

PERSONNEL-RESUME-UNSOLICITED

1 yr

DO, SB, DM, DT

PERSONNEL-SICK LEAVE POOL

DOCUMENTATION—requests submitted, approvals, number of hours transferred in an out, etc.

LA+3 yr

DO

PERSONNEL-TIME CARD AND TIME SHEET

PM

DO, SB, DM, DT

PERSONNEL-TIME OFF AND/OR SICK LEAVE

REQUEST

5 years

DO, SB, DM, DT

PERSONNEL-TRAINING AND EDUCATIONAL ACHIEVEMENT RECORD-INDIVIDUAL—records

documenting training, testing, or continued education

PM

DO, SB, DM, DT

PERSONNEL-UNEMPLOYMENT CLAIM

RECORD

5 yr

DO

PERSONNEL-UNEMPLOYMENT

COMPENSATION RECORDS

AC+5 yr

DO

PERSONNEL-W-2 & W-4 FORMS

5 yr from date of termination

DO

PERSONNEL—WORKER’S COMPENSATION

POLICIES

AC+10 yr

AC=expiration of policy

DO

PROCUREMENT-PERFORMANCE BOND—bonds

posted by individuals or entities under contract with District

PM

DO

PROCUREMENT-PURCHASING LOG—Log, etc.

providing a record of purchase orders issued, orders received, etc.

FE+3 yr

DO, SB, DM, DT

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

PROCUREMENT-BID DOCUMENTATION—

includes bid requisition/authorizations, invitation to bid, bid specifications, and evaluations

FE+3 yr

CAUTION: If a formal written contract is the result of a bid, etc., the bid and its supporting documentation must be retained for the same period as the

contract.

DO, DM, DT

RECORDS MANAGEMENT—RECORDS RETENTION SCHEDULE; DISPOSITION LOG

(listing records destroyed or transferred); CONTROL MATERIALS (indexes, card files, etc.); DESTRUCTION APPROVAL SIGN-OFFS

PM

DO, SB, DM, DT

SAFETY-ACCIDENT REPORTS

8 yrs*

For Minors, 8 yrs after minor reaches age of 18

DO, SB, DM, DT

SAFETY- OCCUPATIONAL INJURY RECORDS

AC+3 yr

AC= Termination of employment

DO, SB, DM, DT

SAFETY-DISASTER PREPAREDNESS AND

RECOVERY PLANS

PM

DO, SB, DM, DT

SAFETY-EVACUATION PLANS

PM

DO, SB

SAFETY-FIRE ORDERS—issued by fire marshal to

correct deficiencies in compliance with the fire code

AC+6 yr

AC=deficiency corrected

DO, SB, DM

SAFETY-HAZARDOUS MATERIALS DISPOSAL

RECORDS—Material safety data sheets must be kept for those chemicals currently in use that are affected by the Hazard Communication Standard in accordance

with 29 CFR § 1910.1200(g).

PM

DO, DM

SAFETY-INCIDENT REPORTS—Reports

concerning incidents which, upon investigation, were of a non-criminal nature

6 yr (or 30 yr*)

*Exposure records require 30 year retention per 29 CFR § 1910.1020(d)(ii)(B)Footnote(1)

DO, SB, DM, DT

SAFETY-INSPECTION RECORDS—Fire, safety,

and other inspection records of facilities and equipment

AC+6 yr

AC=Date of the correction of the

deficiency, if the inspection report reveals a deficiency.

DO, SB, DM

SAFETY-MATERIAL DATA SAFETY SHEETS

30 yrs after the end of use of the substance

DO, DM

SAFETY-WORKPLACE CHEMICAL LISTS

30 yr

DO, SB, DM

STUDENTS-EDUCATION RECORDS—Student’s

name, birth date, last address, dates of attendance, graduation date and grades earned

As described in Procedure 3570P.

DO, SB

 

Retention Codes

 

 

AC—After closed, terminated, completed, expired, settled, or last date of contact

FE—Fiscal Year End (June 30th)

LA—Life of Asset PM—Permanent US—Until Superseded

DO – District Office

SB – School Buildings DM – District Maintenance DT – District

Transportation

RECORDS DESCRIPTION

RETENTION PERIOD

 

STUDENTS-SPECIAL EDUCATION RECORDS—

educational records, including eligibility documentation and IEPs

FE+6 yr except as specified in

Policy 3570P

DO, SB

STUDENTS-MEDICAID RECORDS-claims,

reimbursements, and supporting documentation

FE +5 yr

DO, SB

VEHICLE-INSPECTION, REPAIR AND

MAINTENANCE RECORDS

LA+1 yr

DO, DT

VEHICLE-TITLE AND REGISTRATION

1 yr

DO, DT

VOLUNTEER RECORDS—records may include recruitment and selection records, volunteer personnel and intern personnel information forms, intern agreements, volunteer and intern time records, emergency notification forms, insurance

documentation and correspondence

AC+3 yr

AC=End of term of volunteer or intern

DO, SB

WEBSITE/WEB PAGES

INTERNET/INTRANET—system development documentation for initial setup; subsequent changes and content of pages

PM

DO, SB

 

In the event that District records do not correspond to any of the above listed categories, the Superintendent will determine the period of retention for a particular record.

 

 

Cross References:

2150P

3570

3570P

Copyright Compliance Student Records Student Records

Legal References:

I.C. § 33-508

I.C. § 33-701(8)

I.C. § 56-209h

I.C. § 67-4131

 

I.C. § 74-101

I.C. § 74-119

Duties of Clerk

Fiscal Year—Payment and Accounting of Funds Administrative Remedies

Records Management Services—Rules, Guidelines, Procedures

Definitions Agency Guidelines

 

Other References:       State Board of Education – Agency Specific Records Retention Schedule of the Records Management Guide, Idaho Records Center

SDE Idaho Special Education Manual, current edition

 

Policy History: Adopted on: 9/13/16 Revised on: 11/15/22 Reviewed on:

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