[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-302736-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-302736-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","abcd-e1-records-retention-schedule-october-2023","ABCD-E1 - Records Retention Schedule - October 2023","","Records retention schedule defining required retention periods for specific district record types as of October 2023. The schedule includes report categories such as cafeteria plan forms, tax and payroll-related records, academic transcripts, accounting files, audit documentation, annexation committee materials, and board-related records. For each record type, it specifies the retention duration, destruction or preservation method (e.g., shredding, recycling, or filing with state archives), and the responsible record administrator role. 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It also clarifies it is not legal advice and does not replace advice from the board’s legal counsel.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How are cafeteria plan records handled in the schedule?",{"text":68,"@type":64},"The schedule lists specific retention periods and disposal methods for 125 Cafeteria Plan application and billing records, with destruction typically by shredding after the required time.",{"name":70,"@type":61,"acceptedAnswer":71},"What does the schedule specify for permanent records?",{"text":72,"@type":64},"For items marked PERMANENTLY, it indicates N/A for destruction and requires file copies with the corresponding office and state archives, with the responsible administrator noted in the table.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},302736,1790040708,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,114,118,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":111,"show_sort_weight":112,"slug":113},17,"Forms",40,"forms",{"id":115,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":116,"slug":117},18,30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":55,"slug":121},21,"Paper Templates","papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":115,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":90,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":33},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","EXHIBIT DESCRIPTOR CODE: ABCD-E1  \nDisclaimer: The retention schedule below is not all inclusive. Specific questions concerning record retention should be referred to the district's legal counsel or accountant, as appropriate. This document should not be considered as legal advice and is not intended as a substitute for the advice of your board's legal counsel.  \nRECORDS RETENTION SCHEDULE OCTOBER 2023  \n\n| Type of Report | Description | Retention Period | Destruction/Preservation\u003Cbr>Method | Record Admin |\n| --- | --- | --- | --- | --- |\n| 125 Cafeteria Plan Application | Flex Benefit, 125/Cafeteria Plan Application Form | 5 Years After Separation | Shred | BM |\n| 125 Cafeteria plan Billings | Flex Benefit, 125/Cafeteria Plan Billings | 6 Years After Plan's Termination | Shred | BM |\n| 403B Annuities | 403b Annuity Billings/Payment Confirmation | 5 Years After Separation | Shred | BM |\n| 941s | 941 Federal Tax Form/EFTPS | 5 Years After Separation of all Employees on Report | Shred | BM |\n| 1099s | 1099's | 13 Years After CFY | Shred | BM |\n| Academic | Academic Records/Transcripts | Until Update-Destroy Upon Separation | Shred | BM or HR |\n| Accounts Payable | Check Stubs; Check Register; Cancelled Checks; Duplicate Deposit Slips; Financial Software Reports Posting Checks; Invoices and Billings; Journal Entries | 6 Years After CFY (Note: Monthly Reports Containing Information That Will be Printed on a Year-End Report May be Destroyed 5 Years After CFY) | Shred Documents with Account Numbers; Recycle Remaining Documents | BM |\n| Accounts Receivable | Billing Records; Journal Entries; Receipt Books; Records of Delinquent Accounts/Collections; Records of Local, State, Federal, and Grant Funds Received; Revenue Report | 5 Years After CFY | Shred Documents with Account Numbers; Recycle Remaining Documents | BM |\n| Accreditation Reports | Accreditation Reports | 6 Years After CFY | Shred | Admin, BM |\n| Annexation Committee Material | Annexation, Reorganization, and Dissolution Committee Material | PERMANENTLY | N/A, File Copy with Co. Supt. &\u003Cbr>State Archives | BM |\n| Annexation Plans | Annexation, Reorganization, and Dissolution Plans/Agreements | PERMANENTLY | N/A, File Copy with Co. Supt. &\u003Cbr>State Archives | BM |\n| Annual Payroll Report | Annual Payroll Report (for Annual Financial Report) | PERMANENTLY | N/A | BM |\n| Asbestos | Asbestos Reports | PERMANENTLY | N/A | Admin, BM |\n| Audit Reports | External Independent & State Auditor Reports; Internal Audit Reports Documentation of Auditing or Review Procedures Applied, Evidence Obtained, and Conclusions Reached | 5 Years After CFY | Send to State Archives | BM |\n\nRecord Administrator Key: AD = Athletic Director, Admin = Administrator, BM = Business Manager, HR = Human Resources Manager, S = Superintendent, P = Principal  \nEXHIBIT DESCRIPTOR CODE: ABCD-E1  \nRECORDS RETENTION SCHEDULE OCTOBER 2023  \n\n| Type of Report | Description | Retention Period | Destruction/Preservation\u003Cbr>Method | Record Admin |\n| --- | --- | --- | --- | --- |\n| Budgets | Budgets (Proposed & Approved), Budget Hearing Notice, Budget Requests from Departments/Schools, Certificate of Levy, Working Papers | 10 Years for Date of Board Approval | Recycle | BM |\n| Applications | Applications and Resumes (Hires and Non-Hires) | 6 Years After Hiring Decision | Shred | Admin, BM |\n| Activity Trip Student | Activity Trip Permission Slips | 1 Calendar Year in Student's Educational Record | Recycle | Admin |\n| Attendance Student | Attendance Records (Except Special Education Students), Disciplinary Records, Extracurricular Records, Parent Consent Forms, Transfer Notices, Certificates of Immunizations, Honors/Awards, Medical Records not Created by the School, and Accident Reports | Until the Child Turns 21 if the Child Only Attended Elementary School in the District | Shred | Admin |\n|  |  | Until the Child Turns 27 if the Child Attended Middle/High School in the District | Shred |  |\n| Awards | Awards/Honors Record","cbCaijDuwNWgwcFu","https://ap.wps.com/l/cbCaijDuwNWgwcFu","pdf",264466,"English","# Records retention schedule\n## Disclaimer and descriptor code\n## Retention table by report type","[{\"question\":\"What does the disclaimer in the retention schedule state?\",\"answer\":\"It states the retention schedule is not all inclusive and that questions should be referred to the district’s legal counsel or accountant. It also clarifies it is not legal advice and does not replace advice from the board’s legal counsel.\"},{\"question\":\"How are cafeteria plan records handled in the schedule?\",\"answer\":\"The schedule lists specific retention periods and disposal methods for 125 Cafeteria Plan application and billing records, with destruction typically by shredding after the required time.\"},{\"question\":\"What does the schedule specify for permanent records?\",\"answer\":\"For items marked PERMANENTLY, it indicates N/A for destruction and requires file copies with the corresponding office and state archives, with the responsible administrator noted in the table.\"}]","ABCD-E1 - Records Retention Schedule - October 2023 | PDF",1789796448]