HomeMy WebLinkAboutDispositions Forms_06-08_12/17/2008_Clerk` ~ RECORDS DISPOSITION DOCUMENT No. 6-08
Revised 11/9/07 PAGE OF 1 PAGES
1. AGENCY
Village of Tequesta 2. DEPARTMENT 3. BUREAU
N/A
4. ADDRESS (Street, City, and Zip Code) 5. CONTACT (Name and Telephone Number)
345 Tequesta Drive Lori McWilliams, CMC
Tequesta, FL 33469 561-575-6200 ext. 244
6. SUBMITTED BY: I hereby certify that the records to be disposed of are 7. NOTICE OF INTENTION
correctly represented below, that any audit requirements for the records
have been fully justified, and that further retention is not required for any The scheduled records listed in Item 8 are to be disposed of in the
litigation pending or imminent. manner checked below (specify only one):
Signature Date ~a. Destruction 0 b. Microfilming and Destruction
® a.1 Shred 0 a.2 Recycle
0 c. Imaging and Destruction
Name and Title ~ d. Other
8. LIST OF RECORD SERIES
a.
Schedule b.
Item c.
Title d.
Retention e.
Inclusive f.
Volume g.
Disposition
Item No. Dates in Action and Date
Cubic Completed After
Feet Authorization
340 Disbursement Records: Detail 5FY 1991,1994,1995, 11 ~ ti~~`~/
1999, 2000, 2001, ~ ~t7 ~~ 7
GS1 -SL Paid invoices 2002, 2003,
50 Automated Accounting System Reports 3FY 99, 00 .5
365 Receipt /Revenue Records: Detail 5FY 99, 00 .5
71 Bid Records: Capital Improvement 5FY 1972 - 1985, 1997 1.5
Unsuccessful Bids
70 Bid Records: Capital Improvement 10 anniv 1972 - 1985, 1997 1.5
Successful Bids Years
286 Permits: Building 10 years 1983 - 1996 .5
365 Receipt /Revenue Records: Detail 5FY 1985 - 1996 1.5
• Receipt books
• Journal entries /ledgers
• Cash Book
~'
• Water refund records
GS14 113 Utility Customer Records 3FY 1995, 2002-2003 1.5 5/22/08 LM
• Cash Receipts Reports /Billing '~~-rjGlea
• Meter Deposits
GS1-SL Misc Blank Forms ROA .25 ~Q ~
' 291 Project Files: Operational 3FY 1991 - 1992 .25 ~ ~~o~
Copier quotes ~
~
136 Project Files: Capital Improvement 10F 1982 - 1985, 1.25
1990, 1991-1992,
• US 1 median landscape 1995
improvements
• Vehicle Maintenance Bldg.
• Beach Road Bids
138 Project Files: Non-Capital 5FY 1991 1
Improvement
• 1991 Comp Plan Bid
• RFP Responses
87 Bargaining Records 5FY 1995/96; 1994 - .25
1997
• CWA Contract Negotiations
• FOP ``
30 Management Survey/Study: Internal 1 Cal Yr 1996-1997 .25
• Police Survey ~
• Water Rate I
~
25 Advertisements: Legal 5FY 1995 .25
375 TRIM Compliance Files 5FY 1990 - 1996 .5
• Tax Assessments 2001-2002
• Certificate of Taxable Value
• Tax Rolls
174 Comp Plan Supporting Documents 5 anniv 1995 .25
Years
• Legal Ad
' 3 Administrative Support Records -All ROA 1993, 1995, 1996, 1.5 ~~~~
Duplicates
1997 G
~o r
• Recordation Costs PBC Clerk y ~
• Ordinance 498 -Voting
Procedures (duplicate copy)
~
• Political Sign Ordinance ;'
(duplicate)
• Copy of Charter Text ~
• Copy of Uniform Filing &
Election Dates
• FS 163.508 -Safe
Neighborhood
• Palm Beach County Municipal
Clerk's Association
• Florida Association of City
Clerks
• Palm Beach County City %1
Manager's Association ~
• Homestead Exemption
• Sunshine Law, Gift Law, \.
Financial Disclosures, Code of \,
Ethics, Conflict of Interest '`,
~
Forms, Claim of Lien ~
• Copy of 1988 Mailbox
prohibition
122 Administrator Records: Agency 10 1992, 1995, 1996 1.25
Director/Program Manager anniv. d
Years ',
• Request for Mayor to Call ,
'
Special Meeting ~
• Finance Director
Correspondence
• Bradford Correspondence
• Solid Waste Correspondence f
l
40 Inventory: Agency Property 3FY 1993-1996 .25 f G
183 Payroll Records: Ledgers/Trial 5FY 1994, 1995, 1996 .25
Balance Reports (copies of checks)
23 Information Request Records 1 FY 1997 .25
371 Staff Administration Records ROA 1996-1997 .25
88 Budget Records: Supporting 3FY 1996-1997 .25
Documents r
17 Correspondence 8~ Memoranda: 3FY 1993-1995 .75
~
Administrative /
2002-04
' 106 Feasibility Study Records 3 FY 1993, 1995 .25
65 Contracts/Leases/Agreements: Non 5 FY 1993, 1998 .10 ~
Capital Improvement after
term
• SWA ~`
193 Inspection Records 4 cal yrs 1994, 1995 .25
27 Litigation Case Files 5 yrs 1996, 1997
after
• VOT vs TOJ
case ~
closed
360 Permits: Special Event 1 annv 2004-2005 .20
yr
256 Certificate of Occupancy: Residential 10 1996, 1997 1
anniv.
Yrs
57 Audits: Supporting Documents 3 FY 1996
221 Licenses: Occupational 1 cal yr 2006 1.5
after
expir
40 Inventory: Agency Records 3 FY 2000-2002 .1
3 Administrative Support Records (not ROA 2002 .5
duplicates)
9. DISPOSAL AUTHORIZATION: Disposal for the above listed records
authorized. Any deletions or modifications are indicated 10. DISPOSAL CERTIFICATE The above listed records have been
disposed of in the manner and on the date shown in column g.
(Witness to the Records Disposition)
Signature: Date: Signature,; ~~ Date:' a-~l~ ~~
Print Name: Lori McWilliams Print Name: ~
~~ S
Print Title: Village Clerk Print Title: ~~~ `` ~,{,,.~, ~_
NOTE: Uaon disoosition retain this form for vour records
'~~