HomeMy WebLinkAboutDispositions Forms_28-23_7/6/2023_FinanceNO. � 7
RECORDS DISPOSITION DOCUMENT
PAGE 1 OF 2 PAGES
1. AGENCY NAME and ADDRESS
2. AGENCY CONTACT (Name and Telephone
VILLAGE OF TEQUESTA
Number)
345 Tequesta Drive
Lori McWilliams, MPA, MMC, (561) 768-0443 or
Tequesta, FL 33469
Mary Ann Grieser, CMC, (561) 768-0445
3. NOTICE OF INTENTION: The scheduled records listed in Item 5 are to be disposed of in the manner specified
below (specify only one).
0 a. Shred at Department Level Q c. Send to Storage until 0 e. Recycle
Disposition Date Met
b. Send to Storage for Shredding 0 d. Remove from Server 0 f. Other
4. SUBMITTED BY (Department Head/Senior Staff Member Only):
I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the
re o shave been fully justified, and that further retention is not required for any litigation pending or imminent.
N%r.Wev— ► r. do Z. Ze3I
Signature Name Apd Title (Dept. HeadVbnior Staff only) Date
5. LIST OF RECORD SERIES
a.
b.
C.
d.
e.
f.
g.
Schedule
Item
Title
Retention
Inclusive
Volume
Disposition
No.
No.
Dates
in
Action and
Cubic
Date
Feet
(Completed After
Authorization
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
5 FY
9/1991 - 10/1994
3
s
DETAIL
Z�
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
5 FY
9/1991 - 10/1994
1.5
DETAIL
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
5 FY
10/1993 - 9/1994
.5
DETAIL
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
5 FY
7/1991 - 11/1993
.25
DETAIL
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
5 FY
1/1992 - 7/1994
.1
DETAIL
TOTAL CUBIC FEET THIS PAGE:
5.35
6. DISPOSAL AUTHORIZATION: Disposal for
7. DISPOSAL CERTIFICATE: The above listed records have been
the above listed records is authorized. Any
disposed of in the manner and on the date shown in column g.
de tions or modifications are indicated.
'7I
N I
— Ii3
k�muijo-- o
Clerk's Office Signature Date
Signature of Person Disposing of Records Name/Title Date
Routin
:
1. Originates with Department Senior Manager, then
1. Originates with Department Senior Manager, then
2. Village Clerk's Office authorizes disposition, and returns to
2. Village Clerk's Office authorizes disposition and/or storage
3. Originating department to dispose and document column g,
at the storage room and will contact Public Works to remove
then sends
records
4. Completed form to Village Clerk's Office for permanent
3. Clerk's Office will be responsible for final disposition of
archival
records at this point
Form Updated: 9/21/21
OR
Continuation Page
a.
Schedule
No.
b.
Item
No.
C.
Title
d.
Retention
e.
Inclusive
Dates
f.
Volume
in
Cubic
Feet
9-
Disposition
Action and
Date
(Completed
After
Authorization
GS1-SL
435
FINANCIAL TRANSACTION RECORDS:
DETAIL
5 FY
5/2010-5/2011
1.5
1
GS1-SL
436
FINANCIAL TRANSACTION RECORDS:
SUMMARY
10 FY
FYs 1984, 1991, 1992
& 1993
1.5
GS1-SL
436
FINANCIAL TRANSACTION RECORDS:
SUMMARY
10 FY
1995 - 1999
.50
GS1-SL
157
FEDERAL INCOME/EMPLOYMENT TAX
FORMS/REPORTS
4 YR
DUPLICATE COPIES
1.15
GS1-SL
358
PENSION RECORDS: PLAN/FUND
5 FY
DUPLICATE COPIES
.10
x ,
. CUBIC FEET THIS PAGE:
5.00