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Home My WebLink AboutDispositions Forms_21-25_12/18/2025_Human Resources No. a I -.�oas- F!W RECORDS ENT PAGE I OF I I PAGES 1. AGENCY NAME and AD 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUEST Number) 345 Tequesta Drive Lori McWilliams, MMC Te uesta, FL 33469 561 768-0443 3. NOTICE OF INTENTION: in Item 5 are to be disposed of in the manner specified below (specify only one). 0 a. Shred at Departm to Storage until O e. Recycle sition Date Met Ob. Send to Storage f oved from Server Of. Other 4. SUBMITTED BY: I hereby certify that the record represented below, that any audit requirements for the records have been fully justifie not required for any litigation pending or imminent. Signature Senior Staff only) Date ORD SERIES a. b. d. e. f. g. Schedule Item etention Inclusive Volume Disposition No. No. Dates in Action and Cubic Date Feet Completed After Authorization GS1-SL 110 CW yr FY 1994 GS1-SL 417 Bond Financi 10 FY 1994 GS1-SL 17 Correspond 3 FY 1989; 1992 ; 1995198! GS1-SL 17 Correspondence:US 3 FY 1989-1992 - GS 1-SL 17 Documentation for 3 FY 1989-91 CUBIC FEET THIS PAGE- 6. DISPOSAL AUTHORIZATION: ERTIFICATE: The above listed records have been the above listed records is a the manner and on the date shown in column g. deletions or modifications are in _ Records Liaison Officer Signature Name/Title Date 1. Originates with Department Sen Originates with Department Senior Manager, then 2. Village Clerk's Office authorizes Village Clerk's Office authorizes disposition and/or storage 3. Originating department to dispo t the storage room and will contact Public Works to remove then sends records 4. Completed form to Village Cie Clerk's Office will be responsible for final disposition of archival records at this point Form Updated: 4/11/18 OR Continuation Page a. b. C. d, e. f. 9- Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Cubic Date Feet Completed After Authorization GS1-SL 119 Obsolete 1992-1993 ADA Compliance Records GS1-SL 64 Adelphia/leases/agreements/ 10 FY 1997-8 noncapital GS1-SL GSL-SL GSL-SL GSL-SL 17 GSL-SL GSL-SL GSL-SL GSL-SL GSL-SL GSL-SL TOTAL CUBIC FEET THIS PAGE: - a,_ RECORDS DISPOSITION DOCUMENT No. orl ,a- PAGE 3 OFo PAGES 1. AGENCY NAME 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) Lori McWilliams, MMC DEPARTMENT: Human Resources (561) 768-0443 3. NOTICE OF INTENTION: The scheduled records listed in Item 5 are to be disposed of in the manner checked below(specify only one). Oa. Shred O b. Imaging and Destruction O c. Recycle Od. Removed from Server 0e. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the records,h ve een fully justified, and that further retention is not required for any litigation pending or imminent. (C Merlene Reid 6/13/2019 Si r ture Name and Title (Senior Staff only) Date 5. LIST OF RECORD SERIES 6. a. b. C. d. e. f. 9- Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Cubic Date Feet Completed After Authorization GS1-SL 162b PERSONNEL RECORDS.NON-FLORIDA RETIREMENT SYSTEM(LOCAL GOVERNMENn 50fiscalyears 1972-2019 1 GS 1-SL 19b PERSONNEL RECORDS:FLORIDA RETIREMENT SYSTEM 25 fiscal years 1992-2009 .5 TOTAL CUBIC FEET THIS PAGE: 1 .5 7. DISPOSAL AUTHORIZATION: Disposal for 8. DISPOSAL CERTIFICATE: The above and below listed records have the above listed records is authorized. Any been disposed of in the manner and on the date shown in column g. deletions-or modifications are indicated. (Witness to the record disposition) Signature Da e Custodian/Records Liaison Officer Date Name and Title Form Updated: 1/3/17 RECORDS DISPOSITION DOCUMENT No. gba-�- PAGE OF11 PAGES 1. AGENCY NAME 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) Lori McWilliams, MMC DEPARTMENT: Human Resources (561) 768-0443 3. NOTICE OF INTENTION: The scheduled records listed in Item 5 are to be disposed of in the manner checked below (specify only one). Oa. Shred O b. Imaging and Destruction O c. Recycle Od. Removed from Server O e. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the records have been fully justified, and that further retention is not required for any litigation pending or imminent. Merlene Reid Signature Name and Title (Senior Staff only) Date 5. LIST OF RECORD SERIES 6. 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 GS 1-SL 19b Personnel Records: Florida Retirement System 25 fiscal years 1971 -2002 .6 GS 1-SL 162b Personnel Records: Non-Florida Retirement System so fiscal years 2000-201 6 .4 TOTAL CUBIC FEET THIS PAGE: 7. DISPOSAL AUTHORIZATION: Disposal for 8. DISPOSAL CERTIFICATE: The above and below listed records have the above listed records is authorized. Any been disposed of in the manner and on the date shown in column g. deletions or modifications are indicated. (Witness to the re ords disposition) Signature Date Custodian/Records Liaison Officer Date Name and Title Form Updated: 1/3/17 NO. RECORDS DISPOSII ooCUMENT PAGE 57 OF PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT(Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Te uesta, FL 33469 561 768-0443 3. NOTICE OF INTENTION• a sch uled records listed in Item 5 are to be disposed of in the manner specified below (specify only one). Qa. Shred at Department�evel c. Send to Storage until 0 e. Recycle ram— -'Dsisposition Date Met 0 b. Send to Storage for Shredding O d. Rempved.from Server Of. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly representedbelow, that any audit requirements for the records have been Ily justified, and that further retention is not requires!for an litigation pending or im inent. Signat Name and Title (S nior Staff only) D te, 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 o' '�� l'�L CoctJa CS �C 1 r; 101, scaQ TOTAL CUBIC FEET THIS PAGE: 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. �leletions_or modifications are indicated. ,0 ►, 1� �l 1'�II�� '�s Records Liaison Officer Signature bate Signature NamefTitle 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: 4/11/18 OR XLff Continuation Page a. b. C. d. e. f. 9- Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Cubic Date Feet Completed After Authorization eylt or TOTAL CUBIC FEET THIS PAGE: , RECORDS DISPOSITION DOCUMENT NO. PAGE OF jt jk PAGES 1. AGENCY NAME 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) Lori McWilliams, MMC DEPARTMENT: Human Resources (561) 768-0443 3. NOTICE OF INTENTION: The scheduled records listed in Item 5 are to be disposed of in the manner checked below(specify only one). Oa. Shred 0b. Imaging and Destruction 0c. Recycle Od. Removed from Server 0e. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the records have been fully justified, and that further retention is not required for any litigation pending or imminent. Merlene Reid 5/7/2019 Signature( Name and Title (Senior Staff only) Date 5. LIST OF RECORD SERIES 6. 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 146 Transitory Messages OSA 2011-2017 .1 GS1-SL 2 Administrative Convenience Records OSA 2016 .1 GS1-SL 73 Audits: Internal 5 fiscal years 2009 .1 GS1-SL 369 Security Screening Records 2anniv.years 2012 .1 GS1-SL 147 Training Material Records OSA 2012 1 GS1-SL 333 Bonus/Award Records: Employees 5 fiscal years 2012 .1 GS1-SL 3 Administrative Support Records OSA 2013-2015 .1 GS1-SL 242 Drafts & Working Papers OSA 2013 .1 TOTAL CUBIC FEET THIS PAGE: r 0 7. DISPOSAL AUTHORIZATION: Disposal for 8. DISPOSAL CERTIFICATE: The above and below listed records have the above listed records is authorized. Any been disposed of in the manner and on the date shown in column g. deletions or modifications are indicated. (Witness to the reclords disposition) �N /11 Signature V)O� ate Custodian/Records Liaison Officer Date Name and Title Form Updated: 1/3/17 r Continuation Page a. b. C. d. e. f. 9. Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Cubic Date Feet Completed After Authorization GS1-SL 243 Verification Records 90 days 2006-2013 .1 GS1-SL 42 Purchasing Records 2012-2015 -� OSA .1 '?er5ohh�-1 curds :F ,<K*O(a TOTAL CUBIC FEET THIS PAGE: /� \ -- e�Q RECORDS DISPOSITION DOCUMENT NO.PAGE O OF o ` 1 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 O c. Send to Storage until Q e. Recycle Disposition Date Met 0 b. Send to Storage for Shredding O d. Remove from Server O 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 records have b en f y justified, and that further retention is not required for any litigation pending or imminent. Merlene Reid, Director, HR & Risk Mgmnt - -a ZW Signatu a Name and Title (Dept. Head/Senior 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 111 INSURANCE RECORDS:AGENCY 5fy post 2019-20 .25 exp TOTAL CUBIC FEET THIS PAGE: .25 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. deletions or modifications are indicated. lerk'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:9/21121 OR Ste- fn Sivead.( NO. � RECORDS DISPOSITION DOCUMENT 1 - a�D , PAGE OF 1 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). Qa. Shred at Department Level O c. Send to Storage until O e. Recycle Disposition Date Met Ob. Send to Storage for Shredding O d. Remove from Server Q 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 records have en fu y justified, and that further retention is not required for any litigation pending or imminent. Merlene Reid, Director, FIR & Risk Mgmnt --,2 Signa ure Name and Title (Dept. Head/Senior 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 111 INSURANCE RECORDS:AGENCY 5fy post 2018-19 .25 exp TOTAL CUBIC FEET THIS PAGE: 1 .25 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. deletions or modifications are indicated. V1 (Ilerk'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 OR Form Updated:9/21/21 J RECORDS DISPOSITION DOCUMENT NO. a` ^ aC) PAGE '1 OF t1 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). a. Shred at Department Level O c. Send to Storage until 0 e. Recycle Disposition Date Met b. Send to Storage for Shredding O d. Remove from Server O 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 records have been fully justified, and that further retention is not required for any litigation pending or imminent. Merlene Reid, Director, HR & Risk Manage .$ Signature Name and Title (Dept. Head/Senior 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 GS1SL #66 PERSONNEL RECORDS: 3 yr after 2003-2020 0.5 2023 OPS/VOLUNTEER/INTERN/TEMPORAR6 separation GS1SL #24 EMPLOYMENT APPLICATION AND 4 anniv 2015 0.01 2023 SELECTION RECORDS yrs GS1SL #19 FLORIDA RETIREMENT SYSTEM 25 fiscal 1975-1997 0.5 202,2 years TOTAL CUBIC FEET THIS PAGE: 1.01 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 ' ns or modifications are indicated. / i�J JAI g3 Clerk's Office Signature a 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 / V