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HomeMy WebLinkAboutDispositions Forms_22-25_12/18/2025_Finance Rowse.( RECORDS DISPOSITION DOCUMENT PAGE `/'/ OF PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 c. Send to Storage until 0 e. Recycle Disposition Date Met 0 b. Send to Storage for Shredding 0 d. Removed from Server Of. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the recor ve bbp&nfully justified, and that further retention is not req\ire for any litigation pending or imminent. Signature Name and Title (Senior Slaft only) Dat 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 BANK/FINANCIAL ACCT STMTS 5 FY OCT 2017-SEP 2018 1.5 GS1-SL 435 BANK/FINANCIAL ACCT STMTS 5FY OCT 2018-SEP 2019 1.0 GS1-SL 224 EQUIPNEHICLE USAGE RECORD 1 CAL YR OCT 2018-SEP 2019 0.5 GS1-SL 358 PENSION RECORDS: PLAN/FUND 5 FY OCT 2018-SEP 2019 0.5 GS1-SL 358 PENSION RECORDS: PLAN/FUND 5 FY OCT 2017-SEP 2018 0.5 TOTAL CUBIC FEET THIS PAGE: 4.0 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 a d on the date shown in column g. deletions or modifications are indicated. .) I�11 4 g-�- Records Liaison Officer Signature Date Signature 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 at the storage room and the"Clerk's Office"will contact "g", originating deaprtment then sends Public Works to take the records to storage 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: 10/7/19 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 435 RECEIPTS / REVENUE RECORDS 5 FY OCT 2017-SEP 1.0 2018 GS1-SL 435 RECEIPTS / REVENUE RECORDS 5 FY OCT 2018-SEP 1.5 2019 GS1-SL 435 RECEIPTS / REVENUE RECORDS 5 FY OCT 2018-SEP 1.5 2019 GS1-SL 57 AUDIT: SUPPORTING 5FY After OCT 2017-SEP 1.5 DOCUMENTS Release 2018 TOTAL CUBIC FEET THIS PAGE: 5.5 NO. RECORDS DISPOSITION DOCUMENT PAGE OF ) PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 561 768-0443 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 c. Send to Storage until 0 e. Recycle Disposition Date Met Ob. Send to Storage for Shredding O d. Removed from Server 0 f. Other 4. SUBMITTED BY: I hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the rec r hav een fully justified, and that further retention is not required for any litigation pending or imminent. Signature Nam and Title (Senior StAff only) Date 5. LIST OF RECORD SERIES 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 435 RECEIPTS / REVENUE RECORDS 5 FY OCT 2019-SEP 2020 1.5 GS1-SL 435 RECEIPTS / REVENUE RECORDS 5 FY OCT 2019-SEP 2020 0.5 GS1-SL 57 AUDIT: SUPPORTING DOCUMENTS 5 FY OCT 2018-SEP 2019 0.5 GS1-SL 224 EQUIP /VEHICLE USAGE RECORDS 1 FY OCT 2019-SEP 2020 0.25 GS1-SL TOTAL CUBIC FEET THIS PAGE: 1 2.75 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. Records Liaison Officer Signature Date Signature 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 at the storage room and the"Clerk's Office"will contact "g", originating deaprtment then sends Public Works to take the records to storage 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: 10/7/19 NO. RECORDS DISPOSITION DOCUMENT PAGE t( OF �^; PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 c. Send to Storage until o e. Recycle Disposition Date Met 0 b. Send to Storage for Shredding d. Removed from Server 0 f. 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. Signature Name and Title (Senior Staff only) Date 5. LIST OF RECORD SERIES After the Item #, place an "a" for record copy or "b" for duplicate. a. b. C. d. e. f. g. Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Insert"a" Cubic Date or°b° Feet Completed after item After #(247b) Authorization GS1-SL 304a Tax Exemption Application Files:Ad Valorem 5FY 10/25 08/2020 0.01 (Economic Development) TOTAL CUBIC FEET THIS PAGE: 0.01 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. deletions or modifications are indicated. Records Liaison Officer Signature Date Signature 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: 4111/18, 1/26/21 OR '0u posq. W)M'10*1 r NO. RECORDS DISPOSITION DOCUMENT PAGE � OF 1J 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 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 r ds h een fully justified, and that further retention is not required for any litigation pending or imminent. 7�"V�4 . , Signatur Na e and Title (Dept. He 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 358 PENSION RECORDS: PLAN/FUND 5 FY OCT 2019- SEPT .25 2020 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. dele ions or modifications are indicated. 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 storagei, 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 —� pbi-e- � , NO. .; RECORDS DISPOSITION DOCUMENT PAGE OF 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 c. Send to Storage until 0 e. Recycle Disposition Date Met 0 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 records have een fully justified, and that further retention is not required for any litigation pending or imminent. Signature Na e 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 40 INVENTORY: AGENCY PROPERTY 3 FY OCT 2019-SEPT 2020 .10 TOTAL CUBIC FEET THIS PAGE: .10 0 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. Yw k1Clerk's Office Signature Date Signature of Person Disposing of Recordds 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 RECORDS DISPOSITION DOCUMENT PAGE OF n 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, CIVIC, (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 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 b en fully justified, and that further retention is not required for any litigation pending or imminent. Signature Name arfd 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 40 INVENTORY:AGENCY PROPERTY 3 FY 10/2019-09/2020 0.1 (PW&PS Fuel Inventory) TOTAL CUBIC FEET THIS PAGE: 0.1 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. deleti ns or modifications are indicated. qs- CI rk's Office Signature Date Signature of Person Disposing of Records Name/Title Date Routing: - 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 NO. RECORDS DISPOSITION DOCUMENT PAGE of 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 0 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): hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the records ha b n fully justified, and that further retention is not required for any litigation pending or imminent. Jig - Z Z-2 Sig a r Name and itle (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 435 FINANCIAL TRANSACTION RECORDS: 5 FY 09/1991-10/1994 3.0 DETAIL (Water Cash Receipt Reports) GS1-SL 202 PETTY CASH DOCUMENTATION 5 FY 10/2012-10/2017 0.25 RECORDS TOTAL CUBIC FEET THIS PAGE: 1 3.25 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. deleti ns or modifications are indicated. J _. u mv-4--- 11 DO C-O\ J)f I - CI Is Office Sign ture D to Signature of Person Disposing of Records Name/Title Date Routm 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 NO. RECORDS DISPOSITION DOCUMENT PAGE iV( OF �� 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 c. Send to Storage until Q e. Recycle Disposition Date Met Qb. 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 c d have been fully justified, and that further retention is not required for any litigation pending or imminent. Si re N me 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 435 FINANCIAL TRANSACTION RECORDS: 5 FY 06/2012- 11/2020 1.25 DETAIL (Receipts/Revenue records, GS1-SL 57 AUDITS:SUPPORTING DOCUMENTS 5 FY 09/30/2020 0.75 GS1-SL 358 PENSION RECORDS:PLAN/FUND 5 FY 10/1/2019-9/30/2020 0.25 (GEN&PS Pension Stmts/Reconciliations) TOTAL CUBIC FEET THIS PAGE: 2.25 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. L-P [�I 1�I 9-r 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 NO. RECORDS DISPOSITION DOCUMENT PAGE \J OF �`✓` 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 Q c. Send to Storage until 0 e. Recycle Disposition Date Met Ob. Send to Storage for Shredding 0 d. Remove from Server 0 f. Other 4. SUBMITTED BY (Department Head/Senior Staff Member Only): hereby certify that the records to be disposed of are correctly represented below, that any audit requirements for the records a been fully justified, and that further retention is not required for any litigation pending or imminent. Zq C�t� w �(�K c•�,fry 1/,/ '�^ Z Sign toe me 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 40 INVENTORY:AGENCY PROPERTY 3 FY 10/2019-09/2020 0.1 (PW&PS Fuel Inventory) TOTAL CUBIC FEET THIS PAGE: 1 0.1 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. P� 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 NO. RECORDS DISPOSITION DOCUMENT PAGE OF I� PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT(Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 0 c. Send to Storage until 0 e. Recycle Disposition Date Met b. Send to Storage for Shredding 0 d. Removed from Server 0 f. 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 ha ful justified, and that further retention is not required for any litigation pending or imminent. ve e n V Jeff Snyder, Finance Director "17t7'1712�— Z Signature Name and Title (Senior Staff only) at 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 195 Payroll Record Supporting Docs 5 YRS FY2015 1.50 10/01/20 GS1-SL 195 Payroll Record Supporting Docs 5 YRS FY2016 1.50 10/01/21 GS1-SL 195 Payroll Record Supporting Docs 5 YRS FY2017 1.50 10/01/22 TOTAL CUBIC FEET THIS PAGE: 4.50 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. Iletions or modifications are indicated. A,Z M roe, )I 3012'? n I i I Records Liaison Officer Signature Date Signature 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: 4/11/18 OR S S-�rw1t dl�l�3 NO. RECORDS DISPOSITION DOCUMENT PAGE OF PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 0 c. Send to Storage until 0 e. Recycle Disposition Date Met b. Send to Storage for Shredding 0 d. Removed from Server Of. Other 4. SUBMITTED BY: I hereby certify th the records to be disposed of are correctly represented below, that any audit requirements for the records a b fully justified, and that further retention is not required for any litigation pending or imminent. Jeff Snyder, Finance Director 112C 2 � Sign re Name and Title (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 340 DISBURSEMENT RECORDS-DETAIL 5 YRS FY2015 10.50 10/01/2020 GS1-SL 340 DISBURSEMENT RECORDS-DETAIL 5 YRS FY2016 10.50 10/01/2021 GS1-SL 340 DISBURSEMENT RECORDS-DETAIL 5 YRS FY2017 9 10/01/2022 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 down in column g. letioFns or modifications are indicated. ( - Mt, , 113017-3 T Ida Records Liaison Officer Signature Date Signature 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: 4/11/18 R St&i -Z3 NO. RECORDS DISPOSITION DOCUMENT PAGE 1 OF PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT(Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 c. Send to Storage until O e. Recycle Disposition Date Met 0 b. Send to Storage for Shredding 0 d. Removed from Server 0 f. 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 b en fully * stified, and that further retention is not required for any litigation pending or imminent. _yj Jeff Snyder, Finance Director /-- ?/_- Z Signature V yl Name and Title (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 PAYROLL RECORD SUPPORTING DOCS GS1-SL 195 5 YB FY2020 1.50 10/01/2025 Ir TOTAL CUBIC FEET THIS PAGE: 1.50 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. Records Liaison Officer Signature Date Signature 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: 4/11/18 OR S 44A - 41- 14-23 NO. RECORDS DISPOSITION DOCUMENT PAGE 1 ° of PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT(Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 e. Recycle Disposition Date Met Ob. Send to Storage for Shredding O d. Removed from Server 0 f. 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 bein fu justified, and that further retention is not required for any litigation pending or imminent. Jeff Snyder, Finance Director f ? /_ 'Z Signature Name and Title (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 195 PAYROLL RECORD SUPPORTING DOCS 5 YRS FY2019 1.50 10/01/2024 TOTAL CUBIC FEET THIS PAGE: 1 1.50 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. Rdo ds Liaison Officer Signature Date Signature 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: 4/11/18 0 -fin NO. RECORDS DISPOSITION DOCUMENT PAGE OF PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT(Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 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 e. Recycle Disposition Date Met 0 b. Send to Storage for Shredding d. Removed from Server Of. 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 ben Ily j stified, and that further retention is not required for any litigation pending or imminent. A= Jeff Snyder, Finance Director 3 /-- 2 Signature Name and Title (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 195 PAYROLL RECORD SUPPORTING DOCS 5 YRS FY2018 1.50 10/01/2023 TOTAL CUBIC FEET THIS PAGE: 1.50 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. r+aIPtions or modifications are indicated. Records Liaison Officer Signature Date Signature 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: 4/11/18 OR NO. RECORDS DISPOSITION DOCUMENT PAGE OF 1 . I PAGES 1. AGENCY NAME and ADDRESS 2. AGENCY CONTACT (Name and Telephone VILLAGE OF TEQUESTA Number) 345 Tequesta Drive Lori McWilliams, MMC Tequesta, FL 33469 (561) 768-0443 3. NOTICE OF INTENTION: The scheduled records listed in Item 5 are to be disposed of in the manner specified below (specify only one). Oa. Shred at Department Level c. Send to Storage until e. Recycle Disposition Date Met b. Send to Storage for Shredding d. Removed from Server Of. 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 hav b e f justified, and that further retention is not required for any litigation pending or imminent. Jeff Snyder, Finance Director 7' 2 (:�' — y y Signatur Name and Title (Senior Staff only) Date 5. LIST OF RECORD SERIES After the Item #, place an "a" for record copy or"b" for duplicate. a. b. C. d. e. f. g. Schedule Item Title Retention Inclusive Volume Disposition No. No. Dates in Action and Insert"a" Cubic Date or°b° Feet Completed after item After #(247b) Authorization GS1-SL 435 Financial Transaction Records: Detail 5 F YRS 10/01/09-09/30/14 1.5 �0/01/19/ GS1-SL 57 Audits: Supporting Documents 5 F YRS 10/01/02-09/30/17 1.5 1 /01/ 2� GS1-SL 435 Financial Transaction Records: Detail 5 F YRS 10/01/17-09/30/18 1.5 10/ /23� GS1-SL 435 Financial Transaction Records: Detail 5 F YRS 10/01/16-09/30/17 1.5 10 1/ GS1-SL 88 Budget Records: Supporting Documents 3 F YRS 10/01/15-09/30/18 1.5 �/01/21\1// TOTAL CUBIC FEET THIS PAGE: 7.5 6. DISPOSAL AUTHORIZATION: Disposal for 7. DISPOSAL CERTIFICATE: The above listed records have been t e above listed records is authorized. Any disposed of in the manner and on the date shown in column g. MA nor modifications are i dic ted. Records Lia on Officer Signature Date Signature Name/Titlee 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, 1/26/21 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 157 Federal Income/Employment Tax 4 YRS 01/01/14-12/31/17 1.5 /16/2 ✓ Forms/Reports from 4/15 GS1-SL 213 Fuel Tax Reports 3 F YRS 10/01/06-09/30/19 1.5 10/X22 GS1-SL 157 & Federal Income/Employment Tax Forms/Reports 4 YRS 01/01/09-12/31/19 1.5 0 /16/ 4 435 &Financial Transaction Records: Detail from 4/15 TOTAL CUBIC FEET THIS PAGE: 4.5