HomeMy WebLinkAboutDispositions Forms_27-09_11/19/2009 RECORDS DISPOSITION DOCUMENT No. 27-09
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
ig tion pending or immineEnt.
lit manner checked below (specify only one):
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t C ~ - ~ ~ (~ ~~.
Signature Date ~a. Destruction 0 b. Microfilming and Destruction
0 a.1 Shred ~ a.2 Recycle
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LJ~ ~' ~..~ (~ l i l ~ ~ ~ YI ~./ 5 ~, a~ ~ l ail 1 0 c. Imaging and Destruction
Name and Title 0 d. Other
8. LIST OF RECORD SERIES
a. b. c. d. e. f. g.
Schedule Item Title Retention Inclusive Volume Disposition
Item No. Dates in Action and Date
Cubic Completed After
Feet Authorization
157 Federal and state income / 4 years 1998 - 2003 1.25 ...5 ~!' Er!
employment tax forms/reports I `~ ° 9 ' u
GS1 SL due date
57 Audits: supporting documents 3 FY 2004 1.5
221 Licenses: occupational 1 Cal Yr 1994 - 1995, 2003- 4
2004, 2004-2005
253 Licenses: certificate of competency 3 FY 2002, 2004-2005, 4
records Zoos-2oo6
122 Administrator records: agency 10 anniv 1979, 1980, 1990- 4
director/program manager years 1996, 1991, 1992,
1996, 1997, 1998,
Bradford / Manganiello 1999
Finance Misc. Corres.
Fire Chief Corres - (93-98)
338 Correspondence and memoranda: 5 FY 1986-1987,1990, 1998 2.75
program and policy development - 2002
• Village Manager (86/87)
• Water Manager
• Jody Forsythe -Pension
Duplicate letters
• Connie Holloman
341 Disbursement records: summary 10 FY 1993, 1994, 1995, 13 S}- ~ r~
1996, 1997-1998 ~ ~
340 Disbursement records: detail 5FY 1988-1989, 1990, 20.50
1991, 1992, 1993,
1994- 1998, 1999,
2000,2001, 2003, 04
40 Inventory: agency property 3 FY 1999, 2000, 2002 .25
85 Bank statements: reconciliation 5FY 2002, 2004 .25
35 Payroll records: posted 5FY 1993, 1995, 1996, 11.25
2000, 2001, 2002
157 Federal and state 4 yr 1995-2004 .33
income/employment tax
forms/reports (HR)
129 Payroll records: deduction 5FY 1976 - 2004 .33
authorizations (HR)
195 Payroll records: supporting 3 Cal Yr 1975-1998 .33
documents (HR)
25
116 Attendance and leave records 3 FY 1975 - 2003 3
174 Comprehensive master plans: 5 Anniv 1986, 1991, 1996 .15
adopted (supporting documents) Yr
110 Grievance files 3 FY 1995 .001
88 Budget records: supporting 3 fy 1993-1999 (Fire), .75
documents 2000, 2001
183 Payroll records: ledgers/trial 5FY 1ss4, 1997, 1998, 4
balance reports lsas
138 Project files: non-capital 5FY lass 1
improvement (Finance Software)
365 Receipt/revenue records: detail 5FY 1998, 1999 ,1
147 Training material records (finance) RoA 2000 .50
375 Truth-in-millage (trim) compliance 5FY 2001 .25
files
23 Information request records 1 FY 1985, 1986 .001
24 Employment application and 4 Anniv. 1990 .001
selection records Yrs
136 PROJECT FILES: CAPITAL 10 FY 1985, 1986 .25
IMPROVEMENT
193 Inspection records: 4 cai Yr 1992 2
fire/security/safety
365 Receipt revenue records: detail 5FY lass .001
7F,d Flcrfirnnir fi inric tranefar rarnrrlc 5 Fv 1992 S()
55 Workers' compensation records 5 Cal Yr 1990-1996 25 °h~e~; ~~
157 Federal and state 4 Yr 1987-1988 .15
income/employment tax
forms/reports
9. DISPOSAL AUTHORIZATION: Disposal for the above listed records 10. DISPOSAL CERTIFICATE The above listed records have been
authorized. Any deletions or modifications are indicated disposed of in the manner and on the date shown in column g.
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~ (Witness to the Records Disposition)
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Signature `'~ i ~~ ~~ } ~ , Date: ~ ~~, (~ ~ Signature: - 1 ~ ~ ~ ~~ ~
Date ~ ~~ ;~'
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Print Name: Lori McWilliams Print Name: } " ~ ~
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Print Title: Village Clerk Print Title: ~ ~
NOTE: Upon disposition retain this form for vour records