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ehb-r_procedures_for_general_records [2019/11/25 20:50]
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ehb-r_procedures_for_general_records [2019/11/25 21:44]
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 +**Policy EHB-R\\
 +Data Storage and Record Retention Procedures\\
 +School Board Approved: December 16, 2010**
 +
 +**Procedure for General Records:**
 +
 +  - Check the retention schedule before disposing of documents/​records. If the document/​record is not listed, consult with the Business Office before disposing of the document/​record. If necessary the New Hampshire Department of Education, other appropriate agency, or legal counsel will be contacted for guidance. ​
 +  - Records, including electronic files, will be maintained in accordance with the retention schedule. ​
 +  - Records whose retention has expired will be properly destroyed by secured shredding or incineration. ​
 +  - Only one copy of a document needs to be retained, by the party responsible for it. If available the original document should be retained. ​
 +  - Drafts and notes can be destroyed except when such documents are important to official business or action of the district, in which case they will be stored in the official file. 
 +  - Except as noted in the retention schedule, the retention period runs from when the record was created or received. ​
 +  - No record relating to pending or anticipated litigation may be destroyed or altered even if the record is technically past its retention date. 
 +  - Any e-mail message that would be saved if it had been transmitted in paper form should be printed and retained in accordance with the retention schedule. All e-mails (after those that should be retained and printed in hard copy) and are considered “Correspondence for Business” and will be automatically deleted by the system after four (4) years. ​
 +  - Junk mail and “spam” are not considered records and can be discarded immediately. ​
 +  - State law requires schools to transfer records when a student enrolls in another school in the state. A copy of the records that were forwarded to the new school will be retained in accordance with the retention schedule. ​
 +
 +**Records Retention Schedule:**
 +
 +Annual Audit - Permanent ​
 +Annual Report Permanent ​
 +Application for Free/​Reduced Lunch 6 years 
 +Architectural Plans Permanent ​
 +Asbestos Removal Permanent ​
 +Ballots 60 days after election recounts and appeal ​
 +Bank statements & Reconciliations 6 years 
 +Bids – competitive
 + ​Successful 3 years 
 + ​Unsuccessful 3 years 
 +Bond Issue Documentation Permanent ​
 +Budget - approved 6 years 
 +Budget Transfers 1 year 
 +Budget Worksheets 1 year 
 +Cash Receipts & Deposit Slips 6 years 
 +Contracts Permanent ​
 +Collective Bargaining Agreements Permanent ​
 +Correspondence for Business 4 years 
 +Deeds Permanent ​
 +Department of Revenue Administration
 + ​Apportionment Worksheets Permanent ​
 + ​Default Budget 6 years 
 + MS22 - Approved Budget 6 years 
 + MS24 - Estimated Revenues 6 years 
 + MS25 - Financial Report Permanent ​
 + MS26 - Budget 6 years 
 +District Meeting Minutes & Warrant Permanent ​
 +DOE25 Financial Report Permanent ​
 +Engineering Surveys Permanent ​
 +Enrollment Reports
 + ​Resident Pupil Membership Forms Permanent ​
 + Fall Reports A-12-A (RSA 189:​28) Permanent ​
 + Pupil Registers (189:​27-b) Permanent (must maintain paper copy) 
 + ​School Opening Reports 3 years 
 + ​Statistical Reports A-3 (RSA 189:​28) Permanent ​
 +Federal Grants*
 + Form 1 application
 + Form 2
 + Form 3
 + Form 4 quarterly
 + ​Invoices
 + ​Inventory
 + ​Payment Vouchers
 + ​Purchase Orders
 + ​Requisitions
 +FICA Reports
 + ​Monthly 6 years 
 + ​Quarterly Form 941 6 years 
 +Fixed Assets Schedule Permanent (as updated) ​
 +Journal Entries 6 years 
 +Unemployment Reports
 + Form C-2 6 years 
 + Wage Report 6 years 
 +Invoices 6 years 
 +Manifests (Accounts Payable & Payroll) 6 years 
 +Minutes of Board Meetings Permanent ​
 +NH School District Profile 5 years from submission of data to NHDOE 
 +Oaths Permanent ​
 +Payment Vouchers 1 year after audit 
 +Purchase Orders 1 year after audit 
 +Requisitions 1 year after audit 
 +Retirement Reports – monthly 1 year 
 +School Calendar Permanent ​
 +School Board Calendar Permanent ​
 +Student Activity Records 6 years 
 +Technology Plan Permanent ​
 +Time cards/pay slips 6 years 
 +Travel Reimbursements 1 year after audit 
 +Treasurer’s Records
 + ​Annual Report 6 years 
 + Bank Reconcilements 6 years 
 + ​Canceled Checks 6 years 
 + ​Manifests 6 years 
 +Trust Funds Permanent ​
 +Vocational Education
 + AV-1 Forms 1 year 
 + ​Equipment Inventory 5 years 
 + ​Federal Forms 6 years 
 + ​Regional Contracts 20 years 
 +W-2 6 years 
 +W-4 6 years 
 +W-9 6 years 
 +
 +Internal Records
 +Child Abuse Reports/​Allegations Permanent ​
 +Criminal Investigations Permanent ​
 +Criminal Record Checks
 + ​Unsuccessful/​Unfavorable 1 year 
 +Personnel Investigations Permanent ​
 +Sexual Harassment Permanent ​
 +Personnel Records
 +Accident Reports Term of employment ​
 +Applications
 + ​Employed Term of employment ​
 + Not Employed 3 years 
 +Attendance Records Term of employment ​
 +Civil Rights Forms 6 years 
 +Class Observation Forms 1 year 
 +Employment Contracts/​Agreements Term of employment ​
 +Evaluations Term of employment ​
 +HIPPA Documentation 6 years 
 +Interview Documents
 + ​Employed Term of employment ​
 + Not Employed 3 years 
 +Letters of Recommendations
 + ​Employed Term of employment ​
 + Not Employed 3 years 
 +Medical Benefits Application Term of employment ​
 +Medical Examinations Term of employment ​
 +Payroll Deduction Authorizations Term of employment ​
 +Re-employment Letter of Assurance 1 year 
 +Requests for Leaves 6 years 
 +Retirement Application Term of employment ​
 +Separation from Employment Form/​Letter 6 years 
 +Staff Development
 + ​District Plan Permanent ​
 + ​Employee Professional Development Plan Term of employment ​
 + ​Employee Professional Development Term of employment ​
 +Documentation/​Correspondence
 +Substitute Lists 6 years 
 +Transcripts
 + ​Employed Term of employment ​
 + Not Employed 3 years 
 +Student Records
 +Accident Reports 6 years after age of maturity ​
 +Child Labor Permits 1 year 
 +Co-curricular Activities Term of enrollment ​
 +Disciplinary Records Term of enrollment ​
 +Early Dismissal Forms 1 year 
 +Emergency Information Forms 1 year 
 +Health and Physical Records Term of enrollment ​
 +Immunization Records Term of enrollment ​
 +Insurance Forms Term of enrollment ​
 +Medical Reports Term of enrollment ​
 +Post High School Placement 6 years 
 +Registration Forms Term of enrollment ​
 +Scholarship Information* Permanent ​
 +Transcripts
 + ​Assessment Results Permanent ​
 + ​Attendance* Permanent ​
 + ​Grades Permanent ​
 +
 +*Complete and accurate records of student’s attendance and scholarship must be permanently kept and safely stored in a fire-resistant file, vault or safe. 
 +Student Records – Special Needs All records should be maintained until the student reaches the age of 27. Records should be maintained permanently if the district has reason to suspect that the student poses high risk for litigation or student is chronically mentally incompetent. ​
 +
 +
 [[section_e|Section E]]\\ [[section_e|Section E]]\\
 [[start|Policy Manual]] [[start|Policy Manual]]
ehb-r_procedures_for_general_records.txt · Last modified: 2023/04/11 19:15 by wiki