General Retention Schedule Items

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These reports are generated by American Express and show expenditures made by state employees on agency American Express credit cards.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These are requests for building and equipment maintenance services, excluding fiscal copies.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These records document bibliographies, check lists, and indexes of agency publications and news releases, except those used as indexes to public relations files.
 
Retain for 2 years, and then destroy records.

Effective 1995-06-01
Theses files describe established positions including information on title, series, grade, duties, and responsibilities. Information also contains Position Description Questionaire (PDQ).
 
Retain for 4 years, and then destroy records.

Effective 1995-06-01
These are documents retained strictly for reference and informational purposes which are not part of any other official files.
 
Retain until resolution of issue, and then destroy records.

Effective 1995-06-01
These are bills that document calls from state offices.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These files document assistance given to children through the Division of Services for People with Disabilities (DSPD). DSPD places physically challenged children in small group homes as part of a federal program to integrate them into the larger society. Participating children are under the age of twenty-two.
 
Retain for 10 years, and then destroy records.

Effective 1995-06-01
These files document clients placed in small group homes by the Department of Human Services, Division of People with Disabilities. These children are placed in the small group homes from the Utah State Developmental Center and other intitutional facilities.
 
Retain for 5 years, and then destroy records.

Effective 1995-06-01
These are health assessments performed on new or current clients to determine whether they qualify for Title XIX programs.
 
Retain for 7 years, and then destroy records.

Effective 1995-06-01
These are policies and procedures for the development of assessment plans and assessment advisory training counsels to meet the assessment and health plan certification needs for clients who are developmentally disabled.
 
Retain for 1 year after or until superceded, and then destroy records.

Effective 1995-06-01
These are agency reports that document the status of appropriation accounts and apportionments at the end of the fiscal year.
 
Retain permanently. Transfer records to the archives.

Effective 1995-06-01
These are reports from the Division of Finance indicating the status of agency payroll transactions.
 
Retain for 2 years, and then destroy records.

Effective 1995-06-01
These reports show all leave adjustments made during a pay period. Information shows category of adjustment, amount, social security number and employee surname.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These are files of clients who do not meet the qualifications for services stipulated under the Title XIX program guidelines.
 
Retain for 2 years, and then destroy records.

Effective 1995-06-01
These records document files relating to performance rating reviews created by the agency and entered into the Department of Human Resource Management's automated system.
 
Retain until until separation, and then destroy records.

Effective 1995-06-01
These files document providers licensed and certified by the State of Utah to provide services to individuals throughout the state. Information includes medicaid applications and provider agreements, program certification applications, facility checklists, and copies of certifications and licenses.
 
Retain for 20 years, and then destroy records.

Effective 1995-06-01
These files document authorizations for employees to use private vehicles for state business when it is the most economical method of travel.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These are papers of short-term interest which have no documentary or evidential value.
 
Retain for 3 months, and then destroy records.

Effective 1995-06-01
These are records created by committees or conferences, including advisory committee's relating to executive establishments, organiztions, memberships, and policies.
 
Retain permanently. Transfer records to the archives.

Effective 1995-06-01
These records document accouting actions that request transfers of funds between agencies for services rendered or materials purchased.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These are files that outline policies and procedures to be followed in the Department of Human Resources Management and throughout state government.
 
Retain for 1 year after or until superseded, and then destroy records.

Effective 1995-06-01
These are records of receipt and routing of incoming and outgoing mail and items handled by private delivery companies such as United Parcel Service, including statistical reports of postage used on outgoing mail and fees paid for private deliveries.
 
Retain for 3 years, and then destroy records.

Effective 1995-06-01
These are publications created by the agency and include reports, leaflets, pamphlets, file manuals, annual reports, processed documents, and the last manuscript report, if not published, relating to management projects.
 
Retain permanently. Transfer records to the archives.

Effective 1995-06-01
These records document reimbursements to individuals, such as travel orders and authorizations, per diem vouchers, transportation requests, hotel reservations,and all supporting records documenting official travel by officers, employees, dependents, or others authorized by law to travel.
 
Retain for 5 years, and then destroy records.

Effective 1995-06-01
These records document applications for leave and include supporting papers relating to request for and approval of employee leave.
 
Retain for 1 year, and then destroy records.

Effective 1995-06-01

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