seriesNo,seriesEntityName,seriesTitle,seriesDateRange,seriesArrangement,seriesDescription,seriesTotRetentDesc,seriesPrimaryClassCode,seriesExtentDesc
11139,Davis County (Utah). Council on Aging,Senior center's quarterly report,1990-2013.,,"This is a quarterly report on all service units provided at senior centers. It is submitted to the aging and adult services administrative office and is used to compile reports for the State Division of Aging. This report includes senior center name\, date\, actual service units provided\, service (general category access service\, in-home\, community service\, other services\, and transportation)\, year-to-date budget\, actual budget\, and current budget.",Retain for 4 year(s),Public,
11126,Davis County (Utah). Council on Aging,Title V personnel case files,1990-2012.,None,"These files document the participation of persons in the Senior Service Employment Program under 20 CFR 641 (2008). This program provides for the hiring of low-income persons over the age of fifty-five. The files include income certification form\, client intake form\, any related correspondence\, and if applicable termination forms.",Retain for 4 year(s) after separation,Private,
11144,Davis County (Utah). Council on Aging,Homebound authorization,undated.,,"These are cards on all clients receiving meals at home (Meals-on- Wheels). They are used for reference purposes. The cards include client's name\, address and telephone number\, days scheduled to receive meals\, name and telephone number to contact in an emergency\, physician's name and telephone number\, date service started and date service cancelled.",Retain until superseded,Exempt,
11148,Davis County (Utah). Council on Aging,Title XX transportation provider service report,1990-2013.,,"This report is used to receive reimbursement from the federal government for provided transportation services. It includes service provider name and address\, billing period\, service category\, contract number\, name of clients provided transportation\, eligibility code\, service activity\, number of service units\, rate of reimbursements\, reimbursement request\, fee assessed\, subtotals\, grand totals\, provider's signature\, and date.",Retain for 4 year(s) after final action,Public,
11151,Davis County (Utah). Council on Aging,Scrapbooks,2010.,,"These are a chronological record of the activities of the county or individual county department. They include photographs\, newspaper clippings\, flyers\, program notes\, brochures\, and other items pertaining to county activities and actions and reactions of county citizens.",Permanent. Retain for 1 year(s),Public,
11156,Davis County (Utah). Council on Aging,Board of Directors minutes,2010.,Chronological,"Official minutes of regular and special meetings of the Council's Board of Directors Include dates and time meetings convened and adjourned\, board members present and excused\, a summary of proceedings including motions\, discussions\, official actions and decisions.",,Public,
11147,Davis County (Utah). Council on Aging,Food invoices,1990-2013.,,"This invoice lists foods being delivered to senior centers for congregate and homebound meals. It is used for planning purposes. The invoice includes date\, center name\, food list\, alternatives provided\, and signature.",Retain for 3 year(s),Public,
11155,Davis County (Utah). Council on Aging,Feasibility studies,2010.,,These are studies conducted before the installation of any significant technology or equipment. They include specific studies and system analyses for the initial establishment and major changes of these systems.,Permanent. Retain for 1 year(s),Public,
11160,Davis County (Utah). Council on Aging,Senior citizen's bulletin,2010.,Chronological,"Quarterly newsletter distributed to all Davis County senior citizens who request copies\, to inform them of the Council's program and services. Includes date\, Board of Directors names\, a director's statement\, program announcements\, senior centers activities\, and advice.",Permanent. Retain until superseded,Public,
27486,Davis County (Utah). Council on Aging,New Choices waiver records,2007-2018.,Alphabetical by last name.,"The New Choices waiver helps eligible individuals move out of nursing facility settings. Services are designed to help people transition out of a nursing facility and re-establish themselves back in the community. These records are used to monitor client services\, expenditures\, and medical status.The records contain personal information\, including name\, address\, phone\, social security number\, and may include financial information. These records also include medical information.",Retain for 6 year(s),Private,
11124,Davis County (Utah). Council on Aging,Alternatives program case files,undated.,,"These case files document the participation of individuals in the Alternatives Program (TAP). This is a state funded program designed to keep ""high risk"" individuals (18 years of age or older) as independent as possible in the least restrictive environment and to prevent premature institutionalization. A physician's statement must be obtained stating that services brought into the home are needed for individual to remain at home. Services include case management\, homemaker services\, respite care\, nurses aide\, equipment\, and coordination with other agencies. Quarterly visits are made to evaluate the care. The files include yearly assessment forms\, care plan\, client's rights form\, client contract\, eligibility declaration\, summary sheets\, needs assessment forms (social and physical\, a nurse does the physical assessment)\, and quarterly review visit forms.",Retain for 4 year(s) after separation,Private,
11165,Davis County (Utah). Council on Aging,General ledgers,undated.,,"These are summaries showing the ""amount of receipts from and disbursements of each department"" (UCA 17-19-6 (1995)). May also include documentation from subsidiary ledgers to general ledger and accounting adjustments in the form of general entries.",Retain for 10 year(s),Public,
27488,Davis County (Utah). Council on Aging,Davis County transitional program records,2008-2018.,Alphabetical by last name.,"The Davis county transitional program has been created to help keep Utah senior citizens safe while living in their homes so that they will not have to move to a nursing facility. This program is similar to the Alternatives Program. The records contained in this series are used to monitor client services\, and document medical conditions and financial expenditures. These records contain personal information\, including name\, address\, phone number and Social Security number. These records also include medical information\, and may include financial and caregiver information.",Retain for 4 year(s),Private,
11133,Davis County (Utah). Council on Aging,Senior center class rolls,1990-2013.,,"These forms record the participation of individuals in programs or activities held at senior centers. These activities include creative arts\, transportation\, income tax assistance\, and health screenings. The rolls are used to compile monthly\, quarterly\, and annual reports. They include program or activity title\, month and year\, participant's name\, date\, and a check indicating whether person participated in activity or program.",Retain for 1 year(s),Exempt,
27485,Davis County (Utah). Council on Aging,Medicaid waiver for individuals 65 and older,2010-2018.,Alphabetical by last name.,"This record series is used to monitor Medicaid clients' medical status\, to coordinate services and care\, and to record expenditures accrued. These records include personal information such as name\, phone\, address\, social security number\, medical data\, and may include financial information. These records are required by State statute.",Retain for 6 year(s),Private,
27487,Davis County (Utah). Council on Aging,National Family Caregiver Support Program records,2001-2018.,Alphabetical by last name.,"The National Family Caregiver Support Program (NFCSP)\, established in 2000\, provides grants to States and Territories\, based on their share of the population aged 70 and over\, to fund a range of supports that assist family and informal caregivers to care for their loved ones at home for as long as possible. These records are used to monitor client services\, medical condition\, financial expenditures\, and the caregiver status for persons who receive aid through the National Family Caregiver Support program.These records contain personal information\, including name\, address\, phone\, social security number\, and may include financial information. These records also include medical information.",Retain for 4 year(s),Private,
11594,Davis County (Utah). Council on Aging,Outreach booklets,2010.,Chronological,"Informational booklet distributed to the public to inform them of the Council on Aging's purpose and services provided\, updated as information is changed. Includes a description of the Council\, listing and addresses of senior centers\, and description of other services (nutrition\, volunteers\, home care\, transportation\, and community involvement).",Permanent. Retain until superseded,,
11131,Davis County (Utah). Council on Aging,Congregate reservation list,1990-2019.,,"This list records reservations made for meals served at senior centers. It is used for meal planning and to create reports. The form includes center's name\, dates\, participant's names\, days of week\, indication of dates reservations made\, whether meal served\, and whether individual is a volunteer.",Retain for 1 year(s),Public,
11419,Davis County (Utah). Council on Aging,Area plan,2020.,Chronological,Four year administrative plan required by the Older American Act (45 CFR 1321.59 and 45 CFR 1321.65 (1991)) updated annually and submitted to the State Division of Aging. Includes statement on type and amount of services provided to Davis County citizens under the Act.,Retain for 5 year(s),Public,
11136,Davis County (Utah). Council on Aging,Master participant list,1990-2013.,,"These are lists of persons participating in specific senior center activities. They are used for planning purposes. They are updated at least annually. The lists include date\, program or activity title\, and participants' names.",Retain until superseded,Exempt,
11143,Davis County (Utah). Council on Aging,Van driver's instructions,1990-2013.,,"This is a form signed by all senior center van drivers. It is used to inform the driver of all driving policies. The statement includes a listing of driving policies\, general statement on van insurance information\, comments on winter driving\, driver's signature and date.",Retain for 1 year(s),Public,
11127,Davis County (Utah). Council on Aging,Quarterly program performance report,undated.,,This is a quarterly statistical report on all programs administered by the agency which is submitted to the State Division of Aging. The state compiles statistics and returns the report to local agency for subsequent quarters and a final annual report.,Retain for 2 year(s) after resolution of issue,Public,
11129,Davis County (Utah). Council on Aging,Homebound time sheet,1990-2006.,,"This worksheet is used to record the amount and types of services that a homemaker has provided to a specific client. All information is transferred to an official payroll record. This information is used in the creation of reports. It includes date\, client's name\, homemaker's name\, dates worked\, hours worked and services provided per day (special diet supervision\, feeding\, dressing and grooming\, child care\, cooking and meal preparation\, general housework\, errands\, etc.).",Retain for 3 year(s) after expiration of contractual agreement,Private,
11132,Davis County (Utah). Council on Aging,Client record,1990-2018.,None,"This form is completed by a service worker to determine whether an individual is eligible to receive services from the agency. It includes applicant's name\, address\, and social security number; reason for eligibility; birth date\, income declaration\, indication of action taken (open\, close\, redetermination)\, and applicant's and service worker's signatures.",Retain for 4 year(s),Public,
11128,Davis County (Utah). Council on Aging,Homebound route sheets,undated.,,"This weekly list documents those individuals who have made reservations to receive meals at home under the Homebound Program (Meals-on-Wheels). It is used for meal planning and to create billings. The list include site\, week and year\, clients' names and addresses\, days of week\, indication which days reservations were made for delivery of meals\, and a check by driver to indicate whether meal was delivered.",Retain for 1 year(s),Exempt,
11130,Davis County (Utah). Council on Aging,Title V quarterly progress report,1990-2012.,,"This is a quarterly report that is submitted to the U.S. Department of Health and Human Services on persons employed through the Senior Community Service Program. It includes the sponsor's name and address\, month and year\, program number\, agreement number\, subproject number\, project period\, number of enrolled positions established\, unsubsidized placement goal\, number of enrollees and enrollment levels\, job inventory\, categories indicating services to general community and services to elderly community\, enrollee characteristics (sex\, education\, race/ethnic group\, income\, age)\, signature\, date\, and may include an attached narrative report.",Retain for 2 year(s),Public,
11137,Davis County (Utah). Council on Aging,Senior center's monthly report,1990-2013.,,"This is a monthly report on senior center activities. It is used to compile quarterly reports for the State Division of Aging Services. This report includes senior center name\, date\, actual service units provided\, service (general category access service\, in-home\, community service\, other services\, meals\, and transportation)\, year-to-date budget\, actual budget\, and current budget.",Retain for 4 year(s),Public,
11141,Davis County (Utah). Council on Aging,Senior center annual report,1990-2013.,,This report is submitted to the local aging and adult services administrative office on senior center activities. It compares the current years activities with the previous year's. It is used for future planning.,Permanent. Retain for 1 year(s),Public,
11163,Davis County (Utah). Council on Aging,Working papers,1990-2013.,,"These are project background records\, such as studies\, analyses\, notes\, drafts\, and interim reports.",Retain for 5 year(s),Exempt,
11157,Davis County (Utah). Council on Aging,Organizational files,1990-2013.,,"These are graphic illustrations providing a detailed description of the arrangement and administrative structure of the county. These files contain organizational charts\, reorganizational studies\, functional statements\, and formally prepared descriptions of the responsibility assigned to executive officers.",Permanent. Retain for 1 year(s),Public,
11161,Davis County (Utah). Council on Aging,Public relations files,2010.,,"These files contain speeches\, addresses\, and official comments or remarks made at formal county ceremonies by elected county officials. The format may be paper\, videotape\, motion picture film\, etc.",Permanent. Retain for 1 year(s),Public,