Logan (Utah). Finance
22716--Routine control files22717--Merit employee performance-related records
22773--Unsuccessful bid proposals
22774--Successful bid proposals
22713--Receipt books
22714--Daily cash report
22715--Budget working papers
AGENCY: Logan (Utah). Finance
SERIES: 22716
TITLE: Routine control files
VARIANT TITLE: Reconnects/Disconnects
DATES: 1997-
ARRANGEMENT: Numerical
ANNUAL ACCUMULATION: 3.00 cubic feet.
DESCRIPTION: These records are used to control work flow and to record routine actions. Includes job control records, status cards, routing slips, work processing sheets, correspondence forms, and receipts for records charged-out.
RETENTION
Retain 2 years in office and 1 year in agency records center, authorized to destroyed after administrative need ends.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office until no longer needed and then destroy.
APPRAISAL
Administrative
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 1, Item 23.
PRIMARY DESIGNATION
Public
AGENCY: Logan (Utah). Finance
SERIES: 22717
TITLE: Merit employee performance-related records
VARIANT TITLE: Employees performance files
DATES: 1998-
ARRANGEMENT: Alphabetical
DESCRIPTION: These are performance-related records pertaining to summary performance appraisal, including appraisals and job element standards upon which they are based; and any supporting documentation.
RETENTION
Retain 3 years.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years after date of appraisal and then destroy.
APPRAISAL
Administrative
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 9, Item 27.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA 63G-2-301(1)(b) (2008)
AGENCY: Logan (Utah). Finance
SERIES: 22773
TITLE: Unsuccessful bid proposals
DATES: 1999-
ARRANGEMENT: Alphabetical by item, there under alphabetical by vendor
ANNUAL ACCUMULATION: 0.30 cubic feet.
DESCRIPTION: These are solicited and unsolicited unsuccessful (rejected) bids and proposals to provide products or services to an agency by a private contractor.
RETENTION
Retain 2 years.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then destroy.
APPRAISAL
Administrative
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 10, Item 11.
PRIMARY DESIGNATION
Public
AGENCY: Logan (Utah). Finance
SERIES: 22774
TITLE: Successful bid proposals
DATES: 1999-
ARRANGEMENT: Alphabetical by item, thereunder alphabetical by vendor
ANNUAL ACCUMULATION: 0.30 cubic feet.
DESCRIPTION: These files contain the formal proposals submitted in response to the bidding process to provide products or services to a municipal agency by a private vendor which was awarded the municipal contract.
RETENTION
Retain 4 years.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 4 years and then destroy.
APPRAISAL
Administrative
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 10, Item 2.
PRIMARY DESIGNATION
Public
AGENCY: Logan (Utah). Finance
SERIES: 22713
TITLE: Receipt books
VARIANT TITLE: Payment receipts
DATES:
ARRANGEMENT: Chronological
DESCRIPTION: These are receipts issued for money received into municipal accounts from all sources. Includes date of payment, department, or fund to which money belongs, receipt number and amount paid.
RETENTION
Retain 2 months in the office and 34 months in the agency records center.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years and then destroy.
APPRAISAL
Fiscal
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 5, Item 16.
PRIMARY DESIGNATION
Public
AGENCY: Logan (Utah). Finance
SERIES: 22714
TITLE: Daily cash report
VARIANT TITLE: Register posting
DATES: 1997-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 3.00 cubic feet.
DESCRIPTION: These reports provide a daily record of cash balances, receipts, and disbursements.
RETENTION
Retain 1 year in office and 2 years in agency records center.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 2 years and then destroy.
APPRAISAL
Fiscal
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 5, Item 10.
PRIMARY DESIGNATION
Public
AGENCY: Logan (Utah). Finance
SERIES: 22715
TITLE: Budget working papers
DATES: 1999-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.30 cubic feet.
DESCRIPTION: These files contain working papers used to assist in the preparation of municipal budgets and to justify budget requests presented to the city council. Includes departmental budget requests, work-up sheets, cost estimates, and rough data accumulated in the preparation of annual budget estimates, related correspondence, and documentation for approval of final budget.
RETENTION
Retain 2 years.
DISPOSITION
Destroy.
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then destroy.
APPRAISAL
Administrative Fiscal
This disposition is based on Utah Municipal General Records Retention Schedule, Schedule 3, Item 9.
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. UCA 63G-2-302(1)(f) (2008)