Logan (Utah). Finance

22713--Receipt books
22714--Daily cash report
22715--Budget working papers
22717--Merit employee performance-related records
22773--Unsuccessful bid proposals
22774--Successful bid proposals

AGENCY: Logan (Utah). Finance

SERIES: 22713
TITLE: Receipt books
DATES: undated
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 for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Local government accounts payable and receivable records, GRS-106

AUTHORIZED: 04/24/2017

FORMAT MANAGEMENT

Paper: Retain in Office for 4 years and then destroy.

APPRAISAL

Fiscal

PRIMARY DESIGNATION

Public


AGENCY: Logan (Utah). Finance

SERIES: 22714
TITLE: Daily cash report
DATES: 1997-
ARRANGEMENT: Chronological

DESCRIPTION: These reports provide a daily record of cash balances, receipts, and disbursements.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Local government accounts payable and receivable records, GRS-106

AUTHORIZED: 04/07/2017

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to Agency Record Center. Retain in Agency Record Center for 3 years and then destroy.

APPRAISAL

Fiscal

PRIMARY DESIGNATION

Public


AGENCY: Logan (Utah). Finance

SERIES: 22715
TITLE: Budget working papers
DATES: 1999-
ARRANGEMENT: Chronological

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 for 2 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Budget records, GRS-1856

AUTHORIZED: 03/27/2000

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years and then destroy.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Private. UCA 63G-2-302(1)(f) (2008)


AGENCY: Logan (Utah). Finance

SERIES: 22717
TITLE: Merit employee performance-related records
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 for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Performance plans and evaluations, GRS-1966

AUTHORIZED: 03/27/2000

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after date of appraisal and then destroy.

APPRAISAL

Administrative

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

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 for 6 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Request for proposal records, GRS-1991

AUTHORIZED: 11/17/2015

FORMAT MANAGEMENT

Paper: Retain in Office for 6 years and then destroy.

APPRAISAL

Administrative

PRIMARY DESIGNATION

Public


AGENCY: Logan (Utah). Finance

SERIES: 22774
TITLE: Successful bid proposals
DATES: 1999-
ARRANGEMENT: Alphabetical by item, thereunder alphabetical by vendor

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 for 6 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Request for proposal records, GRS-1991

AUTHORIZED: 08/24/2015

FORMAT MANAGEMENT

Paper: Retain in Office for 6 years and then destroy.

APPRAISAL

Administrative

PRIMARY DESIGNATION

Public