Wasatch Peak Academy (Utah)

28457--Personnel records
28614--Purchasing records
27705--Accounts payable
29200--Personnel records

AGENCY: Wasatch Peak Academy (Utah)

SERIES: 28457
TITLE: Personnel records
DATES: 2005-
ARRANGEMENT: Alphabetical by employee's surname

DESCRIPTION: These are the personnel files for all certified district employees. They are used to document employment. The files include the employment applications, authorizations for hire forms, placement records, employee history card, copies of school transcripts, pay and leave history, work performance, in-service training completion certificates and credits, evaluation records, teaching certificates, previous teaching experience, contracts, lane change requests, and related correspondence. May also include fingerprints and verification of the criminal background check.

RETENTION

Retain for 65 year(s) or until separation

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: 02/05/2014

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after date of employment or until 3 years after retirement or death and then transfer to State Records Center. Retain in State Records Center for 62 years and then destroy.

APPRAISAL

Administrative

PRIMARY DESIGNATION

Private

SECONDARY DESIGNATION

Public


AGENCY: Wasatch Peak Academy (Utah)

SERIES: 28614
TITLE: Purchasing records
DATES: 2010-
ARRANGEMENT: Numerical by purchase order number

DESCRIPTION: These records support the agency's administrative function to audit the use of all public funds (Utah Code 51-2a-201 (2014)). These records authorize the purchase of supplies or equipment. Information includes the name of requester, name of vendor, item, date ordered, delivery date, purchase order number, account charged, authorizing signature and other records.

RETENTION

Retain for 4 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Purchase orders and requisition records, GRS-1544

AUTHORIZED: 12/31/2019

FORMAT MANAGEMENT

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

APPRAISAL

Fiscal

PRIMARY DESIGNATION

Public


AGENCY: Wasatch Peak Academy (Utah)

SERIES: 27705
TITLE: Accounts payable
DATES: 2005-
ARRANGEMENT:

DESCRIPTION: These records are used to pay school bills. They include copies of checks, invoices, purchase orders, and receiving reports. Correspondence with vendors and computer printouts may also be included.

RETENTION

Retain for 4 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: 08/22/2018

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 2 years and then destroy.

APPRAISAL

Fiscal

This retention is based on (UCA 70A-2-725 (1998)), which specifies a four-year statute of limitations in contracts for sale.

PRIMARY DESIGNATION

Public


AGENCY: Wasatch Peak Academy (Utah)

SERIES: 29200
TITLE: Personnel records
DATES: 2005-
ARRANGEMENT: Alphabetical.

DESCRIPTION: These are the personnel files for all school employees. They are used to document employment, continuing education, and career development. The files include the employment applications, authorization for hire forms, placement records, employee history card, copies of school transcripts, pay and leave history, work performance, in-service training completion certificates and credits, evaluation records, teaching certificates, previous teaching experience, contracts, lane change requests, and related correspondence. May also include fingerprints and verification of the criminal background check.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Employment history records, GRS-1965

AUTHORIZED: 05/30/2017

FORMAT MANAGEMENT

Paper: Retain in State Records Center for 65 years and then destroy.

APPRAISAL

Administrative

These records contain the complete work history of an individual while employed (excluding medical/psychological information) and have legal value as they verify employment and/or eligibility for benefits for the employee or for any heirs as a result of such employment.

PRIMARY DESIGNATION

Private. Utah Code 63G-2-302(1)(g)(2014)