Mountain Heights Academy (Utah)
27709--Accounts payable29604--Special education records
29605--Student records
29185--Bank statements
29186--Personnel records
AGENCY: Mountain Heights Academy (Utah)
SERIES: 27709
TITLE: Accounts payable
DATES: 2011-
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: Mountain Heights Academy (Utah)
SERIES: 29604
TITLE: Special education records
DATES: 2009-
ARRANGEMENT: Chronological.
DESCRIPTION: These records support the agency's function to provide an environment where students with disabilities can master essential learning skills, demonstrate civic responsibility, and engage in positive personal development. Records document eligibility of students for special education services, as well as the provision of services to students. Information may include Individual Education Plans (IEPs), testing, and assessment records.
RETENTION
Retain for 5 year(s) after separation
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Special education student records, GRS-1476
AUTHORIZED: 11/07/2017
FORMAT MANAGEMENT
Paper: Retain in Office until services end and then transfer to State Records Center. Retain in State Records Center for 5 years and then destroy.
APPRAISAL
Administrative
PRIMARY DESIGNATION
Exempt. 4 CFR Part 99.30,31 (2017); Utah Code 63G-2-201(3)(b)(2017)
SECONDARY DESIGNATION
Protected. Utah Code 63G-2-305(5)(2017)
AGENCY: Mountain Heights Academy (Utah)
SERIES: 29605
TITLE: Student records
DATES: 2009-
ARRANGEMENT: Chronological.
DESCRIPTION: These student records document the classes students attended and the credits they earned. Transcripts document graduation and may include records for students who did not graduate. Transcripts may include class lists, attendance, test scores, and suspensions or expulsions from school. Class rolls may take the place of missing official transcripts. Official transcripts document students' graduation from high school and verify classes attended and credits earned. Transcripts should note suspension and expulsion from school. Transcripts of students who did not graduate are included in this schedule.
RETENTION
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Graduation and transcripts, GRS-1506
AUTHORIZED: 11/07/2017
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 39 years and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Historical
Official transcripts document students' attendance and completion of school. They are fundamental historical records about students and are important for documenting qualifications and residency per the Dream Act (S. 952, H.R. 1842, S. 1258).
PRIMARY DESIGNATION
Exempt. 4 CFR Part 99.30,31 (2017); Utah Code 63G-2-201(3)(b)(2017)
AGENCY: Mountain Heights Academy (Utah)
SERIES: 29185
TITLE: Bank statements
DATES: 2009-
ARRANGEMENT: Chronological.
DESCRIPTION: These records support the agency's administrative function to audit the use of all public funds (Utah Code 51-2a-201 (1)(2017)). These records are monthly financial statements showing the money received into and paid out of agency bank accounts. Information includes the bank name, total deposits and withdrawals, credit and cash balances, and related records.
RETENTION
DISPOSITION
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: 05/30/2017
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 3 years and then destroy.
APPRAISAL
Fiscal
PRIMARY DESIGNATION
Private. Utah Code 63G-2-301(3)(e)(2014)
AGENCY: Mountain Heights Academy (Utah)
SERIES: 29186
TITLE: Personnel records
DATES: 2009-
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)(2017)