708 - Care, Maintenance and Disposal of School District Records

708 - Care, Maintenance and Disposal of School District Records

Policy 708: Care, Maintenance and Disposal of School District Records

Status: APPROVED

Original Adopted Date: 11/04/2016 | Last Revised Date: 08/12/2024 | Last Reviewed Date: 08/12/2024

 

 

School district records are housed in the central administration office of the school district. It is the responsibility of the superintendent and board secretary to oversee the maintenance and accuracy of the records. The following records are kept and preserved according to the schedule below:
 

Secretary's financial records

Permanently

Treasurer's financial records

Permanently

Open meeting minutes of the Board of Directors

Permanently

 Annual audit reports

Permanently

Annual budget

Permanently

Permanent record of individual pupil

Permanently

School election results

Permanently

Real property records (e.g., deeds, abstracts)

Permanently

Records of payment of judgments against the school district

20 years

Bonds and bond coupons

11 years after maturity, cancellation, transfer, redemption, and/or replacement

Written contracts

11 years

Cancelled warrants, check stubs, bank statements, bills, invoices, and related record

5 years

Recordings and minutes of closed meetings

1 year

Program grants

As determined by the grant

Nonpayroll personnel records

7  years after leaving district

Payroll personnel records

3 years after leaving the district

Employment applications

2 years

Payroll records

3 years

School meal programs accounts/records

3 years after submission of the final claim for reimbursement

Records of complaints of sex discrimination, and conduct that reasonably may constitute sex discrimination, plus all responsive records and outcomes and training materials on this topic

7 years

In the event that any federal or state agency requires a record be retained for a period of time longer than that listed above for audit purposes or otherwise, the record shall be retained beyond the listed period as long as is required for the resolution of the issue by the federal or state agency. 

Employees' records are housed in the central administration office of the school district. The employees' records are maintained by the superintendent, the building administrator, the employee's immediate supervisor, and the board secretary.

An inventory of the furniture, equipment, and other nonconsumable items other than real property of the school district is conducted annually under the supervision of the superintendent. This report is filed with the board secretary.

The permanent and cumulative records of students currently enrolled in the school district are housed in the central administration office of the attendance center where the student attends. Permanent records shall be housed in a fire resistant safe or vault or electronically with a secure backup file. The building administrator is responsible for keeping these records current. Permanent records of students who have graduated or are no longer enrolled in the school district are housed in the [insert location] and will be retained permanently. These records will be maintained by the superintendent. Special education records shall be maintained in accordance with law.

The superintendent may digitize or otherwise electronically retain school district records and may destroy paper copies of the records. An electronic record which accurately reflects the information set forth in the paper record after it was first generated in its final form as an electronic record, and which remains accessible for later reference meets the same legal requirements for retention as the original paper record. 
 

NOTE:  Most of the time limits listed in this policy are based on legal requirements.  Where the law is silent, best practice time limits have been developed.  Prior to changing any of the time limits listed, it is recommended that local counsel be contacted.

 

Legal Reference:

7 C.F.R. § 210.23(c). 
34 C.F.R. 106.8
Iowa Code §§ 22.3; 22.7; 91A.6; 279.8; 291.6; 554D.114; 554D.119; 614.1(13).
281 I.A.C. 12.3(4); 41.624.
City of Sioux City v. Greater Sioux City Press Club, 421 N.W.2d 895 (Iowa 1988).

 

 

I.C. Iowa Code

Description

Iowa Code  § 22.3

Open Records - Supervision

Iowa Code  § 22.7

Confidential Records

Iowa Code  § 279.8

Directors - General Rules - Bonds of Employees

Iowa Code  § 291.6

Board Officers - Duties of Secretary

Iowa Code  § 554D.114

Records - Electronic - Retention

Iowa Code  § 554D.119

Records - Electronic - Creation, Retention

Iowa Code  § 614.1

Limitations of Action - Period

Iowa Code  § 91A.6

Wage Payment Collection - Notice and Recordkeeping

I.A.C. Iowa Administrative Code

Description

281 I.A.C. 12.3

Administration

281 I.A.C. 41.624

Special Education - Information Procedures

C.F.R. - Code of Federal Regulations

Description

34 C.F.R. 106.8

Designation of Coordinator, dissemination of policy, and adoption of grievance procedures

Case Law

Description

City of Sioux City v. Greater SC Press Club

421 N.W.2d 895 (Iowa 1988)

Cross References

Code

Description

206.03

Secretary (I, II)

215

Board of Directors' Records

215-E(1)

Board of Directors' Records - Board Meeting Minutes

401.05

Employee Records

401.05-R(1)

Employee Records  - Regulation

506.01

Education Records Access

506.01-R(1)

Education Records Access - Regulation

506.01-E(1)

Education Records Access - Request of Nonparent for Examination or Copies of Education Records

506.01-E(2)

Education Records Access - Authorization for Release of Education Records

506.01-E(3)

Education Records Access - Request for Hearing on Correction of Education Records

506.01-E(4)

Education Records Access - Request for Examination of Education Records

506.01-E(5)

Education Records Access - Notification of Transfer of Education Records

506.01-E(6)

Education Records Access - Letter to Parent Regarding Receipt of a Subpoena

506.01-E(7)

Education Records Access - Juvenile Justice Agency Information Sharing Agreement

506.01-E(8)

Education Records Access - Annual Notice

901

Public Examination of School District Records

 

dawn@iowaschoo… Thu, 01/23/2020 - 20:54