(a) Administrative records. Records listed in this division (a) are generally found in most municipal offices. This administrative records retention schedule applies to every municipal department, board, commission or other municipal related entities unless superseded by a specific schedule.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Accident reports/files | |
Bodily injury to non-employee | 6 years provided no action pending |
Damage to municipal vehicle or property | 6 years provided no action pending |
Employee injury | Place in personnel file |
Activities reports (all types) | 2 years |
Agendas | 6 years |
Annual department budget | 5 years |
Annual department report | Permanent (at 50 years, appraise for historical value) |
Annual municipal budget | Permanent (at 50 years, appraise for historical value) |
Annual municipal report | Permanent (at 50 years, appraise for historical value) |
Attendance reports/records | 6 years |
Audiovisual, PR and training materials | Until information is superseded, obsolete or replaced, then appraise for historical value |
Badges and IDs | Turn in upon termination for immediate destruction |
Blank forms | Until obsolete or superseded |
Blueprints/vellums | Until updated, superseded or obsolete, then appraise for historical value |
Budget preparation documents (working papers) | 4 years |
Bulletins, posters and notices to employees | Until no longer administratively necessary |
Calibration records (all types) | 5 years |
Compliance records (all types) | 5 years |
Continuing education certificates, and training attendance records class seminar, contracts and agreements | Place in personnel file |
Contracts and agreements | 15 years after expiration or termination |
Copies (all media) | |
Official copy | Use applicable records series retention period |
Reading, informational, reference copy | Until no longer administratively necessary |
Correspondence | |
Executive | 5 years |
General letters | 2 years |
Legislative branch | 3 years |
Routing form letters | 1 year |
Delivery slips and packing slips | 2 years |
Disaster plans | Until updated or superseded |
Dispatcher radio/phone calls audio recordings | 30 days (provided no action pending), then erase and reuse |
Drafts (all media) | Until no longer administratively necessary |
Drawings, tracings, mylars | Until updated, superseded or obsolete, then appraise for historical value |
Equipment inventories | 3 years |
Equipment maintenance records | Life of the equipment |
Equipment records – personal use items (clothing, radios, tools, weapons and the like) | Until equipment returned by employee |
Executive orders | Until superseded, obsolete or replaced, then appraise for historical value |
Expense records | 3 years, provided audited |
Facsimile (fax) | |
Logs | 1 year |
Messages | See correspondence retention periods |
Flow charts – operations | 2 years |
Fuel usage records | 3 years |
General orders, directives, policies, rules, regulations or procedures | Until superseded, obsolete or replaced, retain 1 copy until audited |
Grant files/records (federal, state, local) | 5 years; provided audited and disputes resolved hearings (not employee related) |
Audio and video recordings | 2 years |
Report of proceedings | Permanent |
Transcripts | 5 years |
Job descriptions | Until superseded or obsolete |
Leases | |
Equipment | 2 years after expiration |
Real estate | 5 years after expiration |
Licenses, permits, certificates | 1 year after expiration |
Mail | |
Unsolicited mail (anonymous, slanderous, groundless complaints, sales material, informational brochures and the like) | Until no longer administratively necessary |
Mailing lists | Until updated, superseded or obsolete |
Management/operations reports | |
Annual | 5 years |
Consultant produced | 5 years |
Monthly, quarterly, semi-annual | Until incorporated into an annual report |
Manuals and handbooks | Until superseded, obsolete or replaced, retain 1 copy until audited |
Maps and plats | Until updated, superseded or obsolete, then appraise for historical value |
Material safety sheets | Until superseded |
Mayor’s journal | Permanent |
Meeting notices (R.C. § 121.22) | 2 years, provided audited |
Memoranda | See correspondence retention periods |
Minutes of meetings (Council, committee and the like) | |
Approved hard copy | Permanent |
Audio and video recordings | 1 year provided information concerning the meeting is substantially transcribed |
Drafts and notes | Until hard copy of minutes is approved |
Floppy disk, compact disk or computer hard drive copy | Until no longer administratively necessary |
Unapproved copy | Until approved |
Municipal publications | Until superseded or obsolete, retain 1 copy |
Oaths of office | 10 years after leaving office |
Photo file (including prints, slides, negatives, transparencies and related photographic items) | Until information is no longer current, then appraise for historical value |
Press/news releases | 3 years |
Printing orders | 3 years, provided audited |
Project plans/drawings/as built | Life of project or obsolete, then appraise for historical value |
Project final report | Permanent |
Property dedications (street, parks, land and the like) | Permanent |
Property disposal records | 25 years |
Property inventories | Until superseded |
Purchase orders (copies) | Until no longer administratively necessary |
Receipts/receipt books | 2 years, provided audited |
Receiving documents | 3 years |
Records requests | 2 years |
Records retention documents | 25 years |
Records retention schedule | Until superseded |
Reference/library materials | Until superseded, obsolete or replaced |
Reports to Council | 5 years |
Requests for proposals | 2 years |
Requisitions | 3 years, provided audited |
Research files | 5 years or until no longer administratively necessary |
Rosters/directories | 1 year after superseded or obsolete |
Scrapbooks/yearbooks | Appraise for historical value |
Speeches/presentations | 3 years |
Statistical reports | |
Monthly, quarterly, semi-annual | Until incorporated into an annual report |
Annual | 5 years |
Consultant produced | 5 years |
Surveillance tapes/videos | 30 days, then reuse provided no action pending |
Surveying (field notes) | Permanent |
Table of organization/organizational charts | Until superseded or obsolete |
Telephone | |
Bills, charges, call detail records | 2 years, provided audited |
Messages | Until no longer administratively necessary |
Service records and documentation | Life of system |
System equipment inventory | Continually updated, retain superseded data 1 year |
Training material/lesson plans | Until superseded |
Uniform records | 3 years, provided audited |
Vehicle maintenance records | Until vehicle is sold |
Vehicle mileage records | Until vehicle is sold |
Village Administrator’s journal | Permanent |
Visitor’s log or sign-in sheets | 1 year |
Voice mail | |
Messages | Until no longer administratively necessary |
System documentation | Life of system |
Warranties | 2 years after expiration |
Work orders | 2 years |
Work schedules | 1 year after schedule change |
(B) Building, planning and zoning records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Annexation case files | Permanent |
Annexation record | Permanent |
Appeals on interpretation of code | Permanent |
Area commission files | 25 years |
Board of Zoning Adjustments case files | 10 years |
Board of Zoning Adjustments journal | Permanent |
Building applications | Until occupancy permit issued |
Building cards | Permanent |
Building folders | Review at 5 years, retain until no longer administratively necessary, then appraise for historical value |
Building inspection reports | 5 years |
Building permit record | Permanent |
Building plans | |
Commercial | 5 years |
Municipal owned | Life of structure, then appraise for historical value |
Residential | 3 years |
Building sign inspection files | Permanent |
Case files (Board of Building Standards and Appeals) | 10 years |
Case files (Board of Zoning Appeals) | 10 years |
Certificates of insurance | 2 years after expiration, provided no claims pending |
City Building Code | Until superseded, retain 1 copy permanently |
Community development reports | Until no longer of administrative value |
Complaints | 2 years, provided no action pending |
Condemnation and demolition records | Permanent |
Contractor’s registration | 2 years |
Demolition permits | Permanent |
House number record | Permanent |
Housing, land use, population and other | Until no longer of administrative value, then special studies appraise for historical value |
Index to Board of Zoning Adjustments case files | 25 years |
Index to variance records | 25 years |
Index to zoning case records | 25 years |
Industrial use permit reviews | Permanent |
Legislative research files/drafts | Until no longer of administrative value |
Loan and grant applications (copies) | 3 years, provided audited |
Occupancy permit records | Permanent |
Performance bonds (contractors) | 10 years after expiration |
Permits (all types) | 3 years, provided audited |
Planning briefs | 25 years |
Planning Commission case files | 10 years, provided no action pending |
Project planning files | 5 years after completion of final project report, then appraise for historical value |
Project reports | 25 years, then appraise for historical value |
Quadrant files | 5 years |
Rezoning applications | Until final action taken and recorded |
Rezoning case files | 5 years after final decision rendered |
Street name change record | Permanent |
Street and alley vacation cases files | Permanent |
Subdivision files | Permanent |
Transportation research files | 10 years, then appraise for historical value |
Urban renewal files | Until obsolete, then appraise for historical value |
Violations | Until corrected or adjudicated by a court, whichever is later |
Zoning case log | 25 years |
Zoning certificate for occupancy and use of land and buildings | Permanent |
Zoning change request | 5 years, provided no action pending |
Zoning permit applications | 1 year after final decision rendered |
Zoning permit record | Permanent |
Zoning variance case files | 5 years after final decision, provided no action pending |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(c) Cemetery records. All cemetery records are maintained by the Montgomery Township Cemetery Board. Please see Cemetery Board Clerk for records retention schedule.
(d) Council records.
Records Series Title | Retention Period |
Records Series Title | Retention Period |
Attendance record | Term of office, provided audited |
Council members’ files | Term of office, then appraise for historical value |
Hearings (employee related) | |
Report of proceedings | 2 years after appeals exhausted |
Transcripts | 5 years after appeals exhausted |
Index to Council minutes | Permanent |
Index to ordinances/resolutions | Permanent |
Legislative research files/drafts | Until no longer needed |
Liquor license requests | |
Approved | 3 years |
Denied | 1 year |
Minutes | Permanent |
Ordinances | Permanent |
Petitions | 5 years |
Proclamations | 2 years |
Reports to Council | 5 years |
Resolutions | Permanent |
Subject and administrative files | 5 years |
* Plus any records that apply from the administrative records section | |
(e) Engineering records.
Records Series Title | Retention Period |
Records Series Title | Retention Period |
Aerial photographs | Until superseded, then appraise for historical value |
Bridge plans | Life of bridge |
Bridge inspection reports | 10 years |
Change orders | Place in project file |
Contractor’s prevailing wage records | 5 years |
Day books | 3 years |
Federal project files | 5 years after completion of project, provided audited |
House number records | Permanent |
Job orders | 3 years |
Maintenance orders | 2 years |
Project files (contracts, specifications, change orders, progress reports and the like) | 15 years after completion of project |
Project inspection records | Include in project files |
Sanitary sewer records | Permanent |
Sewer testing records | 5 years, provided no action pending |
Special assessments record | 3 years after final payment, provided audited |
Village properties file | Permanent |
Village zoning maps | Permanent |
* Plus any records that apply from the administrative records section | |
(f) Financial records. This financial records retention schedule applies to every municipal department, board, commission or other municipal related entities that tangibly collect money, unless superseded by a specific schedule.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Acceptance of utility rate ordinance notices | Permanent |
Accounts ledger | 5 years after last entry, provided audited |
Accounts payable record | 3 years, provided audited |
Accounts receivable ledger, general | 3 years, provided audited |
Annual appropriation ordinances (copies) | 5 years |
Annual certificate of estimated resources | 7 years |
Annual financial report | Permanent |
Annual report to the auditor of state | 5 years |
Appropriation ledger | 5 years, provided audited |
Assessment record | Until paid and audited |
Audit reports | |
Auditor of State | Permanent |
Federal | Permanent |
Internal | Permanent |
Bad check or bad debt records | 2 years after payment or settlement |
Balance sheets | 3 years, provided audited |
Bank deposit records (receipts, reconciliation, slips, statement and the like) | 3 years, provided audited |
Bid bonds | |
Successful bidder | Retain until acceptance of performance bond |
Unsuccessful bidder | Return after project awarded |
Bids | |
Successful | 15 years after completion of project |
Unsuccessful | 2 years after letting of contract |
Block grant documentation | 5 years |
Bond register | Permanent |
Cancelled checks/warrants | 3 years, provided audited |
Capital improvement bonds | Until paid off and audited, then appraise for historical value |
Cash books/cash reports | 3 years, provided audited |
Cash receipts and disbursements | 3 years, provided audited |
Cash register tapes/records | 2 years, provided internal control established |
Certificate of result of election (bond issues) | Until expiration of bond issue |
Chargeback reports/records | 3 years |
Check registers/stubs/carbons | 3 years, provided audited |
Checking account statement | 3 years, provided audited |
Checks/warrants (voided) | Until audited |
Client payment files | 3 years |
Computer generated financial reports | |
Annual | 5 years |
Monthly, quarterly, semi-annual | Until updated version or annual report |
Computer records | Create separate schedule |
Cost control records | 3 years |
Damage claims | Until settled and all appeals exhausted |
Deposit refund requests | Until deposit refunded and account audited |
Encumbrance and expenditure journal | 7 years, provided audited |
Encumbrance documents | 3 years |
Federal revenue sharing account | 7 years, provided audited |
Fixed assets record | 10 years |
General ledger | 25 years |
Indebtedness statement | Permanent |
Insurance policies | 2 years after expiration, provided all claims settled |
Intergovernmental tax receipts | 3 years, provided audited |
Investment records | 3 years, provided audited |
Invitation to bid (ITB) | 2 years, provided audited |
Invoices and supporting documents | 3 years, provided audited |
Licenses term of license plus | 1 year |
Monthly statement of balances | 3 years, provided audited |
Mortgages | Until paid and cancelled, provided audited |
Oil and gas drilling permits | Permanent |
Pay-in records | 3 years, provided audited |
Performance bonds | After project successfully completed and accepted |
Permits (all types) | 3 years, provided audited |
Personal or professional services | |
Invoice or statement of service | 3 years, provided audited |
Petty cash records | 3 years, provided audited |
Phone quotes/confirmations | 2 years |
Posting sheets and cards for paid bills | 3 years, provided audited |
Prevailing wage records | 3 years, provided audited |
Property inventories | 3 years |
Purchase orders | |
Copies | Until no longer administratively necessary |
Originals | 3 years, provided audited |
Receipt and expenditure report to State Auditor | 3 years |
Receiving documents | 3 years |
Reconciliation sheets, bank accounts | 3 years, provided audited |
Record of funds received | 3 years, provided audited |
Refund check ledger | 5 years, provided audited |
Remittance advice | 3 years |
Report of cash received | 3 years, provided audited |
Request for proposals | 2 years |
Retirement system exemption record (waiver) | Permanent |
Retirement system payments/records | Permanent |
Sales tax records | 4 years |
Settlement sheet/tax distribution from County Auditor | 10 years |
Special assessments | Until paid off and audited |
Surety bonds (special) | 10 years after expiration |
Surety bonds of officials or employees | 10 years after termination of officer or employee |
Tax abatement records duration of the abatement plus | 1 year |
Tax settlement reports | 3 years, provided audited |
Trial balance records | 3 years |
Transmittal of Ohio wage and tax statement | 6 years, provided audited |
Travel expense records | 3 years, provided audited |
Treasury investment board report | 10 years |
Unemployment compensation records | 3 years, provided audited |
Uniform allowance records | 3 years, provided audited |
Vouchers | |
Copies | Until no longer administratively necessary |
Originals | 3 years, provided audited |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(g) Fire Department records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Above and underground storage tank records | Permanent |
Alarm response report | 5 years |
Annexation files | Permanent |
Arson reports | Permanent |
Burning complaint file | 7 years |
Daily alarm log | 7 years |
Disaster plan | Permanent |
Dispatch sheets/logs | 7 years |
Emergency medical services records | 7 years |
EPA burning violation records | 7 years |
Fire and loss record | Permanent |
Fire Code | Permanent |
Fire incident reports | 7 years |
Fire investigation files and index | Permanent |
Fireworks applications and permits | 20 years |
Gas and oil disbursement record | Permanent |
Hydrant location record | Permanent |
Inspection reports/cards (all types) | Permanent |
Insurance claim file | Permanent |
Master run reports | 7 years |
Mutual aid agreements | Permanent |
Personnel records | Permanent |
Radio/phone calls audio recordings | 5 years |
Standpipe test | Permanent |
Station house daily logs | 7 years |
Violation notices | 20 years |
Water surveys | Permanent |
(h) Legal records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Case files (civil) | 10 years, provided no action pending |
Case files (criminal) | 20 years, provided no action pending |
Claims for damages | 2 years after case settled and all appeals exhausted |
Court transcripts | 3 years after case settled |
Deeds | Permanent |
Easements | Permanent |
Legal notices | |
Proof of publication | 5 years |
Tear sheets | 2 years |
Legal opinions from municipal legal counsel | Permanent |
Liability waivers | 3 years, provided no action pending |
Research files | 5 years |
Settlements | 3 years |
Village property files | Permanent |
Worker’s compensation claims | 10 years after date of final payment |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(i) Municipal income tax records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Accounts receivable | 7 years |
Annual summary of cash collected | 3 years, provided audited |
Business income tax reconciliation form | 7 years |
Closed accounts | 7 years |
Control sheet | 7 years |
Corporate partnership fiduciary income tax return | 7 years |
Daily posting recapitulation | 3 years, provided audited |
Declaration of estimated income tax | |
Business | 7 years |
Individual | 7 years |
Delinquent account records | Until paid and audited |
Detailed cash receipt record | 6 years |
Final return for the year | 7 years |
Individual’s tax return | 7 years |
Quarterly notice of installment due | 7 years |
Quarterly payment statement | 7 years |
Refund voucher | 7 years |
Uncollectible income tax accounts | 7 years |
* Plus any records that may apply from the administrative records section, financial records section and other sections in this records retention schedule | |
(j) Parks and recreation records.
Record Series Title | Retention Period |
Contracts and agreements | 15 years after expiration or termination |
Fee books (shelter house and the like) | 3 years, provided audited |
Permits (all types) | 3 years, provided audited |
Plans of park property | Permanent |
Schedules (baseball, softball, volleyball, events, shelter house use and the like) | Until no longer administratively necessary |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule |
(k) Payroll records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Application for OPERS refund of waiver | Permanent |
Court orders for payroll deduction | Until employee terminated or order rescinded |
Employee earning record | Continually compiled and updated until termination; info placed in personnel file yearly |
Employee income tax withholding | |
Withholding certificate | 3 years after termination of employment, provided audited |
Withholding payment record | 6 years, provided audited |
Employee pay records | Continually updated until termination, then place into personnel file or enter date onto employee history card |
Employee withholding requests | Unit replaced or revoked by employee |
Employer quarterly federal tax return | 4 years, provided audited |
Garnishment orders | Until employee termination or order rescinded |
Leave balances/reports | |
Annual employee leave use/balance report | 5 years |
Annual leave use and balances by mini unit individual employee | 25 years, continually updated in personnel file, purge 2 years after termination, provided no outstanding balances |
Bi-weekly report of leave use and balances | Until incorporated into annual leave balances |
Notification of pay/pay increase | Until superseded; copy in personnel file |
Overtime authorization | 2 years, provided audited |
Overtime reports | 2 years, provided audited |
Payroll journal/record | |
Annual cumulative printout | 50 years |
Cumulative employee payroll data | Place in personnel file |
Weekly/monthly payroll journal | 3 years, provided audited |
Reports to retirement systems | 50 years |
State income tax reports | 25 years |
Tax withholding reports | 7 years, provided audited |
W-2 forms | 7 years, provided audited |
W-4 forms | Until superseded or employee terminated |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(l) Personnel records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Applications for employment or appointment | |
Copies | Until no longer administratively necessary |
Person hired/appointed | Place in personnel file |
Person not hired/appointed | 2 years |
Commendations/promotions | Place in personnel file |
Employee exposure to hazardous chemicals | |
Biological hazards or infectious diseases report | Place in personnel file |
Employee history record card | Permanent (in lieu of personnel file) |
Employee performance evaluation | 5 years |
Employee sick leave and vacation balances | Continually updated by fiscal office until employee terminated; balances verified yearly and recorded in personnel file |
Employee time cards/sheets | 3 years |
Employee training records | Place in personnel file |
Grievance hearing records | 1 year after resolved |
Insurance enrollment record | 1 year after employee leaves municipal employment |
Job/position descriptions | 1 year after superseded |
Labor union agreements | 15 years after termination |
Leave requests (all types) sick, vacation, overtime and the like | 3 years, provided balances journalized |
Letter of appointment | Place in personnel file |
Letter of reference | 2 years after hire |
Letter of resignation | Place in personnel file |
Personnel actions | Place in personnel file |
Personnel file/records purge | 2 years after employee leaves municipal service; retain permanent record of service time, salary history, leave balances, taxes paid resignation letter, retirement information and waivers; in lieu of the documents, use a duly certified employment history card; retain OSHA related documents 20 years |
Promotion action | Place in personnel file |
Record of disciplinary action | 4 years |
Reports to Bureau of Employment Services | 2 years |
Reprimands/demotions | Place in personnel file |
Unemployment compensation case files | 4 years after date of final payment |
Worker’s compensation case files | 10 years after date of final payment |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(m) Police Department records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Alarm response reports | 5 years |
Arrest records (adult) | Permanent |
Arrest records (juvenile) | Permanent |
Arrest records (traffic) | Permanent |
Assignment schedules | 3 years |
Background investigation files | Permanent digital record |
Bicycle registration files | Permanent digital record |
Blood-born pathogen manual | Until superseded or obsolete |
BOLO files | Permanent digital record |
Booking records | Permanent/see arrest records |
Calibration records | 5 years |
Calls for service | Permanent digital record |
Civil document files | Returned to court upon disposition |
Criminal case files | |
Felony | 50 years |
Misdemeanor | 5 years |
Daily shift activity sheets | Discard after 1 year |
Drug enforcement fund | Permanent digital record |
Evidence inventories | Permanent digital record |
FBI/BCI investigative reports | Not public record/destroyed when no longer required |
Field interrogation reports | Permanent digital record |
Fingerprints | Permanent record |
Firearm records and inventories | Until removed from service and sold |
Firearms training files | Maintained with personnel files |
Fireworks applications/permits | 2 years after exhibition |
Furtherance of justice fund | Permanent - maintained by Chief |
General activity statistical data | Permanent digital record |
Homicide reports/evidence | Permanent record |
Internal affairs | Permanent digital record |
Internal security files | Confidential; destroy if changed |
Investigations homicide and evidence | Permanent |
Investigations rape and evidence | Permanent |
Job descriptions | Until superseded or obsolete |
Juvenile records | Permanent |
Leads agreement files | Permanent; confidential |
Leads printouts | Immediate destruction if not needed, not public record |
Leads record logs | Permanent |
Licenses - FCC | Permanent paper record |
Liquor permit records | 3 years |
Master name index | Permanent |
Missing person reports | Permanent digital record |
Offense/incident reports - felony | Permanent digital record |
Offense/incident reports - misdemeanor | Permanent digital record |
Parking citations | 3 years |
Prisoner booking records | Permanent digital record |
Property room logs | Permanent |
Radio/phone call audio recordings | 60 days if no case pending, then destroy |
Recovery property files | Permanent digital record |
Search and seizure log | 10 years after close of case |
Security details and contracts | Permanent digital record |
Sex offender registrants | Permanent digital record |
State of Ohio traffic crash reports | 20 years |
Stolen property records | Permanent digital record |
Subpoenas, summonses, trial notices | File with criminal case file upon discharge |
Traffic citation files | Permanent digital record |
Traffic study files | Until superseded or obsolete |
Towed vehicle files | Permanent digital record |
Uniform domestic violence reports | Permanent digital record |
Uniform quarterly hate crime report | Permanent digital record |
Vehicle maintenance records | Until vehicle is sold |
Vehicle mileage records | Until vehicle is sold |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(n) Sewer/water/electric plant operation records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Analytical data (chemical analyses, monitoring records, EPA reports, water quality reports, operating logs, monthly reports; all types) | 10 years |
Flow charts (fluids) | 5 years |
Instrumentation data | |
Calibration records | 5 years |
Continuous monitoring original recordings | 5 years |
Maintenance records | 5 years |
Laboratory testing | |
Internal sampling data (not reported) | 5 years |
Monthly testing summary reports | 25 years |
Records | 5 years |
Meter reports (complaints, testing, etc) | 5 years |
Plant operation and maintenance records | 5 years |
Rainfall statistics | 5 years |
Septic tank hauler record | 5 years |
Well maintenance and field logs | 10 years after will is capped |
Please note: These periods will be extended during the course of any unresolved litigation, or when requested by the Regional Administrator of the Ohio EPA * Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(o) Street Department records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Blueprints, maps, and plans | Life of infrastructure; then appraise for historical value |
Haul tickets | 2 years, provided audited |
Pesticide application records | 5 years |
Proposals for street improvements | Until approved or proposal rejected |
Sewer repair sheets | 10 years |
Street lighting | |
Assessment records | Until paid off |
Petitions | 3 years |
Pole locations | Until updated |
Street opening permits | 3 years |
Street repair cost summary record | 3 years, provided audited |
Street repair record | 3 years |
Traffic study files | Until superseded, then appraise for historical value |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(p) Utility billing and administrative records.
Record Series Title | Retention Period |
Record Series Title | Retention Period |
Application for service | Until service terminated |
Application for water or sewer tap permits | 1 year after final decision is rendered |
Billing adjustments books | 3 years, provided audited |
Billing ledger cards | 3 years after date of final entry, provided audited |
Cost control data | Until no longer administratively needed |
Curb box location record | Permanent |
Customer meter reader cards | 2 years |
Daily over and short reports | 3 years, provided audited |
Daily work orders | 3 years |
House service cards | Permanent |
Industrial waste records | Permanent |
Lift station location records | Permanent |
Meter and valve location records | Permanent |
Meter reading records | 4 years |
Meter test records | |
Repair/replace records | 3 years |
Monthly account register | 10 years |
Monthly collection report | 3 years, provided audited |
Project files | Until project completed and final report issued |
Project final reports | Permanent |
Property records (deeds, right-of-ways, annexations, vacations, easements and the like) | Permanent |
Refuse information (pick-up schedules, customer information, complaints) | Through life of contract |
Security deposit records | Until refunded to depositor |
Security deposit refund requests | 3 years, provided audited |
Sewer rent record | 3 years, provided audited |
Shut off lists | 4 years |
Special sewer authorizations or hookups | Permanent |
Suspended account record | Until account settled, provided audited |
Test boring record | Permanent |
Utility billing receipt book | 3 years, provided audited |
Utility billing stubs | 3 years, provided audited |
Utility rate ordinances | Until superseded, provided audited |
Water and sewer line location records | Permanent |
Water and sewer tap record | Permanent |
Water main location record | Permanent |
Water usage reports | 3 years |
* Plus any records that may apply from the administrative records section and other sections in this records retention schedule | |
(Ord. O2021-013, passed 11-23-2021)