§ 272.02 RECORDS RETENTION SCHEDULE.
   (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retention schedule applies to every municipal department, board, commission or other municipal related entities unless superseded by a specific schedule.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Until information is superseded, obsolete or replaced, then appraise for historical value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Until obsolete or superseded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Until updated, superseded or obsolete, then appraise for historical value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Until updated or superseded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Until updated, superseded or obsolete, then appraise for historical value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)