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708 Care, Maintenance and Disposal of School District Records

NONINSTRUCTIONAL AND BUSINESS SERVICES

708 - CARE, MAINTENANCE AND DISPOSAL OF SCHOOL DISTRICT RECORDS

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

Secretary's financial records

Permanently

Treasurer's financial records

Permanently

Minutes of the Board of Directors

Permanently

Annual audit reports

Permanently

Annual budget

Permanently

Permanent record of individual pupil

Permanently

Records of payment of judgments against the school district

20 years

Bonds and bond coupons

10 years

Written contracts

10 years

Canceled warrants, check stubs, bank statements, bills, invoices, and related records

5 years

Recordings of closed meetings

1 year

Program grants

As determined by the grant

Nonpayroll personnel records

7 years

Payroll records

3 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 shall be housed in the central administration office of the school district.  The employees' records shall be 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 shall be conducted annually under the supervision of the superintendent.  This report shall be filed with the board secretary.

A perpetual inventory shall be maintained on consumable property of the school district.

The permanent and cumulative records of students currently enrolled in the school district shall be housed in the central administration office of the attendance center where the student attends.  Permanent records must be housed in a fireproof vault.  The building administrator shall be responsible for keeping these records current.  Records of students who have graduated or are no longer enrolled in the school district shall be housed in the secondary school.  These records will be maintained by the superintendent.

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 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:       City of Sioux City v. Greater Sioux City Press Club, 421 N.W.2d 895 (Iowa 1988).

                                    City of Dubuque v. Telegraph Herald, Inc., 297 N.W.2d 523 (Iowa 1980).

                                    Iowa Code §§ 22.3, .7; 279.8, .15, .16; 304 (1995).

                                    281 I.A.C. 12.3(6).

Cross Reference:         206.3  Secretary

                                    215    Board of Directors' Records

                                    401.5  Employee Records

                                    506    Student Records

                                    901    Public Examination of School District Records

Approved        6/20/96

Reviewed       2/15/16

Revised           2/15/16, 4/18/22