Laserfiche WebLink
*Records may be disposed of following minimum retention period only if released from audits or other official action (excluding litigation). If applicable, see <br />Litigation Case File, STANDARD -1. ADMINISTRATION AND MANAGEMENT RECORDS, item 30. <br />* *Records in this series that are more than 60 years old, or have severe conservation concerns, may be offered to the State Archives of North Carolina for 19 <br />permanent transfer. <br />t See signature page. The agency hereby agrees that it will establish and enforce internal policies setting minimum retention periods for the records that <br />Cultural Resources has scheduled with the disposition instruction "destroy when administrative value ends." Please use the space provided. <br />F -9 Page 119 <br />STANDARD -2: BUDGET, FISCAL AND PAYROLL RECORDS <br />ITEM # <br />RECORD SERIES TITLE <br />DISPOSITION INSTRUCTIONS <br />CITATION <br />32. <br />INTERNAL REVENUE SERVICE (IRS) TAX FORMS <br />Destroy in office after 7 years. <br />Comply with applicable <br />Complete IRS tax forms for agency employees. <br />provisions of G.S. § <br />159A -98 regarding <br />confidentiality of <br />personnel records. <br />33. <br />INVESTMENT RECORDS <br />Destroy in office after 3 years.* <br />G.S. § 159 -30 <br />Includes fund information, portfolio listings and <br />reports, balance sheets, requests to invest and <br />withdraw, notices, and other related account activity <br />documentation. <br />34. <br />INVOICES <br />Destroy in office after 3 years.* <br />35. <br />LOCAL GOVERNMENT COMMISSION FINANCIAL <br />Destroy in office after 3 years.* <br />Comply with provisions <br />STATEMENTS <br />of G.S. § 159A -33 and § <br />159 -33.1. <br />36. <br />LOCAL GOVERNMENT EMPLOYEES RETIREMENT <br />Destroy in office after 3 years.* <br />SYSTEM MONTHLY REPORTS <br />37. <br />MONTHLY BUDGET REPORTS <br />Destroy in office after 3 years.* <br />G.S. § 159 -30 <br />38. <br />PAID CHECKS, BILLS AND VOUCHERS <br />Destroy in office after 3 years.* <br />*Records may be disposed of following minimum retention period only if released from audits or other official action (excluding litigation). If applicable, see <br />Litigation Case File, STANDARD -1. ADMINISTRATION AND MANAGEMENT RECORDS, item 30. <br />* *Records in this series that are more than 60 years old, or have severe conservation concerns, may be offered to the State Archives of North Carolina for 19 <br />permanent transfer. <br />t See signature page. The agency hereby agrees that it will establish and enforce internal policies setting minimum retention periods for the records that <br />Cultural Resources has scheduled with the disposition instruction "destroy when administrative value ends." Please use the space provided. <br />F -9 Page 119 <br />