Records Retention Policy
Monthly Reports
Board Agendas, approved Board Meeting Minutes and Monthly Treasurers Reports shall be kept on the Circle XX CSD website for a minimum of 3 years.
Meeting Tape Recordings
Tape Recordings of Board Meetings shall only be kept until the Board Minutes for the meeting are officially approved at a later Board Meeting.
Annual Reports
Annual Budgets, Annual Audit, Annual Financial Reports, Annual Disclosure of Reimbursement Reports shall be kept on the Circle XX CSD website for a minimum of 3 years.
Miscellaneous Official Reports
Copies of any Federal, State, Calaveras County, LAFCO, or other governmental agency Circle XX CSD reports shall be retained for 3 years.
Receipts
Copies of receipts for authorized Board Approved payments shell be kept for 3 years.
Records Retention Policy.pdf