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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