AGENCY: Board of Education. Office of Education. Education Equity Section
SERIES: 12817
TITLE: Travel expenditures log
DATES: 1990-
ARRANGEMENT: Alphabetical by program name, thereunder chronological
DESCRIPTION: These records include a Request for Approval of Trip form (DF-5), which shows the planned itinerary and the costs of the trip. Supporting documentation, such as conference agenda, are attached. Upon completion of the trip, a DF-5A Reimbursement form is completed. In addition to this documentation on each trip taken by agency employees, the series contains program budget sheets which have been balanced with the travel information. Equity employees each have a corporate credit card which is used to pay for travel and conference expenses. The employee pays this bill and is reimbursed by the agency. These records document the agency payment to the individual employee.
RETENTION
Retain for 5 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 08/1996
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years and then destroy.
APPRAISAL
Legal
This disposition is based on 34 CFR 76.730, which requires that records of state-administered Department of Education projects be retained for five years "after completion of activity for which the state uses grant or subgrant funds."
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. Employee's social security number [UCA 63G-2-302(1)(e) (2008)]