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)]