| Southern Local School District |
| Administrative Guidelines |
8310A - PUBLIC RECORDS
The School District’s public records are available for public inspection and/or copying in accordance with State law.
Designation of Officers
The Superintendent shall be the District Records Officer (DRO).
Definitions
"Public record" includes any document, device, or item, regardless of physical form or characteristic, including an electronic record, created or received by or coming under the jurisdiction of the District which serves to document the organization, functions, policies, decisions, procedures, operations, or other activities of the District.
"Public record" does not mean any of the following: medical records; trial preparation records; information pertaining to individual students and other confidential materials; personally identifiable information; student directory information when parents have affirmatively withdrawn consent for release in writing; records the release of which is prohibited by State or Federal law.
"Electronic record" includes any record having been created, generated, sent, communicated, received, or stored by electronic means.
"Redaction" means obscuring or deleting any information that is exempt from the duty to permit public inspection or copying from an item that otherwise meets the definition of a "public record".
Location and Time
Public records are to be available for inspection during regular business hours, with the exception of published holidays. The District shall organize and maintain public records in a manner such that they are promptly made available for inspection or copying. "Prompt" and "reasonable" take into account that volume of records requested, the proximity of the location where the records are stored, and the necessity for any legal review of the records requested. No record shall be removed from such location. A member of the staff must be present throughout the inspection and copying of such record.
While requests to inspect and/or obtain copies of records are best made in person, telephone and written requests are permitted.
While personnel files contain public records, some specific information and/or records contained in such files may be
confidential and not subject to disclosure (see AG 8320).Procedures
The following procedures shall be followed in connection with requests to inspect and secure copies of School District’s public records:
Requests to inspect and/or obtain copies of public records shall be submitted to the Superintendent. A public records request must at least identify the records requested with sufficient clarity to allow the District to identify, retrieve, and review the records. If it is not clear what records are being sought, the DRO shall contact the requester for clarification.
Individuals requesting to inspect and/or obtain copies of public records do not have to put records requests in writing and do not have to provide his/her identity or the intended use of the requested public record(s).
The District may ask that the requester's identity and reason the information is sought be in writing. The District, however, must first inform the requester that such disclosure is not mandatory, unless the request is for student directory information. The District must also inform the requester that providing such information in writing enhances the District's ability to identify, locate, and/or deliver the records sought. The District may ask that records requests be put in writing, but must also notify the requester that it is not mandatory to do so.
Each request shall be evaluated for an estimated length of time required to gather the records. Routine request for records should be satisfied immediately if feasible to do so. Routine requests include, but are not limited to, meeting minutes (both draft and final form), budgets, salary information, forms and applications, personnel roster, etc. If fewer than twenty (20) pages of copy are requested or if the records are readily available in an electronic format that can be e-mailed or downloaded easily, these should be made as quickly as equipment allows.
All requests for public records must either be satisfied (as above) or be acknowledged in writing by the DRO promptly following the District's receipt of the request. If the request for records was in writing, the acknowledgement shall also be in writing.
If a request is deemed significantly beyond "routine" (such as seeking a large volume/number of copies or requiring extensive research), the acknowledgement must include the following:
| A. | an estimated number of business days necessary to satisfy the request | ||
| B. | an estimated cost if copies are requested | ||
| C. | any items within the request that may be exempt from disclosure and the reason for such exemption, including legal authority |
Any denial of public of public records requested must include an explanation, including legal authority. If portions of a record are public and portions are exempt, the exempt portions are to be redacted and the rest released. If there are redactions, each redaction must be accompanied by a supporting explanation, including legal authority.
Fees
Upon request, copies of public records will be provided at the actual cost of making copies:
| A. | The charge for paper copies is $.05 per page. | ||
| B. | There is no charge for documents e-mailed. |
A person who chooses to purchase a copy of a public record may also choose to have that record sent to him/her by United States mail or by other means of delivery or transmission provided the person making the request pays in advance for said record as well as costs for postage and supplies used in the mailing.
Electronic Mail
Documents in electronic mail format are records as defined by the Ohio Revised Code when their content relates to the business of the District. E-mail shall be treated in the same fashion as records in other formats and shall follow the same retention schedule.Records in private e-mail accounts used to conduct public business are subject to disclosure, and all employees or representatives of the District shall retain e-mails that relate to public business and shall copy them to their business e-mail account(s) or to the records custodian.
The records custodian shall treat e-mail from private accounts that are used to conduct public business, thus subject to disclosure, as records of the District. These records shall be filed appropriately, retained in accordance with the established schedules, and made available for inspection and copying in accordance with the Public Records Act.
RETENTION OF RECORDS
|
DESCRIPTION |
RETENTION |
||
|
A. |
Abstract |
7 years |
|
|
B. |
Accident Reports |
2 years after end |
|
|
C. |
Accounts Payable Ledgers |
10 years |
|
|
D. |
Accounts Receivable Ledgers |
10 years |
|
|
E. |
Administrative Policy and |
Permanent |
|
|
F. |
Annual Employee Absence Summary |
4 years provided |
|
|
G. |
Applications for Employment |
2 years after end |
|
|
H. |
Appropriation Ledgers |
10 years |
|
|
I. |
Attendance Registers |
2 years after end |
|
|
J. |
Audit Reports Issued by the |
25 years |
|
|
K. |
Bank Deposit Receipts |
4 years provided |
|
|
L. |
Bank Statements |
4 years provided |
|
|
M. |
Bids |
4 years provided |
|
|
N. |
Board Minutes |
Permanent |
|
|
O. |
Board of Education Agendas |
1 fiscal year |
|
|
P. |
Board Policy Files |
Permanent |
|
|
Q. |
Bond and Coupon |
Until Bond issued |
|
|
R. |
Book Inventories |
Until superseded |
|
|
S. |
Budget Policy Files |
25 years |
|
|
T. |
Budgets (annual) |
25 years |
|
|
U. |
Cancelled Checks |
4 years provided |
|
|
V. |
Cash Journals |
Permanent |
|
|
W. |
Check Registers |
4 years provided |
|
|
X. |
Class Registers |
Permanent |
|
|
Y. |
Contracts |
15 years after |
|
|
Z. |
Correspondence (general) |
Discretionary |
|
|
AA. |
Cost Ledgers |
4 years provided |
|
|
BB. |
Delivery and Packing Slips |
1 year provided |
||
|
CC. |
Elections |
25 years |
||
|
DD. |
Employee Files |
Permanent |
||
|
EE. |
Employee Insurance Bills |
4 years provided |
||
|
FF. |
Field Trips Forms and Volunteer |
2 years after end |
||
|
GG. |
Financial Reports (annual) to State |
25 years |
||
|
HH. |
Financial Reports (annual) to |
25 years |
||
|
II. |
Foundation Distributions |
25 years |
||
|
JJ. |
Grade Sheets |
3 years after end |
||
|
KK. |
Immunization Slips |
10 years or check |
||
|
LL. |
Income Tax Returns |
6 years and |
||
|
MM. |
Instruction Supervisor Files |
Discretionary |
||
|
NN. |
Insurance Policies |
15 years after |
|
|
OO. |
Inventories (plant and equipment) |
Until superseded |
|
|
PP. |
Invoices |
10 years provided |
|
|
QQ. |
Kidney Screening |
1 year |
|
|
RR. |
Leave requests |
4 years provided |
|
|
SS. |
Lunch Program Lists |
4 years |
|
|
TT. |
Lunchroom Cash Receipts |
4 years provided |
|
|
UU. |
Lunchroom Reports |
4 years provided |
|
|
VV. |
Organization Reports |
2 years |
|
|
WW. |
Payroll Absence Reports |
4 years provided |
|
|
XX. |
Payroll Bank Statements |
4 years provided |
|
|
YY. |
Preventive Maintenance Reports |
2 years after end |
|
|
ZZ. |
Purchase Orders |
10 years provided |
|
|
AAA. |
Receipt Journals |
Permanent |
|
|
BBB. |
Records Administration |
25 years |
|
|
CCC. |
Rental Referrals |
1 year |
|
|
DDD. |
Report on Teacher Personnel |
1 year after end |
|
|
EEE. |
Requisitions |
1 year after end |
|
|
FFF. |
School Census Cards |
4 years provided |
|
|
GGG. |
SERS and STRS Reports |
4 years provided |
|
|
HHH. |
Special Permits |
2 years provided |
|
|
III. |
Student Activity Fund Records |
4 years provided |
|
|
JJJ. |
Student Records |
Permanent |
|
|
KKK. |
Student Sign-Out Forms |
2 years after end |
|
|
LLL. |
Summer School Lists |
4 years after end |
|
|
MMM. |
Suspensions |
1 year after end |
|
|
NNN. |
Tax Advancements and Settlements |
10 years |
|
|
OOO. |
Time Sheets and Time Cards |
4 years provided |
|
|
PPP. |
Transportation Records |
4 years provided |
||
|
QQQ. |
Travel Expense Vouchers |
10 years provided |
||
|
RRR. |
Vision and Hearing Screening |
1 year after end |
||
|
SSS. |
Visitor Registration |
Discretionary |
||
|
TTT. |
Vouchers |
10 years provided |
||
|
UUU. |
W-2 Forms |
6 years and |
||
|
VVV. |
W-4 Forms |
Until superseded |
||
|
WWW. |
Warrants |
4 years provided |
||
|
XXX. |
Warrant Registers |
4 years provided |
||
|
YYY. |
Worker Compensation Files |
10 years after |
||
"Provided audited" means the record series has been audited by the Auditor of State or independent auditor and the audit report released.
Approved 10/22/07