Kansas Records Retention Schedules

Results of Query:

Agency Code: 000-121 (Local Government Records. Aging Office)

Page 1 of 1 showing 7 records of 7 total, starting on record 1

Agency Number: 000-121
Local Government Records
Aging Office

Records retention schedules for local aging agencies are advisory only.

SERIES ID	0229-000
TITLE	Aging and Disability Services Client Records
DESCRIPTION	Client records contain a variety of documents regarding services received such as care assessments, client assessments, and billings.
RETENTION	007 fisc years
COMMENTS	NOTE: These are advisory schedules only.
DISPOSITION	Destroy
RESTRICTIONS	Restricted per HIPAA, KSA 45-221(a)(3)
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0235-000
TITLE	Area Plans
DESCRIPTION	Plans submitted by area agencies on aging, used as the basis for grant funding decisions. These Area Plans contain information on aging program characteristics, objectives, coordination, and service levels.
RETENTION	See comments
COMMENTS	Retain 1 copy permanently, destroy the rest. NOTE: These retention schedules are advisory only.
DISPOSITION	See comments
RESTRICTIONS	None
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0234-000
TITLE	Contractor/Vendor Assessments
DESCRIPTION	Variety of documents relating to the periodic assessments of contractors and vendors who provide contracted services for Aging and Disability Services.
RETENTION	See comments
COMMENTS	Retain for 5 calendar years after expiration of contract, then destroy. NOTE: These retention schedules are advisory only.
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0231-000
TITLE	Home Care Based Services Billings
DESCRIPTION	Variety of documents dealing with Home Care Based Services billing sheets, contracted targeted case management (TCM) billings and invoices, staff and contractor billings.
RETENTION	007 fisc years
COMMENTS	NOTE: These retention schedules are advisory only.
DISPOSITION	Destroy
RESTRICTIONS	Restricted per HIPAA, KSA 45-221(a)(3)
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0232-000
TITLE	Program Assessment Reports
DESCRIPTION	Report on the periodic evaluation of the effectiveness of each Area Agency on Aging.
RETENTION	See comments
COMMENTS	Retain one copy permanently. Retain duplicates until no longer useful, then destroy. NOTE: These retention schedules are advisory only.
DISPOSITION	See comments
RESTRICTIONS	None
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0233-000
TITLE	Program Assessments - Working Files
DESCRIPTION	Variety of documents relating to aging program assessments such as correspondence, notes, drafts, etc. relating to the preparation of the reports on the periodic evaluation of the effectiveness of each agency on aging.
RETENTION	See comments
COMMENTS	Retain until assessment is completed, then destroy. NOTE: These retention schedules are advisory only.
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2013-01-10
K.A.R. NUMBER	N/A

SERIES ID	0230-000
TITLE	Program Financial Records, Payments, and Reports
DESCRIPTION	Variety of documents and reports related to payment for goods and services: vouchers, correspondence, invoices, ledger books and cards, etc. for KDADS contractors/providers; some of these items are entered directly into the Kansas Aging Management Information System (KAMIS).
RETENTION	See comments
COMMENTS	Retain for 5 calendar years after expiration of contract, then destroy. NOTE: These retention schedules are advisory only.
DISPOSITION	Destroy
RESTRICTIONS	None
APPROVED	2013-01-10
K.A.R. NUMBER	N/A