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#2014166 - 05/14/15 07:22 PM Retention for Board Reports
pat robbins Offline
Member
Joined: Jun 2007
Posts: 87
Oklahoma
Can someone tell me what the retention if for board reports? I know we are required to keep board minutes permanently but how long do we have to keep the actual reports? And would this be a State requirement or Fed? Thanks for any help.

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#2026378 - 07/09/15 09:12 PM Re: Retention for Board Reports pat robbins
Soonergal Offline
Junior Member
Joined: Aug 2014
Posts: 35
We actually keep the reports in a monthly board packet that includes the minutes and all supporting documents. This is scheduled to be retained permanently.

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#2036500 - 08/31/15 06:10 PM Re: Retention for Board Reports pat robbins
Soonerchick Offline
New Poster
Joined: Dec 2013
Posts: 18
Oklahoma
We retain both the packets and minutes electronically and retain permanently as well.

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