NEW UPDATES!
OARs governing county retention were updated November 2025. Your Multnomah County Retention Series has been updated accordingly. Please make sure to double check - some series may have new retention periods.
Each series contains the following information:
- Series Title (Agency Series #)
- Description. (Legal Citations)
- Retention
Client Monitoring Records (DCJ7-001)
Documents the department's oversight of client management in contracted drug and alcohol service programs. Includes two data sheets--one completed upon client entry in the program and one completed upon client's exit (successful or unsuccessful) from the program. Information includes client personal information, program description, referral source, participation record, and completion status. (OAR 166-150-0167(2))
Retention:
- Retain 5 years after client completes or discontinues program.
Contractor Meeting Records (DCJ7-003)
Documents meetings involving department staff and contracted service providers. Records may include minutes, notes, reports, and related items. (OAR 166-150-0005(7)(b))
Retention:
- Retain 6 years after contract expires.
Contractor Site Visit Reports (DCJ7-002)
Documents department review of contractor performance. Annual report consists of short narrative including name of contractor, program description, treatment goals and objectives, yearly achievements, and conclusions. (OAR 166-150-0005(7)(b))
Retention:
- Retain 6 years after contract expires.