Series Title (Agency Series #): Description, Retention (Legal Citation)
Client Intake Forms (CES1-001): Used to collect initial client contact information and enter it into the INFOS system. Forms show primary client information, household information, and family information. Information includes client name, social security number, income, housing type, education, service date, and related data.
Retention: Retain 4 years. (Unscheduled)
Contract Administration Records (CES1-004): Documents the management of contractor activities and payments for all DCHS contracts. Records include expense reports, copies of payment vouchers (including payment memos and invoices), contract approvals, contract amendments, contract review checklist, data entry screens, contract routing form, copy of contract, certificates of insurance, contractor information (bankruptcies, lawsuits, etc), and related correspondence.
Retention: Retain 10 years. (MOAR 166-150-0005(7))
Individual Service Delivery Forms (CES1-003): Used to input client services received from contractors into the INFOS system. Forms show contractor code, program code, client name and number, date, service code, hours of service, number of contacts, and service exit information.
Retention: Retain 4 years. (Unscheduled)
Supplemental Client Information Forms (CES1-002): Used to input updated or expanded service information about clients into the INFOS system. Forms show contractor code and program code, client name and number, educational status, case management information, family history/status, and related data.
Retention: Retain 4 years. (Unscheduled)