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
Child Custody Evaluation Studies (JSD11-002)
Documents the written professional opinion concerning custody and parenting time for families that have not been able to come to agreement through mediation. Records may include recommendation to the court, modifications to existing custody studies, information forms, intake forms, psychological evaluations of family members, social worker reports, phone messages, work notes, information release forms, related correspondence, and supporting documentation (report cards, wills, child support documentation, restraining orders, etc), recommendation to the court, modifications to existing custody studies, information form, and intake form. (OAR 166-150-0130(9))
Retention:
- Retain until youngest person in case record reaches age 21.
Coaching Files (JSD11-013)
Documents court-ordered and voluntary co-parent coaching. Records may include agreements, case notes, certificates of completion, closing memos, court orders, and other related and supporting documentation. (OAR 877-030-0100(3)) (OAR 833-075-0070(1a))
Retention:
- Retain 7 years after completion of sessions.
Conciliation Case Files (JSD11-011)
Documents the provision of marriage counseling to couples considering divorce or separation. Counseling can either be informal marriage counseling or formal court conciliation counseling. Case records may include intake form, case face sheet, conciliation petition to the court, minute orders, counselor notes, and related correspondence. Key information includes file number, case name, counselor name, clients' personal and family history, appointment dates, service type and date, and final disposition. (OAR 166-150-0130(2))
Retention:
- Retain 6 years after completion of counseling/mediation sessions or dissolution of marriage.
Mediation and Custody Case Index (JSD11-003)
Documents the provision of assistance in planning custody or visitation with minor children. Case records may include intake form, case face sheet, order regarding custody and visitation (after mediation), mediation agreements, work notes, and related correspondence. Key information includes file number, case name, counselor name, appointment dates, service type and date, and final disposition. (OAR 166-150-0130(9))
Retention:
- Retain until youngest person in case record reaches age 21.
Mediation Orientation Records, Parent Education Certificates, and Parent Education Orientation Attendance Records (JSD11-006)
Documents that both parties have attended mediation orientation sessions required by ORS 107.755 and fulfilled court-ordered education requirements. Records include rosters and certifications and may show petitioner and respondent names, case numbers, attendance and fee information. Note: This supersedes JSD11-004 and JSD11-005. Use JSD11-006 for all mediation and education records. (OAR 166-150-0130(6))
Retention:
Retain 6 years after class completion.