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City of Santa Ana <br />Records Retention Schedule <br /> <br />PERSONNEL <br /> <br />Resolution 98-088 <br />Page 1-17 of 1-22 <br /> <br />RECORD RECORD RECORD RETENTION RETENTION REMARKS <br />CATEGORY SERIES DESCRIPTION START DATE PERIOD <br />REPORTS- Liability Loss Run Liability loss runs filed in Permanent Permanent for the Department <br />COMPUTER chronological order. Lists claim #, months of June, defined <br />GENERATED type of claim, claimant's name, July, and <br />(Continued) history per fiscal year, reserve December of each <br /> balances, totals incurred year <br />REPORTS- Employee Changes, Official monthly reports of End of each 3 years Department <br />MISCELLANEOUS Additions, Deletions In medical/dental/life/LTD insurance month defined <br /> Medical Insurance ** changes, additions, deletions for <br /> each employee, arranged <br /> chronologically by month for each <br /> insurance carrier. <br /> Monthly Departmental Report of employees hired, resigned, Distribution date 10 years Department <br /> Report retired, dismissed, etc. defined <br />REVIEWS Charter (1983-1989) Permanent Permanent Department <br /> defined <br /> Civil Service Code ( 1983-1989) Committee Permanent Permanent Department <br /> recommendations for code defined <br /> amendments. <br />RISK MANAGEMENT Actuarial Studies and The City is required to have actuarial Various Microfilm and Department <br /> Audits audits. The actuarial studies help destroy hard copy defined <br /> the City determine how much money after 10 yrs; keep <br /> it may need to fund claims, mff permanent. <br /> Arranged alphabetically and/or in <br /> chronological order. <br /> <br /> <br />