Ih

Report 2 Downloads 108 Views
OHIO HISTOF[Y CONNECTION Page 1 ofl6

c)_2±

_-

OHIO

Ohio History Connection State Archives ofohio Local Government Records Program

APR 30 2018

800 E.17'h Avenue

STATE AND LOCAL

Columbus. OH 4321 I-2474

GOVEF`NMENT F`ECOF`DS

HISTORY CONNECTION

RECORDS RETENTION SCHEDULE (RC-2) See ills(riiclions before conlpleliiig lliis fornl

Section A: Local Government Unit

Union County Board of Elections

Section B: Records Commission Union Count

Records Commission

937-645.4177

(Telephone Number) 128 South Main Street

rna

sville

43040

(City)

(Address)

(Zip Code)

Union

(County)

To have this form retumcd to the Records Commission electronically, ineludc on emiil address: sbadenhonra)co.union.oh.us

I hereby certify that our records commisslon met in an open meeting, as required by Section I 2122 0RC :ind approved the

Records Commission Chair Sigmture

Date

Section C: Ohio Histoii' Connection -Stale Archives

r, /I-h-~,,)

`.I rT:

' J\1, Signature

Please Nole:

Tit'c

5. -> -a_oI8 Date

The State ArcII`ives retains RC-2 f;orms permanenlly.1I is slrongly recominended thai the Records Commission "reluin a pe;manent cop; 6fthis form

SAO-/LGRP-RC-2 (Part I & 2), Revised August 2014

o= --

Pnge2ofI6

OHIO

RECORDS RETENTION SCHEDULE (RC-2)

HISTORY

See ins[rucliolis before completing ilils i;orm`

CONNECTION

Union Count

Board orElcctions

(Local Govcmment Entity) (

ScheduleNumber

(Unit)

(2)

(3)

(4)

(5)

Record Title ahd Description

Retention Period

Media Type

For iise by Auditor ofStateorLGRP

(6)

RC-3Required

Until digitized andqualitycontrol

I

Absentee Ballot Applications CBEl8-01

Reqiiesls to vole oiilside of a desjgiiated I)oiling

checked. If not

location

digitized. maintainfor4years

Paper

I I I

^bscntce Ballot ApplicationsRequestslovoteoiI{sideofa(lesiglialed pollingIoca'io'1 CBEl8-OIE

4 years

Electi.onic

Pcrmanen1

Electronic

Pcrmancnt

Electronic

Pcrman|`Ilt

Paper

Permanent

Paper/Elcctronic

^bscntee Voter Register (Civilian)Conlalnsa1.ecoI.dofreqiieslsforand iss.Ialicesofabsenteeballots CBEl8-02 Abscntce Voter Register (Miljtary)ConlaiJisai`ecoI.dofI.eqiiesfsforand issiiancesofahseii[eeballots CBEl8-03

E/ I

Abstract of VotesConlainsiirecoi.d oflolal votes cast at pi.imaly.generalandspecialeleclloiis CBEl8-04 Audit ReportsFinaiicialexamiiialjoiis and repoi.Is issiled byllieA.idiloI.ofSlale,ORCII7`26

CBEl 8-05

60 days, provided nopendingcourtactionorcourtorder(ORC3505.3l)

I

Ballots (Non-Federal Electioii)Usedaiidiimisedballotsshowing lisls ofcandidates,offilcesaiidlssiies l}apc,.

CBE] 8-06

22 months. providednopendingcourtactionorcourtorder(ORC3505.3l)

I

Ballots (Federal I?lection)Usedandilnilsedballolssho\`'illg lists ofcandidates,officesandissiies

Paper

CBEl 8-06F

Ballots (Sample)Exampleofballot sho``Jing caJidldales, bond"issiies,laxleviesandlssiieslobe>voledupon illI)rimaly,specialarid/orgelleI.alele£1jap±

Permanent

CBEl8-07

Bids (Unsuccessful)Coii[ainspill)l`ic.I=ilig alid llearing of qlloledbid`slovendorsfoI.servicesnotselected

2 years afterconlt`actawarded

CBEl8-08 Bids (Successful)Colilainspublici=.Ing, heal.jng alid awaI.diIlg ofqiioledbidsloyendoI.sforgoodsalid/oI.se'|,;c,cs

E/

EIcctronic

I

Paper

8 years aftercompletionorexpiration

Paper

CBEl8-09

4\`.\d\tod mean_==_i__^or`ne`ec=®c\b Cash BookRecoraloffees collecled by the Boai.d o,iEleclions CBEl8-10

hdi]eathe,e> S0

"ri'iuv`;.is;an audiAuditorof§tat 10 years, providedaudit

Paper

e

adffi!: audit repon naTQ\`t`R.ec\p`\i`s`See.117.260,

.--anttoR-C.

oZ --

Page3 ofl6

OHIO I+lSTORY

RECORDS RHTHNTI0N SCHEIDULE (RC-2) See iiistriictions bef;ore coI}Iplelilig tl3is i;ornI.

CONNECTION

Union Count

Board ol` Elections

(I,ocal Govcmment Entity)

(Unit)

(1)

(2)

(3)

(4)

Scliedule

Record Title and Description

Retention Period

Media Type

Number

(6)

(S)

For use by Auditor of RC-3 State or LGRP Required

Until digitizcd andqualitycontrol

I

Campaign Expense Reports CBEl8-ll

Finariclal expense I.epoi.ts filled by calid`ida{es

chcckcd. Il`not

and issiies groups

digitized. maintainl`or6years

Paper

I

Campaign Expense ReportsFill(ilicial.xpellseI.epor!sfile(I by can(lidatesaliilissiiesi(roiip.s CBEl8-1lE

6 years

EIectronic

2 years

Paper/EIectronic

LJ

4 years

Paper

LJ

2 years

Paper/Electronic

Permanent

Paper/Electronic

Central Committcc NoticesNolicesofpol.ilicalpal.lyiiieetings held in lliecoll''lV CBEl8-12

Central Committee ListsLislsofelectednleillbeI.s of polit.lcal I)al.I.ies.in'hecol'nly

CBEl8-12B

I

Con.espondenccGeneraloffilcec()mIIiiiliicaliolis fI.om exteI.iialandililei.iialsources CBF,18-13

Ccrtificatcs of ^nncxationCopiesofoI.diiiaiicesex[endiiig miiliicipalcol.I)oI.ationliniils CBE18-14

Ausdjted means.. he vt±a

Election Charge-Back Records CBEl8-15

Eleclioli expenses chai.ged back lo siibdivisionsforcolleclion

3 years, providedaudit

Paper/Electronic

I._..v._ilpassecl b aye been auc'I.teudl.forn¢_a:+-f.--

_--`-uudj.tI.eporfhasbteasedptJrsuan CBEl8-17

Lcdgcr ol`Rcceipts and Expendilures

6 years, provided

Filiailc.ial recoI.ds of the Boai.d of Eleclions

audit and until all

sho\i'inf{ money I.ecejved and exi)eylded

Petitions of` Candidates/IssuesPelilionsacceptedandI.ejecled foi. candidatesand.lssl(esfoI.eleclioiis:inclii{lesuleclaralionsofcaiiditlacy

items are cleared

-v. I I ,.I-,5 0.R.c. Paper

CBF,18-18

Petitions of Candidates/IssuesPetilionsacceptedalidI.ejected foi. canil.Ida(esandissiiesf;oreleclions;iiichidesdecl(iralionsofcand.idacv

6 years

CBEl8-18E

Electronic

u [11e

eltl

Elcctronic

Until digitizcd andqualitycontrolchecked.It`notdigitized,maintainfor6years

b#eri=e

"

r|

I

Until digiti7,cd andqualitycontrol

Poll Books and Summary Sheets CBEl8-19

Contains signa[i{i.es of elec(oI.s voting and

checked.

precincl siiinmary slatenienls ofvotes cast

digitized, maintainfor2years

Irnot

Paper

l.ol\ Books z\nd Sumi"ry ShcotsConla}iissiglianlresofelecloI.svoting alidI)recinctsiirliniaI.yslateliienlsofvolescast

CBEl8-19E

2 years

Electronic

i I

Pagc4ofl6

oZ -OHIO HISTORY

RECORDS RETENTION SCHHDULE (RC-2) See inslructioris bejiore colnpletlng this fornI`

CONNECTION

Union Count

Boai.d of Elections

(Local Government Entity)

(1)

(2)

(3)

(4)

Schedule Number

Recoi.d Title and Description

Retention Period

Media Type

(6)

(S)

RC_3 For use by Auditor of Required State oi. LGRP

I

Poll ListCoIIIaills lists of I.egistel.ed voters willlin cotlnlybvI)reciFicI

2 years

CBEl8-20

Paper/EIectronic

Until digitjzed andqualitycontrol

I

I'oll officials Record/Precinct Records CBE18-21

RecoI.d of election jildges alid poll wloi.keys

checked. Ifnot

oI.gaiii=ed by pI.ecincl

digitized, maintainfor2years

Paper

I I

Poll Officials Rect)rd/Precinct RecordsRecoI.dofelectionjudgesalidI)oil"'orkersoI.flan.i=edbypI.ecinc{

2 years

CBE]8-2lE

Receipt BooksFiscali.ecoi.dacknowledging {lia( I)aynient l]asbeenreceived

3 years, providedaudit

CBEl 8-25

Electi.onic

Paper

Until digitizcd andqualitycontr()Ichecked.Ifnotdigitiz_ed.maintain

Resolutions (Bond Issues that Pass)CopiesofI.esohllionsbygovei.Iinieiilal bodiesai(thoI.i=iligplaceIIienlofbolidissilesoillheballo'

L|

Paper

CBEl 8-26A for life ol`bond Resolutions (Bond Issues that Pass)Copie`sofI.e.soliIIiolisbygoveirnliielilal bodiesaiilhori=ii]gplacemelilofboiidissiiesonllieballo'

Life of bond

CBEl 8-26E

I

Elcctronic

Until digitized andqualitycontrolchcckcd.lf`notdigitizcd.maintainfor5yearsal`tcrclcction

I

Rcsolutions (Non-Bond Issues)Copiesofresohilioiisbygovei.iinielilal boat.Iesatllhol.i=iiigplaceliienlofi`ssilesonIIieballot

Paper

CBEl8-26B

I

Resolutions (Non-Bond Issues)CopiesofI.esohII.lollsbygovei.nmenlal bodies 5 ycai.s aftc`r election

CBEl8-26BE

Ilectronic

_hb#:h: "

aiillioi.i=iiifz placeliienl of .lssiies on the ball9l VouchersCopiesof.Invoices (paid) alid piiI.cliuse oI.deI.ssell(lotheCotIIi{y/itidilor

3 years` providedaudit

CBEl 8-27

Paper/EIectronic

Pcrmancnt

Paper

boiindaI.ics

bnea#

T,a\hd,S,t#t"aa`?_I+^

Until digitized andqualitycolitrolchecked.Ifnotdigitized.maintainl`orIyearafterelection

ts\?#.2%%.i

Withdra\`Jiil orCandidacy NoticesRecoI.d{iftisignedcalididate`s`tJilhdI.a\`JalIio[iceoI.lellei.fi`oiiilheballot

CBEl 8-29

Paper

`

t\d\ted m®?\i®i``.`"i..'`it``,:,i,?._?s.\,Gi\\1

Ward and I'rccinct MapsMapsofpoli(icalsiibdivisions voling precilicl

CBEl8-28

.

.C.I

Ezf--i-OHIO

Page5 ofl6

RECORDS RETHNTI0N SCHEDULE (RC-2)

HISTORY

See "structions bej;ore completing this forIll.

CONNECTION

Union Count

Boai.d of Elections

(Local Government Entity)

(Unit)

(1)

(2)

(3)

(4)

Schedule Number

Record Title and Description

Retention Period

Media Type

Withdrawal ot` Candidacy NoticesRecordofasignedcandidate'swiillidI.a`ilaliiaticeoi.lel[eI.fiI.onillieballot

I year alter election

CBE18-29E

Electronic

(5)

(6)

RC-3 For use by Auditor of Required State or LGRP

r|

Minutes of the Board of ElectionOffilc.lalI.ecol.(iofpI.oceed.Ingsof the Boal.d ofElec'io'ls

Permanent

CBE18-30

Paper/EIectronic

Change of Name, Death, andDisenf`ranchiscdVoterReportsOi.igiii(ilI.epoI.lsisstiedbylhepi.obale court,clerkofcoiiI.lsandhealthdei)ar[meiil

2 years after filing

CBIJ,18-31

Electronic

Registration Cai.ds (Active)ContainsniasleI.alidpI.ecillcl cal.dfiles foI.ciiI.I.enrlyregisteI.edvoleI.s

CBEl8-32

I'ermanent

Paper

Permanent

Paper

I E/

Registration Cards (Inactive)ConlainsiliaLslerandpi.ecincl caI.dfileS fo1.canceledvoterI.egistralioncardLs

CBEl8-33

Transfer of RegistrationsRecoI.dofvoleI.s'li.(in`rferring from one vtJlingai.eatoanolheI.

CBEl8-34

4 years

Electronic

6 years

Electronic

Directivcs/^dvisoricslllslI.ilctions,iiifoi`iiialioii and gilidance seii[froniSecrelaryofSla(e

CBEl8-35

I I

Until digitizcd andqualitycontrol

Change of^ddrcssIName Notifications CBEl8-36

Wi.itlen notices fi.olii I.egistered voters of a

checked. If not

change of addI.ess or lialiie

digitizcd, maintainfor4years

Paper

Change of ^ddrcss/Name Noti1.icationsWI.illeiiliolicesfromleg.isteI.edvo(ersof achaliRe()iaddi.essoi.name

4 years

CBEl 8-36E

Electronic

I

I

Until digitized andqualitycontrolchecked.Il`notdigitized,maintainfor2years ^pplication for Correction or Challenge FormFoi.ms`I'liei.e(1jiidgeofelecl`ionschallengesallelector'sel.igib.ililytovole.ptlrsiiantloore35()520.ORC3513`I9&ORC3513.20

Paper

CBEl 8-37

Application for Correction or Challenge FormFoI.Iiiswhei.eajildgeofelec{ioiischallengesane>lecloi.'seligibilily!ovole,piiI.s.IaiitloORC350520,ORC3513.19&ORC35132()

2 years

CBEl8-37E

^bscntce Identification Envelopes(Non-FederalElcction)Errvelopeswliicliidentifyavolei`by naliie aitdaddress,conlailisvoledballoI CBE18-38

Electronic

60 days, provided nopendingcourtactionorcourtorder Pape,.

I I I

o_I

Page6of16

OHIO HISTORY

RECORDS RETEINTION SCHEDULE (RC-2) See inslruclions before completiilg this form.

CONNECTION

Union Count

Board ol` Elcctions

(Local Government Entity)

(Unit)

(I)

(2)

(3)

(4)

Schedule

Record Title and Description

Retention Period

Media Type

Number ^bscntce Identification Envelopes(FederalElection)EIivelopes`illiichideiitifyavoleI.by litinie alidaddI.ess;contailisvotedballol

(5)

I

22 months. providednopendingcoiirtactionorcourtorder

Paper

CBF,18-38l``

(6)

RC-3 For use by Auditor of Required State or LGRP

Until djgitized andqualitycontrol

I

Provisional Ballot Al`firmations

CBE18-40

Swoi.n slalelneli{ lhal an eleclor is eligible to

checked. Il`not

vole in all eleclioli

digiti7_ed. maintainfor4years

Paper

I

Provisional Ballot AfrirmationsS`iloi.nslateriientlha!anelecloi` is el.Igible tovoleillanelection

4 years

CBEl 8-40E Payroll RecordsPayI.oilrecoi`ds of poll ``J()rkeI.s, electionsextra,saiidI3o(iI.dofElecliolieniployees

Elcc`ronic

ne YGtw`\*e\.=^h\'\ 3 yeai.s, providedaudit

CBEl8-42

Paper/EIcctronic

RE*%#msesae`6.S+_IIhAaiu:V:deel,t:bO:e'eee3dnfio9aSrf¥:,;u;a emo ,\`

Until digitized and

Registration Confirmation Notices CBEl8-44

Confiii.nialion notices sent to residents vei.ifying

quality contr()Ichecked.Ifnotdigitizcd,maintain

bE9n ant\O

Paper

I.egisli.ation an(I rehirned willi tipdaled

infornlation

a.

for 5 years

see. \\|.LV -

Registration Confirmation NoticesColifiii.maliolinolicesseiiIIoresidelils veI.ifyiligI.egisli`ation(indI.eluI.Iied``IilliupdatedInfio'.nlalion

Elcctronic

5 years

CBE18-44E

I

Until digitized andqualitycontrol

Confirmation Notice Rcsponscs CBEl8-45

Paper

r1

5 years

Electronic

LJ

5 years

Electronic

lnfoI.nlaliopi indicating whelheI. a persoii has

checked. If not

I.espolide(I lo a confilrmation notice

digitizcd. maintainfor5years

Confirmation Notice ResponsesIiifoI.iilationiildicalilig`.'helhera peI.son hasI.esDolidealloacon.fill.nialionliotice

CBEl8-45E Confirmation/Ackn()wledgement Notice ListsI,islofllaIllesandaaldi.essesofpeI.soliswho``IeI.e>se>iilcon.fii.Iiiationoi.(icklio\`iledpemenlnolices

CBEl 8-46

CBF,18-47

Confirmation or ^cknowledgcment Cards

Until digjti7_ed and

Returned Undclivcrablc

quality cont,.0l

CoJifiii.niation oi. acknowiledgeliieiil caI.ds lhal

chcckcd.

were reliii.iied {o lhe Bo(iI.d ()f Elections

digiti7,cd. maintain

ilndelivei.able bv llie I)oslal sei`iice

for 4 years

lt`not

Paper

I I

Oe

L=t,_I_ OHIO

Page7ofl6

RECORDS RETENTION SCHEDULE (RC-2)

HISTORY

See iiiMlriictiofis before coriiJ)leliIIg this Jbrln.

CONNECTION

Union Count

Board of Elections

(Local Govcmment Entity)

(Unit)

(1)

(2)

(3)

(4)

Scliedule

RecoI.d Title and Description

Retention Period

Media Type

Number

(5)

(6)

For use by Auditor of RC-3 State or LGRP Required

Confirmation or Acknowledgement CardsRcturncdUndeliverableCoiifi ni ationt)racklioni'ledgeli eJi(cardsthat\i erereti I.i edlolheBoai.dofElec(iolisi lidelivei'ableb\]lhepostalservice

4 years

CBE18-47E

CBE18-48

CBEl8-48F

Voter Verilled Paper Audit Trail (VVPAT)

60 days, provided no

Rolls (Non-Federal Election)

Offilcial voliIlg b(lllot that is to be lised for

pending court action or court order

I.eCoiillt DiII.Doses

(ORC 3506.18)

Voter Verified Paper Audit Trail (VVPAT)

22 months. pr()vided

Rolls (IJ`edcral Election)

no pending court

Offilcial votillg bal[ol that is lo be ilsed for

action or couIl order

I.ecoulit pili.poses

(ORC 3506.18)

Electronic

lJ

Paper

I

Paper

I

Voting Machine Reports (Non-FcdcraI Election)Logic&/lcciii.acyrl`esling,TestDecks.'ra[)es,

60 days: provided no

CBEl8-49

Testiiig Resillt RecoI.ds, Zei.o Tapes, Close of

Polls TaI)es, Cards Do\`'nloaded, UsedSeal/LockRecoI.ds

pending court action or court order

Paper

I

Voting Machine Rcporls (Federal Election)Logic&^cciii`acyTesling,TeslDecks.Tai}es.

22 months, provided

CBE I 8-49F

CBEl8-50

Teslilig llesill{ Iiecords, ZeI.o Tapes, Close of

no pending court

Polls Tapes, CaI.ds DcJwnloaded, UsedSeal/LockRecoI.ds

action or court order

Chain ofCustody Forms, Voting Unit F,vent

Until digitized and

Log. and Election Day Precinct Incident Log Foi.nis and logs coliipiled oI. electioii day [o

qualjty control chcckcd. If not

docilmeiit issues and events in votilig

digitizcd9 maintain

pI.oceedi rigs

for 2 years

Paper

Paper

I I

Chain of Custody Forms. Voting Unit EventLog.andElectionDayPrecinctIncidentLogroi.msanallogsci]IIipiledonelecliondaylodoctlrrienlissl(elsandeventsinvollngpI.oceedinJ!s

CBEl8-50E

2 years

Electronic

lJ

1 year

FJIectronic

L

2 years

Paper

L

Paper

I

Proclamations of Elections or LegalAdvertisementol`QuestionsandIssuesPosledliolicesofeleclioris(obeheldand issueslobevotediIDon CBE18.51

Challenge FormsFoi.nis``iliereanelection o.tfiicial challeiiges avotei.'srighllovote,ORC350520

CBE18-52

Until digitized andqualitycontrol

Observer Forms CBF,18-53

Foi`ms wliere all .Ifldividiial I.egisters theii.

chcckcd. lfnot

intention lo observe an eleclioli, ORC 3505 21

digiLized, maintainforIYear

Page 8of16

oZ _OHIO HISTORY

RECORDS RIITENTI0N SCHHDULE (RC-2) See inslruclions before cor)Iplelirlg (his forlll.

CONNECTION

Union Count

Board or Elections

(Local Govemmcnt Entity)

(2)

(3)

(4)

Record Title and Description

Retention Period

Media Type

(1)

Schedule

Number Observer FormsFoi.nis\`ihei.ean ilidivldilaI I.egisleI.s lheii.ililelilionloobserveaneleclioti,ORC3505.21

CBEl8-53E

CBEl8-55

4 years

Paper

I

Paper

L]

Until digitized and

Identification (Form I 0-T)

quality control checked. lfnot

possess any appf.opi.late iceiil.ifiicalion foI.votingPUI.pose's

I

Electronic

Allirmation ol` Voter Who Cannot Provide S`I'oI.ri slalemelit ofa volei` `(Ilio does nol

(6)

I year

Census Block Reprecincting Waiver Form andAccompanyingMapsWaiverfoI.IiisandniapscI`ealedintilesI)litliligofaceiisilsblock``Ihenfornlillgaprs±±!l±l CBE18-54

(5)

RC-3 For use by Auditor of Required State or LGRP

digit[zcd. maintainfor2years

Affirmation ot. Voter Who Cannot ProvideIdcntilication(Foi.inI0-T)S\iloi.Iislateniei lo,iavoterwhodoe`sno!possess(lilyappropI.ialeidenlifilcalionfol.v()1iFigpilrposes

CBEl 8-55E

2 years

Electronic

I year

Paper/Electronjc

2 years

Paper

I

Vi`rification ot` liandicappcd Accessible ParkingSpacesandPollingLocationsCorfiI`malionofli(]iidicappet!accessiblepal.kiliflaiidfacililiescllaVOli!111±J9±:gli£!!l

CBEl8-56

Ccrtification of Training Hours CompletedCer[ifilcaliolislil(itBoardofI:.lecliolieiiiployeeshavecolnpleledllecessarytrainilig

CBEl8-57 Elcclion CalendarsCiilendarsused!otrack events. Meelings andaclivitiesinconi.inclioliwithaneleclioli

Until not longer ofadministrativevalue

CBEl8-58

Mailing Envclopc Containing Voted Absentee Voter BallotRel.iI.Iielivelop tif all absentee voleI. colilainingabseiileevotei.ballot

CBE18.59

CBEl 8-60

Paper/Electronic

60 days, provided no pending court actionorcourtorder

Prool`s of Ballots

60 days, provided no

Pi.oposed ballots silbniilled to tlie Secrelai.y of

pending court action

Stale i;or fiinal appi.ov'al

or court order

Paper

Paper

r|

I I I I

Until digitized andqualitycontrolchecked.lfno1

Report Forms for Local Questions & Issues Including ^pprovcd Ballot LanguageProposedballotlaiigilugesllbmille>dlo theSecretaryofS{alefo1.fillalapp).oval

CBEI8-6l

Report Forms l`or Local Questions & IssuesIncludingApprovL'dBallotLanguagePI.oposedballotlangilagesiibinit{edlotlieSecI.el(IrvofSlatefoi.fiinalar)pi.clv(il

CBEl8-6lE

digitized, maintainl`or60days,providednopendingcourtactionorcourtorder

Paper

60 days, provided nopendingcounacti()norcourtorder F,Iectronic

I I

Page9ofl6

L=-E=

OHIO HISTORY

RHCORDS RETENTION SCHEDULH (RC-2) See> ill`slruclions bef;ore comple!illg lI.iS forln

CONNECTION

Union Count

Board of Elections

(Local Government Entity)

(Unit)

(1)

(2)

Schediile

Record Title and Description

(3) ReteI]tion PeI.iod

(4)

(S)

(6)

Media Type

For use by Auditor of

RC_3

State or LGRP

Required

Number Until digitizcd andqualitycontrol

Most Populous County Certiflcations

CBEl 8-62

Colifiirmalioiis lssiled by most I)opulonis c(Jiinty

checked. If not

of ovel.lal)I)ing calidjdales oi. local (iiiesl.Ions

digitized, maintain

(iiid issiies cer[ifyjng {olal vole coiinl

t`or 60 days, providednopendingcourtactionorcourtorder

Most Populous County CertilicationsCorfiI.riialionsissiiedbyriioslpopilloiis countyofoveI.lappingcandidatesorlocalqiies!ioiisandissiiesceI.[iftyiiiftotalvolecounl

Paper

LI

Electronic

I

Paper/Elcctronic

L|

Paper/EIectronic

I

60 days, provided nopendingcourtactionorcourt()rder

CBEl8-62E

Certificates or ResultsCel.tifilcatesofelection I.eslilfs isslied I)iii.siialiItoORC3505.32and3513.22

6 years

CBE18-63

Copies of State Issues Petitions or StatewideCandidatePetitionsCopiesofpeliliollsofslatewidecaiid`Idatesandissi!esslio`iiinfI`'o[ei.ssiflnaliii.es

60 days, provided nopendingcourtactionorcourtorder

CBE18-64

CBEl8-65

CBEl8-66

Unol`ficiaI EIcction Results

60 days, provided no

Ulloffllcjal eleclion I.estllls f.iln anal issiied prior

pending court action

to fiinali=alioli orlii]al I.e`siill cei.lifiicalioli

or court order

Election Protest Records

I year, provided no

E\Jidelice oi. nialeI`ial pI.ovided or iised in

pending court action or court order

coniiiliction with cl prolesl lieaI.iI.g

I I I

Paper/EIectronic

Paper/EIectronic

Yearly Repoil to Secretary of StateFinancialex[)efisesofcondi(clingeleclioms senttotheSeci.etaI.yofSlate

CBE18|67

4 yeflrs

Eleclronic

Until digitized andqualitycontrol

Board ot` Elections organization Records

CBEl8-68

Repoi.I forms on ol.gani=alioIl oi. i.eorgani=alion checked. Ifnot

of BoaI.d of Elections

Paper

LJ

digitizcd, maintainfor6years

Board of Elections organization RecordsRepoI.IformsoiloI.gani=alit)noi.I.eoi.gan.I=alion

6 years

CBEl8-68E

Elec\ronA\\

of Board of Elect.Ions

en

Reimbursement Records of Costs ol`Training

CBEl 8-69

I'oll Woi'kers

3 years. provided

Filiaiicial I.ecoi.ds I.elaled lo llie reimbiii.seiiieiiI

audit

--

+

______i -

been audi.tec! b

itor of State and iheE, I._ ____^A bq`A-r`aa

of Doll workers foI. eleclioii ti.aiiiliI£

|re!Eic troniSe |e|\,rvI,|O-__ __asedpursuantt.117.26a.R.C.

Duplicate Reports Generated by the StatcwideVoterRegistrationDatabaseRepoI.lsci.eatedfronithestalewidevotei`reJIislI.alioiidalabase

CBEl 8-70

paper haAu

aFE

ited means: the

60 days

i

Page lo of16

oZ OHIO HISTORY

RECORDS RETENTION SCHEDULH (RC-2) See inslruclioris bef;ore conlI)lellllg this forlII`

CONNECTION

Union Count

Board c)f Elections

(Local Government Entity) (I)

(2)

(3)

(4)

Schedule NumberCBEl8-7l

Recoi.d Title and Description

Retention Period

Media Type

Duplicate or Incomplete Voter Rcgi`strationFormsVoteI.I.egisti.alionfoi.msthatai.eilicomplele oi.

(6)

Until digitized and

quality control checked. If not diiplicated by voleI. eI.rantly I.e-I.egisleI.ing

(5)

RC-3 For use by Auditor of Required State oI. LGRP

Pilper

r|

Electronic

LJ

digitizcd. maintainfor4y.`ars

Duplicate or lncomplctc Voter RegistrationFormsVolerregisli.alionfoI.ilislhalai.aincomplele ordili}licaledbyvoleI.eI.I.alitlyI.e-regisleI.i_ing

4 years

CBE18-7lE

Until digitized andqualitycontrolchecked.Ifnotdigitized.maintain

Rcturncd Undeliverable 60 Day Notices CBEl8-72

^lailing nolices I.elilriied to the BoaI.d of

until the elector

EIeclioIIs by the postal service as tltidelivei.able

appears to vote or

aJIIeI. 60 days lime

until the clcctornamedisremovedfromthevoterrcflistrationlist

Paper

I

Until the elcctoI.appearstovoteor

Returned Undcliverablc 60 Day Notices CBE18-72E

Mailing notices I.eliiI.iied lo lhe Board of

until the cli`ctor

Electioiis by the I)oslal seI.vice (is i(ndelivei.able

named is removed

oflet. 60 days (ime

Electronic

I

f`rom the \'oterregistrationlist

Transmit al Forms that Accompany VoterRcgislrationFormsfromAgenciesTransmit(alfoI.ri sfi.omolliei.ageiiciesacconipi nyingvoterI.egisli.a{iol foi.il SIIlat`tiereI.eceivedbvolheI.af{encies

2 years

CBE18-73

Paper

I

Paper

I

Until digitizcd andqualitycontrolchcckcd.lfnotdigitized,maintain

Voter Identification (Absentee Ballot

Application or Voter Registration Form) CBE18-74

Copies of .Ideiilificalion pi.ovialed by electoi.s ``JiIIi cl voler registi.atlon form oI. abselitee

I)allot request

the longer ol`:

-6 months al`tei.

receipt -From thc-date of`receiptuntil45daysaftertheelection

L=-_ OHIO

Page ll of16

RFICORDS RETHNTI0N SCHEDULE (RC-2)

HISTORY

See ilistructions bofore coinpleling this fiorln.

CONNECTION

Union Count

Board ot` Elections

(IJocal Government Entity)

' Schedule Nutnber

(Unit)

(2)

(3)

(4)

(S)

(6)

Record Title and Description

Retention Period

Media Type

For use by Auditor of

RC_3

State or LGRP

Required

Longer of,-6months al`\er Voter ldentificati()n (Absentee Ballot

Application or Voter Registration Form)

CBEl8-74E

Col)ies of ldenlifilcaliol] pi.ovided by eleclors

receipt - From the date ol`

\ili(li a voleI. I.egisli.alion foi.ni oI. absentee

I.eceipt until 45

ballot I.eqiiesI

days after thcelection

Electronic

Lj

Voter Identification (Absentee Ballot andIdentificationEn\Jelopc)Copiesofiden{ifilcaliolipi.ovidedbyelectorswilli(Inabsenteeb(illol(iiidldenlificali()ne,lvelope

90 days

CBE18-75

Voter Identification (UOCAVA)CopiesofidelilifilcalioiiI)I`ovided by aUOCiIV.ilvolei.williafederalpostcai.dapplication

Paper

I

Until digitizcd andqualitycontrolchecked.lfnotdigitized,maintainfor4years

CBEl8-76

Paper

LJ

EIcctronic

L

Voter ldcntification (UOCAVA)CopiesofidenlifilcalioiipI.ovided by aUOC,lV!IvcI{erwilhafetlei.alposlcardal)plica,io'1

4 years

CBE I 8-76E

Federal l'ostcard Voting Application (FV^P)/1pplicaliol foI.i.eg.isli.alionasav()leI`ona-oI.inadopledinaccordance`tJ`il .fedel.aIregtilaljoi srelalilig(otheUnifioi.medandO\>eI.seasCj[i=ensAbsenteeVotingAct,Di rLs.iaI ltoORC351102

Until digitized andqualitycontrolchecked.lt`notdigitized`maintainpcrmancntly

Paper

CBEl8-77

I

Fedcral Postcard Voting Application (FVAP)Applical.Ionfol.I.egistI.alionasavoleI.oliafoi.niadopledinaccordalicewlithfederalI.egiilaliolisi.elatinglol ieUii foI.niedandOveI.sea`sCili=emsAbsenlee>Voli igilct,oi rsi antloORC35II.02

CBEl 8-77E

I'ermanent

EIectronic

3 years

Iilectronic

2 ycars

Eleclronic

I

Election Administration and Voting SurveyBiennialReportsElectioi rei)oi.[slhalinchidejlifof.nial`ioi onvoleI.I.egislI.(iliolis,chayigesofname/address,absenleeballols,b(Il olscastpI.ovisionallyandotherelectionI.elatedinfioi`nialion

CBEl 8-78

I

Elect.ion Administration PlansAdmiri.islf.aliveplanscI.ealedby couiity boardsofe[ec[iol s.indica!.ingpI.epaI.a!.lol sfoI.cond.ictiligelecliolisandhandli igofpossibleemergencysili alionsolielecllond{iy

CBEl 8-79

LJ

Page 12 ofl6

02 OHIO HISTORY

RECORDS RETENTION SCHEDULE (RC-2) See inslruclions beJ;oi`e colnplelilig this forrn`

CONNECTIC]N

Union Count

Board of` Elections

(Local Govemmcnt Entity)

(Unit)

(|)

(2)

(3)

(4)

Schedule

Record Title and Description

Retention Period

Media Type

Number

(5)

(6)

For use by Auditor of RC_3 Required State oI. LGRP

EIection officials Performance Assessment Revie\(i lo be coiidiicled oflei. each pI.es`idenliaI

CBEl8-80

pi.imary and even-mliiibei.e(I geneI.al eleclion to determilie whelheI. pI.ecilicl electi()n officials

2 years

Paper

I

aI.e satisf;acloI.ily I)erfoi.in.ilig their diilies

Local option Petitions Pe{ilion`sfoI. placement on the ballot oli llie

CBEl8-8l

Permanent

Paper/Elcctronic

3 years

Paper/Elcctronic

4 year,i

Electronic

I year

Electronic

q.leslion of\('hethcl. alcoliol sales aiid consurliplion shall be allowed wiIIIin a pI.ecili_c1

Notice of Board o]` Elcctictns Public Meeting

CBEl8-82

Notices of piibllc llleeliiigs of a county board of

L

elections. ilichlding I.egrllai., speci(il or emei.gelicy mee!irif{s

Ccrtificatcs of Appointment CBEl8-83

Col).les of cel.[ifiicales of ai)po.inlmeiit to elected

I

offiice colilainillg llallle of elected of:fisj}!:jgl

JFS Voter Registration Reports CBEl8-84

Qilarlerly report of lhe llINnbeI` of`loteI. I.egislI.alion foI.Iiis I.eceivedfor the colilily

I

dei)ar[ment ot job alid faliiily sei`iices Until digitizcd aiidqualitycontrolchcckcd.Ifnotdigitized,maintaint`or4years

Returned UndcliveI.ablc Notices Not.lees sent lo elecloI.s that are I.enii.ned as CBE18-85

Paper

"iiideliveI.able - i_e. change of pI.ecilict, polling

I

localioii oi. voliiig district

Returned Undeliverablc Notices Nolices sent lo elecloi.s lha[ ai.e I.etiii.Iied as

CBE18-85E

4 years

Electronic

LJ

iindeI.IveI.able -i.e. chalige of precinct, polling lociiI`ion oI. voting: dislI.ict

CBE18.86

Authority to Vote slips

60 days, provided no

Form giveii to eleclt)I. al pollilig place

pending court action or court order

Paper

2 years

Pape,.

indicatilig pei.missioli to c(isl a ballot

I

Post-Election Audit Reports OI.igilial aiidiI \`Joi.kbook verifying tlial the

CBEl8-87

tioaI.d of elec{`Ioiis has coiidilcled all aiidil o.i

r|

Ihe elecl.Ioii Di.ocess

Until digitizcd i ndqualitycontrolchcckcd.]l`notdigitizcd.maintainfor2years

Post-Election Audit Reports OI.ig.Inal a.Idi1 \+Joi.kbookverifyilig lhat tile

CBEl8-87E

boal.d ofeleclions has condllcled (ln alldil of the eleclioli 1)I.ocess

Electronic

I

Page l3 of16

o= -OHIO HISTOFtY

RHC0RDS RETENTION SCHEDULE (RC-2) See instI.Liclions beftire coii.ple!ing this J7orni`

CONNECTION

Union Count

Board of Llcctions

(Local Government Entity)

(I) Scliedule

(2)

(3)

(4)

Record Title and Description

Retention Period

Media Type

Number

CBEl8-88

Ethics Forms

Until digitizcd and

Foi.Iiis I.eqiiii.ed lo be con.pleled by boaI.d of

quality control

eleclions staffverifying tliat they have beeli

checked. lfnot

li`aiiied ofi and `rlill coniply wilh Ike Secrelai.y

digitized, maintain

of Slale's eth.ics pol.Icy aiid ohio ethics low

for I yl,ar

Papc,.

(5)

(6)

RC-3 For use by Auditor of Required State or LGRP

I

Ethics FormsFoi.ri sI.eqii I.ed lo be compleled by board ofelectionsstaJfyeI.ifyinglhall ieyhavebeenlrailiedon(indwil complywjlhlheSecrelai.yofStale'selli cspolicyandoh.ioelli cslaw I year

CBE18-88E

EIcctTonic

I

Until digitizcd andqualitycontrolchocked.Il`not

Declaration ofElector Unable to Mark Ballot

CBEl8-89

CBE18-89E

1'eI.ifilcalion by volei. of the inability to mark

digitizcd, maintain

voleI.'s tJallo{ ``Iilhoni{ assistaiice

for 60 days, providednopendingcourtactionorcourtorder

Dcclaralion ol` Elector Unable to Mark Ballot

60 days, provided no

l'erifilcal`ioii by voler of the inabiI.i!y lo mai.k

pending court action or court order

voler's ballot wilhoiit as:s.istance

Papl,r

Electronic

I I

Until digitized andqualitycontrolchecked.Ifnotdigiti7.ed,maintainuntilrevokedorelectornolongerisregisteredincounty

Power ofAttoncy FormsFoI.indeslglia[ingthatan eleclor niay permitaiiolhei.desiglialedpei.sonlohavepowei.ofaI{orneyovei.llieii.electionI.elateddociimelils

Paper

CBEl8-90

Power of Attorney FormsForiiidesign(Iling[l.alall elector niay perlrii{aiiolheI.designatedpersoiilollaveI)o``'el.ofalloI.revoveI.theire[eclionrelateddociiliieiils

Until revoked orelectornolonger isregisteredincounty Electronic

CBEl8-90E

L

I

EIected official and Appointment CertificationsFoI.ms{oI.el)oi.Icert.lfilcalionsofper.sonselecle(Ilooffilce.,I.epoI.iappoiITlinelltslofil vacancieLs.innomjnatioi ontheballot;ai d/oI.rel)orlpoliticaldy:filiationofI)I.evionlsof ilceholdercerlifiledbvtl eboai.dofelect.Ions

6 years

CBEl8-9]

EIectronic

I

Division of` Liquor Control RequestsCopiesofrespt)nseslotheDiv.is`Ioliof Liquiol`ControlI.egardii gpi.ecinclboiindaI.iesoI.othei.localI.Iq.ioI.oIJl.ioi inqiliresI.eceivedfromtheDivisiono.i]JIt]i tiI.Con{i.ol

CBE 18-92

6 months

Paper

I

I year

Paper

I

Precinct Election officials NoticesNoticesofaccei)lalice,I.ejection,I.ei)laceiiienloI.I.emovalofprecinclelectiono`fiilci(ils

CBEl8-93

oZ r=

Page l4ofl6

OHIO HISTORY

RECORDS RETEINTI0N SCHEDULH (RC-2) See insI"cliom befiore comi)leling this fiorm,

CONNECTION

Union Count

Board of Elections

(Local Government Entity)

(Unit)

(1)

(2)

(3)

(4)

(5)

(6)

Schedule Number

Record Title and Description

Retention Period

Media Type

For use by Auditor of

RC_3

State or LGRP

Required

Former Resident Presidential BallotFormI.eqiiiredlobecoinpletedtIIider oR:C CBE I 8-94

22 months, providednopendingcourtactionorcourtorder Paper

3504, siibmilled to boai.d of eleclions

I

I.eq.iestinp a presidential b(illo!

Until digitized andqualitycontrolchecked.Ifn()t

Former Resident Presidential Ballot CBE18-94E

Form I.equired {o be comI)leled iindeI. ORC

digitized. maintain

3504, stibn]itled lo boaI.d of elecliorls

for 22 months`

I.eqiiestiiig a presiclenlial bclllol

provided no pendingcourtactionorcourtorder

EIecti.onic

I

Until digitized andqualitycontrolchecked.[I`notdigiti7_ed.maintainuntilsignatureupdatedorper`sonnolongerrcgistercdincounty

Authorization t`or Elcclor to Update Signature CBE18-95

Paper

Record allo`i'iiig all elector lo update their

I

voleI. .s.Ignal.II.e `('illi the boai.d ofelecliolis

Until signatureupdatedorperson nolongerregisteredincounty

Authorization t`or Elector to Update Signature CBEl8-95E

Elcctronic

Recoi.d allowiiig an elector to uI)date their

I

voler sigiialili.a `iiilh the boaI.d ofelecliolis

Certifications of District Candidates

Until digitizcd andqualitycontrolchecked.lfnot

CeI.lifical.ioll by llie boai.d of electioiis lo ll.e

CBEl 8-96

most I)opiiloiis coilnly in a dislI.icl lo oveI.lap

coiuilies in lhal dislI.ict, of the name.I oflhe

Paper

I

digitizcd. maintainfor6months

call(lidates {o appeal. oli the ballot for dislrictofrilces

Certiflcations of District Candidates CeI.{ifiicalioIl by the boai.d of eleclioiis lo lhe

CBEl 8-96E

IIiosl popiilonis coiinty .in a disII.ict to over.lap

6 months

Electronic

coiifilies ill that district, of lhe lrarlles of the

I

call(1idates to ai)peal. o}i lhe ballot for distf.lcloffiices

EIection Hardware Inventory Listing of election hal.d\`JaI.e (sol.veI.s) pro\Iiding

CBEl 8-97

Until no longer of

Paper/Electroiiic

nrake, model lype, qtlanl.ily, dale of .inslallalion administrativ.I \Jaluc

I

and sofiwaI.e/tiii.m\.IaI.e veil.sion

EIection Day Precinct Incident L()g

CBEl8-98

(Non-Fcdcral Election)

60 days` provided no

Log siibliiiltetl by preclIlcl eleclloil offilcials {o

pi.nding court action or coiirt order

llle boaI.d of elections I.egai`ditlg ilicidellls occi(rriiiF[ at (I precinct on election day

Pape,.

I

Page 15 of16

o= r=

OHIO I+lSTORY

RHCORDS RETENTION SCHEDULH (RC-2) See iiislriictions bef;ore colilpleting lliis `forliI

CONNECTION

Union Count

Board ofElections

(Local Govcmmcnt Entity)

(i) Schedule Number

(2)

(3)

(4)

Record Title and Description

Retention Period

Media Type

(S)

(6)

RC-3 For use by Auditor of Required State or LGRP

Election Day Precinct Incident Log(FederalElection)

22 months, provided CBEl8-98F

CBEl8-99

Log siibin.itted by precinct election offilcials I()

no pending couI.t

the boal.d t)i elections I.egaI.ding ilicideiilsocciiI.rinf{ataI)recinctoneleclioliday_

action or court order

Declaration of Intent to Change Political Party

Until digitized and

Declaration of inlei.I to clraJige polilical party filled by an electeal offilcial I)rior lo llieii.

quality control chi.eked. If not

silbnlissioli of declai.aliotl of candidacy alid

digitized, maintain

pellition foI. partisan o_ffilce

for lo years

Paper

Paper

I I

Declaration of Intent to Change Political PartyDeclara(ionofinlei ltocI]aligepoliticalI)aI`tyfil edbyanelectedofficialpI.ioI.IotheiI.silbmissionofdecla1.alionofcandi(lacyandpetitionforpaI`Iisanoffice

10 years

CBEl 8-99E

Electronic

I

Abscntce V()ter Challenge (Non-FederalE'ection)

60 days, provided no CBEl8-loo

SIaternefil of persoii challeiiged as lo paI`{y affll.lalion ``'hen I.elliiestiiig an absentee voler'sballot

Absentee Voter Challenge (Federal Election)Slatenlenlofpei.sonchallengedasloparty(lffiliationwhenI.eqiiestlnganabsenleevotei.'sballot

pending court action or court order

Paper

22 months. providednopendingcoiirtactionorcourtorder

Paper

CBE18-loop

Provisional Voter Precinct Verirication [` ormFoI`I i12-Dcompletedbyaprecinctelectionoffl cial`\'lienavoter'snaniedoesliolapi)ear inlhepollbook/lislandlhevolei.il s.Islsonvotinginthewi.ongI)I.ecinclofali il ti )le-precinctI)ol imIlocation

I I

Until digitized andqualitycontrolchecked.l `notdigitized,maintainfor4years

Paper

CBE18-101

I

Provisional Voter Precinct Verification FormForm12-Dconipletedbyaprecinctelectionoffilcial`i henavoier'snali]edoesriolappeal. inthepollbooWlistanalthevoleI. insislLsonvot.inginthewroi gI)I.ecincto.iali i l .iple-pi.ecinclDO[lin9:localiori

4 years

CBEl8-10lE

Date of Birth CorrespondenceLel!eI.sseiitloindividilalsI`eqiles[irlg aI.eRis[eI.edvoleI`1oprovidetheii.dateof birth

Until no longer ofadministrativevalue

CBEl8-IO2

Eleclronic

I)aper

I I

State and Territorial Exchange of Vital Events(STF,VE)FilesFilecolitainingcoii ilystatewidevolei.I.eg.islral.ior)dalabaserecordslhalhavebeeiiniatched`i'il irecorulsofdecedentsfoI.thepiirposeofcancell ngll eregislI.alionofdeceasedvolei.s

CBEl8-103

2 years

Paper/EIectronic

I

02±

Page l6 ofl6

r=

OHIO HISTORY

RECORDS RETHNTION SCHEDULH (RC-2) See inslruclions l)efore completing this form,

CONNECTION

Union Count

Board of EIections

(Local Government Entity)

(2)

(3)

(4)

(5)

(6)

Record Title and Description

Retention Period

Media Type

FoI. use I)y Auditor of

RC-3 Required

(

Schedule Number

(Unit)

State or LGIan Cancellation of Registration of Dcccasc Elector

Records of notice of Death of Reglstel.ed l'oler (ORC 3503.2 I (A)(3)) aIld Notice of Caiicellation of VoleI. Regisli.alioli (ORC

CBEl8-104

2 years

I'aper/EIectronic

I

Pap`.r

I

3 503 ,2 I (F)) following I.eceipl of llotification of deall. of a I.egislei.ed elector., iiiclilding

Secretary of State (SOS) foHiis 255-C and 255-D Documentation of Campaign Finance Filings

Until digitized andqualitycontrolchecked.Ifnotdigitizcd,maintainfor6years

Examinations Doctlnienls, inclNdiiig, biil riol liniiled to, letleI.s CBE18-]05

and aiidit cliecklisls concerning exaniinaiions

ofcampaigll firiafice filings filed with lhe Board of Elections

Documentation of Campaign Finance Filings Examinations I)ocilmeiils, includiiig, biit iiol liiiiiled !o. lelteI.s

CBEl8-105E

6 years

Electronic

2 years

Paper/Electronic

60 days

Paper

2 years

I'apcr/EIectronic

alid audit checklis{Ls colicei.iiiiig ex(iminatiolis

I

of c(lnlPaign fillaflce fillii]gs filed `+iilh {lie I3oaI.d of EIeclions

Precinct official Registration List Complele alid offici(il I.eg.ls!ratlon list foi` each

CBEl8-106

precinct of all qi!illifiled registei.ed vt)ters in the

I

I)I.ec.[ncl llial nil(sl be pI.epared foiirleen (14) days befioI.e an electioii (ORC 3503`23)

Backup Signature Pollbook Prinled, blaiik signaliiI.e pollbook!s that hclve

CBE'8-]07

been pi.epared as backup in case of pI.obleni

I

\{iilh the eleclI.onic p()llbook, b.Il llieii li()I lised

duriiif an election

Verification c)f UOC^VA C()mpliance

Copy ofform to be complelet! by the Board of Elections verifying comi)liaiice with lhe CBEl8-108

Unif;ormed and overseas Civilian Abselitee

I

Voliiig Act (LIOCA VA) aiiil s.ibmiIIed lo lhe

Oliio Secrelaiv of Slale

I