Page 421 - Aida Hovsepian Onboarding

2/28/2018 CSCS Record Retention and Disposition Schedule
RETENTION AND DISPOSITION SCHEDULE
32. FSA report FSA contribution: list of employee's 2009 - current Semi-monthly Excel Business In Cindy's personal TASC (3 party 7 7 Destroy securely BP 70 - BP 75 Human Based on IRS
drive
contributions ADMINISTRATION: vendor) Resources Guidelines
In Cindy's personal
Dustin's
Business
33. Long term incentive program Payment of LTIP 2009 - current Annually Excel ACCOUNTING, FINANCE, AND HUMAN RESOURCES 7 7 Destroy securely BP 70 - BP 75 Human Based on IRS
drive personal drive Resources Guidelines
In Cindy's personal Human Based on IRS
34. Employee PTO schedule Personal time-off balances 2009 - current Semi-monthly Excel Business drive Ultipro 7 7 Destroy securely BP 70 - BP 75 Resources Guidelines
35. Employee pay info - current Business Human Based on IRS
employees Human Resources Info 2009 - current Periodically Database Compliance In Ultipro In Cindy's office Permanently Permanently None BP 70 - BP 75 Resources Guidelines
36. Employee pay info - Business Human Based on IRS
terminated employees Human Resources Info 2009 - current Periodically Database Compliance In Ultipro In Cindy's office 7 7 None BP 70 - BP 75 Resources Guidelines
Business
37. Correspondence (emails in Cindy's emails 2009 - current Continuously Electronic Compliance In Cindy's personal None 7 7 None None None
folders) Litigation email folder
ADMINISTRATION:
SYSTEMS, COMPLIANCE, AND OTHER
Purpose of Existence Minimum Maximum Business Process # Business
Record Name Record Description Years Covered Revision Format (Business, Litigation, Main Location Other Retention Period Retention Period Disposition (CSCS Risk Control Process Further
Frequency Locations Method Comments
Compliance) (in years) (in years) Matrix) Description
[1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14]
Moving the
documents from the
HAVI - web-based shared drive to the
1. Third-party data security and Details of third-party internal control, As long as the As long as the integrated supply SharePoint
retention policies data system contingencies, retention, 2014 - 2015 Annually Pdf Compliance Shared drive SharePoint contracts are in effect contracts are in effect Delete securely BP 90 chain
back-up management Ask for similar
system policies from Office
365, Co-sentry, SDMS,
Fred and website.
HAVI - web-based Moving the
2. Statement of Work (Original Details of scope of work with third- 2013 - 2018 Periodically Pdf Business-related Shared drive SharePoint As long as the As long as the None BP 90 integrated supply documents from the
chain
and Additions) party system provider (HAVI) Litigation contracts are in effect contracts are in effect shared drive to the
management SharePoint
system
As long as the As long as the Moving the
3. Microsoft Office 365 Details of scope of work with third- Business-related contracts are in effect contracts are in effect documents from the
Transition Agreement party system provider (Authors/ 8/2015 - 10/2015 One-time Pdf Litigation Shared drive SharePoint or 7 or 7 Delete securely BP 90 Other Systems shared drive to the
P&L)
(after expiration) (after expiration) SharePoint
As long as the As long as the Moving the
4. Iasta Agreement Details of scope of work with third- 2009 - 2014 Periodically Pdf Business-related Shared drive SharePoint contracts are in effect contracts are in effect Delete securely BP 90 Other Systems documents from the
or
or
party system provider (Iasta) Litigation shared drive to the
7 7
(after expiration) (after expiration) SharePoint
As long as the As long as the
contracts are in effect contracts are in effect Moving the
5. Rackspace Agreement Details of scope of work with third- 2009 - 2015 Periodically Pdf Business-related Shared drive SharePoint or or Delete securely BP 90 Other Systems documents from the
party system provider (Rackspace) Litigation shared drive to the
7 7
(after expiration) (after expiration) SharePoint
As long as the As long as the
contracts are in effect contracts are in effect Moving the
6. Confidentiality Agreements Suppliers agree to the Co-op's 2009 - 2015 One-time Pdf Litigation Shared drive SharePoint or or Delete securely BP 90 Other Systems documents from the
confidentiality terms and conditions shared drive to the
7 7
(after expiration) (after expiration) SharePoint
All data about items, stores, Master Data How long data is kept
7. Data in HAVI 2014 - current Continuously Electronic Business HAVI None Permanently Permanently None BP 95
operators, transactions, pricing, etc. Management in the system?
8. Formula-based Pricing Balances of formula-based Business Supplier Contract Based on IRS
Balance Sheet commodities are tracked 2012 - current Monthly Excel Litigation Shared drive None 1 3 None BP 520 Management Guidelines
9. Supplier Risk Management Details of risk rankings and risk 2014 - current Quarterly Excel Business Shared drive None 3 3 None BP 520 Supplier Contract
Analyses screening for suppliers. Litigation Management
Quarterly Cost Impact Archive old
10. Cost Impact Reporting Cost savings and other impacts by CM 2009 - 2014 Excel, PDF Business Shared drive None 3 3 None BP 10
Annually Reporting documents
Details of risks, control activities and Business
11. CSCS Risk and Control Matrix 2012 - current Annually Excel Shared drive None Permanently Permanently None All processes All processes
evidences for each business process Compliance
12. CSCS Internal Control Audit Details of control environment, audit Business
Plan methodology 2012 - current Annually Word Compliance Shared drive None Permanently Permanently None All processes All processes
3
13. CSCS Code of Conduct Details of guidance on code of 2007 - current Periodically PDF Business Shared drive None Permanently Permanently None All processes All processes
conduct for all employees Compliance