Page 433 - Aida Hovsepian Onboarding

2/28/2018 CSCS Record Retention and Disposition Schedule
RETENTION AND DISPOSITION SCHEDULE
DISTRIBUTION
Purpose of Existence Minimum Maximum Business Process #
Revision Duplicate Disposition Business Process
Record Name Record Description Years Covered Format (Business, Litigation, Main Location Retention Period Retention Period (CSCS Risk Control Further Comments
Frequency Locations Method Description
Compliance) (in years) (in years) Matrix)
[1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14]
7 7
(after expiration) (after expiration)
1. Distributor Services Detailed contract terms with 2009 - current No revision Signed & Business HAVI None Destroy securely BP 180 Distributor Based on IRS Guidelines
Performance
Agreements distributors PDF Litigation Permanently Permanently Management on contracts
(for effective (for effective
contracts) contracts)
7 7
2. Market Distribution Paul's C: drive (after expiration) (after expiration) Distributor
Agreements by DC and by DCs' contracts with DineEquity 2009 - current No revision PDF Business To be moved to None Destroy securely BP 180 Performance Based on IRS Guidelines
Brand Litigation HAVI in 2017 Permanently Permanently Management
(for effective
(for effective
contracts) contracts)
7 7
(after expiration) (after expiration)
3. Confidentiality Confidentiality agreements with DCs 2009 - current No revision PDF Business HAVI None Destroy securely BP 180 Distributor Based on IRS Guidelines
Performance
Agreements with DCs Litigation Permanently Permanently Management
(for effective (for effective
contracts) contracts)
Karen's Personal
4. Weekly service reports Drive on the shared Karen's Personal Distributor Archive the old documents
Performance
network (X:)
from distributors to CSCS Reports from DCs 2009 - current Weekly Excel Business Email Folder for 1 3 Destroy securely BP 180 Management Based on the State of
by restaurant original emails Missouri's Policy
To be moved to One
Drive
Karen's Personal
5. Monthly service reports Drive on the shared Distributor
from distributors to CSCS network (X:) Karen's Personal Performance Archive the old documents
(collective service reports Reports from DCs 2009 - current Monthly Excel Business Email Folder for 1 3 Destroy securely BP 180 Management Based on the State of
Missouri's Policy
original emails
by brands) To be moved to One
Drive
Karen's Personal Archive the old documents
Drive on the shared Karen's Personal Distributor Based on the State of
network (X:) Missouri's Policy
6. Distributor Contact List Contact lists of DCs 2009 - current Periodically Excel Business Email Folder for 1 3 Destroy securely BP 180 Performance
original emails Management
To be moved to One Should be stored in HAVI
Drive (DC Contact Report)
Karen's Personal
Drive on the shared
7. Service Penalty notice to From us to distributors 2009 - current Need-based Word Business network (X:) Karen's Personal 1 3 Destroy securely BP 180 Distributor Archive the old documents
Based on the State of
Email Folder for
Performance
distributors Litigation original emails Management Missouri's Policy
To be moved to One
Drive
Karen's Personal
Drive on the shared Karen's Personal Distributor
8. Distributor Survey Survey results from DCs 2009 - current Periodically Excel Business network (X:) Email Folder for 1 3 Destroy securely BP 180 Performance Based on the State of
original emails Management Missouri's Policy
To be moved to One
Drive
9. Distributor Survey Business Intuit's Quick-base Karen's Personal Distributor Archive the old documents
database Survey results from DCs 2009 - current Periodically Excel Litigation (on-line tool) Email Folder for 1 3 Destroy securely BP 180 Performance Based on the State of
Management
Missouri's Policy
original emails
Excel Business Shared drive/ Distributor Based on the State of
9
10. RFP documents (Dan's) RFP analysis for potential distributors 2009 - current Need-based None 3 3 Destroy securely BP 130
PDF Litigation Logistics dept Selection Missouri's Policy