1. COMPLIANCE AND RISK MANAGEMENT
    2. Records Retention and Management


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    COMPLIANCE AND RISK MANAGEMENT

     

     



    Records Retention and Management
     


    The Trustees recognize the importance of Trust records as the record of acts of the Trustees and the repository of such information. The records of the Trust include but are not limited to, agendas, meeting minutes, individual claim appeal information and documents prepared by outside advisors necessary to administer the Trust.

     

    Some of these records are public records and must be retained and destroyed in accordance with the Records Retention Manual and General Records Retention Schedule provided by the Office of the Secretary of State, Division of Archives and Records Management. Some of the records may contain protected health information (as the term is defined by HIPAA) and must be handled by the Trustees and others authorized to handle PHI in accordance with the Trust’s HIPAA Privacy Manual (as amended for Security). In addition, PHI must be retained and destroyed as described in the HIPAA Privacy Manual (as amended for Security).

     
    Cross Reference: Trust Policy 430  Health Insurance Portability and Accountability Act of 1996 (HIPAA) – Privacy and Security
    HIPAA Privacy Manual, as amended for Security
     
    Board Policy 6560 Records Management and Retention
    Board Procedure 6560P  
    Records Management and Retention
     
    General Records Retention Schedule, School Districts and Educational Service Districts, provided by the Office of the Secretary of the State, Division of Archives and Records Management


     

     
    Adopted:
    August 29, 2005  
    Revised:
    January 24, 2011

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