Record Retention Policy Sample Clauses

Record Retention Policy. The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than 3 years.
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Record Retention Policy. Without limiting the foregoing, each of the Parties hereto agrees that it shall retain copies of any books and records in its possession as required by any record retention agreement in effect from time to time, between AXP and the IRS or any other Taxing authority.
Record Retention Policy. All records originated or prepared in connection with Provider's performance of its obligations under this Agreement, including but not limited to, working papers related to the preparation of fiscal reports, medical records, progress notes, charges, journals, ledgers, and electronic media, will be retained and safeguarded by Provider in accordance with the terms and conditions of the State Contract and this Agreement. Provider agrees to retain all financial and programmatic records, supporting documents, statistical records and other records of Members relating to the delivery of care or service under this Agreement, and as further required by DHH, for a period of six (6) years after the last payment was made for services provided to a Member and retained further if the records are under review, audit, or related to any matter in litigation until the review, audit, or litigation is complete. If any litigation, claim or other actions involving the records have been initiated prior to the expiration of the six (6) year period, the records shall be retained until completion of the action and resolution of all issues that arise from it or until the end of the six (6) year period, whichever is later. If Provider stores records on microfilm or microfiche, Provider shall produce, at its expense, legible hard copy records upon the request of state or federal authorities, within twenty one (21) calendar days of the request.
Record Retention Policy. Coach and Client hereby acknowledge and agree that they have specifically discussed Coach's record retention policy. Coach will maintain communications, documents, information, and notes related to Client, in a manner most convenient for Coach, for the one (1) year. Any recovery request for documents, personal information, and/or notes will incur a $100 recovery per request.
Record Retention Policy. In accordance with USBARE, LLC’s current record retention policy, we will retain our work papers and copies of your financial reports and other records for the engagement for seven years. We will provide you copies of all reports prepared that should be a part of your books and records. If you should need replacements, we will provide additional copies which might incur additional costs to you. All of your original records will be returned to you. After seven years, our records pertaining to this engagement will no longer be available. Physical deterioration or catastrophic events may shorten the term during which our records will be available. The work papers and files of our firm are not a substitute for your original records. It is agreed and understood that in connection with the performance of our engagement, the work papers prepared by us will remain property of USBARE, LLC Office. PRIVACY POLICY This is being furnished to you as required by the Xxxxx-Xxxxx-Xxxxxx act of 1999, which addresses in part the protection of individuals’ privacy. This is the annual notice required by law. USBARE, LLC treats any information concerning our clients and former clients with strict confidentiality. Consistent with that policy, we restrict access to nonpublic personal information concerning you to staff members who must have it in order to provide you the products and services for which you have retained us. We do not disclose any personal or confidential information to anyone else without your express permission to do so, except as permitted or required by law. In addition, we maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Thank you for permitting us to be of service. We value our relationship with you and hope you view us as your most trusted advisor. We will work to continue earning that trust. USBARE, LLC TO BE COMPLETED BY CLIENT’S AUTHORIZED REPRESENTATIVE Top of Form The engagement terms described in this agreement are acceptable and hereby are agreed to. This business entity also agrees to the record retention and privacy policies set forth in this letter. Accepted by: ______________________________ Date: _____________________ Entity Name: ______________________________ Date: _____________________ Authorized Representative: __________________________ Date: _____________________
Record Retention Policy. Information regarding Clients is subject to Acorn to Oak Education’s data policyYour Information”. Aside from essential Client contact information minimal client records are kept and any notes of sessions will not include the client’s name.
Record Retention Policy. In accordance with our current record retention policy, we will retain our work papers and copies of your financial reports and other records for the engagement for seven years. We will provide you copies of all reports prepared that should be a part of your books and records. If you should need replacements, we will provide additional copies which might incur additional costs to you. Your original records will be returned to you upon request only. After seven years, our records pertaining to this engagement will no longer be available. Physical deterioration or catastrophic events may shorten the term during which our records will be available. The work papers and files of our firm are not a substitute for your original records. It is agreed and understood that in connection with the performance of our engagement, the work papers prepared by us will remain property of Upsource Partners.
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Record Retention Policy. The Client acknowledges that the Coach has disclosed that he will not retain any records after the Coaching terminates.
Record Retention Policy. Gap’s business records are Gap’s assets and must be retained or destroyed in compliance with the applicable records retention schedules in Gap’s Records Management Policy. In accordance with this policy, in the event of litigation or a government investigation, relevant records must be retained and preserved. Gap’s Records Management Program is the policy and procedure for managing all domestic Gap’s records, inactive and active, regardless of media or format. This includes electronic and audio files, hard copy documents, photographs, microfilm and records in other formats. All such records are the property of Gap, and Gap retains the right to review and establish disposition of all records. Supplier will maintain, review and update a records management program to comply with Gap’s requirements regularly and in the ordinary course of business. Supplier will ensure that it’s policy also remains in compliance with all applicable regulations and statutes and to exercise reasonable judgment and prudence in determining the disposition of such records. The following are the Gap’s policies on key retention issues: Exhibit D.5 Gap/IBM Confidential and Proprietary Information Page 1 Email Email is maintained for * months. Employee Transfer or Termination Upon termination, Supplier employees must return all Gap’s records to Gap. This includes both paper and electronic records.
Record Retention Policy. In accordance with WCG (formerly Xxxxxx CPA Group)’s current record retention policy, we will retain our work papers and copies of your financial reports and other records for the engagement for seven years. We will provide you copies of all reports prepared that should be a part of your books and records. If you should need replacements, we will provide additional copies which might incur additional costs to you. All of your original records will be returned to you. After seven years, our records pertaining to this engagement will no longer be available. Physical deterioration or catastrophic events may shorten the term during which our records will be available. The work papers and files of our firm are not a substitute for your original records. It is agreed and understood that in connection with the performance of our engagement, the work papers prepared by us will remain property of WCG (formerly Xxxxxx CPA Group).
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