Monthly Reports

DUE TO THE DISTRICT OFFICE:
10th of each month

RESOURCES:

The following items should be submitted to the District Office clipped together in this order separately for each agent.

  • Monthly Checksheet —  (Sample)
  • D-843/D-360 Monthly Schedule of Travel and County Commissioners Court Report
    (D-843/D-360 should be stapled together or copied front & back)
  • AG-231  Event Report with Deposit Form (County Programs)
  • AG-233  Multiple Event Report with Deposit Form (County Programs)
  • COPIES of Support Materials

The following items should be stapled together in date order for the month and left unclipped from the monthly reports.  This item is due for the entire county, not for each agent.

  • D-738 Office Conference Report

Please DO NOT send any other materials with monthly reports. The items might get overlooked for several days because they get processed all at once when a large portion of the district’s reports are received.

NOTE:  Records Retention Schedule:  1.1.069 Activity Reports – Reports compiled by agency personnel on a daily or other periodic basis pertaining to workload monitoring, task completion times, number of public contacts, and similar activities.”  Retention is 1 year.

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