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Agency Schedule Detail

Authorization Number :  855-0325
Agency Series No. :  SI-09
Status :  Active
Agency Web Link : 
Agency :  BWC
Confidential Description :  The Self Insured Employers Financial Reports contain the companies’ financial statements, federal tax identification numbers.
Division :  BWCRKAD
Vital Description : 
Section :  BWCRKADSIST
Record Title :  Self Insured Employers Financial Reports
Revision :  3
Record Description :  The Self Insured Employers Financial Reports consist of certified audited financial documents and annual reports sent to BWC by the Self Insured Companies. The Self Insured Employers Financial Reports contain highly sensitive financial information about the Self-Insured Employers. The Self Insured Employers Financial Reports are scanned into the Universal Document Service (UDS). The Universal Document Service (UDS) is an imaging concept that stores any type of electronic file, such as Microsoft Office documents, Adobe Acrobat, audio/video, Computer Aided Design (CAD), etc. as well as scanned images.
Retention Period Retention Justification Media Code Method of Disposal
Provided the previous year’s annual report has been received from the companies, retain the Self Insured Employers Financial Reports in the Self Insured Unit for 1 year, and then destroy. Paper Shred
Scan the Self Insured Employers Financial Reports into UDS and verify for quality assurance. Provided the previous year’s annual report has been received from the companies, retain the Self Insured Employers Financial Reports for 1 year, and then destroy. Electronic Delete

Approvals

Status Name Title Date
Approved Kevin Gartrell Records Coordinator 6/16/2008 9:09:00 AM
Approved Melissa Roach Records Officer 6/18/2008 3:17:00 PM
Approved Michael Hardenbrook Record Administrator 7/18/2008 1:47:00 PM
Approved Martin Meeks State Auditor 7/22/2008 1:29:00 PM
Approved Fred Previts State Archivist 7/26/2008 11:54:00 AM

Notes

Date Reason User

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