Agency Schedule Detail

Authorization Number : 10530315

Agency Series No. : OCC-BA-09

Status : Active

Agency Web Link :

Agency : OCC

Confidential Description :

Division :

Vital Description :

Section :

Record Title : IGR Invoices and Final Assessment Invoices

Revision : 1

Record Description : Yearly IGR (Intrastate Gross Revenues)Invoice verifications and Final assessment letters are mailed by OCC to utility companies: May; 50% payment invoice and Sept; Final Assessment invoices. Both are used to define Intrastate General Reciepts Revenue from utility companies.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain paper copy of verification letters for 4 years then destroy.	Retain as reference of verification for years previous.	Paper	Recycle
Information from the IGR Invoices and Final Assessment Invoices are added to the OCC''''''''s yearly Calculation of Utility Assessments and retained in the OCC electronic system for 7 years.	Retain as reference of verification for years previous.	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Robin Tedrick	Records Officer	7/8/2009 1:55:00 PM
Approved	Michael Hardenbrook	Record Administrator	7/17/2009 8:31:00 AM
Approved	Martin Meeks	State Auditor	7/17/2009 8:51:00 AM
Approved	Fred Previts	State Archivist	7/17/2009 12:08:00 PM

Notes

Date	Reason	User