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Agency Schedule Detail

Authorization Number :  820-0831
Agency Series No. :  220-02
Status :  Active
Agency Web Link : 
Agency :  INS
Confidential Description :  Attorney-client privileged communications (ORC 2317.02(A))
Division :  INSOLHD
Vital Description : 
Section :  INSOLHD
Record Title :  Small Employer Health Care Alliance COA Filings
Revision :  0
Record Description :  Applications and supporting documents submitted to obtain or renew a Certificate of Authority (COA) as an Ohio Small Employer Health Care Alliance; related company/contact and compliance tracking data; related correspondence, reports, and workpapers.
Retention Period Retention Justification Media Code Method of Disposal
Retain hard copy until imaged, then destroy hard copy. Initial COA filing: Retain 2 years after inactive, then destroy. Renewal COA filing: Retain 3 years from the end of the applicable renewal year, then destroy. Initial COA filing is required to evidence that the organization meets the requirements of ORC 1731, since most of the initial COA filing documentation is not required to be refiled upon renewal unless there is a substantive change. Paper Shred
Retain hard copy until imaged, then destroy hard copy. Initial COA filing: Retain 2 years after inactive, then destroy. Renewal COA filing: Retain 3 years from the end of the applicable renewal year, then destroy. Initial COA filing is required to evidence that the organization meets the requirements of ORC 1731, since most of the initial COA filing documentation is not required to be refiled upon renewal unless there is a substantive change. Electronic Erase

Approvals

Status Name Title Date
Approved Jennifer Behrendt Records Officer 9/11/2009 10:46:00 AM
Approved Michael Hardenbrook Record Administrator 9/11/2009 1:56:00 PM
Approved Martin Meeks State Auditor 9/14/2009 9:55:00 AM
Approved Fred Previts State Archivist 9/18/2009 10:04:00 AM

Notes

Date Reason User

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