Agency Schedule Detail

Authorization Number : 855-1014

Agency Series No. : RTUN 13

Status : Active

Agency Web Link :

Agency : BWC

Confidential Description :

Division : BWCRKAD

Vital Description :

Section : BWCRKADRTUN

Record Title : Group Applications (AC-26)

Revision : 1

Record Description : The Group Applications (AC-26) are received by BWC from the Third Party Administrators (TPA). The Group Applications documents the employer’s intent to participate in the Group Rating Program with BWC. When an employer is accepted into the Group Rating program that employer receives a discount on their BWC rates. 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
Retain these records in the Group Rating unit for 5 years. After the 5 years has passed, send the Group Applications to storage for an additional 5 years, and then destroy.	The reason for keeping the Group Applications for 10 years is due to the possibility of legal issues involving documentation of an employer being accepted into the Group Rating Program.	Paper	Shred
If not stored in the employer’s file, save electronically in a shared drive for 10 years, and then delete. If stored in the employer’s file then it takes on the retention schedule of the Employer Policy File – State Fund.	The reason for keeping the Group Applications for 10 years is due to the possibility of legal issues involving documentation of an employer being accepted into the Group Rating Program.	Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Kevin Gartrell	Records Coordinator	11/10/2011 2:02:00 PM
Approved	Melissa Roach	Records Officer	2/15/2012 10:27:00 AM
Approved	Michael Hardenbrook	Record Administrator	3/5/2012 9:17:00 AM
Approved	Martin Meeks	State Auditor	3/5/2012 10:50:00 AM
Approved	Fred Previts	State Archivist	3/20/2012 2:33:00 PM

Notes

Date	Reason	User