Agency Schedule Detail

Authorization Number : 10700117

Agency Series No. : LE-03

Status : Active

Agency Web Link :

Agency : AUD

Confidential Description :

Division : AUDADMN

Vital Description :

Section : AUDADMN0007

Record Title : Independant Public Accountant (IPA) Bid Packet

Revision : 2

Record Description : Documents associated with the outsourcing of audits. Records may include, but are not limited to: the Request for Proposal (RFP) tracking sheet; the RFP document; pre-bid attendance sheet; technical and cost proposals submitted by the winning IPA firm; bid scoring sheets; Quality Assurance reports; documents related to the selection of the winning IPA firm; Memorandum of Agreement; documents related to any contract modifications; correspondence related to the IPA bidding process (letter of intent, client recommendation letter, award letter, related e-mails and any other related correspondence).

Retention Period	Retention Justification	Media Code	Method of Disposal
6 years from the date the contract is signed, OR if imaged, retain until the image is verified for accuracy and completeness	A 6 year statute of limitations under ORC 2305.07 is applicable to recovery actions brought under ORC 117.28	Paper	Shred
6 years from the date the contract is signed	A 6 year statute of limitations under ORC 2305.07 is applicable to recovery actions brought under ORC 117.28	Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Marty Meeks	Records Officer	3/30/2012 1:13:00 PM
Approved	Michael Hardenbrook	Record Administrator	4/11/2012 9:55:00 AM
Approved	Fred Previts	State Archivist	4/18/2012 9:03:00 AM
Approved	Martin Meeks	State Auditor	4/19/2012 9:36:00 AM

Notes

Date	Reason	User