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Agency Schedule Detail

Authorization Number :  10900610
Agency Series No. :  SEC-246
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description : 
Division : 
Vital Description : 
Section : 
Record Title :  GASB Reports Prepared by Trust Dept.
Revision :  0
Record Description :  Copies of GASB reports and supporting documentation compiled each year by the Compliance section of the Trust department and subsequently transmitted to the Accounting department. The Accounting department collects all GASB reports prepared by Treasurer of State departments and sends the entire package to the Office of Budget & Management (OBM) for their use in compiling the Comprehensive Annual Financial Report (CAFR) for the State of Ohio for a given fiscal year. Accounting retains copies of the entire GASB package sent to OBM pursuant to retention schedule ACC-05 (series authorization number 10900538).
Retention Period Retention Justification Media Code Method of Disposal
Retain for 2 fiscal years from the conclusion of the fiscal year to which the reports pertain, provided that Auditor of State has completed audit of Treasurer of State and published final report for the respective fiscal year. Paper Shred
Retain for 2 fiscal years from the conclusion of the fiscal year to which the reports pertain, provided that Auditor of State has completed audit of Treasurer of State and published final report for the respective fiscal year. Electronic Delete

Approvals

Status Name Title Date
Approved Jacob Wallace Records Officer 4/4/2013 5:42:00 PM
Approved Bunnie Jones Record Administrator 5/6/2013 9:11:00 AM
Approved Martin Meeks State Auditor 5/6/2013 1:32:00 PM
Approved Fred Previts State Archivist 5/8/2013 11:41:00 AM

Notes

Date Reason User

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