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Agency Schedule Detail

Authorization Number :  10900622
Agency Series No. :  INV-8
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description : 
Division : 
Vital Description : 
Section : 
Record Title :  Rating Agency Surveillance Reports
Revision :  1
Record Description :  Monthly reports prepared by the Investments departments and submitted to ratings agencies. These reports provide information about the liquidity of the state''s finances, and provide support to the rating assigned by the agency to certain bonds issued by the state.
Retention Period Retention Justification Media Code Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 6 fiscal years. Retention required for legal, audit, and compliance purposes. Electronic Delete

Approvals

Status Name Title Date
Approved James Payne Records Coordinator 5/3/2022 7:32:57 PM
Approved Michael Lenzo Records Officer 10/20/2022 3:46:13 PM
Approved Terri Dittmar Records Coordinator 10/21/2022 11:22:04 AM
Approved Martin Meeks State Auditor 10/24/2022 10:24:54 AM
Approved Fred Previts State Archivist 10/26/2022 11:40:43 AM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio