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Agency Schedule Detail

Authorization Number :  50750109
Agency Series No. :  402-41-11
Status :  Active
Agency Web Link : 
Agency :  ODM
Confidential Description :  Files may contain client protected (PHI) Private Health Information and / or (CPI) Confidential Personal Information.
Division :  ODMFISC
Vital Description : 
Section :  ODMFISCR
Record Title :  Cost Allocation Expenditure Reports
Revision :  1
Record Description :  Record includes worksheets, statistical information and rational forallocating administrative costs for the agency.All active records identified as being needed by the Ohio Department of Medicaid (ODM) for their daily operations as of July 1, 2013, were transferred by the Ohio Department of Job and Family Services (ODJFS) to ODM. Any records that are inactive and identified as being not necessary for daily operations by ODM were retained by ODJFS.
Retention Period Retention Justification Media Code Method of Disposal
Retain in office 3 years and 4 years in the records center, then destroy provided audits have been completed and released, and all discrepancies have been resolved. These documents are constantly referred to by ODJFS staff as background information for the preparation of new cost allocation expenditure reports; and as documentation for policy decisions about allocation amounts. Reference requests from staff, legislators, and federal officialsoften extended back 7 years. Electronic Erase
Retain in office 3 years and 4 years in the records center, then destroy provided audits have been completed and released, and all discrepancies have been resolved. These documents are constantly referred to by ODJFS staff as background information for the preparation of new cost allocation expenditure reports; and as documentation for policy decisions about allocation amounts. Reference requests from staff, legislators, and federal officials often extended back 7 years. Paper Shred

Approvals

Status Name Title Date
Approved Dennis Hawk Records Coordinator 1/24/2024 10:32:36 AM
Approved Katherine DuMond Records Officer 12/2/2024 3:36:27 PM
Approved Terri Dittmar Record Administrator 12/3/2024 8:29:51 AM
Approved Fred Previts State Archivist 12/3/2024 10:55:58 AM
Approved Martin Meeks State Auditor 12/4/2024 9:01:53 AM

Notes

Date Reason User

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