Agency Schedule Detail

Authorization Number : 50750120

Agency Series No. : 406-10-06

Status : Active

Agency Web Link :

Agency : ODM

Confidential Description :

Division : ODMFISC

Vital Description :

Section : ODMFISCR

Record Title : Federal Claim Expenditure Reconciliations

Revision : 2

Record Description : Record documents the Agency’s reconciliation of expenditures in the Ohio Administrative Knowledge System (OAKS, Ohio’s computer system) to ODJFS federal expenditure reports to ensure the department maximizes federal reimbursements.

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.	Frequent references and inquires by federal /state officials and ODJFS staff requires retention of 10 years. These are essential source documents with high volume, long-term use for budget planning and audit settlement.	Paper	Shred
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.	Frequent references and inquires by federal /state officials and ODJFS staff requires retention of 10 years. These are essential source documents with high volume, long-term use for budget planning and audit settlement.	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Dennis Hawk	Records Coordinator	12/4/2024 8:48:27 AM
Approved	Katherine DuMond	Records Officer	12/5/2024 9:29:56 AM
Approved	Terri Dittmar	Record Administrator	12/6/2024 7:22:48 AM
Approved	Martin Meeks	State Auditor	12/6/2024 9:06:20 AM
Approved	Fred Previts	State Archivist	12/9/2024 11:27:48 AM

Notes

Date	Reason	User