Agency Schedule Detail

Authorization Number : 11001634

Agency Series No. : FinC-1

Status : Active

Agency Web Link :

Agency : DAS

Confidential Description :

Division : DAS0100

Vital Description :

Section : DAS01000106

Record Title : State Wide Cost Allocation Plan (SWCAP) Report and Support Documents

Revision : 2

Record Description : This series contains SWCAP (State Wide Cost Allocation Plan) worksheets and analysis of rate schedules to include final cost plan, OAKS division data, reports, schedules, division communication, and Federal audit review, and communication letters & email in both print and electronic form. These are necessary so that compliance with SWCAP obligations can be achieved.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain in office until Federal audit review and approval, then transfer to storage for a combined total of 10 years, then destroy	Frequent references and inquires by federal /state officials and DAS 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 operating system for 10 years then erase	Frequent references and inquires by federal /state officials and DAS 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	Jane Kuzma	Records Officer	3/9/2023 9:05:43 AM
Approved	Terri Dittmar	Record Administrator	3/14/2023 8:43:06 AM
Approved	Martin Meeks	State Auditor	3/15/2023 12:58:44 PM
Approved	Fred Previts	State Archivist	3/15/2023 3:38:12 PM

Notes

Date	Reason	User