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Agency Schedule Detail

Authorization Number :  195-0317
Agency Series No. :  DEV-SVC-09
Status :  Active
Agency Web Link : 
Agency :  DEV
Confidential Description : 
Division : 
Vital Description : 
Section : 
Record Title :  LOCAL TAX INCENTIVE AND ECONOMIC DEVELOPMENT AGREEMENTS AND CERTIFICATIONS
Revision :  1
Record Description :  Records related to tax incentive and economic development agreements administered by municipal and county governments, including, but not limited to, petitions and supporting documentation, agreements, amendments, confirmation certificate or letter of denial, annual reports, and other records related to and filed with the tax exemption authority certifications and agreements. The Agency is not a party to these agreements.
Retention Period Retention Justification Media Code Method of Disposal
Retain for period specified for electronic format, then destroy. If converted to electronic/digital format, paper records may be destroyed after verification of successful conversion. The duration of the incentive or agreement varies and commonly extends beyond five years. Paper Shred
CERTIFICATION DOCUMENTS AND AGREEMENTS: Retain for the duration of the agreement or certification plus two years, then destroy. ANNUAL REPORTS: Retain for five (5) years. Annual reports compiled by the Agency must then be reviewed by the State Archives prior to disposal. SUPPLEMENTAL ITEMS: Retain for five (5) years, then destroy. The Agency is not a party to the agreements and supplemental items do not serve to document the agency''s role. Certification of an area or program is based upon whether it has the characteristics set forth in the applicable section of the Ohio Revised Code. LITIGATION HOLD: Any records subject to a litigation hold must be retained until the hold is lifted by the Legal Office, regardless of whether the specified retention period has elapsed. The duration of the incentive or agreement varies and commonly extends beyond five years. Electronic Erase

Approvals

Status Name Title Date
Approved Sean Byrne Records Officer 8/10/2016 1:18:00 PM
Approved Bunnie Jones Record Administrator 8/10/2016 2:49:00 PM
Approved Martin Meeks State Auditor 8/11/2016 9:05:00 AM
Approved Fred Previts State Archivist 8/17/2016 12:34:00 PM

Notes

Date Reason User

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