Agency Schedule Detail

Authorization Number : 68550013

Agency Series No. : CUTA 3

Status : Active

Agency Web Link :

Agency : BWC

Confidential Description :

Division : BWCADMN

Vital Description :

Section : BWCADMNCUTA

Record Title : Managed Care Organization Survey Reports

Revision : 2

Record Description : Customer survey reports of MCOs. This is a survey of how well a Managed Care Organization performed its duties.

Retention Period	Retention Justification	Media Code	Method of Disposal
Surveys from 2008 and prior to be held for 2 years in office; 15 years at Records Center. Surveys from 2009 and later to be held for 30 days after uploading to UDS and image is confirmed, then shredded	The survey could be alleged to have affected an MCO ability to retain/gain employers during the open enrollment which would subsequently affect their payments under the contract. Must be retained for the life of the contract which is 17 years on 2008 and prior. 2009 and later benefit from an update to O.R.C. 2305.06 that has cut the retention period to 8 years, plus 1 for Legal reasons, 9 years total.	Paper	Shred
Surveys from 2009 and later to be held for 9 years.	The survey could be alleged to have affected an MCO ability to retain/gain employers during the open enrollment which would subsequently affect their payments under the contract. Must be retained for the life of the contract which is 17 years on 2008 and prior. 2009 and later benefit from an update to O.R.C. 2305.06 that has cut the retention period to 8 years, plus 1 for Legal reasons, 9 years total.	Electronic	Delete

Status	Name	Title	Date
Approved	Jeff Hitch	Records Coordinator	4/17/2017 4:09:00 PM
Approved	Melissa Roach	Records Officer	4/20/2017 8:05:00 AM
Approved	Bunnie Jones	Record Administrator	4/24/2017 3:20:00 PM
Approved	Martin Meeks	State Auditor	4/27/2017 9:21:00 AM
Approved	Fred Previts	State Archivist	4/27/2017 2:45:00 PM

Date	Reason	User