Agency Schedule Detail

Authorization Number : 10900602

Agency Series No. : SEC-222

Status : Active

Agency Web Link :

Agency : TOS

Confidential Description :

Division :

Vital Description :

Section :

Record Title : Status Report Files for State Accounts

Revision : 1

Record Description : Files created weekly and monthly for internal tracking purposes for the Trust Department. These documents reflect the status of the investment compliance reviews, changes to the automated daily compliance rules, and other relevant portfolio reporting.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain until conclusion of current fiscal year, and for an additional 4 fiscal years.		Paper	Shred
Retain until conclusion of current fiscal year, and for an additional 4 fiscal years.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Jeremy Rzepka	Records Officer	9/7/2018 6:42:00 PM
Approved	Bunnie Jones	Record Administrator	10/4/2018 3:25:00 PM
Approved	Martin Meeks	State Auditor	10/11/2018 10:34:00 AM
Approved	Fred Previts	State Archivist	10/15/2018 3:48:00 PM

Notes

Date	Reason	User