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Agency Schedule Detail

Authorization Number :  50750077
Agency Series No. :  500-00-26
Status :  Active
Agency Web Link : 
Agency :  ODM
Confidential Description :   
Division :  ODMPOLI
Vital Description : 
Section :  ODMPOLILTSS
Record Title :  Long Term Care (LTC) Insurance Partnership Program Policy and Development Files
Revision :  1
Record Description :  Rule, policy and program development files for the LTC Insurance Partnership program which is jointly administered by the Ohio Department of Insurance and Ohio Department of Medicaid. The program allows persons who purchase qualified long term care insurance policies from which claims are paid for long term care to be entitled to special resource exemptions used when the policy holders apply for Medicaid. The policy holders are allowed to keep resources up to the amount of claims the LTC insurance policy paid. Special estate recovery provisions also apply. The program was mandated by Ohio Law and records may include, policy drafts, amendments, published rules, policy development documentation, proposed funding and grant applications, documented changes to the program, Period program evaluations required by CMS, and all other monitoring reports and related correspondence.
Retention Period Retention Justification Media Code Method of Disposal
Retain in office for 5 years Should be reviewed by State Archives prior to disposition. OAC 5160 Electronic Delete
Retain closed. Should be imaged then reviewed by State Archives prior to disposition. OAC 5160 Paper Shred

Approvals

Status Name Title Date
Approved Martin Meeks State Auditor 9/26/2019 7:57:00 AM
Approved Fred Previts State Archivist 10/2/2019 10:58:00 AM
Approved Terri Dittmar Record Administrator 10/3/2019 7:32:00 AM
Approved Lisa Stafford Records Officer 10/3/2019 8:11:00 AM
Approved Dennis Hawk Records Coordinator 1/24/2020 1:49:00 PM
Approved Katherine DuMond Records Officer 11/24/2020 3:56:46 PM
Approved Terri Dittmar Record Administrator 11/25/2020 11:42:20 AM
Approved Fred Previts State Archivist 11/27/2020 10:09:21 AM
Approved Martin Meeks State Auditor 12/16/2020 3:20:14 PM

Notes

Date Reason User
10/3/2019 7:32:14 AM Please see State Archivist's comments for rejection. Terri Dittmar
10/3/2019 8:10:51 AM Dennis please State Archivist's comments. Lisa Stafford
10/2/2019 10:57:55 AM Please change retention period for paper to "Retain...closed. Should be imaged then reviewed by State Archives prior to disposition." Fred Previts

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