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Agency Schedule Detail

Authorization Number :  10700295
Agency Series No. :  070-LGS-10
Status :  Active
Agency Web Link : 
Agency :  AUD
Confidential Description : 
Division :  AUD7000
Vital Description : 
Section :  AUD70000019
Record Title :  Trainings, Presentations, Education Reporting and Credit Reviews
Revision :  0
Record Description :  All materials related to the review and approval/denial of Fiscal Integrity Act, CPIM, and County Treasurer education credits including, but not limited to, speaker and topic details, hours submitted for consideration, and application for credit approval communications. All LGS training and presentation materials including, but not limited to, sponsor invitations, staff assignments, topic identification, agendas, workshop summaries, handouts, and PowerPoints. County Treasurer presentation/education will maintain the same as information as above, with the addition of specific reviews for biannual conferences, miscellaneous association meetings, small presentations, and stand-alone online workshops consistent with ORC § 321.46. County Treasurer attendee credit application forms, e-mails and reports are also maintained in this series.
Retention Period Retention Justification Media Code Method of Disposal
Retain while needed then destroy after an electronic version has been created and verified for accuracy Paper Shred
Retain 8 years from the presentation date Legal Value Electronic Delete

Approvals

Status Name Title Date
Approved Martin Meeks Records Officer 1/14/2021 3:26:35 PM
Approved Terri Dittmar Record Administrator 1/15/2021 7:45:03 AM
Approved Fred Previts State Archivist 1/19/2021 2:36:24 PM
Approved Martin Meeks State Auditor 1/20/2021 4:03:21 PM

Notes

Date Reason User

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