General Schedule Detail

Authorization Number : 950-1002

Series Number : GF-BA-01

Agency : LOT

Status : Active

Division : LOTFINA

Agency Web Link :

Section : LOTFINAGEAC

Record Title : OAKS Budget and Planning

Date :

Rejected Reason :

Record Description : Detail of entries made in OAKS to establish, transfer or correct coding, cash, allotment, or appropriations including documents justifying the change (e.g. payroll journals, budget journals, budget proposals, worksheets, projections, narratives, line item details). Includes audit reports and work papers created by agency's internal audit unit.

Retention Period	Retention Justification	Media	Method of Disposal
Retain until scanned in OAKS or audited by State Auditor, audit report is released, and all discrepancies resolved. Electronic: 8 years.	State policy requires all transactions in accounting systems be maintained for 3 biennia plus current year.	Unknown	Unknown

Status	Name	Title	Date
Approved	Margaret Tomaro	Records Officer	10/10/2024 12:01:00 PM
Created	Margaret Tomaro	Records Officer	10/10/2024 12:01:00 PM