Agency Schedule Detail

Authorization Number : 795-0869

Agency Series No. : CS-FTIS01

Status : Active

Agency Web Link :

Agency : JFS

Confidential Description : See ORC 149.43(v) and IRS Publication 1075

Division : JFS00CS

Vital Description :

Section : JFS00CS

Record Title : Federal Tax Information (FTI) Safeguarding Files

Revision : 1

Record Description : Records contain Federal Tax Information (FTI ) safeguarding files, including copies of internal inspection reports, self inspection reports provided by counties, email correspondence, Plan of Action, Milestones (POAM), IRS Corrective Action Plans (CAP), Safeguarding Activity Reports (SAR), and Safeguarding Procedures Reports (SPR)

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain in office until superseded, obsolete, or replaced, then destroy. Retain CAPs until all corrective actions have been closed by the IRS office of Safeguards.	See IRS Publication 1075	Paper	Shred
Retain in office until superseded, obsolete, or replaced, then destroy. Retain CAPs until all corrective actions have been closed by the IRS office of Safeguards.	See IRS Publication 1075	Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Shelia Robinson	Records Officer	6/13/2024 12:32:49 PM
Approved	Terri Dittmar	Record Administrator	6/14/2024 8:37:25 AM
Approved	Martin Meeks	State Auditor	6/17/2024 4:16:16 PM
Approved	Fred Previts	State Archivist	6/18/2024 5:04:47 PM

Notes

Date	Reason	User