Agency Schedule Detail

Authorization Number : 795-0868

Agency Series No. : CS-SDUR03

Status : Active

Agency Web Link :

Agency : JFS

Confidential Description : See ORC 149.43(v), ORC 3125.50, & 45 CFR 303.21

Division : JFS00CS

Vital Description :

Section : JFS00CS

Record Title : Tax Information and Documentation

Revision : 1

Record Description : Record document processing of financial corrections, manual check requests, and incentive figures for county CSEA’s with reference to Tax Offset and Ohio Department of Tax payment processing and adjustments. Files include, but are not limited to, county email requests housed within the "FC_MC_Requests"(name of e-mail account), spreadsheets and internal procedures saved on the shared R:\ drive, and tracking of all report information and county requests within an Tax Access Database for reconciliation purposes.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain in the office 7 years or until no longer administrative or Fiscal value then destroy.	See 45 CFR 92.42	Paper	Shred
Retain in the office 7 years or until no longer administrative or Fiscal value then destroy.		Electronic	Erase

Approvals

Status	Name	Title	Date
Approved	Shelia Robinson	Records Officer	6/13/2024 12:28:07 PM
Approved	Terri Dittmar	Record Administrator	6/14/2024 8:37:02 AM
Approved	Martin Meeks	State Auditor	6/17/2024 4:27:47 PM
Approved	Fred Previts	State Archivist	6/18/2024 5:00:57 PM

Notes

Date	Reason	User