AGENCY: Department of Government Operations. Division of Finance. Financial Reporting Office

SERIES: 21920
TITLE: Year-end training meeting records
DATES: 1985-
ARRANGEMENT: Chronological by fiscal year

DESCRIPTION: These records include a variety of informational handouts that are compiled to reflect yearly financial reporting changes and which are used to train budget and accounting officers. Most of the information is arranged in a packet and given out prior to a year-end training session. The informational packet includes a meeting agenda, a budget builder, DAS code block mass change report, closing calendar, closing instructions and examples, and an evaluation form. The file may include additional memos, correspondence, or other related documentation.

RETENTION

Retain for 10 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Financial working records, GRS-16591

AUTHORIZED: 05/31/2024

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then transfer to State Records Center. Retain in State Records Center for 7 years and then destroy.

Paper copy: Retain in Office for 1 year and then destroy.

Computer data files: Retain in Office for 10 years and then delete.

APPRAISAL

Administrative

This disposition is based on the administrative use of the records.

PRIMARY DESIGNATION

Public

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