AGENCY: Department of Human Services. Office of Fiscal Operations

SERIES: 28292
TITLE: Contractor financial reports
DATES: 1990-
ARRANGEMENT: Alphabetical by contractor name.

DESCRIPTION: These records are created in order to comply with state and federal financial reporting requirements. Records contain original financial reports submitted by contractors, their accountants, or Certified Public Accountants (CPAs) to the Department of Human Services (DHS) to fulfill the DHS, state, and federal financial reporting requirements outlined in DHS contracts.

RETENTION

Retain for 5 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 07/2013

FORMAT MANAGEMENT

Paper: Retain in Office for 4 years and then transfer to State Records Center. Retain in State Records Center for 1 year and then destroy.

APPRAISAL

Administrative Fiscal Legal

Office of Management and Budget, Circular A-133.

PRIMARY DESIGNATION

Public. For non-profit entities

SECONDARY DESIGNATION

Private. Non-profit entities: Utah Code 63G-2-302(2)(b)(ii)

Protected. For-profit entities and individuals, primary: Utah Code 63G-2-305(2),(4), and (6)

Private. For-profit entities, secondary: Utah Code 63G-2-302(1)(g).

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