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Mental Health and Developmental Disability Services Division - Records Retention Schedule


 Records Retention Schedule: 99-0031

Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Community Services Section

Program Description:

The Community Services Section is responsible for promoting an integrated, community based system of care for people with mental illness. The section regulates the community based Mental Health Organizations (MHO) that contract to provide mental health services under the Oregon Health Plan (OHP). Community Services also provides oversight of non OHP community mental health services financed with state General Funds, contracted through intergovernmental agreements with county mental health programs. It develops, awards, monitors, and enforces annual contracts. Contractors are visited periodically to evaluate their performance. A contractor's peer group provides feedback, advice and assistance, and helps coordinate implementation of standard operating procedures.

Community Services also promotes, monitors, and evaluates the integration of child and adolescent intensive mental health services into the Oregon Health Plan managed care service delivery systems. It promotes the development of a variety of mental health services to youth, adults, older adults, and specific cultural and ethnic groups.

The Section coordinates with the Office of Medical Assistance Programs (OMAP) regarding mental health related provider enrollment, dis-enrollment, service rates, and the development of technical assistance and training in these program areas.

The Community Services Section ensures that individuals with serious mental illness or developmental disability are not inappropriately placed, or kept in nursing facilities. The primary means is the use of pre-admission screening and resident review (PASRR). The section coordinates this activity with the Extended Care Section (see separate program description).

Section staff also perform internal program related research and prepare reports on mental health and health care reform topics for governor or legislatively appointed task forces, the department, other state and federal agencies, and various other parties.

Records Description:

All activities, including contracting and reporting related to monitoring and enforcing of contracts for mental health care provided by community based Mental Health Organizations are documented by Mental Health Organization Case Files and the (yyyy) REPORT database. (The official copy of all final contracts is kept by the Community Contracts Unit or the DRS Contracts Office.) The meetings and activities of the Mental Health Organization Contractors Group and its subcommittees and ad-hoc groups are documented by Mental Health Organization Contractor Group Meeting Minutes. Pre-Admission Screening and Resident Review Records and the PASRR database document patient screening assessments and evaluations to ensure that individuals with serious mental illness or developmental disability are not inappropriately placed, or kept in nursing facilities. Research projects to prepare informal program evaluations and reports to task forces, the division, department, other government agencies, and various other parties are documented by Research Reports.

Below is a record series list designating their retention:

040 Mental Health Organization Case Files - Retain 6 years after contract expired, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

041 Mental Health Organization Contractor Group Meeting Minutes - Retain 3 years, destroy.

042 Pre-Admission Screening and Resident Review Records - Retain 7 years, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

043 Research Reports - Retain 10 years, destroy.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, contracts and agreements, and correspondence (Administrative Records - 166-300-0015); and competitive bid records (Financial Records - 166-300-0025).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Extended Care Unit

Program Description:

The Extended Care Unit is responsible for managing and monitoring admissions to and discharges from facilities that are part of the state funded extended care system. The types of facilities included in the extended care system are: Oregon State Hospital and Eastern Oregon Psychiatric Center, which provide intensive in-patient psychiatric treatment; and PASSAGES/365 Projects, which provide residential care for patients following their release from a state hospital. It also includes Psychiatric/Vocational Projects, which are job learning centers for patients with mental health problems; Enhanced Care Services Programs, which are facilities that treat medical needs in addition to mental health needs (some of which are located in nursing homes); and Enhanced Foster Care Projects, which are private homes or small group homes that provide residential services.

The Unit screens requests for placement into extended care facilities and makes recommendations to the appropriate facility. It also screens referrals to the Oregon State Hospital and the Eastern Oregon Psychiatric Center from acute care facilities in medical hospitals. It facilitates patient transfers, and coordinates appeals from acute care facilities and Mental Health Organizations when it denies transfers.

The Extended Care Unit performs utilization management (appropriate placement of patients) for non-hospital extended care services for adults 18-64. It collects and evaluates utilization data on extended care projects and re-hospitalizations, and makes site visits to all state funded extended care facilities to review patient documentation. The Unit makes recommendations regarding the appropriate level of care, and coordinates transfers of clients between facilities to promote cooperation by providers.

Records Description:

Denials of requests for patients to transfer to the State Hospital, Eastern Oregon Psychiatric Hospital, or a long-term care facility from other treatment facilities are documented by Denials of Transfers to Extended Hospital or Long Term Care Facility Records, and the EXTENDED CARE PROJECTS, and OP/RCS databases. (All facility related records and patient-related documentation regarding commitment, admission, treatment, and discharge are kept by the service providers.) (Records of patients moving from institutional care to community based mental health facilities are in the Budget, Data and Operations Section, see separate program description.)

Below is a record series list designating their retention:

044 Denials of Transfers to Extended Hospital or Long-Term Care Facility Records - Retain extended hospital inpatient denials 3 years, destroy. Retain long-term care facility denials 7 years, destroy.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, contracts and agreements, and correspondence (Administrative Records - 166-300-0015).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Quality Assurance Section

Program Description:

The Quality Assurance Section monitors the effectiveness of the mental health components of the Oregon Health Plan. It does site reviews, surveys, and studies such as the Adult Client Survey, Clinical Chart Review and Allied Agency Survey. It monitors mental health facilities and providers to help them implement continuous quality improvement of mental health services.

The section licenses, certifies, and regulates mental health providers, facilities, services, programs, and subcontractors. Types of facilities and programs include Adult Foster Homes, Residential Care Facilities, Hold Rooms in Psychiatric Facilities, Day and Resident Treatment Services (DARTS), Non-inpatient Providers, Acute Care Facilities, and Community Mental Health Programs (CMHPs). The section performs routine renewal examinations of these providers and infrequently, special reviews for unique circumstances. Licensing and certification renewal periods range from one to three years.

One aspect of regulating facilities and providers is a federally mandated independent review. A contractor performs a Cost Justification and Need for Services (CONS) for admissions to residential facilities. The contractor evaluates services, performs clinical reviews, and reviews psychological evaluations of children before they are placed in a psychiatric residential treatment facility, and reports to the section. Currently the only organization authorized to perform these reviews in Oregon is the Oregon Medical Professional Review Organization (OMPRO).

The Section investigates complaints of abuse and critical incidents involving adults enrolled in mental health treatment services in community based programs. It also investigates complaints about the quality of care or treatment of children enrolled in community mental health treatment facilities or services and refers allegations of child abuse to the Office of Services to Children (see separate records retention schedule). Abuse cases in division operated institutions are handled by the Client Rights program in the Administrator's Office (see separate program description).

The Quality Assurance Section also makes fitness determinations on criminal history checks of prospective and current employees and volunteers who will work with clients receiving mental health services. Portions of this responsibility are being centralized in the Office of Developmental Disability Services Licensing and Certification.

Records Description:

Investigation of abuse complaints and critical incidents involving adults in community based mental health treatment facilities or services is documented by Adult Abuse and Critical Incident Records and the ABUSE(yy)MDB database. Criminal History Check Records and the HISTOR (yy) .MDB database document fitness determinations on persons who will work with clients receiving mental health services. Activities related to licensing, certification, and regulation (including contracted independent review) of mental health providers, facilities, services, programs and subcontractors, and providing technical assistance to community mental health treatment programs are documented by Licensing and Certification Files and the SB31 (yyyy).MDB, AFHRC (yyyy).MDB, and DARTS.MDB databases. Collecting and analyzing data from site visits, surveys and reviews, and monitoring mental health facilities and services for continuous quality assurance and improvement are documented by Quality Improvement Records.

Below is a record series list designating their retention:

045 Adult Abuse and Critical Incident Records - Retain 20 years, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

046 Criminal History Check Records - Retain applicant, contractor, and volunteer information 180 days, unless needed for evidence in a contested case hearing, destroy. Retain applicant, contractor, and volunteer information 90 days after contested case resolved, destroy. Retain division employee information 90 days after disciplinary action resolved, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

047 Licensing and Certification Files - Retain Community Mental Health Programs and Day and Residential Treatment Services records 10 years, destroy. Retain Adult Foster Homes, Residential Care Facilities, Psychiatric Facility Hold Rooms, Non-inpatient Providers and Acute Care Facilities records 7 years, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

048 Quality Improvement Records - Retain surveys until entered and verified, destroy. Retain reports 7 years, destroy.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, contracts and agreements, correspondence, and training program records (Administrative Records - 166-300-0015.


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Program: Medical Director

Program Description:

The Medical Director is responsible for the quality and appropriateness of clinical services delivered and regulated by the Mental Health and Developmental Disability Services Division. The program serves as the chief medical resource within the division, directing the development of standards and implementing quality improvement. It advises division management and staff on the recruitment and retention of physicians, staff development, and does staff and provider training.

The program serves as liaison to the Oregon Health Sciences University Department of Psychiatry, primarily by correspondence, telephone and in-person contacts, and teaches seminars and classes at OHSU. The Medical Director also serves as liaison, primarily by correspondence, telephone and in-person contacts, to the state and national medical communities.

In addition, the Medical Director provides leadership to the Mental Health Organization Medical/Clinical Directors Group. The Mental Health Organizations (MHO) are under contract to provide mental health services under the Oregon Health Plan. The group meets, researches and discusses topics, and issues opinions and recommendations to the division and to the MHO administrators.

Records Description:

The meetings, activities, opinions, and recommendations of the Mental Health Organization Medical/Clinical Directors Group are documented by Mental Health Organization Medical/ Clinical Directors Group Records.

Below is a record series list designating their retention:

049 Mental Health Organization Medical/Clinical Directors Group Records - Retain 3 years, destroy.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Correspondence (Administrative Records - 166-300-0015).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Planning and Projects Development Section

Program Description:

The Planning and Projects Development Section is responsible for promoting the state-supported acute care system for adults with acute mental illness, mental health system planning, and special projects. The section participates with the Mental Health Planning and Management Advisory Council in the development and submission of periodic Mental Health Services State Plans (see separate program description). These plans include application for federal block grants to help fund mental health services. The granting agency is the Department of Health and Human Services Substance Abuse and Mental Health Services Administration (SAMHSA). The Department of Human Services Accounting receives, deposits, accounts for, and disburses federal and state funds under an Interagency Agreement with the division. Grant funds are disbursed to community partnership projects such as training and public information efforts which support the Council's mission. Periodic reports are made on activities, expenditures, and progress in meeting the plan's objectives. The plans and annual reports are submitted to SAMHSA.

The section allocates grant funds to county mental health programs for basic outpatient services to adults and children who are not eligible for Medicaid or the Oregon Health Plan. It participates in periodic site reviews with the Quality Assurance Section to evaluate the use of those funds.

The Planning and Projects Development Section develops, implements, and manages the community-based system of care for persons under the jurisdiction of the Psychiatric Security Review Board (PSRB). These are individuals who have been found "guilty except for insanity" and have been committed to the mental health system in lieu of the criminal justice system. The section coordinates and monitors treatment resources for individuals who are on "conditional release" to outpatient care and supervision. It works with County Mental Health Program Case Managers to help ensure public safety and to ensure that clients abide by the conditions of their release.

The section also provides technical assistance to division institutions, individuals, and agencies involved in the involuntary commitment process and other mental health crisis situations. It performs special projects, and develops and tracks legislation regarding the mental health system.

Records Description:

Development and coordination of treatment resources for persons under PSRB supervision on "conditional release" to outpatient care and supervision is documented by PSRB County Mental Health Services Monitoring and Supervision Records. (Records of the federal block grant are kept by the Mental Health Planning and Management Advisory Council, see separate program description.) (All facility related records and patient-related documentation regarding commitment, admission, treatment, and discharge are kept by service providers.)

Below is a record series list designating their retention:

050 PSRB County Mental Health Services Monitoring and Supervision Records - Retain 20 years, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, correspondence, and legislative tracking records (Administrative Records - 166-300-0015); and grant records (Financial Records - 166-300-0025).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Program: Mental Health Planning and Management Advisory Council

Program Description:

The Mental Health Planning and Management Advisory Council is responsible for advising the division on mental health policies and programs for children, adolescents, and adults. It facilitates cooperative working relationships among the components of the mental health system. It makes recommendations regarding the identification, development, and utilization of resources. The Block Grant Committee System Management Council and Child and Adolescent Advisory Committee were combined to form this Council in 1995.

The Council's forty-four members are appointed by the assistant administrator of the Office of Mental Health Services for three-year terms. They are chosen to represent the varied interests of adults, children, and adolescents. Members include representatives of state agencies serving persons with mental illness, county mental health providers, consumers, and families. One member is from the Governor's Commission on Senior Services and there are five ex-officio members from the state hospitals and the Office of Mental Health Services.

The Council meets every two months. Committees and work groups perform specific tasks in a limited period. An employee of the Office of Mental Health Services staffs each committee. One significant current committee is the Oregon Health Plan Expansion Work Group. It reviews data and issues related to the statewide implementation of mental health services under the Oregon Health Plan.

The Council also serves as the federally required planning council for purposes of developing, monitoring, reviewing, and evaluating the federally mandated state plan for mental health services. Each plan gives an overview of the state's mental health system, and describes the extent and scope of services provided to persons with mental illness by federally assisted state programs. The plan sets out specific objectives and related outcomes to be achieved, and lists the state and federal resources to be used to meet those outcomes. The plan includes the application for the federal block grant to help fund mental health services. The granting agency is the Department of Health and Human Services, Substance Abuse and Mental Health Services Administration (SAMHSA). Periodic reports are made on activities, expenditures, and progress in meeting the plan's objectives. The plans and annual reports are submitted to the federal Department of Health and Human Services.

Records Description:

Mental Health Planning and Management Advisory Council Records document the activities, decisions, and recommendations of the Mental Health Planning and Management Advisory Council and its committees. Development of federally required state plans describing services, objectives, outcomes, and resources for persons with mental illness, and reporting of results is documented by the Mental Health Services State Plan.

Below is a record series list designating their retention:

051 Mental Health Planning and Management Advisory Council Records, 1975 - [ongoing] - Retain permanently, transfer to State Archives after 20 years.

052 Mental Health Services State Plans, 1975 - [ongoing] - Retain permanently, transfer to State Archives after 20 years.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Correspondence (Administrative Records - 166-300-0015); and grant records (Financial Records - 166-300-0025).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Budget, Data and Operations Section

Program Description:

The Budget, Data and Operations Section is responsible for information gathering, data entry, analysis, and reporting on the effectiveness of the mental health care system.

The section receives service and performance data from contract providers, Community Mental Health Programs (CMHP), and other mental health organizations. Most data is received on hardcopy forms such as client enrollment and provider registration forms, Medicaid Title XIX Waiver forms, Provider Financial Statements (PFS), and Termination And Service Adjustment (TSAR) forms. Data is entered into Department of Human Services (DRS) mainframe systems such as the Client Process Monitoring System (CPMS), the Medicaid Management Information System (MMIS), and the Oregon Patient/Resident Care System (OP/RCS). Some forms are sent back to the originators for correction or clarification.

The section gathers and analyzes data from these and other sources. Analysis is focused on such issues as client treatment outcomes, diagnosis, services received, and mental health care system and provider performance. Routine and ad-hoc reports are prepared for the division, DRS, Legislative Assembly, CMHP's, advisory groups, families, advocacy groups, and others.

The section also develops performance and outcome measurement tools to gather data from various sources. The data is used to monitor the effectiveness of the mental health care system, to answer questions from federal agencies, and to justify budget requests. It prepares and distributes various surveys that measure such things as client and family satisfaction with providers, appropriateness of services, and other issues. It collects and enters the responses, analyzes the data, and verifies statistical validity. The results are reported to the division, DRS, the Legislative Assembly, CMHP's, advisory groups, families, advocacy groups, and others. Current survey titles include Services Fit, Quality of Life, and Provider Satisfaction.

In coordination with the Extended Care and Community Services Sections, the section receives and enters data, and monitors and reports the movement of patients from institutional care to community based mental health care facilities.

In addition, the section answers routine queries from law enforcement agencies regarding attempts to purchase guns by persons who may have been committed to a mental institution. Commitment laws bar such individuals from owning a gun. The OP/RCS database is checked to see if an individual has a record of commitment.

The section also provides informal computer system and technical support to Office of Mental Health Services staff. This includes informal user assistance and coordination with DRS Information Systems Division staff.

Records Description:

Routine requests from, and responses to law enforcement agencies for information about persons who are attempting to purchase a gun and who may have been committed to a mental institution are documented by Gun Control Inquiries and the OP/RCS and CPMS databases. Corrections to client and provider data problems resulting from errors on forms received, data entry errors, and errors resulting from systems interface problems are documented by Error Correction Reports and the CPMS and OP/RCS databases. Data gathering, analysis, printing, and distribution of narrative and statistical reports about client outcomes, family satisfaction, appropriateness of services, provider services, and mental health care system performance is documented by Mental Health Care System Performance Reports and the CPMS database. Data entry and monitoring of client and provider information primarily from client Enrollment Forms, Termination and Service Adjustment Recording Forms (TSAR), Provider Financial Statements (PFS), Crisis/Diversion Service Forms, Family Support Service Forms, and Medicaid Title XIX Waiver Forms is documented by Mental Health Client Enrollment and Provider Registration and Services Records and the CPMS and MMIS databases. Monitoring and reporting of patients moving from institutional care to contracted community based mental health care facilities is documented by Outpatient Commitment/ Trial Visit Tracking Records in the OP/RCS database.

Below is a record series list designating their retention:

053 Gun Control Inquiries - Retain matched records 2 years, destroy. Retain unmatched records 2 weeks, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

054 Error Correction Reports - Retain input error records until error resolved, destroy. Retain Title XIX Waiver error records 3 months after resolved, destroy. Retain all other records 1 year, destroy.

055 Mental Health Care System Performance Reports - Retain source documents until data entered and verified, destroy. Retain final reports 10 years, destroy. Retain all other records 4 years, destroy.

056 Mental Health Client Enrollment and Provider Registration and Services Records - Retain Title XIX Waiver forms 7 years after client deceased, destroy. Retain corrected PFS and TSAR forms returned from CHMPs 3 years, destroy. Retain all other records 1 year, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

057 Outpatient Commitment/Trial Visit Tracking Records - Retain 7 years after patient deceased, destroy. Some information may be restricted from public disclosure as authorized by ORS 192.501 (1); ORS 192.502 (1), or (2); ORS 192.515-517; ORS 179.505; or ORS 430.757-763 for the life of the records.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, and correspondence (Administrative Records - 166-300-0015).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Budget, Data and Operations Section
Program: Contract and Budget Coordination

Program Description:

The Contract and Budget Coordination program is responsible for coordinating the development and administration of contracts with Community Mental Health Care Programs (CHMPS) and other providers of mental health services in community based programs. It also coordinates budget preparation and implementation for the Office of Mental Health Services.

The program receives and processes contract requests and, in cooperation with requesting programs, writes purpose statements, and performance and reporting requirements. Types of contracts include Intergovernmental Agreements, Interagency Agreements, Personal Service Contracts, and Direct Contracts. Most contracts are for two years. Contract and Budget Coordination verifies fund availability, prepares RFQ's and RFP's and participates in contractor selection. Final contract processing is done by the division's Community Contracts Unit (see separate program description) or the Department of Human Services (DHS) Contracts Office (see separate records retention schedule). Contract and Budget Coordination also receives and processes payment requests from contractors. The Office of Mental Health Services assistant administrator authorizes payments and DRS Accounting make payments. The program helps settle financial and performance issues after contracts have terminated.

The program provides information, training and technical assistance to division staff, contractors, and subcontractors about contract preparation and performance issues.

In addition, it monitors Office of Mental Health Services staff time devoted to activities eligible for federal Medicaid Title XIX funds and instructs DRS Accounting on the proper billing to the Health Care Financing Administration (HCFA) for reimbursement.

Records Description:

Contract Development and Monitoring Records and the Office of Finance Community Contracts Unit COMMUNITY CONTRACTS database document the development, monitoring, payment, and settlement of contracts. (The official copy of final contracts is kept by the Community Contracts Unit or the DRS Contracts Office. Payment records are kept by the Office of Finance and DRS Accounting). Staff time worked and billing of HCFA for reimbursement for staff activities eligible for Medicaid Title XIX funds is documented by Medicaid Time-Keeping and Reimbursement Records and the PAYROLL database. DRS Personnel Office and Department of Administrative Services (DAS) Oregon State Payroll System (OSPS) keep official employee time records.

Below is a record series list designating their retention:

058 Contract Development and Monitoring Records - Retain 6 years after contract terminated, destroy.

059 Medicaid Time-Keeping and Reimbursement Records - Retain 7 years, destroy.

In addition, the following records can be found in the State Agency General Records Retention Schedule: Administrative rule preparation records, contracts and agreements, correspondence, and training program records (Administrative Records - 166-300-0015); and budget preparation records, competitive bid records, and purchasing records (Financial Records - 166-300-0025).


Organizational placement:

Agency: Department of Human Services
Division: Mental Health and Developmental Disability Services Division
Unit: Office of Mental Health Services
Section: Office Operations and Support

Program Description:

Office Operations and Support is responsible for administrative and management support for the Office of Mental Health Services assistant administrator and deputy assistant administrator. The program also provides secretarial and staff support to Office of Mental Health Services managers and staff. Some support staff work primarily in Office Operations and Support, others work primarily in program offices under dual supervision. The section receives, sorts and distributes incoming mail, prepares outgoing mail for pick up by the Department of Administrative Services (DAS) and private mail services. It also prepares correspondence and reports, files and retrieves records, and creates and maintains databases. Support staff also perform related tasks such as purchasing assistance and travel and conference arrangements.

Records Description:

The following records can be found in the State Agency General Records Retention Schedule: Correspondence, mailing lists, postal records, and scheduling records (Administrative Records - 166-300-0015).



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