Department Home | Records Management Home | RDA List

Tennessee Secretary of State Tre Hargett
Records Management Division
RDA
RDA Management System
RDA Details
RDA
RDA: 766
Database ID: 88
Record Series Title: ASSIGNMENT FILES TO FIELD AGENTS RECORDS
Record Series Abstract: THESE ARE ASSIGNMENTS SENT TO FIELD AGENTS REGARDING SALES TAX RETURNED CHECKS,DELINQUENT NOTICES, DEBIT MEMO NOTICES,BANKRUPTCY CASES,NOTICES OF LEVY,CLOSED ACCOUNTS, DAILY REPORTS OF COLLECTION ACTIVITY AND CLAIMS FOR TRAVELING EXPENSES, FACT SHEET,HISTORY SHEET AND ANY MEMOS CONCERNING THE ASSIGNMENT , AND DEBIT MEMO FOLLOW-UP LETTER.
Record Series Active: Yes
Cut Off at End of: Calendar Year
If Other, Explain:
Total Retention: 6 Years 0 Months
Retention End Action: Destroy
Disposition Notes: Maintain in agency for 6 years, then destroy.
View Signed Form: Form Not Received
Worksheet
Worksheet ID: 88
Record Location: Regional and Local Tax Enforcment Offices, 500 Deaderick Street, Andrew Jackson Building, 8th and 10th Floors
File Arrangement: Numeric
Media Format Generated: Paper
Media Format Stored: PAPER
Date Range: 1989 - 1994 thru Current
Annual Accumulation: 8 CUBIC FEET
Current Volume: 24 CUBIC FEET
Record Value: Fiscal
Audit Requirements: State
Reference Frequency:
Current Year per Month: 40
Past Year: 40
2 - 5 Years: 0
Over 5 Years: 0
Data Update Frequency:
Information Shared Outside of State: No
If Shared, List Agencies:
Essential Record: Yes - Original
Essential Record Stored:
Essential Record Media Type: Paper
Confidential: Yes
Confidential Legal Citation:
Media Recommendation: Current Format
Media Recommendation Other:
Agency Retention: 6 years
Agency Retention - Years Active:
Agency Retention - Years Inactive:
Records Center Retention Period:
Final Disposition after Retention Expires: Destroy
Legal Citation: NO
Record Sample: No Sample
Legal Documentation: No Legal Documentation
Electronic Records Plan Inventory
System Name:
IT-ABC Number:
Hardware Description:
Software Description:
System Location:
Backup Procedures:
Disaster Recovery:
Data Migration Description:
Metadata Description:
Contact Information
Contact Name: Tancey Coleman
Job Title: Revenue Processing Supervisor 2
Address 1: 500 Deaderick St.
Address 2:
City: Nashviile
Zip: 37242
Phone: 615-532-6095
Email: Tancey.Coleman@TN.GOV
Agency: Dept. of Revenue
Agency Head: Richard Roberts
Director: Yvonne Holbert
Allotment Code: 34700
Status
Action Requested: New RDA
Comments
  Date Comments
Records Management Division (RMD): 05-12-2016 No recommended changes.
Tennessee State Libary and Archives: 05-24-2016 No recommended changes.
Comptroller Audit Review: 2016-05-15 We have reviewed RDA 766 from an audit standpoint. We concur with the recommended retention and disposition specifications.
Agency: 08-22-2016 No recommended changes.
RMD Director Recomendations: 09-29-2016 RDA 766 is a request to revise an RDA. The retention period will remain six years and the format Paper. The Abstract & Worksheet have been updated. Recommend approval of request to revise RDA 766.
Signed Form Received: 2016-09-28
PRC Meeting Date: 11-03-2016
PRC Comments: PRC approves RDA 766
PRC Action: Approved
RDA History
ID RDA PRC Reviewed PRC Action
88 766 2016-11-03 Approved
2544 766 0000-00-00 Pending
2548 766 2019-05-22 Approved