An official website of the Tennessee Secretary of State.
Core Data
RDA Number
11267
Effective Date
Record Series Abstract
Record series includes but is not limited to: Exam Score Records for individuals that have yet to apply for a Certified Public Accountant (CPA) license, transcripts, and professional ethics exam certificates.
Record Series Active
Yes
Cut Off at End of
Calendar Year
Total Retention Years
75
Total Retention Months
0
Retention End Action
Destroy
Disposition Notes
Documents are maintained as part of candidate file for individuals who have not applied for a CPA license. They are received as part of the CPA candidacy exam. Records will be maintained in either paper or electronic format as long as the electronic file has been verified for completeness and accuracy. When an individual applies for a Certified Public Accountant (CPA) license the record is transferred to RDA 10222 - Regulatory Boards Licensing Files. The record series is kept for 75 years in agency or at the State Records Center and destroyed by state approved methods.
Worksheet
Record Location
500 James Robertson Parkway, Davy Crockett Tower, Nashville, TN 37243
File Arrangement
Alphabetical
Media Format Generated
Electronic
Paper
Media Format Generated Summary
Electronic: Text
Paper: Sheet
Media Format Stored
Electronic
Paper
Media Format Stored Summary
Electronic: Text
Paper: Sheet
Date Range
1970 to current
Allotment Code
335.10
Annual Accumulation
.25 cubic feet, 2 MB
Current Volume
3 cubic feet, 28 MB
Record Value
Administrative
Legal
Audit Requirements
State
Information Shared Outside the State
Yes
Shared Agencies
Information is shared with other state boards as requested.
Essential Record
Yes - Original
Confidential
No
Does this Record Series Contain Sensitive Information?
Yes
Agency Retention
75 years
Records Center Retention Period
75 years
Retention Legal Citation
TCA 62-1-105
Electronic Records Plan Inventory
System Name
Network shared volume - ag03sdcwf00507
Hardware Description
The records are stored on a network shared volume running on a Windows 2012 Server R2 WM.
Software Description
The records are stored on Windows Server OS.
System Location
The network file share is located in the South Data Center (SDA).
Backup Procedures
Nightly incremental backups are done, and full back up is performed monthly.
Disaster Recovery
Disaster recovery is provided by STS.
Data Migration Description
The data resides in an SQL database located at the Data Center. If there is a need for migration, it will be done by STS database administrators.
RDA Comments
Records Management Division (RMD)
06-27-2024
No recommended changes.
Tennessee State Library and Archives
07-02-2024
No recommended changes.
Comptroller Audit Review
07-02-2024
We have reviewed RDA 11267 from an audit standpoint. We concur with the recommended retention and disposition specifications.
Agency Records Officer
07-03-2024
The agency concurs with no recommended changes.
RMD Director
08-26-2024
RDA 11267 is a request to revise an RDA. The retention period will change from ten years and then destroy to seventy-five years and then destroy. The format will be paper/electronic. The Cut Off, Disposition Notes, and Worksheet have been updated. Recommend approval of the request to revise RDA 11267.
Public Records Commission
09-23-2024
PRC approves RDA 11267.