My name is Corey Smith I am a new Records Analyst with LVA.  I started 
here in September and would like to become better acquianted with many of 
you to address your RM issues.

  I am contacting you to gain any insight about two records series that 
particular locality treasurer has with their locality. The first series is 
entitled “EMS Payment Batches” and I am told it consists of either a list or 
remittance stubs that act as supporting documents showing the account 
number, name and the payment amount. Secondly, another local treasurer's 
office raised a question about how long to retain thier trial balances. My initial 
thought was they are kept as long as our general ledgers which is a period of 
10 years on schedule "GS-2 Fiscal Records." I would like to gain any feedback 
as to how each treasurer office has been managing thier trial balance records.

    I am attempting to find a series within our locality general schedules that 
these records series can fall into or if not, possibly adding them to the 
treasurer general schedule.

   In addition to this inquiry, I have a been designated as the RA analyst for 
locality Commissioners of Revenue. I also have been working with locality 
Treasurers and Housing Development professionals with RM concerns and 
would like to continue doing so for other finance, commerce/trade secretariat 
agencies, commissions etc.  Feel free to contact me if there are any records 
series that are no longer used by your agency/locality or records series that 
may need to be added. I would like to update your schedules to reflect all 
current operations of your offices.

 Any feedback you can provide to the above treasurer inquiry will be greatly 
appreciated. I look forward to working with all of you . Please feel free to 
contact me should you have any questions. 

   

 Corey Smith

Records Analyst

Library Of Virginia

800 E. Broad Street

Richmond VA 23219

Phone: 804.692.3608

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