AGENCY: Treasurer

SERIES: 28590
TITLE: Charter school financing application
DATES: 2007-
ARRANGEMENT: Chronological by year, thereunder by month.

DESCRIPTION: These records support the Utah Charter School Finance Authority's function to provide an efficient method of financing charter school facilities (Utah Code 53G-5-602(1) (2019)). These records are submitted by a charter school applying for financing through the agency, which determines if the financing process should be initiated. Records include documentation requisite for a Utah charter school to be able to issue tax-exempt municipal bonds in order to acquire land, school buildings, facilities, and equipment.

RETENTION

Retain for 2 year(s) after final action

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 04/2023

FORMAT MANAGEMENT

Computer data files: Retain in Office for 2 years after the bond transcript has been issued or until the application has been denied and then delete.

Paper: Retain in Office for 2 years after the bond transcript has been issued or until the application has been denied and then destroy.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Public