AGENCY: Department of Natural Resources. Office of Energy Development

SERIES: 29637
TITLE: Tax incentive records
DATES: 2012-
ARRANGEMENT: Alphabetical, thereunder chronological.

DESCRIPTION: These records document the agency's administration of clean energy tax credit programs and high-cost infrastructure tax credit (Utah Code 63M-4-401(2017), 63M-4-503(2014), and 79-6-603 (2025), supporting its role in advancing alternative energy development and large-scale infrastructure projects. They include applications and certifications for residential, commercial, large-scale clean energy systems, and large-scale infrastructure projects, records of eligibility determinations, approved credit amounts, and compliance monitoring. Documentation may consist of correspondence, agreements with participants, system specifications, schematic diagrams, photographs, inspection reports, third-party verifications, state tax forms, invoices for installations or energy sales, and related supporting material.

RETENTION

Retain for 7 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Contract and lease records, GRS-1731

AUTHORIZED: 12/21/2017

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.

Computer data files: Retain in Office for 7 years and then delete.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Exempt. Utah Code 63M-4-401(6)(2014)

SECONDARY DESIGNATION

Private. Utah Code 63G-2-302(1)(l) and (2)(b)(2017)

Public. Utah Code 63G-2-201(2)(2017)

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