AGENCY: Department of Government Operations. Division of Finance. Financial Reporting Office

SERIES: 30655
TITLE: Bond records
DATES: 1999-
ARRANGEMENT: Alphabetical by bond

DESCRIPTION: Prior to 2020, the Division of Finance retained bond issuance documents, refunding documents, transcripts, and any documents that support the debts serviced as part of a bond.

In 2020, the Treasurer's office took over the responsibility of retaining bond issuance documents, refunding documents, and transcripts, while the Division of Finance continued to retain any documents that support the debts serviced as part of a bond.

RETENTION

Retain for 5 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: 10/2023

FORMAT MANAGEMENT

Computer data files: Retain in Office for 5 years after final action and then delete.

APPRAISAL

Administrative Fiscal

Final action is the final payment on the bond.

PRIMARY DESIGNATION

Public. Utah Code 63G-2-201(2) (2023)

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