AGENCY: Governor's Office of Economic Opportunity. Business Development

SERIES: 82878
TITLE: Private Activity Bond Review Board case files
DATES: i 1984-
ARRANGEMENT: Alphanumerical by date and applying agency.

DESCRIPTION: This series contains applications submitted by political subdivisions on behalf of the project owner/operator requesting allocation of volume cap for tax-exempt bonding. These applications are maintained to document the requests of political subdivisions which issue Private Activity Bonds for these projects for private owners using their tax-exempt status. Information included in the application includes name of the political subdivision, project summary, name of owner/operator of the project, confidential information on project owner/operator, amount of bonds requested, confidential financing terms of the project, amount of volume cap allocated, certificates of allocation, legal documentation of bond sale, IRS Filings of Bond Sale, Inducement and TEFRA Resolution, political subdivision public meeting minutes, engineering reports, impact studies and statements, architectural plans, drawings, detailed costs of project, related correspondence, and related documents.

RETENTION

Retain for 5 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 12/1987

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after approval of allocation and then transfer to State Records Center. Retain in State Records Center for 2 years and then destroy.

APPRAISAL

Administrative

This disposition is based on the administrative need expressed by the agency.

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(1)