AGENCY: Department of Commerce. Division of Professional Licensing

SERIES: 9724
TITLE: Certified public accountant licensing files
DATES: 1906-
ARRANGEMENT: Numerical by license number.

DESCRIPTION: These files document applications, registrations, and licenses for certified public accountants. The Department of Commerce, Division of Occupational and Professional Licensing, issues licenses to qualified applicants. Applicants are required to submit an application, be of good moral character, pay a fee determined by the Department of Commerce, and pass a written qualification examination and submit to an oral interview by the Utah Board of Accountancy (UCA 58-26a-302 (2005)). Information includes name, social security number, mailing and business address, residence, gender, birthdate and birthplace, educational background, and endorsements. Applicants are required to submit a photograph with their application.

RETENTION

Retain for 10 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/2006

FORMAT MANAGEMENT

Computer data files: Retain in Office for 10 years and then delete.

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 9 years and then destroy.

Paper: Retain in Office until scanned and quality checked and then destroy.

Microfilm master: Retain in Archives permanently.

Microfilm duplicate: Retain in Archives permanently.

APPRAISAL

Administrative Historical

The decision was made to hold previously filmed microfilm and microfiche licenses as a historical sample of one of the department's functions.

PRIMARY DESIGNATION

Public. UCA 63G-2-301(2)(r) (2008)

SECONDARY DESIGNATION

Private. UCA 63G-2-302(2)(d) (2008), at-risk govt. employees 63G-2-303

Exempt. UCA 58-1-106(2)and(3) (2008)