Agency Schedule Detail

Authorization Number : 10900611

Agency Series No. : ECON-01

Status : Active

Agency Web Link :

Agency : TOS

Confidential Description :

Division :

Vital Description :

Section :

Record Title : Applications to participate in Economic Development programs

Revision : 1

Record Description : Completed applications submitted to the Economic Development department by individuals that wish to participate in one of the linked-deposit programs administered by the department. Documentation includes applicant information, loan details, compliance certifications, and other information that varies based on the specific linked-deposit program to which the applicant is applying.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain applications until the later of (a) conclusion of fiscal year in which application was submitted, plus an additional 3 fiscal years, or (b) conclusion of fiscal year in which corresponding loan for an approved application was scheduled for final payment plus 1 additional fiscal year.		Paper	Shred
Retain applications until the later of (a) conclusion of fiscal year in which application was submitted, plus an additional 3 fiscal years, or (b) conclusion of fiscal year in which corresponding loan for an approved application was scheduled for final payment plus 1 additional fiscal year.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	James Payne	Records Coordinator	5/3/2022 7:43:26 PM
Approved	Michael Lenzo	Records Officer	10/20/2022 3:46:01 PM
Approved	Terri Dittmar	Records Coordinator	10/21/2022 11:20:17 AM
Approved	Martin Meeks	State Auditor	10/24/2022 11:02:03 AM
Approved	Fred Previts	State Archivist	10/26/2022 11:40:12 AM

Notes

Date	Reason	User