Series Title (Agency Series #): Description, Retention (Legal Citation)

Block By Block Weatherization Project Records (OSCP3-004): Documents services provided to low income clients of City of Portland funded county weatherization programs. Program is funded by the city and administered by the county. Records include face sheet, project funding snapshot, work orders, contractor invoices, photographs, credit application, inspection reports, client regulation acknowledgement, job drawings, rebate data sheets, energy audits, correspondence, and related records.
Retention: Retain 5 years. (2003-0038/017)

Correspondence, Ephemeral (OSCP3-006): Series documents communications received or sent which do not contain significant information about programs, fiscal status, or routine operations. Records include, but are not limited to, advertising circulars, drafts and worksheets, desk notes, memoranda, and other records of a preliminary or informational nature.
Retention: Retain until read. (MOAR 166-150-0005(8))

Correspondence, General (OSCP3-007): Series documents communications received or sent which do not contain significant information about an agency's programs. Records include letters sent and received, memoranda, notes, transmittals, acknowledgements, community affair notices, charity fund drive records, routine requests for information or publications, enclosures, and attachments.
Retention: Retain 1 year. (MOAR 166-150-0005(8))

Correspondence, Program (OSCP3-008): Correspondence, memoranda, and similar records which document and add significant information to the program or primary functional responsibility of the office. Includes letters sent and received, memoranda, notes, and other records related to specific programs or primary functions.
Retention: Retain 5 years. (MOAR 166-150-0005(8))

Energy Assistance Program Applications (OSCP3-002): Documents income subsidies provided to low income applicants for the payment of utility costs. Includes applications under the Low Income Energy Assistance Program (LIEAP) and the Oregon Energy Assistance Program (OEAP). Applications show applicant name, social security number, address, utility companies and account numbers, names of family members and incomes, housing status, income verification, type of program, amount paid to each utility, authorizing signatures, and related information.
Retention: Retain 5 years. (2003-0038/015)

Enhanced Leak Repair Project Records (OSCP3-005): Records document projects funded by the City of Portland to help customers with minor plumbing repairs inside the home and major plumbing repairs under the house. Multnomah County coordinates the application process for the enhanced leak repair program. Records include work orders, contractor invoices, photographs, credit application, inspection reports, job drawings, rebate data sheets, correspondence, and related records.
Retention: Retain 5 years. (2003-0038/017)

Residential Energy Assistance Challenge (REACH) Records (OSCP3-003): Documents program to provide case management, energy assistance, and weatherization help to low income residential clients. Records include face sheet, project funding snapshot, work orders, contractor invoices, photographs, credit application, inspection reports, life skill and energy education records, client regulation acknowledgement, job drawings, rebate data sheets, energy audits, correspondence, and related records.
Retention: Retain 5 years. (2003-0038/016)

Weatherization Project Records (OSCP3-001): Documents services provided to low income clients of state and federally funded county weatherization programs, including client eligibility, work performed, and project completion. Records include face sheet, project funding snapshot, work orders, contractor invoices, photographs, credit application, inspection reports, client regulation acknowledgement, job drawings, rebate data sheets, energy audits, correspondence, and related records.
Retention: Retain 10 years. (2003-0038/014)