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: Records that: 1. document communications created or received by an agency AND 2. directly relate to an agency program or agency administration AND 3. are not otherwise specified in the Multnomah County Retention Schedules. Records may include but are not limited to letters, memoranda, notes and electronic messages that communicate formal approvals, directions for action, and information about contracts, purchases, grants, personnel and particular projects or programs.
Retention: File with the associated program or administrative records. Communications not meeting the above criteria do not need to be filed and may be retained as needed. (OAR 166-150-0005(10)) Updated 01/08/2018

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)