Utah Department of Administrative Services

Division of Archives & Records Service

Governor's Office of Economic Development. Centers of Excellence

14571--Technology Alliance Program requests for proposal
14886--Centers of Excellence Program semi-annual reports
14887--Employee travel files
14888--Centers of Excellence Program contract case files
14889--Centers of Excellence Program rejected proposal files
14891--Centers of Excellence Program publications
14892--Telephone bills
14895--Centers of Excellence Program Advisory Council minutes
14896--Centers of Excellence Program executive correspondence
14897--Monthly activity reports
14898--Centers of Excellence Program annual reports
14899--Technology Alliance Program executive correspondence

AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14571
TITLE: Technology Alliance Program requests for proposal
DATES: 1989-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.50 cubic feet.

DESCRIPTION: This series includes requests for proposals, reviews by committee and minutes of review committee meetings, project score sheets, proposals, correspondence, permissions to award contract from Division of Purchasing, and any material submitted by applicants to document the nature of their proposed projects. The projects are concerned with capital development to facilitate technological training programs in post-secondary educational entities. They are maintained in order to facilitate management of funds available to the Technology Alliance Program. Information includes the nature of the project, the specifications, evaluations of the proposed project, and individual companies' submitted information.

RETENTION

Retain 2 years after contract expires.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years after contract expires or until proposal is rejected and then destroy.

APPRAISAL

Administrative

This disposition is based on Utah State General Records Retention Schedule, Schedule 13, Item 16.

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

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14886
TITLE: Centers of Excellence Program semi-annual reports
DATES: 1987-
ARRANGEMENT: Chronological, thereunder alphabetical by center name
ANNUAL ACCUMULATION: 0.20 cubic feet.

DESCRIPTION: These reports are filed by the centers of excellence and document the progress of the centers of excellence. Information includes the center name, report date, report period, summary of expenditures, and a summary of any technical progress on the project.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14887
TITLE: Employee travel files
DATES: 1989-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.20 cubic feet.

DESCRIPTION: These reimbursement requests, itineraries, and related supporting information document requests for travel reimbursement and the processing of those requests. Information includes employee name, social security number, home address and phone number, travel schedule, amounts expended on travel and meals, receipts, and authorization for travel and reimbursement.

RETENTION

Retain 3 years.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years and then destroy.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 7, Item 45.

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Private. UCA_63G-2-302_(1)(e)_(2008)


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14888
TITLE: Centers of Excellence Program contract case files
DATES: 1989-
ARRANGEMENT: Alphabetical by center or university name
ANNUAL ACCUMULATION: 1.50 cubic feet.

DESCRIPTION: These are project proposals, contracts, contract amendments, budget summaries, invoices, correspondence, and audit-related documents. They document the progress of individuals receiving funds from the Centers of Excellence Program and record the contractual obligations of the Department of Community and Economic Development (DCED) and the Centers of Excellence. Information includes name and address of center; terms of funding agreement; expiration dates; amounts paid by DCED; detail of expenditures by center; project goals and criteria for evaluation; evaluation of compliance with goals; matching funds received by the contractor from non-DCED sources; a summary of the proposed project; budget estimates to engage in and complete the project; any supporting material offered by the private entity; dates of reports; report periods; and summaries of any technical progress on the project.

RETENTION

Retain 6 years after expiration of contract.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 6 years after expiration of contract and then destroy.

APPRAISAL

Legal

This disposition is based on Utah State General Records Retention Schedule, Schedule 13, Item 5.

This disposition is based on UCA 78-12-23 (1999), which says actions may not be brought six years after contract expiration.

PRIMARY DESIGNATION

Public

SECONDARY DESIGNATION

Protected. UCA 63G-2-305(1),(2),(8)(2008).


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14889
TITLE: Centers of Excellence Program rejected proposal files
DATES: 1989-
ARRANGEMENT: Alphabetical by center or university name
ANNUAL ACCUMULATION: 1.00 cubic foot.

DESCRIPTION: This correspondence and supporting materials are proposals to the Centers of Excellence (COE) for projects funded by the program, but were rejected. They document requests for funding through the Centers of Excellence Program. Information includes the name, address and contact person of the entity requesting funds; a summary of the proposed project; budget estimates to engage in and complete the project; and any supporting material offered by the private entity.

RETENTION

Retain 3 years after rejection or withdrawal.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after rejection or withdrawal and then destroy.

APPRAISAL

Administrative

This disposition is based on Utah State General Records Retention Schedule, Schedule 2, Item 12.

PRIMARY DESIGNATION

Protected. UCA 63G-2-305(1) & (2)(2008)


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14891
TITLE: Centers of Excellence Program publications
DATES: 1987-
ARRANGEMENT: Alphabetical by center name

DESCRIPTION: These one-page brochures are prepared as informational resources for the public about the Centers of Excellence Program and the individual centers. Each center has a brochure which lists the mission of the center, location, summary of research, and the name of a contact person.

RETENTION

Retain until published.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office until published and then transfer to State Archives with authority to weed.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14892
TITLE: Telephone bills
DATES: 1987-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.30 cubic feet.

DESCRIPTION: These copies of the phone bills are generated for the Office of Technology Development. They are maintained to support effective fiscal management of the office. Information includes the numbers called, amounts of each call, duration of calls, and call time and date.

RETENTION

Retain 1 year.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper copy: Retain in Office for 1 year and then destroy.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 7, Item 43.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14895
TITLE: Centers of Excellence Program Advisory Council minutes
DATES: 1987-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.20 cubic feet.

DESCRIPTION: These are minutes, agenda, executive summaries of proposed projects, and any other related documents or supporting material associated with the advisory council. They indicate the history of the program and the achievements and decisions of the advisory council. Information includes names of persons present, meeting dates, items considered, conclusions reached, and projects approved or disapproved.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 6.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14896
TITLE: Centers of Excellence Program executive correspondence
DATES: 1987-
ARRANGEMENT: Alphabetical by subject or correspondent name
ANNUAL ACCUMULATION: 0.10 cubic feet.

DESCRIPTION: Business-related correspondence which provide unique information about agency functions, policies, procedures, or programs. These records document material discussions and decisions made regarding all agency interests, and may originate on paper, electronic mail, or other media. This correspondence is filed separately from program case files, and project files.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 9.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14897
TITLE: Monthly activity reports
DATES: 1991-
ARRANGEMENT: Chronological
ANNUAL ACCUMULATION: 0.10 cubic feet.

DESCRIPTION: These monthly activity reports are prepared for the Division of Business and Economic Development to facilitate their oversight of Technology Development. Information includes summaries of the activities of Technology Development employees, their projects, and their accomplishments.

RETENTION

Retain 1 year.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then destroy.

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 48.

This disposition is based on the evidential value of this information for researchers interested in the activities of the division.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14898
TITLE: Centers of Excellence Program annual reports
DATES: 1987-
ARRANGEMENT: Chronological by date.
ANNUAL ACCUMULATION: 0.10 cubic feet.

DESCRIPTION: These reports are filed annually with the State Legislature, and are created due to legislative mandate. Information includes a summary of active and discontinued centers' activities during the preceding year, spin-off companies formed from the centers, and economic impact for the state in jobs and income from the Centers of Excellence Program.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

Administrative Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

These records have historical value as annual reports created by the agency to document agency administration, activities, programs, and achievements during the year. Records may include pamphlets, leaflets, statistical reports, outcome reports, and other documents for the agency's assessment reporting requirements.

PRIMARY DESIGNATION

Public


AGENCY: Governor's Office of Economic Development. Centers of Excellence

SERIES: 14899
TITLE: Technology Alliance Program executive correspondence
DATES: 1989-
ARRANGEMENT: Alphabetical by subject
ANNUAL ACCUMULATION: 0.50 cubic feet.

DESCRIPTION: Business-related correspondence which provide unique information about agency functions, policies, procedures, or programs. These records document material discussions and decisions made regarding all agency interests, and may originate on paper, electronic mail, or other media. This correspondence is filed separately from program case files, and project files.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 9.

PRIMARY DESIGNATION

Public