AGENCY: Lieutenant Governor

SERIES: 9400
TITLE: State candidate and office holders financial disclosures
DATES: 1968-
ARRANGEMENT: Chronological by election year, thereunder by office, thereunder alphabetical by candidate's surname.

DESCRIPTION: Candidates for state executive, legislative offices, and state school boards are required to file periodic reports disclosing the money they raise and spend. These financial disclosure reports are submitted to the Lieutenant Governor's office at set times throughout the election cycle. The reports help to protect against conflicts of interest and to facilitate open and ethical government. They are governed by UCA 20A-11 (2002). The reports include the following types of information: candidate's name, political party, office, address and signature; and itemized listings of contributions, expenditures and loans. Financial disclosure reports were filed with the State Auditor until 1984. Thereafter filings were transferred to the Lieutenant Governor's office, and then to the Elections Office at the time of its 1995 creation.

RETENTION

Permanent. Retain for 6 year(s)

DISPOSITION

Transfer to Archives.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 06/1995

FORMAT MANAGEMENT

Paper: For records prior to and including 2010. Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 4 years and then microfilm and transfer to State Archives with authority to weed.

Microfilm master: Retain in State Records Center permanently.

Microfilm duplicate: Retain in State Archives permanently with authority to weed.

Computer data files: Retain in Office for 6 years and then transfer to State Archives with authority to weed.

APPRAISAL

Administrative Historical

This disposition is based on the value to researchers interested in the study of political expenditures.

PRIMARY DESIGNATION

Public