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Energy

Energy
Title Major Revision Previous Schedules Schedule Item
Energy consumption monitoring records

showing use of electricity or fuel or operation of heating and/or cooling equipment, or energy audit, when not relating to facility owned or operated by local government:
RETENTION: 1 year
NOTES: Energy consumption monitoring records showing use of electricity or fuel, operation of heating and/or cooling equipment, or environmental conditions (temperature, humidity, air quality) in various parts of publicly owned or operated building or other facility, are covered by item no. 850 in the Public Property and Equipment section.

 CO2 235; MU1 203; MI1 167 390
Weatherization client case files,

covering assistance provided to individuals and families to improve heating efficiency and reduce fuel expenditures, including but not limited to application, income documentation, description of property and work needed to improve heating efficiency, results of energy efficiency testing, description of work performed, copies of fuel bills, fuel information form, landlord agreement, notes and correspondence:
RETENTION: 6 years after date of last entry or work is completed

 2020 (♦)
 CO2 805; MU1 711; MI1 685 391
Master listing of clients

participating in weatherization program:
RETENTION: 6 years

 CO2 806; MU1 712; MI1 686 392
Annual state plan

(final copy) for weatherization assistance program:
RETENTION: 6 years

 CO2 807; MU1 713; MI1 687 393
Status report

on clients referred to local subgrantee agency:
RETENTION: 1 year

 CO2 808; MU1 714; MI1 688 394
Interagency referral form,

maintained by referring agency:
RETENTION: 6 years

 2020 (♦)
 CO2 809; MU1 715; MI1 689 395