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Date:
Tue, 23 Apr 2013 22:37:31 +0000
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Records Management Program <[log in to unmask]>
Subject:
Re: Electric Utilities: Retention of Contracts/Agreements
From:
Laurie Sletten <[log in to unmask]>
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Records Management Program <[log in to unmask]>
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When I worked in Oregon, I referred to the statute of limitations [sol] found at http://www.leg.state.or.us/ors/012.html, Procedure in Civil Proceedings.  Most contracts had an sol of 6 years after the contract was no longer in effect.

Since you are with an utility, you may not be subject to state jurisdiction?


Laurie Sletten, CRM, CA
Records Retention Schedules Project Lead
Information Technology Services
University of California - Office of the President
1111 Franklin St., 7th fl.
Oakland, CA 94607
[log in to unmask]
Phone: (510) 987-9411


-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Phil Wallace
Sent: Tuesday, April 23, 2013 3:17 PM
To: [log in to unmask]
Subject: Electric Utilities: Retention of Contracts/Agreements

RIM staffers of public or investor-owned electric utilities: how long are you keeping contracts in general and specifically power sales agreements with key customers/other utilities?  Or do you not differentiate?  

We keep many contracts "Life of Company" but certain transactions, like residential service agreements, purchase orders, etc., aren't captured and retained like Contracts with a capital C. We do differentiate. Now Legal says these short-term power sales and billing documents are Contracts; I say they're contracts (little "c") and only need to be kept EX +4 (per FERC).  

What's your experience with contracts, one size fits all?  If so we're going to have to capture and scan about 800,000 individual agreements with residential customers!  (It's okay, I'm retiring in 8 months.) Thanks for any info you can offer.

Phil Wallace
Portland General Electric Co.
Portland, OR
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