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Archives & Records Management

Office of the City Auditor

phone: 503-865-4100


1800 SW 6th Ave, Suite 550, Portland, OR 97201

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2005 Liens & Assessments Management / Administration

2005-01   Interest (Bump) Records

Series is used to determine the cost of interest to be charged property owners for city liens. Records consist of spreadsheets, correspondence, interest rate tables, and calculations that are used by the city to set interest rates for city liens.

Retention: 2 years after redemption of bond.
Record Copy? Yes

2005-02   Bond Sale Information

Series is set up to document bond sale information for each particular project and bond sale. Information is the supporting information on bond sales used to support city liens.

Retention: Permanent
Record Copy? Yes
Where? (See also 4813 - Debt Management Records)


2005-03   Rate Studies

Studies are used to support imposition of rates and charges for administrative services for Liens and Assessments Division. Records are budget reports, accounting documents, spreadsheets, and workload measurements.

Retention: 10 years
Record Copy? Yes

2005-04   Lien Accounting System (Las)

System supports Liens and Assessments Division collection, customer service and accounting functions. Computer system transactions to all city liens. Computer record includes property description, information on property owner, source of lien, amount of lien, and financing and payment information.

Retention: Until superseded. 2 years after payoff, print record to paper or fiche and transfer to 2006-03 for permanent retention.
Record Copy? Yes