Spreadsheet: d4b5ce74-5275-4542-8a09-3efadd64616a
Sheet: Sheet1

Unnamed: 0 | The policy of the Vermont Land Trust is to adhere to the attached Archive List. There may be times when it makes sense to | Unnamed: 2 | Unnamed: 3 | Unnamed: 4
 | deviate from this list. Exceptions can be made if, in the opinion of the legal staff, with approval from the VP for Stewardship,
 | a document is deemed worthy of scanning or retaining longer than indicated on the Archive List. Updates and changes of
 | the Archives list will be reviewed and approved by the VLT Management Team.
 |  | REVISED 05/13/10 | **-scan to financial folder
 | DOCUMENT | SAVED AS PDF Y/N | PAPER RANKING | SAVE SOURCE DOC. Y/N
 | ACT 250 Disclosure Statement | NO | 0, 8 for fee
 | Administrator's Deed | YES | F
 | Affidavit of Abandonment | NO | 2
 | Agricultural Easement (if freestanding) | YES | F | YES
 | Appraisals | YES-summary only | F
 | Approvals | YES | 0
 | Assignment of Purchase and Sale Contract | NO | 8
 | Barn Design Restrictions | YES | F
 | Baseline Documentation Report | YES | F | YES
 | Amended or Updated BDR | YES | F | YES
 | Budget | NO | 0
 | Buffer Easement (if freestanding) | YES | F | YES
 | Certificate of Good Standing | NO | 2
 | Check Stubs | NO | 8
 | Closing Checklists | NO | 2
 | Closing Summary | NO | 8 for fee, 2 for others
 | Conservation Agreements if no CE | YES | F | YES
 | Conservation Easements | YES | F | YES
 | Amended Easement | YES | F | YES
 | Other Easements-ROW,utility, water | YES | F | YES
 | Conservation Easement Map-signed | YES | F | YES
 | Corrective Deeds | YES | F | YES-If we draft
 | Corrective Discharge | NO | 2
 | Corporate Resolutions | NO | 8
 | Court Orders | YES | F
 | Covenants | YES | F | YES
 | Current Use Application | NO | 0
 | Current Use Transfer Form | NO | 0
 | Death Certificate | NO | 2
 | Declaration of Corrected Land Description | YES | F | YES
 | Decree of Distribution | YES | F | YES-If we draft
 | Deed of Partition | YES | F | YES-If we draft
 | Emails | NO | 8
 | Executory Interest | YES | F | YES-If we draft
 | Executor's/Executrix Deed | YES | F
 | Farm Leases | YES | F | YES
 | File Notes | NO | 0
 | Financials | NO | 0
 | FIS | NO | 0
 | Fish and Wildlife Restoration Agreement | NO | term of contract
 | Forestry Easement (if freestanding) | YES | F | YES
 | Forest Management Plans | YES | F | YES-If we draft
 | FMP Approval Letters | YES | 0
 | [NAME] only | YES |  | YES
 | Governor's Acceptance | YES | F
 | Guardian Deed | YES | F
 | Hazardous Material Search/Inspections | YES-for fee only | 0, unless for fee
 | [NAME]. or [NAME] | YES | F | YES
 | HUD Statements | NO | 8
 | Inspection Reports | NO | 8, for fee only
 | Invoices | NO | 8
 | Legal Services Request | NO | 2
 | Letters of Agreement | YES | F
 | Letters from LO's re: requests | YES-only if req. approved | 0
 | Letters to LO's re: requests | YES-only if req. approved | 0 | YES
 | Letters to Partners re: Approvals | NO | 0
 | Letters-miscellaneous i.e. to selectboard | NO | 0
 | License to Sell | NO | 2
 | Limited Warranty Deed | YES | F | YES
 | Litigation Documents | YES-final settlements only | F | YES-If we draft
 | Management Plans | YES | F | YES
 | Memo to File on complex projects | Pre-'05= YES, Post '05=NO | 0 | YES
 | Memo to Partners | NO | 0
 | Miscellaneous Corres. | NO | 0
 | Monitoring Easement (if freestanding) | YES | F | YES
 | Monitoring Report | YES | 0
 | Mortgage Deeds | NO | discharge plus 8
 | Mortgage Discharge | NO | 2
 | Newspaper/Press Clippings | YES | 0
 | Notice of Conservation Agreement | NO | 2
 | Notice of Perpetual Option to Purchase | NO | 2
 | NRCS (Conservation) Agreement | YES | F
 | NRCS Notice of Agreement | NO | 2
 | Option to Purchase | YES | F | YES
 | Option to Purchase at Ag Value | YES | F | YES
 | Option to Purchase Subordination Agreement | YES | F
 | Partial Release of Mortgage | YES | F
 | Permits | YES | F | YES
 | Pledge Agreements | NO | 8
 | Pledges for $ | NO | term plus 2
 | Power of Attorneys | NO | 2
 | Priority Agreement | NO | 2
 | Probate Docs for acquiring land | YES | F | YES-If we draft
 | Probate Docs for Mortgage Information | NO | 2
 | Project Summary | YES | 0
 | Promissory Notes | NO | term plus 8
 | Property Transfer Tax Return | YES | F
 | PSA | NO | 8
 | [NAME] from VLT | YES | F | YES
 | [NAME] to VLT | YES | F | YES
 | Release of Conservation Agreement | NO | 2
 | Release of Development Rights Restrictions | YES | F | YES
 | Release of Mortgage | NO | 2
 | Request for Cost Code | NO | 0
 | Restrictive Covenants | YES | F | YES
 | Right of Entry | YES | F | YES
 | Right of First Refusal | YES | F
 | Right of First Refusal Subordination Agreement | YES | F
 | [NAME] | NO | 2
 | Shared Equity Agreements | YES | F | YES
 | Site Assessment | NO | 0
 | Special Warranty Deed | YES | F | YES
 | Surveys and other source maps | YES | F
 | Tax Certification | YES | 0
 | Tax Form 8283 | YES**-see note above | F
 | Tax Forms-all other forms | NO | 8
 | Title Certificate | YES | F
 | Title Change Endorsement | YES | F
 | Title Clearing Documents | NO | 2
 | Title Commitment | NO | 0
 | Title Insurance Policy | YES | F
 | Title Update | YES | F
 | Title Work-record owner deeds etc. | YES | 8
 | Trail Easement (if freestanding) | YES | F | YES
 | Trustees Certificate | NO | 8
 | Trustees Deed | YES | F
 | Utility Easement | YES | F
 | VHCB Award Letter | NO | 0
 | VHCB Dispersement Letter | NO | 0
 | [NAME] | NO | 2
 | VHCB Grant Agreement | NO | 8
 | [NAME] | NO | 0
 | VHCH Pre-Close Memo | NO | 2
 | VHCB Stewardship Delegation | YES | F | YES-If we draft
 | Waiver of ROFR | NO | 0
 | Warranty Deed into VLT | YES | F | YES
 | Warranty Deed from VLT | YES | F | YES
 | Warranty Deed with Restrictions | YES | F | YES
 | Wills that distribute property to VLT | NO | 2
 | Working Farm Tax Abatement Application | NO | 0