UNIVERSITY OF WISCONSIN River Falls

Closed Series

Record series in the prior version of the Budget General Records Schedule that are not part of this updated schedule. The rationale for closing each series is provided in the comment column. 

RDA Number: BUDG012

Record Series Title: BUDG012

Comment:This series is closed because it is a separate series maintained within the Executive Office. Most Executive Orders are not related to budgeting..

Minimum Retention and Disposition: FIS+10 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number: BUDG014

Record Series Title: Class Codes Summary Reports

Comment:This series can be classified as an end of year accounting/Fiscal Status report covered under RDA90000091 End of Year Accounting/Fiscal Status reports-FIS+6 years.

Minimum Retention and Disposition: FIS+6 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number: BUDG015

Record Series Title:Wisconsin State Budget Comparative Summary of Budget Recommendations

Comment:Closed because this is a LFB not DOA or agency budget related document.

Minimum Retention and Disposition: FIS+14 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG017

Record Series Title: Executive Veto Briefing Documents

Comment:Closed because the budget development and veto related briefing series are being consolidated into a single series.

Minimum Retention and Disposition: FIS+8 years and then destroy

PLL: No

Confidential: Yes, Confidential until budget is publically released. DOA Legal Opinion

Use Case/Example: N/A

RDA Number: BUDG018

Record Series Title: National Surveys/Detail Backup

Comment: Closed because the records in this series will be covered under other budget related series.

Minimum Retention and Disposition:FIS+8 years and then destroy

PLL: No

Confidential: No

Use Case/Example:National Surveys may be reference materials. Analysis done by state staff comparing national surveys to Wisconsin are records.

RDA Number: BUDG019

Record Series Title: General Ledger (WISMART) Appropriations Table Detail

Comment:This series can be classified as an end of year accounting/fiscal Status report covered under RDA90000091, End of Year Accounting/Fiscal Status Reports, FIS+6 years.

Minimum Retention and Disposition: FIS+10 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number: BUDG022

Record Series Title: Annual Fiscal Reports

Comment:Closed for the Budget GRS because it is two separate series within DOA for the State Controllers Office. RDA#000500000 covers the Wis. Annual Fiscal Report and Appendix with a retention/disposition of Creation+7 years and then transfer to WHS. DOA RDA#00201000 covers the CAFR work papers with a retention/disposition of Creation+10 years and then destroy.

Minimum Retention and Disposition: FIS+8 years and then destroy

PLL: No

Confidential: No

Use Case/Example: N/A

RDA Number:BUDG023

Record Series Title: Legislative Fiscal Bureau Papers Produced During Joint Finance Budget Motions

Comment:Closed because it is a record of the Legislative Fiscal Bureau. Records contain documents including motions, policy proposals, etc., produced by the Legislative Fiscal Bureau pertaining to various budget items.

Note: See page 9: "Wisconsin Biennial Budget Cycle Background" for additional information

Minimum Retention and Disposition: FIS+4 years and then destroy

PLL: No

Confidential: No

Use Case/Example:Maintained on the Legislative Fiscal Bureau web site.Reference to both SBO and Agencies.

RDA Number: BUDG027

Record Series Title: Title Final Detail Listing(B-5/B-6)

Comment:Closed because the B-5 and B-6 materials are being folded into BUDG028, Department Biennial Budget Submission.

Minimum Retention and Disposition: FIS+6 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG030

Record Series Title: TAP Resource Identification Discussions

Comment:Closed because it is no longer used.

Minimum Retention and Disposition: FIS+6 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number: BUDG031

Record Series Title: Biennial Budget Summary

Comment:Closed because it is no longer used.

Minimum Retention and Disposition:FIS+6 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG033

Record Series Title: Bill Tracking and Analysis Notes and Memos

Comment:Closed because it is no longer used. The Legislative Fiscal Bureau documents are used to track the biennial budget after it is introduced by the Governor.

Minimum Retention and Disposition: FIS+4 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG034

Record Series Title: Joint Finance Executive Action Notes/Decisions on Agency Issues

Comment:Closed because it is a record of the Legislative Fiscal BureauThese records have the purpose of summarizing and documenting the agency-head decisions as the budget is being developed. They further provide tools for those involved in analyzing the decisions and issues before submitting them to the Biennial Budget.Records include the Joint Finance Committee language/decisions as to various programs including gaming, information technology programs, etc.

Note: See page 9: "Wisconsin Biennial Budget Cycle Background" for additional information.

Minimum Retention and Disposition: FIS+4 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG035

Record Series Title: Worksheets, Summaries for Section Office

Comment:Closed because it is no longer used.

Minimum Retention and Disposition: FIS+4 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A

RDA Number:BUDG036

Record Series Title: Statute Language Proposals and Issues

Comment:Closed because it is folded into the category:Budget Documents/Developments.

Minimum Retention and Disposition: FIS+4 years and then destroy

PLL: No

Confidential: No

Use Case/Example:N/A