UNIVERSITY OF WISCONSIN River Falls

Operating Budget Development-Implementation

RDA Number: BUD00030 State Agencies only

Previous RDA Number : New

Record Series Title:Initial Approved Annual Operating Budget

Description:Records related to establishing the base level agency annual operating budget each fiscal year.

Minimum Retention and Disposition:FIS + 5 years and then destroy

PLL: No

Confidential: No

Use Case/Example: Initial dollar allotment and position allocation for each state fiscal year. May include travel and training plans within the organization.

RDA Number: BUD00031 State Agencies only

Previous RDA Number : New

Record Series Title: Amendments and Adjustments to Annual Operating Budget

Description:Records related to amendments and adjustments to annual operating budgets such as Wis. Stat. 13.10 supplements or requests from agencies to SBO or within agencies from divisions to adjust funding between established budget lines.

Minimum Retention and Disposition:FIS + 5 years and then destroy

PLL: No

Confidential: No

Use Case/Example:

May include:

  • Changes to budget lines either self -initiated by the agency or that require external approval (State Budget office or Legislative)
  • Requests and decisions on supplements for pay plan or space
  • Section 16.505/515 requests and decisionso Section 16.54 Federal Appropriation re estimates
  • Section 13.10 supplements or transfers
  • Agency revenue re-estimates and expenditure studies
  • Mandatory lapses of approved budget amounts
  • Separate legislation passed into law that contains appropriated funds