UNIVERSITY OF WISCONSIN River Falls

Management Reviews

RDA No.

Records Series Title

Series Description

Retention Event

Minimum
Retention &
Disposition

PII

Confidential

Use Case / Notes

Old RDA
No.  (If
Applicable)

PUR00020

State Bureau of
Procurement
Purchasing 
Management
Reviews

The State Bureau of Procurement’s authority under Wis. Stats. § 16.004(4), (5) and (6), carries with it the responsibility to conduct management reviews of state agency purchasing practices. 

Records in this series document the State Bureau of Procurement's management reviews of state agency policies, practices and activities related to the purchase of commodities and services. Records include research, the report, responses to the report, corrective action, etc. 

Refer to PRO-A-6in the State Procurement Manual for more information on management reviews.

Retain for Five
Years or Until
Superseded,
Whichever is
Longer

EVT and
Destroy
Confidential

No

Yes

The review may encounter confidential information such as trade secrets, etc. 

State Bureau of Procurement
retains official record.

Note: Agencies may use
PUR00021 for its own internal reviews and PUR00022 for its own internal reports.

90127

PUR00021

State Agency
Procurement
Authority Review

State agencies are responsible to monitor internal procurement and purchasing policies, practices and related activities. These internal reviews may be random in nature or routinely scheduled. 

This records series includes any internal departmental tracking, review, audit, correspondence and related records of purchasing and procurement activities including direct payments, purchasing card expenditures, purchase orders, etc.   

Date of Review

 EVT + 4
Months or
Until No
Longer
Needed and Destroy
Confidential

No

Yes

The review may
encounter
confidential information
such as trade secrets, etc.

Note:  As with all public records, if the monitoring or review results are required for any legal or program purpose, the record must be retained until no longer needed to meet the legal or program requirement.  

State agencies retain official record.
Note:  DOA may also be a state agency.   

90132

PUR00022

State Agency
Procurement
Authority Review
Report

State agencies are responsible to monitor internal procurement and purchasing policies, practices and related activities. These internal reviews may be random in nature or routinely scheduled. 

This records series includes any reports and related materials as a result of an internal review.

Retain for Five
Years or Until
Superseded,
Whichever is
Longer

EVT and
Destroy
Confidential

No

Yes
The report may contain confidential information
such as trade secrets, etc.

State agencies retain official record.
Note:  DOA may also be a state agency.   

New