UNIVERSITY OF WISCONSIN River Falls

General Risk Managment Related Records

RDA No.

Records Series Title

Series Description

Retention Event

Minimum
Retention
&
Disposition

PII

Confidential

Use Case / Notes

Old RDA No.  (If
Applicable)

RISK0001

RMIS Output Reports

These records include monthly or quarterly reports which are distributed to department heads, division administrators in state agencies and UW institutions. Reports support program initiatives. Examples of these reports include benchmark reports. 

Superseded or when no longer needed

Event and Destroy 

No

No

 

90308
WCCS
Output
Reports 

RISK0002

Proposals for
Insurance Coverage

§16.865 Wis. Stats. mandates responsibility for statewide risk management coordination.  This includes providing insurance coverage for state agencies.  Records may include non-selected bids for property, liability, and Worker’s Compensation coverage.  Successful proposals for insurance coverage would then produce insurance contracts, which would be handled as underlined under RDAs RISK0025 and RISK0035. 

Agencies that receive authorization from DOA’s BSRM may secure coverage for specific business purposes on their own.

Date Bid is Closed

Event + 7
Years
Destroy

No

No

Example: 
Owner Controlled
Insurance Program (OCIP). Insurance services for these projects are placed by private negotiation and competitive bid.  

Official File:
Agency handling the request for bid/proposal.

 

RISK0003

Risk Management
Conferences Materials

DOA’s Annual Risk Management Conference publications and materials. 

Records series may include comprehensive, original
materials documenting planning for Risk Management conferences as well as original conference hand-outs.

Date of Risk
Management Conference

Event + 5 Years and Destroy

No

No

Copies of these materials kept by conference attendees are not considered records but reference materials.