UNIVERSITY OF WISCONSIN River Falls

Property and Liablity Related Records

RDA No.

Records Series Title

Series Description

Retention Event

Minimum
Retention
&
Disposition

PII

Confidential

Use Case / Notes

Old RDA No.  (If
Applicable)

RISK0015

Property and
Liability General
Correspondence

General correspondence relating to ongoing administration/management of state self-funded property and liability programs is generated under §16.865, §20.865 (f) (fm) (dm) Wis. Stats. 

Records may include letters and memos relating to all aspects of state risk management property and liability programs. Examples include Van Driver Training records and applications; Driver Abstract reviews and findings shared with agency staff.

Closure of
Specific Issue Addressed by the
Corresponde nce

Event + 5
Years and
Destroy

No

No

Note:Files contained in this records series represent materials that are notcontained in the Property and/or Liability Claim Files RDAs: RISK0026 & RISK0036.

 

 RISK0016

State Government
Property &  Liability Guidelines,
Procedures, Policies and Other Related
Records

Records include property and liability program guidelines, procedures, policies and other related records for managing property and liability claims per §16.865, 20.865, 896.82 and 895.46 Wis. Stats.

Superseded

Event + 7
Years and
Destroy

No

No

Examples: delegation agreements,
Property and
Liability Manual.

 

RISK0017

Statewide Premium
Process &
Documentation

Annually, the Bureau of State Risk Management under authority of §16.865, and §20.865 (1) (f) Wis. Stats., develops fiscal year premium documents which support the State Risk Management Program. This process reviews both the exposure and the experience of state agencies and incorporates this information into the development of state agency premiums. The premiums generated pay liability, worker’s compensation and property claims and maintain the administrative functions of the program.

This record series may include documents comprised of building values and content inventories. It also includes RMIS reports generated to support the agency’s related experience over time, written documentation explaining the purpose and process of the premium function.  

Official copy is at DOA.  All state agencies maintain background information.

Date of
Document
Creation 

Event + 20
Years and
Destroy
Confidential


Yes

Yes

Wisbuild inventory reports, RMIS reports, agency summary
documents 

Note: Museums records risk insurance is covered under this RDA.   Works of art valuation and inventory lists are kept by the agencies that have these records.