Risk Management Agency
18641--Warrant requests18214--Liability claims files
18216--Annual financial reports
18221--Personnel files
18312--Payroll records
18313--Policy and program development records
27199--Workers compensation claims files
AGENCY: Risk Management Agency
SERIES: 18641
TITLE: Warrant requests
DATES: 1988-
ARRANGEMENT: Chronological thereunder numerical by warrant request number
DESCRIPTION: These are requests from entities to pay vendors.
RETENTION
Retain for 4 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Local government accounts payable and receivable records, GRS-106
AUTHORIZED: 07/19/2018
FORMAT MANAGEMENT
Paper: Retain in Office for 4 years after being microfilmed and then destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Records Center for 4 years and then destroy.
Microfilm duplicate: Retain in Office for 4 years and then destroy.
APPRAISAL
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. 63G-2-302(1)(f)
AGENCY: Risk Management Agency
SERIES: 18214
TITLE: Liability claims files
DATES: 1985-
ARRANGEMENT: Chronological, thereunder alphabetical by city and by claimant within the city
DESCRIPTION: These are case files of the reporting, investigation and settlement of liability claims against member municipalities. The records include notice of claim forms, investigation reports, release and covenant not to sue, confidential attorney-client documents, and court documents.
RETENTION
Retain for 5 year(s) after final action
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 06/1997
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years after claims have been closed and then microfilm and destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Archives permanently with authority to weed.
Microfilm duplicate: Retain in Office permanently.
Digital image: Retain in Office permanently.
APPRAISAL
Administrative
This disposition is based on the administrative value of the agency. The records are subject to litigation and are considered vital.
PRIMARY DESIGNATION
Protected. UCA 63G-2-305(15)(16)(17)
SECONDARY DESIGNATION
Public. UCA 63G-2-301(f)
Controlled. UCA 63G-2-304(1)
AGENCY: Risk Management Agency
SERIES: 18216
TITLE: Annual financial reports
DATES: 1985-
ARRANGEMENT: Chronological
DESCRIPTION: These are the general financial records of the organization. The records include trial balances, income statements, investment reports, and bank reconciliations.
RETENTION
Permanent. Retain for 5 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 06/1997
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years after close of fiscal year or until microfilmed and then destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Archives permanently with authority to weed.
Microfilm duplicate: Retain in Office permanently.
Digital image: Retain in Office permanently.
APPRAISAL
Administrative Fiscal
This disposition is based on the administrative value of the agency. The records are subject to audits and are considered vital.
PRIMARY DESIGNATION
Public. UCA 63G-2-301(1)(g) and UCA 63G-2-301(2)(e)
AGENCY: Risk Management Agency
SERIES: 18221
TITLE: Personnel files
DATES: 1985-
ARRANGEMENT: Alphabetical by employees last names
DESCRIPTION: These records are the personnel files that relate to the supervision and management of Utah Risk Management Mutual Association employees. The records include applications for employment, employment agreements, performance evaluations, letters of comendation, letters of reprimand, W-2 forms, bonus and payroll information, and letters of termination.
RETENTION
Retain for 30 year(s) after separation
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 06/1997
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years after separation of employee and then microfilm and destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Records Center for 30 years after separation of employee or until 3 years after retirement whichever is longer and then destroy.
Microfilm duplicate: Retain in Office for 30 years after separation of employee or until 3 years after retirement whichever is longer and then destroy.
APPRAISAL
Administrative
This disposition is based on the administrative value of the agency. The records may be subject to litigation purposes and are considered vital.
PRIMARY DESIGNATION
Private. UCA 63G-2-302(1)(b) and UCA 63G-2-302(2)(e)
SECONDARY DESIGNATION
Public. UCA 63G-2-301(1)(b)
AGENCY: Risk Management Agency
SERIES: 18312
TITLE: Payroll records
DATES: 1985-
ARRANGEMENT: Chronological, thereunder alphabetical by employee name
DESCRIPTION: This series consists of payroll information for Utah Risk Management Mutual Association employees. The records include time cards and payroll registers.
RETENTION
Retain for 30 year(s) after separation
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 06/1997
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years after separation of employee or until microfilmed and then destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Records Center for 30 years after separation of employee and then destroy.
Microfilm duplicate: Retain in Office for 30 years after separation of employee and then destroy.
APPRAISAL
Administrative
This disposition is based on the administrative value of the agency.
PRIMARY DESIGNATION
Private. UCA 63G-2-302(1)(e)
SECONDARY DESIGNATION
Public. UCA 63G-2-301(1)(b)
AGENCY: Risk Management Agency
SERIES: 18313
TITLE: Policy and program development records
DATES: 1985-
ARRANGEMENT: Alphabetical by subject, thereunder chronological by year
DESCRIPTION: This series consists of general information regarding the day to day operations of Utah Risk Management Mutual Association. The records include board meeting agenda packets and minutes, service provider agreements, general correspondence and historical data.
RETENTION
Permanent. Retain for 5 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 06/1997
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years or until microfilmed and then destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Archives permanently with authority to weed.
Microfilm duplicate: Retain in Office permanently.
APPRAISAL
Administrative
This disposition is based on the administrative value of the agency. The record is considered somewhat vital.
PRIMARY DESIGNATION
Public. UCA 63G-2-301(1)(e), 63G-2-301(2)(b) and 63G-2-301(3)
AGENCY: Risk Management Agency
SERIES: 27199
TITLE: Workers compensation claims files
DATES: 1993-
ARRANGEMENT: Alphabetical by name of city, thereunder by name of claimant.
DESCRIPTION: This series contains workers' compensation claims for municipality employees insured by URMMA (Utah Risk Management Mutual Association). Records are used to record personal injuries suffered by employees and proscribed medical treatments. Information includes names, addresses, Social Security numbers, medical conditions and prognoses.
RETENTION
Retain for 80 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is proposed and has not yet been approved.
FORMAT MANAGEMENT
Paper: Retain in Office until microfilmed and then destroy provided microfilm has passed inspection.
Microfilm master: Retain in State Records Center for 80 years and then destroy.
Microfilm duplicate: Retain in Office for 80 years and then destroy.
APPRAISAL
Administrative Legal
PRIMARY DESIGNATION
Public