Utah Department of Administrative Services

Division of Archives & Records Service

Legislature. Office of the Legislative Fiscal Analyst

3164--Budget analysis records
3187--State agency budget hearing records
3205--Administrative records
3210--Appropriations reports
3700--Appropriations requests
23292--Publications
22952--Minutes
22953--Personnel records
22954--Fiscal notes
22956--Subcommittee reports
22957--Interim studies
22958--Committee audio recordings
25392--Analyst working papers
23977--Public Education Data Book

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3164
TITLE: Budget analysis records
DATES: 1971-
ARRANGEMENT: Alphanumerical.

DESCRIPTION: Correspondence or subject files of formally organized budget offices documenting agency policy and procedures governing budget administration, and reflecting policy decisions affecting expenditures for agency programs.

RETENTION

Retain 15 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule SG 2, Item 8.

AUTHORIZED: 04/15/2003

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 10 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then transfer to State Archives with authority to weed.

Microfiche master: Retain in State Archives permanently with authority to weed.

Microfiche duplicate: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on the historical and research value of these records to document the actions and function of the Legislature.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3187
TITLE: State agency budget hearing records
DATES: 1957-
ARRANGEMENT: Alphabetical by subcommittee.

DESCRIPTION: Records of hearings conducted as part of the regulatory process and hearings on proposed rules and changes; they may be maintained with related information including meeting notices, proofs of publications, meeting minutes, and the conclusions reached. UCA 52-4-200 (2009) requires that written minutes be kept of all open meetings. May include audio and video recordings.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule SG 1, Item 2.

AUTHORIZED: 12/03/2002

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on the historical and research value of these records to document the actions and function of the Legislature.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3205
TITLE: Administrative records
DATES: 1968-
ARRANGEMENT: Alphanumerical

DESCRIPTION: Appropriations reports include: 1967-69, 1969-70, 1970-71, 1971-72, 1972-73; 1973-74, 1974-1975; 1975-1976; 1976-1977; 1977-78, 1978-1979; 1980-1981; 1980-1981; 1981-1982; 1982-83, 1989-90).

Other reports include: Interim Progress Report (1 July 1968); Government of Higher Education in Utah (January 1969); Annual Salary Survey (August 1970); Executive Compensation Commission (December 1969); Recommended Compensation Practices for Elected and Appointed Officials (August 1970); Recommendations of the Legislative Analyst for Administrative Improvement (January 1967 and January 1969); An Analysis of Utah Departmental Reorganization and Consolidation (October 1968); Legislative Control Through Fiscal Oversight (4 May 1966); Findings and Recommendations of the Legislative Auditor, 1959-1960 (December 1960); First Biennial Report to the Joint Budget-Audit Committee and the 38th Utah State Legislature (January 1968); A Program for Legislative Fiscal Review (circa 1966); Legislative Computer Application (August 1968); and State Revenue Projections for the Biennial Fiscal Period July 1, 1969, to June 30, 1971 (January 1969). There's a binder from 1978-1979 dealing with the topic of tax relief (1979 HB 303 and reports leading up to it. Fiche includes various other compensation reports,USU analyst, etc.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in State Archives permanently with authority to weed.

Microfiche master: Retain in State Archives permanently with authority to weed.

Microfiche duplicate: Retain in State Archives permanently with authority to weed.

APPRAISAL

Administrative Historical

These records are created by the agency administration to document the history of: research, programs, policies, procedures, leadership, and decision making processes of the agency.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3210
TITLE: Appropriations reports
DATES: 1967-
ARRANGEMENT: Chronological.
ANNUAL ACCUMULATION: 0.20 cubic feet.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Retain in agency custody.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

AUTHORIZED: 05/24/2011

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in State Archives permanently with authority to weed.

Microfiche master: For records beginning in 1969 through 1970. Retain in State Archives permanently with authority to weed.

Microfiche duplicate: For records beginning in 1969 through 1970. Retain in State Archives permanently with authority to weed.

Microfilm master: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these reports in documenting agency procedures and function.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3700
TITLE: Appropriations requests
DATES: 1963-
ARRANGEMENT:

DESCRIPTION: Copies of budget estimates and justification prepared or consolidated in formally organized budget offices. Included are appropriation language sheets, narrative statements, workload/expansion plans and related schedules and data.

RETENTION

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

AUTHORIZED: //

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 5 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on the State Archivist's review and general schedule determination 4/5/1999.

PRIMARY CLASSIFICATION

Public. UCA_63G-2-301_(1)(b)_(2008)

SECONDARY CLASSIFICATION

Private. UCA_63G-2-302_(1)(e)_(2008)


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 23292
TITLE: Publications
DATES: 1967-
ARRANGEMENT: Chronological.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

AUTHORIZED: 11/07/2000

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in State Archives permanently with authority to weed.

Microfiche master: Retain in State Archives permanently with authority to weed.

Microfiche duplicate: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

This disposition is based on the historical and research value of these publications to document the function of the Office of the Legislative Fiscal Analyst.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22952
TITLE: Minutes
DATES: 1965-
ARRANGEMENT: Chronological

DESCRIPTION: Provides documentation of the appropriation committee meetings and executive committee meetings. Information includes minutes, agendas and related records.

RETENTION

Retain 10 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED:. 05/2000

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 10 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

Historical

These records have evidentiary value and serve as a history of board and committee actions. They contain minutes of open committee and board meetings as required by UCA 52-4-7. (2005) Records may also include agenda, recordings, recordings and minutes of closed portions of meetings, and other supporting documentation.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22953
TITLE: Personnel records
DATES: 1997-
ARRANGEMENT: Alphabetical

DESCRIPTION: Complete work history of an individual employed by the Legislative Fiscal Analyst Office. May include application for employment or resume, verification of employment eligibility, performance plans, performance evaluations, position description, employee awards, letters of commendation, termination forms, etc. Retirement and pension records are retained permanently by the Office.

RETENTION

Retain 65 years after seperation or retirement.

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule SG 11, Item 2.

AUTHORIZED: 12/05/2003

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office until separation or retirement and then transfer to State Records Center. Retain in State Records Center for 65 years and then destroy.

APPRAISAL

Administrative

PRIMARY CLASSIFICATION

Private


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22954
TITLE: Fiscal notes
DATES: 1974-
ARRANGEMENT: Chronological

DESCRIPTION: These records support the agency's function to provide objective, accurate, and relevant budget advice and documentation to the state legislature. These records contain fiscal notes prepared by the agency for proposed legislation. Information includes an analysis of the fiscal impact that each item of proposed legislation would have on state and local governments and on Utah residents and businesses.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series are authorized by the Legislature.

APPROVED:. 01/2006

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Computer data files: For records beginning in 2015 and continuing to the present. Retain in Office for 5 years and then transfer to State Archives with authority to weed.

Digital image: Retain in Office permanently.

APPRAISAL

Administrative Fiscal Historical

These records document financial factors that affect law creation and are therefore historically valuable.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22956
TITLE: Subcommittee reports
DATES: ca. 1970-
ARRANGEMENT: Chronological

DESCRIPTION: Provides a record of reports made by various subcommittees assigned to research issues for the Appropriations Committee. Information includes the findings of the subcommittee, background information, proposals, committee actions, etc.

RETENTION

Retain 10 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series are authorized by the Legislature.

APPROVED:. 05/2000

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 5 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then transfer to State Archives with authority to weed.

APPRAISAL

Historical

This retention and disposition is based on the retention schedule approved by the Utah Legislature.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22957
TITLE: Interim studies
DATES: 1973-
ARRANGEMENT: Chronological

DESCRIPTION: Provides documentation of reports to the Executive Committee during interim sessions. The studies are conducted on any appropriation issue which may be an issue during the upcoming legislative session.

RETENTION

Retain 15 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 02/2003

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 10 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then transfer to State Archives.

Microfiche master: Retain in State Archives permanently with authority to weed.

Microfiche duplicate: Retain in State Archives permanently with authority to weed.

APPRAISAL

Administrative Fiscal Historical

Value is based on the analysis provided on appropriation issues as reported in these interim studies by the Legislative Fiscal Analyst.

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 22958
TITLE: Committee audio recordings
DATES: 1992-
ARRANGEMENT: Chronological

DESCRIPTION: This series consists of audio tape recordings of the Appropriation Committee and Executive Committee. Access to these recordings is often requested for research purposes. The written meeting minutes are retained as part of Series 22952.

RETENTION

Retain 5 years.

DISPOSITION

Transfer to the State Archives permanently.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule SG 1, Item 6.

AUTHORIZED: 01/08/2004

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Audio cassettes: Retain in Office for 5 years and then transfer to State Archives.

APPRAISAL

Administrative Historical

PRIMARY CLASSIFICATION

Public


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 25392
TITLE: Analyst working papers
DATES: 1995-
ARRANGEMENT: Alphabetical by Sub-committee name.

DESCRIPTION: These records contain unique information in rough notes or drafts assembled or created and used to prepare or analyze other documents. The information adds proper understanding to the formulation and execution of policies, decisions, actions, or responsibilities.

RETENTION

Retain 10 years.

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series are authorized by the Legislature.

APPROVED:. 06/2015

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 8 years and then destroy.

APPRAISAL

Administrative Fiscal

PRIMARY CLASSIFICATION

Protected. UCA 63G-2-305 Secs. 21 and 30


AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 23977
TITLE: Public Education Data Book
DATES: 1993-
ARRANGEMENT: Chronological.

DESCRIPTION: Any record, regardless of format, that is issued by a governmental entity for public distribution at the total or partial expense of that governmental entity. See Utah Code Section 9-7-101 8(a)(b) (2010) and 9-7-208 (2006)

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule SG 1, Item 25.

AUTHORIZED: 10/25/2001

FORMAT MANAGEMENT

The retention and disposition information on this schedule applies to the record copy which can be in any format. The record copy can include different formats. Format management information provided here is for the purpose of managing records that are being either stored by or transferred to the Utah State Archives.

Paper: Retain in State Archives permanently with authority to weed.

APPRAISAL

Historical

Disposition based on the value of these records in documenting agency achievements, policies, programs, and function.

PRIMARY CLASSIFICATION

Public