Utah Department of Administrative Services

Division of Archives & Records Service

Legislature. Office of the Legislative Fiscal Analyst

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3700
TITLE: Appropriations requests
VARIANT TITLE: Budget analysis
DATES: 1963-
ARRANGEMENT:

DESCRIPTION: Departmental requests for appropriations with the recommendations of the legislative analyst.

RETENTION

DISPOSITION

Destroy.

FORMAT MANAGEMENT

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

APPRAISAL

Administrative Fiscal

This disposition is based on Utah State General Records Retention Schedule, Schedule 2, Item 7.

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

PRIMARY DESIGNATION

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

SECONDARY DESIGNATION

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

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

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

DESCRIPTION: Analyses of the budget requests and recommendations for various agencies including budget briefs and compendia of budget information.

RETENTION

Retain 15 years.

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

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 Utah State General Records Retention Schedule, Schedule 2, Item 8.

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

PRIMARY DESIGNATION

Public

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

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

DESCRIPTION: Budget hearing records for assorted agencies including hearing minutes with attached Finance forms documenting agency expenditures, copies of receipts, itemized expenses, etc.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

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

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 2.

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

PRIMARY DESIGNATION

Public

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

SERIES: 3205
TITLE: Administrative records
VARIANT TITLE: Publications
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.

FORMAT MANAGEMENT

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 DESIGNATION

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: This series contains reports prepared by the Legislative Fiscal Analyst as required by law "to prepare after each session of the Legislature, a summary showing the effect of the final legislative program on the financial condition of the state." (UCA 36-12-13). The reports contains information pertaining to the appropriations made to the departments of state government.

RETENTION

DISPOSITION

Retain in agency custody.

FORMAT MANAGEMENT

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

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

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

PRIMARY DESIGNATION

Public

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

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

DESCRIPTION: This series contains documents created by the agency, including pamphlets, reports, leaflets, file manuals, and other published or processed documents. These records include information on administration, legal matters, fiscal and financial operations, legislation, employee benefits and compensation, revenue, taxes, education, and all other activities of the Office of the Legislative Fiscal Analyst. This series consists primarily of isolated publications not part of a more specific series.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

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 Utah State General Records Retention Schedule, Schedule 1, Item 25.

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 DESIGNATION

Public

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

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

DESCRIPTION: The Public Education Data Book is a collection of information and statistics regarding public education in Utah. The Data Book is published periodically by the Office of the Legislative Fiscal Analyst for the Utah State Legislature. This collection of data is provided to legislators to aid in, not influence, their personal decision making processes. It is intended to be an accurate and impartial information source for legislators.

RETENTION

DISPOSITION

Transfer to the State Archives with authority to weed.

FORMAT MANAGEMENT

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

APPRAISAL

Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 25.

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

PRIMARY DESIGNATION

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.

FORMAT MANAGEMENT

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 DESIGNATION

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.

FORMAT MANAGEMENT

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

This disposition is based on Utah State General Records Retention Schedule, Schedule 11, Item 2.

PRIMARY DESIGNATION

Private

AGENCY: Legislature. Office of the Legislative Fiscal Analyst

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

DESCRIPTION: This series contains the fiscal notes prepared by the Office for proposed legislation. Information includes what impact the legislation will have on the State's budget, agency budgets, local governments or on the general public.

RETENTION

Retain Permanent.

DISPOSITION

Retain in agency custody.

FORMAT MANAGEMENT

Paper: Retain in Office permanently.

APPRAISAL

Administrative Fiscal Historical

PRIMARY DESIGNATION

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.

FORMAT MANAGEMENT

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 DESIGNATION

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.

FORMAT MANAGEMENT

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 DESIGNATION

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.

FORMAT MANAGEMENT

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

APPRAISAL

Administrative Historical

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 6.

PRIMARY DESIGNATION

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 files contain information gathered by fiscal analysts in preparation for legislative subcommittees' budget analyses. This series may contain agency budget request information, preliminary studies, drafts, analyses, and notes.

RETENTION

Retain 10 years.

DISPOSITION

Destroy.

FORMAT MANAGEMENT

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

This disposition is based on Utah State General Records Retention Schedule, Schedule 1, Item 33.

PRIMARY DESIGNATION

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