Legislature. Office of the Legislative Fiscal Analyst
3700--Appropriations requests3164--Budget analysis records
3187--State agency budget hearing records
3205--Administrative records
3210--Appropriations reports
23292--Publications
22952--Meeting minutes
22953--Personnel records
22954--Fiscal notes
22956--Subcommittee reports
22957--Interim studies
22958--Committee audio recordings
23977--Public Education Data Book
25392--Analyst working papers
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
Retain for 5 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 01/02/2018
FORMAT MANAGEMENT
Paper: Retain in Office for 4 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 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: 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
Permanent. Retain for 15 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Audited financial statements, GRS-1857
AUTHORIZED: 08/13/2018
FORMAT MANAGEMENT
Paper: Retain in Office for 7 years and then transfer to State Records Center. Retain in State Records Center for 8 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 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: 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
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Administrative hearing records, GRS-1655
AUTHORIZED: 12/03/2002
FORMAT MANAGEMENT
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 DESIGNATION
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
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
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.
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
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 05/24/2011
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
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: 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
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 11/07/2000
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 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: 22952
TITLE: Meeting 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
Permanent. Retain for 15 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Transfer to Archives.
APPROVED:. 05/2000
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 for 65 year(s) after separation
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Employment history records, GRS-1965
AUTHORIZED: 12/05/2003
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
PRIMARY DESIGNATION
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
Permanent. Retain
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series are authorized by the Legislature.
APPROVED:. 01/2006
FORMAT MANAGEMENT
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 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
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
APPROVED:. 05/2000
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
Permanent. Retain for 15 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: 02/2003
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. Records created by an official committee or board, including advisory committees, relating to executive establishment, organization, membership, and policy. Includes agenda, meeting minutes, final reports, and related records documenting the accomplishments of official boards and committees. May include audio and video recording.
RETENTION
Permanent. Retain for 5 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Open meeting minutes & supplementary materials, GRS-1709
AUTHORIZED: 02/23/2016
FORMAT MANAGEMENT
Audio cassettes: Retain in Office for 5 years and then transfer to State Archives.
APPRAISAL
Administrative Historical
PRIMARY DESIGNATION
Public
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
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Publications, GRS-1678
AUTHORIZED: 10/25/2001
FORMAT MANAGEMENT
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 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 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 for 10 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series are authorized by the Legislature.
APPROVED:. 06/2015
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
PRIMARY DESIGNATION
Protected. UCA 63G-2-305 Secs. 21 and 30