Governor's Office of Planning and Budget
4739--Employee time sheets4740--Data processing planning reports
4477--Utah Data Guide newsletter
3983--Utah process economic demographics and spacial allocation model output files for tar sands and synfuels alternatives
4011--Director's administrative files
5017--Science advisor mailing list notebook
3033--Payroll register
6580--Time and attendance reports
6581--Financial Information Resources System (FIRMS) periodic reports
6575--W-2 distribution list
6576--Preliminary payroll detail reports
6577--Leave and overtime summary report
6578--Employee time planning report
6579--Posting payroll control reports
6550--Leave adjustments
6445--Clearing house records
5116--State Advisory Council on Science and Technology annual report
5833--Map state of Utah
9151--Governor's Award for Science and Technology nomination files
10298--Science advisor records
10299--Science advisor's correspondence
10010--Executive director's administrative budget records
11916--Urban planning project records
16985--Resource development coordinating council review files
16986--Budget estimates and justification files
16583--Administrative subject files
19010--Science Advisor's technical reference files
19081--Clearing house committee minutes
20898--Requests for information
20901--Requests for proposals
20729--Contracts
20093--Utah process economic and demographic model system
20328--Winter Olympics 2002 records
22206--Economic and demographic profiles reports
22207--Economic and demographic projections reports
22217--Census Briefs
22218--Annual planning reports
22219--Publications
22225--Planning newsletters
22228--Local government planning reports
22197--Economic Report to the Governor
22198--Budget summary reports
22202--Newsletters
22204--Grants and services manuals
22205--Demographic reports
23706--E-Utah user profile database
25491--Planning general subject files
81431--Governor's budget retreat reports
81433--Management and budget reporter
81700--Deputy Director/State Planning Coordinator's administrative files
84197--Budget recommendations reports
84198--Budget hearing records
84200--Governor's detailed recommendations records
AGENCY: Governor's Office of Planning and Budget
SERIES: 4739
TITLE: Employee time sheets
DATES: 1986-
ARRANGEMENT: Alphabetical by employee surname, thereunder chronological
DESCRIPTION: State employee time sheets, including flextime attendance reports, supplemental time and attendance records (such as sign-in/sign-out sheets), and work reports that are used for time accounting under flextime systems.
RETENTION
Retain for 3 year(s) after expiration of contractual agreement
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Timekeeping records, GRS-1902
AUTHORIZED: 07/13/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years after expiration of grant period and then transfer to State Records Center. Retain in State Records Center for 1 year and then destroy.
APPRAISAL
Fiscal
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. Social Security Numbers.
AGENCY: Governor's Office of Planning and Budget
SERIES: 4740
TITLE: Data processing planning reports
DATES: 1987-
ARRANGEMENT: Alphabetical by agency name
DESCRIPTION: These plans are created by state agencies and filed with the Office of Planning and Budget. They are used by the State Data Processing Coordinator and staff to document and track state data processing purchases and the disposition of obsolete equipment. The plans provide the department and division names and the date of the report. The report is revised each fiscal year. Each plan inventories the agency's workstations, processors, software, storage, communications, output devices, and other related data processing equipment. The plans list model numbers, low organization numbers, a description of the equipment, current inventory, number of new acquisitions, costs, maintenance/lease costs, number of dispositions, reimbursement amount, maintenance/lease reductions in cost, total number in inventory including recent acquisitions and dispositions. The plans also may include quarterly or monthly acquisition reports, related policy material, and data processing initiatives. The files also document monthly breakfast meetings planned by the State Data Processing Coordinator and attended by state data processing managers which offer both vendors and managers the opportunity to discuss new informational technologies and how division or departmental plans could be modified to take advantage of equipment and software improvements.
RETENTION
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office until administrative need ends and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Historical
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 5, Item 7 which states that data processing plans are permanent. This meets both the primary administrative need of the agency and other state offices and affirms the secondary informational value of the records to researchers.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 4477
TITLE: Utah Data Guide newsletter
DATES: 1979-
ARRANGEMENT: Chronological
DESCRIPTION: This series contains newsletters from the Data Center of the Demographic and Ecomonic Analysis Section with information pertaining to population, economic reports to the Governor, current economic conditions, future economic indicators and agency personnel.
RETENTION
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 01/02/2018
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
Publications document economic conditions and indicators. These records are useful to researchers.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 3983
TITLE: Utah process economic demographics and spacial allocation model output files for tar sands and synfuels alternatives
DATES: 1981-
ARRANGEMENT: Alphabetical by county or regional name
DESCRIPTION: These computer output files are population projection models developed by the agency on behalf of counties and specific locales which are being considered as high level nuclear waste repositories or as prospective sites for tar sands and synfuels. This information is used to prepare reports for government planning and decision making at both the state and federal level. The demographic projections and spatial models cover the years between 1980 and 2010. They include impact studies offering baseline, low, high, and other scenarios for sites throughout Utah. The output created from 1981-1985 was generated by the UNIVAC computer at the University of Utah. Since 1985 these type of studies are conducted on the agency's local system database.
RETENTION
Permanent. Retain for 35 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years and then transfer to State Records Center. Retain in State Records Center for 30 years and then transfer to State Archives.
Computer data files: Retain in Office until superseded or obsolete, and then erase.
Microfiche master: Retain in State Archives permanently with authority to weed.
Microfiche duplicate: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
The disposition of these statistical projections is based upon their primary administrative value for conducting comparative studies during the next 30 years which may help to evaluate the accuracy of the agency's research and statistical methods, and the historical model they provide for conducting demographic studies.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 4011
TITLE: Director's administrative files
DATES: 1985-
ARRANGEMENT: Alphabetical by subject
DESCRIPTION: Business-related correspondence which provide unique information about agency functions, policies, procedures, or programs. These records document material discussions and decisions made regarding all agency interests, and may originate on paper, electronic mail, or other media. This correspondence is filed separately from program case files, and project files.
RETENTION
Permanent. Retain for 5 year(s) after separation
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule State agency executive correspondence, GRS-1758
AUTHORIZED: 03/31/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years after separation and then transfer to State Archives with authority to weed.
Computer data files: Retain in Office for 5 years after separation and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Historical
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 5017
TITLE: Science advisor mailing list notebook
DATES: 1987-
ARRANGEMENT: Alphabetical by committee name or acronym
DESCRIPTION: This notebook documents the membership of each of the Governor's science advisory committees and lists other interested parties, all of whom will be sent committee announcements, minutes, and other committee information by the Governor's Science Advisor and staff. The committees included in the notebook are the Science Advisory Committee (SAC); Centers of Excellence Review Committee (COE); Utahnet Task Force, a business and public relations committee; Fusion Council Advisory Committee; Cold Fusion Legislative Oversight Committee; Citizens Advisory Committee on Dugway Testing (CACDT); and the Nuclear Waste Transportation Task Force. Most of the membership lists include names, business or home addresses and phone numbers of Governor's appointees, ex officio members, and their spouse's names.
RETENTION
Retain until final action
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office until membership is updated or committee is discontinued and then destroy.
APPRAISAL
Administrative
This disposition is based upon administrative need as expressed by the agency. Committee membership is permanently documented as part of the State Advisory Council on Science and Technology annual report.
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. Home address, home phone number, and marital status are Private.
AGENCY: Governor's Office of Planning and Budget
SERIES: 3033
TITLE: Payroll register
DATES: 1966-
ARRANGEMENT: Alphanumerical
DESCRIPTION: This register is a numerical listing by check number and agency codes of all payroll checks issued by the municipality. It includes code, date, warrant number, name of employee, social security number, types and amounts of individual deductions, and may include hourly rate, and number of hours worked. Though this register is frequently used to reference specific payroll checks, it might be the only record of employee salaries and would then serve the same retirement purpose as the Employee earnings history files.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Payroll processing records, GRS-1903
AUTHORIZED: 07/20/2015
FORMAT MANAGEMENT
Paper copy: Retain in Office for 3 years and then destroy.
APPRAISAL
PRIMARY DESIGNATION
Private. UCA 63G-2-302(1) (2008)
SECONDARY DESIGNATION
Public. UCA 63G-2-301(1)(b) (2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6580
TITLE: Time and attendance reports
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: State employee time sheets, including flextime attendance reports, supplemental time and attendance records (such as sign-in/sign-out sheets), and work reports that are used for time accounting under flextime systems.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Timekeeping records, GRS-1902
AUTHORIZED: 07/13/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 1 year and then destroy.
Paper copy: Retain in Office for 1 year and then destroy.
APPRAISAL
Fiscal
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 25.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 6581
TITLE: Financial Information Resources System (FIRMS) periodic reports
DATES: 1986-
ARRANGEMENT: Chronological
DESCRIPTION: Includes the following: FICAA01T Trail balance monthly. FICAA05P Outstanding encumbrance. FICAA09P Outstanding reservation. FICAA10P Cash deposits. FICAA30P General ledger activity. FICAA85P Revenue and expenditure status by fund. FICAED01 Expenditure detail by sub-account. FICAES01 Expenditure status by sub-account. FICAES02 Work program/expenditure comparison by summary account. FICARD01 Revenue detail by sub-account within organization. FICARS01 Revenue status by sub-account. FICARS02 Estimated revenue/realized revenues. FICAER01 Expenditure/revenue summary by level 2. FICAMP01 Revenue account status by activity other than Department of Transportation. OBSOLETE RECORD SERIES BY 1998.
RETENTION
Retain for 5 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 for 1 year and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.
Paper copy: Retain in Office for 1 year and then destroy.
APPRAISAL
Fiscal
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. UCA_63G-2-302_(1)(e)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6575
TITLE: W-2 distribution list
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Records of withholding tax allowances completed by state employees which certify the withholding tax status of the employee and any additional withholding from his paycheck.
RETENTION
Retain for 1 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule W-4 income tax withholdings certificates, GRS-1881
AUTHORIZED: 02/14/1991
FORMAT MANAGEMENT
Paper copy: Retain in Office for 1 year and then destroy.
APPRAISAL
Administrative
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 8.
PRIMARY DESIGNATION
Private
AGENCY: Governor's Office of Planning and Budget
SERIES: 6576
TITLE: Preliminary payroll detail reports
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Computer-produced, two part documents sent by Finance to agencies to record final corrections or adjustments regarding employees' pay. They are made before the master payroll file is run and checks are issued. Preliminary payroll files do not serve as time and attendance records.
RETENTION
Retain for 3 month(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Preliminary payroll files, GRS-1889
AUTHORIZED: 02/14/1991
FORMAT MANAGEMENT
Paper copy: Retain in Office for 3 months and then destroy.
APPRAISAL
Administrative
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 16.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA_63G-2-301_(1)(b)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6577
TITLE: Leave and overtime summary report
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Reports which document the kind and amount of leave taken by an employee during a calendar year. After they are signed by the employee, they are maintained in the official personnel file.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Payroll processing records, GRS-1903
AUTHORIZED: 07/20/2015
FORMAT MANAGEMENT
Paper copy: Retain in Office for 3 years and then destroy.
APPRAISAL
Administrative
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 13.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA_63G-2-301_(1)(b)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6578
TITLE: Employee time planning report
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Compilation of position control files, which keep track of positions that have been authorized by the Department of Human Resource Management, used for budget justification and planning. Information includes number of positions and their cost.
RETENTION
Retain for 6 month(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Schedule six planning report, GRS-1894
AUTHORIZED: 02/14/1991
FORMAT MANAGEMENT
Paper copy: Retain in Office for 6 months and then destroy.
APPRAISAL
Administrative
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 21.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA_63G-2-301_(1)(b)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6579
TITLE: Posting payroll control reports
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Reports from the Division of Finance indicating the status of agency payroll transactions.
RETENTION
Retain for 2 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Schedule six posting payroll reports, GRS-1896
AUTHORIZED: 02/14/1991
FORMAT MANAGEMENT
Paper copy: Retain in Office for 2 years and then destroy.
APPRAISAL
Administrative
This disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 23.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA_63G-2-301_(1)(b)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6550
TITLE: Leave adjustments
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: Shows all leave adjustments made during a pay period. Shows category of adjustment, the amount, social security number, and employee name.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Timekeeping records, GRS-1902
AUTHORIZED: 09/18/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years and then destroy.
APPRAISAL
Administrative
Disposition is based upon the 1990 Utah General Retention Schedule, Schedule 10, Item 10.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Public. UCA_63G-2-301_(1)(b)_(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 6445
TITLE: Clearing house records
DATES: 1969-
ARRANGEMENT: Chronological, thereunder numerical
DESCRIPTION: These records are collected for the review of actions regarding Natural Resource activities and federal grant applications. Information includes federal environmental impact statement, federal grant applications and state actions regarding natural resources.
RETENTION
Permanent. Retain for 25 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: 03/1998
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 24 years and then transfer to State Archives with authority to weed.
APPRAISAL
Fiscal Historical
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 5116
TITLE: State Advisory Council on Science and Technology annual report
DATES: 1974-
ARRANGEMENT: Chronological
DESCRIPTION: Annual reports of the Science Advisory Council are created by the Governor's Science Advisor and staff to document the mission, activities, and achievements of the Council and its subcommittees. The reports generally give some history of the Council, describe its duties and powers, list the council membership and ex-officio members as well as professional titles, places of employment, length of terms, and offices held on the committee. Each report provides a narrative on the activities of each of the Council's four committees during the past year and the next year's plan of action. The committees include the Mineral Lease Committee, the Math and Science Education Committee, the Governor's Medals for Science and Technology Committee, and the Centers of Excellence Committee. An appendix includes the membership of each committee.
RETENTION
Permanent. Retain for 3 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 03/18/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 3 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
Historical
The Utah General Retention Schedule 1990, Schedule 1, Item 6, holds that final reports of state committees document governmental activities and accomplishments and shall be retained permanently.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 5833
TITLE: Map state of Utah
DATES: 1922-
ARRANGEMENT: Alphanumerical
DESCRIPTION:
RETENTION
Retain permanently
DISPOSITION
May 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.
APPRAISAL
AGENCY: Governor's Office of Planning and Budget
SERIES: 9151
TITLE: Governor's Award for Science and Technology nomination files
DATES: 1987-
ARRANGEMENT: Chronological
DESCRIPTION: The Governor's Award for Science and Technology is given annually by the Governor's Science Council to Utahns who have made significant scientific contributions to the state and nation. The nominations are prepared by members of the scientific, educational, medical, government, and business professions who know the candidates and their achievements. The nomination files are reviewed by the Science Council, which is chaired by the Office of Planning and Budget's Science Advisor. Final award decisions are documented in the State Advisory Council on Science and Technology annual report (series 05116). The files include letters of recommendation and candidates' resumes.
RETENTION
Permanent. Retain for 1 year(s) after final action
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1990
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year after award decision has been made and then transfer to State Archives.
APPRAISAL
Historical
This disposition is based upon the historical significance of the group of Utah scientists documented by the series.
PRIMARY DESIGNATION
Private
AGENCY: Governor's Office of Planning and Budget
SERIES: 10298
TITLE: Science advisor records
DATES: 1982-
ARRANGEMENT: Alphabetical by subject
DESCRIPTION: These records document the duties and role of the State Science Advisor in Utah's government. The Science Advisor is appointed under UCA 9-2-506, and also acts as a non-voting member of the State Advisory Council on Science and Technology. The Advisor acts as the executive secretary of the Council and carries out those duties the Council may assign and informs the Governor about the possible effects that the presence of chemicals may have on the people and the environment of Utah. These may be in the form of chemical tailings from industrial sites, chemical weapons, and the transport of weapons across the state. The Advisor also keeps the Governor informed about advances in scientific technology and the possible effects and benefits these may have on Utah. Information includes the Advisor's findings and recommendations to the Governor. The Science Advisor's records also include reports from the Advisory Council on Science and Technology and the Governor's Medal for Science and Technology. These reports are ongoing and are used to give advice to the Governor, Legislature, and any others with an interest in the scientific data detailed in the reports.
RETENTION
Permanent. Retain for 6 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: 11/1999
FORMAT MANAGEMENT
Paper: Retain in Office for 4 years and then transfer to State Records Center. Retain in State Records Center for 2 years and then transfer to State Archives with authority to weed.
APPRAISAL
Historical
This disposition is based on evidentiary value of these files. They document the issues addressed by the Science Advisor and the State Advisory Council on Science and Technology.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 10299
TITLE: Science advisor's correspondence
DATES: 1977-
ARRANGEMENT: Chronological
DESCRIPTION: Business-related correspondence which provide unique information about agency functions, policies, procedures, or programs. These records document material discussions and decisions made regarding all agency interests, and may originate on paper, electronic mail, or other media. This correspondence is filed separately from program case files, and project files.
RETENTION
Permanent. Retain for 4 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule State agency executive correspondence, GRS-1758
AUTHORIZED: 03/31/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 4 years and then transfer to State Archives with authority to weed.
APPRAISAL
Historical
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 10010
TITLE: Executive director's administrative budget records
DATES: 1985-
ARRANGEMENT: Alphabetical by subject name
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 7 year(s) or for 0
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is proposed and has not yet been approved.
FORMAT MANAGEMENT
Paper: Retain in Office for 7 years or until administrative need ends or directors change and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Historical
This disposition is based on the 1990 Utah General Retention Schedule, Schedule 2, Item 8.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 11916
TITLE: Urban planning project records
DATES: 1970-
ARRANGEMENT: Alphabetical by geographical area.
DESCRIPTION: Information recorded in these files deals with grants for the urban planning project. Information includes grant amounts, conditions for receiving grants, and locations which received grants. There are files for various geographic areas (city, county).
RETENTION
Retain for 7 year(s) after expiration of contractual agreement
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Grant records, GRS-1859
AUTHORIZED: 07/23/2018
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year after grant expires and then transfer to State Records Center. Retain in State Records Center for 6 years and then destroy.
APPRAISAL
Administrative Fiscal
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 16985
TITLE: Resource development coordinating council review files
DATES: 1977-
ARRANGEMENT: Numerical by file number.
DESCRIPTION: These records contain documentation of task force findings concerning science and energy, energy conservation, and development. The information is used for mapping the development of Utah's energy resources.
RETENTION
Permanent. Retain for 7 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: 02/1999
FORMAT MANAGEMENT
Paper: Retain in Office for 2 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
Administrative Historical
This disposition is based on the variety of information contained in this file. The information which documents the activities, recommendations and accomplishments of the bureau are of long term value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 16986
TITLE: Budget estimates and justification files
DATES: 1981-
ARRANGEMENT: None.
DESCRIPTION: Records used to assist in the preparation of the division budget and to justify budget requests presented to the department director. They also contain work programs, etc.
RETENTION
Retain until administrative need ends
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule State government accounts payable and receivable records, GRS-1854
AUTHORIZED: 05/04/2017
FORMAT MANAGEMENT
Paper: Retain in Office for 7 years and then destroy.
APPRAISAL
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. Social Security Numbers
AGENCY: Governor's Office of Planning and Budget
SERIES: 16583
TITLE: Administrative subject files
DATES: 1974-
ARRANGEMENT: Alphabetical by subject
DESCRIPTION: These records are subject files created and maintained by the administration of the agency on various topics. The files include correspondence, policies, budget requests, budget information meeting agenda, reports (published and unpublished), organizational charts, architectural plans, and photographs.
RETENTION
Permanent. Retain for 7 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: 02/1999
FORMAT MANAGEMENT
Paper: Retain in Office for 2 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
Administrative Historical
These subject files contain many duplicate records, but they also contain original reports, and other documents.
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. UCA 63G-2-302 (2) (2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 19010
TITLE: Science Advisor's technical reference files
DATES: 1981-
ARRANGEMENT: Chronological, thereunder alphabetical by reference type
DESCRIPTION: These are technical reference materials collected by the State Science Advisor, of the Governor's Office of Planning and Budget. Most of the information was created by outside sources. The records are used by the Science Advisor for reference on various technical issues, and making decisions on future projects which relate to the position. Information includes Environmental Impact Statements, Waste Management reports, and other related material used in the operation of the office.
RETENTION
Permanent. Retain for 10 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: 03/1998
FORMAT MANAGEMENT
Paper: Retain in Office until administrative need ends and then transfer to State Records Center. Retain in State Records Center for 10 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
Administrative
This disposition is based on the administrative needs expressed by the agency.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 19081
TITLE: Clearing house committee minutes
DATES: 1981-
ARRANGEMENT: Chronological
DESCRIPTION: Records created by a committee or conference, including advisory committees, relating to executive establishment, organization, membership, and policy. Includes agenda, meeting minutes, final report, and related records documenting the accomplishments of official boards and committees. May include audio and video recordings if minutes are not taken.
RETENTION
Permanent. Retain for 12 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: 03/16/2015
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 10 years and then transfer to State Archives with authority to weed.
APPRAISAL
Historical
Records in this series document agency functions, decisions, and history. These records are useful to researchers.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 20898
TITLE: Requests for information
DATES: 1998-
ARRANGEMENT: Alphabetical by category, thereunder alphabetical by vendor
DESCRIPTION: These records are used to solicit vendor input about information systems. The information gathered is used in formulating information technology plans and strategies for placing government services online. The services will allow customers to order publications, make payments, and conduct other business with state agencies over the internet. The records include information for different aspects of the services such as systems and payments. The records include computer software, hardware, and service solutions that are proprietary to individual vendors and partnerships.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 02/1999
FORMAT MANAGEMENT
Computer data files: Retain in Office for 3 years and then delete.
Paper copy: Retain in Office for 6 months and then destroy.
APPRAISAL
Administrative Legal
This disposition is based on the use of these records in planning, implementing, and maintaining an online customer service system for state agencies.
PRIMARY DESIGNATION
Protected. UCA 63G-2-305 (2) and (4)
AGENCY: Governor's Office of Planning and Budget
SERIES: 20901
TITLE: Requests for proposals
DATES: 1998-
ARRANGEMENT: Alphabetical by category, thereunder alphabetical by vendor
DESCRIPTION: These records are competetive bid proposals for information technology goods and services. The goods and services are to be used in establishing and maintaining an online customer service system for state agencies. The services will allow customers to order publications, make payments, and conduct other business with state agencies over the internet. The records include information for different aspects of the services such as systems and payments. The records include proprietary information and prices of computer software, hardware, and service solutions proposed by the individual vendors and partnerships.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 02/1999
FORMAT MANAGEMENT
Computer data files: Retain in Office for 3 years and then delete.
Paper copy: Retain in Office for 6 months and then destroy.
APPRAISAL
Administrative Legal
This disposition is based on the use of the records for purchasing and maintaining an online customer service system for state agencies.
PRIMARY DESIGNATION
Protected. UCA 63G-2-305 (2) and (4)
AGENCY: Governor's Office of Planning and Budget
SERIES: 20729
TITLE: Contracts
DATES: 1968-
ARRANGEMENT: None
DESCRIPTION: These files document agreements between the state and various contractors. The contracts include contracts with private contractors such as Ford Motor Company and Price Waterhouse, state agencies such as the Division of State History and the University of Utah's Department of Physics, and Federal agencies such as the National Park Service and Bureau of Land Management.
RETENTION
Retain for 7 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Contract and lease records, GRS-1731
AUTHORIZED: 02/19/2016
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years after last payment and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.
APPRAISAL
Administrative Fiscal
PRIMARY DESIGNATION
Private
AGENCY: Governor's Office of Planning and Budget
SERIES: 20093
TITLE: Utah process economic and demographic model system
DATES: 1979-
ARRANGEMENT: None
DESCRIPTION: This system constructs structural equation models that relate to changes in Utah's economy and demographics. These projections include detailed information from the state to the county level. The information forms a data foundation upon which long term capital and social service program decisions are made by the State of Utah. The reports generated from the models are released every two years. The system contains projections from the baseline of non-report years as well as those from the report years. The 1996 system contains historical information from the previous reports. The system's computer files include the models, input data, data processing software, report writing software, official projections, and output of the models. Information input into the system consists of statistics collected from various State and Federal agencies and market information collected from local businesses.
RETENTION
Permanent. Retain until superseded
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 10/1998
FORMAT MANAGEMENT
Computer data files: Retain in Office until data is superseded and then live system is maintained in office and 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
This disposition is based on the value of the records to researchers in understanding the model and reasoning behind the projections and budget decisions made by the Utah state government.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 20328
TITLE: Winter Olympics 2002 records
DATES: 1985-
ARRANGEMENT: none
DESCRIPTION: Records detailing an organization, which could include charts, functional statements, reorganization studies. Also administrative maps that show regional boundaries and headquarters of decentralized agencies or that show the geographic extent or limits of an agency's programs and projects.
RETENTION
Permanent. Retain for 3 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is authorized by Archives general schedule Agency history records, GRS-1723
AUTHORIZED: 06/26/2019
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year after records become semi-active and then transfer to State Records Center. Retain in State Records Center for 2 years and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Fiscal Historical Legal
This disposition is based on the historical value of these records to researchers of Utah's efforts to bring the 2002 Winter Olympics to the state.
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Private. UCA 63G-2-302(2)(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 22206
TITLE: Economic and demographic profiles reports
DATES: 1989-
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: 07/21/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Publications document agency history and functions and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22207
TITLE: Economic and demographic projections reports
DATES: 1974-
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: 07/21/2010
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
Publications document agency projections and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22217
TITLE: Census Briefs
DATES: 1970-
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
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/21/2010
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
Briefs document census results and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22218
TITLE: Annual planning reports
DATES: 1992-
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
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/21/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Publications document agency history and functions and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22219
TITLE: Publications
DATES: 1965-
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
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/21/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Publications document agency history and functions and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22225
TITLE: Planning newsletters
DATES: 1990-
ARRANGEMENT: Chronological
DESCRIPTION: This series contains quarterly newsletters with information pertaining to Office of Budget and Planning activities, state planning projects, and planning issues.
RETENTION
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/21/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Publications document agency history and functions and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22228
TITLE: Local government planning reports
DATES: 1964-
ARRANGEMENT: Chronological
DESCRIPTION: This series contains planning reports for cities, counties, multi-county government associations. The reports contain information pertaining to purpose of the study, organization framework, scope of the assessment, impacts, population, ordinances, housing, history, services, transportation, education, conclusions and recommendations.
RETENTION
DISPOSITION
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/21/2010
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
The disposition is based on the value of these planning reports from cities and counties which include a great deal of information about the locality together with conclusions and recommendations.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22197
TITLE: Economic Report to the Governor
DATES: 1987-
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
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/15/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Records in this series document agency history and functions and are useful to researchers.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22198
TITLE: Budget summary reports
DATES: 1989-
ARRANGEMENT: Chronological by publication date
DESCRIPTION: This series contains budget summaries for state government with information pertaining to budget overview, operating and capital budgets by department, capital budget and debt service, internal service funds, personal services summary, appropriations bills summary, and historical data.
RETENTION
Permanent. Retain for 7 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 05/26/2004
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 5 years and then transfer to State Archives.
APPRAISAL
Historical
Records in this series should be retained due to their research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22202
TITLE: Newsletters
DATES: 1984-
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
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 11/08/1999
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Publications document agency history and functions. Publications have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22204
TITLE: Grants and services manuals
DATES: 1993-
ARRANGEMENT: Chronological
DESCRIPTION: These manuals summarize all discretionary funds, pass-through monies, and administrative services for which private citizens, organizations and local governments may apply. The purpose of the manual is purely informational; it is not intended as an official document, rather, it will be used to direct inquiries to those most familiar with the specific programs.
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.
APPRAISAL
Administrative Historical
Documents in this series are used to refer people where grants are available. They are not official records.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 22205
TITLE: Demographic reports
DATES: 1989-
ARRANGEMENT: Chronological
DESCRIPTION: These reports are produced by the Demographic and Economic Analysis section to provide the public with a comprehensive demographic document from the state. These reports contain information pertaining to population, households, census, births, deaths, natural increase, migration, and fertility rates.
RETENTION
Permanent. Retain until administrative need ends
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
AUTHORIZED: 07/15/2010
FORMAT MANAGEMENT
Paper: Retain in State Archives permanently with authority to weed.
APPRAISAL
Historical
Records in this series document the history of the state and have ongoing research value.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 23706
TITLE: E-Utah user profile database
DATES: 2001-
ARRANGEMENT: Alphabetical by name
DESCRIPTION: Information in the e-Utah user profile database is collected by the Governor's Chief Information Officer, upon the request of the user, to provide basic user information including name, address, electronic mail address, age, income, gender, and a list of personal interests in order to provide personalized service. The database allows a user to access a personalized web page containing information and services relevant to the consumer. The user may also choose to receive "reminder services" for events, a personalized calendar, the ability to authenticate services using a single provider, online support, updating account information, online payment for services, and other services as yet to be determined.
RETENTION
Retain until administrative need ends
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is proposed and has not yet been approved.
FORMAT MANAGEMENT
Computer data files: Retain in Office until system is upgraded or no longer used and then delete.
APPRAISAL
Administrative
The value of this database is in documenting profiles of e-Utah users and the benefits available to them.
PRIMARY DESIGNATION
Private. UCA 63G-2-302(2)(d)(2008)
SECONDARY DESIGNATION
Protected. UCA 63G-2-305(10)(2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 25491
TITLE: Planning general subject files
DATES: 1983-
ARRANGEMENT: Chronological by year, thereunder alphabetical by subject
DESCRIPTION: This series includes state and local general government files, planning reports, Utah Tomorrow files, county planning projects, correspondence, and miscellaneous land files for general historical use.
RETENTION
Permanent. Retain for 13 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is proposed and has not yet been approved.
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years and then transfer to State Records Center. Retain in State Records Center for 10 years and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Historical
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 81431
TITLE: Governor's budget retreat reports
DATES: 1979-
ARRANGEMENT: Chronological
DESCRIPTION: The purpose of these records is to document the budget strategy planned for the year. It includes legislative review, Governor's priorities, fiscal "facts of life", budget process, agency priorities, Governor's speech, and schedule of budget hearings.
RETENTION
Permanent. Retain for 8 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: 03/1999
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years and then transfer to State Records Center. Retain in State Records Center for 3 years and then transfer to State Archives with authority to weed.
APPRAISAL
Administrative Fiscal Historical
This disposition is based on the secondary historical value to researchers interested in Utah's governors and their budget processes.
PRIMARY DESIGNATION
Public
SECONDARY DESIGNATION
Protected. UCA 63G-2-305(29) (2008)
AGENCY: Governor's Office of Planning and Budget
SERIES: 81433
TITLE: Management and budget reporter
DATES: 1979-
ARRANGEMENT: Alphabetical by agency
DESCRIPTION: These records contain the Management and Budget Reporter sent to all Utah state agencies each year to inform them of budget decisions for state government. The report includes information about budget projections, schedules of activities for budget preparation and uses, general instructions, guidelines and reminders.
RETENTION
Permanent. Retain for 8 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series is proposed and has not yet been approved.
FORMAT MANAGEMENT
Paper: Retain in Office for 5 years and then transfer to State Records Center. Retain in State Records Center for 3 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
Administrative Fiscal Historical
This disposition is based on the value of this report to researchers.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 81700
TITLE: Deputy Director/State Planning Coordinator's administrative files
DATES: 1964-
ARRANGEMENT: Alphabetical by subject
DESCRIPTION: These are the files of the officer who acts as the governor's advisor on state, regional, metropolitan, and local governmental planning matters relating to public improvements and land use. These files include copies of the governor's speeches, task force working papers, policy background papers and recommendations, analysis of block grants, agenda and minutes of the State Planning Advisory Committee, and correspondence.
RETENTION
Permanent. Retain for 3 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years and then transfer to State Records Center. Retain in State Records Center for 1 year 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
Administrative Historical
The records of an official who acts as an advisor to the governor have long-term research potential. The reference staff may later want to review the records and weed out any that are less valuable.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 84197
TITLE: Budget recommendations reports
DATES: 1923-
ARRANGEMENT: Chronological
DESCRIPTION: Agency reports at the end of the fiscal year on the status of appropriation accounts and apportionment.
RETENTION
Permanent. Retain for 7 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: 04/01/2004
FORMAT MANAGEMENT
Paper: Retain in Office for 2 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.
Microfilm master: Retain in State Archives permanently with authority to weed.
Microfilm duplicate: Retain in State Archives permanently with authority to weed.
APPRAISAL
Administrative Fiscal Historical
This disposition is based on the value to researchers of Utah's political history and the fiscal operations of the state.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 84198
TITLE: Budget hearing records
DATES: 1984-
ARRANGEMENT: Chronological
DESCRIPTION: These reports document hearings held to address state agency budgets. The hearings are used as a forum to discuss the Budget in Brief reports in order for the Governor to make his recommendations to the Legislature.
RETENTION
Permanent. Retain for 7 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: 12/1998
FORMAT MANAGEMENT
Paper: Retain in Office for 2 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
Administrative Fiscal Historical
These reports document the decisions for agency budgets and are historically and fiscally valuable.
PRIMARY DESIGNATION
Public
AGENCY: Governor's Office of Planning and Budget
SERIES: 84200
TITLE: Governor's detailed recommendations records
DATES: 1987-
ARRANGEMENT: chronological
DESCRIPTION: These records document the recommendations of the Governor to the Legislature concerning state agency budgets. The Legislature uses these recommendations in determining the budgets for each agency for the coming fiscal year.
RETENTION
Permanent. Retain for 7 year(s)
DISPOSITION
Transfer to Archives.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 12/1998
FORMAT MANAGEMENT
Paper: Retain in Office for 2 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
Administrative Fiscal Historical
These records are historically and fiscally valuable.
PRIMARY DESIGNATION
Public