AGENCY: Department of Government Operations. Division of Finance
SERIES: 8327
TITLE: Budget and planning files
DATES: 1955-
ARRANGEMENT: None
DESCRIPTION: These are papers used to assist in the preparation of the division budget to justify budget requests presented to the department director. These files include working papers, cost statements, and rough data accumulated in the preparation of annual budget estimates -- including duplicate appropriation language sheets, narrative statements, and the bureau's copies of reports submitted to the budget office. It also contains reports on the status of appropriation accounts and apportionment. This information is used to justify budget requests: Budget summaries- low organizational number, program number, the fiscal year involved, the budget number, and a breakdown of budget items by classification, amount of the annual work program, the allotment year to date, the current month's expenditures, the year-to-date expenditures, and the uncommitted allotment balance; Long-term plans- gives the name of the department, name of the program, the low organizational number, the program title, the program authority, a low organizational number, the program title, the program authority, a statement of the problem or need, the program objective, the method to obtain the objective, the method of evaluation, the performance measures by year, the number of full-time positions required by the program by year, the total budget per year, the percent of collections per year, the percent of other funding sources per year, the long-run concerns, an analysis of the program's impact on the preliminary growth management policy, and the capital facility needs; Workload increase requests- gives the year of the request, an analysis of alternative, the specific request, Schedule Six data, posting control information, the additional funds needed to meet the workload increase and the means of securing the funds, a breakdown of the increased staffing needed including the title and grade of the positions, the additional salary and benefits costs, and a breakdown of the increases in other expenses such as travel and space.
RETENTION
Permanent. Retain for 5 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 2 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
Disposition based on the value of these records in documenting the budget process for the agency including working papers and supporting detail.
PRIMARY DESIGNATION
Public