AGENCY: Workers Compensation Fund Division. Administration
SERIES: 8512
TITLE: Budget and planning files
DATES: 1979-1990.
ARRANGEMENT: Chronological by date.
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 showing the total budget allocation per item, account 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. Management Productivity Reference files: contains quarterly and annual reports regarding the effectiveness of the fund as a whole and by bureau. It measures the number of claims processed as opposed to the number from the previous quarter and year. It shows the number of audits that the Fund has conducted on policy holders, the totals of premiums collected, the number of new policies written, and the totals of dividends issued to policy holders. 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
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: 11/1986
FORMAT MANAGEMENT
Paper: Retain in Office for 3 years and then destroy.
APPRAISAL
Administrative Fiscal
This retention is based on General Schedule 5, Item 2.
PRIMARY DESIGNATION
Public