Current through Vol. 41, No. 13, March 15, 2024
(a)
Unless specifically provided otherwise by administrative rule, all budgeting
records shall be retained in house until placed in permanent storage. Such
documents shall be held in permanent storage for perpetuity. Once placed in
permanent storage, all such documents stored in house may then be retained or
destroyed at the discretion of the Director.
(b) The following records shall be retained
in house until placed in permanent storage. Such documents shall be held in
permanent storage for perpetuity. Once placed in permanent storage, all such
documents stored in house may then be retained or destroyed at the discretion
of the Director.
(1) OSBI budget requests
submitted to the Office of State Finance for development of Executive budget
and materials submitted from various divisions and other working papers used to
compile the agency budget.
(2)
Copies of OSF Form 55, Capital Outlay Projects; OSF Form 47, Detail of
Personnel by Sub-Activity; PSF From 47.1, Detail of Exempted Personnel by
Sub-Activity; OSF From 47.2, Detail of Professional Services by Sub-Activity;
OSF Form 16, detail of Expenditures by Sub-Activity; OSF Form 22, Summary of
Sub-Activities within an Activity; OSF From 17, Detail of Expenditures by
Activity; OSF From 21, Summary of Activities within an Agency; OSF From 33,
Estimate of Income To Agency Funds; OSF Form 48, Request for Allotment and/or
Appropriation Transfer; OSF Form 47, Detail of Personnel by
Sub-Activity-Revision; OSF From 47.2, Detail of Professional Services by
Sub-Activity-Revision; OSF Form 16, Detail of Expenditures by Sub-Activity-
Revision; OSF Form 22, Summary of Sub-Activities within an Activity-Revision;
OSF From 21, Summary of Activities Within an Agency-Revision; OSF Form 33,
Estimate of Income to Agency Funds-Revision budget requests and materials
submitted from various divisions and working papers used to compile OSBI budget
work program.
(3) Copies of OSF
Form 24A requesting that revolving and appropriated funds be posted to agency
accounts.
(4) Copies of OSF Form 48
requesting that appropriate funds be transferred to different line
items.
(5) Copies of letters
submitted to the Office of State Finance requesting the establishment of
treasury fund accounts.
