Policy & Guidance
Records Management Policy (PDF) (CIO 2155.3), February 10, 2015. (16 pp, 182K)
This Policy establishes principles, responsibilities, and requirements for managing EPA's records to ensure that the Agency is in compliance with federal laws and regulations, EPA policies, and best practices for managing records.
Records Management Manual, February 2007.
This Manual prescribes the requirements and responsibilities for conducting EPA's records management program to ensure that the Agency is in compliance with federal laws and regulations, EPA policies, and best practices.
EPA's official policies on how long to keep Agency records (retention) and what to do with them afterwards (disposition).
Preservation of Separating, Transferring or Separated Personnelís Records in accordance with the Federal Records Act PDF (EPA CIO 2155-P-04.0), December 2014 (9 pp, 106K) [EPA only]
These procedures describe how to manage records of separating, transferring or separated EPA personnel; the document includes the EPA Records Management Checklist for Separating/Transferring or Separated Personnel.
Essential (Vital) Records Procedure (PDF) (EPA 2155.P-01.1), March 2015 (3 pp, 102K) [EPA only]
These procedures prescribe the requirements and responsibilities for establishing and maintaining EPA's vital records program.
E-Mail Legal Requirements (General Counsel Memo), November 1995.
The purpose of this memorandum is to outline the legal responsibilities of Environmental Protection Agency (EPA) employees relating to the creation, maintenance and disposition of electronic mail.
Electronic Records and Document Management System (OIC/OTOP Memo), August 2003.
The purpose of this memorandum is to inform you of the Agency's decision to select Documentum as EPA's standard platform for records and document management applications.
Calendars of Agency Senior Officials (Chief Information Officer Memo), November 2007.
This is a reminder that your calendar and those of other Agency senior officials are designated as permanent government records.
Managing Records for Departing Senior Agency Officials (Chief Information Officer Memo), September 2008.
This memorandum is intended to serve as a reminder to all senior EPA officials of the responsibility to follow federal record-keeping requirements for maintaining and disposing of your Agency records when you leave EPA
Senior Agency Officials Separation or Transfer Records Checklist (superseded by Form 3110-49) For EPA only
Managing Records for Departing Senior Agency Officials (Chief Information Officer Memo), August 2007.
Scheduling Agency Electronic Information Systems as Required by Section 207(e) of the E-Government Act of 2002 (Chief Information Officer Memo), March 2008.
This memorandum reminds senior EPA officials of the responsibility to improve management of electronic records, including the identification and scheduling of electronic records and incorporating records management and archival functions into new information systems.
Tools Available for Implementing Electronic Records Management (PDF) (3 pp, 67K) (Office of Management and Budget Memo), March 2008.
This memorandum reminds agencies of the requirement to incorporate records management and archival functions into the design, development, and implementation of information systems and provides links to related guidance documents.
Scheduling Agency Electronic Information Systems as Required by Section 207(e) of the E-Government Act of 2002 (OIC Memo), May 2008. (PDF) (1 pp, 18K)
The purpose of this memorandum is to collect information to comply with the requirements of the National Archives and Records Administration (NARA) to develop records schedules for existing unscheduled electronic information systems.
See also: Laws & Statutes