![[logo] US EPA](http://www.epa.gov/epafiles/images/logo_epaseal.gif){kind=logo}
EPA Records Schedule 053
Status: Final, 04/30/2008
Title: Financial Management System (FMS)
Program: Financial Management
Applicability: Headquarters
Function: 402-124 - Accounting
NARA Disposal Authority:
This schedule authorizes the disposition of the record copy in any media (media neutral), excluding any records already in electronic form. Records designated for permanent retention must be transferred to the National Archives in accordance with NARA standards at the time of transfer.
- N1-412-94-2/5
Description:
Financial Management System (FMS) is the predecessor to the Integrated Financial Management System (IFMS) as EPA's official accounting and financial reporting system. FMS was replaced by IFMS in 1989. Certain functions, however, such as SPUR (Software Package Unique Reports) reporting and the validation of various accounts not currently handled by IFMS remain active.
Disposition Instructions:
Item a: Electronic software program
This item is to be used only by the Office of the Chief Financial Officer, Office of Financial Management, Financial Systems Staff at Headquarters.
-
Disposable
-
Destroy when no longer needed to ensure access to, and use of, the electronic records throughout the authorized retention period.
Item b: Input
-
Varies
-
Follow instructions for EPA 171.
Item c: Electronic data
This item is to be used only by the Office of the Chief Financial Officer, Office of Financial Management, Financial Systems Staff at Headquarters.
-
Disposable
-
Maintain individual records 6 years and 3 months after final payment, then delete when no longer needed unless related to the Superfund program cost recovery efforts (see Agency-wide Guidance).
Item d: Output and reports
-
Varies
-
File with related records and follow instructions for the related records.
Item e: System documentation
This item is to be used only by the Office of the Chief Financial Officer, Office of Financial Management, Financial Systems Staff at Headquarters.
-
Disposable
-
Close when system is discontinued.
-
Follow instructions for EPA 304, item a(1).
Guidance:
Records related to Superfund cost recovery are to be retained according to the disposition instructions for EPA 024.
The Integrated Financial Management System is scheduled as EPA 054.
Reasons for Disposition:
The following change was made in the 04/30/2008 version:
- Revised disposition instructions for item b.
The following changes were made in the 03/31/2008 version:
- Changed disposition instructions for items a and b.
- Added applicability to disposition items a, c and e.
- Revised title and disposition instructions for disposition item e.
Records must be held for cost recovery and audit purposes.
Custodians:
Office of the Chief Financial Officer, Office of Financial Management, Financial Systems Staff
- Contact: Mark Bolyard
- Telephone: 202-564-4968
Related Schedules:
EPA 024, EPA 054, EPA 171, EPA 304
Previous NARA Disposal Authority:
Entry: 05/14/1992
EPA Approval: 10/07/1993
NARA Approval: 11/27/1996