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EPA Records Schedule 099

Status: (to be superseded) Final, 02/13/2007

Title: Pilot Projects

Program: All Programs

Applicability: Agency-wide

Function: 108 - Environmental Management

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.


Contains supporting documentation relating to pilot projects which explore new technologies, cleanup methods, etc., to improve the environment in a variety of ways. Frequently a pilot is conducted on a small scale to determine the feasibility of full-scale implementation. Examples include the Medical Waste Tracking demonstration program, Environmental Leadership Pilot Project which encourages facilities to develop innovative auditing and compliance programs and to reduce the risk of non-compliance through pollution prevention practices, and the Delaware Estuary project designed to facilitate access to environmental data in the Delaware Estuary Region. Records consist of proposals, monitoring and measurement plans, correspondence, progress reports, and related documentation.

Excludes: Final reports scheduled as EPA 258 and unsuccessful bids and proposals scheduled as EPA 275.

Disposition Instructions:

Item a: Record copy


If the pilot project becomes a new Agency program, the records must be scheduled separately. A copy of the final report, along with any background documentation generated before the pilot project was initiated, may be filed with program development files covered by EPA 145. Copies incorporated into other files are to be retained according to the disposition instructions for the records they support.

Unsuccessful bids and proposals are covered in EPA 275. Final deliverables and reports are scheduled as EPA 258.

Documentation for pilot projects for electronic systems is covered in EPA 304 for systems documentation.

Reasons for Disposition:

The disposition instructions have been rewritten as media neutral to allow for maintaining the record copy in EPA's electronic recordkeeping system. The retention has not changed.

Item b for electronic copies created with electronic mail and word processing applications deleted 09/26/2006 pursuant to NARA Bulletin 2006-04.


Multiple units

Related Schedules:

EPA 145, EPA 258, EPA 275, EPA 304

Previous NARA Disposal Authority:


Entry: 02/13/1995

EPA Approval: 01/09/2006

NARA Approval: 05/13/2006

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