EPA Records Schedule 105

Status: Final, 02/29/2008

Title: Management Studies

Program: All Programs

Applicability: Agency-wide

Function: 304-107 - Management Improvement

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.

N1-412-07-2/2

Description:

Consists of staff studies; analyses of administrative policies and procedures; manpower surveys; organization and methods surveys and studies; activity, progress, management improvement, and other reports; and other related records.

Disposition Instructions:

Item a(1): Record copy - Nonelectronic

Permanent
Close file after completion of the study or report or when canceled.
Transfer to the National Archives in 5 year blocks 20 years after file closure.

Item a(2): Record copy - Electronic

Permanent
Close file after completion of the study or report or when canceled.
Transfer to the National Archives 5 years after file closure, with any related documentation and external finding aids, as specified in 36 CFR 1228.270 or standards applicable at the time.

Item a(3): Electronic copy of records transferred to the National Archives

Disposable
Close file upon transfer to the National Archives.
Delete after electronic record copy is successfully transferred to the National Archives.

Guidance:

See EPA 145 for program development files. See EPA 005 for other types of special studies. Records that document the ongoing management of programs should be retained according to the disposition instructions for EPA 006.

Previously scheduled items combined into this schedule were for the following programs: Organization and Management, Regional Operations, Intergovernmental Liaison, Water, Solid Waste, Emergency and Remedial Response, Toxic Substances, Enforcement and Compliance Monitoring, Mobile Source, Air Quality Planning and Standards, International Activities, Regional Administrator and Staff, Research and Development, Pesticides, Radiation, Information and Resources Management, Legislative, and Public Affairs. Specific item numbers are cited below.

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 is unchanged.

The following changes were made in the 02/29/2008 version:

Divided item a into three subitems, a(1)-(3).
Revised the titles of disposition items a(1)-(3).
Revised the disposition instruction for item a(3).

Item b for electronic copies created with word processing and electronic mail applications was deleted 08/15/2006 pursuant to NARA Bulletin 2006-04.

Custodians:

Multiple units

Related Schedules:

EPA 005, EPA 006, EPA 145

Previous NARA Disposal Authority:

NC174-118/1 and 2, NC-412-76-3/1a, NC1-412-76-15/2, NC1-412-77-5/6, NC1-412-85-3/3, NC1-412-85-4/3, NC1-412-85-6/3, NC1-412-85-7/3, NC1-412-85-10/3, NC1-412-85-12/3, NC1-412-85-13/3, NC1-412-85-15/1a, NC1-412-85-14/3, NC1-412-85-16/3, NC1-412-85-22/7a and 24a, NC1-412-85-24/51, N1-412-86-1/3, N1-412-86-3/3, N1-412-87-2/3, N1-412-87-5/3, N1-412-94-2/16

Entry: 08/18/1991

EPA Approval: 09/18/2006

NARA Approval: 01/26/2007

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EPA Records Schedule 105

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