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0 NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Records Schedule: DAA..Q220-2014-000B Request for Records Disposition Authority plies to Schedule Subj c Request for Records Disposition Authority Records Schedule Number DAA-0220-20 14-0008 Schedule Status Returned Without Action Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and Boards Agency-wide Property & Records Management Internal agency No be provided " . Background Information terial related to Property & Management Item Count Number of Total Disposition Items GAO Approval c ' 0 Number of Temporary Disposition Items · Number of Withdrawn 13 Disposition Items Electronic Records Archives Page 1 of 19 PDF Created on: 11/13/2014

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Page 1: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

0

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Records Schedule: DAA..Q220-2014-000B Request for Records Disposition Authority

plies to

Schedule Subj t~

c Request for Records Disposition Authority

Records Schedule Number DAA-0220-20 14-0008

Schedule Status Returned Without Action

Agency or Establishment Recovery Accountability and Transparency Board

Records of Tempora-rY dommittees, Commissions, and Boards

Agency-wide

Property & Records Management

Internal agency co~~~~will· No be provided /~7 "

. ~-Background Information ~ ~terial related to Property &Record~ Management

Item Count

Number of Total Disposition Items

GAO Approval

c • '

0

Number of Temporary Disposition Items ·

Number of Withdrawn

13

Disposition Items

Electronic Records Archives Page 1 of 19 PDF Created on: 11/13/2014

Page 2: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

Outline of Records Schedule Items for DAA-0220-2014-0008

Sequence Number

2

3

4

5

6

7

8

9

10

11

12

13

Records Management, Creation, and Disposition ~-

Disposition Authority .Number: DAA-0220-2014-0008-0001 J

Forms Management Disposition Authority Number: DAA-0220-2014-0008-0002

ommunications Management 'sposition Authority Number: DAA-0220-2014-0008-0003

~ries ~n Authority Number: DAA-0220-2014-0008-0004 ~,.:

Info ~esources Dispos' !2'ority Number: DAA-0220-20~4-0008-0005

Inventories ~ · Disposition Number: DAA-0220-20:4-0008-0006

Space ~ . Disposition Authon urn r: DAA-0220-2014-0008-0007

·~

Parking · · Disposition Authority Numb ~220-2014-0008-0008

Management Services ~ Disposition Authority Number: D 2 -2014-0008-0009

Credentials ~ Disposition Authority Number: DAA-02. -0008-0010

-~.Procurement and Contracting · ~ Disposition Authority Number: DAA-0220-201 ~~1

Supplies . . Disposition Authority Number: DAA-0220-2014-0008- ·~

Printing and Binding" +

nji;.;

Electronic Records Archives Page 2 of 19 PDF Created on: 11/13/2014

/

Page 3: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

Records Schedule Items

Sequence Number

Records Management, Creation, and Disposition

Disposition Authority Number DAA-0220-20 14-0008-0001

aterial pertaining to paper and electronic records management, including: filing systems, creation, maintenance, security, transfers, and disposition of records;·

osal schedules and reports; records survey; paperwork management; file ,..,...,..~rs for correspondence, audit and investigative reports; reference material,

e ·/ .6

::~~rA :::::~ Is this item ~e/~al? Yes

Do any of the rec\..~2 No by this item currently ist electronic format(s) oth han~ mail and word processing?

Disposition Instruction ,.. / ;c Cutoff Instruction ~~~~tend of fiscal year.

Retention Period Destro diately after termination of commission.

Additional Information ~ .6

GAO Approval Not RequiredVr·~.

2 Forms Management 4 Disposition Authority Number DAA-0220-2014-0008-0,~~

Records pertaining to proposed new forms or revisions ~~· forms design, o.bsol~te f~~ms, use of forms, and procurement of forms / . Ftnal DtspoSitton Temporary ~0 Item Status Withdrawn ~ /

Is this item media neutral? Yes

Do any of the records covered No by this item currently exist in electronic format(s) other thane-mail and word processing?

Disposition Instruction ·

Cutoff Instruction Cutoff files at end of fiscal year.

Electronic Records Archives Page 3 of 19 PDF Created on: 11/13/2014

Page 4: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

Retention Period . Destroy immediately after termination of commission. ..

Additional Information

GAO Approval Not Required

3 Communications Management

Disposition Authority Number DAA-0220-20 14-0008-0003

aterial pertaining to all Verizon, Apple iOS and BlackBerry communication

Temporary

,-,~tus Withdrawn .

ls~~rr;.m~dia neutral? . Yes

Do aV~cords covered No , by this it~~5· tly exist inc~1 electronic f 1 a r. other than e- . mail and word ~g?

Disposfiion lnstru~ '

Cutoff Instruction tJ;;off files at end of fiscal year.

Retention Period 'iY immediately after termination of commission. z . Additional Information

GAO Approval No~ed 4 -~~0 .Directories

Disposition Authority Number DAA-0220-2~~jt-0004 Material pertaining to office directories, tel~ directories, and mailing

Final Disposition Temporary ~

::e:i:;~::smedia neutral? ~Neoi~d!awn 0b6 Do any of the records covered , il1 by. this item currently exist in ·~ electronic format(s) other thane-mail and word processing?

Disposition Instruction

Cutoff Instruction Cutoff files at end of fiscal year.

Retention Period Delete/destroy upon termination of the commission. *In the event the commission becomes permanent and/or supersedes the Sl,mset date, the following disposition authority applies: GRS 3, Item 2 General Correspondence Files - Correspondence files of

Electronic Records Archives Page 4 of 19 PDF Created on: 11/13/2014

Page 5: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Records Schedule: DAA-()220·2014-0008 Request for Records Disposition Authority

operating procurement units concerning internal operation and administration matters not covered elsewhere in this schedule. Destroy when 2 years old.

Additional Information

GAO Approval Not Required

5 nformation Resources

DAA-0220-2014-0008-0005

I pertaining to informatio'n technology (IT), applications development, a ~icdata processing (ADP) management, microcomputers, computer o ~and performance evaluations, ADP equipment inventories, ADP. user Qord processing (WP) management, WP operating procedures, WP trar i , · rographics management', data communications, computer message r ~-ion, data that management, data dictionaries, documentation standards, pr . ming languages, data representations, ADP security plan, ADP contingency pia , ~lysis .

Finai Disposition ·y~emporary · .

Item Status it rawn

Is this item media neutral? "[e;~• Do any of the records covered troJ0. by this item currently exist in electronic format(s) other than e­ 0 mail and word processing? ~~

Disposition Instruction V ~

Cutoff Instruction Cutoff files at en~f~ar. Retention Period Destroy immediately aft,~nation of commission.

Additional Information \.~ • ·('~

GAO Approval Not Required . 0~. 6 Inventories

Disposition Authority Number DAA-0220-20 14-0008-0006

Material related to property inventories including reports, transfers, Board of Survey, acquisitions, and disposals

Final Disposition Temporary

Item Status Withdrawn

Is this item media neutral? Yes

Electronic Records Archives Page 5 of 19 PDF Created on: 11/13/2014

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1

·~··

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

~A · 'A

Do any of the records covered No by this item currently exist in electronic format(s) other than e-mail and word processing?

Disposition Instruction

Cutoff Instruction Cutoff files at end of fiscal year.

Delete/destroy upon termination of the commission. *In the event the commission becomes permanent and/or supersedes the sunset date, the following disposition authority applies: GRS 3, ltem(s) 8, 9 Inventory Requisition F.ile. Requisitions for supplies and equipment for current inventory - a. Stockroom copy. Destroy 2 years afte·r completion or cancellation of requisition. b .. All other copies. Destroy

~ ~ . when 6 months old. lnv~ntory Files - a. Inventory ~ lists. Destroy 2 years from date of list. b. Inventory \.~ cards. Destroy 2 years after discontinuance of item,

V 2 years after stock balance. is transferred to new card

acorded under a new classification, or 2 years equipment is removed from agency control. ,ort of survey files and other papers used as

e or adjustment of inventory. records, not o · covered in the GRS. Destroy 2 years after date f action or date of posting medium.

Additional Information ~ ~

GAO Approval Not RequiredVr Space

Disposition Authority Number DAA-0220-2014-0008-0 7

Final Disposition Temporary

Item Status Withdrawn

Is this item media neutral? Yes ~ Do any of the records covered No by this item currently exist in electronic format(s) other thane-mail and word processing?

Disposition Instruction ,,

Cutoff Instruction Cutoff files at end of fiscal year.

Electronic Records Archives Page 6 of 19 PDF Created on: 11/13/2014

Page 7: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA·D22D·2D14·DDD8

Retention Period Delete/destroy upon termination of the commission. *In the event the commission becomes permanent and/or supersedes the sunset date, the following disposition authority applies: GRS 11, Items 1-5

.~_.. Space and Maintenance General Correspondence Files - Correspondence files of the unit responsible for space and maintenance matters, pertaining to its own administration and operation, and related papers. Destroy when 2 yea-rs old. Agency Space Files - Records relating to the allocation,- utilization, and release of space under agency control, and

I~ related reports to GSA. a. Building plan files, ~/ .6 surveys, and other records utilized in agency space V ..A planning, assignment, and adjustment. Destroy

' ~ 2 yea~s after termination of assignment, or when lease 1s canceled, or when· plans are superseded

JC\ or obsolete. b. Correspondence with and reports \.~ to staff a~encies relating to agency space holdings

V and requrrements. (1) Agency reports to the GSA, · · ding Standard Form (SF) 81, -Request for

e, and related documents. Destroy when 2 S«>ld. (2) Copies in subordinate reporting units

~~~td work papers. Destroy when 1 year old. r:fr"~ ervice Files - Correspondence, forms, an e ecords relating to the compilation of .

· directo ~e listings. Destroy 2 months after issuance~.ti . Credentials Files - Identification credentials a Cl r: papers. a. Identification credentials inc Cl' cards, badges, parking permits, photographs, age C~P-s to operate motor· _ vehicles, and prope , · ng room and visitors ( passes, and other identi ~credentials. Destroy credentials 3 months after~u~ _,suing office. b. R_eceipts, indexes, listings, a~r~!),untable records. Destroy after all listed credenti~~re ccounted for. Building and Equipment Service ~~uests for building and equipment maintena ce rvices,

-· excluding fiscal copies. Destroy 3 mont s after work is performed or requisition is canceled.

Additional Information

GAO Approval Not Required 8 Parking

Disposition Authority Number DAA-0220-20 14-0008-0008

Electronic Records Archives Page 7 of 19 PDF Created on: 11/13/2014

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NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220·2014·0008

Material related to vehicle parking

Final Disposition Temporary ,;;­Item Status Withdrawn

Is this item media neutral? Yes

Do any of the records covered No by this item currently exist in electronic format(s) other than e-

ail and word processing?

RiS;:truction Cutoff files at end of fiscal year.

Destroy immediately after. termination of commission.

Addition~ation · GAO Approval ~ Not Required

9 Management Se~ ,

Disposition Authority ~r(I,;;0220-2014-0008-0009 Material related to gener o for work orders, pest centro

Final Disposition

Item Status

Is this item media neutral?

Do any of the records covered- . by this item currently exist in · electronic format(s) other thane- ~ mail and word processing? ·

1 Disposition Instruction ('_)( •

Cutoff Instruction Cutoff files at end of fiscal ye<~ _

Retention Period Delete/destroy upon termination ~~mission. *In the event the commission be~ anent and/or supersedes the sunset date, the lowing disposition authority applies: GRS 3, Item 2 General Correspondence Files - Correspondence files of operating procurement units concerning internal operation and administration matters not covered elsewhere in this schedule. Destroy when 2 years old.

Additional Information

e ~ices such as building maintenance, requests ~~-,J( ~~~

No 7

Electronic Records Archives Page 8 of 19 PDF Created on: 11/13/2014

Page 9: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION _Request for Records Disposition Authority Records Schedule: DAA-0220-2014.0008

GAO Approval Not' Required

10 . Credentials 'I

Disposition Authority Number DAA-0220-20 14-0008-001 0

Materia'! related to the issuance and accountability of RATS identification ,.,.

Final Disposition Temporary

Withdrawn

Yes

-.J~.at~.ny of the records covered · N·o tem currently exist in

el ~!rmat(s) other thane­m ~rd processing?

Disp6s~uction Cutoff lnstr:Ct~l(\ Cutoff files at end of fiscal year.

Retention Period\.'N _Destroy immediately after termination of commission.

Additional lnforma~~ GAO Approval ~quired .

11 Procurement and Contractin "/~~~ Disposition Authority Number ·oA('~ 2014-0008-0011

Material relating to fequests for smal ~ses or contracts

Final Disposition Tempera~/ ~

Item Status vyjthdrawn V ~ Is this item media neutral? Yes ~~ Do a_ny of the records covered ~0 _ a by this item currently exist in electronic format(s) other thane- . ~. mail and word processing? · . . ('/ ~

Disposition Instruction 0 Cutoff Instruction Cutoff files at end of fiscal year. ·

Retention Period Delet~/destroy upon termination of the commission. *In the event the commission becomes permanent and/or supersedes the sunset date, the following disposition authority applies: GRS 3, Items, 1-3, 5, 10, 17 Real Property Files -Title papers documenting the acquisition of real pro'perty (by purchase, condemnation, donation, exchange, or otherwise), excluding records relating to property acquired

Electronic Records Archives Page 9 of 19 PDF Created on: 11/13/2014

Page 10: Recovery, Accountability, and Transparency Board: … · Agency or Establishment Recovery Accountability and Transparency Board Records of Tempora-rY dommittees, Commissions, and

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NATIONAL ARCHIVES AND RECORDS ADMINISTRATION , Request for Records. Disposition Authority Records Schedule: DAA-0220.-2014-0008

prior to January 1, 1921. a. Records relating to property acquired after December 31, 1920, other than abstract or certificate of title. Dispose 1 0 years after unconditional sale or release by the Government of conditions, restrictions, mortgages

· or other liens. b. Abstract or certificate of title. Transfer to purchaser after unconditional. sale or _release by the Government of conditions, restrictions, mortgages, or other liens. [NOTE: Records relating to property acquired prior to January 1 ~ 1921, are not covered by the GRS and must be scheduled by submission of a Standard Form (SF) 115 to NARA.] General Correspondence Files - Correspondence files of operating procurement units concer_ning internal operation and administration matters not covered elsewhere in this schedule. Destroy when 2 years old. Routine Procurement Files- Contract, requisition, purchase order, lease, and bond and surety records, including correspondence and related papers pertaining to award, administration,

eipt, inspection and payment (other than those ~Ja~·~d in items 1 and 12). a. Procurement ·or

rganization copy, and related papers. ( ction dated on or a~er July 3, 1995 (the e te of the Federal Acquisition Regulations ( ) ning "simplified acquisition threshold"). (a) Trans that exceed the simplified acquisition t s ~nd all construction contracts exceeding $2, stray 6 years and 3 months after final payme .~b)actions at or below the T simplified acquisitio old and all construction contracts at or below $2 ,O~estroy 3 years after final payment. (2) Transa~~e~ earlier than July 3, 1995. (a) Transactionst,'i~tilize other than small purchase procedures an~~struction contracts exceeding $2,000. Des~~s and 1

3 months after final payment. (b) Tra a ns that utilize small purchase procedures and construction contracts under $2,000. Destroy 3 years after final payment. [NOTE: Giveri the complexities of the rules on procurement, agencies should involve procurement officials when deciding which of the subitems to apply to a particular series of records.] b. .·.. Obligation copy. Destroy when f1,1nds are obligated.

~

c. Other copies of records described above used by component elements of a procurement office. for

Electronic Records Archives Page 10 of 19 PDF Created on: 11/13/2014

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·

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION -~ Records Schedule: DAA-0220-2014•0008Request for Records Disposition Authoriiy

.....

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·

·administrative purposes. Destroy upon termination . or completion. d. Data Submitted to the Federal Procurement Data System (FPDS). Electronic data file maintained by fiscal year, containing unclassified

· records of all procurements, other than small. purchases, and consisting of information required under 48 CFR 4.601 for transfer to the FPDS. Destroy or delete when 5 years old. [NOTE: Unique procurement files are not covered by this schedule. With the standardization of the Government-wide procurement process under the FAR, such files are unlikely to exist. However, if an agency believes that~ procurement-file that has long-term research value, the records officer should submit an SF 115.] Solicited and Unsolicited Bids and Proposals

. Files - a .. Successful bids and proposals. Destroy with related contract case files (see item 3 of this schedule b. Solicited and_ unsolicited unsuccessful bids and proposals. (1) Relating to small purchases

efined in the Federal Acquisition Regulation, FR Part 13. Destroy 1 year after date of award ~ payment, whichever is later. (2) Relating to

!Ions above the small purchase limitations irl"'4jjlj Part 13. (a) When filed separately from ' co t se files. Destroy when related contract is compl f~When filed with contract_case files. Destroy ~~ed contract case file (see item 3

. of this sched ).~nceled solicitations files. (1) Formal solicit offers to provide products or services (e.g., vitati for Bids, Requests

. for Proposals, Requ Quotations) which

. were canceled prior to a a contract. The fil.es include presolicitatio ~cfl~ljation on the

. requirement, any offers tha ¥'_yyened prior to the cancellation, documentatio~~ Government action up to the time of cancellati vidence .of th~ cancellation. Destroy 5 years er te of .cancellation. (2) Unopened bids. Retur o bidder­d. Lists or card files of acceptable bidders. Destroy when sup.erseded or obsolete. Telephone Records ~ telephone statements and toll slips. Destroy 3 years after period covered by related account. Small and Disadvantaged Business Utilization Files - Correspondence, reports, studies, goal

• 1

statements, and other records relating to the small

1:\.

· Electronic Records Archives Page 11 of 19 PDF Created on: 11/13/2014

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12

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

Additional Information

GAO Approval

Supplies

Disposition Authority Number

and disadvantaged business utilization progra.m, as required by Pub.L. 95-507. Destroy when 3 years old.

Not Required

DAA-0220-2014-0008-0012

aterial on requests, storage and provisions of office and other supplies

Temporary

Withdrawn

Yes

No

Retention Period

Transfer to purchaser after uncon le or release by the Government of condition estrictions, mortgages, or other liens. [NOTE: Records relating to property.acquired prior to January 1, 1921, are not covered by the GRS and must be ·scheduled by submission of a Standard Form (SF) 115 to NARA.] General Correspondence Files - Correspondence files of operating procurement units concerning internal operation and administration matters not covered elsewhere in this schedule. Destroy when

Electronic Records Archives Page 12 of 19 PDF Created on: 11/13/2014

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NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014·0008

-.~..

2 years old. Routine Procurement Files - Contract, requisition, purchase order, lease, and bond and surety records, including correspondence and related papers pertaining to award, administration, receipt, inspection and payment (other than those covered in items 1 and 12). a. Procurement or · .purchase organization copy, and related papers. (1) Transaction dated on or.after July 3, 1995 (the effective date of the Federal Acquisition Regulations (FAR) rule defining "simplified acquisition threshold"). (a) Transactions that exceed the simplified acquisition threshold and all construction.

· contracts exceeding $2,000. Destroy 6 years and 3 months after final payment. (b) Tran~actions at or below the simplified acquisition threshold and all construction contracts at or below $2,000. Destroy 3 years after final payment. (2) Transactions dated earlier than July 3, 1995. (a) Transactions ·· that utilize other than small purchase procedures . and all construction contracts exceeding $2,000.

stray 6 years and 3 months after final payment. (b) ~---- ctions that utilize small purchase procedures

onstruction contracts under $2,000. Destroy er final payment. [NOTE: Given the

c s of the rules on procurement, agencies shou ~procurement officials when deciding which of ~~·terns to apply to a particular . series of rec st?!bligation copy. Destroy when funds are obli e .. Other copies of records described above s§idmponent elements ofb . a procurement offic inistrative purposes. Destroy upon terminatio ~pletion. d. Data Submitted to the Fed era . ~~"'~t Data System (FPDS). Electronic data file tfljjltned by. fiscal year, containing unclassified record ~~ ocurements, other-than small purchases, and of information required under 48 CFR r transfer to the FPDS. Destroy or delete when 5 ars old. [NOTE: Unique procurement files are not covered by this scheduie. With the standardization of the Government-wide procurement process under the FAR, such files are unlikely to exist. However, if an agency believes that a procu~emerit file that has long-term research value, the records officer should submit an SF 115.] Supply Management Files - Files of reports on supply requirements and procurement

Electronic Rec,ords Archives Page 13 of 19 PDF Created on: 11/13/2014

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~ o

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

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matters submitted for supply management purposes (other than those incorporated in case files or other files of a general nature), exclusive of Department of Defense Reports reflecting procurement under exemptions authorized under Section 201 (a) of the Federal Property and Administrative Services Act of 1949 (40 U.S.C.';l-81 ). a. Copies received from _ _other units for internal purposes or for transmission to staff agencies. Destroy when 2 years old. b. Copies in other reporting units and related working documents. Destroy when 1 year old. Solicited and Unsolicited Bids and Proposals Files - a. Successful bids and proposals. Destroy with related contract case files (see item 3 of this schedule). b. Solicited and unsolicited unsuccessful bids and proposals. (1) Relating to small purchases as defined in the Federal Acquisition Regulation, 48

~0' CFR Part 13. Destroy 1 year after date of award or final payment, whichever is later. (2) Relating to

actions above the small purchase limitations CFR Part 13. (a) When filed separately from

case files. Destroy when related contract is d. (b) When filed with contract case files. ith related contract case file (see item 3 J

dule). c. Canceled solicitations files. (1) Forma tions of offers to provide products

, or servic Invitations for Bids, Requests for Proposal ts for Quotations) which were cancele 1 award of a contract. The files include pre- lic~1tatiocumentation on the requirement, any off were opened prior to the cancellation, docum ~ on any Government action up to the tirne of ca ce~·~and evidence of the cancellation. Destroy =fter date of • 'if:i,

cancellation. (2) Unopened bi to bidder. d. Lists or card files of acceptable ·~Destroy when superseded or obsolete. Publi ri r Files - Records relating to requisitions on th rinter, and all supporting papers. a. Printing procurement unit copy of requisition, invoice, specifications, and related papers. Destroy'3 years after completion or cancellation of requisition. b. Accounting copy of requisition. Destroy 3 years after period covered by related account. Non-personnel Requisition File - Requisitions for nonpersonal services, such as duplicating, laundry, binding, and other services

Electronic Records Archives Page 14 of 19 PDF Created on: 11/13/2014

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actio

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ­Request for Records Disposition Authority Records Schedule: 0AA.()220-2014-0008

(excluding r~cords associated with accountable officers' accounts (Schedule 6)). Destroy when 1

- year old. 8. Inventory Requisition File. Requisitions for supplies and equipment for current inventory.·a. Stockroom copy. Destroy 2 years after completion or cancellation of requisition. b. All other copies. Destroy when 6 months old. 9. Inventory Files. a. _Inventory·

JC\\.

lists. Destroy 2 years from date of list. b. Inventory cards. Destroy 2 years after discontinuance of item, 2 years after stock balance is trans,ferred to new card 1

0r recorded under a new classification, or 2 years after equipment is removed from agency control. c. Report of survey files and other papers used as evidence for adjustment of inventory records, not otherwise covered in the GRS. Destroy 2 years after date of survey action or date of posting medium. Telephone Records ~Telephone statements and

~0' toll slips. Destroy 3 years after period covered by related account. Contractors' Payroll Files

tractors' payrolls (construction contracts) itted in accordance with Department of Labor ~ions, with related certifications, antikickback

, and other related papers. Destroy 3 ~~-

date of completion of contract unless rformance is subject of enforcement

If!'\ date. Tax Exemption Files- Tax exemptio~~ates and related papers. Destroy 3 years after ri~vered by related account. Unsuccessful pplication Files - Applications, correspondence, nd~tecords relating to unsuccessful (reject - ithdrawn) applications. Destroy 3 years after rej §rwithdrawal. Grant Administrative Files - Carr SP. n~e and/or subject files relating to routine opera 5ddaily activities in administration of the grant p Destroy when 2 years old. [NOTE: Grant case fi ~h include accepted applications among many er. ocuments, . substantive correspondence and subje files relating · to grant programs, and final product files, cannot be scheduled in the GRS. The types and significance of grant programs and the contents of the files vary, so no single disposition can be applied to the files on a Government-wide basis. To schedule these records, agencies must submit an SF 115 to NARA.] Contract Appeals Case Files - Contract appeals case files arising under the Contracts Dispute Act, consisting

... Electronic Records Archives Page 15 of 19 PDF Created on: 11/13/2014

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NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220·2014-0008 .

of notices of appeal and acknowledgments thereof; correspondence between parties; copies of C!?ntracts, plans, -specifications, exhibits, change orders, and amendments; transcripts of hearings; documents received from parties concerned; final decisions; and all other related papers. a. Records created prior to October 1, 1979. Destroy 6 years, 3 months after final action on decision. b. Records created after September 30, 1979. Destroy 1 year after final action on qecision. Contractor's Statement of Contingent

· or Other Fees - SF 119, Statement of Contingent or Other Fees, or stateme·nt in lieu of the form, filed separately from the contract case file and maintained for enforcement or report purposes. Destroy when superseded or obsolete. Small and Disadvantaged Business Utilization Files - Correspondence, reports,

~ studies, goal statements, and other records relatinQ. \.~ to the small and disadvantaged .business utilization

program, as required by Pub.L. 95-507. Destroy 3 years old. Federal Activities Inventory m (FAIR) Act Records (created under OMB

r A-76, Performance of Commercial Activities) documenting implementation of OMB

a o. A-76, Performance of Commercial Ac · s hese records are created and maintained in pap lectronic formats and include but are not limite ntories, reviews, consultations, summary rep s~mercial activity codes, challenges, a , ecisions, planning documents, public announce nts, E ral Register notices, standard and strea ompetition documents, accountability statement :icalculations, and ­performance measures. T~·~urement files related to Circular No. - =·citations are scheduled under GRS 3, I , outine Procurement Files.] a. Circular N ~se files/studies maintained by office hav· g mary responsibility. Cut off when action is co pleted, hold 3 years, and retire to records center. Destroy 6 - 10 years after cut off. [NOTE: To implement this authority, each agency must select one fixed

~

-~-retention period·, between 6 and 10 years, for the entire series of Circular No. A-76_ case files or studies. Agencies are not authorized to use different retention periods for individual case files or studies. The agency should publish the chosen

Electronic Records Archives Page 16 of 19 PDF Created on: 11/13/2014

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.~.·

NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-D220-2014-0008

retention period in the agency's disposition manual, by directive, or any other issuance dealing with the disposition of these records.] b. ·Circular No. A-76 records maintained by other offices, including information copies and background material. Cut off upon completion of study. Destroy 2 years after cut off .

Not Required

13 ~...111i·.r,g and Binding

D. , ~o~Authority Number DAA-0220-2014-0008-0013

Mat~~uesting and providing printing and bindin~ services

Final Dis.po,~ Temporary ·

Item Status ~ Withdrawn .

Is this item media ne~ Yes

Do any of the records ~e~d , · by this item currently exist in electronic format(s) other tha ­mail and word processing? .

Disposition Instruction

Cutoff Instruction

Retention Period

Additional Information

GAO Approval

• / ~

~~

Destroy i a7fter termination of commission.

Nc:it Required · ~

C\o·~0 ~

Electronic Records Archives , Page 17 of 19 PDF Created on: 11/13/2014

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NATIONAL ARCHIVES AND RECORDS ADMINISTRATION Request for Records Disposition Authority Records Schedule: DAA-0220-2014-0008

Agency Certification

I hereby certify that I am authorized to act for this agency in matters pertaining to the disposition of its records and that the records proposed for disposal in this schedule are not now needed for the business of the agency or will not be needed after the retention periods specified.

Signatory Information

Date

03/27/20 rtify

11/13/2014

By

Veda Woods

Lauren Crisler

Title

CISO Deputy CIO

Appraiser

Organization

Recovery Accountability and Transparency Board - Information Assurance Office

National Archives and Records Administration - Records Management Services

Electronic Records Archives Page 18 of 19 PDF Created on: 11/13/2014

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