Services Free of Charge:
- R&D Records Outreach Program provides consultation, boxing, transporting, processing, indexing, and limited scanning of research and development (R&D) records
- Business Records consultation and data entry
- Records transfer and storage
- Records retrieval
- Training workshops on records management information on federal and state records-keeping requirements
- Identification, storage and display of the Laboratory's historical artifacts
- Guidance on Managing Electronic Records
Commonly Used Records Schedules: Contact [email protected] for additional records retention schedule information
Type of Record | Schedule Citation | Retention |
Financial Records: Accounts Payable, Procurement, POs, RFICs, invoices, travel receipts, credit card payments | Destroy 6 years after final payment or cancellation, but longer retention is authorized if required for business use. | |
Personnel files | 75 years after employee separation | |
Medical files | 75 years after employee separation | |
R&D Technical Documents | 10 years to permanent depending on significance of project | |
LETS signature sheets | DO NOT DESTROY. This series is currently covered by the EPI Moratorium. | |
Facilities project files and as-built drawings for buildings | permanent | |
Strategic Partnerships Projects | 10 years | |
CRADAS – official signed agreement/contract | permanent | |
CRADAS – project files | 10 years | |
Patent files | 25 years | |
Office administrative files for day-to-day administration | 2 years (records not transferred to FRC due to short retention) |
Records Management Requirements
DOE ORDER 243.1B Adm Chg 1 Records Management Program
LBNL Requirements and Policies Manual - Archives and Records Management Policy
36 CFR Chapter XII, subchapter B - Records Management
LBNL Prime Contract DEAR Clause - Access to and Ownership of Records
Records Liaison Program - LBNL Records Liaison Officers
Special Archives and Records Projects
In addition to the regular services listed above, the Archives and Records Office has completed a number of special records projects in cooperation with the Department of Energy:
- Records Inventory
- Human Radiation Experiments Records Search and Retrieval Project
- OpenNet Database of Declassified Documents
