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Additional Information

Services Free of Charge:

Commonly Used Records Schedules:  Contact aro@lbl.gov 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

GRS 1.1

Destroy 6 years after final payment or cancellation, but longer retention is authorized if required for business use.

Personnel files

DOE/ADM/1/1/1

75 years after employee separation

Medical files

DOE/ADM/1/21/1

75 years after employee separation

R&D Technical Documents

RCS/R&D/1B9

10 years to permanent depending on significance of project

LETS signature sheets

DOE/ADM/2/8

DO NOT DESTROY. This series is currently covered by the EPI Moratorium.

Facilities project files and as-built drawings for buildings

DOE/ADM/17/31D

permanent

Strategic Partnerships Projects

WFO/CRADAS/1/F2

10 years

CRADAS – official signed agreement/contract

WFO/CRADAS/2/A1

permanent

CRADAS – project files

WFO/CRADAS/2B

10 years

Patent files

DOE/ADM/14/45

25 years

Office administrative files for day-to-day administration

DOE/ADM/23/1A

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:

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