DOE Records Disposition Schedules

 

1.0 FINANCE                                                                                                                                                                                                                                                                                                                                                                                                                                          

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use

DOE 1.1 Financial Management and Reporting Records

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

 

 

GRS 1.1 

DOE 1.2 Grants and Cooperative Agreement Records

 

Last Modified November 2020 (Transmittal 02)

 

[PDF] [FAQ] [Crosswalk]

GRS 1.2

DOE 1.3: Budget Records

 

Transmittal 03 (February 2021)

 

[PDF] [FAQ] [Crosswalk]

GRS 1.3

 

2.0 HUMAN RESOURCES

(DOE Specific Human Resource Schedules Submitted to NARA for approval July 2021)                                                                                                                                                                

Below are 2.0 schedule items that did not require NARA approval.

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use

DOE 2.1 Employee Acquisitions Records

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

GRS 2.1

DOE 2.2 Employee Management Records

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

GRS 2.2

GRS 2.3 Employee Relations Records

 

Last Modified October 2021 (Transmittal 04)

 

 [FAQ] [Crosswalk]

GRS 2.3

DOE 2.4 Employee Compensation and Benefits Records

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

GRS 2.4

GRS 2.5 Employee Separation Records

 

Last Modified October 2021 (Transmittal 04)

 

 [FAQ] [Crosswalk]

GRS 2.5

DOE 2.6 Employee Training Record

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

GRS 2.6

DOE 2.7 Employee Health and Safety Record

 

Last Modified October 2021 (Transmittal 04)

 

[PDF] [FAQ] [Crosswalk]

GRS 2.7

GRS 2.8 Employee Ethics Records

 

Last Modified October 2021 (Transmittal 04)

 

[FAQ] [Crosswalk]

GRS 2.8

 

The following DOE records disposition schedules are in process, any schedule listed under the relationship to current/previous schedules could change.  Links to the GRS are those on the NARA website and have not been updated for DOE use.  Use caution when utilizing the GRS if there is a DOE records disposition schedule with a longer retention.  If you are unsure contact the DOE RM
3.0 TECHNOLOGY

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use 

DOE 3.1 General Technology Management Records

GRS 3.1

DOE 3.2 Information Systems Security Records

GRS 3.2

 

The following DOE records disposition schedules are in process, any schedule listed under the relationship to current/previous schedules could change.  Links to the GRS are those on the NARA website and have not been updated for DOE use.  Use caution when utilizing the GRS if there is a DOE records disposition schedule with a longer retention.  If you are unsure contact the DOE RM
4.0 INFORMATION MANAGEMENT

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use 

DOE 4.1 Records Management Records

GRS 4.1

DOE 4.2 Information Access sand Protection Records

GRS 4.2

DOE 4.4 Library Records

New items

GRS 4.4

 

The following DOE records disposition schedules are in process, any schedule listed under the relationship to current/previous schedules could change.  Links to the GRS are those on the NARA website and have not been updated for DOE use.  Use caution when utilizing the GRS if there is a DOE records disposition schedule with a longer retention.  If you are unsure contact the DOE RM
5.0 GENERAL OPERATIONS SUPPORT

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use 

DOE 5.1 Common Office Records

GRS 5.1

DOE 5.2 Transitory and Intermediary Records

GRS 5.2

DOE 5.3 Continuity and Emergency Planning Records

GRS 5,3

DOE 5.4 Facility, Equipment, Vehicle, Property, and Supply Records

GRS 5.4

DOE 5.5 Mail, Printing, and Telecommunication Service Management Records

GRS 5.5

DOE 5.6 Security Records

GRS 5.6

DOE 5.7 Agency Accountability Records

GRS 5.7

DOE 5.8 Administrative Help Desk Records

GRS 5.8

 

The following DOE records disposition schedules are in process, any schedule listed under the relationship to current/previous schedules could change.  Links to the GRS are those on the NARA website and have not been updated for DOE use.  Use caution when utilizing the GRS if there is a DOE records disposition schedule with a longer retention.  If you are unsure contact the DOE RM
6.0 MISSION SUPPORT

DOE Records Disposition Schedule

Relationship to Previous Schedules

General Records Schedule Modified and Required for DOE Use 

DOE 6.1 Email Managed Under a Capstone Approach

New

GRS 6.1

DOE 6.2 Federal Advisory Committee Records

GRS 6.2

 

[GRS 6.2 Transfer Checklist]

DOE 6.3 Information Technology Records

GRS 6.3

DOE 6.4 Public Affairs Records

GRS 6.4

GRS 6.5 Public Customer Service Records

*Superseded by GRS 6.5

GRS 6.5

 

The following DOE records disposition schedules are in process, any schedule listed under the relationship to current/previous schedules could change.  Links to the GRS are those on the NARA website and have not been updated for DOE use.  Use caution when utilizing the GRS if there is a DOE records disposition schedule with a longer retention.  If you are unsure contact the DOE RM
DOE MISSION RELATED SCHEDULES

DOE Records Disposition Schedule

Relationship to Previous Schedules

DOE 19.1 Mission Related Administrative Records

DOE 19.2 Legal Services, Patents, and Invention Records

DOE 20.1 Environmental, Health, Safety, and Quality Program Records

DOE 20.2 Regulatory Compliance, Permitting, and Monitoring Records

DOE 20.3 Waste Management, Characterization, Shipping and Disposal/Cleanup

DOE 20.4 Laboratory Services

DOE 20.5 Nuclear Material / Product Management / Production / Reactor Development Records

DOE 20.6 Research and Development Records

DOE 20.7 Spent Nuclear Fuel Records

DOE 20.9 Management of Energy Programs and Innovative Technologies

DOE 20.10 Office of Scientific and Technical Information Program

DOE 21.0 Nuclear Weapons

* The General Records Schedules – Transmittal 32 (March 2022) issued by NARA *

Note:  When there is a DOE Records Disposition Schedule item and a General Records Schedule item, always utilize the DOE RDS item, if you are unsure, please email the DOE RM Mailbox (doerm@hq.doe.gov).

 

Enterprise Records Management Office (IM-41)

Email: DOERM@hq.doe.gov

RM Hotline:  (301) 903-3455