Records Schedules

Note: Some links on this page open pdf files, which require the free Acrobat Reader.

Disposal of records needs to be coordinated with the Records Manager to verify no legal holds apply.

Epidemiological (EPI) Moratorium    
The Secretary of Energy placed a moratorium on records destruction of epidemiological records on March 15, 1989 which is still in effect. These records cover environmental monitoring; health and safety; administrative organization and management; process and material controls; as well as work history, assignments and locations. These records may *not* be destroyed, even if past the retention period outlined in the records schedules, until the moratorium is officially lifted.

Digitization Projects    
Staff who undertake digitization of paper records need to be aware that their project(s) must meet U.S. federal government digitization requirements as specified in 36 CFR Chapter XII, Subchapter B, Part 1236, Subpart D.

For assistance in applying or developing a records schedule for your unit, please contact the SLAC Records Manager

Records
(series or type)

Creating Office

Applicable File Plan(s)
/ Records Control Schedules

Director's Office Records SLAC Director's Office SLAC DO Schedule
Administrative Records Multiple Offices DOE Administrative Records Schedules
DOE5.1/GRS 5.1 Common Office Records
 Contractor Assurance DOE Administrative Records Schedules
Particularly ADM16 e.g. Item 1.3
Performance Indicators,
retention of 5 years (N1-434-98-19)
Cartographic, Architectural
& Engineering Records		 Design, Document Control,
Engineering,
Project planning groups		 DOE Administrative Schedule 17
For project planning,
Item 30.C.1 (NC1-4-4-78-2)
Communications records Strategic Communications
& External Affairs (SCEA) staff		 DOE Administrative Records Schedules
particularly
ADM14 and ADM21
CRADAs and TARC records Proposal Advancement
Office, Research
Partnerships &
Technology Transfer		 DOE 1.2 Grant and Cooperative
Agreement Records Schedule
NOTE: TARC records retention based
on SLAC's legal and business needs to be
reviewed as specified by the TARC policy.
Environment or Safety
records		 ES&H Division DOE Environmental Records Schedules OR
DOE Administrative Records Schedule 1,
items 21.2 through 22, and 29.2 OR
DOE Administrative Records Schedule 18
items 11.1, and 35 through 37 OR
DOE 2.7 / GRS 2.7 Employee Health & Safety Records
(Please consult with AHRO)
Finance Records Business Services Division GRS 1.1 Financial Management and Reporting
Records Schedule OR
DOE 1.1 for DOE records not covered above
DOE 1.3 OR GRS1.3 for Budgeting Records.
Information Technology
Operation and
Management		 Computing, Office of the
Chief Information Officer		 GRS 3.1 General Technology Management
GRS 3.2 information Systems Security 
GRS 6.3 Information Technology
NOTE: SLAC Computer Account Authorization
forms (GRS3.2, item 011) retention set to 85
years (4/20/2011)
Personnel Records Human Resources SU Administrative Guide Chapter 2; DOE
Administrative Records Schedules;
DOE 2.1-2.4, 2.6 Employee Records Schedules
Procurement, Supply
and Grant records		 Business & Technology
Services		 DOE Administrative Schedule 3
(NOTE: DOE ADM 3.14.2b to be rescinded)
Property Disposal Property Control, Salvage DOE Administrative Schedule 4
R & D records Research Divisions DOE R & D Records Schedule
DOE R&D Individual Researchers Schedule
  BaBar Collaboration DOE R&D Schedule and
BaBar Records Schedule
 FGST/GLAST DOE R&D Schedule and
NASA Records Retention Schedule
NRRS1441.1 Schedule 7 and Schedule 8
 Mechanical Engineering &
Technical Support		 Controls Administration and Management
Controls Safety Systems Schedule

Mechanical Design - Document Control
Project Planning and Design files:
 DOE ADM 17 30.C.1 (NC1-434-78-2)
 Instrumentation &
Controls Division		 DOE R& D Schedule and Controls
Safety Systems Schedule
Space & Maintenance
records		 Facilities & Operations DOE Administrative Schedule 11
Travel & Transportation
records		 Travel Office DOE Administrative Schedule 9
Visitor and User Access
records		 Multiple offices Visitor and User Access
Records Disposition Schedule (rev. 2023)
Web sites Multiple offices SLAC Web Site Records Control Schedule

SLAC Prior Organizational Units File Plans / Records Schedules

DOE Records Schedules / File Plans

NOTE: DOE is in a multi-year process of updating records schedules. Please contact the SLAC Records Manager to confirm current schedules.