Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources...
Transcript of Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources...
RE~UEST IIlUTHORITY TO DISPOSE OF RECORDS tRl-I (See l nstructions on elJerse) I
TO GENERAL SERVICES ADMINISTRA nON NATIONAL ARCHIVES AND RECORDS SERVICE WASHINGTON DC 20408
1 FROM (AGENCY OR ESTABLISHMENT) In accordance with the prcvrsrcns of 44 U SC 33030 the drs-Executive Office of the President posal request me ludlng amendments IS approved except (or rtems thot may be stomped disposal not approved or With-
drawn In column 10
3
4 NAME OF PERSON WITH WHOM TO CONFER
Nell Do Charles Howton 6 CERTIFICATE OF AGENCY REPRESENTATIVE Dale
I hereby certIfy that I am authorized to act for thiS ogency In matters pertcrnmq to the disposal of the agencys records that the records proposed for disposal In thrs Request of-49- page(s) ore not now needed for the bustneas of this ogency or will not be needed ofter the retention periods specified
Record Officer (Title)
97 8 DESCRIPTION OF ITEM SAMPLE OR 10ITEM NO (Wh Inclusive Dales or Rercnrion Periods) JOB NO ACTION TAKEN
See attached Record Schedule Record Schedule for the Human Resources Division
Office of Management and Budget
li~ STANDARD FORM 115 ReVISed November 1970 Prescribed hy General Services
Administration FPMR (41 CFR) 101-114 115-105
f
Human Resources Division
The Htnnan Resources Division is responsible for the examination
of budget requests programs operating methods and legislative
proposals of the Departments of Health Education and Welfare
Labor the Community Services Administration as well as the food
and nutrition programs of the Department of Agriculture In
addition numerous smaller agencies with related functions are
also the responsibility of the Division
T
HP~ - Division Office
Description
(ADlINISTRiTIVE RECORDS
(correspondence relating to the internal organizntion and management of the HRD -Division Office
Chronological File OrganizationWork Plans
It Noncurrent Record Transfers (OffiForm 56)
1 BUDGETARY RECORDS
Reference copies of budgetary records for the Human Resources Division budget
-PROGRAM RECORDS
Reference copies of program-related memorandastudies letters etc to the Director and others on individual programs or issuesstudy reports
LO~2ti()nof ~~ecord huthorized disposition I
I I I I I I I IHRD - DivisionTemporary -I I I Off1ce I ~eJire to Record Section A~ftv-Fhen 2 years old
lle88 a A e~h HUl eiSpGL
Whep PO lapSer poode+ for adwinistratiamp
jpllrpeiiOIl Start new files every
2 years
Nonrecord -Office reference copyDispose when obso Leteor
superseded
HRD - Divisio~Temporary -Office Do not retir2 to Record
Section -Dispose at end of fiscal year involved
Start new file each fiscal year bull
I IbullI mm - Divisi0tfTemporary -l Office Do not retire to Record
Section Dlsposet-lhen2 years old
or no longer needed for administrative purposeswhichever is sooner
Start new files every2 years
~
HRD - Division Office -
Descrip-tion
Legislamptive cLe arance items including printed m2te~i~ls and ralcted correspondence
EZECllDlE ORDsR J1D PROCIJ JIATIOn RECO~DS 4 RecorGs on Executive Orders and PrCc13Iations inclu~e LCterials on clearcnceuro preparationpresen~stion and FJblication
6 - NOmiddotCFFICIAL PAPE3S
Pa~ers of a private or nonofficial character ~hich Fertain only to an individuals personalaffairs that are kept in the office of an Omeoployee will be clearly designated by him as nonofficial and U_~_ at all times be filed separately poundrom th-official records of his office In cases vner-e matters requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official tusiness Hill be exbr-actedand made a part of t~e official files All extra copies of documents preserved only for convenacnce of reference and stocks of v~blications and processed documents
Location Juthorizecldisposition of Record
Leg Ls Lc t Lve See LRD Schedule Reference Division
All otller Temporary -Copies Dispose at the enclof
ecchCongressStart new file at the
beginning of each Congres
Legislative See LRD Schedule Reference Division
All other Temporary -Copies Dispose Hhen 2 years old
or when no longer needed for administrative purpofe~ - whichever ir- sooner
Start new file every2 years
HRD - Divisio~Temporary -Office Revieo1 year diseach and pos s
of all rr~terials that are obsolete or have been superseded
-
middote ffiD - Special Assistant for Budget
Loca t LcnDescription Authorized disQsitic1of H2corci
~ADMINISTRATrrE rtECORDS
Coz-respondcnce relating to the LrrternaL Special Temporary -organization und ~~1agement of the office of Assistant Dispose when 2 years old th~ Special Assistant for Budget for or when no longer bull
Budget needed for administra~ ~ Chronological File purposes whichever is
sooner start new files every
2 years
I IbullI I
Ir Noncurrent record transfers (OHB Form 56) Nonrecord -Branch reference copyDispose when obsolete
or superseded
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
f
Human Resources Division
The Htnnan Resources Division is responsible for the examination
of budget requests programs operating methods and legislative
proposals of the Departments of Health Education and Welfare
Labor the Community Services Administration as well as the food
and nutrition programs of the Department of Agriculture In
addition numerous smaller agencies with related functions are
also the responsibility of the Division
T
HP~ - Division Office
Description
(ADlINISTRiTIVE RECORDS
(correspondence relating to the internal organizntion and management of the HRD -Division Office
Chronological File OrganizationWork Plans
It Noncurrent Record Transfers (OffiForm 56)
1 BUDGETARY RECORDS
Reference copies of budgetary records for the Human Resources Division budget
-PROGRAM RECORDS
Reference copies of program-related memorandastudies letters etc to the Director and others on individual programs or issuesstudy reports
LO~2ti()nof ~~ecord huthorized disposition I
I I I I I I I IHRD - DivisionTemporary -I I I Off1ce I ~eJire to Record Section A~ftv-Fhen 2 years old
lle88 a A e~h HUl eiSpGL
Whep PO lapSer poode+ for adwinistratiamp
jpllrpeiiOIl Start new files every
2 years
Nonrecord -Office reference copyDispose when obso Leteor
superseded
HRD - Divisio~Temporary -Office Do not retir2 to Record
Section -Dispose at end of fiscal year involved
Start new file each fiscal year bull
I IbullI mm - Divisi0tfTemporary -l Office Do not retire to Record
Section Dlsposet-lhen2 years old
or no longer needed for administrative purposeswhichever is sooner
Start new files every2 years
~
HRD - Division Office -
Descrip-tion
Legislamptive cLe arance items including printed m2te~i~ls and ralcted correspondence
EZECllDlE ORDsR J1D PROCIJ JIATIOn RECO~DS 4 RecorGs on Executive Orders and PrCc13Iations inclu~e LCterials on clearcnceuro preparationpresen~stion and FJblication
6 - NOmiddotCFFICIAL PAPE3S
Pa~ers of a private or nonofficial character ~hich Fertain only to an individuals personalaffairs that are kept in the office of an Omeoployee will be clearly designated by him as nonofficial and U_~_ at all times be filed separately poundrom th-official records of his office In cases vner-e matters requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official tusiness Hill be exbr-actedand made a part of t~e official files All extra copies of documents preserved only for convenacnce of reference and stocks of v~blications and processed documents
Location Juthorizecldisposition of Record
Leg Ls Lc t Lve See LRD Schedule Reference Division
All otller Temporary -Copies Dispose at the enclof
ecchCongressStart new file at the
beginning of each Congres
Legislative See LRD Schedule Reference Division
All other Temporary -Copies Dispose Hhen 2 years old
or when no longer needed for administrative purpofe~ - whichever ir- sooner
Start new file every2 years
HRD - Divisio~Temporary -Office Revieo1 year diseach and pos s
of all rr~terials that are obsolete or have been superseded
-
middote ffiD - Special Assistant for Budget
Loca t LcnDescription Authorized disQsitic1of H2corci
~ADMINISTRATrrE rtECORDS
Coz-respondcnce relating to the LrrternaL Special Temporary -organization und ~~1agement of the office of Assistant Dispose when 2 years old th~ Special Assistant for Budget for or when no longer bull
Budget needed for administra~ ~ Chronological File purposes whichever is
sooner start new files every
2 years
I IbullI I
Ir Noncurrent record transfers (OHB Form 56) Nonrecord -Branch reference copyDispose when obsolete
or superseded
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
T
HP~ - Division Office
Description
(ADlINISTRiTIVE RECORDS
(correspondence relating to the internal organizntion and management of the HRD -Division Office
Chronological File OrganizationWork Plans
It Noncurrent Record Transfers (OffiForm 56)
1 BUDGETARY RECORDS
Reference copies of budgetary records for the Human Resources Division budget
-PROGRAM RECORDS
Reference copies of program-related memorandastudies letters etc to the Director and others on individual programs or issuesstudy reports
LO~2ti()nof ~~ecord huthorized disposition I
I I I I I I I IHRD - DivisionTemporary -I I I Off1ce I ~eJire to Record Section A~ftv-Fhen 2 years old
lle88 a A e~h HUl eiSpGL
Whep PO lapSer poode+ for adwinistratiamp
jpllrpeiiOIl Start new files every
2 years
Nonrecord -Office reference copyDispose when obso Leteor
superseded
HRD - Divisio~Temporary -Office Do not retir2 to Record
Section -Dispose at end of fiscal year involved
Start new file each fiscal year bull
I IbullI mm - Divisi0tfTemporary -l Office Do not retire to Record
Section Dlsposet-lhen2 years old
or no longer needed for administrative purposeswhichever is sooner
Start new files every2 years
~
HRD - Division Office -
Descrip-tion
Legislamptive cLe arance items including printed m2te~i~ls and ralcted correspondence
EZECllDlE ORDsR J1D PROCIJ JIATIOn RECO~DS 4 RecorGs on Executive Orders and PrCc13Iations inclu~e LCterials on clearcnceuro preparationpresen~stion and FJblication
6 - NOmiddotCFFICIAL PAPE3S
Pa~ers of a private or nonofficial character ~hich Fertain only to an individuals personalaffairs that are kept in the office of an Omeoployee will be clearly designated by him as nonofficial and U_~_ at all times be filed separately poundrom th-official records of his office In cases vner-e matters requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official tusiness Hill be exbr-actedand made a part of t~e official files All extra copies of documents preserved only for convenacnce of reference and stocks of v~blications and processed documents
Location Juthorizecldisposition of Record
Leg Ls Lc t Lve See LRD Schedule Reference Division
All otller Temporary -Copies Dispose at the enclof
ecchCongressStart new file at the
beginning of each Congres
Legislative See LRD Schedule Reference Division
All other Temporary -Copies Dispose Hhen 2 years old
or when no longer needed for administrative purpofe~ - whichever ir- sooner
Start new file every2 years
HRD - Divisio~Temporary -Office Revieo1 year diseach and pos s
of all rr~terials that are obsolete or have been superseded
-
middote ffiD - Special Assistant for Budget
Loca t LcnDescription Authorized disQsitic1of H2corci
~ADMINISTRATrrE rtECORDS
Coz-respondcnce relating to the LrrternaL Special Temporary -organization und ~~1agement of the office of Assistant Dispose when 2 years old th~ Special Assistant for Budget for or when no longer bull
Budget needed for administra~ ~ Chronological File purposes whichever is
sooner start new files every
2 years
I IbullI I
Ir Noncurrent record transfers (OHB Form 56) Nonrecord -Branch reference copyDispose when obsolete
or superseded
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
~
HRD - Division Office -
Descrip-tion
Legislamptive cLe arance items including printed m2te~i~ls and ralcted correspondence
EZECllDlE ORDsR J1D PROCIJ JIATIOn RECO~DS 4 RecorGs on Executive Orders and PrCc13Iations inclu~e LCterials on clearcnceuro preparationpresen~stion and FJblication
6 - NOmiddotCFFICIAL PAPE3S
Pa~ers of a private or nonofficial character ~hich Fertain only to an individuals personalaffairs that are kept in the office of an Omeoployee will be clearly designated by him as nonofficial and U_~_ at all times be filed separately poundrom th-official records of his office In cases vner-e matters requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official tusiness Hill be exbr-actedand made a part of t~e official files All extra copies of documents preserved only for convenacnce of reference and stocks of v~blications and processed documents
Location Juthorizecldisposition of Record
Leg Ls Lc t Lve See LRD Schedule Reference Division
All otller Temporary -Copies Dispose at the enclof
ecchCongressStart new file at the
beginning of each Congres
Legislative See LRD Schedule Reference Division
All other Temporary -Copies Dispose Hhen 2 years old
or when no longer needed for administrative purpofe~ - whichever ir- sooner
Start new file every2 years
HRD - Divisio~Temporary -Office Revieo1 year diseach and pos s
of all rr~terials that are obsolete or have been superseded
-
middote ffiD - Special Assistant for Budget
Loca t LcnDescription Authorized disQsitic1of H2corci
~ADMINISTRATrrE rtECORDS
Coz-respondcnce relating to the LrrternaL Special Temporary -organization und ~~1agement of the office of Assistant Dispose when 2 years old th~ Special Assistant for Budget for or when no longer bull
Budget needed for administra~ ~ Chronological File purposes whichever is
sooner start new files every
2 years
I IbullI I
Ir Noncurrent record transfers (OHB Form 56) Nonrecord -Branch reference copyDispose when obsolete
or superseded
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
-
middote ffiD - Special Assistant for Budget
Loca t LcnDescription Authorized disQsitic1of H2corci
~ADMINISTRATrrE rtECORDS
Coz-respondcnce relating to the LrrternaL Special Temporary -organization und ~~1agement of the office of Assistant Dispose when 2 years old th~ Special Assistant for Budget for or when no longer bull
Budget needed for administra~ ~ Chronological File purposes whichever is
sooner start new files every
2 years
I IbullI I
Ir Noncurrent record transfers (OHB Form 56) Nonrecord -Branch reference copyDispose when obsolete
or superseded
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Special Assistant for Budget
Dcscripticne BUDGEA~YRECO~DS
Bud~etarJ records rr~intained by the Special-Assistant for Budget reflect the budget process accordingto the fiscal year involved ft raquo~dget Fcr~lation and Pre~aration~
Ceiling Letter
Agency Estimate ~~b~issi~ns and Justifications Official Set (asrequired by CNB Circular A-II)-
Appeals
A1l~wance Letter
Special Exercises (ie Cutbacks Cont ingency O~t12Y Plan to Further
-Sti~late the Economy) ~
(lJ ~ Spri~g Planning Review
Directors Reviev
Presidential Review --
of -~cccru
14rJ Special- -r Assistant for ----
Budget
I)~ ==All ~ I cop~es
ftdge-t Review 1 Division
- I Ibull
bullbullI
~) All othc copies
t I J
I rI I I
bull bull
Lcc~tiG1 Authori~ed cJisr-osi~io-
t Perraanerrt -Close files at
-each fiscal involved
Retire closed
end of year
files to Record Section eversecond fiscal year
Offer to rIARS when 8 year-s old
Start new files for each fiscal year involved
Tecporary -Do not retire to Record
Section Dispose vhen obsoLete oz
no longer needed fer current businesswhichever is sooner
See R~D Sc~edule
Tcporcry-Do not retire to Record
Section Dispose when obsolete or
no longer needed for current businesshicLever is soener
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Special Assistant for Budget t ~~~~--l--------------------I ~J ___ J--~_ I J)tl--~(-lQ]-o-t-I 01 r-CCPQ l~ 4V_ Ld v U- __
f---=-~------1-- -------------- -----I
BUDGETY R~COImS (continued) II Is
St~plei--811tJ] -inn Ar=oef Budzet II
and Estilr1tes II
I Il) Agency submission and j us t Lf tc et Lon Special Permanent -
Assistant Close files nt end of for each fiscal ye~r
Budget involved Retire closed files to
Record Section everyscco~d fiscal year
Offer to NARS when 8 years old
Start new files for each fiscal year involved
I
a-)pceSide~lt IS appr-ove Ls to Congr ens of supple- Zudget RcvicHSge BRD Schedule mental and uccnded bud8et re~uests Dirision
I
~ClaiJlSand juugcrents Budget RC7ipwiI See BRD Schedule
Diviion II
I
Ic I
II
Special c22nentAssistant I Close fil~s at e~d - SF 132 - PIgtortiorJents and I
[
for I each fiscal ye2rReappor tLcnrncnt Schedules Budget I
I Lnvo Lved 0
I I Retire clos~d files to I I Record Section ev~ryI I seco~d fisC21 yeAr
t I
Ir Offer to vheni~IS 8I ----I I J-eoTS old
I I I I Str-t nev f1~es 10) CCCI I I -rn I iiscel - C~1
III
I I I I
I I IlQJSpecial I Tennorcry
_-I JJ Report on Budgcmiddot~ Execution I - r Assistant I Close files ct eD~ Ol for
I each fiscolI
I I in 101vei of l~ Budget I22) 221 222 I Retire closed files to
Cortditiorl II Record Section ~v~ryI I second iisc~l y--LlI Ion I clmiddotilJJe I clu I I S c~rrt n~middotf ~middot~s j ~C~ I I ILs caL year jn)l-rGI I I
II r
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
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IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
bullbull
lrnD - Special Assistant for Budget
LocationDescription of Hecord Authorized disposition
BUDGETARY RECORDS
The Special As sLst ant for Budgetis responsiblefor maintaining budgetary records for the following agencies
Department of Health Education and Welfare (except Work Incentive Program of the
Social and Rehabilitation Service)- Ceiling Letter
Appeals- Allowance Letter
~bullIbullbullbullbull
bull1
ManagJment
tbullbull
(Office of the Secretary) DepartmentalmiddotOffice for Civil RightsGeneral Departmental Management
ResearchPolicy
Independent AgenciesConnnitteefor Purchase from the Blind and
Other Severely HandicappedOlympic Sports Commission
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
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Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
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HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
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t
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middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
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bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
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See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
middot HRD - Special Assistant for Budget
Locat Lon fDescription I of Hecord ~ Aclthorized disposition--------------------------------------1---------------(--I I
Pl~OGRAM RECORDS I I r-
I I 1 I I
The prog ra-ns of the Special Assistant for Budget Special Permanent -are reflected in the cLng records (whichfollo
includes r-rogram-related m~moranda studiesletterc etc memoranda to the Director and others on individual programs or issues study reports)
Department of Health Education and Welfare _ (Office of the Secretary) Departmental Management
Office for Civil Rights General
General Departmental ManagementGeneral
Independent AgenciesCommittee for Purchase from the Blind and
Other Severely HandicappedGeneral
Olympic Sports Commission General
Assistant Close files at end of I
for Budge~ every secon_d calendar I year Retire closed files to I Record Section every I I second calendar year I
Offer to NARS when 8 I
years old Start new files every I
second calendar year
t I C I 1
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Special Assistant for Budget
Description
I()
These reco=ds consist of routine inquiriesreplies thereto other correspcndence L~ which no unusual adwL~istrative decisionspolicies or efforts are involved and administrative background ITBterials for f01IT~1 inforrrationalreleases
IL~COIGHESSIOJAL REFZRRPLS
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual adrrinistrative decisions policies or efforts ar e invol ved ana administrative backgrouud materials for formal informational releases1 RraLIC IN~~IRY
These records consist of routine inquiriesreplies thereto ether ccrre3ponc0nce in llhicLa unusua L acrrinis-rativedecisionspolicies or effor t s ar-e involved end 8rJrrinist=ntibQcl~GrowCwater rorve ials Ior-maL Lnformat LoncL r-e leas es
Location of Record
SpecialAssistant
for Budget
J I I I I I I I I
bullII I I t I I I
bullI
Authorized disposition
Temporary -Retire to Record Section
for disposal when 2 year-s old
Start new file every2 years
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
e HRD - Special Assistant for Budget
LocationDescrip-ti0n hthoizcd cisj)ositiJof necord
I 6
LEGISLATIVE RECCBDS q LeCisllttive See LPJ) Schedule Reierence
Legislamptive clearance items including printed Division materials and related correspondence J All Cther Temporary -
Copies Dispose at the end of eampch Congress
Start new file at the beginning of ~ach Congres11
EXECUTDlE ORDER fum PROCLtJoiltTIOH RECORDS ( Legislative See LRD Schedule Reference
Records on Executive Orders and Proclamations Division inclu~e ~cteri~1s on cle~ance preparation J presentation and puolicat~on All other Temporary -IFbull Copies Dispose vhen 2 years oldbullI or when no lenger neededbullI
I for administrative II purp0ses - whichever I iF sooner-
Start nev file every2 yearsIf
NOWFFICLlIL PAPERS Special Temporary -Assistant Review each year and dispos
Papers of a private or nonofficial character for of all rnater ials thamiddott are which pertain only to an individuals personal Budget obsolete or have been affairs that are kept in the office of an OMB supersededemployee will be clearly designated by him as nonofficial and will at all times be filed 8cparately from the offici~~ records of his Jffice In cases where mat+er-s requiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business dll be extracted and made a part of the official files All extra copies of documents preserved only for convenience of reference and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Labor Branch
Description
ADMINISTRATIVE RECORDS Correspondence relating to the internal organization and management of the Labor Branch
qOhronOlogical File Organization and Activities
_ Work Plan
t Noncurrent record transfers (OHB Form 56)
LCC2ticnof Hecord-I I I I I
Labor Branch
bullI bull1bullt I t I
bull bull bull1 I t 1 I I
t t ~ I
Authorized dispositic~
Temporary - Dispose when 2 years old
or Then no longerneeded for administra~ purposes whichever is sooner
Start new files every2 years
I II I t I I
I I II J 1 I I I t I bull I I t
Nonrecord -ampanch reference copyDispose when obsolete
or superseded bull
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
--e
HRD - Labor Branch
~L9cCtjCn01 vcccru1
~deetary records ~intained by the aborBranch cflect the budget process aGcording ~o the fiscal year involved mdget
1 Ibull1For~Jlation and Pre~aration
IcrLapor Ibull bullbulll PerraanerrtI) -
anch CopyCeiling Letter=- Close files at end ofI
IbullbullbullbullII
t
bull
middotecch fiscal yearAgency Estimate Sub~issions and
Justifications involved
Official Set (asA-Il)
Retire cl03ed files to Record Section everj
ye8rrequired by OHB Circular
second fisc~l
bull Offer to I1fmiddotR3 when oSAppeals - yeFJmiddotsoldbull Stert filesbullbulla
I for eachbullbullbullt Allalance Letter nev fiscal involvc~year
Special Exercises (ie Cutbacks ContinGency OJtlay Plan to Further (kA
middot1bull All
Sticulate the Econo~) _ bull copaes
III Temporary
DQ not ~ther ~ -
retire to RecordbullIIIbullIII-bull
I Section Dispose at end of fiscal
year involved -
bullbullI~-
) -
II
I
I
bullbulldge t Review 1
Dlvlslon bullDirectors Revi~l bull
bull
See ~~D ScneduleSpring Planning Review
IPresidential Review IIII IIIrIIIIIIII t
-~) All othc-
copies TCL1pcrery-
Do not retire to pound1ecord Section
Dispose at end of fiscal year involved
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Labor Branch --- --- -------------j--__------lJ0CmiddotI~_~~1 IDcacr LptLon - 1 -utl1orizcd omiddot~_middot bull1-_)middot~ +-_i _~01 ~C() I ~JC-~V
f ---I -- ---------1-middot-- ----- --------
I I
BUD~ETi_~ZYRECO~DS (continued) II I
I
I I I
kSI1lem~~ltaj=--0nd rrH~nded Budget I I
and Estimates fI I
Labor Permanent - Branch Copy Close files at end of
I ench fiscal year
QJ Agency sub~ission and justification I -
I
II involved Retire closed files to Record Section everyI I second fiacal yeer1 I I Offer to WillS linen 8 J ye ars oldI I I Start new files for each I
I fiscal year involved
I
II s)-) President approvals to Congres o of supple- Llc1gct Rcvie See BPJ) Sche dule merrtaL and attended budget requests Division
I I I I
and judgerents I EurJet Rev Leot See BPJ) Schedule lI Div
-
in i on J
I I I I I I I BudGct Exccutic1 I TOe- middotor tII Labor 1_ crrccnen II Close riles at end 0- - SF 132 - Ap~ortio~ents ~nd I I each fiscal year
ReaplJorticnrr_en t Schedules I I involved I I I
Retire closed files t~ bull Smiddot JI R ceara eCClon ev~ry
I second f Ls ca L ycc-r
Offer to ~l-nS vhcn 8 ye ars olel
Stort ne files for C2
iscal yC~~T invol ve~
I I
TelLpOnTY -SF 133 - Report on BUliSe ~ Execution Q~I~i~~hCopy Close filcs at end of
cr ch iiscal year) Lnvo Lvcl i- SF 220 22l t 222 f TIetile closed file s to Fir21c LaL CO18 i tLon I Record Section every
I second riscal yccrt
II Record S2ction will
Eatcriol for spcej eJ I (1ipC3C iien ~~rC(-3
deferrals 01(1 bull
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
t
HRD - Labor Branch
D2scriptiol Location Authorized dispositionof Hecord
BUDGETATYltECORDS
-The Labor Br anch is responsiblefor ~aintaining budgetary records for the following agencies
Department of Labor
(Manpower Administration)Emp1oytlentaI)d Administrat-ionTraiqingLabor-Management SerVlces Admlnlstratlonl BmpLoyme nt Standards Administration Occupational Safety and Health
Administration Bureau of Labor Statistics Departmental ManagementOffice of the SecretaryPension Benefit Guaranty Corporation
Department of Health Education and Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent AgenciesFederal Mediation and Conciliation
IIIIIbull
Service ~ National Commission for Manpower Policy
(out FY 1975)National Labor Relations Board National Mediation Board Occupational Safety and Health Review
Commission Presidents Co~~ittee on Employment of
the Handicapped (out FY 1975)Commission onPopulation Growth and the
American Future (out FY 1975)Presidents Council on Youth Opportunity
(out FY 1975)
I IIIII
I III
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Labor Branch ---
Description LocationofRecord Authorized dispositio~
I PROGRA~ RECORDS I
I I
The progr~~s of the Labor Branch are reflectedin the following records (whichincluce program-related memoranda studiesletters etc memoranda to the Director and others on individual programs or issuesstudy reports) Records are maintained byagency-related programs or categories such as
Labor Branch - oVerall -~ -Economic Issues Job Location ProgramsNational Growth ReportNew Coalition
Labor Branch I I
t1 Permanent -
Close files at end of every second calendar year
Retire cloged files to Record Section everysecond calendar year
Offer to NARS when 8--=--years old -Start new files every
second calendar year
New Federalism Studies
Department of Labor - ove ra Ll Joint Cboperation Commissions Personnel ProgramsPublic Relations ProgramsPresidential Management ObjectivesProgram Fact Sheets and Reviews Rental Costs
(Manpower Administration) Employment and Trainin~ Administration Bureau of Apprenticeship and Training t
IPrograms I
Cooperative Area Manpower Planning System
t t
Comprehensive Employment and Training Acti Emergency Employment Act Economic Opportunity Act Employment Service -ProgramsEvaluation ImmigrationIndians Job Corpsr~anpower PolicyManpower Development and Training Act Migrants and Seasonal Farmworkers Offenders Older Workers Organization and staffingPublic Service Careers Public Service EmploymentSc~entists and EngineersUrban Employment Unemployment Insurance Veterans Work Incentive Program (WIN)
Welfare Reform
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -
HRD - Labor Branch
LocaticnDescription of Record Authorized disposition
Labor-Nanagement Services Administration ollective Bargaining Committee in Construction
onstruction Industry Collective Bargaining Committee
onstruction Industry Stabilization Committee
Eederal Labor Management RelatLms Labor Management Relations Ser _ce Programs National Commission for Industrial Peace Office of Employee Benefit Security
ProgramsPresidents Labor Management Committee Teterans Reemployment Rights
Employment Standards Administration Offlce of Federal Contract Compliance
ProgramsOffice of Workers Compensation ProgramsWomens Bureau ProgramsWage Hour Division Programs
Office of Government Contract WageStandards Programs
occupational Safety andHealth Administra~ion Economic Lncentives StudyEv a Lua tLcr Eederal S~fety ProgramInspectionsJuri sdiction t-tlari Safetytime Mine Safemiddotty i
INational Institute of Occupational I Safety and Health I
I
Standards IbullState Programs IbullbullIBureau ofLabor Statistics I
Consumer Price Index Employment Cost Index Employment and Wage~Family BudgetInternal ManagementWholesale Price middotIndex
Deparfmental ManagementAdministration and NanagementBureau of International Labor Affairs
Programs
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
------ -~middot -middot-----e e-~----- -
~mD - Labor Branch LocationDescription of Record Authorized disposition
Departmental r1anagement - continued Policy Development Evaluation and
Research Solicitor of-Labor
Pension Benefit Guaranty Corporation
Department of Health Education md Welfare
Social and Rehabilitation Service Work Incentive Program (WIN)
Independent Agencies
Commission on population Growth and the American Future
Federal Mediation and Conciliation Servic~
National Commission for Manpower Policy
National Labor Relations Board ACbitration Case Handling ProgramsDiscrimination and Labor Relations Legal Services Racial and Ethnic Data Voter Behavior StudyWork Ileasures
National Mediation Board Emergency Boards National Railroad Adjustment Board
ProgramsRa~lway Labor Act
Occu~ational Safety and Health Review Commission
Appellate Review Case loads Commission Review lvlanagement
Presidents Committee on Employment of -the Handicapped
Presidents Council on Youth Opportunity
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Labor Branch
Location Description of Record Authorized disposition
I IIii(middot
WHITE HOUSE REFERRALS Labor Branch Temporary -Retire to Record Section
These records consist of routine inquiries for disposal when 2 replies thereto other correspondence in years old which no unusual administrative decisions Start new file everypolicies or efforts are involved and 2 years ~dministrative background materials for ~ormal informational releases t
C~NGRESSIONAL REFERRALS
These records consist of routine inquiriesreplies thereto other correspondence in which no un~sual a~4JL~istrative decisionspolicies or efforts are involved and administrative background materialsfor formal informational releases
ruBLIC INQUlliY
Tnese records consist of routine inquiriesrcplies thereto other correspondence in vrh Lch no acr-nistrativeunusual decisionspolicies or efforts are involved and ~dniinistrative background materials for formal informational releases
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
bull
EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
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I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
-e
HRD - Labor Branch
LocationDescription Authorized dispositionof Record
))LEGISLATIVE RECORDS Legislntive See LRD Schedule
Reference Legislative clearance items including printed Division ~terials and related correspondence
All other Temporary -Copies Dispose at the end of
each Congressnew file atStart thet
begirilling of each Congr
Records Executive Orders and Proclamations Divisionon
kpresen~ation and publication TemporaryAll other -
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EXECUTIVE OHDER AND FROCLlMATIor~ RECORDS tI Legislative See-LlID- Schedule~--- ---Reference
include naterials on clearance preparation
bull~ Dispose vhen 2 years old longer
Copies when needeor no
for administrativeI 1bullbullII II IIILabor Branch
purposes - whichever is sooner
Start new file every-
NmWFFICIAL PAPERS
2 years
TemporaryReview
-each year and disp
materials thatPaJrs a or nonofficial character of allof privateVll~n pertain only
ill to an individuals personal obsolete or has been
an OHBa1-irs that are kept in the office clearly designated
supersededor _ empLoyee will be
nonofficial and 0i him as
Till at all times be fled separately from the official records of his office In cases where matters re1uiring the trnnsaction of official business are received L~ privnte personal correspondence the portions of such correspondence that pertainto official business -illbe extracted and made a part of t1eofficial files All extr-a copies of documents preserved only for convenience of reference and stocks of publications ~~d processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Education Branch
LocationDescription of necord Authorized disposition2
bullIADlffiITSTRATIVE RECORDS I I I
Correspondence relating to the internal ~ducation Tempor ary - organization and management of the Education Branch Dispose when 2 years old Brandl or when no longer
needed for adroinistrati qr Chronological File purposes whichever is sooner
Start new files every2 years
~ Noncurrent record transfers (OHB Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
~
e HRD - Education Branch
D(gt-middotcr_~Y)+1middotcn Loc ation tt -~ r gt of ~cconi Au 101Leu (Jlsl-o~i-~o-_~--------~--~--~------
f3JIX]ETJty RECO1DS
ampldeetary records maintained by the ~ducation Branch ~eflect the budget proccss according~o the fiscal year involved
f 3udget For~lation and Preraration Equcation Perrasnerrt -U Ceiling Letter anch Copy Close files at enc of
each fiscal yearAgency Estimate SubnissiJns and involved
Justifications Official Set (as Retire closed files to required by amiddotill Circular A-II) Record Section eve--
second fiscal yeorAppeals Offer to IMRS when S years old Allmlance Letter bullII Start new files for each
II fiscal year involved
Special Exercises (ie Cutbacks I
ContinGency Outlay Plan to Further All other bull Tetlporary-StiffiUlate the Econor~) copies Do not retire to Record
Section- Dispose at end of fiscal year involved
~)-Spring Planning Review dget Review 1 See ThlD Schedule
ivision I
Directors Reviffil I I I
Presidential Review I
171 All ~ther Ienpoz-ary -~J COPlCS Do not retire to Reco~Q
Section Dispose at end of fiscal
year involved
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Education Branch
Dcsciptiur ----------- -------
EVDGEATi RECOP-DS (continued)f--- ----i~1~T)1 Clt1d te1-~~str)eracn t aI l-1e~~dcd Buciset
and Estimlttec
t)Agency submission and justification Education Brcnch COy
(-) Pees icl~nt s approvals to Congres S of supplc- Budget Rcviel mental and anended budGet requests Divi3ion
Permanent --
I
Close files at end of each fiscal yearinvolved
Retire closed files to Record Section everysecond fiGcal year
Offer to NARS lhen 8 years old
Start new files for esch fiscal year involved
See BEl Schedule
Budget Ririe-Ji
Division See DPD Schedule ~)Claim3 and judgel1ellts I
IIII
Perrnent
J~uaGct E(c~utiol Education
Branch Copy Close files at end of - SF 132 - Appor-tLonncnts and each fiscal year
Reaportic~I~nt Schedules involved Retire closed files to
Record Section everyseco~d fisc~l year
Offer to l~i_RS when 8 ycar s oLd
St ar t 11e files for C2C_
~iSCGl yC8~ involved f II I 1 III JJ II1
Iempor cr-y-- SI 133 - Report on BucG~~ Execution Close tiles at end of
c~ch fiscol ye~rLnvo Lvelaquo
IIIIIIIII t
Hctirlt2 closed file 5 to Record Section everyscco~d fiscal yeGr
Record Section v i Ll
II IIII
1O u
fiscal yCXl
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
emiddot HRD - Education Branch
LocationDescription of Record Authorized disposition
rUDGETAl~Y R~CORDS
The Education Branch is responsible for maintainiog budgetary records for the following agencies
Department of Health Education and Welfare
Office of Education National Institute of Education Office of the Assistant Secretary for
Education Special Institutions
American Printing House for the Blind National Technical Institute for the
Deaf Gallaudet College funds for Howard University funds for
Office of Child DevelopmentBureau of Libraries Higher Education Facility and Insurance
Fund Postsecondary Inovations Fund Student Loan Insurance Fund Student Loan Marketing Association Assistant Secretary for Human Development Independent AgenciesFederal Interagency Conunittee on
Education (out FY 1975)National Conunission on Libraries and
Information Science National Foundation on the Arts and
the Humanities Harry S Truman Scholarship Foundation
(new FY 1976)
of I II III III IIIII I
Temporary Study Commissions National Commission on the Financing of
Postsecondary Education I
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
---
HRD - Education Branch
LocationDescription of Hecord Authorized dispo~ition7PROGRAH RECORDS
The progra~s of the Education Branch Education Permanent -are reflected in the following records (which Branch Close files at end of includes program-related memoranda studies every second calendar letters etc memoranda to the Director and yearothers on individual programs or issues Retire elosed files to study reports) Records are maintained by Record Section everyagency-related programs or categories such as second calendar year
Offer to NARS when 8Department of Health Education and Welfare years old
Education Division Start new files every second calendar year
Of~ice of Education
Elementary and Secondary1
DisadvantagedConsolidation Ethnic HeritageBilingualRight to Read Library Consolidation Follow ThroughDrug Abuse Environmental Education Broadcast Facilities Ellend~r Fellowship
Indian Education
IIIIIIbull
1IIIIIIIImiddot
8
Impact Aid Emergency School Aid
(Civil Rights)Education for the Handicapped
Vocational and Adul t I
I IbullI
Education -Occupational
I
I
Higher Education
Basic Opportunity GrantsSupplemental Education College Work
opportuni~Y GrantsStudy I
Insured Loans Direct Loans State Student Incentive Grants I
lRIO(Higher education programs for tledLsadvantagcd) Developing Institutions Construction Foreign Language Area Studies University Co~~unity Services Land Grant CollegesPostsecondary Cowmissions Veterans Cost of Instruction
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
bull
HRD - Education Branch
Descripticl Locationof Hecord Authorized disposition
Cooperative Education- -CLEO (Legal educational opportunities)Ellender FellowshipsCollege Teacher FellowshipsPublic Service FellowshipsMilin9 Fello~hps _
Library Resources -
Innovative - Experimental Programs
-Metric Proj-ectsGiftedTalentedCommunity Schools Career Education Consumer Education Womens EquityArt Education PackagingEducation TV Programming
Parenting ITeacher Corps
f I I I I I I 1 I I I I 1 I 1 I I I I II 1
J I I f I 1 I I f I I I I I I I I I -I
__~_dlc_a_to~~_Acti vi ties Overseas
Salaries and Ex~-~~-~~_-I --- -- - ----
Program Administration Planning and Evaluation Dissemination AdJisory Committees Information Clearinghouses
Loan--
- --Student Loan Insurance Fund Higher Education Facilities-----~nd In-stlran-ce---Pundj- --- - -
Consolidated--WorkLng Fund- lt
Sp~cal Statistical Comp iLat ions] National Institute of Education
1
Assistant Secretary for Education
Fund for Improvement of PostsecondaryEducation
Assistant Secretary for Education Salaries and Expenses
National Center for Education Statistics
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Education Branch
LccationDescription of Record Authorized dispositicn
S2ecial Institutions
American Printing House for the Blind National Technical Institute for the Deaf Gallaudet CollegeRoward University
J
Assistant Secreta] for Human Development
Child DevelopmentHead Start Reurosearch Child Abuse
Independent Agencies
Harry S Truman Scholarship Foundation National Commission on Libraries and
Information Science
I III JIIIIIJI t-I1
NamiddottionalFoundation on the Arts and the Humanities
National Commission on the Financing of Postsecondary Education
Ibull
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
middote HRD - Education Branc~
Description
p T~ese recordsconsist of routine inquiriesreplies thereto~ other correspordence in lhich unusual tr atrive decisions no adtrinfspolicies or efforts are involved and adwinistr~tive b~ckground caterials for fornal inforcational releases1
cmGP3SSrOI14L REZR~
Taese records consist of routine inquiriesreplies thereto other correspondence in which no unusual adL~istrative decisionspolicies or efforts ~e involved and ad~nistrative cackground materials for formal infor~ational releases
~~LIC I0]lRY
Tnese records consist of routine inquiriesreplies th~re~o other ccrre3pondznce in -Icic2no unusua l 2r-inis-rCtivedecisionspslicies or efforts cu8 i~volved and sriristrati-re forceckgr-cund uaterials for~~l infor~2tio~Qlrele2ses
Location Authorized dispositionof Record
Education Teriporary-Branch Retire to Recb~d Section
for disposal when 2 years old
Start new file every2 years
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
- - 1middot - -- -- --
HRD - Education Branch
wC2tion Authorized ~i3pcsitiJnof lecord
I I I
LEGIS~IDB R3CODS Leg 2 s let ive ISee LRD Schedule rcference
Legislative cleQrallce ite~s including printei Division materiflls and r2lcted correspondence
All ether Iemporary -Copies Dispose at the end of
egtchCongressStart new file at the
beginning of each Co~gre
EZGClflIVE omER UID tOCIJJmiddotfIIOH RECO~DS cr Legislative I See LRD Schedule Reference
Records on Executive Orcers and PrOclanations Division inclu~e c~teri~ls on clee~cnce) proparationpl~esentationand piblication All other Temporary -Ir Copies Dispose vhen 2 years old
or Then no longer needed for administrative purp)~middotes - trhichever ir ~ooner
Start ne file every2 ycars
NOlltOFFICIAL PAillS Education Temporary -Branch Re view each year and d Le pos
Papers of a private or nonofficial character of all materials that are ~hj_chpertain only to an individuals personal obsolete or have been affairs teat are kept in the office of an ONB supersededemployee will be clearly designated by him as nonofficial and vill at all times be filed sep~ately from the official records of his office In cases vhere matters requiring the transaction of official busLless are received inprivate personal correspondence the portion3 of such correspondence that pertainco officiel business -illbe ex-tracted and ~ade a ~art of the official files All extra cop ies of documerrts preserved only for ~onvenience of reference) and stocks of publications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
fmD - Income Maintenance Branch
Locat rcnD8scrip-cion or liccord huthoriZed dispositicn
ADMINISTRATIVE RECORDS II III
Correspondence relating to the internal Income Temporary -organization and manage~ent o~ the Income Maintenance Dispose when 2 years old Haintenance Branch bull 1 Branch or when no longer
needed for administrati [~hronologiCal File purposes whichever is
LJssue Papers sooner Start new ~iles every
2 years
bullIbullbull
I II II IIbullI
1
Noncurrent record tYansfers (oim Form 56) Nonrecord -
Branch reference copyDispose when obsolete
or superseded
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
bullbull
HRP Income -~~intenance Branch
DC3CYipticn LocntJrnof -econi
PJJDGE1ARY RECO~DS
Budeetary records Income Maintenance
maintained Branch
by the
reflect the budget process accordingto the fiscal year involved ~ 1 IncomeBudget For~Jlation and Pre~aration ~~ Maintenance-
t Permanent -Ceiling Letter- bull
bullbull anch Copy Close files at end of -ecch fiscal year
Agency Estimate ampJb~issions and I involved
Justifications Oricial Set (as bullbullbull Retire clo~ed files to
bull
required by CNB Circular A-ll) Record Section everJ second fiscal year
bullbullbullbullAppeals 1 Offer to HtlS when 8bull
lII yenr s old
AllUNance Letter bull Start nev files for eacr I fiscal year involvei
Special Exercises (ie Cutbacks bullbullbull Iempor-ar-yContingency OJtl~y Plan to Further 11-) ~All ther -
StiffiUlatethe EconoL~) ~ cop~es Do not retire to Record Section
Dispose at end of fiscal year involved
() - Spring Pl3nning Review udge t Review I See ERn Schedule
Division Directors-Revi~l
-
bullI
I I
- Presidential Review I
All other Iempor az-ycopies Do not ret ire to Record
-Section Dispose at end of fiscal
year involved
t I I I I I I I I
1
bullI
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Income Maintenance Branch ------ JJoe2 i-~~~l--r--------- __a
I 0- ic-ccrd Juthor~zcd dis~Jsitic ---~----- ------_
EUDG~TAP_Y RECORDS (continued)~------SupDlerleltal ltltd Amanrle d B~Hln Requests
and Estim~tes
Income ~ Agency submission and justification Maintenance Permanent -
Br-anch Copy Cloce files at end of I each fiscal yearI I involved II Retire closed files to I I Record Section everyIbull I second fiocal yearI
II Offer to NiliS when 8 I years oldI I I
Start new files for each I fiscal year involvedI I I~-l Pr-es Iderrt IS appr ova Ls to Congr es s of suppLe- Budget Rcview] See BRD Schedule
~cntal and aIT-ended bud~et requests Division )Clair1Sand judge~ents Budget Rev LewI See ERD Schedule
Division I
I
bull I I Income II
1)U() re tV ~~cru+___- 01__ I~lt~gt _ - __~ Maintenance iPer-mcnerrt
Branch Copy Close files at end of - SF 132 - Appomiddott~~orcnts~rd each fiscal year
Reapport Lonnerrt Schedulcs I I involved I I Retire closed files to I
Record Section eVeryI I I second fLs ceL ycmmiddotI I Offer to Nt1S vhen 8 I I years old
Stcrt neil files for e acr fLs cc L year Lnvo lved
I I Terporarv~ -
- SF l33 - Report on Eudse ~ E~ccution Close fi~cs at end of each fiscal yeQJ-Lnvo Lvcc
- SF 22Q 221 ~222 - stltccm~~ OJ e
J Rc t ir-e c Losed file S to
Coi-di ~ion Record Section everysccond fi3c3l yeor
Record Section will0 d~soe h 8215middot11C1 deClruls ard reccissio1s old
[)toit ric fJLes for eacr fiscal ye~r bl~OJ~C2-
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Income Maintenance Branch
Description Locationof Record Authorized disposition
BUDGETARY RECORDS
The Income M~intenance Branch is responsible for maintaining budgetary records for the fbl10wing agenciesDepartment of Health Education and
v1elfare Aging Administration Cuban Refugee ProgramDevelopmental Disabilities ProgramSocial and Rehabilitation Service
(e~cept WIN and Medicaid)social Security Administramiddottion
(except Medicare)Supplemental Security Income
Assistant Secretary for Human DevelopmentOffice of Human Development
Presidents Committee on Mental Retardation
Office of Native Americans ProgramsOffice of Rural DevelopmentWelfare Reform Programs
(Hml and Government-wide)
t
Funds AppropriatedOffice of Economic
(out FY 1975)
to the President Opportunity
Department of AgricultureFood and Nutrition Service
Food Stamp ProgramCommodity Distr~bution ProgramsSpecial Milk ProgramChild Nutrition and School Lunch
Programs
Independent AgenciesCommunity Services Administration
(new FY 1976)Legal Services Corporation (new
FY 1976)Railroad Retirement Board
II III
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Income Maintenance Branch LocationDescription Authorized disp~sitionof Recor d
lROGRAd RE~ORDS ~-
II III
The programs of the Income Maintenance Branch Income Pe rmanen tre f lect ed in Maintenance I Close
-the fo1101in6records (which
studies files at end ofare
Branch second calendarincludes program-related memoranda letters etc memoranda to the Director
everyand year
Retireothers on individual programs or issuesRecords are maintained
closed files to study reports) agency-related programs
byor categories such as second calendar
Branch overall
Record Section everyyear
Offer to lMiS when 8Income Maintenance --General I years old
-Interdepartmental Working Group on Aging Start new files everyNa~ag~m~1__by__~g)ject_-_~~_~ _(lmQ) _ second calendar year
-- - - ---- --------- ----- --- -- -- - ------- -- - ---~--= ~~- - 1 Department of Human Resources Social Research and Development Studies
_E~9~q~~c_PoJ~y Working G~oup _ _ -_ _ 1
Department of Health Education and Welfare -
Social Security Administration (andrelated programs)
Income Maintenance General
Social Security Benefits Old Age Survivors Insurance Programs
-Income Payroll Taxes InvestmentGeneral Fund Revenues bullI
I -IOutgo
Computation of -Benefits Eligibility and Entitlement Offset of Benefits Valuation of the social Security
IIIIIII
II
System
Income (SSI) Income (Benefi~s
Disability ProgramsSupplemental Security
Supplemental SecurityPayments)
Interagency RelationshipsCivil Service Railroad Retirement Workmen1s -Compensationveterans Administr~tion MedicareMedicaidPrivate Pension General
Adrninistration GeneralOrganization
Automatic Data Processing (ADP)
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
____________________________________________
HRi) - Income Naintenance Branch
LocationDcscriltion I of Record ~JtLmiddot)1iz2d di5pO~itiol~--~I--~~==-~------------iI
fI
I
1 I
Construction Research an d St3tlst~C3Jorkloadr1ea~urenlent and productivltyPayIl1entCenter OpcrationsCoal Mine Health and Safety General
I I II
SU9plemental Security lncerne (S~lI)I
Reduction
Advisory Council
Reportscost I II
I((UodSocial and Rehabilitation ServiQe
I
related programs)General
IIIIIIII tI
Public Assistance
General Quality Control Social Services RegulationsSpecial Revenue Sharing
Vocational Rehabilitation General National Deaf-BlL~dCentermiddot
)
Developmental Disa iLities General Data (analysis)
Research and TrainingGeneral
Cuban RefugeesGeneral
I I IIII I I I I II I I I
i
Salaries and Expenses J General
AgingGeneral
I III II I I I- ----I
Native amp~ericans General
O(~~ce_of HID~1_)_e~elopm~~middott___ - --General I
i I I III I
III
Jll ied Services Allied Services Message~jelFedera lisrn
De9artment of AgricultureFood and Nutrition Service oodStamp Program
General Background
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Income Maintenance Branch
LocationDescription of Record Authorized disposition
Administration Statements and II
Congressional Hearings I
--- Adrni ni s t r afrfon and Co~rt De c i s Lons i ---7-- - Family Feeding Programs
Welfare Reform and Food-StampsCash-out Transfer to HEW
Acts and RegulationsAmendments Regulations
New and Old Work Requirements
Work Incentive Program (WIN)Aid to families with Dependent
Children (AFDC)Supplemental Security Income (SSI)
AnalysisEligibility Standards Quality ControlCost of Living - AdjustmentsApproval - Evaluation (Disaster
Emergency)Basis Issuance Tables - Coupon
Allotment Nutritionally Adequate Diet Outreach
Strikers Proposed Legislation
Analytical Data Income Profile PerforTIl2lllce SystemHeasurement (PMS)
Commpdity Reversion Child Nutrition Programs
General Background I
~ Program Evaluation ImiddotData (analysis) i
School Lunch BackgroundProgram AnalysisProgram Evaluation
School Breakfast LBackground f- Program Analysis
I
Program Evaluation tSupplemental Food ProgramGeneral Commodity Distribution Food certificate
~lomen Infants and Children (WIC~
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
RRD - Income Maintenance Branch
Description Locationof Record Authorized dispositio~
------SmiddotpecialFood Service
General Summer Year-round
Non-Food Assistance General Equipment Survey
Special l1ilk General
Programs
Research General
~ Starn~s
IIIIII1
Family Food Assistance Food Child Nutrition NutritionConference Reports
-I IIIIIII1
Funds Appropriated to the President
~ffice of Economic OpportunityGeneral
Independent Agencv
Railroad Retirement Board (and relatedprograms) J
Administration General
Benef Ltrsand Taxes Reports
Financial Interchange (with Social Security)
Service and Taxable Compensation of Railro c Employees
General Reform of the System
Commission on Railroad Retirement Follow-up on Railroad Retirement
Connnission
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
middot
HRD - Income Maintenance Branch
Description LccaticYl of Record Authorized disposition
~iHI3 ECUS~ REF~aALS
These records consist of routine inquiriesreplies thereto other correspondence L~ hica no unusual acministrative decisionspolicies or efforts are involved anQad~inistrative backgrOUllQ rraterials for forrrBl informational releasesCO~-rGEESSIOl[LREFERRALS
These records consist of routine in~uiriesreplies thereto other correspondence in which no unusual admtnfs tr atLve decisions po LicIes or effor-ts are involved and adrriristrativebackground raterialsfor formal inforrationalreleases tfFUBLIC INMIRY
Income Maintenance
Branch
TeIlporory-Retire to Record Section
for disposal vhen 2 yecrs old
Start new file every2 year-s
Tncse records consist of routine inquiriesreplies thereto o~her ccrresponG2nCe in T~ic2 no unusual aTIiinistrativcdecisionspolicies or efforts are involved and alirri-istrative backgr-ound Later ials for for~cl L~for~ationcl rele~ses
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Income Maintenance Branch
Description
Legislative clearance itens including printed ~teria13 an~ related corre3ponience
ZiECUTIVE ORCER lill PROCIJJ~TIOH RECORDS
iOTIinclu~e ffipoundteri~lson clearampnce preparationpesentation and puolication
Records on Lxecutive ~~~ers and roc la2t
~ I I I I I I 1
li01JOFFICLtL PtgtpERS
Papers of a private or nonofficial character which pertain only to an individuals personalaffairs that are kept in the office of an OMB emplcyee ~ill be clearly designated by him as nonoffLc LaL and will at all times be filed separately from the official records of his office In cases where matters requiring the tra~saction of official business are received inPrivate persona~ correspondence the portions of such correspondence that pertainto official business vill be extracted and made a rart of the official files All extra copies of docunerrts pr-eser-vedonly for convenie~ce of reference and stGcks of publications and processed documents
Locationof Hecord
LegIs LctLve Peference Division
All (J-herCopies
LegislativeReference Division
All other Copies
Authorized disposition
I See LRD Schedu~e
Temporary -Dispose at the end of
each CongressStart new file et the
begInn tng of each Congr-es
I See LRD Schedule
Temporary -Dispose vhen 2 years old
or vhen no longer needed for administrative purposes - vh Ich ever is sooner ~~ v --
Start new file every 2 years
Tempormy -Reviev each year and d ispos e
of all materials that are obsolete or have been superseded
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
e-HRD - Health Branch
LoclttirnDescription of nec8rd Author fz ed dLspos Ltc~
ifmiddotAmmrrSTRATIVE
IIIII II IIIII
RECORDS
Healthto the internal TemporaryDispose
Correspondence relatingorganization and m~~agement
-of the Health Branch when 2 years old
10ngerwhenBranch or no needed for edministrativE
Biweekly Questions and Answers purposes whichever is Chronological File sooner Issues and Talking Points Start new files everyMajor Program Fact Sheets 2 yearsOrganizational Issues
r
III I I
bull
J IIbullt II
bullIIIIIIIII
bull1
t I IIIr I
bullIIbull
1
-Noncurr-errb record transfers (OHB Form 56) Nonrecord -
Branch reference cOVY Dispose when obsolete
or superseded
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
HRD - Health Branch
Loca t IcnDcscripticll of ~~(coni
BUJXElrRY RECO~DS
B~deetary records maintained by the Health Branch reflect the budget process accordingto the fiscal year involved
~
Budget Forrrulation and Pre~eration l Permanent -
Ceiling Letter Copy Close files at end of ecch iscal year
Agency Estimate SubnissiJns 2nd involvedbull Justiiic2tions r OffLc LaL Set (as Retire closed files to required by OHBCircular A-lI) Record Section every
second fiscal yearAppeals Offer to HfmiddotRS vhen 8
year s old Allowance Letter Start new files for e2C~
bullbull fiscal year involved Special Exercises (ie Cutbacks bullI
Contineency Outlay PI~n to Further J-)~All ~ther Ienporazy -Stirrulate the Economy lv I copaes Do not retire to Record
I I Section bull Dispose at end of fiscalbullII year involved bullIbull
bullbull1bull() SpriLg Planning Review bull bull dget Review 1 See R~D Schedule
o 0 bull I ~V~S10n I
I Directors Revi~l bullbullbullPresidential Review
(f) All othc- Tempor2ry -copies Do not retire to Record
Section Dispose at end of fiscal
year involved bull
bull1 I
0
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
e-HRD - Health Branch
L(2~ c()l I Author-Lzed dicX)ltlmiddottJmiddot oof 1COU I -- --------------------------BT)GE~I-Y Ri~corms (continued)
fI Surro Lcrncn t e L cnd _mended Budet R2ChC3 ts
and Esttr~ltes
~-(I)Agency subratssLon and justification Health Perm~nent -
Branch Copy Clo files at endse of each fiscal yearinvolved
Retire closed files to Rec6~d Section everysecond fiscal year
1 Offer to NAPS when 8 I years old bullI
1 I Start new files for each I I fiscal ye2r involvedI I I I I I
f~ )President f S appr ovaLs to Congress of supple- Budget RevicH See ~JU) Sche dula 00 merrt aL and amended budGet requests Division
I I I I BudRct Revie~~ See ZRD Schedulci~)Claims ~ I I Division II I I I
I
Ibullbull I
Ip Health 1 cn~~n~rll Branch Copy Close files at encl of - SF 132 - Apport Lonncats and I
I cach fiscal ycarReappor-tt cnmcnf Schcdu Le s I
I Lnvo Lved I I Retire closed files to I I Record Section eV2ryI I
o eccnd fiscal year -I
NtI Oii~cr to 1S when 8I I year s old II
Stnt ne files for ESC-_I fiscel yccr involvc~I
I I I IJ I
I I Ienpcr cr y
133 - I-cport on Budgcmiddot~ExecutioaPSI Copy
I
Close riles at end of ccch fiscal yeerLnvc-Lvcrl
r - SF 220 TIet~c closed files to necord Section everysecond fiscal year
Hccoru iccticir~dll d~s)o3C ot~ bull
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
middot emiddot ERn - Health Branch
Description Locationof Hecord Authorized di~ponition
BUDGETA~Y RECORDS
The Health Branch for maLntaLnLng budgetary following agencies
is responsible records for the
DcpartlTIentof Health EducationWelfare
Food and Drug Administration Health Services A~~inistration Center for Disease Control Nati9nal Institutes of Health
and
NationalLibrary of Medicine National Institute for Occupational
Safety and Health (out FY 1975)Professional Standards Review
OrganizationsAlcohol Drug Abuse and Mental Health
Administration Health Resources Administration Assistant Secretary for Health Social and Rehabilitation Service
Medicaid Social Security Administration
Medicare
t
I
(Office of the Se~r~t~ryi Departmental Managemenil-Office of -Affciirs Consumer
Executive Office of the President Special Action Office for Drug Abuse
Prevention (out FY 1976)
Independent Agencies Consrnner Product Safety Commission Presidents CouncLI on Physical Fitness
and Sport~ (out FY 1975)
II I II
I III
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
bullbull HRD Health Branch
Description Location of Record Authorized dispgt~iticl
Health Branch
II I
PROGRAM RECORDS
The of the Health Branch Permanent -programsreflected Close files at end ofin-the following records (which
memoranda studies are
every second calendar program-relatedletters etc memoranda to the Director and others
includes year
Ret Lre elcaed files toon individual programs or Records are maintained
issues I
bull
_study reports) agency-related
byprograms or categories such as
and Welfare
Record Section everysecond calendar year
- Offer to N~~S whenS--=---Department of Health Education ~~alth Programs - overall ltGeneral
old bull yearsStart new files every
second calendar yearAlcohol Drug Abuse and Mental Health Administration
Assistant Secretary for Health Center for Disease Co~rol F~od and Drug AdministrationHealth Resources Administration
-Health Services Administration Medicaid -MedicareNational Institutes of Health
Determination Orders Field Trip ReportsNational Health Insurance
General Comprehensive Health Insurance Proposal
(CHIP)Regulations
Legislative Issues League of CitiesConference of Mayors Physi~ian Bonus PaymentsPresidential Schedule Proposals (Presidential Events and Participation)
Presidents Science Advisory Committee (PSAC)_ Panel on Biological and Medical Science Real Property Transfers Reimbursement Rates (for Medical Care in
Federal Facilities)Social Indicators
III
(Office of the Secretary) Departmental ManagementOffice of Consumer Affairs
General (Proposed) Consumer Protection Agency
General Legislative Issues
IIIrIIIIIIIIII tI
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
middot
HRD - Health Branch
Description Locationof Record Authorized disposition
Executive Office of the President Special Action Office for D~~g Abuse
Prevention (SAODAP)General Transfers (function and program)
Independent AgencyConsumer Product Safety Commission
Determination Ord~rs General Legislative Issues
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
RRD - Health Branch
LocationDescription Authorized dispositionof Record
Health Temporary -Branch Retire to Recb~d Section
These records consist of routine inquiries for disposal when 2 replies thereto ot~er coryespcndence in yeClrs oldwhich no unusual administrative decisions Start new file ~verypolicies or efforts are involved and 2_ycarsadministrative background ~aterials for
informational releases17forrnal-
t
fbullbullbullbullbullbullfIIII
COj~GPESSIOHAL REFumALS
bullIII I
IbullbullbullbullIbullIIbullbull
I
--r-f
-
These records consist of routine inquiriesreplies thereto other correspondence in which no unusual aQcinistrative Qeurocisionspolicies or efforts nre involved and administrative backgroULd waterials for forrr~linformational releases
~BLIC nr~IRY
These records consist of routine inquiriesreplies thereto otner corre3pondcnce in hich no unusual decisionsacrinis-retivcpolic Las or eforts are involved end administrative oackgroillcQ~terials for for~~l infoyoational releases
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents
~ 11 bull HRD Health Branch
Locationof Recor-d AJtholizeddispositim
I I I I 1LEGISLPTIVE RSCORDS LegisLctfvc See LHD Schedule~ I I Reference
Legislative clearance items including printed Division Imaterials and related correspondence
I All other Temporary -Copies Dispose at the end of
each CongressStart new file at the
beginning of ~ach Congress
EXEcu~rlE ORDEr lID PROCLlJfATIOH RECODS 4( Legislative See LRD Schedule Reference
Records on Executive Orders ani Procla~ations Division incluampe LEt~rials on clearance preparation presentation and publicat-ion ~ All other Temporary -
OJ Copies Dispose vlhen 2 years old or no longer neededThen for adninistrative purpase~ - ~Thichever i ~sooner-
Start new file every2 yearsf~
HO~WFFICIAL PAPERS Health Temporary -Branch Revie each year and dispose
Papers of a private or nonofficial character of all ~~terials that are which pertain only to an individuals personal obsolete or have been affairs that are kept in the office of an OfB supersededemployee will be clearly deSignated by him as nonofficial and will at all times be filed separately from the official records of his office In cases wher-e rrattersreQuiring the transaction of official business are received in private personal correspondence the portions of such correspondence that pertainto official business illbe extracted and made a part of the official files All extra copies of documerrts preserved only for convenience of reference~ and stocks of pUblications and processed documents