Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources...

47
RE~UEST IIlUTHORITY TO DISPOSE OF RECORDS , , . t""R"l-I, .. (See l nstructions on' elJerse) I" TO: GENERAL SERVICES ADMINISTRA nON, NATIONAL ARCHIVES AND RECORDS SERVICE, WASHINGTON, D.C. 20408 1. FROM (AGENCY OR ESTABLISHMENT) In accordance with the prcvrsrcns of 44 U S.C. 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 agency's 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) 9. 7. 8. DESCRIPTION OF ITEM SAMPLE OR 10. ITEM NO. (W"h 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 l'i~ STANDARD FORM 115 ReVISed November 1970 Prescribed hy General Services Administration FPMR (41 CFR) 101-11.4 115-105

Transcript of Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources...

Page 1: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

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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

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I II II IIbullI

1

Noncurrent record tYansfers (oim Form 56) Nonrecord -

Branch reference copyDispose when obsolete

or superseded

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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

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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

Page 2: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 3: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 4: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

~

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

Page 5: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

-

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

Page 6: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 7: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 8: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 9: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 10: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 11: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 12: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 13: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

--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

Page 14: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

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-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

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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

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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

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(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

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_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-

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COj~GPESSIOHAL REFumALS

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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

Page 15: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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 -

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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

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Impact Aid Emergency School Aid

(Civil Rights)Education for the Handicapped

Vocational and Adul t I

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Education -Occupational

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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

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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

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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

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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

Page 16: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 17: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

-- - -~~- - - --- ~---=-- _ ~-~-- -- -- -

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

Page 18: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

------ -~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

Page 19: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 20: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

-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

Page 21: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 22: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

~

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

Page 23: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 24: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 25: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

---

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

Page 26: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 27: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 28: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 29: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

- - 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

Page 30: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 31: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 32: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 33: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 34: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 35: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

____________________________________________

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

Page 36: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 37: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 38: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 39: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 40: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 41: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 42: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 43: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 44: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 45: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 46: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

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

Page 47: Human Resources Division, Office of Managment and Budget · 2016-10-04 · , f. Human Resources Division. The Htnnan Resources Division is responsible for the examination of budget

~ 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