Records Management Processes

• Procedure for Conducting a Records Inventory (PDF)
• Procedure for Preparing a Records Inventory and Disposition Schedule (RIDS) (PDF)
• DoD 5015.2-STD, Electronic Records Management Software Application Design Criteria Standard (2007) 

Instructions/Brochures

• Procedures for Departing Employees (PDF)
• Reminder for Senior Officials (PDF)
• Your Records Responsibility Pamphlet (PDF)
• Vital Records Pamphlet (PDF)

CPIC

• CPIC Review Process (PDF)
• CPIC Checklist (PDF)

Records Management Assessment Process

• Checklist for Self Assessment (PDF)
• Program Assessment Criteria (PDF)
• Departmental Evaluation and Site Visit Protocol (PDF)

Records Holding Area (RHA) Procedures & Instructions

HQ Records Management Holding Area Staff:  The Records Holding Area (RHA) is located in rooms G-017 and G-055/GTN.  The RHA is operated by personnel in the Records Management Division, IM-23, Office of the Associate CIO for IT Planning, Architecture, and E-Government. 

Reminder:  The RHA is closing and will accept no more records.   Records will be sent either to the Washington National Records Center (WNRC), the National Archives, or returned to the programs.

• NARA Transfer & Disposition Guide (PDF)
• DOE HQ Transfer/Retrieval Procedures (PDF)

Records Management for Closure Sites

The transition of Closure Sites from the Environmental Management Office (EM) to the Legacy Management Office (OLM) is described in the documents below. Part of this transition is the assumption of responsibility for the records created by the site personnel during operation and the environmental restoration performed during restoration by EM. The Transition Plans and agreements that apply to this transition are linked below:

• EM-1 Memorandum, "Records Management Practices at Environmental Management Closure Sites" (PDF)
• EM & LM Terms & Condition Agreement (PDF)
• DOE-OCIO "Records Management Guide For Downsizing and Terminating Programs" (PDF)
• OLM "Information & Records Management Transition Guidance" (PDF)
• OLM Strategic Plan - July 2004 (PDF)

Last Reviewed: 11/13/2008

DOE F1324.10, Records Inventory & Disposition Schedule (RIDS) (PDF)

DOE F1324.9, Records Inventory & Disposition Schedule (RIDS) – Continued (PDF)

HQ 1324.12, Document Receipt (PDF)

Packing, Boxing & Labeling Records (PDF)

SF 135 Records Transmittal & Receipt (PDF)

NA Form 14097, Technical Description for Transfer of Electronic Records to the National Archives (PDF)