Records accumulated in budget preparation, presentation and appointment.
EXCLUDED from this chapter are :
(1) Accountability Records; (See section 1900-A).
(2) Expenditures Accounting records; (See section 1900-B).
(3) Budget related documents located in administrative files specifically identified in
section 1100-M.
2100-A-1 Budgeting Policy
Files: Correspondence or subject files documenting NIH policy
and procedures governing budget administration.
Located in the NIH Office of Budget.
Disposition: Transfer to the Federal Records Center 5 years after the close of
the fiscal year covered by the budget. Destroy when 15 years old.
2100-A-2 Budget Estimates and Justifications Files, including
appropriations language sheets, narrative statements, and related schedules and data used
to estimate and justify the NIH and/or IC budget.
Located in the NIH Office of Budget.
Disposition: PERMANENT: Retire to the Federal Records Center when no longer
needed for reference or administrative purposes. Transfer to NARA when 20 years old.
2100-A-3 Budget Correspondence pertaining to routine
administration, internal procedures and other budget-related matters EXCLUDING
correspondence files related to budget policy (item 2100-A-1).
Located in the NIH Office of Budget or Office of Financial Management or
IC budget offices.
Disposition: Destroy when 2 years old.
2100-A-4 Budget Reports: Periodic reports on the status of
appropriation accounts and apportionment.
a. Annual report at end of fiscal year.
Disposition: Destroy when 5 years old.
b. All other budget reports.
Disposition: Destroy 3 years after end of the fiscal year.
2100-A-5 Budget Apportionment Files: Apportionment and
reapportionment schedules, proposing quarterly obligations under each authorized
appropriation.
Disposition: Destroy 2 years after the close of the fiscal year.
2100-A-6 Budget Background Records: Working papers, cost
statements, and rough data accumulated in the preparation of annual budget estimates,
including duplicates of paper described in item 2100-A-2, and originating offices' copies
of reports submitted to budget offices.
Disposition: Destroy 1 year after the close of the fiscal year covered by the
budget.
