**ATTACHMENT B**

**PROGRAM ASSESSMENT CRITERIA**

Identify the following for all sites:

**[Program Management]{.underline}**

-   Number FTE's devoted to Records Management

    -   Full-time

        -   Federal and Contractor

    -   Part-time

        -   Federal and Contractor

        -   Percent of time spent on Records Management duties

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-   Percentage of time each Records Management employee is assigned to:

    -   Program Management

    -   Operations

        -   Training/Assistance

        -   Schedule Application

        -   Records Holding/Storage Area Activities

        -   EEOICPA Claims

            -   Monthly Claim Volume

        -   Other, specify

    -   Contractor Oversight

-   Manpower/Support Costs

    -   Series and Grade levels for Federal FTE's

    -   Contractor costs

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-   Records Management Expertise

    -   Federal and Contractor

        -   Records-related Training received within the last three
            years

        -   Years of experience

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-   Records Management Budget

    -   Training, Travel, Electronic Systems

        -   Federal and Contractor

-   Internal Policies/Procedures have been established and distributed
    and best practices identified

    -   Federal and Contractor

        -   Retiring and Retrieving Records

        -   Exit Procedures

        -   Other, specify

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-   Self-Assessments have been completed within the past year

    -   Federal and Contractor

> **[Records Management]{.underline}**

-   Federal and Contractors Records are managed/tracked

    -   Manually

        -   Estimated volume

    -   Electronically

        -   Estimated volume

        -   Type of system(s) and years in use

        -   Estimated cost of system and maintenance

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-   Estimated Volume of records that are

    -   Active

        -   Percentage in paper

        -   Percentage electronic

    -   Inactive

        -   Percentage in paper

        -   Percentage electronic

    -   Classified

        -   Percentage in paper

        -   Percentage electronic

-   Date of last complete Inventory

-   Number of site-specific schedules in use

**[Records Storage and Retrieval]{.underline}**

-   Federal and Contractor Records Holding Areas/Storage

    -   Volume of Classified and Unclassified Records in storage

    -   Cost for

        -   On-site storage/vault or holding space (specify)

            -   Percentage of facility used

            -   Estimated cubic feet still available

        -   Commercial Facility

        -   Federal Records Center(s)

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    -   Average number of retrievals (monthly)

    -   Average number of boxes shipped to storage (monthly)

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-   Federal, Contractor, and commercial storage that is *not* compliant

> with FY 2009 regulatory criteria
>
> **[Records Training and Assistance]{.underline}**

-   Number of Federal and Contractor employees who received Records
    Management Training

    -   Within the last 12 months

    -   Classroom or one-on-one assistance

        -   Supervisory/Management

        -   Engineer/Scientist

        -   Administrative

**[Records Destruction]{.underline}**

-   Volume of Federal and Contractor records destroyed

    -   Within last 12 months

    -   Estimated cost

> **[Permanent Records]{.underline}**

-   Total Volume of Permanent Records

-   Volume of Permanent Records that are Classified

-   Volume of Federal and Contractor Records transferred to National
    Archives

    -   Within last 12 months

    -   Within last 24 months

    -   Date of last transfer

> **[Records Under Moratoria]{.underline}**

-   Estimated Volume of Federal and Contractor Records under a
    moratorium

    -   Epidemiology

    -   Litigation

    -   Other, specify

-   Estimated costs of storage for each