APPENDIX 67

RECORDS DISPOSITION SCHEDULE 67

POLICY DEVELOPMENT AND RESEARCH RECORDS

This Schedule provides disposition instructions for Headquarters and

Field Office records produced in connection with activities conducted

under Title V of the Housing and Urban Development Act of 1970 (P.L.

91-609, 84 Stat. 1784; 12 U.S.C. 1701z-1).

Item

No. Description of Records Disposition

1\. General Subject Files pertaining to Break files annually.

the administration and management of Destroy when 3 years

all Policy Development and Research old. (NARA Job

activities and programs. All NC1-207-78-6, item 1)

Headquarters Office Files.

2\. Chronological files pertaining to all Break files annually.

Policy Development and Research Destroy when 3 years

activities and programs. old. (NARA Job

NC1-207-78-6, item 2)

3\. Reference copies of opinions, policy Destroy when superseded

and procedural issuances, or obsolete, or when no

interpretations, informational longer needed for

releases and publications, and any administrative use.

related published materials. (NARA Job NC1-207-78-6,

item 3)

4\. General subject files (facilitative Destroy. Use applicable

and housekeeping records). General Records

Schedules.

5\. Project case files reflecting a Retire to Federal

complete history of each project from Records Center 3 years

initiation through research, after satisfactory close

development, design, testing, and of project that volume

demonstration. warrants. Destroy 6

years after satisfactory

close of project. (NARA

Job NC1-207-78-6,item 5)

6\. Headquarters records relating to PERMANENT. Offer to the

projects determined by the Assistant National Archives when

Secretary for Policy Development and project is

Research or designee to have high satisfactorily closed

research value consisting of the and records are no

following types of records: longer needed for

administrative purposes.

(NARA Job NC1-207-78-6,

item 6)

a\. One copy of each publication

including final reports,

summaries, and brochures, produced

by or submitted to HUD in order to

fulfill contract requirements.

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APPENDIX 67

RECORDS DISPOSITION SCHEDULE 67

POLICY DEVELOPMENT AND RESEARCH RECORDS

Item

No. Description of Records Disposition

b\. Newspaper clippings arranged

chronologically or by subject and

mounted in binders.

c\. News releases, arranged

chronologically.

d\. Speeches of the Secretary,

Assistant Secretary, or project

director, arranged chronologically

or by subject.

e\. Slides, photographs, motion pictures

and other audiovisual records which

meet the criteria for permanent

records in GRS 21, items 1a and 2a.

f\. Plans, drawings, and other

cartographic records which are

maintained separately from the

case files and which meet the

criteria for permanent records in

GRS 22.

7\. Disapproved and withdrawn applications Destroy 3 years after

and proposals on which no contract was disapproval or

executed. withdrawal. (NARA Job

NC1-207-78-6, item 7)

8\. Cancelled, suspended, or terminated Destroy 3 years after

projects on which a contract was close of final audit and

executed. settlement of account.

(NARA Job NC1-207-78-6,

item 8)

9\. Economic and Market Analysis Records.

a\. Housing Market Analyses.

\(1\) Record copy of published PERMANENT. Offer to

housing market analysis National Archives or

reports, or final report if appropriate Regional

not published, used by Archives Branch when 15

Federal officials in years old. (NARA Job

determining actions to be NC1-207-78-6, item

taken regarding the housing 9a(1))

market. Headquarters or

Field Offices.

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APPENDIX 67

RECORDS DISPOSITION SCHEDULE 67

POLICY DEVELOPMENT AND RESEARCH RECORDS

Item

No. Description of Records Disposition

\(2\) Background files for the Retire to Federal

housing market analysis Records Center when 6

reports consisting of drafts, years old. Destroy when

notes, questionnaires and 15 years old. (NARA Job

other working papers. NC1-207-78-6, item

9a(2))

b\. Approved schedules of maximum Destroy when 6 years

income limits. Files contain old. (NARA Job

record copies of statutory income NC1-207-78-6, item 9b)

limit approvals, including

separate approval forms for

individual localities and

counties, and group approval

documents in the form of

memoranda and computer printout

lists. Schedules pertain to the

following programs: (1) Rent

Supplement; (2) Regular Section

235 and 236; (3) Section 221(d)(3)

Below-Market interest Rate (BMIR);

\(4\) Exception limits for Sections

235 and 236; (5) Housing and

Community Development Act, Section

235; (6) HCD Act, Section 236;

\(7\) HCD Act, Section B Low Income;

and (8) HCD Act, Section 8 Very Low

Income.

c\. Unsold Inventory Survey. Files Destroy when superseded

contain record copies of summary or obsolete. Review

sheets of Survey data by standard annually. (NARA Job

Metropolitan Statistical Area, NC1-207-78-6, item 9c)

including price distribution and

National Summaries listing totals

only.

d\. Postal Vacancy Survey. Files Destroy when superseded

contain record copies of Summary or obsolete. Review

Reports for individual localities annually. (NARA Job

and semiannual National Summaries. NC1-207-78-6, item 9d)

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APPENDIX 67

RECORDS DISPOSITION SCHEDULE 67

POLICY DEVELOPMENT AND RESEARCH RECORDS

Item

No. Description of Records Disposition

e\. General Economic and Market Break files annually.

Analysis Correspondence and Maintain current and 2

Administrative files. Files preceding years, and

include correspondence with HUD then destroy. (NARA Job

Field Offices, Federal agencies, NC1-207-78-6, item 9e)

private organizations and

individuals.

f\. Reference files pertaining to the Destroy when superseded

market analysis function. Files or obsolete. Review

include economic, population, and annually. (NARA Job

real estate data; census data and NC1-207-78-6, item 9f)

vital statistics; real estate and

economic library materials;

published reports; administrative

and technical issuances; and

instructive material used as a

working tool in market analysis

research.

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