T' I ~QUEST FOR RECORDS DISPOSITION AUTHORITY j' on ,A ......RP-29-12 National Economics Forecast...

bull T

1 bull LEAVE BLANKI ~QUEST FOR RECORDS DISPOSITION AUTHORITY JOB NO )

j (See Instructions on reverse) A305-9o-z DATE RECEIVEDTO GENERAL SERVICES ADMINISTRATION

NATIONAL ARCHIVES AND RECORDS SERVICE WASHINGTON DC 20408 9 3901 F ROM (Agency or establishment) NOTIFICATION TO AGENCY

Department of Energy In accordance with the provisions of 44 USC 3303a 2 MAJOR SUBDIVISION the disposal request including amendments is approved

except for items that may be marked disposition notBonneville Power Administration (BPA) approved or withdrawn in column 10 If no records 3 MINOR SUBDIVISION are proposed for disposal the signature of the Archivist is

not required Records Management Section (SSTD)4 NAME OF PERSON WITH WHOM TO CONFER 5 TELEPHONE EXT ARCHIVIST OF THE UNITED STATES

Kathleen Lipscomb Records Officer il ~ ~ (PO Box 3621 Portland OR 97208) FTS 429-5367 ~

6 CERTIFICATE OF AGENCY REPRESENTATIVE

I hereby certify that I am authorized to act for this agency in matters pertaining to the disposal of the agencys records that the records proposed for disposal in this Request of page(s) are not now needed for the business of this agency or will not be needed after the retention periods specified and that written concurrence from the General Accounting Office if required under the provisions of Title 8 of the GAO Manual for Guidance of Federal Agencies is attached

A GAO concurrence D is attached or [K] is unnecessary

BDATE C SIGNATURE~NCY R~TATIVE D TITLE

c~ 8990 J n A Ruatto Departmental Records Officer

9 GRSOR 10 ACTION 7 8 DESCRIPTION OF ITEM SUPERSEDED TAKENITEM (With Inclusive Dates or Retention Periods) JOB (NARSUSENO CITATION ONLY)

The Attached Bonneville Power Administration Records Manual Part 800 Chapters EQ FW LW and RP

~ -S---

~

N 7540-00-634-4064 STANDARD FORM 115 (REvmiddotsa31115-108 Prescribed by GSA FPMR (41 CFRI 101-114

------

i

_fiLE CODE

I I

RP-36

I RP-36-11

RP-36-l2

e-36- 3

I I I

I RP-37

1-----CHAPTER

1= T I 1_ RP-~7__

810 ~ RESOURCE PLANNING AND FORECASTING E

__________________ MAY 0 1 _~ J~~~ p

1 ~ ~~~E __~~~~E _ AND RETENTION SCHEDULE

RETENTION PERIOD OFFICE --------------

OFFICE OF RECORD OTHER COPIES RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN II - STORAGE IN

RECORD OFFICF BPA rnc O~FIC[

Peak Loads RPC S+2yrs 3yrs s Material relating to the maximum demand for power during a specified period of time

AUTHORIZATION Recommendation of Management PE~OIN~ I

Load Factors RPC S+2yrs 3yrs S

Estimates of load factors to convert energy to peakestimates PENOINf Diversity Factors RPC S+2yrs 1 3yrs I S

Estimates used to convert non-coincidental to coincidental peaks p~NOINr

ILoad Shapes RPC S+2yrs 3yrs s Projections of energy used by time of day and season of year P NOINC

Weather Adjustments RP S+2yrs 3yrs S Method of calculating for the affects of weather on energy i

usage

IAUTHORIZATION Recommendation of Management

PENDING I I

_ ____ _ -- -- __ --1I 1 _

bull - FIRST l pound1 TEA IN AAEA OFFICE ROUTING II 1 LJ WI

CHAPTER

810 T

+ L E

RESOURCE PLANNING AND FORECASTING

MAY 0 1 1900

P A

G RP-28 E

~--------- oA _

T aa- -ra E

P A PILE RL

GUIDE _

AND RETENTION SCHEDULE

FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION

RETENTION PERIOD OFFICE ~---------------

OFFICE OF RECORD OF ------ -IN ------- - -- -s-TO-RAGE---- ----

AECORD tOFF ICE SPA FRC

OTHER COPIES IN

OFFICE

RP-38 Sum of Utilities Individual forecasts for each public utility-customer bypoint of delivery Case file by year of study

(a) published documents and forecasts Approximately5 linear feetmiddot retained in chronological order withmiddot an-annual accumulation of 2 linear feet Offer to NARAmiddot in 5-year blocks when 25 years old

(b) Supporting documentation See also EX-1l-15publications

RPC See Dispo ition

2yrs

I

I

PNOI~~rs I I

10yrs p A

AUTHORIZATION Recommendation of Management

P~NOIG I

- A ACTIVE bull - FIRST LET rER IN AREA OFFICE ROUTING IL T U W) P llRMAtENT Z - ORIGINA liNG OFFICE SPA llHS NOV lllt 1

CHAPTER

I _fiLE CODE

I

RP-32-12

RP-33

1

810 T I RESOURCE PLANNING AND FORECASTING L E

p

~ FILE GUIDE AND RETENTION SCHEDULE T _

RECORDS SEAlES TITLE DESCRIPTION AND DISPOSITION

Program savings Estimates Materials pertaining to the estimated energy savingsassociated with each conservation program Case file by program

Demand Side Managementutility action designed to affect its loads either throughmarketing or through conservation and load managment

bUTIIORIZATION Recommendati on of Management

Short-Term Forecasts and AnalysesFive-year forecasts Use tertiary SUbjects Case file chronologically by year

(a) Published documents and forecasts Approximately5 linear feet retained in alphabetical or numerical order with an annual accumulation of I linear foot Offer to NARA in 5-year blocks when 25 years old See also FI-27Average System Cost PM-14 Rate AnalYSis and EX-1l-15Publications

(b) Supporting documentation


o

MAY 0 1 19tiJ IA

I ~ ~~-9 0

1

RETENTION PERIOD OFFICE _-------------

OFFICE OF FECORD pTHER COPIES OF IN STORGE IN

RECORD OFFICE BPA FRC OFFICE

RM A+2yrs 5yrs A

Case fileby program

RPP A+5yrs 5yrs A

A

RPC lOyrs P

2yrs PE~OfNrSy r s RPC A I I

PfNOI~C bull - FIRST LETHA If AREA OFFICE ROUTlt~G II T LJ WI

p-35

CHAPTER

810

T I r RESOURCE PLANNING AND FORECASTING

I IP

i ~ E li

RP-26

~ P ~ FILE GUIDE AND RETENTION SCHEDULE

MAy 0 1900 1 ~ T

FILECODE

RP-34-11

RP-34-12

RP-34-13

RP-34-14

RECORDS ERIESTITLEDESCRIPTIONAND DISPOSITION

Direct Service Industries Short-term Forecasts Forecasts and related studies of BPAs direct service industrial customers used for revenue forecasting and rate filing system operations

Generating Publics Short-term PortC1sts_ Forecast and related studies of BPA svqene ra t Lnq publiccustomersusedfor revenuemiddotforecastingandrate filingsystem operations

Nongenerating Publics Short-term Forecasts Forecasts and related studiesof BPA~s nongeneratin~ publiccustomers used for revenue forecasting and rate filingsystem operations

OFFICE OF

RECORD

RP

RP

RP

RETENTIONPERIOD OFFICEOF IlFCORD

IN ---middotmiddot-T- - --- - - -------STORAGE

OFFICE BPA FRC

l iSee RP-34iDiSPosi r ion

I i I I

I I

See RP-34Disposi~ionI I

I I I

i See RP-34 n i spos Lt ion

I

OTHER COPIES IN

OFFICE

Coordination AgreementForecast and related studies submitted under Northwest Coordination Agreement and used to system operations

the Pacific determine

RP See RP-34Disposi~ionI

Losses Federal transmission local loss estimates and studies

transmission and distribution RP A+2yrs 5yrs A


~r----------------------------------- - ---- - ----------- l_ _

K A ACIIIE bull FIRST LETTER IN AREA OFFICE ROUTING IL T U WI Z bull ORIGINA liNG OFFICE~ E P rEHr1ANlNT us OEfAt-lI~lNl Of (tI(fIG _ BONMmiddot v lll~ fOWtH OMIUSln I10N SPA 1~5 NOV 19lt11

S c(JI)t RcFOrlJd)HSOlfTf

I

----------------

CHAPTER

810 T

i L E


I

e-ILE CODE RECOrlDS SERIES TITLE DESCHIPTlON AND DISIOSITION

I RP-29 Economic Forecasts

Supporting documentation for published forecasts Case file by draft final and year using subjects below Approximately10 linear feet retained in alphabetical or numerical order with an annual accumulation of 2 linear feet Offer to NARA in 5-year blocks ~hen 25 years old See also EX-11-15Publications for final published document

AUTHORIZATION Recommendation of Management I

- l Summary Of Economic Forecasts~W-i~1--RP- 29-l Comparisons and examinations of employment and population~_~~~~~~~ r~fo~1~-~~~~-

bull I in states and regions outside the Pacific Northwest

bull I AUTHORIZATION Recommendation of Management

RP-29-12 National Economics Forecast Material on examinations of national trends in employment and population gross national product over a 20-year planning horizon

RP-29-13 Regional Economics Forecast Material on examinations of employment and population trends in the states of the Pacific Northwest over a 20-year plannin horizon

Demographics of Economic Forecast Material on examinations of trends in population personper household and housing stock over a 20-year planning

~~ ~~----------------------~ x - FIRST LETTER IN AREA OFFICE ROUTitJG IL T U W) I nnlrlrlllll1l[IHfl(I

P A

~ RP-23-o A

E ~MAY 0 t 1900 T~)

I RETENTION PERIODOFFICE r-------=~~~

OFFICE OF RECORD OTHER COPIES OF IN - -I STOAAG-E IN

RECORD OFFICE BPA FRe OH-ICE

RPC lOyrs P A

PENDlNC I I I

I

RPC 2yrs 3yrs A

PENDlNf I

RPC See RP-29 iDispositionI

I I I

RPC See RP-29 Disposi~ion

RPC See RP-29 DisPosiiion

--CHAPTER

T I~Rpmiddot-24810 RESOURCE PLANNING AND FORECASTING r~~-E

~

L

_AY0 I 1~ __J~~~r~9yen) p

~ FILE GUIDE AND RETENTION SCHEDULE _- -~

I FIETENT10N-PERIOO- OFFICE -----~~~---

OF - - DpoundfICE QF RECOR2 __ _ OTIf~R 9qPIEsect FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION RECORD IN STORAGE IN

RP-29-15 Economic Forecast of Fuel Prices RPC 29 Analysis of competitive market for fossil fuels in California markets

I Se_ 0 i 5 +~ 0

RP-30 Compar isons to Other Forecasts ~ _ RPC 3yrs I 2yrs I Sy r s _ S Tables graphs and br iefing ~materials -compa r-Inq curren t BPA forecasts with previous forecasts prepared by others

AUTHORIZATION Recommendation of Management P~NOI~C RP-30-11 Northwest Power Planning Counci 1 Forecast (NPPC) _ RPC 3yrs 2yrs 1 5yrs S

Material prepared by or for the Power Planning Council

RP-30-12 pacific Northwest Uti itlesconference Commi tteemiddot Forecast~ __ _RPlt_ )yrs S Material pr epar ed-by or)f or th e PacificNorthwestUtHitiesConference Committee (PNUCC) PfNrfilNr~~

RP-30-13 Internal Forecast RPC 3yrs 2yrs I 5yrs S Special forecasts prepared for internal use I

32 Conservation Issue Forecasts IRM A+2yrs I 5yrs A File all related material here except as specified in the following tertiary subjects

AUTHORIZATION Recommendation of Management P~NDI~C RP-32-11 Model Conservation Standards RM A+2yrs I 5yrs A

Building efficiency standards which have been adopted by the Northwest Power Planning Council (NPPC) )=~ I ~~

--__------------------------ ----- --_ -__---------- L----- ~JIt_4~_I-- -A~TIVE flHS T LET TER IN AREA OffiCE ROUTING IL T U W Kt A Pi hMANtNl l ORIGINATING OffiCE

BPA laS NOV 19H7~ ~ LJfI - -DOBSOLETE

CHAPTER I p

A

G RPmiddot~21 RESOURCE PLANNING AND FORECASTING

E

810 L- oE

MAY 0 1 1900 i~o=i~WQ 0 ____ L _

~ p FILE GUIDE AND RETENTION SCHEDULE T

I I RETENTION PERIOD OFFICE -------------- OFFICE OF RECORD OTHER COPIES

eFI~E CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION IN

REg6RD OF~~CE - -1- BPASTORAGE I-RC OFFICE

IRP- 27-12 l Commercial RPE s Statistical material relating to electricity generally used

~-i~~~ ~ for trade and service activities This sector ha$ a variety~~~~~-r~_ of building types such as offices schools retail stores~~

warehouses hotels and hospitals ~~ r ~

~~~~~~ (a) Hardcopy RPE 5yrs

(b) Microfilm RPE A - ~~lRP-2 7-15- Diversity Factors RPCD 3yrs

Reports giving the ratio of the sum of the non-coincident~~D~ ~ maximum demands of the various subdivisions of a systembull or

part of a system to the maximum coincidental demand of the whole system or part under consideration PENDINGI RP-28__1 Load Forecasts RPC I AI

I Long-term (20-year) forecast of regional power loads byI

I sector Case file by draft final and year Use tertiary I subjects below I

i (a) Published documents and forecasts Approximat~ly RPC 10yrs P A 10 linear feet retained in alphabetical or numerical order with an annual accumulation of 2 linear feet Offer to

~I NARA in 5-year blocks when 25 years old PENDING 1 I

(b) Supporting documentation RPC 2yrs s


pENmNG________ 1_

11t- I( - f-IRST LETTEfj Jtl ARfoA OFFICE nOLJTltHl (t r u w)KI k

FILE CODE

RP-28-11

RP-28-12

RP-28-13

RP-28-14

RP-28-15

RP-28-16

RP-28-17

CtlAPTER

T


1=--p


OFFICE

RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION REg6RD

Load Forecast Summary RPC Includes plans and schedules


Residential Load Forecast~-_ RPC Materials associated with current residential_ sector loads--energy and peak loads households and population

Commercial Load Forecast RPC Materials asso~i~t~d with current commercial sector loads--loads and commercial floorspace

Industrial Load ~vrecast RPC Materials associated w i t h current industriaL sector-loads-industrial output employment (excluding direct service industries) bull

Irrigation Load Forecast RPC Material on the total amount of irrigation sales of publicand private utilities

Direct Service Industry Load Forecast RPC Materials associated with current loads for Direct Service Industries Case file by specific Direct Service Industry(DSI) or plant

Miscellaneous Loads Forecast RPC Forecast and analysis of load and related factors that are

Ip -----[AG RP-22 IE I-~---

MAY O 1000 LI~ ~

RETENTION PERIOD ~--------~-_

OFFICE OF RECORD OTHER COPIES

-OF~~ - BPSTORA~E -~RC - -- OF~~CE ----1---A

2yrs p~NrDI~G

See RP-28 iDisposi~ionI I

iSee RP-28 Disposi~ion I

See RP-28 Disposi~ion I

I

Case file iby specific indLstryi

See RP-28 iDiSPosi~ion

I See RP-28 IDiSPosi~ion

I I II I

I i See RP-28IDisposilon

I i A ACJIVE - FIRST LETTER IN AREA OFfICE ROUTING IL T U W) P - PpoundHMANENI l -ORIGINA liNG OFFICE

DPA 1~5 NOV 1987 S SUPEP~fnE[)IOBSOLETE

I _FILE CODE

I RP-26

RP-26-lf

I _ I I I RP-26-14

CHAPTER

T

810 ~ I RESOURCE PLANNING AND FORECASTING E

I-P---------------------------------RETENTION SCHEDULElL~_I_L_E_G~~~_AND

RECORDS SERIESTITLEDESCRIPTIONAND DISPOSITION

Utilitycustomer Basic Data Historical data received from customers Use tertiarysubjects below

AUTHOHIZATION Recommendation of Management

Utilities Statistical material relating to electricity usageUtilities served by BPA are grouped according to whether they are pUblicly or privately owned and publics are further grouped according to whether they are generating or non-generating utilities Financial and Operating reportscontain statistics by sector (residential commercialindustrial and irrigation)

(a) Hardcopy

(b) Microfilm

Other Industries Statistical material relating to electricity used byNon-Direct Service Industries Includes manufacturingoperations that process a product or assemble units into a complete article as well as extractive activities such as mining and quarrying

(a) Hardcopy

(b) Microfilm

l~---IA

IG RP-19-~E_ ~_

0 iA~~~DMAY 0 1 H1QO

-------------- _-- J -

I RETENTIONPERIOD Of-FICE OFFICEOF RECORD OTHER COPIES - _--I OF IN STOHAGE INRECORD fOf-FICE BPA FIlC Of I ICE

iRPE S S

PEOIN~I

RPE i S

RPE 5yrs

RPE A

I I RPE s

P~NDlNG I I I

IRPE 5yrs I

RPE A PENm~G -~T-A--~--l--J------X- -LE-TT-E-R-N-A-R-EA-O-F-FI-CE-R-o-U-nN-G-I-L - - - - --- -- - -- -- - _F-IH-S-T -T-U-W-)----

bull bull _ OH1GltJA1Ur ()rrl(~t

----- --------- - ----- - - ----

---------------- - -

CHAtgtTER I

I~ T G RP-20

E 810 RESOURCE PLANNING AND FORECA~TING L oE

MAY 0 t 1990 ~ ~11~~~r~~rj~lI A

1 _ bull p

~ FILE GLIDE AND RETENTION SCHEDULE T _

RETENTION PERIODOffiCE r---- --~~ OFFICE OF RECORD OTHER COPIES

fiLE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION Of IN STORAGE IN RECORD

OFFICE BPA FRC OFFICE

RP-26-15 AgriculturalIrrigation RPE s Statisticalmaterial relating to electricity used for irrigation Includes consumers who require electricity for such uses as pumping spraying crops and stock pumpsfor pasturage

(a) Hardcopy RPE 5yrs

(b) Microfi 1m RPE A

RP-27 Utilization Data RPE S Data on electrical consumption

AUTHORIZATION Recommendation of Management PfNDlNG RP-27-11 Domestic (Residential) RPE sIStatistical material relating to electricity used by

residential farm apartment and seasonal dwellings with I such uses as space and water heating cooking and lighting I (a) Hardcopy RPE 5yrs

I(b) Microfilm RPE A I I I

-IpEN NG ~r-------------------------____---_----------------------- ------------__ oL-- ---1

A ACllVE x - FIRST LETTER IN AREA OFFICE ROUTING IL T U WI P - PfR~ANENT Z - ORIGINATING OFFICE

BN 104~ NOV 981S SUPl HSEOEDIOIlSOLETE

r- bull on n I rI_ I r V Ibullbull

CHAPTER= P A

T ~ RP-l 810 T

I RESOURCE PLANNING AND FORECASTING L E Jo

A _

MAY 1 1000 ~~~ -=-p---------------------------------------------- ---------

l~~I~~_GUI~~_ AND RETENTION SCHEDULE

IelLE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION

RP-23-13 Monthly Power Situation RPS 5yrs iI 10yrs 2yrs

Includes energy load forecasting PS

AUTHORIZATION Recommendation of Management P~NOI~GRP-23-14 LoadResource Balance RPS S+2yrsPacific Northwest loads and resources study rate case studies and related documents I

i

(a) Published studies RPS 12yrs

(b) Supporting data RPS 3yrs

(c) Computer printouts RPS 3yrs


RP-24 -+ Power projects

(a) FERC license applications and supporting material such RMG P

as notices and maps of specific hydroelectric projects filed by the BPA with the FERC includes methodology and models Case file alphabetically by project name or numerically byproject file number Approximately 300 linear feet and 10 vertical feet of map files retained in alphabetical or numerical order with an annual accumulation of 20 linear feet and 05 vertical feet Offer to NARA in 5-year blocks when P~NDI~G20 years old

IlTllORLZATJDtimiddot FRBC __I IlI-III-(~C)--(___J34)---__ ---- ~ - FIRST LETTER IN AREA OFFICE flOUTING (L T U W) r ----------- ---------- ---A -1IV1

I

CHAPTER P

T G RP-18 BPA A

E

810 + RESOURCE PLANNING AND FORECASTINGmiddotmiddotRECORDSL DE A-r~ANUAL ~9M~Uampr1

ElAY bull I 1990 ~bulllt_middoti~i~ FILE AND SCHEDULEbullbullmiddot ~

p GUIDE RETENTION - _ -

T

---------- --RETENTION PERIOD

OFFICE ~-----~~~~1

OF -- __Qf_fIC_E QF_~~go~9_____ __ QTljEf C9PIES FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION RECORD IN STORAGE IN

A+ l~ ARP-24 (b) Specific economic evaluations and analyses of potential RPP (cont) power projects including the washington Nuclear Power projects

Case file alphabetically by project name or numerically by I I project file number Use tertiary subjects below Approximately 8 linear feet retained in alphabetical or numerical order with an annual accumulation of 3 linear feet PE~OI~C Offer to NARA in 5-year blocks when 20 years old I


RP-24-11 Unsolicited Proposals RMG 3yrs S

Materials on proposals for acquisition received by Bonneville outside any formal solicitation process


RP-24-12 Evaluation Guidelines RMG S s Materials pertaining to factors evaluated in the process of determining feasibility of acquisition of a resource


RP-24-13 Data Requests and Responses RPP A+lyr A

Materials relative to external requests for information relative to BPAs activities (ie rate case etc)


--~ L- -- ---- ----- -- ------ ---- -

A ACIIVE a FIRST LETTER IN AREA OFFICE ROUTII4G Il T U W)

P iERMNENT Z - ORIGINATING OFFICE 111gt1~5 NOV 1981 5 ~UPER~ltrlEDOBSOLETE

----

CHAPTER I~-----

810 T I

T RESOURCE PLANNING AND FORECASTING L E

P

~FILE GUIDE AND RETENTION SCHEDULE J _

------------------------ --------YAY 0 1 1000

----------

I ~ RP-l5_-10 - - -- --

I~A)~~

RETENTION PERIODI OFFICE ~------~_-OFFICE OF RECORD OTHER COPIES4tILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION nEg~RD - - --N - -- ---1 - - - STORAGE-- - - - -- - IN-

IOFFICE I BPA FRC OfFICEI - RP-22 Water Resources Basic Data RPS S i S Case file by using the following tertiary subjects See

also RP-24 Power project and RP-25 Power Studies

AUTHORI~ATION Recommendation of Management PpoundNmN~ Depletion RPS S S Data relating to streamflow depletion due to irrigation ~ENONCevaporation drought and other conditions and situations I

I RP-22-12 Pumped Storage RPS S S

- Data relating to pumped storage sites includi~g generation and pumping capability + J PENDlN~

J ~i U-22-13 Floods and Flood Control RPS S+2yrs I s

Data relating to flood control requirements

AUTHORIZATION Recommendation of Management PENDING I i IRP-22-14 Storage RPS S+2yrs S

Data relating to site storage capabilities I i

AUTHORIZATION Recommendation of Management ~ENOING I IRP-2--15 Streamflow RPS S+2yrs~ ~ i I 20yrs S

Data relating to historical modified streamflows actual runoff experience and estimated long term flows P~NDIGAUTHORIZATION Recommendation of Management----- l-- ----- -------_ -------- i i

K A ACTivE - FIRST LETTER IN AREA OFFICE ROUTING IL T U WI - ~r f 1 ~ tf ur ORUlINfi TIfJ( nrr trF

CHAPTER p

810 T

+ RESOURCE PLANNING AND FORECASTING ~ RP-16 E

l E

lAY O 1900

o A T -Qritil amp 01)E

p~ FILE GUIDE AND RETENTION SCHEDULE l -_ ------

FILE CODE RECORDS SEAlES TITLE DE~cRIPTION AND DISPOSITIO-J -- -----------IN


RP-22-16 HeadwaterDownstream Determinations Data relating to determinations of and payment

headwater benefits RPS A+2yrs lOyrs A

AUTHORI ZATIONmiddot Recommendation 0L Management

RP-23 Load StudiesStudy TypesFile general material about load studies here File specific load studies using the following subjects When material pertains to specific projects or studies that are indexed at RP-24 or RP-25 file in those locations or cross-reference material in both locations Cross reference location of all computer printouts

RPS

i

P~NDI~C

S


RP-23-11 Study RequestsRequests for economic evaluation of system changes


RPS A+lyr

PENDI G A

RP-23-12 peaking Studies Capacity studies and sales total system and long term capacity development and analysis

individual RPS A+2yrs I

I 8yrs S

AUTHORIZATION BPA Records Schedule amp Files Handbook POM-39 P NOI G _ 1- -- __ __ -1

A ACTIVE FIRST lETTER IN AREA OFFICE ROUTING (l T U WI

P PERMANENT Z ORIGINA liNG OFFICE uS OtPH1MtNI Of [t[HGy - 80md lllll PCMlR AOMlhiiSTI-IA110N BPI 1amp45 NO 1981 lt cllpr [)t()RSOI FTF

_______ __

CHAPTER I r P A ~G

II i E RP-14

810 i ~ RESOURCE PLANNING AND FORECASTING I I

J~F- LE GtJIDE AND RETENTI __SCRELE __ ~------------------ --------I FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITIONI

RP-21-17 - CogenerationMaterial relating to the simultaneous production of

i electricity and useful heat energy from a fuel sourceI

RP-21-HI Nuclear Material relating to the energy released by a nuclear reaction esp by fission fusion or radioactive decay

RP-2l-19 Hydroelectric--SecondaryMaterial relating to production and marketing of secondaryhydroelectric power


__~I~ RP-21-20 Conservation Methods Material on the various methods used for conserving energy

~ rp-21-~ Potential and New Resources Resources not listed above Case file as needed

I RP-21-23 Generation EquipmentTechnology issues and advances

I RP-21-24 Protected Areas

Material related to identification and analysis of streamsboth within and outside the Columbia River Basin that are protected from hydroelectric development by the Northwest Power Planning Co~ncils Protected Areas

hE rAp--_-Ap-cEr-RI_-EA-N-EN-r---------middot---F-1I1-sr-L-E-r-R-I-N--AR-E-A-O-FF-IC-E-Ro-u-r-IN-G-IL-_ r-u-w-) ------------- --- -- ------

fAptNDtNC----------1 D

08~~HO -

----------- ---- ----- --~--- ----------- - - - - -

--r- --- -------------------- -------- - I

I RETENTION PERIOD I I OFFICE OFFICE OF RECORD Oi--HE-R-COPIEs-1

OF ---1-- - -----STORAGE --- --- -- ---- -IN--- --1

RECORD f--------------- ----- I OFFICf i BPA i ~RC OFFICE- -n-- ---~~2yr~ -----1---3y- - I- 7yr~----- -A ----------

R~lG A+2yrs 3yrs 7yrs

RHG A+2yrs 3yrs 7yrs A

PENDINt RHG A+2yrs 3yrs 7yrs A

RMG A+2yrs 3yrs 7yrs A


PJ A+2yrs 3yrs I 7yrs

P~NDlNGI

1_ ----II

I ~ I_ z - ORIGINA liNG OFFICEI I c s CEmiddotAfl1t~ENl OF [tElGV a0IJ1 JIU E eo v- Ul ~ow SIR ON SPA 1845 NOV 1987LY j _S bull lt)UPERS~OE_D_IO_B_SO_l_ET_~ see Section 800 8101 c)planallon 01KEY ~e~ ~ _

--

CHAPTER P A

I

810 T RESOURCE PLANNING AND FORECASTINGLIE i inp-----------------------------------i~ FILE GUIDE AND RETENTION SCHEDULE

____ LT ------=--~=--- - ~--l--~~--~-=-~PENDINGbull

I RETENTION PEhlOD

I OFFICE OFFICE OF RECORD OTHER COPIES _FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN-- ---- -- - --STQ-RAGf

IN RECORD - - --- -- - -

OFFICE I OPA me ------_ r-- ------ I RP-21-11 Geothermal RMG A+2yrs 3yrs 7yrs A

Production and use of energy derived from geothermal resources including regional database and summary of legaland institutional factors in various jurisdictions

RP-21-12 ThermalFossil R~lG A+2yrs 71rs A Material relating to both thermal and fossil fueled generating resources

RP-21-13 Solar RMG A+2yrs 3yrs 7yrs Material relating to production and lise of energy derived from the sun

Wind RMG A+2yrs 3yrs 71rs A Generation of electricity by conversion of energy from windincluding regional database and summary of legal and institutional factors in various jurisdictions

RP-21-l5 Hydroelectric RHG A+2yrs 3yrs 7yrs A Material relating to the generation of electricity byconversion of the energy of runningflowing water

I I RP-21-l6 Biomass RMG A+2yrs 3yrs 7yrs Ar I Material relating to organic matter that is available on I i a renewable basis including forest residues agricultural[ crops and wastes wood and wood wastes animal wastes

livestock operation residue aquatic plants and municipalwastes PENDING

K bull

------

__

CHAPTER

A

T ~ RP-12 I

810 ~ RESOURCE PLANNING AND FORECASTING E D

A

fP -----1mt ItliW ~ 08-06-90 ------~--------

________________ ~ FILElL________ GUIDE __ _ AND RETENTION SCHEDULE _ -----------[Ll-UUU----------- ------------ ----T- ----1---------- ----------------------

I OFFICE I RETErmON PERIOD - - - - - - - I I

---- -- --- __Q~pound9J~--9FHE~9poundl12 _ _~TI1ERCOpIE~ I

bullFIlE CODF Tmiddot RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN i STORAGE iN 1RECORD i------- ----1------

I OFFICE I BPA FRC OFFICE-- ----- -- ------ --t---~----- l

RP-20 Non-Federal Development at Federal Facilities RMG A+4yrs i 3yrs P A II File general material using the following tertiary SUbjectsSee also RP-24 Power Project Evaluations and Analyses and RP-25 Power Studies Approximately 8 linear feet retained I

II in chronological order with an annual accumUlation of 2 linear feet Offer to NARA in 5-year blocks when 20 years old

I

I PENDING AUTHORIZATION Recommendation of Management

RP-20-13 I Potential Hydroelectric Power RNG See RP-20 DispositionM3terials pertaining to assessments performed to determineI

the feasibility of potential hydroelectric power plants

bull

RP-20-l4 Efficiency Improvements RHG See RP-20 DispositionMaterials pertaining to operating efficiencies (particularlyhydro) that can be adopted to save use of energy i

i i RP-20-l5 Options RHG See RP-20 Disposition i

Materials pertaining to the program of middotopt~oningA power I

resources whereby Bonneville would have the right--but not the obligation--to buy power resources within a specified I

Itime at a pre-arranged price

RP-21 Energy and Capacity Resources--Basic Data RMG A+2yrs 3yrs 7yrs II

Data and information related to resource technologies I operating characteristics and research and development

I

AUTHOHIZATION Re-commendation of Management RENDING I ___________ ~ I _I ---- -J

- ACTIIE bull - fiRST LETTER IN AREA OF ICE ROUTING IL T U W) ] ------ - ---

E P - PERMANftH Zmiddot ORIGINATING OfFICEIT A

vs CFIAHTIIjT c lNt l SPA 184S tJOV 1991 _( S - SUPI -- )_IO_O~SO_L_El_E ~__=_Sec Sectron 800 8 lor txpttlnnl~n 01KEY le~ _L

- - - - --

CHAPTER P

AT ~ RP-p - I

I810 ~ RESOURCE PLANNING AND FORECASlINGE I

i IAltL- ~08--06-90p PE u nu ------------------N

bull t RETENTION PERIODOFFICE -------~--

OFFICE OF RECORD OTHErl COPIES RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF - ------ -IN - --------- - STORAGE -- - - -- - I~ -- --

RECORD OFfiCE [JP rAe OFFICE

RP-18-11 Analytical ToolsModeling Tec~niques RPP S+5yrs S

Materials relating to the following models ISAAC CPAM MICROFIN 8DSM SAM plus decision analysis optimizationsimulation models PENDINGAUTHORIZATION Recommendation of Management

RP-18-l2 Resource Cost-Effectiveness I RPP A~5yrs 5yrs A

Analysis of cost and availability of a resource which makes it suitable for acquisition to meet Administrators load obligation PENDING AUTHORIZATION Recommendation of Management

ieI

RP-18-13 Marginal Costs HPP A+5yrs lOyrs

I Consists of documentation such as rate analyses used to derive BPA marginal cost estimates

AUTHORIZATION Recommendation of Management PENDING Marketing RPP A 3yrs 7yrsRP-18-14 Material relating to analysis of capacity and energycomputer modeling techniques development and utilization

I

AUTHORIZATION Recommendation of Manag~ment PENDINGI

I i I

i __________ Jr-T---- -- --- ----------~flt~ A 11~ - ~IH~r LEfTLR IN ARLA OFFICE ROUTING IL 1 U IN) i E n Pf rlIJl ~~r Zmiddot ORI(INAlING GFf-ICE 1

1-----CHAPTER

Alaquo~8PAitbull p

T ~ RP-lO~ib~tRicORDi810 + RESOURCE PLANNING AND FORECASTING

Ebull MANUAL L

lAY I 1900 P~it~11middotmiddotmiddotmiddot ~ FILE GUIDE AND RETENTION SCHEDULE T

-- -----------------_- -RETENTION PERIOD

OFFICE 1--------------_OFFICE OF RECORD OTHER COPIES FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION

REg~RD middot---F~~~~- ---l-~middot~psTCiR~GEmiddot-FR~- Of~~CE

RP-17-13 Lost Opportunity Pesources RPE A+3yrs 5yrs A

Material relating to programs policies evaluation criteria and similar documentation for lost opportunitygenerating resources P NOI C AUTHORIZATION Recommendation of Management

I I RP-17-14 Displacement RPS A+3yrs i Syrs

Materials relating to various resources that may be considered for displacement of existing resourees ~ENOHGAUTHORIZATION Recommendation of Management

RP-17-lS Pre-Construction Assistance Program RMG M3yrs I SyrsMaterials pertaining to Bonneville-provided assistance (financial and technical) for implementation of conservation measures prior to construction P NOIHG AUTHORIZATION Recommendation of Management

I P-18 Economic Analysis RPP A+Syrs I

Material relating to economic (Cost and Income) analysis See also RP-24 Power Project Evaluations and Analyses and RP-2S Power Studies I I

I II AUTHORIZATION Recommendation of Management

P~NOINC h---------------------------------- --

lCTIVE

P PERMANENT Z bull ORIGINATING OF FICE

A bullbull FIRST LETTER IN AREA OFFICE ROUTING (L T u WI

uS OlfAHIEtlil Of trlltG - b()fIllll OWlH AONSIAAON BPI 1145 NOV 198 ~JPfRfOfOOBSOlETE 5

I

I

I p -- -----CHAPTER- A

T I yen RP-9 810 + RESOURCE PLANNING AND FORECASTING I

I -

l E 1

Mf 0 1__~ F0

~~s9~-

p~ FILE GUIDE AND RETENTION SCHEDULE ---- ----- ------- - - ---

I ~ ~R~E~T~E~N~TI~O~N~PE~R~I~O~D~OFFICE -

OFFICE OF RECORD OTHER COPIES RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION Ij_llE CODE ---~~~c~----1- --__ ___ __ _ _ _ __ _ _ REg6RD ~PASTclAAGE - ~-- ~ OFFICE

RP-16-20 Detailed Operating plan RPS See RP-16-119 DiSPOjitiOn Detailed operating plan (DOP) and supporting documents t Approximately 2 linear feet retained in chronological order P NDIIJG with an annual accumulation of 1 linear foot ~1

RP-16-2l Enti ty Report RPS See RP-16-19 DiSPolsition

Reports from the Canadian entity (BC Hydro) and the US PE~ entity (BPA Corps of Engineers) Approximately 1 linear DINQfoot retained in chronological order with an annual accumulation of 1 linear foot

RP-17 Resource Acquisitions RMG A+3yrs I SyrsI

Material relating to resource acquisitions See also RP-24 Power Project Evaluations and Analyses and RP-25

power Studies PI ENDING AUTHORIZATION Recommendation of Management

RP-17-1l Acquisition Methods RMG Documentation of terms and conditions of purchase A+2yrsptHOINier agreements outside BPA Case file by resource types


I Small Resources Program RMG A+2yrs I

I

3yrs i

IOyrsDocumentation of issues and criteria for a=quisitions byany party and in various states

RP-17-12

P~NDI G AUTHORIZATION Recommendation of Management j _ _---------- ------ ---_--_

~-~A- ~~l---L------ -F-~-r-t-E-~T-E-n -IN-A-A~-A-O-FF-IC-E-A-OU-T-IN-G-Il-T-U -w-) ------- - ------ -- -------- - ----

----- ---- ---

CHAPTER 1----- -

~8PA T I ~ RP-8 s _iRECORP~ 810 RESOURCE PLANNING AND FORECASTING

Ebull MAt11~ l 1~61~MAY (J J ~ E -- --1--1~rif-~~Z~~ I~FILE GUIDIAND RETENTION SCHEDULE

_____________ LT

FILE CODE

RP-16-18

RP-16-19

~

RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION

Assured Operating planAssured Operating Plan (AOP) and supporting documentation for the operation of the columbia River Treaty storage in Canada Approxilnately 15 1inear feet retained in chronological order with an annual accumUlation of 3 linear feet

(a) Hardcopy - Offer to NARA in 5-year blocks when 20 yearsold

(b) Microfilm (COM)


Assured Operating Plan Hydroelectric Studies Materials pertaining to the hydroelectric studies performedin support of the Assured Operating Plan Approximately 6 linear feet retained in chronological order with an annual accumulation of 2 linear feet


(b) Microfilm (COM)


RETENTION PERIOD OFFICE r--------------_

OFFICE OF RECORD OF -IN ~ -- - -- - STORAGE -

RECORD OFFICE BPA FRC

RPS

RPS 7yrs

p HDINGRPS 30yrs I

RPS p NOI~G I

I

RPS 7yrs

P ffDluRPS 30yrs

I I

PNDI~G

OTHER COPIES IN

OFFICE

S

S

S

S

~ -I ClIVE x - FIRST LETTER IN AREA OFFICE ROUTING IL T U W)

P PERMANENT l -ORIGINATING OFFICE

S SlJPtRsectEOEOOBSOLETE

810

CHAPTER

T RP-7I~t_R_E_S_O_U_R_C_E_P_L_A_N_N_I_N_G_A_N_D ~~~ ~~~__F_O_R_E_C_A_S_T_I_N_G __

p

~ FILE GUIDE AND RETENTION SCHEDULE I ---- -----

t I RETENTION PERIODI OFFICE ~------~~~~

OFFICE OF RECORD OTHER COPIES _FilE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN -- bull --1 STORAGE IN

RECORD I OFFICE BPA FRC OFFICE

RP-16-14 Downstream Benefi ts RPS A+7yrs 3yrs i P 5yrsStudies and reports Appr ox Lma te Ly v S linear feet retained - II I

I in alphabetical order with an annual accumulation of I linear foot Offer to NARA in 5-year blocks when 20 year old PEOI~CAUTHORIZATION Recommendation of Management I I

RP-16-15 Storage and storage Requests RPS A I 3 I P 5yrsRequests studies and reports Approximately 6 linear I feet retained in alphabetical order with an annual accumulation of I linear foot Offer to NARA in 5-yearblocks when 20 years old ~ENDlHG

iAUTHORIZATION Recommendation of Management

RP-16-16 Plant Data RPS s Data received from Canada for use in studies and models


RP-16-17 Hydrometeorology RPS s Data policy and procedures related to hydroelectricmeteorology Does ~ include meeting minutes agenda and Irelated material Approximately 3 linear feet retained in alphabetical order with an annual accumulation of 6 linear inches Offer to NARA in 5-year blocks when 20 years old PENDI~GAUTHORIZATION Recommendation of Management

I __ L ------------------- _------_---- _-- _-_ - __

( 1 plE fiRST LETTER IN AREA OFFICE ROUTING (I T U WI

CHAPTER Ip A

T G RP-6 E

810 RESOURCE PLANNING AND FORECASTING L E

MAY 0 1 1900 p

~ FILE GUIDE AND RETENTION SCHEDULE T

RETENTION PERIODOFFICE r--- ~ ~~ ~ __OFFICE OF RECORD OTHER COPIES

FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN STORAGE - -- IN RECORD

OFFICE BPA [ FRC OFFICE

II

RP-15-l8 Western Systems Power pool Issues RPS See RP-15 iSPosit~on j Material relating to the Western Systems Power pool (WSPp) I

I

Columbia River Treaty Issues RPS A+5yrs 10yrs 3yrsP-16 All treaty-related material including Columbia River Treaty(CRT) Permanent Engineering Board (PEB) and Permanent

I Engineering Board Committee (PEBCOM) Use the followingI tertiary subjects and dispositions filing material alphabetically by name or title~~

RP-16-11 Canadian projects RPS 3yrsMaterial relating to existing and new Canadian projects


(I - US Projects RPS A+3yrs 3yrsMat~rial relating to existing and new US projects


Pmiddot-16middot-13 Agreements RPS A+7yrs Syrs~ Agreements related to the treaty between the US and

Canada Approximately 8 linear feet retained in alphabetical order with an annual accumulation of 1 linear foot Offer to NARA in 5-year blocks when 20 years old


-K I ~~~J~----- bull FIRST LETTER IN AREA OFFICE ROUTING IL T U W)

- E r- PfHI1ANENT Z bull ORIGINATING OFF ICE SPA 1amp-45 uov 19U1

~ft HSEOfOIOASOLETE

--

- -- - - - - - -----

- - - - --- -- - ----- - - --- ----

CHAPTER

T

810 T I RESOURCE PLANNING AND FORECASTING l E

~~ middot1 middot1900 p

= FILE GUIDE AND RETENTION SCHEDULE L _

---_- __-- --- -- -- -- - - -RETENTION PERIOD

OFFICE OFFICE OF RECORD OTHER COPIES

ailE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN STORAGE

IU

RECORD1 OFFICE - BPA r- FAe OFCE

Rp-l5-11 Intertie Development and IJse RPS See RP-l5 DispositiionSystem analysis work associated with development of the Interties and EIS

I I RP-l5-12 Northern Interties RPS See RP-l5 iDiSPosi~ion Material relating to development and use of interlies (IDU) 1

with Canada (not related to RP-l5-16 BC Hydro)

RP-l5-13 Eastern Interties RPS See Material relating to interties with Idaho Montana Utah Wyoming and other stateD to the east

RP-15-14 Southern Interties RPS See Material relating to interties with California and the Inland Southwest

I RP-l5-15 Third AC Intertie RPS See RP-l5 DispositionEconomic analysis of proposed construction of the third intertie to California

RP-l5-l6 British Columbia Hydro Issues RPS See RP-15 DiSPosiJion Material relating to non-treaty policies and studies of interties with British Columbia Hydro (BCH) (not related to RP-15-12 Northern Interties) i)

I

RP-15-l7 Loop Flow RPS See RP-l5 Dj spos i Ion Material relating to system and individual utility load and resource data

---- __ -- __ 1-- __ - _ _ _ _

FIRST I fTfER IN Af~FA OFFlrf HOtJTnJr 11 T II WI

(rlAPfEH 1

A

G RP-4 F 810

T

RESOURCE PLANNING AND FORECASTING L

DE

WY euroI I l~ ft

~-~ p ~ FILE GUIDE AND RETENrroN SCHEDULE T _

OFFICE RE_T_EN_T_I_O_N_P_E_fl_middoti ~ 1_0_01

OFFICE OF RECORD OTHER COPIES FILE CODE RECORDS Sf AlES TITLE OESCRIPTIG

I I

r~--REg~AD IN - ST6AA~E IN

Off-ICE BPA I FRe 01 FICE -- ------- -------- - - -- - -- -II RP-14-13 NonE rm Surpl us HPS S I 2yrs I S

Mat~rial relating to availability (hydroelectric energy

AUTHORI ZATION Recommenda tion of t ~(NmGRP-15 Planning for Interties and Interconnections RPS i

Material relating to the development of policiesprocedures and agreements and the development and analysisof Ln t e r t ie marketing and operational alternatives Within tertiary subjects case file alphabetically by n[I0E

intertie or interconnection See also ED-14 Intertiesand OP-13 uperation of Interties and Interconnectl~ns

(a) Correspondence and other material establishing BPA RPS A~2yrs P s policies and procedureamp governing irlterties and interconnections Approxiillately 15 linear feet retained in alphabeticdl order with an annual accumulation of 3 lin~ar feet Tra~sfer to FRC 2 yearb after active PENDINGand offer to NARA when 20 years old I

I I

i (b) correspondence resarding format and content of RPS S or s agreements prototype agrdements letter agreements 10yrsand other related matters except when concerning a specific contract

AUlIWRIlArloN Recommenda tion of Management p~NmNG I

- --------~---FJI1~I 11l1lA IN AIi~A OU IClliOuTiNG IL 1 u

OHIGINATING OFFICE

Wi

___ --- -- _-

u~ OtgtAUIMENl Of Ertlll ilJIII1 vur L f(vt ()~I~ljrlurl

----

- ~

FILE CODE

RP-l3-13

RP-l3-l4

~P-14

I I RP-l4-11

RP-14-l2

CHAPTER

T I 810 ~ RESOURCE PLANNING AND FORECASTING E

P



Supply Curves Material relating to the assessment of resource costs and availabi Ii ties


Responses to Resource program proposalsComments received on the -draft- Resource program and analysis for the Final Resource Program


Energy and Capacity Types Material relating to the availability of various types of electrical power including studies reports and tables


Firm Material relating to availability of total system firm energy or capacity and hydroelectric system firm energy or capacity


Firm SurplusMaterial relating to availability of total system firm surplus energy or capacity

P A

~ RP-3

o

YAye 1 1900 A

~o4 29 ~

RETENTION PERIODOFFICE r------~~~~~ ------OF - OFFlg~_Qf_I~gQpound2 QTl~I_CQPI_E~_

RECORD IN STORAGE IN

BPA -- i---FACOFFICE OFFICE

RPE A+3yrs 5yr-S S

tlMotNG RPP A+3yrs I S

I I I

P~NDI~C RPS S S

fENQINC I RPS S 2yrs S

~ENDING RPS S 2yrs S

rEN liNG --AUTliORI-Z IT I ON RecollUUendatlon-oLl1anag1men L- ------- --- - -----

x - FIRST LET rcA IN AAeA OffiCE 110UTltiG IL r U WI

- CHAPTER

810

IT

I T L E

I

IC=---~T

LAw

----

FILE GUIDE~-~--- - ---- --AND RETENTION SCHEDULE

MAY 0 1 1900

P A LW-13 G E

o ~~ E DOE7N]gtRA

I

~-2B-17


Ratemakinq RepaymentMaterials relating to financial issues involving project amortization Treasury repayment revenue requirementsseparate accounting and other financial goalh and practices related to BPA ratemaking Includes legalinterpretations of BPA fiscdl and accounting practicesSee also FI-28 Revenue Requirements and FI-29 Repayment


I 1 OFFICE

OF RECORD

AP

RETENTION PERIOD

OFFICE OF RECORD IN -- STORAGE

OFFICE

I BPA FAC

A+2yrs 3yrs 30yrs

i I

OTHER COPIES 111

OFFICE

A+lyr

LW-29

LW-29-11

Legal Issues about WPPSS Material relating to legal issues between the BPA and the Washington Public Power Supply System (WPPSS) specifically their development of nuclear power projects (WNP) ~

ISf()S~~ Tr~~ +1) fJ tlLA- ~( Syr blac-ks w~ JV Yamp-r$ o AU~UQRIilAiIDti bull Reeemmelidali6H af HOlAOl3e1tteM-

WPPSS LitigdtionLitigation about BPAs dealings with Washington Power Power Supply System nuclear projects

AP

AP

5yrs

A+lyr

I 3yrs

p~NDlNr~ I 3yrs ~ I

I I

A+3yrs

A+3yrs

PEiNDING I i

FIRST l ETTER IN AU[A Of FICE ROUTING IL T U W) 1 OFlIGItJI1 ItJ(i OFf-Wt

t bull

---------

--

-

_FILE CODE

RP

i

-I

CHAPTER

1 I

810 [ RESOURCE PLANNING AND FORECASTING E

FILE GUIDE AND RETENTION SCHEDULE


RESOURCE PLANNING AND -PORE-CASTING- ------ - - - --- -- ---- --

Material relating to resource planning and forecastingincluding BPAs resource strategy and generation studies Data may be recorded on various media including paper film tape disk or diskette unless otherwise specified in the narrative disposition

Disposition In accordance with instructions for specificmaterial described by the following related subjects

AUTHORIZATION Recommendation of ManagementAll temporary records under the primary subject Resource Planning and Furecasting- with retention periods of 5 years and longer are justified because of (a) the need to support program and policy decisions to the Northwest Power Planning Council and (b) the need to support planning and acquisition of generating resources and (el the need to document decisions in light of the potential for lawsuits against SPA

All permanent records under the primary subject Resource Planning and Forecasting are justified because of (a)the Columbia River Treaty which documents with Canada the annual operating and planning data needed permanently for historical purpo~es and (b) published forecasts which are needed to provid~ an historical record of databases and of the bases for rate and income decisions bull

OFFICE [lPA I FRC - --- --- ---- ---1 __ - - - -- --tSee Disposition

P AG RP-E

D A

1 E

I

A+lyr -I

---------~------------~--l -

FILECODE

LW-28-12

LW-28-I3

-1 - - - -~-r 1 f

CHAPTER

810 r T L E

LAW

p

~ E

LW-Jl -

P A

_~FI~_E ~UI_D_EAND RETENfION SCHEDULE

RECORDS SERIESTITLEDESCRIPTIONAND DISPOSmON OFFICE

OF RECORD

RETENTIONPERIOD OFFICEOF RECORD ---T---- - ------ -

IN STORAGE

IOFFICE SPA FRC

I

OTHER COPIES IN

OFFICE

Federal Energy Regulatory Commission Review The formal evidentiary recoros of the Federal EnergyRegulatory Commission (FERC) review of BPAs rates pursuant to Section 7(i)(6) and Section 7(k) of the Northwest Power Act 16 USC 83ge(i)(6) and 83ge(k)and the FERCs regulations for Administrations 18 CFR 3001 rate filing and by FERC docket

Federal Power MarketingMaintained by year of

number


AP A+2yrs 3yrs 30yrs

I

PENDINGI II I ~

A+lyr

Courts ReviE All materials considered by various courts in formal review of BPAs rates Includes the formal evidentiaryrecord of prior proceedings before the BPA Administrator and the FERC as well as all legal pleadings briefs and orders of the Court Customarily review is through US Circuit Court of Appeals US Claims Court or the SupremeCourt of the United States Maintained by year of review and by Court Jocket number



P(NDING II [ I

I

A+Iyr

i

I f-UlST It I1f-HINAHrA()rrWr R(HtlltJ(-1I Til Wl

V~E~~ CHAPTER

810 T I LAW T L E

P A

_~_~ILE_GUDg_-ND RETENTI~~_ ~_~~~DULE

lAY t 1990

Ii ~~-12-


OFFICE

RE~~RD

--

__ ~RE~TEN~TIO~N~PERIOD_ _ _


-~~~----T---~p~STOR~EFR~ --- -- --orCE

~W-28-H Average System Cost Review Materials involving BPA purchases and sales under Section 5(c) of the Northwest Power Act 16 USC 839c(c)determined under the Average System cost Methodologyrecords of Average Cost Methodology consultation processes and materials from state retail rate case interventions and other secondary sources Maintained by year and either by Residential Exchange s rancu ASC docket number or by State Public Utility Commission docket number or by Federal Energy Regulatory Commission docket number See also FI-27 Average System Cost Determination

AP I

A+2yrs 3yrs I 30yrs

P~NOI~G I

I I

A+lyr


LW-28-lS General Power Rates DevelopmentMaterials involved in the development of wholesale powerrate proposals Includes issue papers analyses and comments


AP A+2yrs 3yrs 30yrsI

I

P NDI~G A+lyr

LW-28-16 General Transmission Rates DevelopmentMaterials involved in the development of transmission rate proposals Includes issue papers analyses and comments


AP A+2yrs 3yrs 30yrs I

P~t~DI~G A+lyr

0-

- -1- --- _ I

A A~llE x - FIRST LETTER IN AREA OFFICE ROUTING (L T U WI P PlAMANEtH l -ORIGINATING OFFICE

S SlJPI nltf FDI()BSOI ETE BPI 1~5 NOV 1987

CHAPTER

810 T

~ LAW L E

p

A

G E

D A

~

LW-10

03-18~

_______

p~ FILE T

GU IDE AND RETENTI ON SCHEDULE _

LW-28

- -- -


-- --- -- -- --- - - - - -- ----- ---------- ----- --------------------- --- ---

------- - -------------- ------ -------Legal Issues about BPA RatemakingLegal analysis interpretation and justification supporting

B~~-formulated charges for the sale or disposition of electric energy and capaci ty and the provi sion of transmi ss ion servi ces Active for this subject and its tertiary subjects is the period during which the ratemaking case remains a legal issue

--------- -- ---- ---- -- -- - ----RETENTION PERIOD

OFFICEr-------------OFFICE OF RECORD OF -----IN ---1- - -STORAGE -- -

RECORD OFFICE r--- -SPA--- i ---FRC---- --- - -------r ------ ----1-- -- - --AP A+2yrs 3yrs 30yrs

It I

ornce

A+lyr

OTHER COPIES I

AUTHORIZATION Recommendati on of r~anagement

L-I-28-11 ~-

BPA Rate HearingsThe formal evidentiary record including public comments

-compiled during the course of hearings conducted before the BPA Administrator pursuant to Section 7(i) of the Northwest Power Act 16 USC 83ge(i) Includes discrete rates of limited application as well as general rate adjustments involving BPA wholesale power and transmission rates Includes litigation documentation about rate cases r~aintained by year of rate filing Offer to NARA in 5-year blocks when 30 years old See also PM-16 Rate Filings and Hearings

AP A+2yrs 3yrs P

~~--II

A+lyr


I

I

--- ---- ---- - -----

I

i---- - ----~------- --- ------- nus r I r t rrn III AREA OFfiCE nounuo (I T I W)

I bullbull tf I)fH( II ~II~(~Ilnr

------------

CHAPIIH

810 LAW

P A

TR PILE GUIDE AND HETENrION SCHEVUIJf

I Fil E CODE RECORDS SERIES TITLE DESCRIPTION AtlO DISPOSITION

~[W-28 -Legal Issues about BPA RatemakingLegal analysis interpretation and justification supportingB~~ormulated charges for the sale or disposition of ~lectric energy~n~ capacity and the provision of transmission services middotActive_~r this subject and its tertiary subjects is the period dur g which the ratemaking case remains a legal issue


LW-28-11 BPA Rate HearingsThe formal evidentiary cord including public commentscompiled during the course f hearings conducted before the BPA Administrator pursuan to Section 7(1) of the Northwest Power Act 16 USC 83ge ) Includes discrete rates of limited application as we as general rate adjustments involving BPA wholesale porates Includes litigation documentation rate cases Maintained by year of rate filing

~U~I~~H7rrd~~4I~ ~ -

~~gl(~~~~~U

II IA G LW-IOI f u

~ -94 i ~-~~ MAY I 1000 IA

DO~NAI

Of ICE I n_E_T_E_r~_TION_PE_R_IO__r __ __D_

OFFICE OF RECORD OHHR COPIESOF

I 111

OFFICE OPA f IK Of fll

1-RECORD IN - - STORAGE

~

AP A+2yrs 3yrs 30yrs At ly rI

I

I I

PNm~c I I

AP A+2yrs 3yrs At l y r

I

REND NC

- K 1- - AU 11 bull fIfISTlU[HINAII~AOfflllfIOUIIGfl 1 U WI E f Vl HIAltli Zmiddot OIUGItIATING OffiCE

I lgtIPHllIfu Of tlltll bullbull BPA IUS ilOv 11 1 I ~UfJt H~U)lDUU~OL E IE

C t uno It IC A

j

-------- - -

CHAPTER Ir A LW-9G E

-810 LAW o A

lAY bull 1 1000 T~-E

DOENAIl-p A RL_EILE-GUIDE AND RETENTION SCHEDULE

- r - RETENTION PERIOD OFFICE i-------~-

Fil E CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION AEg6RD OTHEo~~t~PIESOF~~FFlf --~-RC Qf -~p~~R~~E-

Ie I

Legal Issues about Land Rights AP A+lyr I 3yrs 30yrs ALW-27 Inquiries responses and related documents about BPAs land rights

AUTIIOlHZATION Recommendat ion of Management PENDING Acquisition and Management of Land Rights AP A+lyr i 3yrs 30yrsMatters about the process of acquisition and management of

LW-27 -11

Iland for BPAs use See also LA-14 Land Acquisition and LA-17 Land Management

AUTHORIZATION Re comme nd a t ion of Management P~NOI~G

- Settlement of Land Claims Authority vested through the Bonneville project Act in specific SPA manayers to settle claimR against the BPA for BPAs damage to private property Claims in excess of

LW-27-12

$1000 are handled as tort claims See also LW-19-11 Tort Claims

(a) Claims of $500 and less Documentation is retained by xD 2yrs 3yrsthe Operations and Maintenance Manager in each Area Office

(b) Claims of more Lhan $500 but not in excess of $1000 MML Documentation is included in LA-14 Land Acquisition P~NOI~C AUTHORIZATION Recommendation of Management

i - ---------------- ----------_ _-_-_ --------- --- -

bull - fiRST LETTER IN AREA OfFICE ROUTluG IL T U WI 7 f f bull - r rl -r

CHAPTER AmiddotBPmiddotmiddotmiddotmiddot~5j~

T I P

G LW-8 IE

RECPRP$ 810 + LAW oEIMANUALmiddot L

middotmiddot1middot - ~ ~ 4lamp MAY 0 J 10M E DO~NAHk~h~ J~FILE _GllIDE AND RETENTION SCHEDULE

I

RETENTIONPERIOD OFFICE OFFICEOF RECORD OTHER COPIES FILECODE RECORDS SERIESTITLEDESCRIPTIONAND DISPOSITION OF ---1 IN STORAGE INRECORD IOFFICE BPA FRC OFFICE

I W-26 Legal Issues about contracting AP 5yrs 3yrs 5yrs A

Nonligitation nonproprietary documentation includingbackground data about contracting pENDINGAUTHORIZATION Recommendation of Managementf

I LW-26-11 Procurement Matters AP 5yrs I 3yrs I 5yrs A

INonlitigation nonproprietary documentation about contracts for goods and services including construction

AUTHORIZATION Recommendation of Management PE DlN~ LW-26-l2 contracting Other Than Procurement AP 5yrs 3yrs I 5yrs A

Material relating to general issues about contractual authority and contractual issues involved in resource acquisitions See also SU-ll Unique Procurement Issues P NDiNG AUTHORIZATION Recommendation of Management

LW-26-13 Intellectual Property Z A+lyr 3yrs 2yrsLegal material relating to patents copyright~andtrademarks Includes technical data Records will be transferred to Office of the General Counsel upon request-Active- varies depending on the relevant patentcopyright trademark or other law

AUTHORIZATION R~commendation of Management

-1----K ACIiVe FIRST LETTER IN AREA OFFICE ROUTiNG IL T U WI E P PDMANENT Zmiddot ORIGINATiNG OFFICE

UPA 4S NOV 1981 I S ~UPlHSEcDEDIOBSOLETE r ~ QfVOIn

CHAPTER

T

810 I T LAW L

P

E

YAY 0 1 ____________

1900 bull

A

I T IE

J

~ 13 Sf DOENilRIgt

A R~-FILE-GUIDE AND RETENTION SCHEDULE

FILECODE

LW-24


Legal Issues about Power and Transmission Services Material related to BPAs power sales and tranmission contracts


OFFICE OF

RECORD

AP

RETENTIONPERIOD OFFICEOF RECORD

IN ---j-- STORAGE

OFFICf UPA I FRCI I

I5yrs 3yrs I 5yrs

P~NOI~C

OTHER COPIES IN

Of riCE

A

I

I I

I

LW-24-11

LW-24-12

UI-25

Power Services Nonlitigative issues about specific power customers

AUTHORIZATION RecoHlm~ndation of Management

Intertie and Transmission Services Issues about transmission authorities and power sales contracts


Legal Issues about Resource ManagementDocumentation of matters about resource acquisition and about planning and operation of the power system including SPAs resource program


AP

AP

AP

5yrs I bull 5yrs3yrs

~ENmNGI I -5yrs 3yrs I Sy rs

PENDING i

5yrs 3yrs 30yrs

PENDING

A

A

A

__bull

K I

LW-2S-11

_5

A

ACTIVf

Txeaties with Canada Documentation of treaties and other agreementsCanada

Disposition Transfer to NARA in 5 year blocks

years 0 Id~RST LETTER IN AREA OFFICE ROulNG (L T U WI I- - - ---

with

when 20

-- -- --- -- - uu bull - -

AP

- - ---

A+lyr i 3yrs i ~

P~NDI~Gp

CHAPTER p

~ LW-6

810 + T

LAW E

L oE

i~ ~JIlAv 0 t moo [ DOENAI~po--------------------------------- -------------- --- --- ----A

~ FILE G~IP~ ANO ~ETENrIQN SCHEDULE

RETENTION PEAIOD OFFICE r----~~~ ~~ -

OFFICE OF RECORD OTHER COPIES FILE CODE RECORDS SERIES TITLE DESCHIPTlON AND DISPOSITION OF IN - -] SrORAGE IN

I RECORD I i OFFICE I FRC OFFICl

Public Involvement Issues About Environmental Quality AP 10yrs 3yrs 20yrs A

BPAs involvement with environmental legal matters with the public

JLW-22-16

PENmNGAUTHORIZATION Recommendation of Management

I 10-22-17 Project-Related Environmental Legal Issues AP 10yrs 3yrs 20yrsResponses to environmental questions and issues that arise

AUTHORIZATION Recommendation of Management PENDINGLW-23 Legal Issues about Fish and Wildlife AP 5yrs I 3yrs i 20yrs A

Documentation of BPAs and the related Northwest Power Planning Councils Fish and Wildlife Program

I AUTHORIZATION Recommendation of Management

PENDING LW-23-11 Fish and wildlife Law AP 5yrs I 3yrs 20yrs AI

Material related to legislation legal affairs interpretation of law BPA rules regulationspolicies and related legal issues about fish and wildlife matters

AUTHORIZATION Recommendation of Management ~END~NG I

II I I j--1------- i

~ K AUIV[ bull - FIRST LETTER IN AREA OFFICE ROUTING IL T U WI E I P lUHbullbullAtJENT l ORIGINA TiNG OFFICE

U~ )EPAHIMtNI 0 IN[IIGY - bOjNIlI~l hMt bullbull lUMN~IHI0N SPA 845 NOV 1987 1 S ~Ult1St()EOOBSUlETE

r unll 1_ (gt

bull CHAPTER

810

P A

AI -FILE-~UIDE

LAW


MAY 0 I 1990

[-----P

I ~ L~-5I~- -------I T iI-iS ~)

EL DOENARA


LW-22-11

LW-22-12

LW-22-13

LW-22-l5

SPA Responses to Environmental Policies SPAs responses to environmental legal questions


SPA Responses to Federal Environmental Acts SPAs reampponses to environmental laws


Federal Environmental Matters BPAs involvement with environmental legal matters with other Federal agencies


State amp Local Environmental Matters SPAs involvement with environmental legal matters with State and local bodies


Environmental Quality Matters Legal issues that are not proj~ct statutes alld that are not coordination related


AP

AP

AP

AP

AP

lOyrs

lOyrs

10yrs

IOyrs

10yrs

I 3yrs 20yrs

~ENotNG I 3yrs 20yrs I I

I

fENO~NG

P~NOING I

I 3yrs 20yrs I

rENQING

A+lyr

A

A

A

Mlyr

_____ L- ---__ i- L _

l rU~ST LETTER IN AREA OFfiCE HOUlIr-J( II T 11 Wj

CHAPTER p

~BPAmiddot~)middot T ~ LW-4

RECORDS 810 LAW E

L E MAY 0 1 1990 A

T ~ 13 C E

IlQEJNAI Pf~1yenr

o

A ~ R L-EILE-GlllDE AND RETENTION SCHEDULE_

O~FICE I~- -_middot-_-RETENTION-PERIO-O-middot-_-__OF - __QfFIf OF BEgQ~Q ___ 9THER COPI~S

FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION RECORD IN STORAGE _ IN

OFFICE BPA FRC OF~ICE

LW-21 Legal Issues about Conservation AP 5yrs 3yrs 5yrs A

Non-litigation documentation including background data about BPAs Conservation Programs P(NOt G AUTHORIZATION Recommendation of Management

LW-21-11 BPA Conservation Programs AP 5yrs I 3yrs 5yrs A

Documents specifically related to legal yuestions about

BPAs conservation programs and projects

AUTHORIZATION Recommendation of Management ~END~NC LW-21-12 congressional Issues about Conservation AP 5yrs 3yrs I 5yrs A

Documentation of BPAs participation in and comments on the National Energy Policy

- -AUTHORIZATION Recommendation of Management P~NOI~G

_ LW-22 Legal Issues about Environment AP 10yrs 3yrs i 20yrs A+lyrNon-litigation documentation including background dataabout BPAs Environmental function Includes BPA responsesand opinions about Federal and relevant state and local environmental laws and regulations such as NEPA and CERCLA P NOI G


------- ____ _---------------1-------- ____A ACTIVE FIRST LETTER IN AREA OFFICE ROUTING IL T u WI j PU-U~4At~ENT Imiddot ORIGINATING OFfiCE SPA IUS NOV 198 7 ~ _ ~ ~lJ fR5fDLDOflSOLETE

CHAPTER

T

LAWLE

f---p A A

___ J_ EILE_illlIDE_AND

810

RETENTION SCHEDULE

0

UI_~_O_I_Q~J_~~E~-

P

~ LW-3 E

_CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION

OFFICE

REg6RD

PETENTION PERIOD1--- ------OFFICE OF RECORD OTHER COPIES

- - - OF~~CE- - - 1 - BPASTOR7E R---~ Iflt

OFFICE

LW-19-l2 Employee claims Claims against the BPA by BPA or property damage

AUTHORIZATION Recommendation

employees for

of Management

personal injury AP A+lyr r 3yrs I 5YS

PENOI~C I

A

LW-20

reO-ll LW-20-12

LitigationDocumentation of litigation (except Rates and WPPSS) includingbackground data -Active- for this subject ana its tertiarysubjects is the period before the case is settled See also LW-28-ll BPA Rate Hearings and LW-29-1l WPPSS Litigation


BPA LitigationLitigation in which BPA is a party


Non-BPA LitigationLitigation in which BPA is not a party but which has a bearing on BPA

AUTHORIZATION Recommendation of Managem~nt

AP

AP

AP

A+lyr

A+lyr

A+lyr

I 3yrs j 30yrs

I

P~NDI~G I I

~[NmNrI I

3yrs I 30yrs

I I

P NOI G

A

A

A

r -------K A AI IIII~ bull rillS I ltlTUIIN AlitA Off lel HOUIINC Il 1 LJ WI

CHAPTER

SIO

I f I T L E

LAW

IIpA

G E

LW-2

P A A ~-EILE--GUIDE _AND REpoundENTION SCHEDULE

FILE CODE RECORDS SERIES TITLE DE SCRIP nON AND DISPOSITION

_ LW-17 Legal Issues about Internal ManagementInquiries and responses about issues such as conflict of intercmiddot~ insurance taxes and bankruptcies Government travel budgetary and other financial issues exceptratemaking

AP 5yrs 3yrs 10yrs A

LW-IS

LW-19

LW-19-11

Personal Injury and Property Damage Documentation of claims against the BPA for personal injuriesand property damage Active for this subject and its tertiary subjects is the period before the claim is settled

Tort Claims Claims against the BPA by persons other than BPA employeesSee also LW-20 Litigation and LW-27-l2 Settlement of Land Claims


Legal Issues about Personnel Matters Material related to employee claims (other than personalinjury or property damage) such as appeals and grievancesSee also LW-19-l2 Employee Claims Active for this subject is the period of employment with BPA



AUTHORIZATION Recommendation of Manage~~~~

AP

AP

AP

A+Ly r I 3yes ra bull PENDIC

I I I lY~)MF5

A+lyr i Jy rs I ~ A

P DI~G----------- ---~-------

ivlAfA+lyr 3yrs ~~ I

P~NOING

- -A ACTlVt bull fiRST LETTER IN AHEA OffiCE ROUTING (I T lJ WIK P PERMAtltENJ l -ORIGINATING OffiCE ui DtPAulMlNI craquo tttu( lllUd JllLl I-UI UUj~IUIUtE S SUPtHStDtDDBSOLETE v

--------- -

CHAPTER

T

810 ~ LAW L E

MAY 0 1

P A RL_FILE-GllIDR_AND RETENTION SCHEDULE

IOfFICE D_R_E_T_ENTI_ONPER_IOOFFICE OF RECORD OTHER COPIES

CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF I

HECORD OF~~CE ---1- - ~TORAE~--~- - Of~~CE

LW LAW See DispoJition I Material relating to interpretation of law litigation I Ilegislation and related activities Data ruay be recorded on I

various media including paper film tape disk or disketteunless otherwise specified in the narrative disposition


ILW-lS Legal Issues about Laws and Legislaton AP A+lyr 3yrs lSyrsInquiries responses and related documents about laws and i legislative matters Includes matters about Federal Acts I I that affect BPA such as the Bonneville project Act the Northwest Power Act the Freedom of Information Act and the Pr ivacy Act PENDING

J AUTHORIZATION Recommendation of Management

LW-16 General Counsels Dealings with Public and Private Groups AP 3yrs 3yrs 10yrsInquiries responses and other records that are not project-specific and that are with othel governmentalagencies public and private groups and individuals See also LW-22-16 Public Involvement Issues about Environmental Quality bull

AUTHORIZATION Recommendation of ManageMent ~ENOHG

I I - --__ __ --A _--j-----

K A AC1IV[ - FIRST LETTER IN AREA orrrcs ROUTiNG IL T U W) I 1 I HI JT nntrIrJ~TltJr(rrvr-

CHAPTER

T FISH AND WILDLIFE I T L E

810

I-p-------------------------------------------

~FILE GUIDE AND RETENTION SCHEDULE _______J -

YAY 0 1 1990 A

~ DOENARA --------~--------


- -r - RETENTIO-N PERIOD---OFFICE p-----------_

OFFICE OF RECORD OF IN - -1 - - STORAGE

RECORD OFFICE i BPA FRC

OTHER COPIES IN

OFFICE

FW-39-12

FW-40

wildlife Mitigation PlanningBPA activities dealing with the identification and quantification of wildlife losses and the oevelopmentmitigation plans


Fish Stock Assessments Information on fish populations used in either fish management or mitigation and accounting of fish losses Includes census


of

PJ

PJ

A+2yrs

A+2yrs

i

P~NDlNF i I I I

P~NOINU I I

A

A

- ------ ---- --- --- --- -- - - - --- ------_ ---_-_--------- -------

bull - ~~~TL~ T TEA IN AflEA OFFICE ROUTING IL r U WI

----

fiLE CODE

FW-37

FW-38

FW-39

e FW-39-11

CHAPTER

810 T FISH AND WILDLIFE T L E

p


OFFICE

RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION REg~RD

Operation and Maintenance of Facilities PJ Activities associated with operation and maintenance of BPA-funded fish and wildlife facilities andor improvements


Resident Fish PJ Activities funded or undertaken by BPA to protect mitigate or enhance resident fish species in the Columbia River Basin


Wildli fe PJ Impacts to wildlife species and habitats Includes loss assessments and mitigation actions


wildlife Mitigation PJ BPA activities dealing with wildlife mitigation and enhancement actions


__________________

- FIRST LElT~R IN AREA OFFICE ROUTING IL T u WI Z - ORIGINATING OffiCE

U~ UlWflltI[NI Of ltkGf

I --- ------IP

1 ~ FW-8 E

~ Q-3 i~-aMAYl 0 ] DOENAR

- - -- ----

RETENTION PERIOD --------------- - -- - - -

OFFICE OF RECORD OTHER COPIES~F~----l----B~ASTO-RAGE- FRe OF~~CE

A+2yrs I 5yrs A

P~NDlIIf i i

A+2yrs A

i

PNOI~r IA+2yrs A

p~NmNPA+2yrs A

I I

P~NDI~f I

__ L

- SOHNi VIllt POWtH UNI~IHIION II ISH NOV I~I

--- -- - -- - -- - --

CHAPTER ~ FW-7

810 T FISH AND WILDLIFE GE

T L E ~ tl3 B~MAY 0 t 1990 ~ DOENARA

p

~ FILE GUIDE AND RETENTION SCHEDULE_I_~ _

RETENTIONPERIOD OFFICE OFFICEOF RECORD OTHER COPIES RECORDS SERIESTITLEDESCRIPTIONAND DISPOSITION OF STORAGE IN

O~~c~-_CODE RECORD ----1--

BPA FRG OFFICE

FISHPASS PJ A+2yrs 4yrs AFW-35-11 Documentation of the computer model including development

and operation that evaluates the effect of managementoptions on juvenile salmon and steelhead survival at hydropower operations and other Columbia River Systemconditions pENDI~rAUTHORIZATION Recommendation ot Manag~ment

I FW-35-12 Columbia River Salmon passage PJ A+2yrs

r r 4yrsDocumentation of the computer model CRSP includingdevelopment and operation that tests exp_nsion and I modification of risk and uncertainty analyses about the fish passage process on the Columbia River Sy~lem AENDINGAUTHORIZATION Recommendation of Management I

foW-35-13 Smolt Monitoring and Data Management PJ A+2yrs II j A

Information on smolt migrations used for real-time fish passage management

AUTHORIZATION Recommendation of Management PfNmNF FW-36 Adult Main~tem Passa~ PJ A+2yrs I I A

Information on the p~ssage of adult salmon and steelhead past the mainstem dams I I

AUTHORIZATION Recommendation of Management A[NOI~r- __ __ _ --JI~I~-~-~---------~~-~FI-R~S T~L~E-TT~E~R ~RO~I~IT~rN-G-II~T-li------IN-A~R-EA-o~F~F~rc~E ~W~I

--

-----------

CHAPTER

810 T FISH AND WILDLIFE I T

E ~ 03 1~9 c L

UAY 0 1 1900 ~ DOEllAHI

p

~ FILE GUIDE AND RETEN1ION SCHEDULE T _

RETENTION PERIODOFFICE r-----__-~~---

OFFICE OF RECORD OTHER COPIES FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN STORAGE IN

RECORD OFFICE BPA FRC or nee

Fw- 31 Reservoir Passage of Fish PJ A+2yrs A

Material on the passage survival of salmonids updownstreamthrough reservoirs PENONGAUTHORIZATION Recommendation of Management I

I

FW-32 water Budget PJ A+2yrs 4yrs A

Information on streamflows for fish and wildlife benefit I AUTHORIZATION Recommendation of Management PENDI G

Fw-33 Reservoir Mortality of Fish PJ A+2yrs AIInformation on the survival and mortality of fish within II

reservoirs

AUTHORIZATION Recommendation of Management P~NOING I FW-34 Fish Predator Management PJ A+2yrs

I

A

Information on predator management program excluding I I I contract file material

AUTHORIZATION Recommendation of Management P~NDlNG I IFW-35 Juvenile Mainstem Passage PJ A+2yrs A

Comprehensive material related to examination of fish passage I on a system basis including cumulative effects Includes IIssue Briefing Papers

AUTHORIZATION Recommendation of Management AENDI~C--- __ __ __ -J --- _

A ACTIVE x - FIRST LETTER IN AREA OFFICE ROUTING IL T U W)K P PEHI1AtltEtltT l -ORIGINATING OFFICE

vs OiPARIUl NT Of lNlHGl ~ tWtnd VII tr PCNvlH O~IWS1HIOtE BPA 18H NOV 1987 S SUPlIISc DE 0 OB~SlLETE v - bullbullbullbull ~I~ch(ln RnnA 101 (014111 bullbull nllolrV 11

FW-27-13

FW-28

~W-29

rW-30

CHAPTER

810

_

r FISH r L E

p

~ FILE r

AND WILDLIFE

GUIDE AND RETENTION _ SCHEDULE

YAY 0 t --------------------

t900 ------

-----

I p FW-5 A

G E

~In u Mt-I ~ DOENARAJ _


SupplementationMaterial on the rearingsteelhead to supplement

and outplanting of salmon wildnatural populations

and PJ A+2yrs A


Fish Harvest Material on material on in ocean or

and Ocean Survival of Fish oceanic or fresh water harvest of fish Also the survival of juvenile and adult salmonid estuaries such as environmental factors

PJ A+2yrs A


Spill for Information passage

Fish on processes of spilling water at dams for fish

PJ A+2yrs A


Fish TransporationInformation specific to the trucking and barging of fish and the facilities used for this specific type of transportation


PJ A+2yrs lP ~NOIIG

A

~T-=-Au-v-t----------X---F-A-sr-L-E-n-E-A-N-A-A-EA-O-F-F-C-E-A-ou-r-N-G-L- -r -u-w-~---- - ----- --- ---- ---- ---- ---- - I

1 1 - ------

- rql ~

--- --

I ~ FW-4

810 1 FISH AND WILDLIFE GE

I T L E

-P

~FILE middotL

GUIDE _



Fish Quality and Physio~Documentation of broad array of fish body functions such as growth migration behavior seawater tolerancecondition blood chemistry and reproduction


Natural Production Documentation of activities related to the production of wildnatural populations of salmon and steelhead


Habitat Enhancement BPA-funded activities designed to improve the qualityand productivity of habitat used by wildnatural populations of salmon and steelhead


Fish Habitat Standards and Procedures Guidance and requirements for completion of Fish Habitat Project Implementation plans by Habitat project leaders


YAY 0 t 1900

RETENTION PERIOD OFFICErl

--------------__-OFFICE OF RECORD

REg6RD - IN- --1 --- --STOAA-1GE- ---

OFFICE I SPA mc

PJ A+2yrs

P NOING PJ A+2yrs I

fENDING PJ A+2yrs I I

AENDING I

PJ A+2yrs I I I I

i

ENDING

~~

L~DOENAH

OTHER COPIES IN

OFFICE

A

I

Amiddot AC11f bull FIRST LETTER IN AREA OFFICE ROUTING (L T U WI _p P[ HMANUH Zmiddot ORIGINATING OFFICE

SPA 1845 uov 1987 s SuPt wlIJ~ DOBSOLETE

CHAPTER fp -~W-3 -A _

FW-26

FW-26-ll

W-26-12

FW-26-13

810 T FISH AND WILDLIFE I T L E

P



Artificial Production ~j Documentation of artificial production of salmonid steelhead


Production Facilities Documentation of BPA-funded hatcheries and other artificial production facilities Includes locations construction surveys operation maintenance annual fish productionand water quality


Reprogramming and Acclimation Information on reprogramming fish from hatchery site to other locations and on offsite acclimation of fish for release


Fish Disease Material on the diseases and pathology of fish and BPA studies about same


G

1~-~3~9~MAY o 1990 J~DENARA

- - ~------

1- -- - ----- --- -- -RETENTIONPERIOD OFFICE OFtIf_~ OTHER COPIES _____ _CJE_REc9RQOF IN STORAGE INRECORD

OFFICE SPA FRC OFFICE

PJ A+2yrs 1 A

PENOI~GPJ A+2yr s A I I

~ENDING I II IPJ A+2yrs AI

P NDiNG IPJ A+2yrs Ai

FIRST I FTTEFl IN ARfA ()FnrF nounu II T I W1~I---(-~~

FILE CODE

FW-24

f FW-24-11 a

FW- 24-12 ~

~~

-~ Ii--~

e- ( -

FW-24-13 e

FW-25

CHAP fER


p

~ FILE GUIDE AND REfENfraNSCHEDULE ~~~~~-

---- - ~---~---


columbia Basin Fish and Wildlife ProgramImplementation of the Northwest Power Planning Councils Columbia Basin Fish and Wildlife Program (hereinafterreferred to as the -Councils Program-)


Program Amendments Final documents with amendments to the Councils Program


system Subbasin PlanningMaterial on system subbasin planning


System Monitoring and Evaluation Material on monitoring and evaluation programs developedin response to Section 204 of the Councils Program


Fish and Wildlife ProjectsMaterial related to planning and coordination of specific projects

AUTHORIZATION Recommendatio~ of Management

Ii FW-2

l~----~~9j

MAY 0 1 990 _~_D_~_NARt1

RETENTION PEHIOD OFFICE t-------~--~--~_


REg~R m~-r~iiOiiiG bullbull middoto~ PJ A+2yrs I A

PJ A+2yrs i I

I

PIENOING IPJ A+2yrs i I

PIENOING I

PJ A+2yrs I A

~ENOING I

PJ A+2yrs Ai

iPEN~ING I

A - ACTivE bull - FIRST LETTER IN AREA OFFICE ROUTING (L T U W) - P PERMANENT Z - ORIGINATING 0FFICE o s Ol~IIJl(jl craquo (NlIlG BPA 184S NOV 1987

S SUPERSEOEOOBSOLETE

ICHAPTER I P FW-l

IG -~iPA 810 TFISH AND WILDLIFE A

T-~~MC~RD~I

L E I~6

MAY 0 1 1900 I ~ DOENARAmiddot~~-T~~~ I -~ ~ p

bull ~~~~~iE~~~~~- ~FILE GUIDE AND RETENTION SCHEDULE ~~ I T _ _

OFFICE I RETENTIONmiddotP-~ERIOD

OF IN O~Flg~19F RECO~Q _____ _ OTHER COPIES RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION RECORD STOf1AGE IN eE CODE

OFFICE BPA FRCI I

FW FISH AND WILDLIFE See nispos~tion A

Material relating to implementation of SPAs fish and wildlife program including resources and policies Data may be recorded on various media including paper film tape disk or diskette unless otherwise specified in the narrative dispositio bull

Pisposition In accordance with instructions for specificmdterial described by the following related subjects

AUTHORIZATION Recommendation of ManagementAll retentions in this series that are by Recommendation of Management are to document requirementsof the Pacific Northwest power Planning and C0nservation Act public Law 96-501 94 Statute 2697-2736 and the 1984 Columbia River Basin Fish and Wildlife program as amendede Fish and Wildlife Cost-Effectiveness Analyses PJ A+2yr s i svrs A

Development of procedures for cost-effectiveness of SPAs fish and wildlife mitigation investments

FW-22

AUTHORIZATION Recommendation of Management ENO~NG Fish and Wildlife Mitigation Accounting PJ A+2yrs I 5yrs A

Information on progress of satisfying Administrators fish and wildlife obligation pursuant to the NorthWest Power planning Act bull

FW-23

AUTHORIZATION Recommendation of Management PfNOING

i - -- - - _ --- -- - ------_ ---------

x bull FIRS T l tTl ER IN Af1EA OFFICE ROUTltG IL T U WI

CIIAPI lit

FILE CODE

EQ-20-l2

p

~ EQ-l 0 T I F 810 1 ENVIRONMENTAL QUALITYL E o

~05-21-9 IE

p

~FILE GUID~ AND RErENTION SCHEDULE ----------------- ----------- -----------

OFFICE r- RETENT_ION~PERIOD 0F QpoundFIC_E g~_F1EltO~[)_ __ ___ OrHEn COPIESRECORDS SERIES TITLE DESCRIPTION AND DISPOSITIOtl

flECORD IIJ STOnAGE ItJ

OFriCE BPA Fnc orrice

Safe Drinking water Act AJ A+7yrs Byrs s Technical reports general and technical regulatorycorrespondence and policy documents legal opinions related to Federal and State leiislation Programs relating to Sole Source Aquifer Program Wellhead Protection Program State Ground Water Standards Underground Injection Control Program

AUTHORIZATION Environmental Protection Agency C3(10)(f)(2)42 USC 9603 CERCLA Subsection 103(d) END NG

x - FlnS1 LEllER IN AREA OFFICE nOUlII~G (L TU W) ]- -------- ------- - --- ----- - K bull A middot_~C1IVE

E P Pf 1H1AIJEH Zmiddot OrliGINATIIG OFfiCE us ClIIAHMlltI Of 14 UIA fIl) III IV pHtlY bull S - SUl(HSr 9S0LElE _____ S_e_eS_e_Chon BOO 8 lor cltplallltlilOn 01 KEY terms

-- ----

---- ---------- -- - -- -

_

FILE CODE

eEQ-19

EQ-20

EQ-20-11

CHAPTER I ------T I~EQ_-9I __810 ~ENVIRONMENTAL QUALITY E u

A105-21-90 r

p

~FILE GUIDE AND RETENTION SCHEDULE L ____ __ _ _ _

-------------------~------- -- -----_ -- - -- - -- ---- - - --- - ----- -------- -~-----r--------------~-------- - - -RETENTION PERIODOFFICE ~------~~

OF ----- QffICE Opound __RE~OflD OTHER COPIESRECORDS SERIES TITLE DESCRIPTION AND DISPOSITION IIJRECORD IN 510RAGE

OFFICE SPA rnc OH ICE

Environmental contaminants AJ S s Material relating to the effects and hazards of all typesof contaminants Case file by type ~ENIlINiAUTIIORIZATION Recommendation of Management

Other Regulatory Actions AJ 3yrs 47yrsMaterial relating to actions either on the part of or that affect BPAs programs and activities and that are not addressed elsewhere

AUTHORIZATION 42 USC 9603 CERCLA Subsection I03(d)

Clean Water Act 11 At7yrs 43yrs s Material relating to technical general regulatory and policy Z

correspondence related to the portions of the Clean Water Act (CWA) that affect BPA including oil spill containmenl SPCC plans nonpoint source pollution control water qualitystandards and material relating to National pollutantDischarge Ellmination System (NPDES)

AUTHORIZATION PL92-500 as amended by PL95-217 PL 100-4 42 USC 9603 CERCLA subsection 103(d) ~ENUNG

---------ACllVE Xmiddot rmsr LEflER IN AREA OrFIC( nOUIIIlG (L 1 U W) PI ftr1r-rlrtH Z - OfttGItJAlttlG UFFICE us DP O 0 - BUmiddot bullU ( BPA 1845 J l1 PII

i

------- -----

FILE CODE

EQ-18-13ont)-----

it EQ-18-14

T I

810 ~ENVIRONMENTAL QUALITYE

hp----------------------------------------------------------------------------------------

~ FILE GUI DE AND RETENfION SCHEDULE _______ ~T _


----- ---- - ------- --- - --- -- --

(b) Documentation about CERCLA remedial investigationsand site feasibility studies

Disposition Transfer to FRC 2 years after close of activity Offer to NARA in 5-year blocks when 20 years old Approximately 4 linear feet retained in case file order with an annual accumulationof 4 linear feet

AUTHORIZATION Environmental Protection Agency C21 (17)(b)

Uniform Hazardous Waste Manifests The original manifest (BPA 1793) for shipping hazardous wastes which include Toxic Substances Control Act (TSCA)regulated PCB and PCB-contaminated equipment nonregulatedPCB-contaminated equipment and hazardous wastes shippedoff-site See also TT-12-13 BPA Rail Cars Carrier FilesHazardous Materials

Disposition Retain in office for 5 years from date of acceptance by initial transporter or for 5 years from date of acceptance at a BPA hazardous waste facility Then transfer to FRC for 50 years

AUTHORIZATION 42 USC 9603 CERCLA 103(d)

p

~ FQ-8

o A

~ 05-21-90 - - -

i -_--_-_--_-_---RETEfHIONPERIOD-__-_01 r rcs --

OF ---_ oFFICE OF REcO_RQ _ _ OHlER COPIES RECOflO III SlORAGE III

OFrlCE BPA mc orr ret

AJ See Dispos tion s Z

~ENUNG

SRMF See Dispos tion 3yrs

ENU NG

______ -- --- J

Pmiddot-E-TRI-~EA--E-r -OF-F-IC-E-R-o-U-m-G-I-L-T-K~---pmiddot-middot- -T-----------F-IR-ST-L-E-n-E-R-IN-A-R-E-A bull -W-)---~ -------- -------------

~ bull zmiddot OIlIGINATIIJG OFFICE us ()flAFlIrllrll 01 (rlfI( RPA 1[15 tOV Il)R 1

y bull S SlJPEIlSEr SOLETE Sec Sccton 8008101 cxplnlton 01KEY terms

--- ------------------

CHAPTER P A

T GEQ-7I f ~ENVIRONMENTAL QUALITY810 E o

A

05-21-90

p

~FILE GUIDE AND RETENTION SCHEDULE T _

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RECORD IN ~~~~A~E__ _ _ _ IN

OFFICE BPA FRC or flCE

EQ_-ll (c) Hazardous waste storage facility operating records SRMF See Dispos tion s (cant ) and closure plans (Ross Complex)

Disposition Retain in office until facility closed and closure is certified Then transfer to FRC for 50 years

AUTHORIZATION 42 USC 9603 CERCLA subsection 103(d)

EQ-18-l2 Toxic Substance Conlrol Act lJ AI-3yrs 47yrs

Toxic Substance Control Act (TSCA) Inspections Action xD-5 Plans Equipment Disposal PCB Annual Report and PCB Z

Spill Reports ~ENOINGAUTHORIZATION 40 CFR 761180 Subpart H

~_-13 Comprehensive Environmental Response compensation AJ 3yrs 47yrs

and Liability Act Material relating to technical general regulatory and policy correspondence of the Comprehensive Environmental Response Compensation and Liability Act (CERCLA) File all material here except as specified in the following subjects

Case file by facility END Nf AUTHORIZATION 42 USC 9603 CERCLA subsection 103(d)

(a) Agreements and related material about the lJ 3yrs

CERCLA and the Superfund

AUTHORIZATION 42 USC 9603 CERCLA Subsection 103(d)--1----------------~------------------------K A bull AC~IVE x - FIRST LETTER ItJ AREA OFFICE ROU111IG (L T U WI

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Hazardous Waste Management ProgramFile all related material here except as specified in the following tertiary subjects


Resource Conservation and Recovery Act

(a) Biennial exception and other Resource Conservation and Recovery Act (RCRA) reports and hazardous waste manifests All other RCRA material including compliancedata

AUTHORIZATION 40 CFR 26240 CFR 265 Subpart E 42 USC 9603 CERCLA Subsection 103(d)

(b) RCRA test results and waste analyses

Disposition Retain in office for 5 years from date last sent to treatment storage or disposal then transfer to FRC until 45 years old then destroy

AUTHORIZATION 42 USC 9603 CERCLA Subsection 103(d)

P A

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AJ A+2yrs

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__--__- - -----_ _------_-1K ~ - ~CTIVE x - FIRST LETT En IN AREA OFFICE ROUTlt1G IL T U W) ---I--E P PEmAtJENT Z - Of1IGINAlING orFICE

us OIPII1I1[rli or EII[IIGV _ eonur v n rr porn AOMltjSlfUtOrJ BPA 945 tJltW 19A1y S SUPERs(r See Sucnon 800 8101 explanauon 01 KEY terms

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- ~~E-C~-E-- - -------------------------------------- ~~IC~ ------ ---=---O-=F-F--I-C--E--O-R-F-E ~N-PERIO-DCOPIESR-T-~ OHiEn~i~RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF --iN--- SiORAGE------ --- Ir~

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OFFICE BPA FAC OFFICE

Management Appraisals AJ 4yrs 8yrs 4yrsMaterial relating to establishment and implementation of the Environmental Appraisal Program plans Case file by year performed VEND MG AUTHORIZATION Environmental Protection Agency C18(9)

EQ-17-12 Functional Appraisals AJ 4yrs Byrs 4yrsMaterial relating to annual review of environmental speciality disciplines as applicable to elements of the environmental program Case file by year END NG AUTHORIZATION Environmental Protection Agency C18(9)

-17-13 Field Appraisals AJ 3yrs 47yrs 4yrsDocumentation of annual onsite appraisals of environmental program effectiveness Case file by year and speciality

AUTHORIZATION 42 USC 9603 CERCLA Subsection 103(d) P NOING EQ-17-14 Internal Audits Z 4yrs Byrs 4yrs

Material relating to the examination and evaluation of work with environmental program standards See also MN-17 Audits

AUTHORIZATION Environmental Protection Agency CIB(9) ENO NG r------L---------------------------------------- ----- ---------1

A - ACTIVE x - FIRST LETlER II~ AREA OFFICE ROUTlI~G IL T U W)K P PEllf1AtlEtlT Z - ORIGINATIIJG OFFICE us 01 PAtnf In or (Il 11( _ eOtHII VII L Pf)l n lWIIIUA1 BrA 18lt15 f J()If PIIIIF

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Environmental Audit and Appraisal ProgramAppraisals of BPA facilities and activities that have environmental effects Case file by BPA organizationalunit and site using the following subjects as needed

AJ

AJ

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1

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AUTHOR IZATION Env i ronmental ProtectionAgency C18 (9)42 USC 9603 CERCLA Subsection 103 (d) PENDING

- -L- ~---------- --

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u s (II IAIIII In ()I (tt(lIlY _ OOWI I II 11)111 A()UltllOj UPA 1845 fH)V 1117Y S - SUPERSEr -lSOLETE See SCtlLOIi 600 B tOf explanation 01 KEY ieuns

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EQ --- Environmental Impact Statements Material relating to the review and approval of Environmental Impact Statements (EISs) for BPA projects Essential NEPA documents include drafts of statements notices of intentpublic comment letters public hearing notes DOE transmlttal letters final EISs and comments on the final May also include copies of environmental assessments (EAs) special studies and other supplementary material created in the course of EIS preparation Published EISs and Records of Decision (RODS) are case-filed by project name in the office of the Assistant to the Administrator for EnviLOllment (AJ) or filed in the applicable program or project office All other background project information ls filed in appropriate program office

Disposition Break file upon preparation of final statement and record of decision Keep in office 5 years then transfer to FRC Keep in FRC until 10 years old then offer to NARA in 5-year blocks Approximately 30 linear feet retained in case file order with an annual accumlation of 4 linear feet

AUTHORIZATION Environmental Protection Agency Dl(9)

EQ-15 Exclusions Material relating to exclusions Case file by fiscal year


P A ~EQ-3

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Environmental Coordination Material relating to coordination of environmental qualityobjectives with all programs and activities of BPA and the development and implementation of polIcy to assess environmental impact of BPA programs Includes coordination activities with other agencIes and organizations Case file by type of agency or organization See also ED-19 Engineering Environmental Considerations


Environmental Assessments Material relating to the review and approval process for Environmental Assessments (EAS) Signed Findings of No Significant Impact (FONSIS) approved EAs public Involvement Plan (if applicable) public comment letters and Federal Register notices are considered essential NEPA documents for tills file IndivIdual assessments and FONSIs are case-filed byproject name in the applicable program office

Disposition Break file upon preparation of final statement and record of decision Keep In office 5 years then transfer to FRC Keep In FRe 10 years then offer to NARA in 5-yearblocks Approximately 10 linear feet retained in case file order with an annual accumlation of 2 linear feet

AUTHORIZATION Environmental Protection Agency 01(9)

P AGEQ-2E

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AJ S 5yrs s

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FILE CODE RECORDS SERIES TITLE DESCRIPTION AND DISPOSITION OF IN STORAGE II~

RECORD - ---- - ---ornee BrA FRC orr ICEe------EQ ENVIRONMENTAL QUALITY See Dispos tion

Material relating to deplopment and implementation of policyand procedures for environmental evaluations and ecologicaland pollution issues Data may be recorded on various media including paper film tape disk or diskette unless otherwise specified in the narrative disposition

Disposition In accordance with instructions for specificmaterial described by the following related sUbjects

AUTHORIZATION Recommendatioll of ManagementThe retention periods for the Environmental Quality series (including its secondary and tertiary subjects) are justified as follows Temporary Records - Retention periods of 5 years and longer are needed (1) because of the need to support environmental quality decisions to the No(thwest Power Planning Council and (2) because of potential for being named as a responsibleparty in Superfund regulatory actions Permanent Records - These retention periods are from Federal environmental regulations Environmental Protection Agency (EPA) records schedules and recommendation of BPA management

------------I------~ A- ACTIVE bull - FIRST LETTER IN AnEA OFFICE nOUTING (L T U W) p PfR~IAtlEtH Z - OHiGINA Tlt4G orFICE

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Peak Loads RPC S+2yrs 3yrs s Material relating to the maximum demand for power during a specified period of time

AUTHORIZATION Recommendation of Management PE~OIN~ I

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Estimates of load factors to convert energy to peakestimates PENOINf Diversity Factors RPC S+2yrs 1 3yrs I S

Estimates used to convert non-coincidental to coincidental peaks p~NOINr

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IAUTHORIZATION Recommendation of Management

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