CMS Records Schedule / Records and Information Management Policy
The CMS Records Bucket Schedules ensure the proper preservation and disposition of official CMS records across all media types. Designed to meet legal, fiscal, regulatory, and operational requirements, these schedules promote efficient record creation, organization, maintenance, use, and disposition while supporting the agency's mission.
The CMS RIM Policy outlines principles and practices for managing CMS’s critical records and information assets. Adhering to this policy ensures compliance with strict laws, regulations, and government-wide policies, safeguarding the integrity of CMS operations.
For inquiries, contact the CMS Records Team at Records_Retention@cms.hhs.gov.
Downloads
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CMS Records Management Policy 2022 (PDF) -
Bucket 1 - Leadership and Operations (PDF) -
Bucket 2 - Administrative Management (PDF) -
Bucket 3 - Financial Records (PDF) -
Bucket 4 - Enrollment Records (PDF) -
Bucket 5 - Beneficiary Records (PDF) -
Bucket 6 - Provider and Health Plan Records (PDF) -
Bucket 7 - Research and Program Analysis (PDF) -
Bucket 8 - Public Outreach and Engagement (PDF) -
Bucket 9 - Compliance and Integrity (PDF)