Code of Federal Regulations (alpha)

CFR /  Title 41  /  Part 102-3  /  Sec. 102-3.175 What are the reporting and recordkeeping requirements

(a) Presidential advisory committee follow-up report. Within one year after a Presidential advisory committee has submitted a public report to the President, a follow-up report required by section 6(b) of the Act must be prepared and transmitted to the Congress detailing the disposition of the advisory committee's recommendations. The Secretariat shall assure that these reports are prepared and transmitted to the Congress as directed by the President, either by the President's delegate, by the agency responsible for providing support to a Presidential advisory committee, or by the responsible agency or organization designated in the charter of the Presidential advisory committee pursuant to Sec. 102-3.75(a)(10). In performing this function, GSA may solicit the assistance of the President's delegate, the Office of Management and Budget (OMB), or the responsible agency Committee Management Officer (CMO), as appropriate. Reports shall be consistent with specific guidance provided periodically by the Secretariat.

(b) Annual comprehensive review of Federal advisory committees. To conduct an annual comprehensive review of each advisory committee as specified in section 7(b) of the Act, GSA requires Federal agencies to report information on each advisory committee for which a charter has been filed in accordance with Sec. 102-3.70, and which is in existence during any part of a Federal fiscal year. Committee Management Officers (CMOs), Designated Federal Officers (DFOs), and other responsible agency officials will provide this information by data filed electronically with GSA on a fiscal year basis, using a Governmentwide shared Internet-based system that GSA maintains. This information shall be consistent with specific guidance provided periodically by the Secretariat. The preparation of these electronic submissions by agencies has been assigned interagency report control number (IRCN) 0304-GSA-AN.

(c) Annual report of closed or partially-closed meetings. In accordance with section 10(d) of the Act, advisory committees holding closed or partially-closed meetings must issue reports at least annually, setting forth a summary of activities and such related matters as would be informative to the public consistent with the policy of 5 U.S.C. 552(b).

(d) Advisory committee reports. Subject to 5 U.S.C. 552, 8 copies of each report made by an advisory committee, including any report of closed or partially-closed meetings as specified in paragraph (c) of this section and, where appropriate, background papers prepared by experts or consultants, must be filed with the Library of Congress as required by section 13 of the Act for public inspection and use at the location specified Sec. 102-3.70(a)(3).

(e) Advisory committee records. Official records generated by or for an advisory committee must be retained for the duration of the advisory committee. Upon termination of the advisory committee, the records must be processed in accordance with the Federal Records Act (FRA), 44 U.S.C. Chapters 21, 29-33, and regulations issued by the National Archives and Records Administration (NARA) (see 36 CFR parts 1220, 1222, 1228, and 1234), or in accordance with the Presidential Records Act (PRA), 44 U.S.C. Chapter 22.

Sec. Appendix A to Subpart D of Part 102-3--Key Points and Principles

This appendix provides additional guidance in the form of answers to frequently asked questions and identifies key points and principles that may be applied to situations not covered elsewhere in this subpart. The guidance follows: ----------------------------------------------------------------------------------------------------------------

Key points and principles Section(s) Question(s) Guidance----------------------------------------------------------------------------------------------------------------I. With some exceptions, 102-3.140, 102- 1. Must all advisory committee and A. No. Advisory committee

advisory committee 3.145(a), 102- subcommittee meetings be open to meetings may be closed

meetings are open to the 3.155 the public? when appropriate, in

public accordance with the

exemption(s) for closure

contained in the

Government in the

Sunshine Act, 5 U.S.C.

552b(c). (i)

Subcommittees that

report to a parent

advisory committee, and

not directly to a

Federal officer or

agency, are not required

to open their meetings

to the public or comply

with the procedures in

the Act for announcing

meetings. (ii) However,

agencies are cautioned

to avoid excluding the

public from attending

any meeting where a

subcommittee develops

advice or

recommendations that are

not expected to be

reviewed and considered

by the parent advisory

committee before being

submitted to a Federal

officer or agency. These

exclusions may run

counter to the

provisions of the Act

requiring

contemporaneous access

to the advisory

committee deliberative

process.----------------------------------------------------------------------------------------------------------------

II. Notices must be 102-3.150 1. Can agencies publish a single A. Yes, agencies may

published in the Federal Federal Register notice announcing publish a single notice

Register announcing multiple advisory committee announcing multiple

advisory committee meetings? meetings so long as

meetings these notices contain

all of the information

required by Sec. 102-

(i) ``Blanket

notices'' should not

announce meetings so far

in advance as to prevent

the public from

adequately being

informed of an advisory

committee's schedule.

(ii) An agency's Office

of General Counsel

should be consulted

where these notices

include meetings that

are either closed or

partially closed to the

public.----------------------------------------------------------------------------------------------------------------

III. Although certain 102-3.170 1. May an agency require the use of A. No. Section 10(b) of

advisory committee its internal FOIA procedures for FACA provides that:

records may be withheld access to advisory committee Subject to section 552

under the Freedom of records that are not exempt from of title 5, United

Information Act (FOIA), release under FOIA? States Code, the

as amended, 5 U.S.C. 552, records, reports,

agencies may not require transcripts, minutes,

the use of FOIA appendixes, working

procedures for records papers, drafts, studies,

available under section agenda, or other

10(b) of FACA documents which were

made available to or

prepared for or by each

advisory committee shall

be available for public

inspection and copying

at a single location in

the offices of the

advisory committee or

the agency to which the

advisory committee

reports until the

advisory committee

(i) The

purpose of section 10(b)

of the Act is to provide

for the contemporaneous

availability of advisory

committee records that,

when taken in

conjunction with the

ability to attend

advisory committee

meetings, provide a

meaningful opportunity

to comprehend fully the

work undertaken by the

advisory committee. (ii)

Although advisory

committee records may be

withheld under the

provisions of FOIA if

there is a reasonable

expectation that the

records sought fall

within the exemptions

contained in section

552(b) of FOIA, agencies

may not require members

of the public or other

interested parties to

file requests for non-

exempt advisory

committee records under

the request and review

process established by

section 552(a)(3) of

FOIA. (iii) Records

covered by the

exemptions set forth in

section 552(b) of FOIA

may be withheld. An

opinion of the Office of

Legal Counsel (OLC),

U.S. Department of

Justice concludes that:

FACA requires disclosure

of written advisory

committee documents,

including predecisional

materials such as

drafts, working papers,

and studies. The

disclosure exemption

available to agencies

under exemption 5 of

FOIA for predecisional

documents and other

privileged materials is

narrowly limited in the

context of FACA to

privileged ``inter-

agency or intra-agency''

documents prepared by an

agency and transmitted

to an advisory

committee. The language

of the FACA statute and

its legislative history

support this restrictive

application of exemption

5 to requests for public

access to advisory

committee documents.

Moreover, since an

advisory committee is

not itself an agency,

this construction is

supported by the express

language of exemption 5

which applies only to

inter-agency or intra-

agency materials. (iv)

Agencies first should

determine, however,

whether or not records

being sought by the

public fall within the

scope of FACA in

general, and section

10(b) of the Act in

particular, prior to

applying the available

exemptions under FOIA.

(See OLC Opinion 12 Op.

O.L.C. 73, dated April

29, 1988, which is

available from the

Committee Management

Secretariat (MC),

General Services

Administration, 1800 F

Street, NW., Washington,

DC 20405-0002.)----------------------------------------------------------------------------------------------------------------

IV. Advisory committee 102-175(e) 1. How must advisory committee A. In order to ensure

records must be managed records be treated and preserved? proper records

in accordance with the management, the

Federal Records Act Committee Management

(FRA), 44 U.S.C. Chapters Officer (CMO),

21, 29-33, and Designated Federal

regulations issued by the Officer (DFO), or other

National Archives and representative of the

Records Administration advisory committee, in

(NARA) (see 36 CFR parts coordination with the

1220, 1222, 1228, and agency's Records

1234), or the Management Officer,

Presidential Records Act should clarify upon the

(PRA), 44 U.S.C. Chapter establishment of the

22 advisory committee

whether its records will

be managed in accordance

with the FRA or the PRA.

B. Official records

generated by or for an

advisory committee must

be retained for the

duration of the advisory

committee. Responsible

agency officials are

encouraged to contact

their agency's Records

Management Officer or

NARA as soon as possible

after the establishment

of the advisory

committee to receive

guidance on how to

establish effective

records management

practices. Upon

termination of the

advisory committee, the

records must be

processed in accordance

with the FRA and

regulations issued by

NARA, or in accordance

with the PRA.

C. The CMO, DFO, or other

representative of an

advisory committee

governed by the FRA, in

coordination with the

agency's Records

Management Officer, must

contact NARA in

sufficient time to

review the process for

submitting any necessary

disposition schedules of

the advisory committee's

records upon

termination. In order to

ensure the proper

disposition of the

advisory committee's

records, disposition

schedules need to be

submitted to NARA no

later than 6 months

before the termination

of the advisory

committee.

D. For Presidential

advisory committees

governed by the PRA, the

CMO, DFO, or other

representative of the

advisory committee

should consult with the

White House Counsel on

the preservation of any

records subject to the

PRA, and may also confer

with NARA officials.----------------------------------------------------------------------------------------------------------------