Here's a plan to plan for your plan:

http://www.archives.gov/records-mgmt/policy/requirements-guidance.html

:-)

All kidding aside, there is some good information in the NARA site if you 
poke around a little.  Nothing as granular and cut and dry as the OP was 
looking for, but by at least thinking about the processes in the link I 
provided you will answer many of those questions.

Eric Eskam
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