Records management Glossary

Please note that this Glossary defines terms used in your Agreement, this website and our business in general. These definitions provide you with clarity around key concepts and terms that are used in the Pricing Schedule. They should be considered part of your Agreement, unless otherwise agreed to in writing by you and Iron Mountain.

Iron Mountain may add or delete terms from the Glossary from time to time, or modify definitions. The form of the Glossary that exists on the date that a customer's Agreement becomes effective or is renewed will constitute the terms applicable to such customer's Agreement.

A B C | D E F | G H I | J K L | M N O | P Q R S | T U V | W X Y Z

A

Administrative Fee. A monthly fee charged per account for maintenance and administrative services associated with each customer account. Maintenance and administrative services include things such as 24/7 call center availability, Iron Mountain Connect™, and Report Center standard reporting.

Agreement. The agreement between Iron Mountain and its customer, consisting generally of a base set of terms and conditions, a Pricing Schedule (often referred to as “Schedule A”) and the Glossary defining terms used in the Pricing Schedule and in descriptions of services. In the event of an inconsistency between components of the Agreement, terms in the base agreement prevail over terms in the Pricing Schedule and the Glossary; and terms in the Pricing Schedule prevail over terms in the Glossary.

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Archival Destruction. The process of securely shredding Cartons that are stored with Iron Mountain upon authorization of the customer. This includes retrieval, documentation and secure shredding such that the material cannot practicably be read or reconstructed. The shredded paper is recycled. Upon completion, a Certificate of Destruction statement appears on a customer's invoice to evidence the secure destruction. Archival Destruction prices assume that Cartons contain principally mixed office paper. Cartons to be destroyed that have significant components of contaminants and non-paper media are subject to an additional charge for destruction of these materials.

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Archival Destruction by Recycling. (Discontinued as of March 3, 2008.) The process of recycling Cartons that are stored with Iron Mountain upon customer authorization. This includes retrieval, documentation and transfer to a 3rd party recycler. Iron Mountain's responsibility for the chain-of-custody of these records ends at its dock where the records are picked up by a 3rd party recycler.

As of March 3, 2008, Iron Mountain no longer supports Archival Destruction by Recycling due to the changes in regulatory environment and privacy laws. All archival destruction requests received after March 3, 2008 will be processed using the Archival Destruction by Secure Shredding method.

Autopay – The automatic payment of a customer’s invoice from their credit card, debit card or bank account

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B

Billing Cycle. The period of time between billing statements. Charges for storage are billed in advance, with billing in arrears for Cartons received during the month. Charges for service and transportation are billed in arrears.

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Business Days. Monday through Friday, excluding holidays.

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Business Hours. Begins 8:00 a.m. and ends at 5:00 p.m., local time, on a Business Day. Transportation services may be completed outside Business Hours.

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C

Carton(s). A box or container used to hold records.

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Collection Container. Containers used to store material in offices and other workplaces while awaiting secure shredding service. Collection Containers are designed to be lockable and secure, and generally consist of a variety of sizes of bins, consoles and other units selected to be appropriate for the customer's needs.

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Computer Record Change. An Iron Mountain service in which the customer contacts Iron Mountain and requests that we manually update the description of item(s) managed in our inventory system. Standard updates for Computer Record Changes are billed per item. In cases where the change relates to bulk moves or to edits for many items, you will be charged at an hourly rate for work performed. These fees will be identified on your invoice as a Computer Record Change. It is Iron Mountain's policy that record updates performed due to an Iron Mountain error will not be charged to the customer.

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Consolidation Project. A process in which, upon request, Iron Mountain will adjust the allocated Linear Footage of shelf space dedicated to a customer for Open Shelf Storage. Open Shelf Storage charges are based upon the Linear Footage of shelf space allocated to a customer program or File series and not to the Linear Footage of actual Files in storage at a given time. Therefore, Files may be retrieved on a temporary basis, destroyed or withdrawn from storage on a permanent basis without impacting the allocated Linear Feet of shelf space. In cases where the customer's Open Shelf Storage needs exceed its allocated space, we automatically increase the storage allocation to accommodate the growth. When program needs change, customers may request a Consolidation Project to consolidate their Linear Feet of allocated shelf space and to reduce their storage charges. Charges for Consolidation Projects are quoted in advance of the project based upon the labor expected to be required for the project.

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Cubic Foot/Feet/Footage (CF). The unit of measure for determining charges for storage and service of Cartons. Cubic Footage attributed to a specific Carton or type of Carton may vary from actual physical size. For comparison of actual physical volume with volume attributed for billing purposes for certain frequently used Carton types, click here.

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Customer Location. The transactional point at which a proof of delivery or pickup (e.g. signature) is required. During delivery and pickup visits, Iron Mountain personnel utilize a hand-held scanning device or manual forms to record service transactions. Upon delivery / receipt, the customer representative acknowledges performance of service by digitally signing the scanner or physically signing the forms. Depending on customer need, an Iron Mountain driver might perform a centralized delivery/pickup within a loading dock or might perform multiple visits at several locations within the building. Each stop at which the Iron Mountain employee completes the pickup or delivery service and obtains a customer signature is considered a distinct Customer Location.

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D

Deposits. A Carton, File or other record that is serviced, transported, or stored in an Iron Mountain facility. A Deposit may be a Carton, individual File or other Item for storage. Also known as Item/Items.

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Discount Rate. The percentage reduction offered by Iron Mountain to the Customer to the List Price. The Discount Rate earned by the customer is determined by Iron Mountain and is calculated based on the total amount invoiced by Iron Mountain and paid by customer for records storage and services in the United States in the past 12 months. The List Price, adjusted for the Discount Rate applicable to the Customer, will be calculated to the third place to the right of the decimal point. In the event the List Price so adjusted has a number other than zero in the fourth place to the right of the decimal point, the effective price will be rounded up. For example, if the List Price reduced by the Customer’s discount after applying the Discount Rate is $.3581, the Customer’s effective price will be rounded up to $.359.

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E

Electronic Payments – Any payment made by a customer to Iron Mountain via electronic transfer of funds (EFT) either through credit card or debit card, direct deposit payment, direct debit payment, wire transfer, digital wallet or ACH (automated clearing house).

F

File(s). A document or group of documents contained inside a folder. Files may be stored in Cartons on shelves or in Open Shelf Storage.

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Fuel Surcharge. An additional charge imposed on Transportation Visits to adjust for changes in fuel prices. For additional detail, click here.

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G

Governance, Risk and Compliance Service Fee A monthly fee charged per account for governance, risk and compliance services and for maintenance and administrative services.  Governance, risk and compliance services include Policy Center Essential, an information risk assessment tool, and information management courses on our Information and Economics Academy.  Please visit http://www.ironmountain.com/grcs for more information about these governance, risk and compliance services.  Maintenance and administrative services include 24/7 call center availability, Iron Mountain Connect™, and Report Center standard reporting.  These maintenance and administrative services were formerly billed separately as an Administrative Fee.

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H

Half-Day Delivery. A service for the delivery of Items to the customer under which Orders that are placed by 10:00 a.m. local time on a Business Day are scheduled for delivery on the same Business Day; or, if Orders are placed later than 10:00 a.m., but prior to 3:00 p.m. on a Business Day, delivery is scheduled for no later than 12:00 p.m. on the next Business Day. This delivery schedule is premised on the Order not exceeding fifty (50) Items, and the delivery destination not exceeding thirty (30) road miles from the Iron Mountain facility.

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Handling Charge. The charge for use of vehicle load capacity and the service of preparing Items for transportation and loading onto and off of Iron Mountain vehicles when making a pickup or delivery. Handling Charges are based upon the Cubic Footage of Items transported. For transportation, Files are consolidated into Packages. Handling Charges for Packages are charged at one Cubic Foot per Package. All Cartons are subject to a minimum Handling Charge of one Cubic Foot.

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Hour. Unit of billing for certain services defined as “per hour”. Charges are calculated for the elapsed time required to perform the service, measured in fifteen minute increments.

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I

Image on Demand - Overview. Source documents to be converted come from existing hard copy (paper) documents stored at Iron Mountain. Individual files that are to be converted to digital format can be requested for retrieval through Iron Mountain's on-line customer portal (Iron Mountain Connect). Requests for documents to be scanned under the IOD program must be requested by Authorized Users, whose credential will be verified through Iron Mountain Connect. Upon Iron Mountain's receipt of Customer's request the file will be retrieved from storage, prepared for imaging, scanned and re-filed to the original storage location. Once the scan of the document is complete, the requestor will receive an email notification; in order to retrieve the imaged document from Iron Mountain's server the requester's credentials must again be authenticated through Iron Mountain Connect. When authentication is complete, the user can download the scanned image to his or her PC. All users must be authorized users of Iron Mountain Connect In order to request imaging on demand and to retrieve files from the server.

The IOD conversion process includes several steps: Document Preparation, Scanning, Quality Control, and Re-Assembly (scope of activities are defined below). Eight (8) minutes of labor are provided for each file requested for IOD conversion; the labor time is easily sufficient to accommodate the majority of IOD file conversions. For file conversions requiring more complex processes, additional labor costs may be applied (charged in 15-minute increments at the labor rates forth in Customer's Agreement).

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(a) Document Preparation. Upon retrieval of a requested file and delivery to the imaging center, it will be prepared for imaging. Typical preparation includes insertion of a single separator sheet, removal of fasteners and bindings, flattening bent corners, orienting the document prroperly, making minor repairs, and repositioning of smaller documents. Flat bed scanning may be required in some instances and will be charged per page (photocopy fee applies). A single standard separator sheet will be used for each file processed.

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(b) Scanning and Image Processing. Physical source documents will be converted to an electronic format at 300 DPI, in black and white as a PDF multi-page image. The images will be scanned in duplex mode set with automatic blank page deletion at 5K or less per page; images over 5K that contain no appreciable information will be considered as a viable digital image. Deskewing, auto orientation and edge cleanup will be an automated process. The output of the automated process will be accepted as is.

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(c) IOD Quality Control. Iron Mountain provides quality control by comparing each physical page (100% of volume) with the converted digital image.

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(d) Document Reassembly. Upon completion of the scan process, documents are returned to original folder, in original page order, without bindings (if bindings were removed for conversion).

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Individual Listing. The process of data entry of standard File descriptions into the SafeKeeperPLUS® system.

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Initial Move. For a new customer, the initial transfer of Items to Iron Mountain for storage, including Regular Pickup, transportation, Receiving and Entry and placement into storage. The period of time considered the Initial Move is set forth in the Pricing Schedule but normally does not exceed forty-five (45) days. The maximum number of Items included in an Initial Move may also be set forth in the Pricing Schedule. Charges in the Pricing Schedule assume that customer's cartons are available for pickup on a dock (palletized, wrapped, and inventoried) before the arrival of an Iron Mountain vehicle.

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Initial Move Cartons. The Cartons that are included in the Initial Move from the customer and/or customer's vendor.

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Interfile. A new File or document that is sent to storage and inserted into an existing Carton or File.

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Item/Items. A Carton, File, or other record that is serviced, transported or stored in an Iron Mountain facility. An Item may be a Carton, individual File or other record for storage. Also known as a Deposit.

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L

Labor. The time required to perform any service requested by a Customer that is not specifically described and provided for in your Pricing Schedule or in the Additional Services section of this website (billed in fifteen minutes increments).

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Linear Foot/Feet/Footage (LF). The unit of measure for determining charges for storage and service in Open Shelf format. Linear Foot measurement includes shelving space allocated to a customer based on initial records moved in, plus growth in File volume. Linear Footage attributed to a customer does not vary because of temporary Retrievals or Permanent Withdrawals unless the customer undertakes a File Consolidation Project to reduce shelving allocated to the program.

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List Price. The price for commonly provided Storage and Service items as published by Iron Mountain from time to time.

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M

Minimum Service Order Charge. A minimum order charge applied to a customer's account when the service order, excluding transportation-related charges, does not meet the customer's contractual service order minimum, as set forth in the Pricing Schedule.

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Minimum Storage Charge. A minimum monthly storage charge that is applied to a customer's account when the storage charges do not meet the customer's contractual minimum storage requirement.

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Miscellaneous Services. Charges for services requested by a customer that are not specifically described and provided for in the customer's Pricing Schedule or in the Additional Services section of this website. Miscellaneous Services are billed at the customer's contracted Labor rate. See Labor.

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Mobile Shredding Unit (MSU). A commercial motor vehicle that is equipped with onboard shredding capabilities.

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Month-end Cut-off. The specific date at the end of a month that triggers the conclusion of a given Billing Cycle. For accounting purposes, Iron Mountain measures services as of a specific date, fixed annually in advance and a few days prior to the end of each month, in order to process invoices promptly. Services performed or Cartons added after the Month-end Cut-off date will be billed in the subsequent month. Upon request, Iron Mountain will advise the customer of future Month-end Cut-off dates.

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N

Next Day Delivery. A service for the delivery of Items under which Orders that are placed by 3:00 p.m. local time are scheduled for delivery on the next Business Day. This delivery schedule is premised on the Order not exceeding fifty (50) Items, and the delivery destination not exceeding thirty (30) road miles from the Iron Mountain facility.

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O

Off-Site Shredding. The service of securely shredding materials in a plant setting. The service includes the use of Collection Containers, servicing of those containers, transportation, and secure shredding such that the materials cannot practicably be read or reconstructed.

In the Off-Site secure shredding service, Iron Mountain collects and transports the customer's paper-based materials to a shredding plant, where they are processed and destroyed to a non recoverable form using proprietary procedures and commercial grade equipment. Plant based destruction service is ideally suited for those customer applications where high volume materials disposition is required.

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On-Site Shredding. The service of securely shredding materials using a Mobile Shredding Unit at the customer's facility. The service includes the use of Collection Containers, servicing of those containers, and secure shredding such that the materials cannot practicably be read or reconstructed.

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Open Shelf Storage. Storage of Items in File folders (and not within Cartons) generally used for records that require frequent access, such as medical records. See Linear Foot/Feet/Footage (LF).

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Open Shelf Retrieval. The act of physically locating and pulling a File from an open shelf storage location in an Iron Mountain facility based on criteria provided by the Customer in the Order.

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Outside Courier / Customer Representative Handling – The service provided by Iron Mountain to prepare Items for shipment, or receive Items delivered, by third party carrier, or to prepare or receive Items picked up or dropped off by the customer or the customer's representative. This service is billed per Item, except for customer pick-ups and third party carrier shipments of Files, in which case, where feasible, Iron Mountain will consolidate multiple Files into Packages and bill this service per Package.

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Order. A customer request for service related to its records. Multiple requests for service received at different times may result in multiple Orders, even if services are provided to the same Customer Location if the Iron Mountain dispatcher is unable to combine the Orders due to time or type of service.

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P

Package. A bag, envelope, or container used to securely transport individual Files. In cases where customers send Files to Iron Mountain that are not contained within a Carton, or in cases where Iron Mountain sends a File back to the customer via a File Retrieval, Iron Mountain will insert the File into a Package. This process is designed to ensure the integrity of File records during transport.

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Permanent Withdrawal. The act of processing a Permanent Withdrawal order to prepare and confirm Items retrieved at Iron Mountain's dock for transportation and to update the status of the Item in the inventory system. Permanent Withdrawal applies to Items that will not be returned to Iron Mountain for storage, but are not to be destroyed by Iron Mountain. Permanent Withdrawal charges will apply when Items are removed from Iron Mountain and will not be returned, regardless of whether the removal occurs during the contract term, at the end of the contact term, upon expiration of the contract, or as a result of a customer terminating the contract, by non-renewing or otherwise. Deposits processed for Permanent Withdrawal are deducted from the storage billing at the end of the month this process occurs. The Permanent Withdrawal process includes both the Permanent Withdrawal charge plus a Retrieval charge for each item to be withdrawn. Permanent Withdrawal processing includes: scanning to confirm each Deposit is being changed to permanently withdrawn status, preparation for shipment, loading on a secure vehicle for transportation, and closing the order within the system (up to the standard destruction volume of 4,800 cubic feet per Iron Mountain Market per month). In the context of a customer ending its relationship with Iron Mountain and closing its account, whether by way of contract expiration, contract non-renewal, contract termination or otherwise, then the maximum amount of cartons that Iron Mountain will transfer back to the customer (or the customer's new vendor) is 4,800 cubic feet per month, per Iron Mountain market.

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Pound. The unit of weight used for pricing in certain non-standard secure shredding programs. Weight in pounds is estimated based upon the volume level of paper collected from an individual container and the average weight of paper at that volume level in that container type, or for Cartons the average weight of paper in that Carton type.

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R

Re-Boxing Charge. Iron Mountain may replace Cartons when the condition of the Carton will not support other Cartons in a standard storage configuration, or when the Carton is not safe for transport or handling. Re-boxing charge includes both the price of the replacement Carton and Labor, at a rate per Carton, to carry out the re-boxing service. Re-box charge will show on your invoice as a "Repack Charge" plus the charge for a new carton.  Please see the following illustration  for an example of a container that would require re-boxing.

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Receiving and Entry - Cartons. The act of processing new Deposits when they are first received at an Iron Mountain facility, resulting in an increased storage volume. Includes the physical receipt, processing, assignment to a storage location and placement in the storage location. Items are scheduled to be completed into Iron Mountain's database not later than three Business Days after pickup. This does not include Individual Listing of Files - if applicable.

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Receiving and Entry - Open Shelf Files. The act of processing new Files when they are first received at an Iron Mountain facility. The service charge for Receiving and Entry is based upon the allocated Linear Feet of Files processed (shown on your invoice as Receiving & Entry). This does not include Individual Listing of Files, if applicable.

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Refile. A Carton, File or Item previously retrieved by a customer that is returned to storage at an Iron Mountain facility.

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Regular Pickup. A service where Items are picked up by Iron Mountain at a customer's location for transport to an Iron Mountain facility. Service is by request, and not a regularly scheduled Transportation Visit. Orders placed before 4:00 p.m. local time on a Business Day will be typically picked up within the following two Business Days. This delivery schedule is premised on the Order not exceeding five hundred (500) Items per day per physical customer facility.

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Regular Retrieval Charge. The charge associated with the Retrieval of Items in a regular service timeframe.

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Regular Retrieval - File from Carton. The processing of a Retrieval Order for a File from a Carton in a regular service timeframe. Price based on Retrieval of Files from Carton that are individually listed into the Iron Mountain database. Files requested for Retrieval where the files are not listed may result in a Labor charge for Search Time.

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Regular Retrieval - File from Open Shelf. The processing of a Retrieval order for a File from an Open Shelf in a regular service timeframe. Price based on Retrieval of Files from Open Shelf that are individually listed into the Iron Mountain database. Files requested for Retrieval where the files are not listed may result in a Labor charge for Search Time.

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Retrieval. The processing of a retrieval order and preparing Items for delivery. Includes locating and pulling a Carton or File from storage at an Iron Mountain facility. A Retrieval is considered a temporary removal of an Item from storage. Storage charges continue to be assessed for retrieved Items until they are either destroyed or permanently withdrawn. Any service performed in addition to a Retrieval will be billed as a separate line item on the customer's invoice (e.g., Permanent Withdrawal, Archival Destruction, Secure Shredding, imaging, faxing).

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Rush Delivery - Weekends/Holidays/After Hours. A service where Iron Mountain delivers Deposits at a customer's facility on an accelerated basis when placement of order is received after 2:00 p.m. local time on a Business Day , or on weekends or holidays. Delivery service is scheduled for delivery not later than four (4) hours after placement of the Order. This delivery schedule is conditioned on the order's not exceeding forty (40) Items and the delivery destination not exceeding thirty (30) road miles from the Iron Mountain facility. Requests outside of this condition may be considered a Special Transportation Request.

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Rush Delivery - Business Day. A service where Iron Mountain delivers Deposits to a customer's facility on an accelerated basis. Items that are ordered not later than 2:00 p.m. on a Business Day are scheduled for delivery not later than three (3) hours of the placement of the Order. If an Order is placed after 2:00 p.m. local time on a Business Day, the Order will be delivered as a “Rush Delivery - Weekends/Holidays/After Hours” (4 hour delivery on the same day) or delivered the next Business Day by 11:00 a.m. as a Rush Delivery - Business Day Order type. This delivery schedule is based on the order not exceeding forty (40) Items and the delivery destination not being more than thirty (30) miles from the Iron Mountain facility where the Items are stored.

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Rush Pickup - Business Day. A service where Iron Mountain picks up Items at a customer's facility on an accelerated basis, scheduled to be the next Business Day when the Order is placed by 4:00 p.m. local time on a Business Day.

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Rush Retrieval. The act of processing a Retrieval order and preparing Items for a rush level transportation service.

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Rush Retrieval - File from Carton. The processing of a Rush Retrieval order for a File from a Carton in a rush service level timeframe. Price based on Retrieval of Files from Carton that are individually listed into the Iron Mountain database. Files requested for Retrieval where the files are not listed may result in a Labor charge for Search Time.

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Rush Retrieval - File from Open Shelf. The processing of a Rush Retrieval order for a File from an Open Shelf in a rush service level timeframe. Price based on Retrieval of Files from Open Shelf that are individually listed into the Iron Mountain database. Files requested for Retrieval where the files are not listed may result in a Labor charge for Search Time.

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Rush Service. A Service level assigned to a specific order when delivery is required at a faster time than under Regular Service. Specific delivery schedule for Rush Service is set forth in the Pricing Schedule and individual service descriptions in this Glossary.

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S

Search Time. The time required to locate a File that is not listed within Iron Mountain's database or when the customer does not know specifically which carton or file they need and they request Iron Mountain employees to search through various deposits. Charges for Search Time are based on Labor time.

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Special Projects. A requested Labor service provided to a customer outside the scope of routine services. Some examples include: imaging, file packing and purging, Re-boxing, re-labeling, file room management, drop filing/interfiling, and data correction in the database, etc. Special Projects are quoted by project. The pricing for transactional services listed on the Pricing Schedule may differ when they are part of a special project.

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Special Transportation Request. A delivery request that is outside normal delivery parameters because of time or distance requirements. Iron Mountain will consider Special Transportation Requests where feasible, and will quote prices associated to any such service.

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Standard Archive Carton. The preferred and encouraged Carton type for storage with Iron Mountain. The Standard Archive Carton has an intended use to store a half-drawer of letter or legal records, has an external dimension of approximately 16.25” x 12.75” x 10.25”. Iron Mountain encourages use of the Standard Archive Carton due to its ability to retain structural integrity during handling, transportation, and long term storage.

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Storage. Storage of Customer Deposits at an Iron Mountain facility utilizing Cartons provided by the Customers or in Open Shelf Configuration, based upon Customer program needs.

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Storage, LF. Shown on an invoice for the Linear Footage charges for Storage of Files in an open shelf location at an Iron Mountain facility.

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Storage, New. Shown on an invoice for the charge for storage of new Deposits at an Iron Mountain facility for the month in which they are received, through the next regular billing cycle.

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Storage, Regular. Shown on an invoice for the recurring charge for storage of Deposits at an Iron Mountain facility.

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T

Temporary Retrieval. Removal of Items from storage on a temporary basis; i.e., with the expectation that the Items will be returned to storage. Items that are “out” on temporary retrieval continue to be billed for storage, as the storage location is retained for return of the Item.

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Transportation Visit. The act of servicing a delivery or pickup at a Customer Location or the act of providing secure shredding services.

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Trip Charge. The charge that will appear on a Customer invoice to represent service performed for a Transportation Visit.

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W

Wait Time. A charge assessed in the event that the customer causes delay of the Iron Mountain courier in performing his or her tasks. Wait Time is charged based upon the Labor rates in the customer's Pricing Schedule. Delays can occur due to the shipment not being properly prepared or inability to access elevators or building docks at the customer's site. Billable Wait Time commences 15 minutes after the driver has arrived at the customer site and ceases when the driver can begin performing the service designated for the Transportation Visit.

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