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The National Archives unit involved with Federal agency records storage standards (36 CFR 1234, formerly numbered 1228 subpart K) has resumed contacting Federal agencies regarding the specific locations where they store records and the status of the certification of those facilities. The efforts now are to make contact with agencies that did not reply to previous attempts for the information or were not on the agency list we used when the initial effort to obtain this information took place in 2008 and 2009.

We seek information about agency records centers and commercial records centers that have not been previously certified by an agency as compliant with the standards. For those agencies that HAVE indicated an agency records center or commercial facility is compliant in the annual Records Management Self Assessment survey, but have not sought or received NARA approval to store records, we’ll ask for certification and documentation of compliance if we do not already have that material.

Our current effort will be directed to certain agencies using the Records Management Officer list maintained by NARA’s National Records Management Program unit and/or using information gleaned from question 38 of the 2013 Records Management Self Assessment survey which asked: “Where does your agency store its inactive records?”

Should your agency be contacted, or if any readers have a question about this, please contact standards compliance manager Rick Blondo at rick.blondo@nara.gov.



We are requesting comments on a draft of an upcoming NARA Bulletin on minimum metadata requirements for transferring permanent electronic records to NARA. There are three parts to the draft (links are to PDF versions): the draft bulletin, Metadata Element Definitions, and Recommended file and folder naming conventions.

The Bulletin applies to all electronic records that have been scheduled as permanent and describes the minimum set of metadata elements that must accompany those records when they are transferred to NARA. Please make your comments about the draft Bulletin and any suggestions by August 22, 2014. We will review all the comments we receive.

Thank you for your input!



We will host an ERA Boot Camp July 30 at Archives I. The ERA Boot Camp will consist of a morning and an afternoon session:

  • The morning session will focus on ERA records scheduling tasks and will be held from 10:00 AM to 12:00 PM.
  • The afternoon session will focus on using ERA for permanent records transfer tasks and will be held from 1:00 PM to 3:00 PM.

The ERA Boot Camp will be presented by NARA staff experienced in the use of ERA for scheduling and transfer tasks.  NARA staff will be available afterword to answer agency-specific questions.

The ERA Boot Camp will be held at Archives I, 700 Pennsylvania Avenue, NW.  The ERA Boot Camp is offered to federal agencies at no charge. Participants must have taken the ERA online training and have an active ERA user account before enrolling in the boot camp. Agencies may enroll in either session or both through NARA’s Learning Management System (LMS).

Additional questions may be sent to ERAtraining@nara.gov



We are requesting comments on the draft of an upcoming NARA Bulletin on NARA-Created Transfer Requests. NARA bulletins are designed to provide fundamental guidance to Federal agencies who must then determine the most appropriate ways to incorporate the guidance into their work.

This Bulletin establishes a time period for agencies to take action on NARA-created Transfer Requests in the Electronic Records Archives. It also establishes a time period for agencies to take action on any NARA-created Standard Forms 258, Agreement to Transfer Records to the National Archives of the United States (SFs258), which have not yet been submitted to NARA.

Please make your comments about the draft Bulletin and any suggestions here by July 18, 2014. We will review all the comments we receive. We plan to issue the Bulletin by the end of July. You can download the draft of the bulletin (as .pdf ) here.



The GRS Team is now tracking schedules based on the GRS Transmittal we expect them to be issued under.

GRS Transmittal 23: The draft Transmittal is currently under internal review with publication expected by August 29, 2014. The GRS Team will hold in-person and web briefings on the Transmittal in September.

Schedules that will be included:

  • GRS 1.1: General Financial Management Records
  • GRS 1.2: Grant & Cooperative Agreement Records
  • GRS 3.1: General Technology Management Records
  • GRS 3.2: Information System Security Records
  • GRS 4.3: Input Records, Output Records, and Electronic Copies

Schedule that may be included:

  • GRS 4.2: Information Access & Protection Records (this schedule is still in the Federal Register process, but is expected to go for signature in time to be included)

The Transmittal will also include FAQs and implementation tools.

GRS Transmittal 24: This Transmittal is expected to be issued in Spring 2015. It currently includes the following schedules that are all either in stages of comment adjudication or appraisal:

  • GRS 2.1: Employee Acquisition Records
  • GRS 2.5: Employee Separation Records
  • GRS 2.8: Employee Ethics Records
  • GRS 4.1: Records Management Records
  • GRS 4.2 Addendums
  • GRS 6.2: Federal Advisory Committee Records

GRS Transmittal 25: This Transmittal is planned for Spring 2016. We have already started working on the following schedules:

  • GRS 1.3: Budget Records
  • GRS 2.2: Employee Management Records
  • GRS 2.3: Employee Relations Records
  • GRS 2.4: Employee Compensation & Benefits Records
  • GRS 2.6: Employee Training Records

If you have questions or are interested in providing assistance with any of the schedules currently in development (GRS Transmittal 25), please contact the GRS Team at GRS_Team@nara.gov. You can also visit their webpage here.

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