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We are requesting comments on a draft NARA Bulletin entitled “Determining the Appropriate Age for Scheduling Permanent Records Transfers to the National Archives.”

This draft Bulletin provides Federal agencies with guidance on determining the appropriate age at which permanent records, regardless of their media or format, should be scheduled for transfer to the National Archives and Records Administration (NARA). The Bulletin also has a questionnaire for agencies to use when determining appropriate transfer age.

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.

Please make your comments about the draft Bulletin and questionnaire by September 10, 2014. We will review all the comments we receive. Thank you.



We will offer The Case for Records Management: Issues for Federal Agency Counsel in College Park, MD on October 21, 2014.

Why attend?

Legal professionals know when business-critical information is missing or inaccessible, an agency risks damage to its reputation, failure to perform its mission, and expensive litigation. This half-day briefing by National Archives and Records Administration legal and records management staffs will discuss issues related to discovery, records retention and legal holds, and electronic information.

Who should attend?

This briefing is targeted toward general counsel, inspectors general, attorneys and paralegals interested in the management of their own records and/or responsible for providing legal direction in Federal agencies regarding agency records management and litigation.

Location:  Archives II, College Park, MD

Date:  Tuesday, October 21, 2014

Length – 1/2 Day   9:00AM – 12:00 Noon

Cost: none

Enroll by clicking here

For persons unable to travel to College Park, a recording of an earlier briefing is available on our YouTube channel.

Part I: Approximately 80 minutes.

  • Key points in Federal statutory and regulatory requirements that relate to agency records
  • Best practices in building a defensible records management program
  • Counsel’s role in an agency records management program
  • Challenges and legal issues associated with electronic records

Part II: Approximately 75 minutes.

  • The Nexus Between E-Record Keeping and E-Discovery
  • Email, Backup Tapes, Metadata
  • Legal Holds on Records and the Duty of Agency Counsel
  • The Presidential Memorandum and Implementing the Managing Government Records Directive



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

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