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As you are probably aware, the Washington, D.C. area is expecting a significant winter storm event Wednesday the 12th into Thursday the 13th. While we hope we are able to move forward with the Capstone technical webinar scheduled for Thursday  as part of the Electronic Records Management Automation agency presentation series, we will follow these guidelines:

  • If the Federal Government is open and under normal operating status, the webinar will happen as scheduled.
  • If the Federal Government is closed OR there is the option for unscheduled leave or unscheduled telework OR there is a delayed opening, we will reschedule to an alternate date to be determined. We will try to schedule for early March and will send out another announcement with the new date.

Official Government closing and leave information is located on the OPM web site or contact our status line 301-837-0700.

We want everyone interested to be able to participate in this event. Thank you in advance for your patience as we plan for possible weather disruptions.


Update on February 13: OPM has announced that the Federal Government is closed, so we will be rescheduling the Capstone webinar.

We are pleased to announce that we have issued new guidance for Federal agencies on transferring permanent electronic records. NARA Bulletin 2014-04, Revised Format Guidance for the Transfer of Permanent Electronic Records replaces all previous guidance identifying file formats that may be used when transferring permanent electronic records to NARA. This Bulletin was written with feedback from a wide variety of stakeholders, including OMB, the Federal Records Council, Federal agencies, and the public.

This Bulletin provides Federal agencies with high-level requirements for electronic records and includes an appendix that identifies file formats that are appropriate for use with different categories of electronic records. Both documents are located on NARA’s transfer guidance web site:

In the coming days, we will announce online briefings about this Guidance.

Managing the Lifecycle of National Security Information is a one-day class designed to improve the management of classified records in the intelligence, law enforcement and defense communities by integrating records management, information security and declassification concepts. The intended audience is anyone who handles classified records in agencies within the civilian Executive Branch, the Intelligence Community and the Department of Defense.

The next offering is Tuesday, February 18, 2014 in Washington DC at Archives I and Tuesday, September 16, 2014 in College Park at Archives II.

Course Objectives

  • Explain the role of NARA in managing records and safeguarding National Security Information
  • Identify the roles and responsibilities of Records Management and Classification Management personnel at every point throughout the record lifecycle
  • Apply the rules and mandates that govern the management and safeguarding of National Security Information and records
  • Define the additional requirements that pertain to National Security Information for each stage of the record lifecycle

This class is restricted to persons who have an active Secret or higher security clearance. Before your registration can be confirmed, NARA must receive documentation from your agency’s security office indicating you have a clearance. To do this, request that your agency’s security officer send a fax on your agency’s letterhead to NARA: 301-837-0346. Please note that some agency security offices may require two weeks advance notice to provide this confirmation.  Address security clearance questions to:

Length: 1 day Cost: $150

To register for this course, please visit our Learning Management System.

We will be holding an information session for Federal agency records managers and other agency stakeholders on Capstone: A New Approach to Managing Email Records, on February 4, 2014. This session will include two sections:

Section 1: A presentation on our own implementation of the Capstone approach, led by NARA’s Records Officer, Susan J. Sullivan, CRM. Susan will share information on how we planned the approach, stakeholder involvement, implementation steps to date, and lessons learned that might help other agencies who are considering implementing their own Capstone approach. Time will be left for questions and answers.

Section 2: A panel of NARA email experts will be available to answer general questions on Capstone and email management. Included on the panel will be staff from the following NARA offices: General Counsel, NARA records management, appraisal and scheduling, records management policy and electronic formats, and electronic records transfer.

The session will begin at 9:30 a.m. and end no later than 12:00 p.m. The session will be held at the National Archives and Records Administration downtown building,  in the McGowan Theater.

To reserve a place for this session, email your name, telephone number, and agency name to You may reserve places for several staff in the same email, but for security purposes we must have each individual’s name, telephone number, and email address. The session will be recorded for posting to our YouTube channel. An additional virtual session for the general Q&A (section II) is planned for later in February. Separate notice on this webinar will follow.

NARA reserves the right to postpone or cancel a meeting at any time. We will make every effort to contact registrants by e-mail and telephone if that occurs, so complete information at the time of registration is very important. Meetings WILL BE CANCELED if the Office of Personnel Management (OPM) announces a “closed,” “unscheduled leave,” “liberal leave,” or “delayed arrival” policy for Federal employees for that day of if there has been an elevation to threat level RED in the Homeland Security status. Official Government closing and leave information is located on the OPM web site at

Several weeks ago, we reported on the progress being made by the Office of Personnel Management (OPM) on establishing a records management occupational job series. Now, they have released a draft records management professional flysheet to agency human resources directors.  The flysheet proposes to establish an occupational series, consistently defining records management activities throughout the Federal Government.

Please see the attachments in the release for the draft position classification flysheet (.pdf) and the instructions for submitting comments (.pdf) to OPM by February 7.

August 2014
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