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Management (ERM)
Scheduling Information
Systems With the National
Archives
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ERM Authorities
NARA, 36 CFR 1234, Electronic Records Management
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Overview
NARA requires that all Federal Agency’s throughout the
Federal Government Schedule their various Information
Systems. It is estimated that your offices may need a period
of approximately six months to complete the suggested
scheduling steps involved in scheduling systems and an
additional six months for NARA to approve the schedules.
As you can see, the earlier one gets started in the process
the better.
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Basic Steps
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Purpose of the Inventory
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Basic Steps (Cont.)
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What are the benefits of using records
schedules?
Using records schedules:
Ensures that the important records are organized and maintained in such a way as
to be easily retrieved and identifiable as evidence of the program's activities,
especially in the event of an audit, a Freedom of Information Act (FOIA) request, or
a discovery in a lawsuit.
Conserves office space and equipment by using filing cabinets to store only active
paper records and conserves server space by using tapes, disks, and other off-
line storage media for electronic records.
Saves money by moving inactive files to off-site storage areas until they are ready
for final disposition.
Helps preserve those records that are valuable for historical or other research
purposes.
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What is an agency schedule?
Agencies are required by law to develop records schedules for all of their records not
covered by the GRS (44 U.S.C. 3303). After reviewing their records, agencies submit
the schedules for NARA approval on an SF 115, Request for Records Disposition
Authority.
Schedules may not be implemented until NARA has approved them. Some schedules,
especially those containing records relating to financial management, claims, and other
related matters, must also be approved by the General Accounting Office (GAO) (
44 U.S.C. 3309) before NARA will approve them.
Once approved by NARA, retention periods in the schedules are mandatory and
authorize the systematic removal of unneeded records from Federal offices.
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What is an Agency schedule
(Cont)
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Schedules
Does Your Agency have Disposition Schedu
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The End
Questions, Comments,
Assistance????
Contact Ken Matthews
E-Records Project Manager
chapkenmat@gmail.com
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