Past Initiatives and Guidance

Superseded OMB Guidance: 

• Presidential Memorandum - Managing Government Records
• Managing Government Records Directive (M-12-18)
• Guidance on Managing Email (M-14-16)

Past Bulletins

Past Frequently Asked Questions (FAQs)

Past Initiatives:

• E-Government Electronic Records Management Initiative
• NARA’s Electronic Records Project Summary Report FY 2005 – FY 2009
• ​RM Redesign/Strategic Directions
  • Strategic Directions
• Federal Agency Records Management Applications Studies
  • A Survey Of Federal Agency Records Management Applications (RMAs)
  • Continuing Study of Federal Agency Recordkeeping Technologies 2008
  • 2008 Final Report - Appendix C
• A Report on Flexible Schedule Implementation by Federal Agencies 2008
• University of Maryland Recordkeeping Survey

Past NARA ERM Guidance

• Records Management Profile:
  • Federal Enterprise Architecture (FEA) Records Management Profile, version 1.0
  • Federal Enterprise Architecture (FEA) Records Management Profile: Electronic Records Management and Recordkeeping Requirements Checklists
    • Systems Development Life Cycle (SDLC) Checklist
    • Capital Planning and Investment Control (CPIC) Checklist
    • Business Process Design (BPD) Checklist
• ERM E-Gov Initiative:
  • Recommended Practice: Developing and Implementing an Enterprise-wide Electronic Records Management (ERM) Proof of Concept Pilot
  • Guidance for Building an Effective Enterprise-wide Electronic Records Management (ERM) Governance Structure
  • Recommended Practice: Evaluating Commercial Off-the-Shelf (COTS) Electronic Records Management (ERM) Applications
  • Guidance for Coordinating the Evaluation of Capital Planning and Investment Control (CPIC) Proposals for ERM Applications
  • Electronic Records Management Guidance on Methodology for Determining Agency-unique Requirements
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Existing E-mail Messages with Attachments
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Existing Permanent Electronic Records Scanned Images of Textual Records
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records DIGITAL PHOTOGRAPHIC RECORDS
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records RECORDS IN PORTABLE DOCUMENT FORMAT (PDF)
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records DIGITAL GEOSPATIAL DATA RECORDS
  • Expanding Acceptable Transfer Requirements: Transfer Instructions for Permanent Electronic Records WEB CONTENT RECORDS
• Fast-track Guidance Products
  • Context for Electronic Records Management (ERM)
  • What is Electronic Recordkeeping (ERK)
  • Why Federal Agencies Need to Move Toward Electronic Recordkeeping
  • Preliminary Planning for Electronic Recordkeeping: Checklist for IT Staff
  • Preliminary Planning for Electronic Recordkeeping: Checklist for RM Staff
  • Typical Records Management [RM] Functions and Typical RM Program Activities
  • Examples of System Functions for Electronic Recordkeeping (ERK) and Electronic Records Management (ERM)
  • Survey of Baseline Organizational Information
  • Analysis of Costs and Benefits for ERM/ERK Projects
• Managing Web Records
  • Implications of Recent Web Technologies for NARA Web Guidance
• NARA Guidance on Electronic Signatures
  • Records Management Guidance For PKI-Unique Administrative Records
  • Records Management Guidance for Agencies Implementing Electronic Signature Technologies
  • Records Management Guidance for PKI Digital Signature Authenticated and Secured Transaction Records
• BPA Benchmarking Report