Federal Records Management

​AC 09.2017


November 16, 2016

MEMORANDUM TO FEDERAL AGENCY RECORDS OFFICERS: Guidance Relating to President-Elect Transition Team Materials

The President-elect’s Transition Team (PETT) represents the President-elect during the 2016-2017 Presidential transition. The materials that PETT members create or receive are not Federal or Presidential records, but are considered private materials.  However, transition briefing materials created by a Federal agency and agency communications with the PETT are Federal records and must be managed in accordance with an approved agency records schedule.  

If a PETT member is appointed to an agency position as part of the new Administration, the status of PETT materials that the individual brings to the agency may change at that time.  If PETT materials are incorporated as agency working files, they become records under either the Federal Records Act (FRA), for individuals working at Federal agencies, or the Presidential Records Act (PRA), for individuals working in PRA creating entities of the Executive Office of the President.  If the PETT materials are kept separate from Federal agency files or from files of a PRA entity, then they remain private materials.

If you have any questions concerning this guidance, please contact the  appraisal archivist assigned to work with your agency.

Chief Records Officer
for the U.S. Government