Local Schedule SD and JC Revisions Approved

We are excited to announce that the Second Editions to Local Schedule SD and Local Schedule JC have been approved and are effective as of September 22, 2010. Click on the links above to download the new editions of these schedules.

How will this affect my organization’s records management program?

How this affects your organization depends on what is currently on file with the Texas State Library and Archives Commission (TSLAC). If you are not sure what your government has on file with TSLAC, please contact your analyst.

  • If you have opted to declare compliance with TSLAC schedules using Form SLR 508 (Declaration of Compliance with the Records Scheduling Requirement of the Local Government Records Act), then all you will need to do is download the new version of your retention schedule, inform your colleagues, and begin following the new revised retention periods.
  • If you have filed a records control schedule using Form SLR 500 (Local Government Records Control Schedule), only the retention periods that are longer will automatically apply for you. For example, if Local Schedule SD were to increase a retention period from “3 years” to “permanent,” you would need to begin retaining those records permanently. If any retention periods listed on your records control schedule differ from the new local schedules, you should follow the longer of the two retention periods. Similarly, any record series whose retention periods have changed from “withdrawal + 7 years” to “withdrawal + 5 years” will still need to be maintained for 7 years after withdrawal until an amendment is submitted and approved to reflect this change. If you want to follow the new retention periods or update your schedule, you will need to submit an amendment. To submit an amendment, use the SLR 520 and SLR 540 forms, which must be signed by the designated Records Management Officer (RMO) for your organization. You must receive our approval back in your office before you begin following the new retention period assigned to that record.
  • If your records management policy states you will hold all records permanently, or you are not in compliance with the Local Government Records Act, then you are still required to maintain all records permanently until something is filed with TSLAC to change that status.

Analysts will present 4 more schedules to the Library’s Commission on October 11 (LC, HR, TX, and UT), and, depending upon the Commission’s comments, expect to be able to post all remaining schedules (CC, DC, EL, GR, HR, LC, PS, PW, TX, and UT) in the Texas Register for public comment in late October or November. Please view our previous posting from July for a complete breakdown of the full revision process, and stay tuned for more updates and news on the status of all of our local schedule revisions as they become known.