All district and precinct offices of a county, municipality, public school district, appraisal district, or any other special-purpose district or authorities are required by the Local Government Records Act to have three elements of compliance on file with the Texas State Library and Archives Commission. Contact your assigned analyst for more assistance.

Compliance Forms for Elected County Officials

• Form SLR 512 - Records Management Policy and Declaration of Compliance By an Elected County Official (PDF)
  • PDF is fillable if downloaded. Print and mail to TSLAC for filing.
  • Download Instructions (PDF) for filling out the form SLR 512.
  • Choose retention schedules applicable to your local government entity.
    • Recommended Local Retention Schedules (Word).

Compliance for All Other (Non-Elected) Local Government Offices

File a Records Management Policy

• Use our policy template (Word) or submit an existing policy/order/ordinance/resolution.
   
  • Must be submitted with evidence of governing body approval such as board meeting minutes.

Adopt the Local Retention Schedules and Designate a Records Management Officer

• Form SLR 508 - Declaration of Compliance with the Records Scheduling Requirement of the Local Government Records Act (PDF)
  •  
  • Submit to (a) adopt/update retention schedules and (b) designate/update RMO.
  • Choose retention schedules applicable to your local government entity.
    • Recommended Local Retention Schedules (Word).
  • RMO must match position designated in the policy.
  • PDF is fillable after downloading. Print and mail to TSLAC for filing.

Designate or Update a Records Management Officer

• Form SLR 504 - Designation of Local Government Records Management Officer (PDF)
   
  • Submit to designate/update RMO only (if submitting an SLR 508, the SLR 504 is not necessary).
  • RMO must match position designated in the policy.
  • PDF is fillable after downloading. Print and mail to TSLAC for filing.

Additional Templates and Forms for Local Governments

Templates for in-house documentation only. Not to be filed with TSLAC.

• Documentation of Amendments to Local Government Retention Schedules (Word) (template)
• Records Disposition Log (Word) (template)
• Documentation for Premature Loss or Destruction of Records (Word) (template)

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Forms for State Agencies

Any agency in the executive, legislative, or judicial branch of state government created by the constitution or a statute of this state is required by State Records Management Laws to designate a records management officer and file a certified records retention schedule every five years. Contact your assigned analyst for more assistance.

Reference a Certified Retention Schedule

• List of all certified state agency retention schedules.

Recertify or Amend a Retention Schedule

• Recertification guidance
  • Materials and resources to assist state agencies and public universities with the recertification of their records retention schedules.
     
• Form SLR 105C (Word)
  • Use for recertifications and amendments.
  • Instructions for SLR 105c (Word)
     
• Form SLR 105 in Excel format
  • Use for a complete recertification of a schedule.
  • Instructions for SLR 105 (Word)
     
• Form SLR 122 in Excel format
  • Use for an amendment to an approved schedule.
  • Instructions for SLR 122 (Word)
     

Designate a Records Management Officer

• Form SLR 104 - Designation of State Agency Records Management Officer (PDF)

Additional Templates and Forms for State Agencies

• Form RMD 102 - Authority to Dispose of State Records (Word)
  • Use for items such as unscheduled records and records to be destroyed before the expiration of their retention periods.
• Form RMD 113 - Disaster Recovery Service Approval Form (PDF)
  • Please email slrminfo@tsl.texas.gov for copy of PDF form.

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