State Agency Records Retention Schedule Recertification

This page provides materials and resources to assist state agencies and public universities with the recertification of their records retention schedules.

NEW: Webinar - State Agency Recertification 101

Did you get a letter in the mail from Craig Kelso informing you that your agency needs to recertify your state agency records retention schedule? This 22 minute video will guide you through the process and covers the following topics:

  • the legal basis for records retention schedule recertification
  • a behind the scenes looks at what happens when you submit your schedule to TSLAC
  • tips and tricks on how to make the recertification process go smoothly

Forms

 

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Checklists

  • Perfect Score by Evan Shuster from the Noun ProjectThese checklists are intended to generally assist persons involved in the recertification process of a Texas state agency records retention schedule. The packet includes a checklist of action items, instructions for completing the required submission forms, character limits for Texlinx, and a record series review checklist to ensure that common series and archival designations are not omitted.
     

Additional information on what records the State Archives determines to be archival and other frequently asked questions can be found on the State Archives FAQs for State Agencies web page.

 

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Reference

  • Agency Archival Appraisal Reports - These are comprehensive accounts of the process of appraising the records of an agency and of the resulting appraisal decisions. The reports can be read to determine (as of the date of the report) which records of an agency are of archival value; which records the Texas State Library and Archives Commission holds; which records the agency maintains and for how long; and which records are not archival. Please note that not all state agencies have undergone the archival appraisal process.

 

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Laws and Rules

State Records Management Laws (State Agency Bulletin 4) require state agencies to develop records retention schedules. Texas state agencies are required to submit their retention schedules to TSLAC on a timetable established by administrative rule. The rules governing retention scheduling are published as State Agency Bulletin 3. If a record series does not appear on a certified records retention schedule, it may not be destroyed without obtaining special permission of TSLAC's executive director.

 

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Can't find what you're looking for? Email slrminfo@tsl.texas.gov or call 512-463-7610.

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Page last modified: June 3, 2020