State Agency Records Retention Schedule Recertification Guide
This page provides materials and resources to assist state agencies and public universities with the recertification of their records retention schedules.
Forms to submit the recertification:
- Blank form SLR 105 in Excel format - for complete recertifications of a schedule.
- Instructions for SLR 105: PDF
- Blank form SLR 122 in Excel format - for amendments to an approved schedule.
- Instructions for SLR 122: PDF
- Blank form SLR 105C and Instructions: Records Retention Schedule - Certification
Resources you will need:
For State Agencies and Universities:
- Recertification 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.
- Review a copy of your current approved records retention schedule – Each agency schedule must be reviewed and updated (if changes are needed).
- Texas State Records Retention Schedule, 5th Edition (RRS) – Agencies must ensure that all retention periods meet the mandatory minimums set forth in the most current edition of the RRS.
- Download: PDF (93 pages)
- The RRS Common Series Checklist template (Excel) – Lists series common to state agencies and public universities.
Additional Resources for Universities:
- Texas State University Records Retention Schedule, 2nd Edition (URRS) – Universities must ensure that all retention periods meet the mandatory minimums set forth in the most current edition of the URRS.
- Download: PDF (101 pages)
- The URRS Common Series Checklist template (Excel) – Lists the series common to universities and institutions of higher education with conditional formatting to connect interrelated series.
Supplemental Materials
- Webinar: Recertification 101 - This 22 minute video will guide you through the recertification process.
- Blog article: How Do I Recertify My State Agency Retention Schedule?
- Blog article: Getting the Most Out of Your State Agency Retention Schedule—Part I: Structure
- Blog article: Getting the Most Out of Your State Records Retention Schedule—Part II: AINs
- Blog article: Getting the Most Out of Your State Records Retention Schedule—Part III: RSINs
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.
Can't find what you're looking for? Email slrminfo@tsl.texas.gov or call 512-463-7610.