RECORDS MANAGEMENT

The Federal Records Act (44 U.S.C. 31) and other statutes require all federal agencies to create records that document their activities, file records for safe storage and efficient retrieval, and dispose of records according to Agency schedules.

Policy and Guidance

A Guide to Records Management at CSOSA

This Policy establishes principles, responsibilities, and requirements for managing CSOSA’s records to ensure that the Agency is in compliance with federal laws and regulations, CSOSA policies, and best practices for managing records.

Records Management Policy

This Policy establishes principles, responsibilities, and requirements for managing CSOSA’s records to ensure that the Agency is in compliance with federal laws and regulations, CSOSA policies, and best practices for managing records.

Managing Government Records Directive M-12-18

The Managing Government Records Directive was issued by the Office of Management and Budget (OMB) and the National Archives and Records Administration (NARA) in response to the Presidential Memorandum on Managing Government Records released on November 28, 2011. The Directive establishes a robust 21st century framework for managing Federal records.

Records Management Guidance: Managing Records in a Shared Environment

This guidance provides CSOSA employees with requirements for compliance with the Agency’s records management policies when using, managing, and maintaining shared drives.

Forms

Standard Form 115, Request for Records Disposition Authority

(from the GSA Forms Library)
Used by Federal agencies to obtain disposition authority from the National Archives and Records Administration (NARA). It is generally used for unscheduled records.

Standard Form 135, Records Transmittal and Receipt

(from the GSA Forms Library)
Documents the physical transfer of records to the Federal Records Center.

Standard Form 258, Agreement to Transfer Records to the National Archives of the United States

(from the GSA Forms Library)
Used by Federal agencies to transfer legal custody of permanent records to NARA.

Optional Form 11, Reference Request - Federal Records Centers

(from the GSA Forms Library)
Used by Federal agencies to obtain reference service involving records they have stored in a Federal records center.