
OMB has updated its guidance on requirements to transition to electronic records, saying it is “critical that federal agencies move beyond paper-based processes and embrace the opportunities afforded to improve government by transitioning fully to an electronic environment.”
While OMB in memo M-19-21 had set a target of year-end 2022 to achieve a fully electronic environment, “agencies may have been delayed in their electronic records transition process during the COVID-19 pandemic,” says the new memo, M-23-07.
Requirements now include that no later than June 30, 2024, all permanent records in federal agencies must be managed electronically to the fullest extent possible for eventual transfer and accessioning by the National Archives and Records Administration; and must manage all temporary records in an electronic format or store them in commercial records storage facilities.
After that date, agencies must transfer all permanent records in an electronic format and with appropriate metadata; NARA will no longer accept transfers of permanent or temporary records in analog formats and will accept records only in an electronic format with appropriate metadata.
NARA is to issue records management regulations and guidance to support the transition to fully electronic recordkeeping, it adds.
Separately, in memo M-23-06, OMB updated guidance under its Circular A-123 for compliance with the Federal Financial Management Improvement Act to reflect what it called “the continuously developing environment of technology, business processes, and policy.”
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See also,
The Process of Retiring: Last-Minute Changes
The Process of Retiring: Check Your Agency’s Work
FERS Retirement Planning Bundle: 2022 FERS Guide & TSP Handbook