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Run: NARA Records Disposition Schedule (SF-115) Preparation Worksheet

Draft a NARA Records Disposition Schedule (SF-115) preparation worksheet that captures record series details, retention, and disposition rationale before sub...

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Submission Details

Submitted by (required)

Department or office (required)

Submission date (required)

Purpose of this worksheet

Use this worksheet to draft a Request for Records Disposition Authority (SF-115). Collect only the information needed to describe the records series, proposed disposition, and retention period for NARA review.

Record Series Identification

Record series title (required)

Series description (required)

Describe the content, purpose, and typical use of the records series. Avoid collecting PII unless it is necessary to identify the series.

Record creator or office of record (required)

Record media format (required)

Inclusive dates of the records

Enter the date span covered by the series if known, such as 2018-2024. Use only if needed for the disposition request.

Disposition Recommendation

Proposed disposition (required)

Retention period (required)

State the retention period in plain language, such as 'destroy 6 years after final action' or 'transfer to NARA 20 years after cutoff.'

Cutoff event (required)

Disposition justification (required)

Explain why the proposed retention is sufficient for administrative, legal, fiscal, or historical needs. Keep the justification focused on records management requirements.

Legal and Administrative Considerations

Is the series subject to a legal hold or litigation hold? (required)

Legal hold details

Describe the hold type, responsible office, and expected duration. Do not include unnecessary PII.

Does the series contain sensitive information requiring special handling? (required)

Special handling notes

Describe any access restrictions, privacy concerns, or handling requirements relevant to the disposition review.

Review and Approval

Records manager review status (required)

Review comments

Use this field for requested edits, clarification notes, or approval comments.

Reviewed by

Review date

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