Records Management Frequently Asked Questions

1.) What forms do I need to complete to add an item to an agency-specific schedule?

STD-56 - Records Action Requests Summary and Deletions

STD-64 - Records Action Request: Addition or Amendment to Records Retention and Disposition Schedule 

 

2.) What forms do I need to complete to amend an item from the current agency-specific schedule?

STD-56 - Records Action Requests Summary and Deletions

STD-64 - Records Action Request: Addition or Amendment to Records Retention and Disposition Schedule 

  

3.) What forms do I need to complete to delete an item from the current agency-specific schedule?

STD-56 - Records Action Requests Summary and Deletions

STD-64 - Records Action Request: Addition or Amendment to Records Retention and Disposition Schedule 

  

4.) Why do I have to fill out these forms?

The forms provide information for the PHMC and the Agency Records Coordinator to determine the value of the records, how long they should be kept, and in what format, what type of disposition should be given to the records and also provides information for space and resource allocation.

 

5.) How long will it take to receive an Executive Board Resolution?

The entire process, beginning with correctly completed forms, review by analysis and archives staff, final review by the Executive Board through issuance of an approved Executive Board Resolution is approximately 3 months.

 

6.) Can I transfer records to the State Records Center once the paperwork is started?

No, you can not transfer records to the State Records Center until an approved Executive Board Resolution is issued.

 

7.) Can I destroy records once the paperwork is started?

No, you can not destroy any records until an approved Executive Board Resolution is issued.  According to the Administrative code of 1929, the Executive Board must approve the disposition of Commonwealth records under the Governor’s jurisdiction.

 

8.) Why do I need a description on the STD-64?

The STD-64 is intended for appraisal purposes, to allow the Archives to know more about the records content, amount, format, etc. and for the agencies’ use to determine space needs, provide analysis on the value of the records and identify vital records.

   

9.) What is the procedure for appointing an Agency Records Coordinator?

A letter from the Agency/Department Head appointing an Agency Records Coordinator must be directed to the attention of Division of Records Administration, Pennsylvania Historical and Museum Commission, 1825 Stanley Drive, Harrisburg, PA 17103.

 

 

If you need further assistance, please contact us at Ra-staterecordsmgmt@pa.gov.

Forms and Directives  
  Name
PDF Documents Authorized Personnel Form
Document Title: Authorized Personnel Form
PDF Documents Authorized Personnel Form Instructions
Document Title:  
MS Excel Documents File Plan Template
Document Title:  
PDF Documents M210.1
Document Title: Commonwealth of PA Employee Records Management Manual
PDF Documents M210.7
Document Title: Manual on the Commonwealth Records Management program
PDF Documents MD210.5
Document Title: Commonwealth of PA State Records Management Program
MS Word Documents STD-56
Document Title: Records Action Requests Summary and Deletion
Documents in the Directory STD-59
Document Title: Records Transfer List
Documents in the Directory STD-59-GS
Document Title:  
MS Excel Documents STD-59-P79
Document Title: Personnel Records Transfer Lists
MS Excel Documents STD-61
Document Title: Reference Request
MS Excel Documents STD-62
Document Title: Records Disposal Report
MS Word Documents STD-64
Document Title: Records Action Request:Addition or Amendment to Records Retention and Disposition Schedules
PDF Documents STD-64 Instructions
Document Title: Records Action Request: Addition or Amendment to Records Instructions
Documents in the Directory STD-65
Document Title: Microfilm Requirement Analysis
MS Excel Documents STD-66
Document Title: Request to Acquire Microfilm Equipment