Medicare General Information, Eligibility and Entitlement Manual (Pub. 100-01), Ch. 7 § 30.40
National Archives and Records Administration (NARA) Universal
30.40 - National Archives and Records Administration (NARA) Universal
Electronic Records Management (UERM) Requirements
(Rev. 13718; Issued: 04-10-26; Effective: 05-11-26; Implementation: 09-14-26)
The Universal ERM Requirements 2identify high level business needs for managing electronic
records. They are baseline ERM program requirements derived from existing statutes, standards,
NARA regulations, policy, and guidance. These requirements are based on the lifecycle of
electronic records management and include the following sections.
• Capture
• Maintenance and Use
• Disposal
• Transfer
• Metadata
• Reporting
2 NARA Universal Electronic Records Management (UERM) Requirements provide the framework for federal
agencies and their contractors to implement compliant electronic records management systems. These requirements
establish the minimum functionality needed for records management in federal information systems. The complete
UERM requirements can be accessed at: https://www.archives.gov/records-mgmt/policy/universal-erm-
requirements.
These requirements address born-digital and digitized analog records. The requirements are
either program requirements relating to the design and implementation of CMS’ Electronic
Records Management policies and procedures; or system requirements that provide technical
guidance in creating ERM tools and specifications for requirements a system will need to
manage electronic records.