October 31, 2017
MEMORANDUM TO FEDERAL AGENCY CONTACTS: Annual Federal Agency Records Management Reporting Period Dates
The annual records management reporting period will soon be open. This year’s reporting period will be from January 8, 2018, to March 16, 2018. Agencies will be receiving additional communications with full details and instructions from our office, including advance copies of the questions and templates. We anticipate sharing those materials in late November.
We will ask agencies to report on the following:
Records Management Self-Assessment (RMSA): The annual RMSA asks questions that assess compliance with records management statutes and regulations as well as NARA policies and guidance. The survey tool information will be sent via email to Agency Records Officers of all Federal agencies and those designated to respond at the beginning of the reporting period. After completing the assessment, agencies will have access to an individualized report of their results. Questions about the RMSA may be sent to firstname.lastname@example.org.
Senior Agency Official for Records Management (SAORM) Annual Report: This report gathers data on agency progress towards the goals of the OMB/NARA Managing Government Records Directive (M-12-18) and other important records management initiatives as identified by NARA. SAORMs will receive instructions and the template for the report at the beginning of the reporting period. SAORM reports will be posted to NARA’s website soon after receipt. Questions about the SAORM report can be sent to email@example.com.
If your agency’s contact information for any of these reports has changed, please contact us immediately at the email addresses above to ensure instructions, advanced copies of the questions and templates, and survey tool links are received.
In FY 2018, NARA will issue a consolidated records management report that summarizes and analyzes the data gathered from all three of the above reports. Previous annual reports may be accessed at https://www.archives.gov/
Chief Records Officer
for the U.S. Government