November 21, 2016
MEMORANDUM TO FEDERAL AGENCY CONTACTS: Annual Records Management Reporting Period
The annual records management reporting period will soon be open. This year’s reporting period will be from January 9, 2017 to March 17, 2017. 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 mid-December.
This year, 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 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.
Federal Email Management Reporting: This survey is designed to evaluate how well Federal agencies are managing their email records according to the Criteria for Managing Email Records in Compliance with the Managing Government Records Directive (M-12-18). The survey tool information will be sent to Agency Records Officers at the beginning of the reporting period. Agency responses will be posted to NARA’s website soon after receipt. Questions about the email survey may be sent to email@example.com.
Senior Agency Official for Records Management (SAORM) Annual Report: This report gathers data on agency progress towards the goals and requirements of the OMB/NARA Managing Government Records Directive (M-12-18) and other related records management initiatives. SAORMs will receive instructions and the template for the report prior to 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 firstname.lastname@example.org.
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.
Chief Records Officer
for the U.S. Government