Annual Reporting Period Opens

Today we open our annual records management reporting period. This year’s reporting period covers activities in 2019 and runs until March 13, 2020. Agencies should have already received additional communications with full details and instructions from our office.

This year, we are asking agencies to report on the following:

Records Management Self-Assessment (RMSA) and Federal Electronic Records and Email Management Reports. The RMSA serves as a method for agencies to evaluate their records management programs. We are also asking agencies to complete a NEW supplement to the RMSA to evaluate electronic records and email management programs in order to gauge how well agencies are transitioning to electronic recordkeeping in response to OMB/NARA Transition to Electronic Records (M-19-21). Survey tool information for these two reports was sent out this morning to Agency Records Officers and those designated to respond to the 2019 RMSA. Questions about either of these reports may be sent to

Senior Agency Official for Records Management (SAORM) Reports. This report demonstrates how agencies are achieving the goals of M-19-21 and other important strategic initiatives. The template for the 2019 Annual SAORM Report was distributed this morning by email from Laurence Brewer, Chief Records Officer for the U.S. Government, to SAORMs with a copy to Agency Records Officers. SAORMs are listed here. If agencies need to designate an SAORM or make changes to this list, they may send a notification to

Later this year, 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 are available on NARA’s records management reporting website.

One thought on “Annual Reporting Period Opens

  1. Happy New Year and hello from Pitkin County, Colorado! Have you published the complete self-assessment tool (including the new supplement)? As a Records manager in a non-Federal environment, I’d like to tailor this for Pitkin County and benefit from NARA’s expertise in evaluating programs. Thank you.

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