AC 05.2024
Date: October 17, 2023
Memorandum to Senior Agency Officials for Records Management (SAORM) and Agency Records Officers: 2023 Federal Agency Records Management Reporting Period
The annual records management reporting period for CY 2023 will be from January 8, 2024 to March 8, 2024. Agencies will be receiving additional communications with full details and instructions from our office prior to the start of the reporting period.
We will require agencies to submit the following:
- Senior Agency Official for Records Management (SAORM) Annual Report: This report gathers data on agency progress towards the goals of the OMB/NARA memoranda Transition to Electronic Records (M-19-21) and Update to Transition to Electronic Records (M-23-07) and other important records management initiatives. SAORMs will receive instructions and access to the report template at the beginning of the reporting period.
- Federal Electronic Records and Email Management Maturity Model Report: This report, based on a maturity model, is designed to evaluate how well federal agencies are managing their electronic records and email. Information about accessing the survey tool will be sent via email to Agency Records Officers and those designated to respond.
- Records Management Self-Assessment (RMSA): The annual RMSA asks questions that assess compliance with records management statutes, regulations, and NARA policies and guidance. Information about accessing the survey tool will be sent via email to Agency Records Officers and those designated to respond.
Questions about annual reporting should be sent to rmselfassessment@nara.gov. If your agency’s contact information for any of these reports has changed, please contact us immediately at the email address above to ensure instructions, copies of the questions and templates, and survey tool links are received.
In FY 2024, 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 website.
LAURENCE BREWER
Chief Records Officer
for the U.S. Government