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RMSA 2014 is Here!

by on October 16, 2014

RMSA 2014 is here!

Yesterday we opened the Record Management Self-Assessment (RMSA) reporting period, which runs from October 15 to December 15, 2014.

If you are an Agency Record Officer or are responsible for responding to the 2014 RMSA, you should have received an email containing the link to access the questionnaire. Please remember that for security reasons, this link cannot be forwarded to other individuals, so it is imperative that we have the correct point-of-contact information for your agency. If you did not receive this link and think you should have or if you received the link and are no longer responsible for completing the RMSA, email rmselfassessment@nara.govimmediately!

You will have until 11:59 p.m. EST Monday, December 15, 2014, to complete the self-assessment. We will be unable to accept submissions via the online system after this date.

Here are a few things to help you get started:

  • MS Word and fill-able PDF versions of the 2014 RMSA that can be used while gathering information and compiling the official response. Please do not return either of these forms to us. Your agency’s official response must be entered into the survey tool using the link described above.
  • We are using a new survey tool this year. This tip sheet will help you navigate.
  • If your agency has identified unscheduled records that were not included on the inventory sent in 2013, you should complete this spreadsheet and send it to

If you have any questions regarding the RMSA, please contact or

We hear you!

Every two years, we survey our Federal agency customers to get feedback on satisfaction with core areas of NARA’s records management program. This year, the focus of the survey was on appraisal and scheduling services and records management training. The good news is that the overall satisfaction rate of 89% represents the highest score ever for the survey, which began back in 2004.

We want to thank everyone who took the time to complete the survey and especially those who submitted detailed comments that we can use to make improvements to the services we provide the Federal RM community.

You can download the full 2014 Survey Report as a .pdf here.

The annual records management reporting period will soon be open. This year’s reporting period will be from October 15, 2014 to December 15, 2014. Agencies will be receiving additional communications with full details and instructions from our office.

This year, we will ask agencies to report on the following:

1. Senior Agency Official (SAO) annual report: This report measures progress towards the goals or requirements in the Managing Government Records Directive. Agencies will receive instructions and the template for the report prior to the beginning of the reporting period. SAOs are listed here. If agencies need to designate an SAO or make changes to this list, they may send a notification to We will prepare a comprehensive report later in FY 2015 to summarize results.

2. Records Management Self Assessment (RMSA): The survey tool information for the RMSA will be sent to Agency Records Officers prior to the beginning of the reporting period. We will send agencies an individualized report of their results after we analyze the data. We will also prepare and publish a comprehensive report later in FY 2015. Questions about the RMSA may be sent to

We have issued NARA Bulletin 2014-05, NARA-Created Transfer Records to agencies this afternoon.

This Bulletin establishes a time period for agencies to take action on NARA-created Transfer Requests (TR) in the Electronic Records Archives (ERA). NARA typically creates TRs for permanent records located in Federal Records Centers and are eligible for legal transfer as a convenience for agencies. These TRs then have to be proposed by the agencies for action. 

Under this Bulletin, all NARA-created TRs will expire 15 months after creation in ERA if the agency has not taken action. Additionally, all NARA-created Standard Forms 258, Agreement to Transfer Records to the National Archives of the United States (SFs 258), which have not yet been submitted to NARA will expire two months after the issuance of this Bulletin. The purpose for establishing an expiration date for NARA-created ERA TR is to ensure that they contain the most current information about the records.

Records Management Virtual Classroom Training FY15 Schedule

The National Archives and Records Administration will be offering Basic Records Operations and Vital Business Operations Online Classes in FY 2015. These online courses were designed to reach a geographically dispersed audience.

Basic Records Operations

This synchronous online course describes what to file, how to file it, and how to remove files no longer needed for current business. It covers the variety of activities involved in the maintenance and use, as well as the disposition, of Federal records. It presents practical applications in handling records of various types.

$125 – Four 90-Minute Sessions. Participants must complete all four sessions to receive a Certificate of Completion.

Dates                                     Time

October 8, 15, 22, 29              10:00 a.m. to 11:30 a.m. Eastern

January 7, 14, 21, 28               10:00 a.m. to 11:30 a.m. Eastern

March 9, 16, 23, 30                 2:00 p.m. to 3:30 p.m. Eastern

April 8, 15, 22, 29                   10:00 a.m. to 11:30 a.m. Eastern

June 9, 16, 23, 30                    2:00 p.m. to 3:30 a.m. Eastern

September 9, 16, 23, 30          10:00 a.m. to 11:30 a.m. Eastern


Vital Business Information

This synchronous online course provides the knowledge and skills required to identify, protect, and make readily available the vital records needed to support the resumption of critical business functions after a disaster, and to establish and administer a vital records program. The course is based on the vital record requirements contained in FEMA’s Federal Continuity Directives (FCD) 1 and 2 and 36 CFR Part 1223.

$125 – Four 90-Minute Sessions. Participants must complete all four sessions to receive a Certificate of Completion.

Dates                                       Time

February 4, 11, 18, 25             10:00 a.m. to 11:30 a.m. Eastern

August 10, 17, 24, 31             2:00 p.m. to 3:30 p.m. Eastern



NARA’s records management online courses have a limited number of lines available. Register online at Also visit our YouTube channel  for useful records management videos.


What people are saying……….

“Very informative and gave me more ideas to apply to the RM program. I have a better understanding and can figure many things out on my own.”

“This made record management much clearer and I have a better understanding of the responsibilities involved.”

“This course really helped me get some clarification on what is a vital record and what is not and the tools to begin to implement a plan for our office.”

May 2015
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