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Puget Sound Chapter of ARMA - October 2001 Program



October 2001 Meeting

Puget Sound Chapter of ARMA International

Conducting a Records Inventory (4:00 ? 5:30)

 

Maverick Collier, City of Bellevue, City Clerk's Office, Public Records Analyst 1998 - present

A records inventory is the foundation for any successful records program. It tells you what records exist, the volume of records, security and access requirements, storage location and media and much more. Join us as we learn what a records inventory is, the benefits of conducting an inventory, planning an inventory, how to conduct the inventory and what to do with the information once you're done.

 

Maverick has been in the Library, Records and Information Management field since 1989. He is currently coordinating a City-wide inventory process for the City of Bellevue. He is heavily involved in creating an Electronic Document Management RFP for the Clerk's Office. Maverick's RIM experience includes Commercial Records Management, RMS administration, Imaging,
OCR/ICR, workflow/process improvement, retention scheduling, et al. Maverick is currently the Webmaster for the Puget Sound Chapter. He has also served as Board of Director, Program Chair, Newsletter Editor and Vice President of the Puget Sound Chapter of ARMA.

The Mechanics of Records Retention Scheduling (7:30 ? 8:30)

 

Bill Greathouse, Senior Records Analyst for the National Archives and Records Administration in Seattle, Washington.

 

In 1984, Bill graduated from Western Washington University's graduate program in Archives and Records Management Administration while earning a master's degree in history. Bill has worked as a records manager or archivist for a county government, the Nevada State Supreme Court, the Nevada State Archives, the Centers for Disease Control and Prevention, the National Archives, and as a records management consultant for local, state, and federal government agencies as well as private individuals and corporations. Bill taught an electronic records management class through the University of Washington's extension campus.


This presentation examines the research methodologies, presentation mechanics, and approval cycles for scheduling private sector and government records. The mechanics for scheduling active and inactive electronic systems of records and the special considerations for permanent, active and permanent, inactive records are discussed. Local, state, and federal government approval venues and private sector records retention considerations are covered. There will be an overview of the research mechanics including when to consult the Code of Federal Regulations, state administrative codes, state statutes, the Federal Code, court rules, federal and state tax audit requirements, and professional and business licensing requirements. The political and logistical mechanics in getting internal organizational approval for the records retention schedules are examined.  The presentation endeavors to present, using actual examples, the mechanics and processes of drafting, presenting, and getting records retention schedules approved in a variety of settings.

Wednesday, October 10th, 2001

La Quinta Inn, Tacoma, Washington

Workshop:  4:00-5:30 ? Workshop:  5:30-6:00 - Social/Registration:  5:30-6:30pm -   Dinner:  6:30 ? 7:15 pm (Optional) - Business Meeting:  7:15 ? 7:30pm - Program:  7:30 ? 8:30pm

Cost:  Workshop, Dinner and Evening Program - $25.00; Workshop Only - $6.00

Make your reservations in several ways:  Chapter Website: http://www.pugetsoundarma.org or Mark Hoffman:  253-272-2626; Fax 253-627-8438