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