Evaluating Your Records Management Program - James Tammaro, Adjunct Professor, SUNY Buffalo Establishing a records management program in a local government is a good way to improve the management of records and information in government. However, the RMO and other officials within the local government need to evaluate the programs performance from time to time to make needed improvements. This session will cover aspects of a records management program to analyze and offer guidance on actions to take to evaluate the program and how to use the results of that evaluation to improve the local government's records management program. Evaluating Your Records Management Program (pdf) Inventory Sheet for Electronic Records (pdf) Inventory Sheet for Paper Records (pdf) Records Request Form (pdf) Records Disposal Form-Sample (pdf)
Thinking Like a Grant Reviewer - Diane H Leonard, President, DH Leonard Consulting & Grant Writing Services, LLC In this session will walk through the steps necessary to develop a grant application that not only engages your grant reviewers, but helps you achieve the top score possible so that you receive the grant award. We will go step by step through how to achieve this in each portion of your process-from identifying a funding opportunity to clicking submit for an application. This session will give you the critical steps to follow for implementing a "mock review" in your organization to have your editing process mimic that of a grant review process so you start to think like a grant reviewer. You will experience firsthand with a hands-on exercise of each application. Thinking Like a Grant Reviewer (pdf) Mock Scoring Review Guide (pdf)
RMO & IT - Working Together in Today's Digital Landscape - Steve Goodfellow, CRM, CDIA More than ever, today's IT and RMO's must work arm-in-arm to help local governments meet compliance requirements involving FOIL, HIPAA, information security and records retention. This presentation will discuss examples of organizations implementing an EXMS and how IT and RMOs worked together and the lessons learned (both good and bad). Whether there is already a strong working relationship, or if you seek ways for an improved one, IT and RMO must understand the key issues each face. Attendees are encouraged to share their own stories and ask questions about their records related projects in today's digital transforming environment.
Orange-Ulster BOCES Demonstration Grant Presentation - Sheila Almond, Information Processing Manager, Orange-Ulster BOCES When an information system is decommissioned, the date within must remain usable, either in that system or a new one to which the data is migrated, to meet retentionn requirements as well as potential litigation. This requires extensive collaborative planning to ensure backwards comparability of systems, software, data formats and accessibility. This session will focus on the planning and implementation of migrating date from decommissioned systems and identify the pitfalls and benefits of the process.
Social Media-To Use or Not to Use, that is the Question - Elena DeFio Kean, ATtorney & Counsellor at Law, DeFio Kean, PLLC Kerriann Harrington, Deputy City Clerk, City of Oneonta, and Michael Martin, RAO, NYS Archives Social Media is becoming the fastest, easiest amd most effective means of communication with our constituents. What types of social media are beneficial to local governments? Should the local government adopt policies and procedures for social media? What about legal issues - what do local governemnts have to be aware of? Records retention - is social media an offical record? These are some of the many questions our panel of experts will answer. Each panel member will present briefly with plenty of time for your questions. Social Media - Kelliann Harrington (pdf) Legal Impact of Scoial Media on Municipal Operations and Litigations -Elena DeFio Kean (pdf) Records Retention and Social Media Records - Michael Martin (pdf)
Making a Disaster Plan - Lillian Barton, RMO, Saint Regis Mohawk Tribe This session will provide important components of an emergency readiness plan and kit for local government records officers, clerk and other office workers. When an emergency strikes you will have the most important tools to continue your services when you must evacuate or are stranded for several days. Making a Disaster Plan (pdf) Continuity Essential Records Management-FEMA (pdf)
Retention Schedule Consolidation - Jennifer O'Neil, Supervisor, Scheduling and State Agency Services, NYS The State Archives is updating and consolidating the local fovernment records retention schedules. This session will discuss and highlight major revisions that have been proposed and provide information on the status of the schedule review and approval process. Retention Schedule Consolidation (pdf)
JUNE 2-4, 2019 ALEXANDRIA BAY, NY
New York Association of Local Government Records Officers