New York Association of Local Government Records Officers

"Preparing for the Future, Preserving the Past"

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DIVING INTO
RECORDS MANAGEMENT

2022 NYALGRO SCHOOL


LGRMIF - Success Stories and Tips for Applying - Maria McCashion, Records Advisory Officer, NYS Archives; Maureen Reynolds, Tompkins County Clerk/RMO; Kelly Yacobucci Farquhar, Montgomery County Historian/RMO
The Local Government Records Management Improvement Fund (LGRMIF) is a competitive grants program that helps local governments establish records management programs or develop new program components. In this session, grant recipients presented highlights from successful grant projects, provided tips for applying. Link to presentation

The Role of Records Manageres in Providing Educator Access to Primary Sources - Jordan Jace, Education Director, Archives Partnership Trust; Assisted by Janet Braga, Director, Archives Partnership Trust
As the managers of historical records, you hold important resources for educating the next generation of engaged citizens. Learn what types of records you hold at your organization that can be used by teachers in their classrooms. Participants will learn how a new online tool from the New York State Archives can help them make those records available to teachers and students. Link to presentation and presentation documents.

You are a Records Management Officer (RMO) - Now What? - James Tammaro, former NYALGRO Board Member, Archives and Records Management Consultant,and former Town of Amherst Records Manager; June Patterson, NYALGRO Board Member, Town Clerk, Town of Highlands; Matthew Shaler, NYALGRO Board Member, RMC, Madison County
You've been appointed the new Records Management Officer (RMO) for your local government without any prior knowledge about what that position entails. This session outlined and described ten initial steps any new RMO can take as they begin to assume an active role as their local government's RMO. As each step is listed, panel members provided insight on how new RMOs can carry out those steps. Link to presentation
Recruiting and Working with a Records Management Consultant - James Tammaro, former NYALGRO Board Member, Archives and Records Management Consultant
As local governments take on projects to enhance or expand their records management programs, there is sometimes a need to recruit and work with a records management consultant on the grovernment's records management project. Records Management consultants can draw on their expertise to offer specific technical assistance to local governements carrying out a records management project. Such assistance can prove to be crucial to the successful outcome of a records managment project. This session provided practical advice and suggestions for local governemnt officials interested in recruiting and working with a records management consultant. Link to presentation

JUNE 12-14, 2022
ALBANY, NY


 

2019 NYALGRO SCHOOL

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