adopts new record keeping policy, aims to get rid of paper ... · bill reintroduced on ... releases...
TRANSCRIPT
Spokane County
adopts new
record-keeping
policy, aims to get
rid of paper
storage
By: Chris Sokol
2
President’s message 2
Treasurer’s report 3
Member appreciation 4
Editor’s Note 5
Spokane County adopts
new record-keeping
policy, aims to get rid of
paper storage
By: Chad Sokol
9
Education 10
Bill Reintroduced on
Duty to Keep Records
Federal Manager's
Daily Report
12
North Mankato
Releases Crime
Statistics
By Ryan Gustafson
12
Chapter Awards 13
Lewis County
Continues to Preserve
County Records with
State Aid
By: Darlene J. Swiger
14
Board Members 15
Survey 17
CRM corner 18
Participation Prizes 21
Chapter CRM Listing 23
Upcoming Events 24
Ways to Help 24
20 Questions With…
Peter Kurilecz 25
Inside this issue
Hello again. Here we are with almost two months finished into 2017 and we have so many great things in store for you all. There is just a plethora of education and networking opportunities to take advantage of.
First, I would like to mention the CRM Conference that the Southwest Region Leadership and the Dallas chapter put on at the beginning of Feb. Wow, was it an amazing time with great educational content on a variety of topics including moving a Records Center, the Cloud, Project Management, Hacking and considerations to prevent it just to name a few. I bring it up because this conference, while helping those who would like to sit for the exam, also provides an amazing educational track for existing CRMs, IGPs and anyone really who just wants more education and an opportunity to meet contacts across the southwest region footprint. I strongly encourage you to consider this event when it comes back around.
Now, on to things you do have a chance to take advantage of. Right now, we have our Annual Seminar taking place on Feb 24th in San Marcos at the San Marcos Activity Center (501 E Hopkins Rd, San Marcos TX 78666). I hope you signed up and are taking advantage of this full day of education and networking that our own Steven Williams, IGP and Chris Barden, CRM have been coordinating with our partners in the San Antonio chapter. This is a great way to get content that is closer to home and at an amazing price for the value.
March will see the return of our chapter Sponsorship Expo where we give thanks to our chapter sponsors and allow a great networking event so the members can come out and get to know these companies and understand the solutions they offer a RIM/IG professional. It will
again be a free plated lunch to members (non members can also attend for a nominal fee). Please be on the lookout for the date, time and location and book it on your calendar. Our chapter sponsors provide so much support for the education and networking opportunities the chapter provides, and we are excited for you to get the chance to meet with them. We will also have another education workshop that Vickie Stephens, CRM has coordinated for March 29th at the BBVA Compass location (8am-noon) that will have a panel including myself, Steven Williams and Kevin Waldrup, CRM where the group will look at a RIM Scenario and discuss the application of the maturity model based on The Generally Accepted Recordkeeping Principles (the Principles). It will be a great interactive discussion for all levels of RIM/IG professionals.
April will see the return of our regular chapter education meetings. Steven Williams will present a topic on electronic records and their disposition on April 20th at the BBVA Compass location (11:30am – 1pm). With electronic records being the big challenge for those in our industry, you won’t want to miss out on that. April will also end with a bang as we put on our chapter’s 14th Annual Spring Shred Day along with our amazing sponsors Balcones Shred, Iron Mountain and Shred-It. This event will again take place at the ACC Highland campus near where the House of Torment attraction used to be (GPS address is 523 E Highland Mall Blvd, Austin TX).
Continued on page 7
3
*Please contact Debra Korty with any questions regarding the chapter’s finances,
budget, or this report.
Month Beginning Balance Ending Balance
November $ 28,998.67 $ 29,376.97
December $ 29,376.97 $ 29,361.12
January $ 29,361.12 $ 35,052.13
4
Austin ARMA is only as great as its membership. Thank you for
joining and renewing!
New Members
Renewing Members*
* Renewals based on renewals received since the November 2016 membership roster.
Alaric Roberson Texas Dept. of Licensing & Registration Nanci Nicholas City of Austin
Karen Thompson City of Pflugerville Azure Brown Austin Community College Tisa Wilkins ERCOT Jill Peterson LCRA
Geoff Kelly Iron Mountain Diego Dominguez LCRA Roxanne Yeisley Lloyd Gosselink Law Firm Heidi Patterson GRM Document Mgmt.
John Frost Integro Chyna Christensen TG Legal Dept.
134 Members
31 CRMS
3 Fellows
5
Eye on it RIM/IG in the news
The Federal Government has
been responding to the Managing Government
Records Directive since 2012. As part of this directive,
agencies have had to take to the path of digitizing their temporary and permanent
records in order to meet the benchmarks and ultimate deadline of managing all
electronic records in electronic format by the end
of 2019. The most recent deadline within the Directive
was for the electronic management of email by the
end of 2016.
http://federalnewsradio.com/sponsored-content/2017/02/
making-the-turn-on-your-electronic-records-
management-journey-the-road-beyond-email/
Local byte Austin area events
SXSW!!
(Various Venues)
March 10-19, 2017
Rodeo Austin
(Travis County Expo Center)
March 11-25, 2017
St. Patrick’s Day Festival
(Jourdan-Bachman Pioneer
Farms)
March 17, 2017
Austin Urban Music Festival
(Auditorium Shores)
March 31-April 1, 2017
Time is march, march, marching on,
isn’t it? Hello again to all of you
wonderful ARMA members. There is
lots of information packed into this
issue and if you haven’t checked out
the Facebook page yet, I just loaded in
a bunch of articles on RIM. If you have
any ideas for articles or research,
please let me know or send me the
links. I am always looking for things
that apply to our vast world of
knowledge.
I’m looking forward to our Chapter
Sponsorship Expo in March. It will be
very busy around my work with SXSW.
How many of you are impacted by the
additional visitors?
Please check out this month’s survey—
it’s your chance to tell the Board what
other types if merchandise you would
like to see in the store. There are
already some pretty good ideas but
after looking at a swag catalogue
recently I realized there is no end to
what you can put a logo on!
Spring break is also coming—hope you
have some funs things planned. Or
maybe it’s just another week to you. ☺
I can always use more volunteers for
the Member Spotlight. It’s been so fun
getting to know my fellow members
and I’ve learned lots of cool things. We
have a vast variety of backgrounds,
education, families, hobbies and more.
Adios to you for now!
Struck by a wild idea? Share
it with me for the newsletter!
6
7
...continued from page 2
We are looking for awesome people to volunteer and help your community and chapter at this event. I always say, if you want to have Austin thank you all day, volunteer for Shred Day! There are the same shifts as always. 7:30 – 11am, 10:30am – 2pm, or (and only for the most awesomest people) the full day shift 7:30am – 2pm. Of course, all our volunteers are awesome, so please be sure to email me and ensure your AWESOME status now. J All the awesome volunteers will be provided with complimentary breakfast, lunch, and refreshments. And there are bathrooms inside the campus building for use. Also, if you are not able to volunteer, please be sure to help spread the word by mouth or via email or social media. You can easily just point people to the chapter’s webpage www.austinarma.com/shred-day. You can also pick up some of our printed flyers and post them to bulletin boards or leave at local restaurants and shops.
In May, we have another chapter meeting and education workshop to look forward to. Both will be at the BBVA Compass location. The chapter meeting will bring us Todd Brown from Access Sciences to present to you all on May 23rd. The education workshop is scheduled for 8am – noon on May 24th. Be sure to keep an eye out as we solidify the additional information on topics. Don’t forget that if you have a prepay card and may have missed some meetings, you can still use up the remaining spots by bringing a colleague to a meeting.
Again, keep in mind the chapter is raffling off the final four original chapter pins with the longhorn logo to raise money for the Central Texas Food Bank (formerly Capital Area Food Bank) which is also the charity we will be raising money for at the Shred Day. Raffle tickets are only $1 and the winners will be announced at our June Appreciation meeting. The good news is you don’t have to be present to win this prize AND you are a winner for helping to raise funds for such a good cause even if you don’t win the pin itself. Another testament to how awesome you are. A few tickets have been purchased so the race is on. Don’t you want to own a piece of the chapter’s 36 year history?
Another way to add some awesome points is to check out our chapter store. When you purchase from there, you also help the chapter out financially. And if there is a sale going on at Café Press (the site that hosts the
chapter store), that sale will pass through to the store items as well (i.e. if t-shirts are on sale, that will decrease the price of the chapter shirts). I will say I was very pleased with my baseball t-shirt with the red half sleeves and it didn’t bleed at all when washed. And if you have any product issues, the customer service they provide is amazingly efficient.
We are also closing in on finalizing our ballot for our chapter elections. We have actually filled almost all the slots with nominations (but keep in mind you can still toss your hat in the ring for any of them), but we are still looking for another awesome person to fill the Chapter Sponsorship Liaison role that Martha Whitted currently holds. This role coordinates payments and renewals for our chapter sponsors and also coordinates with them for events like our Chapter Sponsorship Expo, the June Appreciation meeting, chapter meeting sponsorships, the Annual Seminar and other chapter events. The position also seeks to add sponsors to our roster as it is important to provide a varied group of vendors that can provide varied solutions to the membership. It is a great way to get involved and help grow the chapter as well. And if you are interested, but a little nervous about taking on such a role alone, Martha has graciously offered to co-chair the position for one year into the new term to help mentor and transition the role to someone who is looking to up their game and take their career to the next level. You can also chair or join one of our various committees (audit committee for checking that chapter finances are being handled appropriately, networking committee to help put together social events that our membership and friends of Austin ARMA can network and get to know each other, the sponsorship focus group to help beef up our chapter’s sponsorship benefits to provide our chapter sponsors with the best benefits possible, the Advance the Profession Committee to help spread the word of what ARMA and Austin ARMA is all about to other professional organizations and interested parties, and the Revenue Generating Focus Group that can brainstorm ideas and events to help raise chapter funds which helps the chapter keep down the costs to the members themselves). There is lots of opportunity to start this career advancement at many levels that fit all levels of professionals and their busy lives. Be sure to take advantage of that. Maybe you are interested in management but can’t seem to get that promotion due to lack of experience.
8
...continued from page 7
Joining the Board of Director’s for the chapter is a great way to get that experience in a group of like-minded peers where you can get the education and support you need to succeed. And don’t forget that an additional benefit is the chapter will pay some or all of your expenses to attend the regional Leadership Con-ference (that may be occurring in an awesome city this year, but we have to wait for that confirmation). Be-yond the fun cities it gets held in, this amazing confer-ence helps to provide some guidance and support for existing and new board members with training on posi-tion tasks and what resources region and international provides a board member. And the last two years, we have been lucky to share our conference with the Southeast Region, so being able to connect and net-work with our fellow Board members across the re-gions is quite impressive.
As of writing this article, the current nomina-tions for the Board of Directors 2017 – 2019 is:
President – Gina Cervantes
President Elect – Steven Williams, IGP
(note: We changed the title of Vice President to Presi-dent Elect so the person who wins this position will be-come President after the term(s) end(s) for the current President.
Secretary – Steven Williams, IGP
Treasurer – Alex Webb, CRM, IGP
Programs Co-Chairs—Hunter Buchmeyer and Alaric Robertson
Membership Co-Chairs – Michelle Stafford and Terry Lopez
Education Chair – Vickie Stephens, CRM
Seminar Co-Chairs – Chris Barden, CRM and Julia Johnson
Publicity – Todd Brown
CRM Liaison – Ryan Hanus, CRM
Newsletter Editor – Kim DeCola, CRM
Webmaster Co-Chairs – Kim DeCola, CRM and Megan Carey
Historian – Debra Korty, CRM
Chapter Sponsorship Liaison – STILL NEED NOMINATIONS
Immediate Past President – William Basinger, CRM
I would also like to ask (beg if I need to), that when the voting does occur, that you make sure to do so. I know it may seem futile if there are no contested positions, but imagine how excited the new Board would feel if they knew you all stood behind them 100%. That is my call to you. It won’t take long, and if not contested, no research is needed, but your support is invaluable and greatly appreciated.
With all of that said, we look forward to seeing each and every one of you at the future events we have planned. Why? Because you are so awesome.
9
How much time, paperwork and taxpayer money does it take to order printer ink for a Spokane County government office?
Too much, says county Auditor Vicky Dalton.
Invoices and vouchers need signatures from a department head before they’re walked to another building and dropped into a wire basket. Then those documents are evaluated by an accountant in Dalton’s office and tediously copied into a computer system.
“And then, after that, the computer system can generate a check, a warrant, to send off to the vendor,” Dalton said. “That’s the process right now. It’s paper. It’s time-consuming.”
All that for a toner cartridge. “And this is just one of many, many examples,” Dalton said, grimacing. “I won’t even get into the payroll.”
Dalton, who’s been the elected auditor since 1999, looks forward to the day when county employees can order office supplies without stepping away from their computers. She and other officials recently completed the first phase of a yearslong project aimed at streamlining the county’s record-keeping practices.
It’s no easy task, as the county processes thousands of physical documents each day, and each office has its own strategy for keeping them organized.
“We have departments that just keep records they don’t need to be keeping,” Dalton said. “That causes a lot of storage issues. It causes a lot of management issues. And it causes a lot of duplication.”
Many records – from arrest warrants to service contracts to receipts for printer ink – are stored in county facilities, and many are stored off-site.
In 2016, Dalton said, the county paid nearly $53,000 to store “hundreds and hundreds of boxes” of records at Northwest Vital Records Center, a complex of warehouses on the West Plains that was an anti-aircraft missile launch site during the Cold War.
“We are definitely burning up a lot of storage,” Dalton
said.
By storing records electronically and discarding those that are no longer needed, the county aims to save time and money. It’s one of many “lean” management strategies spearheaded by Chief Operating Officer John Dickson, who joined the county in 2013.
The Washington secretary of state’s office determines which records need to be kept, who needs to keep them and for how long. There are detailed retention schedules for nearly every kind of document that passes through government hands.
The county’s new policy, approved by commissioners this month, says employees should “retain only those records that are required by law, necessary for operations or prudent.”
“It’s always good to throw things away that you don’t need anymore,” Dalton said.
Rather than visit the storage facility for an annual purge of unneeded records, county employees will assign an automatic “destruct date” to each document in an electronic management system, she said. Some documents will only exist electronically, but some will inevitably need to be printed.
The new policy also should improve transparency, county officials say, by making it easier to find records when the public requests them.
Frank Oesterheld, a records management expert who works in the assessor’s office, said organization and discipline are key.
“If we do that, then transparency is an easy job,” he said.
Click to view the article.
Spokane County adopts new record-keeping policy,
aims to get rid of paper storage
By: Chad Sokol
10
As Education Chair for the chapter, I am pleased to announce the upcoming education events for the upcoming Austin ARMA year 2016-2017: Vital Records and Disaster Planning Wednesday, January 25, 2017 Protection of information assets from loss and destruction can make or break an organization. Learn how to identify and protect vital records, how to perform a risk assessment and how to develop a disaster recovery plan for your organization. Information Governance/Records and Information Scenario Wednesday, March 29, 2017 Gartner defines information governance as the specification of decision rights and an accountability framework to ensure appropriate behavior in the valuation, creation, storage, use, archiving and deletion of information. It includes the processes, roles and policies, standards and metrics that ensure the effective and efficient use of information in enabling an organization to achieve its goals (Gartner IT Glossary).
In this session a panel of information professionals will explore a real life records and information scenario applying the Generally Accepted Recordkeeping Principles and Information Governance. Change Management Wednesday, May 24, 2017 The success of a new program, records management or new technology, depends on the cooperation and training of staff. An organization will have many challenges when implementing changes in an organization. In this session learn how to prepare a strategic plan for a successful change management project. Classes will be held at the BBVA Compass Bank Board Room, 5800 North MOPAC Blvd, Austin, Texas 78731. Registration starts at 8:00 am, class starts at 8:30 am – 12:00 noon. Breaks will be taken and light refreshments will be served. Cost for class is $25.00 for members and $35.00 for non-members. For additional information please contact Vickie Stephens, CRM, 512 940-3090 or [email protected].
Websites:
http://www.drj.com/
https://www.tsl.texas.gov/
http://www.feith.com/rm-u-live/
http://www.aiim.org
You Tube Channels:
ARMA International
US National Archives
Iron Mountain
AIIM
TAB Records Management
Need some educational ideas?
11
Austin ARMA Website Help
We are trying to
build our website. If you have
suggestions for content or
comments to share please email
our webmaster, Kimberly DeCola.
Austin-ARMA has arrived on
Facebook! Check us out and like your Chapter’s
page while you’re there! You can also
find us on LinkedIn!
12
Legislation (HR-745) has been reintroduced in the House to strengthen records-keeping requirements for federal agencies, including specifying that they would have to capture, retain and make searchable any electronic messages that qualify as federal rec-ords.
Also, the bill would modify the categories of record removal or destruction that obligate federal agency heads to notify the National Archives and Records Ad-ministration and initiate actions to recover removed records through the Department of Justice. Agencies also would have to notify NARA of concealments or falsifications of records, and publish a general descrip-tion of records at risk of loss or that have been lost.
Further, the bill creates a process for the suspension and removal of federal employees if an agency inspec-tor general determines that they have “willfully and unlawfully concealed, removed, mutilated, obliterat-ed, falsified, or destroyed any record, proceeding, or other thing in their custody” or have violated prohibi-tions against creating or sending records using non-official electronic messaging accounts.
In addition, agencies would have to designate a senior records management official responsible to ensure compliance with records management requirements, and the GAO and agency IGs would have to regularly monitor agency compliance, among other require-ments.
Bill Reintroduced on Duty to Keep Records Published: February 8, 2017
More in: Federal Manager's Daily Report
North Mankato has released their 2016 crime report.
Officials from the police department present the re-port to the North Mankato city council tomorrow, and while little has changed between 2015 and 2016, there is one number that stands out. North Mankato's suburban nature lends itself to low crime rates in all categories.
The city saw just three juvenile alcohol offenses, just 23 burglaries, and only 25 assaults. All numbers in keeping with year to year trends.
Except for traffic complaints.
In 2015, they had 158. In 2016... 1,580, exactly ten times as many.
The multiple is just coincidence, but the increase - that had something to do with changes.
"We changed about a year and half ago to a new rec-ords management system. Along with that change came a delay in the tally of our traffic stops. It's now traffic stops in general and the complaints that we get all build up into one," North Mankato Police Depart-ment's Lt. Shawn Morgan said. That new reporting system will temporarily show a huge gain, and it can be seen in their neighborhood support statistics as well.
The city will be able to evaluate just how much work is being done by police now that the numbers are being counted all together. "We're accounting for everything all lumped up into one. We don't know if we ever tracked traffic stops - those would just go by the wayside. Same with the warnings," Lt. Morgan said. Click HERE for the article
North Mankato Releases Crime Statistics By Ryan Gustafson, News Reporter , KEYC
13
Chapter Awards
Chapter of the Year – 2007, 2009, 2010, 2012, 2015, 2016
Honorable Mention - 2008, 2011, 2014
Chapter Membership Recruitment - 2014, 2015
Chapter Participation Award - 2014, 2016
Chapter Website of the Year - 2011, 2013
Chapter Newsletter of the Year - 2015, 2016
Honorable Mention -2011
14
WESTON — Lewis County officials are continuing to scan and index county records of all types for preserva-tion and ease of use by the public.
Lewis County Clerk Cindy Rowan said all current rec-ords from her office are indexed and visible online.
“Those from July 1, 2011 to present are available. Items before that are scanned in [and] are currently being back-indexed and placed online,” Rowan said.
Lewis Circuit Clerk Beth Burkhart said they have scanned records from her office back to 2013 at this point.
“My goal is to continue to work to get up to current, then work backwards. It is the best way to preserve the records and make them available to the public when law permits,” Burkhart said. “Public records from this office are governed by the Supreme Court.”
Although some civil, criminal and other records are scanned, they are not currently available online.
“It is an ongoing process. We are not ready to go online. We have been working with the state on several software options. I hope it gets streamlined,” she said.
The county has recently exhausted a $15,000 grant re-ceived this fiscal year that was utilized for manpower to do the scanning and indexing.
A Records Management and Preservation Grant of $10,000 was recently approved for fiscal year 2017, which begins July 1, to continue the project. The two offices will split the grant funds.
Burkhart will hire a part-time person to scan documents during regular business hours, as was done in the past.
Rowan utilizes current employees evenings and week-ends to scan and index additional documents after nor-mal business hours.
The county has a monumental task in preserving and making the records available to the public, some of which go back to the early 1800s.
Those who wish to print the county clerk records for personal or business use must have a code with the clerk’s office.
“Once they locate what they need copies of, they can email or call our office to order them,” Rowan said. “It made it so much easier to browse the system to look for family history, deeds, deeds of trust or marriage and birth records.”
The cost is set by state code at $1.50 for the first two pages and $1 for each additional page, she said.
All 2,000 county clerk books were scanned a few years ago and are online to current for viewing, she said. There are a few things that are not accessible to the public.
“The records are listed in red or back. Red ones are non-verified and for black listings, all information has been double-checked for accuracy. We try very hard to make sure the information is correct,” Rowan said.
Preserving county records has been a priority for the West Virginia Records Management and Preservation Board, she said.
“With the oil and gas industry coming back, this is so much more cost effective for the county and the cus-tomer as well,” Rowan said. “It saves time and wear and tear on the books.”
Click HERE for the article.
Lewis County Continues to Preserve County Records
with State Aid By: Darlene J. Swiger, Staff Writer, The Exponent Telegram
15
2015-2017 Austin ARMA Board of Directors
Position Name
President William Basinger
President Elect Gina Cervantes
Secretary Gina Cervantes
Treasurer Debra Korty
Programs Co-Chair Mary Castillo
Programs Co-Chair Robert Haynes
Membership Co-Chair Michelle Stafford
Membership Co-Chair Azure Brown
Seminar Co-Chair Steven Williams
Seminar Co-Chair Chris Barden
Publicity Chair Gina Cervantes
Newsletter Editor Kimberly DeCola
Webmaster Co Chair Kimberly DeCola
Webmaster Co Chair NA
ICRM Liaison Andrea Gilbert Eggert
Education Chair Vickie Stephens
Sponsor Liaison Martha Whitted
Historian Debra Korty
Immediate Past President NA*
*Margaret Hermesmeyer is the immediate past president. However, due to obligations with the
ARMA International Board of Directors, she may not serve on the local chapter board between 7/2015
and 7/2018.
16
17
Austin ARMA survey
This month’s survey will focus on other types of swag you would like to see offered in the chapter store. Get creative with your suggestions!
The deadline for this survey will be March 24, 2017
Click HERE to complete the survey If link does not work, copy and paste this URL into your browser
https://www.surveymonkey.com/r/56J8NF9
If you have a question you would like to poll the membership with, Please submit it to Kimberly DeCola.
Don’t forget to visit the store for you’re
Austin ARMA branded merchandise.
CLICK HERE
18
The CRM Corner
If you're interested in joining the study group as a participant or as a leader, contact Andrea
Gilbert Eggert at [email protected].
Did you know? The Austin ARMA chapter has over 30 CRMs!
Check back on the website often for news of our news and details about the Chapter’s new
reimbursement plan.
Be sure to check the ARMA International Education Foundation for other scholarship programs.
If you need help with resources for continuing education, please contact us or check out the
vast library of classes on ARMA International.
Upcoming ICRM examination schedule
Spring 2017
Exam Dates: May 1-12, 2017
Registration: February 24-April 27, 2017
Summer 2017
Exam Dates: August 7-18, 2017
Registration: May 19-August 3, 2017
Fall 2017
Exam Dates: November 6-17. 2017
Registration: August 25-November 2, 2017
Visit www.icrm.org for more information
21
Content notice & disclaimer
All content and materials herein, including but not limited to articles, critiques, summaries, and other types of materials; to include any reproductions, to the extent such reproductions exist in this newsletter, are done so with the express permission from the publisher and/or copyright holder. Any images, cartoons, or photographs appearing herein have been licensed from the copyright holder through purchase or creative commons license, are royalty free stock images, have been expressly permitted for use, and/or are the property of Austin ARMA. If you believe any content or material herein has been used without proper permission, or for further information regarding permissions for use, you should contact Austin ARMA.
Attributions
Cover photo: Wells Fargo Building by Gary J. Wood (creativecommons.org/licenses/by-sa/2.0/legalcode).
2017 Austin ARMA chapter participation prizes
Monthly Chapter Meeting Attendance Prize
A monthly drawing from the active Chapter membership will be held at each meeting. A cash prize of $25
will be awarded to the member whose name is drawn, provided the member is in attendance. If the
member is not present at the meeting, the cash prize will be donated to the Goodwill Facility.
Attendance and Participation Prizes
Active members will receive points or credits for Chapter involvement throughout the year. Each point
earned will result in the member’s name being placed in the attendance box for these prizes, which will
be drawn in February and June. Members will be responsible for reporting their presentations, Goodwill
donations and guests at the time of the event.
Points are earned for the following activities:
Presenting at any ARMA Chapter meeting within the Southwest Region 5 points
Submitting survey or information forms to provide information for Chapter of
the Year Submission
4 points
Volunteering in a sponsored Chapter event (Spring Seminar, Shred-day shift,
Chapter Committee, CRM Mentorship, etc.)
3 points
Submitting an article for publication in the Chapter newsletter 3 points
Attendance at a monthly meeting or CRM Study Group 1 point
Each guest you bring to the meeting 1 point
Each item donated to the Blue Santa drive during the December meeting 1 point
Mentoring or Mentee for Part 6 of the CRM Exam Mentorship Program 1 point
22
23
Chapter CRMs Janis Adams
Consulting
Douglas Allen
Local Government
Christopher Barden
Utilities
William Basinger
Banking
Carol Brock
Federal Government
Martin Brown
State Government
Susan Cisco
Consulting
Katherine Cranford
Local Government
Kimberly DeCola
Local Government
Peggy Fischer
State Government
Mariel Fox
Service
John Frost
Other
Andrea Gilbert
Legal
Jannette Goodall
Local Government
Robert Guz
Local Government
Susan Hassett
Manufacturing
Margaret Hermes-
meyer
State Government
Chris Hormell
Banking
Tad Howington
Craig Kelso
State Government
Debra Korty
Local Government
Tammy Russo
High Technology
Jimmie Savage
State Government
Kim Scofield
Consulting
J’nise Smith
Other
Kay Steed
State Government
Eric Stene
Local Government
Vickie Stephens
State Government
Kevin Waldrup
Local Government
Alexander Webb
Local Government
Ryan Zilm
Energy
What a knowledge base!
If you have questions, want to
learn something new, or just
want to network, please reach
out and make new friends!
Susan Cisco
Consulting
Tad Howington
Oil and Gas
John Frost
Other
Chapter Fellows
24
Newsletter Have something to say about records and information management (factual or editorial)? Submit your original content to our newsletter editor for inclusion in an upcoming issue of For The Record! Look for the survey in each issue of For The Record and participate. Speakers Know someone knowledgeable in RIM or IG? Please let Mary Castillo or Robert Haynes know so we can broaden our knowledge through unique perspectives and emerging trends. Food Have a food connection? Restaurants may get advertising in For The Record and our website! Please let Mary Castillo or Robert Haynes know about your food connections. Volunteer Whether it be at a Shred Day or something else, we are always happy to have people volunteer their time! If you are interested, please let William Basinger know.
For The Record Issue 18 Volume 46 Date 02.2017
Orlando, FL
E-
Washington, DC
Orland, FL
Chicago, IL
Boise, ID
25
1) Do you like sports?
Yes, I’m passionate about soccer and have been since 1966. I do play golf. I enjoy watching most any sport the quirkier the better.
2) Cooking or baking?
Both. I’ve worked as a cook and enjoy baking things for my staff and family, especially a pecan pie recipe from the 19th century.
3) Do you collect anything?
Books, Militaria (antiques, art, propaganda), native American arti-facts especially Plains Indian, did I mention books? Texas Centenni-al items and 19th century Texas photographs.
4) Did you go to college and what was your major?
Yes I graduated from Vanderbilt University with a BA in History, but also did pre-med work. I also have a MA in History and Archives Administration from UT Arlington
5) Do you have brothers and sisters?
Three brothers and one sister. I’m the oldest.
6) How did you get started in Records Management?
I started as a photo-archivist for the Dallas Public Library and after 4 years there I was hired as a records coordinator for a major oil and gas company in Dallas.
7) What type of music do you like?
I like all types of music, western swing, big band, jazz (Django Rhinehart, Dave Brubeck), Honky-Tonk, R&B, Zydeco you name it I love it. Currently I have about 72 Gb of digital music and I keep add-ing to it.
8) What is your favorite state to visit?
Louisiana and then Virginia.
9) Have you ever been to another country?
Yes, Britain, France, Belgium, Germany, Austria, Slovakia, Switzer-land, Mexico, Saudi Arabia and Canada. I would like to go to Hong Kong and Australia.
10) How long have you been a member of ARMA?
I joined ARMA around 1984.
11) Are you an adventurer?
Depends upon your definition of adventurer. I do like to explore new things and places.
12) Are you a movie fan?
Yes.
13) Have you ever done anything that terrified you?
Not that I can remember.
14) Are you afraid of anything?
Heights but not in an airplane. Looking down from a tall building gives me the collywobbles.
15) Do you have a dream car?
Yes several. Land Rover County Defender, Jaguar E-type roadster, Mercedes Gullwing, VW Bus Truck (DOKA), BMW Z-4M (currently own).
16) Where were you born?
Dallas Texas
17) Do you like to read?
Yes, it is an affliction. I will even read the backs of cereal boxes. My library consists of over 1500 books, and growing.
18) What do you do for fun when you aren’t working?
Play golf, ride my bicycle, cook/bake, read, work in my yard.
19) Do you have any pets?
Not currently.
20) What is one thing people would be surprised to know about you?
I love to photograph wildlife and airplanes.