Guidance and Resources for Integrating Records Management into Electronic Information Systems
Business Process Design (BPD)
- NARA Bulletin
2006-02: NARA Guidance for Implementing Section 207(e) of the
E-Government Act of 2002; provides guidance to assist Federal agencies and
other users in meeting requirements for electronic records management.
- Benchmarking
Report on Business Process Analysis and Systems Design for Electronic Recordkeeping
describes six examples of exemplary practices that represent different ways
of ensuring that recordkeeping requirements are identified and met in new
information system design.
IT Capital Planning and Investment Control (CPIC) Review/Approval Process
- OMB
Circular A-11 requires agencies to establish performance goals
for IT and to link them to strategic plans; provides guidance on preparing
budget submissions and budget execution.
- Guidance for Coordinating
the Evaluation of Capital Planning and Investment Control (CPIC) Proposals
for ERM Applications provides a set of decision points to help
determine if office-specific ERM systems should be funded independently or
integrated with an agency's enterprise-wide ERM system.
Early Stages of System Development
- Electronic
Records Management Guidance on Methodology for Determining Agency-unique Requirements
provides a step-by-step approach to identify and define agency specific system
requirements as building blocks for ERM systems.
- Examples of System Functions
for Electronic Recordkeeping (ERK) or Electronic Records Management (ERM)
provides examples of detailed functionality that an ERK or ERM system should
perform in order to support basic records management.
Procurement
- Department of Energy
Acquisition Guide, Chapter 9
provides an approach for contracting officials and contractors to carry out
their records management responsibilities.
- Records Management
Department of Interior - Example Language for Addressing Records Management
Compliance in Contracts
provides an example of language used to address records management compliance
in contracts.
View the Records Management Handbook
- Records Management Handbook Home Page
- Federal requirements for including
records management in agency electronic information systems
- Records management language for contracts
- Guidance and resources for integrating records management into electronic information systems
- Toolkit for managing electronic records
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