Overview of Session and Introduction of AS Charlie Johnson: Terry Nicolosi, Director, ORM, OCIO 1:30-1:40 pm Welcome and Acknowledgements Charlie Johnson, ASRT 1:40-1:45 pm Records Management Current and Future Program Larry Gray, HHS Dept Records Ofcr 1:45-1:55 pm Best Practice: CMS Mailbox Management Tips/BPM Vickie Robey, CMS Records Ofcr 1:55-2:05 pm Introduction of OMB Chief Architect John Teeter, HHS Deputy CIO 2:05-2:10 pm OMB: EA and Records Management Kshemendra Paul, OMB Chief Arch 2:10-2:25pm NARA: Embedding RM into Agency Business Practice Laurence Brewer 2:25-2:45 pm HHS Chief Architect for Records Management Mary Forbes 2:45-2:55 pm Close with Next Steps Terry Nicolosi 2:55-3:00 pm
Wednesday, October 22, 2008
Records Management Integrated Project Team Kick-Off Session
Terry Nicolosi, Director, OCIO Office of Resources Mgmt
Welcome and Acknowledgements
Charlie Johnson, Assistant Secretary for Resources and Technology
Records Management Program Status and Future
Co-Leads: Integrated Project Team (IPT)
Larry Gray, HHS Departmental Records Officer
Vickie Robey, CMS Records Officer
OMB Chief Architect on Enterprise Architecture and Records Management
Introduction by HHS Deputy CIO John Teeter
Kshemendra N. Paul, OMB Chief Architect
Embedding Records Management into Agency Business Processes
Laurence Brewer, CRM; NARA Director of Lifecycle Management
Records Management (RM) Enterprise Architecture (EA)
Quarterly Goals and Objectives
Mary Forbes, Lead Enterprise Architect
Terry Nicolosi, Director of ORM
Vision : HHS will facilitate the quality, coordination and effectiveness of building a Department-wide electronic records management system; Goals : D efine and implement simplified standard processes and standard data definitions for records management; protect the confidentiality and integrity of HHS records while providing appropriate access and availability of these records; Standardize and improve the efficiency of the collection of HHS records, reduce the financial burden storage of HHS resources across the department. Objectives : Meet the NARA Bulletin 2006-02 (government-wide deadline of September 30, 2009) for agencies to identify and schedule all existing records; Meet the EA RM IPT Quarterly milestones for FY 2009.
Vision, Goals and Objectives
Assistant Secretary for Resources and Technology Charlie Johnson
Welcome and Acknowledgements
Larry Gray, Departmental Records Officer What are we doing?
Current and Future of HHS RM Program
The Department RM Program has taken the lead to standardize Record Keeping Policies, Practices, and Guidelines across the organization.
Created the HHS Records Management Council.
Revised RM Policies.
Documenting the Functions being performed.
Department Wide-Inventory conducted.
Cross walk mission statements and organization charts to a Records Schedule.
Records Officers as the subject matter experts in Records Management play an integral role in the successful transformation to a successful department wide records management program. The Partnership will allow the RM community to push forward with not only the normal end of year requirements but also meet the additional requirements for an Administration change.
Developing E-Recordkeeping Business Process Management (BPM)
Completed records management piece for a FOIA and Correspondence BPM
Submitted to NARA our electronic systems inventory.
HHS Deputy Chief Information Officer John Teeter
Introduction of OMB Chief Architect
OMB Chief Enterprise Architect Kshemendra N. Paul
Enterprise Architecture and Records Management
Embedding Records Management into Agency Business Processes Laurence Brewer, CRM Director, Lifecycle Management Division National Archives and Records Administration
Adapting to the current business environment requires IT & RM collaboration to ensure: A systematic approach to managing records Coordinated records, information, and knowledge management strategies Technology is utilized effectively RM requirements are addressed early in the life cycle
Agency records management procedures do not integrate people, policies, processes and technology well Agency enterprise architectures (EA) do not systemically address records management requirements Agency planning and execution of IT investments often overlooks the value of records management (RM) Systems are often funded, designed and implemented without adequate thought about how those records will be managed over their entire lifecycle
NARA Bulletin 2006-03 Availability of Federal Enterprise Architecture (FEA) RM Profile, released December 23, 2005 http://www.archives.gov/records-mgmt/bulletins/2006/2006-03.html A framework for embedding records management into IT governance and development processes A resource to guide integrating records management seamlessly into agency business processes
Establish a common Government-wide framework for identifying records management requirements Identify records management issues and requirements and link them to their implementing technologies and business processes Build records management requirements into agency IT governance processes for enterprise architecture (e.g., CPIC, BPD, SDLC)