UPDATE & REVELATIONS! Presented by: Nellie Phillips, Records - - PowerPoint PPT Presentation

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UPDATE & REVELATIONS! Presented by: Nellie Phillips, Records - - PowerPoint PPT Presentation

Nov 23, 2023 526 likes •653 views

BBNC RIM UPDATE & REVELATIONS! Presented by: Nellie Phillips, Records Supervisor Operating with Integrity BBNC RIM TEAM Nellie Phillips, Records Supervisor Lisa Andrus, Records Tech. II Rebecca Mujica-Matus, Records Tech. I

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BBNC RIM UPDATE & REVELATIONS!

Presented by: Nellie Phillips, Records Supervisor

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Operating with Integrity

  • Nellie Phillips, Records Supervisor
  • Lisa Andrus, Records Tech. II
  • Rebecca Mujica-Matus, Records Tech. I
  • Kimberly Schowen, Contracted Analyst for Inventory

BBNC RIM TEAM

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Operating with Integrity

Where we are today….and how we got here

FIRST- RIM UPDATE!

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Operating with Integrity

BBNC RIM – QUICK REFRESHER

  • Legal Dept. launched the RIM Initiative in 2012
  • Acumen Mentorship through October 2015
  • BBNC RIM In-house - October 2015
  • Continue inventory services for corporate and subsidiary offices
  • Records Accessioning Projects
  • Ongoing Records Search & Transfer Services
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Operating with Integrity

BBNC RIM – WHERE WE ARE TODAY

RIM – In-house October 2015 RIM Wellness Check – Completed in October 2017 Action Items –

  • RIM Committee – Conduct Meetings
  • Training – Data Owners, Record Coordinators
  • Retention Schedule Update– originally drafted in 2012
  • Redistribute to Data Owners/Managers for additional feedback
  • Launch Final Retention Schedule – January 2018
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Operating with Integrity

GOING FORWARD…

Where are we headed?

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Operating with Integrity

RIM OBJECTIVES – GOING FORWARD

Training and Awareness – Records Coordinators Identify Records Coordinator(s) for subsidiaries The Records Coordinators are the point person for records within each subsidiary. Record Coordinators will receive hands on training in records management.

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Operating with Integrity

RIM TRAINING TOPICS

  • Reporting and Collaboration with BBNC RIM
  • Records Retention Schedule (RRS)
  • Records Inventory
  • AK Based – FY18
  • L48 Based – FY19
  • Records Destructions
  • AK Based – FY18
  • L48 Based – FY19
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Operating with Integrity

RIM – LONG TERM GOALS

By FY20 – With RIM Supervisor approval – The records coordinator of each subsidiary will inventory the subsidiaries records Subsidiaries will be able to conduct records destructions according to the RRS.

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Operating with Integrity

BBNC RIM – IN CLOSING

With everything the RIM Department has accomplished so far, we could not have done it without feedback and input from YOU! There is always room for improvement! We cannot do this on our own! Your participation is CRITICAL to the successful management of records and information at corporate and subsidiary offices. Please reach out to RIM! RIM@BBNC.NET

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Nellie Phillips

nphillips@bbnc.net BBNC Records Supervisor