Tribal Records Management - Montana & Associates, LLC

Course Description

*A records management program assists Indian tribes formally declare both physical and electronic records and tags information as belonging to appropriate retention, security and historical knowledge categories. *The results of this effort allow tribes to determine which information needs to be kept and for what period of time, and which content needs to be marked for higher security management due to its value and risk.

Scheduled Seminars

There are no scheduled events for this seminar.

The importance of tribal records management cannot be understated. It is one of the most important issues now facing tribal entities, based upon the complex business and governmental services now confronting tribal governments. Without proper and efficient records management, tribes risk the waste of valuable financial resources.

Course Content

Records Management – 101
Business and legal reasons to implement a formal program
The Process of developing a program
Performing a baseline analysis of the current status
1. Existing policies & tribal laws;
2. Audit & inventory of current physical & electronic information;
3. Litigation preparedness, including response sufficiency;
4. Electronic content management capabilities.
Identifying gaps in the current status relative to best practices
1. Creation of records retention;
2. Creation of policy & procedures.
Applying the policies to both physical & electronic information
1. Methods of policy application;
2. Identification of information meeting purging;
3. Execution of destruction/purging.
Operational considerations
1. Facilities requirements;
2. Systems management & access requirements;
3. Scanning/capture requirements;
4. Electronic content management requirements.

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If you have questions or you wish to speak to an attorney about your situation, contact us today to schedule a consultation and learn more about how we can assist you.

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