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How Does the Estimator Determine Your Score?
The Records Modernization Estimator uses a five-point scale and four different performance rating categories to determine your overall ability to address 10 core competencies for records management modernization.
Five-Point Scale
| 1 = | not started/not a priority |
| 2 = | exploring our options |
| 3 = | pilot projects in place |
| 4 = | small-scale implementations in selected areas |
| 5 = | fully implemented and operational across the organization |
Four Performance Rating Categories
| 0-25 | Not on Target Your performance is far below target and fails to meet the minimum requirements. |
| 26-35 | Below Target Your performance is slightly below target and fails to meet the minimum requirements. |
| 36-45 | On Target Your performance meets the minimum requirements. |
| 46-50 | Above Target Your performance exceeds the minimum requirements. |
Ten Core Competencies for Records Management Modernization
- Regular records management program audits, evaluations and frequent updating and validation of vital records inventory.
- Clear metrics and performance measures to validate records management effectiveness.
- Quick response and clear accountability for the Freedom of Information Act (FOIA) requests.
- Integrated internal controls to ensure the reliability, authenticity, integrity, usability and preservation of electronic records throughout their lifecycles.
- A clearly identified digitization strategy to convert permanent records created in hard copy or other analog formats to digital format.
- Integrated management of electronic records regardless of storage location (both on-premises and cloud).
- Automated systems for capturing, assigning necessary metadata and classifying electronic information as it is created or enters the organization.
- Incorporation of automated records management functionality into all electronic information systems.
- Documented and approved procedures to enable the migration of records and associated metadata to new storage media or formats as technology changes.
- Documented and approved policies and systems for eventual transfer of all electronic records to the National Archives and Records Administration (NARA).
