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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

  1. Regular records management program audits, evaluations and frequent updating and validation of vital records inventory.
  2. Clear metrics and performance measures to validate records management effectiveness.
  3. Quick response and clear accountability for the Freedom of Information Act (FOIA) requests.
  4. Integrated internal controls to ensure the reliability, authenticity, integrity, usability and preservation of electronic records throughout their lifecycles.
  5. A clearly identified digitization strategy to convert permanent records created in hard copy or other analog formats to digital format.
  6. Integrated management of electronic records regardless of storage location (both on-premises and cloud).
  7. Automated systems for capturing, assigning necessary metadata and classifying electronic information as it is created or enters the organization.
  8. Incorporation of automated records management functionality into all electronic information systems.
  9. Documented and approved procedures to enable the migration of records and associated metadata to new storage media or formats as technology changes.
  10. Documented and approved policies and systems for eventual transfer of all electronic records to the National Archives and Records Administration (NARA).