Our Professional staff with years of expert knowledge in management & operations of Federal records & experience in Indian program records (P.L. 93-638) can work with you to apply a customized approach --

ON-SITE ASSISTANCE FOR ANY RECORDS SERVICES & NEEDS –

RECORDS POLICYS RECORDS CONTROL SCHEDULES (including Electronic Data & Records)

ESSENTIAL TRAINING –

http://www.ceo-pe.com

CEO-PE: 5006 North 25th RoadArlington, VA 22207

703 328 3790 Fax: 703 534-4921Hbrown@ceo-pe.com

Do You Know :What type of records are

maintained in your office?How to find essentional records

when needed? What is a record?What is a non-record?How long records should be

maintained?What constitutes a public record?When a record can be closed?When a file can be retired &

stored? What constitutes a historical

record?What is a vital record?

CEO-PE

Competitive Edge Opportunities – Practical Expertise

LLC

Headquartered in Washington, DC Metropolitan Area —with easy access to

the Federal Work & Regulatory Environment ..

YETREADY to Meet Your On-Site Needs

When & Where You Decide

Competitive Edge Opportunities –

Practical Expertise, LLChttp://www.ceo-pe.com CEO-PE: 5006 North 25th Road

Arlington, VA 22207703 328 3790 Fax: 703 534-4921

Our Philosophy:In today’s complex world, YOUR time and

resources are a priority

We want to provide you QUALITY Records & Information Management worthy of meeting your Tribal goals &

core business needs

Put us to work to help achieve your VISION -- We will help you build a

TRIBAL RECORDS INVENTORY & SCHEDULE to manage Permanent &

Temporary Records

… Effective Records Management & Protection so that you are not inundated &

are able to access what you need, when you need it!

Lost Files & Inability to Locate Records Hinders daily

Operations! We can help you develop a

Records Control Schedule to: PERSERVE, MANAGE & PROTECT

Your records and data

Viable Records Schedule Policies so you can have proper records management & control

Effective Record Categories we create with you create on proper use, retention, & disposition

Appropriate procedures for Tribal records life-cycles to be part of your daily course of business

Manage records as required by Federal regulation for P.L. 93-638 contracts & compacts; Trust Land records; & Privacy Act records

Let us help protect and preserve important Indian trust asset records

RECORDS MANAGEMENT SERVICES CUSTOMIZED & FOCUSED TO MEET TRIBAL RECORDS NEEDS!

Capabilities: WHAT WE DO -

• Determine the extent which existing files, paper or Electronic data in your offices are covered by an approved Records Control Schedule (RCS) & the General Records Schedule (GRS) and customize these models to your needs

• Review your current recordkeeping requirements to determine what is lacking and what suit your needs

• Examine pertinent documents & work with your staff to determine applicable laws and regulations, your Tribal program requires & develop your own RCS accordingly

• Model an RCS approach based on Federal requirements & best practices

• Customize your RCS based on your organization programs & functions, to improve your business needs

· Hands on coaching on how to organize, categorize, and maintain records

· Develop & implement Record Inventories, Record Retention Schedules, & Uniform Filing/Indexing Systems

· Electronic Records Management· Develop & help you implement

guidance and effective best practice procedures

· Train—All Areas of Records Management

· Develop a Vital Records Program for your organization

· Address Records Challenges for E-Mail and Correspondence Systems, Document Imaging Systems, Electronic Document Management Systems (EDMS), Electronic Records Management Systems (ERMS)

· Perform System Requirements Analyses and Cost-Benefit Analyses

SUFFERING FROM “INFORMATION OVERLOAD”?

As historical & daily business records grow … so does the

value of an effective Records Management Program

Let us help - integrate essential record keeping practices in your day-to-day operations & procedures! We work with you so that your records help – not hinder your essential daily operations. We can work with you to realistically assess your environment, develop processes & record schedules, AND train your information-handling workforce to effectively create, maintain, and properly dispose to help make it easy to access & find documents you NEED!

CUSTOMIZED TRAINING:

Records Schedules and Disposition & Management

Privacy Act USC 552a Requirements

File Plans, Legal Issues, Electronic Data

Records are created daily & are Everyone's Responsibility • Work with you to determine what is a

Permanent record & what is a Temporary record

• Establish retention periods, file cutoffs, & proper disposition policy for all your records.

• Provide easy-to-follow policy guidance for your organization to maintain your records

• Work with you to train & implement a records control schedule -- train staff for ongoing best practices for records management

• Establish procedures for annual reviews to follow up & update your RCS to cover new series and systems or revise dispositions of your ongoing series and systems as needed

Our Pros— Our Experts have 20+ years of Federal practical experience & knowledge; providing a full scope of records and information management services

http://www.ceo-pe.com