Jerry Lucente-Kirkpatrick, Crm, Igp Email & Phone Number

Albany, New York, Us

As the newly appointed Regent of Marketing and Communications, I will expand my volunteer role to a Board of Regents position, building upon my work as the Lead of the Marketing Committee. I was appointed by the Board, and will face election in 2022. The Marketing Regent has oversight for marketing and Webmaster. He/she searches for advertising opportunities; supports the SAC relating to partner events through communication via social media; coordinates website updates with committee and Webmaster; works with committee to develop marketing opportunities and ensures that booths at events are manned and swag is available for handouts.

Albany, New York, Us

The ICRM Mentoring Committee is new, and is an expansion of our commitment to providing mentors to all candidates for Parts 1 - 6.

Albany, New York, Us

Institute of Certified Records Managers (ICRM) Mentoring Steering CommitteeI was selected to serve as a member of the Steering Mentoring Committee, through the Institute of Certified Records Managers. Our purpose is to establish the Policy, Procedures and steering documents for a new Mentoring Program for Parts 1-6. Currently, there is mentoring available only for Part 6.

New York, Ny, Us

The Records and Information Manager will drive the implementation of information governance byapplying industry-leading practices and methodologies that ensure consistent, accurate and accessiblecompany records and information management, across LISC departments and platforms. This role isfocused on optimizing our use of information platforms to meet LISC programmatic and operational goals. To achieve this mission, this role will create standard information governance, datacategorization, sharing practices and terminology to ensure that content is labeled, organized andstructured in an effective and sustainable way.This role is tasked with strengthening communication channels at LISC and to aid information exchange.As such, it will partner closely with the Chief Operating Officer and the department’s direct reports,including Internal Communications and Information Technology, to facilitate access to information.ESSENTIAL DUTIES AND RESPONSIBILITIES:• Develop/enhance, monitor and manage the organizations records and information by applyingindustry leading practices to ensure compliance and consistency across the enterprise• Maintain policies and procedures to ensure appropriate access and control, classification,retention, disposition• Work with staff to assess existing resources on LISC’s information sharing platforms to ensurecontent is up-to-date• Partner with all staff to identify barriers to accessing information or inconsistencies and applyindustry standards and best practices to information management, classification, datacategorization• Coordinate with IT to ensure information sharing channels, including LISC’s LMS, Jostle and BoxProduction, MS Teams/MS Viva are best serving staff needs• Provide direction across departments to determine whether additional technology solutions areneeded to advance program goals• Create and distribute guidance and best practices to standardize information sharing andmanagement across departments

Rockville, Md, Us

I am a Contractor working with the Food and Drug Administration (FDA) in the DC area (MD). I operate under Task Order 07, and I’m one of 4 SME III professionals, working with the FDA Non-District Offices to prepare for timely and proper compliance with the M-19-21 Directive to Transition of Electronic Records, stating all Federal records be created, retained, and managed in electronic format by December 21, 2022. M-19-21 directs agencies to close their agency-operated storage facilities for paper and analog records, and transfer paper holding to FRCs prior to the 2022 deadline. This project supports records management at ORA (Non-District) File Rooms. The retention of operational and administrative records is essential to the mission of FDA. To accomplish this goal, administrative services have been retained in the form of cleanup, maintenance, standardization, and other administrative support functions. Task 1 - Records Inventory: The Contractor shall determine the current inventory (including classifying and accounting for current records) of records on site within 60 calendar days of task order award.Task 2 - File Inventory: Once the inventory of File Room Records has been completed, the Contractor shall develop a File Plan that encompasses the records found in each ORA (Non-District) File Room location.Task 3 - Receiving, Processing, and Storage of Analog/Digital Records.Task 4 - Retrieving of Analog/Digital Records: The Contractor shall retrieve analog and/or digital records upon request by FDA staff. Task 5 - Record Retention Activities (Destruction/Shipment).

I am a Contractor working with the Food and Drug Administration (FDA) in the Seattle area, WA. I operate under Task Order 75, and I’m one of 12 SME II professionals, working with the FDA. • Determine the current inventory (including classifying and accounting for current records) of records on site.• Perform a records inventory (including classifying and accounting for current records) in accordance with National Archives and Records Administration (NARA) procedures and training.• Apply records inventory to digital records and analog records, since all FDA and NARA approved Record Schedules are media neutral.• Inventory must include a summary of analog Records, including: the volume of records currently filed, the volume of records held for filing, the types of records maintained, how the records are stored, and what systems are used to manage the inventory.• The inventory must include a summary of digital records maintained by the local District Office, including: the volume of records currently stored, the types of records maintained, how the records are stored, and what systems are used to manage the inventory. • Develop a file plan that addresses all records maintained in District Office File Rooms (including other on-site storage locations and digital storage locations).• Use NARA guidance of FDA Records to develop the File Plan.• Follow FDA record control/retention schedules, including those that are specific to ORA, to generate their File Plans.• Include all necessary categories such as: file code type, file code, record type, retention period, record owner, file location, temporary/ permanent status, NARA approved schedule, and analog / digital.• Follow metadata procedures for digital records to be established by FDA. • Use the district file plans to establish a National Standard File Plan for all ORA Field Offices. • Perform an annual review and update of their file plan each year for the life of the contract.

Hanover, Nh, Us

Work is underway on a Dartmouth Policy regarding an enterprise-wide process for Legal Holds. In the event of (i) a pending or suspected lawsuit, regulatory action, claim, government audit or investigation, or internal College audit or investigation, or (ii) in any other instance as directed by the Office of the General Counsel, scheduled destruction of relevant Records must immediately stop and all relevant Records must be preserved and safeguarded until the proceeding has been terminated.

Hanover, Nh, Us

I am responsible for maintaining and expanding Dartmouth’s comprehensive, campus-wide records and information management program for both physical and electronic records; and assuring cost-effective retention, accessibility and protection for all college records.• Manage Dartmouth’s compliance with the Board of Trustee’s Records Retention Policy, professional best practices, and all applicable local, state, and federal record-keeping requirements.• Provide compliance reports to College Risk Manager and stakeholders.• Review, recommend, and revise College business policies to achieve compliance with technology, legal, and Records Information Management (RIM) requirements.• Review RIM program effectiveness by setting benchmarks, evaluating program performance, and reallocating resources as needed.• Develop RIM policies and procedures by reviewing and analyzing recordkeeping methodologies and requirements consistent with industry best practices.• Develop and promote an education program for all levels of College employees on the requirements and importance of College Records and Information Management.• Establish RIM program methodologies for the management of information assets in electronic and digital formats.• Partner with Dartmouth’s Information, Technology and Consulting (ITC) Department to develop best practices and procedures related to managing electronic information repositories.• Oversee and effectively manage College Records Management, conducting a full range of supervisory activities including selection, training, evaluating, counseling, and disciplinary action.• Ensure that the disposition of records and information is in accordance with approved records retention schedules and policies, in collaborate with the College Archivist, Records Custodians, and the Records Management Policy Committee (RMPC), to identify records to be forwarded to the College Archives; and coordinate the destruction of confidential information campus-wide.

Hanover, Nh, Us

The Dartmouth College Records Management Policy Committee provides an institutional perspective to Dartmouth’s records infrastructure for both paper and digital records. The Committee ensures that the Colleges, as a whole, reviews and stands behind the records management decisions made within individual departments, and by the College Records Manager.The RMPC is charged with:• Providing institutional review and final approval of all retention periods and disposition methods for Dartmouth's records• Records Management policy and procedure reviews and approvals• Assists in assigning priorities for digital records projects• Monitors service standards and expectations• Keeps abreast of developments in the records management field (both among our peers and across industry)• Responds to other issues and concerns related to the Dartmouth records management environment as they ariseThe RMPC is composed of representatives from Dartmouth Advancement, Archives, Controller’s Office, Human Resources, Information Technology, Library, Office of General Counsel, Office of Sponsored Projects, Records Management, and Risk Management.

Hanover, Nh, Us

The ECM Team provides services in support of Dartmouth’s institutional content management, including OnBase and SharePoint. The ECM Work Group supports the ECM Team by meeting regularly to discuss potential new ECM business, progress on existing projects, participates in the File Plan process, and provides guidance on ECM at Dartmouth.

Hanover, Nh, Us

The Library Management Group advises the Library Administrative Group and fosters strong communication among the Library staff and with the Dartmouth communities. The Library Management Group develops recommendations about Library system-wide priorities, resources, allocations, policies and implementation issues, and coordinates resulting programs, services, and processes.

Hanover, Nh, Us

The Dartmouth Information Security Committee (DISC) is a senior-level governance board that works to ensure Dartmouth departments and IT organizations employ security technology and processes to further Dartmouth’s key strategies and goals. DISC will identify information security practices and relevant technologies that can be leveraged to protect Dartmouth’s critical information, in electronic and other forms. It will draft and maintain an information security policy that incorporates these best practices into Dartmouth’s current operating principles. DISC members will champion good information security practices and advocate compliance with Dartmouth’s information security policy.Goals*Lead the development, review, and implementation of relevant information security policy, guidelines, and standards that protect Dartmouth’s information assets and meet regulatory and business requirements, including protection of Personally Identifiable Information (PII), and Protected Health Information (PHI).*Work with Information, Technology & Consulting (ITC) and the Cyber Security Initiative (CSI) to identify institution-wide information security processes and technology that clearly align with Dartmouth’s goals. CSI is Dartmouth’s IT Security working group which collaborates to address technical security issues and engage undergraduate and graduate students for this purpose.*Develop a common set of strategies and metrics to be used campus-wide to mitigate risk and monitor their use.*Ensure information security projects and initiatives are aligned with Dartmouth goals.*Provide key leadership with input on information security threats, trends, and technologies and their potential applicability to Dartmouth.*Collaborate with the CSI to ensure the College IT infrastructure is secure.*Coordinate major IT security projects or changes with ITC leadership.*Provide guidance to Dartmouth senior management on issues related to data privacy & related statutory requirements.

Hanover, Nh, Us

This group meets quarterly to review and discuss continuing needs around the inclusion and sustainability of different document formats in the OnBase ECM system. During our quarterly meetings, we review draft and approved File Plans, examine the file types and formats, and compare them against retention periods for these records to see if there are any concerns around their format vs. their retention period, and discuss and support issues. We document any file formats that may be problematic, discuss options, and determine actions. Members of this Work Group include the College Archives, ECM Team, Library, Digital Preservation, and Records Management.

Hanover, Nh, Us

This establishes a policy concerning the privacy of Electronic Information and the circumstances under which User Created or Passively Gathered Electronic Information may be accessed, sequestered, or disclosed without User Consent. It also outlines authorizations and procedures to be followed when handling information without User Consent.

Hanover, Nh, Us

The goal of the community group is to engage members of the community across Dartmouth to help set the direction for the tools and services that we will make available within the Office 365 suite to members of the Dartmouth community. The O365 community group is part of the governance for the Microsoft suite of tools. In this group we will discuss things like whether to license Yammer or Power BI for the entire community.Members of this group will:• Bring ideas and needs around collaboration and desktop tools to the group for discussion; • Participate as a “first release” user in the O365 environment so they can provide early feedback on new UI or functionality as Microsoft rolls it into the environment; • Review, test and provide feedback on new technologies in the realm of desktop computing; • Consider information and recommendations from the O365 operations group; • Make recommendations for the direction of desktop computing and specific tools to deploy to O365 Executive group; • Communicate changes in the desktop computing environment to members of their department.

Hanover, Nh, Us

Leadership is about inspiring others to give their best, cultivating collaboration, and delivering results. Dartmouth LEADS is an investment in individuals who demonstrate a commitment to ongoing learning and professional development. The dynamic and engaging 9-month program is cohort-based, with space for 16-20 participants representing a unique cross-section of Dartmouth. Over the course of the program, participants will:• Create a personalized leadership development plan anchored in a 360-degree assessment of their unique strengths and growth areas.• Create an Action Learning Project that meets a departmental/divisional priority.• Strengthen communication and leadership skills.• Gain confidence to serve as a leader in their departments, teams, and divisions.• Create a collaborative cross-institutional learning community.

Hanover, Nh, Us

All Dartmouth departments were asked to create a Diversity Plan as part of the Inclusive Excellence program. Upon completion of the Plan by the Library Work Group, and approval by the Library Leadership Team, the Office of Institutional Diversity and Equity and the Provost Office completed the review and approval of all draft departmental plans. A few of the Library’s Diversity Plan target action items are well underway.

Hanover, Nh, Us

This Advisory Committee was established to help with the implementation and continued success of bringing SharePoint to Dartmouth, and to provide a governance structure for this important records and information sharing and storage tool.

Hanover, Nh, Us

The purpose of the “Store and Share” Project is to replace OurFiles with Office 365. Thanks to your input, the Lighthouse Engagement provided the information we needed to confirm that this plan will be a viable and beneficial solution for the Dartmouth user community.The purpose of the group is to provide feedback on project plans and approaches for the OurFiles transition, and to ensure that we understand the user community’s needs for information, training and support. The group’s input will be invaluable in helping us make this transition as smooth as possible for the user community.

During my time with the Arizona State Library, Archives and Public Records, I began my career as a Records Management Specialist and ended as the State Records Manager. During this time, and at the request of the Director, I served as the Preservation Imaging Manager (upon the retirement of the previous Manager), and the Interim Records Management Center Operations Manager.Summary of Job Duties: As the State Records Manager, I served as a subject matter expert on statutory and regulatory requirements, obligations, decisions, policies, practices, and precedents regarding our Agency’s area of technical and administrative direction. I operated in a similar SME role with other state and local agencies in all aspects of Records Management practices, technologies and compliance. I maintained effective liaison relationships with various individuals both inside and outside my agency, including other state and local agencies. In this liaison role, I provided training, consultations, guidance, solutions and assistance to all levels of government officials and employees of both State and Local governments, and in all areas of Records Management, to help them ensure compliance with Records Management / Public Records Request statutes, codes, regulations, etc. An important aspect of records management is the effective and efficient creation, capture, use, control and disposition of records. As such, I created / revised Retention Schedules (both General and Custom), and assisted public bodies with Imaging Requests covering both scanning and microfilming projects. This aspect of my work required me to research, analyze, develop, interpret, or apply appropriate records and information management retention procedures and guidelines. I was required to create written records management standards, guidelines, guidance, reports, trainings, pamphlets and other public statements and guidance for Arizona’s public bodies.

For ten months (from 07/2012 - 05/2013), I served as the Interim Records Management Center Operations Manager, and was responsible for managing the State Records Storage Center of the LAPR. I performed a broad range of managerial, supervisory, and liaison responsibilities in order for our Agency staff to provide assistance in accessioning, maintaining, storing, securing, retrieving and disposition of state and local agency records. I created procedures and processes for the intake, storage, security and disposition of all records stored with our Records Center, and adhered to HIPAA, FERPA, Department of Revenue and State information security and privacy requirements for state records.

In this role, I was responsible for managing the Preservation Imaging Program for the Arizona State Library, Archives and Public Records. I managed both microfilming projects for preservation and scanning / digitization projects for accessibility.

Us

In this position, I provided training, consultations and assistance to all levels of public bodies in areas of Records Management; helped them ensure compliance with Records Management/Public Records Request statutes, codes, regulations, etc.During this time, I created, revised and assisted public bodies with Retention Schedules (both Custom/General) and Imaging Requests (both scanning/microfilming)I also created RM guidelines, guidance, trainings, pamphlets and other public statements and guidance for Arizona’s public bodies.

Summary of Job Duties: As the County Records Manager, I served as a subject matter expert on statutory and regulatory requirements, obligations, decisions, policies, practices, and precedents regarding our County’s area of records management, and provided technical and administrative direction. I was required to create, implement and monitor compliance with Arizona statutes, policies and procedures regarding Records Management for all County Departments. I maintained an effective liaison relationship with all County Departments, and with all levels of officials, management and staff. In this liaison role, I provided training, consultations, guidance, solutions and assistance to County Department in all areas of Records Management, to help ensure compliance with Records Management / Public Records Request statutes, codes, regulations, etc. An important part of this liaison role required me to collaborate closely with all County Departments in consulting, creating and revising Retention Schedules and Imaging Requests. As the County Records Manager, I managed the County’s contract for records storage services. In this capacity, I performed a wide range of duties related to the retrieval and return of County records from the contracted records storage vendor’s facilities, which included conducting audits, and managing inventories of records. I was called upon to research, implement and adapt guidelines and processes for creating and maintaining record-keeping systems to meet established program requirements. I served as a member of the County’s On-Base Electronic Document Management System (EDMS) Implementation Committee. Accomplishments: As the County Records Manager, I served as the Point Of Contact for the DRAM Litigation, a statewide requirement for instituting a Records Legal Hold on all records related to the purchase and procurement of technology involving DRAM.

Duties, Accomplishments and Related

Duties, Accomplishments and Related Skills:I was employed by the University of Earth Sciences on two separate occasions: from 08/1988 – 08/1991, and again from 02/1998 – 9/1998. During my work as a Teacher at the University, I taught English as a Second Language, American History, Western Culture and Manners, and Western Literature to both undergraduate and postgraduate students. I also served as the liaison between the University Admin, the English Language Faculty, and the Foreign Teachers.One of my greatest accomplishments during my work with the University was being awarded the Model Teacher of the Year, in 1998. No other foreign teacher at the University had ever been awarded this distinction.

B.A., History / Sociology

Aa, Social Studies