Joe Settanni Email & Phone Number

Researched, investigated and analyzed records retention schedules and related matters for entire state covering about 2300 units of local government, including counties, cities, towns, public utility districts, and other entities, besides the state agencies; made reports and recommendations to supervisor. Utilized databases, including General Records Retention Schedule, to update and revise records schedules; evaluated records media issues inclusive of electronic records; attended conferences. Served on records committees; applied knowledge of rules, codes, laws, and regulations; attended records management training and education courses on risk management, compliance, e-records, litigation, and discovery; did technical writing and conducted research; archival and records appraisals.

Hired as records management contractor to handle Environmental Protection Agency (EPA) Contract for Region 8, Denver, CO records move to new building. As Task Order Manager, did records surveying work of offices for database project creation needed for computerization of both distributed and centralized records. Conducted meetings with records liaison staff; prepared reports and memorandums to EPA Task Order Project Officer and ASRC supervisor; did research. Earned EPA Confidential Business Information Certification, acquired security clearance, created support filing for project, and made determinations of ongoing priorities needed for task fulfillment. Regarding a software program¹s various fields and other such specifications, consulted with the database designer for electronic inventory form and reports generated.

Reported directly to the President/Chief Executive Officer (CEO), the Vice President (VP) Products and Services/Chief Technology Officer (CTO), and, also, to the Chief Finance Officer (CFO). Records management-related research done. on: Sarbanes-Oxley Act (SOX), US Patriot Act, DOD 5015.2-STD, NARA, HIPAA, ERISA ; input into progressive prototyping stages of ASeRT software product dealing with corporate compliance, litigation, due diligence, audit, investigation, and governance matters. Researched into legality questions involving PDF (Portable Document Format)-A (Archives) as permanent electronic record; and, inquired into possibility of software incorporating records retention information as gained by an outside records retention information company. Participated in revisions and refinements discussions and meetings with President/CEO, VP Products and Services/CTO, project staff Development computer engineers with an outside lawyer-consultant.

Made Records Management Program recommendations to United Jewish Communities of MetroWest (UJCMW), interacted with JHSMW and UJCMW Boards of Trustees and attended meetings; both authored and edited database for the JHSMW finding aid: Folio Version 4.2 Infobase software publication on Internet; supervised Assistant Archivist, interns and volunteer staff for research, projects, and reference services; conducted records media research; organized agency and office files systems; liaison with many public agencies and private institutions. Acted as database manager for finding aid and membership records; authored Records and Archives Management and Operations Manual; imaging/micrographics coordinator; developed budgets, program procedures and forms; provided liaison with computer consultants; handled interagency electronic media and intranet questions; served on Long-Range Planning Committee and History Book Committee; processed archives.

Ma, American History

university scholarship

Ba, History, Education

Activities and Societies: Student Teachers League; wrote articles for student publication, Chalk Dust.Phi Alpha Theta, Kappa Delta Phi.