1. Public Records Earl C. Rich, CRM

2. We’re Gonna Talk About: Definition of a public record State policy on public access Management of public records Managing electronic information Records management challenges Wrap-up Q&A

3. Defining “Public Records”

4. Statutory Definition “Public records” means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business by any agency. F.S. § 119.011(12)

5. Florida Supreme Court Interpretation “…all materials made or received by an agency in connection with official business which are used to perpetuate, communicate, or formalize knowledge. All such materials, regardless of whether they are in final form, are open for public inspection unless the Legislature has exempted them from disclosure.” Shevin v. Byron, Harless, Schaffer, Reid and Associates, Inc., 379 So. 2d 633 (Fla. 1980)

6. State Policy on Public Access

7. General State Policy “It is the policy of this state that all state, county, and municipal records are open for personal inspection and copying by any person. Providing access to public records is a duty of each agency.” F.S. § 119.01(1)

8. Public Records Requests Do: Be transparent Stay within the law Follow a defined fee schedule Don’t: Arbitrarily delay or postpone “Lead” the requester to data Ask: “Who?” or “Why?”

9. Personally Identifiable Information (PII) Security Information (cyber and physical) Medical Information (HIPAA) Agency Investigations (criminal or internal) Proprietary Business Information Information on Government Facilities F.S. § 119.01(1) Statutory Exemptions

10. Records and Information Management

11. Minimum Requirements 1.Designate a Records Management Liaison Officer 2.Establish and maintain an active RIM program F.S. § 257.36(5)

12. Records Management Principles Accountability Availability Compliance Disposition Integrity Protection Retention Transparency

13. Mission of Records Management Asset or Liability

14. Managing Electronic Records

15. Need I Say More…?

16. Electronic Correspondence “Retention periods are determined by the content, nature, and purpose of records, and are set based on their legal, fiscal, administrative, and historical values, regardless of the format in which they reside or the method by which they are transmitted.” Excerpt from: GS1-SL “Electronic Communications”

17. E-mail Management The content & size of e-mails can vary vastly, but they can all be grouped into one of the following buckets: – Transitory – Project Specific – General Correspondence

18. Social Media Facebook Twitter Myspace YouTube Wikis Blogs

19. RIM Challenges

20. Employee Challenges Antiquated legal opinions Packrats “CYA” Security Blanket Syndrome

21. Legacy Data Outdated file types (Lotus 123, etc…) Non-supported storage mechanisms (floppy drives, aperture cards, “onion skin” paper, etc…)

22. Wrap-up

23. Where do I begin? Lao-tzu

24. Suggestions Incorporate stakeholders throughout the organization Don’t make it more complicated than it already is Engage a professional records manager Develop a good rapport with IT Facilitate employee training

25. Questions ?

26. Thank you! Earl C. Rich, CRM