1. 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 Road Arlington, VA 22207 703 328 3790 Fax: 703 534-4921 Hbrown@ceo-pe.com 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 Road Arlington, VA 22207 703 328 3790 Fax: 703 534-4921 Hbrown@ceo-pe.com  Scope (Triple “Constraint” ) Goals, Objectives, Deliverables, Timeline, Cost, Resources 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? 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? Headquartered in Washington, DC Metropolitan Area —with easy access to the Federal Work & Regulatory Environment.. YET READY to Meet Your On-Site Needs When & Where You Decide Competitive Edge Opportunities – Practical Expertise, LLC http://www.ceo-pe.com CEO-PE: 5006 North 25th Road Arlington, VA 22207 703 328 3790 Fax: 703 534-4921 Headquartered in Washington, DC Metropolitan Area —with easy access to the Federal Work & Regulatory Environment.. YET READY to Meet Your On-Site Needs When & Where You Decide Competitive Edge Opportunities – Practical Expertise, LLC http://www.ceo-pe.com CEO-PE: 5006 North 25th Road Arlington, VA 22207 703 328 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 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! 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!

2. 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! 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 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