ARMA NCR (Ottawa) Chapter presents: Achieving Records and Information Management Program Performance

Library and Archives Canada recognized the need to raise the collective challenges of recordkeeping across government to the executive level following the Auditor General’s Report of 2003 which identified shortcomings in government's records disposition program. Recordkeeping is about establishing ways and means for organizations to effectively capitalize on information as a key business assets in support of decision-making, and to document business activity to satisfy stewardship, accountability and legal requirements: this presentation is about the means and measures to implement, facilitate and promote effective recordkeeping in the Government of Canada.

Everything that the Government of Canada does is dependant on our capacity to manage information effectively. Information is our primary business asset, and our capacity to manage it is the means to improve program delivery, transparency, and decision-making. Treasury Board of Canada Secretariat is striving for a fully implemented set of policy instruments supporting information management outcomes, defined accountabilities, and enterprise information management governance that supports the GC IM Strategy.

Genevieve Allard
Director
Government Records Branch
Library and Archives Canada

Geneviève Allard has been working at Library and Archives Canada since 1999, first as an archivist and then as a manager and director in the Web Content and Service area, where she developed knowledge and expertise in the digitization of archival content and the use of the web in the context of programs and exhibitions. She is presently the Director of Archival Operations in the Government Records Branch. As such, she is responsible for managing the records disposition process for governmental records of long term value and has been involved in the development of the Recordkeeping Directive. Geneviève Allard holds a master's degree in history from Laval University.

Kim Steele is currently the Manager of the Information Management Policy and Compliance Unit for the Chief Information Officers Branch of the Treasury Board of Canada Secretariat (TBS). As the Manger she is responsible for implementing the Policy on Information Management and supporting instruments. She is also responsible for developing policy compliance, monitoring, auditing and evaluation, and participates in development and implementation the GC IM Strategy.

Kim has several years of experience leading and supporting the development and promotion of government e-services programs.

She holds a Master's Degree of Library and Information Science and a Bachelor Arts (Honours) degree in English Literature, both from the University of Western Ontario.

Performance measures give us insight into a number of things including:

• How well are we doing?
• Are we meeting our goals?
• Are our customers satisfied?
• If and where improvements are necessary?

Records and Information Management (RIM) functions are service based activities for which there are no "magic bullets" for RIM metrics. Sound thinking and informed decision making are always necessary for developing effective performance measurement processes.

In this interactive session, Bob Provick and attendees will explore the fundamentals of performance measurement including metrics and relate those to RIM. We will look at the drivers, outcomes, work processes and key results for defining RIM metrics and the rationale for focusing on "What Should Be Measured" and not "What Can Be Measured".

Finally, we will use the Information Management Capacity Check (IMCC) construct to examine the records and information life-cycle and how the tool can be used formally and informally to measure organizational progress.

Bob Provick
President
INFORAP IM Consulting Services

Bob Provick is the President of INFORAP IM Consulting Services which focuses on Strategic, Tactical and Practical Information Management. During his 35 year career in the Canadian Public Service he was one of the leaders in introducing and applying the concepts of Data Resource Management, Information Resource Management and Information Management in the Government of Canada (GC). While at Library and Archives Canada, he provided informed advice and guidance to hundreds of GC client departments and agencies and national and international clients on all aspects of Information Management policies, standards, practices, systems and methods.

From 2002 to 2006, as Manager of IM Capacity, Performance and Outreach Team he participated in the development and testing of the innovative and highly successful Information Management Capacity Check (IMCC) developed by Library and Archives Canada and facilitated the use of the IMCC in over 30 GC departments and agencies by providing support services and/or participating in departmental projects.

Government 2.0 is expected to deliver faster services while being simpler to use, more secure and more cost-effective. Web 2.0 has been defined as an "architecture of participation" where the more people who use it the better it gets from the content it manages to the services it supports. There are many technology pieces that make up the Web 2.0 world and focus on the social networking aspects that deliver a reader to author ratio of 1 to 1. Things like forums, blogging, instant messaging, net meeting, RSS and wikis. These technologies are part of Web 2.0 and service organizations like yours are starting to understand and find ways to incorporate them so they can benefit from delivering Government 2.0. In order to plan for improved IM program performance, IM Managers and personnel must increasingly anticipate that information will be created and used not only in digital form, but in a dynamic digital form that bears no resemblance to the traditional paper record. If you've had trouble dealing with information objects such as email message, which can be readily compared to paper documents, then hold on, because Web 2.0 technologies have and will continue to introduce record types that bear no resemblance at all to traditional documents - and you will be responsible for them. This presentation will focus on the capabilities that the next generation of web applications will offer to information workers in your organization and then spend some time addressing the associated IM planning challenges that you, as an IM worker, must address with foresight, leadership and technological insight. In this session we will look at the Web 2.0 technologies and talk about the impact they will have on your ability to stay transparent, secure, and compliant while you deliver better services to the Canadian Public.

Brian MacLeod
Chief IM Architect
Canadian Public Sector
Open Text Corporation

Brian MacLeod is the Chief Architect for Information Management with the Canadian Public Sector Group of Open Text Corporation. Previously, he was co-founder and former Chief Technology Officer of PSSoftware, the creator of iRIMS (re-branded Livelink ECM – Record Server). Following Open Text's 1999 acquisition of PSSoftware, Brian took on the role of Chief Architect for the Records Management Group before taking a sabbatical in 2002 to care for his two boys. He returned to Open Text in October 2007, focusing on the Canadian Public Sector. He has over 20 years experience in architecting information management solutions for both the private and public sectors. Brian's architected solutions focus on promoting team collaboration, sharing trusted information, removing silos, improving productivity through socializing the information and reducing operational risk.

Part of the establishment of a recordkeeping regime is the recognition of the different issues related to paper and electronic information, and within the subset of digital information the particular place of email. This presentation will discuss the approach and outcomes used during the development of Email Management Guidelines for the Government of Canada and the process followed to ensure their utility and potential adoption.

Cara Downey
Manager
Library and Archives Canada

Cara Downey has been with Library and Archives Canada since 1999. In that time, she has served in various positions including government records archivist, electronic records officer for the Government Records Division and, most recently, as the manager of Tools and Outreach in Recordkeeping Innovations Division. Ms. Downey has a Master's of History from the University of Toronto.

In most organizations, even today, structured data residing in enterprise database systems is managed by business specialists and IT staff using procedures that were not designed, nor even influenced, by a RIM specialist. In part, this is because business and IT specialists do not know that structured data should and can be treated as official records, and because RIM specialists simply have not known how to adapt conventional procedures to the structured data environment. Based on work conducted for the Government of Canada, this session is intended to provide business managers, IT staff and RIM professionals with a brief explanation of the problem itself, followed by an elaboration of a practical approach to collaboratively adapting RIM procedures for use in structured data environments.

Lindsay Fraser
IM Practice Lead
Systemscope

Lindsay Fraser is Practice Lead for IM at Systemscope. Ms. Fraser has been providing clients with e-enabled business and IM solutions since the birth of the Internet. Much of her work in recent years has been focused on strategic IM projects, including documentation of critical information organizing mechanisms for the Canadian federal government, development of departmental IM policies and instruments, articulation of departmental EDRMS business rules and requirements, records management renewal activities and more.

Scott Procter is an independent consultant with over 20 years experience in conceiving, planning, promoting and implementing RIM solutions. Mr. Procter practiced conventional engineering in the Canadian Navy, and then performed different analytical and managerial functions during the exciting but often unproductive software implementation frenzy of the mid-1990's. Today, his professional practice focuses on the determination of RIM-related business requirements, the design of procedures, business rules and other tools, and the implementation of EDRMS software.

Web2.0 is becoming top of mind for federal departments as they explore new collaborative ways of working, try to attract the 'net generation' of workers, capture corporate knowledge, and foster innovation across their organizations. What does this mean for information management? How does thee tools fit into a records management regime? What are the new opportunities and challenges. Peter will share NRCan's experiences and explore these themes in an interactive demonstration and discussion format. So bring your questions and ideas.

Peter Cowan
Director
Enterprise IM
Natural Resources Canada

Peter Cowan is Director of Enterprise Information Management at Natural Resources Canada (NRCan). He has been instrumental in implementing social and collaborative technologies in the department, the first of which was a wiki for use by all employees in October 2007. Peter continues to champion the use of social collaboration tools at NRCan as a way to change the culture of the department to a more open, collaborative and integrated knowledge organization. Peter has been involved in building websites and implementing information management solutions for the past 12 years. He played a key role in the launch of the Canada site - business component, he also lead the acquisition of the Government of Canada's portal, content management, and search solutions. Peter has a Bachelors degree in Philosophy and a Masters in Public Administration.

This session will address the published Guidelines for the handling of information and applying them to a destruction program. Many records managers and IT managers are not aware or don't know how to apply the Guidelines RCMP SEG, ITSG-06 or RCMP B2-001 to the material they have to dispose of.

We will examine the various Guidelines and give stakeholders some options on disposal of various types of media for either in-house destruction or by a service provider as well as the pro's and cons of either. We will also discuss recycling of the various types of media as well.

Monica Bach
President
MultiShred Inc.

Monica has been involved in the Destruction industry since 1984, predominately selling shredding equipment. Since forming Sound Business Products in 1996 this has evolved into the service area as well. MultiShred was opened in early 2004 to address the growing need to destroy IT media of any kind. MultiShred sells and services shredding equipment and provides destruction services for IT and paper destruction to various security levels.

The Risk-Based Approach (RBA) is an expedited method of disposition recommended by Library and Archives Canada (LAC) as a tool to tackle the problem of the unsustainable accumulation of paper records stored by federal institutions. Unmanaged legacy records are records that have never been classified, have little or no supporting documentation, are generally not covered by a valid Records Disposition Authority and are not currently being accessed by program staff or for ATIP requests. Essentially, these are records that have been "lost" to government and to Canadians. This presentation will present the results of the testing of the RBA methodology with partner institutions.

Judith Roberts-Moore
Manager
Government Records Branch
Library and Archives Canada

Judith Roberts-Moore has many years experience working as an archivist, senior project officer and manager at Library and Archives Canada. As an archivist she was responsible for government records in the administration of justice area including RCMP, CSIS and and the Custodian of Enemy Property. She was able to apply her disposition and appraisal knowledge as a senior project officer where she worked on the Multi-Institutional Disposition Authorities and the re-engineering of the disposition program. More recently as one of the managers in the Government Records Branch, she led the investigation into the condition of archival records in federal institutions, organized training sessions on the MIDAs for government institutions and was responsible for the project on the Risk-Based Approach to Unmanaged Legacy BusinessRecords, which is the topic of her presentation today.

Jean-Louis Parent has many years of experience in the Information Management discipline. He held the position of Chief, Records and Information Services, Veteran Affairs Canada in the Quebec Region before entering Library and Archives Canada in 2002. He occupied the position of Regional Manager, for two Regional Service Centres in Quebec and Montreal. In 2008, he joined Government Records Branch as a manager in the National Capital Region.

Information: the goal has always been to 'put' it where we can find it when we need it. Over the years we have proven, unequivocally, that this is easier said than done. Why do we have so much trouble with this seemingly simple concept? Why do we even bother?

In this session, we will:

• explore the good, the bad and the ugly of information classification; and,
• discuss some of the issues surrounding the design and implementation of classification schemes.

Charlie Jahn
Principal
CONDAR Consulting Inc.

Charlie Jahn is a Principal of CONDAR Consulting Inc. He has 30 years of management experience in general administration, telecommunications, facilities, human resources, and records and information management functions.

At CONDAR, where he has worked for the past ten years, Mr. Jahn is responsible for projects that cover the complete range of records and information management services. However, he specializes in three distinct business lines: RIM program development (which includes classification system development); audit and review services; and managing culture change.

Mr. Jahn is a former instructor in Algonquin College's Records Management certificate course. He has served on ARMA NCR's Board of Directors, the Records Management Institute's Executive and he is a past President of the RMI.

Industry analysts suggest that ECM implementations are often subject to cost overruns, weak at meeting user expectations, and even prone to possible failure. This session proposes that an organizational gap can exist between Information Technology and Records Management and that by closing this gap, ECM implementations will have a much greater chance of succeeding. In addition, criteria for measuring successful ECM implementation will be identified.

Stephen Donahoe
Executive Consultant
CGI

Stephen Donahoe has over 25 years Information Management (IM) experience with the public and private sectors. As an Executive Consultant with CGI Ottawa's IM Practice, he deals with end users, stakeholders and senior managers in order to determine IM business needs. He has developed a variety of strategies that enable organizations to develop effective IM stewardship, governance and compliance processes.

Stephen holds Bachelor of Arts and Education degrees from the University of Ottawa. Recently, he received certification as an Enterprise Content Management (ECM) Master from the Association for Information and Image Management (AIIM).

Presentation will look at a list of top 10s dealing with RDIMS implementations over the years in the federal government. This is a light presentation designed to not only identify common pitfalls but also laugh at our own mishaps and highlight best practices as an IM community. Come share your experiences or learn from others in the continued implementation of electronic document and management systems.

Alex Benay
Director
Information Management
Canadian International Development Agency

Alex Benay is the Director of Information Management with the Canadian International Development Agency (CIDA). In this position, he oversees IM policy and planning as well as the implementation of the agency's Content Management Strategy (CMS), which includes RDIMS and other components. Alex's previous positions include various IM management functions within CIDA. For example, as IM Manager for the Multilateral Programs Branch, he oversaw all branch IM issues, as well as leading all corporate reporting requirements concerning Canada's funding of multilateral institutions. Alex also held the position of IM Program Manager for the Energy Sector within Natural Resources Canada, and has been employed by the Department of Foreign Affairs and International Trade, Statistics Canada, and Library and Archives Canada.

How can I use SharePoint’s Records Management capabilities to manage my electronic records? Attend this comprehensive high-level overview to learn what you need to do, and how, to manage electronic records in SharePoint 2007. Understand SharePoint’s key recordkeeping concepts such as the Records Centre, Document Declaration, Auto-deletion, Content Types, Suspensions, and Records Expiration. See how to implement a retention schedule, declare documents against your file plan, manage electronic mail as records, apply legal holds/suspensions, and apply disposition to qualified records. Learn about the key features of MS Office 2007 that support recordkeeping. You’ll also hear a discussion of the optional US DoD 5015.2 compliance module – what it delivers, how to tell if you need it, and the implications of compliance.

Bruce Miller
President
RIMtech

Bruce Miller is President of RIMtech, a vendor-neutral e-records consulting services firm. Mr. Miller is widely regarded as the inventor of modern electronic recordkeeping software. He co-founded Provenance Systems in 1989, where he pioneered ForeMost, the world's first commercial electronic recordkeeping software, now owned by EMC/Documentum Corp. In 1997 he achieved the world’s first e-Records software certification against the US DoD 5015.2 standard, and has since presided over several successful 5015.2 certifications. He founded Tarian Software in 1999, where he developed the world's first e-Records software engine for business software. That year he received ARMA Canada's National Capital Region's Ted Ferrier Award of Excellence for his contribution to the field of records management. Tarian was the first e-Records technology in the world to be certified against the revised 5015.2 June 2002 standard. In November 2002 Tarian was acquired by IBM, where Mr. Miller served for three years as IBM's e-Records Strategy and Business Development Executive. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. He is currently authoring a book entitled "Implementing Electronic Recordkeeping Software – a Methodology for Success", scheduled for publication in 2007. Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen’s University.

In 2007, the Canadian Nuclear Safety Commission (CNSC) initiated a project to establish the criteria for an E-Records Framework, based on guidance available from Canadian and international standards, as well as the relevant Government of Canada legal and policy framework. This presentation will provide an overview of the project's objectives, scope, methodology, and findings, as well as lessons learned and current project status.

Alexandra Freeland
Director
Information Management Division
Canadian Nuclear Safety Commission

Alexandra Freeland is the Director of Information Management at the Canadian Nuclear Safety Commission. Alexandra has experience in a range of information management disciplines in various federal departments. She holds a Masters degree in Library and Information Science from the University of Western Ontario and a law degree from the University of Saskatchewan.

This session will cover what is included in the GoC RM Metadata Standard. The importance of how it should be applied with respect to it's components, the testing of it and the next steps. It will be an overview of the elements especially those identified as mandatory. What are some of the challenges faced? What are the next steps?

Rhonda Healey
Manager, Recordkeeping and Innovation
Information Management Strategies
Library and Archives Canada

Rhonda is a career public servant in the field of information management, recordkeeping and information. She has significant experience in all aspects of the field but in particular records management metadata. She has held various managerial leadership positions at Library and Archives Canada. She is a Certified Records Manager and Certified Instructor Facilitator.

Information management programs are fundamentally about establishing common, disciplined practices for managing information assets to support your business objectives in a cost effective manner and to manage business risk. Such practices have already been established for managing financial resources and human resources. However, for most organizations, the domain of information management remains ill-defined. Moreover common practices have not been established.

The Government of Ontario is developing its information management function to better serve Ontarians and to manage business risk. Mark will speak about how the information management function is being defined, what standards and practices are being developed, how these are being socialized with executive management, information practitioners, and line staff across ministries. He will outline Ontario’s multi-year strategy for successfully moving from today’s individualistic and ad hoc practices to more common practices and behavioural norms for managing information assets of government. Mark will also explore aspects of our current environment that are unsustainable what Ontario is doing to reshape the way we think about and support the needs of knowledge workers, the workplace of the future, and the business needs of the enterprise.

Mark Vale
Chief Information and Privacy Officer
Office of the Chief Information and Privacy Officer
Ministry of Government Servies

Dr. Mark Vale was appointed the Ontario government's first Chief Information and Privacy Officer in July 2006. He leads the development and implementation of information management strategies that support sound business practices, build capacity across the government, and make access to information and privacy fundamental business considerations. Before joining the Ontario Public Service, Mark was President of Information Management & Economics, Inc. working with governments and companies across Canada to help them become more efficient by effectively managing information and knowledge resources. Mark is an information economist and has more than 25 years experience in information policy, information strategy and planning, and implementing corporate information and knowledge management programs. He is one of North America's leaders in shaping the information and knowledge management disciplines and has taught at the University of Alberta, York University, Stanford University and California State University. Born in Toronto, Mark received his MA in economics from the University of California, Berkeley and his PhD from Stanford University.

Most IT Managers understand the pressing need to manage electronic records, but lack the understanding of the science and software technologies of recordkeeping to implement an actual real-world solution. Attend this session to understand the language, fundamental principles, and methods of modern recordkeeping, the principles and techniques of electronic recordkeeping, and learn about a new state-of-the-art roadmap for implementing electronic records software technology. This session is presented by Bruce Miller, widely considered the inventor of modern electronic recordkeeping technology. Based on 15 years of experience with e-records technology around the world, this session will help the IT Manager understand and confidently implement electronic recordkeeping solutions. During the session, participants will apply the concepts learned to a hypothetical 10,000 user project.

Participants will learn about a software modeling tool for use in managing electronic recordkeeping projects, along with a classroom-completed case study in a hypothetical 10,000 user implementation project.

Bruce Miller
President
RIMtech

Bruce Miller is President of RIMtech, a vendor-neutral e-records consulting services firm. Mr. Miller is widely regarded as the inventor of modern electronic recordkeeping software. He co-founded Provenance Systems in 1989, where he pioneered ForeMost, the world's first commercial electronic recordkeeping software, now owned by EMC/Documentum Corp. In 1997 he achieved the world’s first e-Records software certification against the US DoD 5015.2 standard, and has since presided over several successful 5015.2 certifications. He founded Tarian Software in 1999, where he developed the world's first e-Records software engine for business software. That year he received ARMA Canada's National Capital Region's Ted Ferrier Award of Excellence for his contribution to the field of records management. Tarian was the first e-Records technology in the world to be certified against the revised 5015.2 June 2002 standard. In November 2002 Tarian was acquired by IBM, where Mr. Miller served for three years as IBM's e-Records Strategy and Business Development Executive. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. He is currently authoring a book entitled "Implementing Electronic Recordkeeping Software – a Methodology for Success", scheduled for publication in 2007. Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen’s University.

Access to information and privacy (ATIP) is an ever changing landscape, especially in a federal context. There are new issues popping up that affect this world almost daily. New orders, legislation, never seen before requests, an ever-increasing focus on government transparency, obscure privacy breaches and illegal activities etc. all make the life of an ATIP professional very interesting to say the least. But what about an Information Management Practitioner? Currently you probably can't keep up...how can you, really? This workshop is geared towards identifying these current issues, measuring the impact on the IM community specifically, and then exploring methodologies, techniques and solutions to help cope with this ever-changing landscape.

Join Kris Klein to learn more about the latest developments in:

• Interpretations on what is and what is not personal information
• Interacting with the Privacy Commissioner's office - the latest on their powers and procedures
• Is there a hidden public interest override in the Access to Information Act?
• Privacy Impact Assessments (PIAs) - how to conduct one for your IM programs
• The issues that are most pressing to you...

You will also be given the opportunity to drive what issues this workshop explores. Upon registering you will be prompted to provide Kris with the issue(s) that are causing you the most grief or peak your interest the most. Kris will then ensure the most popular issues are identified, dissected, and hopefully clarified. Join your colleagues today in this highly informative and interactive workshop to ensure your landscape is easily traveled.

Kris Klein
President
The Law Office of Kris Klein

Kris Klein, a native of Ottawa, has more than a decade of experience in the federal regulatory arena, which he gained in both the public and private sectors in Canada. His is also one of the country’s leading experts on the application of the Access to Information Act, the Privacy Act, and the Personal Information Protection and Electronic Documents Act (PIPEDA).

Prior to starting his own law and consulting firm, Kris practiced law with McCarthy Tétrault, a preeminent, national firm delivering legal services in Canada and globally. He also has a significant amount of litigation experience, working for the Federal Department of Justice, and he has also provided strategic legal advice for the Privy Council Office.

More recently, Kris practiced exclusively in the area of privacy law for the Privacy Commissioner of Canada. In his capacity as litigation counsel, Kris advised the Commissioner and senior officials on legal, policy and strategic positions available in privacy matters, including the handling of high-profile and sensitive cases. In addition, he interacted, negotiated and settled complaints with private sector organizations facing complaints about privacy issues. Kris also represented the Commissioner and her office publicly, as a conference speaker, before Parliamentary committee and in interviews with the media.

Capturing evidence of business actions, of the decisions that led to those actions, and of the various inputs influencing the decision-making, is a major challenge facing today’s organizations. Legislation such as the Federal Accountability Act here in Canada and the Sarbanes-Oxley Act in the U.S. are symptomatic of societies that are becoming more and more intolerant of poor research and situational analysis/assessment, flawed decision-making and inappropriate action. Simultaneously, technology is providing an unprecedented potential for creating, gathering and keeping information, to the point of inundation.

In this environment of heightened sensitivity to accountability and information overload, an organization needs a full and accurate understanding of its business role, responsibilities and activities or, in other words, of its business “function”. This understanding of function is a necessary condition for every other dimension of running the business – for planning, conducting and evaluating activities; for establishing internal governance structures; and for managing resources, including information. Indeed, an understanding of business functions is a necessary condition for:

determining information resource requirements (identifying what information should be gathered and created); how information resources should be organized for business use; and what aspects of these resources should be kept, and for how long.

The purpose of this workshop is to:

• orient participants toward function-based analysis and classification, specifically, to the Library and Archives Canada Business Activity Structure Classification System (BASCS) approach to this form of analysis and classification;
• review and conduct actual exercises in applying BASCS to business activities; and
• review and discuss how function-based analysis and classification are used to establish records retention and disposition specifications.

From this experience, participants will:

• gain an understanding of function-based analysis and classification; and
• learn what is involved, how it is done and, most importantly, why it should be done.

Immediately following the Function-Based Classification Scheme design workshop will be a brief presentation of techniques used to design retention schedules and to engage in effective disposition work, once your classification scheme is approved.

Jon Fotheringham
Project Officer
IM Infrastructure Project
Library and Archives Canada

Following several years of records and information management work at Canada Post, Jon Fotheringham moved to Library and Archives Canada where he has been helping Government of Canada institutions manage their information resources, particularly, in terms of classification, retention, disposition and evaluation. Through this work, he has come into contact with a wide variety of recordkeeping and information management environments and, by working with IM colleagues across the government, he has acquired much insight into recordkeeping and information management problems – and their solutions. Currently, Jon is a Senior Project Officer in the Recordkeeping Innovations section of the LAC Government Records Branch. He is currently engaged in project work in support of the ADM Task Force on Recordkeeping within the GC. And, he continues to be a primary resource in support of the BASCS approach to function-based analysis and classification of business activities and function-based classification of business information. Jon holds an Honours BA in History; is a Past-President of the ARMA-NCR Chapter, and is a former executive member of the Records Management Institute (RMI).