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Subject:
Re: Official Record Owner
From:
Diane Walker <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Fri, 14 Jul 2017 14:29:09 -0500
Content-Type:
text/plain
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text/plain (68 lines) 
Al - When is the document officially executed (signed) and considered an
official record?  I agree that this is more than likely an exhibit to the
BOD package which should be kept as the official record by the Corporate
Secretary.  What you have is a case of information owner and record
custodian - which sometimes can be a bit gray.  You have a potential for an
information sub-category to be "monthly reports" for the business, and an
executed record (BOD Books) as the official record.  The issue gets
complicated because the business does not always have access to the BOD
Board Packages and feels they need the information for future reference.

Diane
Diane Walker, CRM, CMC
[log in to unmask]


On Wed, Jul 12, 2017 at 5:17 PM, Al Gamino <[log in to unmask]> wrote:

> Folks,
>
> I have a situation where the record owner is a little ambiguous.  I am
> hoping some of you have the same situation and can offer some input.
>
> Here are the scenarios:
>
>
> 1.       Business creates a report for the GM, the GM signs, and presents
> the report to the Board.
>
> 2.       Business creates a correspondence to send out to another party,
> sends it to the GM for signature; the GM Office returns the correspondence
> to the Business for distribution.
>
> Who would be the record owner in each scenarios?  GM Office or Business?
>
> Regards,
>
> Al Gamino
> Enterprise Technology Analyst
> Records & Information Management Department
> Sacramento Municipal Utility District
> 6100 Folsom Blvd, Mailstop MD-2(MD1016), Sacramento, CA 95817
> w.916-732-6041 | [log in to unmask]<mailto:[log in to unmask]>
> [Description: 4-color logo_small (TIF)]
>
>
>
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-- 
Diane Walker, CRM
Be Prepared To Be Successful !
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www.linkedin.com/in/dianewalkercrm
281-799-8910

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