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Home My WebLink AboutLederman & Associates 55 St. C/aif" Al4' W." 5ui~ lZ5 To,.onto, Ontaf"io Can"'a 1'\'111 ZY7 Ph""" q" 'M1. "18 Fax ql''M1.'''' ~maH: l~d~o(llf"$COI11 ...wb: /f,ldf,lf"tt1I1"JQSSOCidkst:Q RECEIVED January 11,2008 JAN 1 1 2008 Elizabeth Neville e.neville@town.southold.ny.us SouthoM Town Clerl Re: RFQ for Consulting Services for Records Management Needs Assessment Dear Ms. Neville: Thank you for the opportunity to submit this proposal for a Consulting Services for Records Management Needs Assessment.. Our staff have undertaken similar projects for many educational organizations and govermnent agencies covering a wide range of document management issues, particularly related to large volumes of electronic records. Over the years we have completed projects for the Tonawanda Board of Education, Buffalo Board of Education, Town of Evans, Niagara Transportation Authority, and York University. In all cases, our clients have been successful in obtaining subsequent implementation funding. We recently completed a similar project for the Town of Evans specific to their assessment records and are familiar with the NY State tools that interface with these type of property documents. In all cases, the clients have been provided with quality services and needs assessments which were implemented in a practical, creative, precise and efficient manner. Our expertise covers a broad range of records and information management disciplines. We have a base of strong technical depth and our firm takes pride in providing quality control throughout and following all project phases. We have also been very successful in working with our clients to conduct projects which have been funded by grants from the State Records and Archives. It is worth noting that we do not sell any hardware, software, equipment or products and thus may remain vendor-neutral throughout the process. Our quote is for a total of $15,000 at a rate of $lOO/hour for 150 hours. We have attached a fee breakdown and resume. Please contact me if you have any questions. Sincerely, /;;:'.v<./c, /../'r (L----_ ,_.- Paula Lederman, B.Sc., M.L.S., M.BA LEDERMAN & ASSOCIATES Fee Breakdown: Phase Hours Hourlv Rate Total 1. Detailed Proiect Schedule 5 $100 $500 2. Assessment 65 $100 $6,500 3. Imolementation Plan 30 $100 $3 000 4. RFQ and Vendor List 50 $100 $5,000 Total 150 $15000 RESUME OF PAULA F. LEDERMAN EDUCATION M.B.A. Master of Business Administration, Schulich School of Business, York University, 1987. Major in Finance, Strategic Planning M.L. S. Master of Library Science, Faculty of Library and Information Science, University of Toronto, 1975. Majored in information technology and records and library management. B. Sc. Bachelor of Science, Computer Science, University of Toronto, 1973. Major in data base design, data base structures, and information retrieval systems. M.I.T Master of Information Technology, 1999, Awarded by AIIM SKILLS AND AREAS OF SPECIALIZATION Strength in: · Communication with all levels of management and staff, knowledge transfer and training skills · Ability to communicate complex concepts to lay people, independent and team player · Motivating staff and managing detail issues, project management, project completion · Ability to project accurate requirements, cost, time and competency levels and probability of successful implementation given immediate and related (external, political) factors. Specialized in: . strategic planning, workflow, business re-engineering, imaging · Information management, information content and organization, information delivery · Records management, document management, taxonomy, record retention, classification · Practical application of technologies, information database products, search techniques · Management of both physical and logical information components · Many technologies including imaging, networking, internet, indexing, productivity tools WORK EXPERIENCE 1984 - 2004 Lederman and Associates, Information and Library Management Consultant, completed over 100 projects in Libraries and Records Management functions, see projects completed list. 1981 - 1984, City of Toronto, and the Toronto Public Libraries to automate a network of33 branch libraries. Involved requirements analysis, a data conversion of 1.5 million title records, extensive staff training, RFP development and vendor selection, staff recruiting and training and operational planning. 1980-81, University of Toronto, Faculty of Library and Information Science, part-time professor, teaching Data Management Systems, Information Mgmt. for Library and Information Resource Centers. 1977-1979, University of Michigan, Ann Arbor, Michigan, as Director of Systems. Projects included integration of systems into workflow, re-engineering of workflow, vendor selection, implementation support. 1973-1977 and 1979-1981, UTLAS (Now known as ISM), programmer, systems analyst, technical consultant, senior manager on projects involving public and academic libraries which were in the process of utilizing the international bibliographic utility developed by UTLAS, and re-engineering of workflow. PROFESSIONAL MEMBERSHIPS Association of Information and Image Management (Board Executive) Canadian Library Association American Library Association ARMA Projects Completed, to 2007: Records Manal!:ement, Classification, Retention, Taxonomy (New York State) !! '/J,;;"idic!"i; 'iSi'i';ii); "A;S!'; ,if iiV?;',! ;;;; iniYi''.'i''''''';;;' ,i);,ic Aber Diamond Mines Records Manaaement Assessment, Desion, ImDlementation Addiction Research Foundation Records manaaement assessment Archives of Ontario, Assessment of Services to Provincial Government Agencies Cattarauaus Cauntv, NewYarlt RemliTements to reduce record stora~e centre, imaglna feasibiiful Citv af Bramatan Review of a records management oroaram Community Information Centres Development of a Common Subject Authority Of Ontaria Curraah Resources Inc Review of a records manaaement Droaram Delaitte, (Nationa' Services) Development of taxonomy for national and g1oba' knowledge manan.ment rePOSitory Enbridge Gas Implementatian of Live~nk Document Management System and Taxonomv Develaament Huronia Historical Parks Develonment of 8 common subiect thesaurus IKO ReCOfoo DrOQram for multinational roof materials manufacturer Ministrv of AariculbJre File classification and document manaaement strateav Ministry of Citizenship and Taxonomy for Immigration Ontario Portal Immiaratian Ministrv of Enerav Develaoment af a subject thesaurus Ministry of Government Services, DelJelopment of a records management system Real Estate Division Ministry af Attomey General, Assessment to Integrate records of five courts into new courthouse Peel Cauntv Caurt Mln~afEmnronment Comorehensive records management review Ministry of Environment Province wide conversion of files to geographic coding system and Industrial Abatement Creation of data base Municioal World Inc Index to current and retrospective pubUcations Metropolitan Toronto Archlves Records and archives system study Mutual Fund Dealers Association of Development of classification and retention for document imaging Canada rAnasitant, Humminnbird Nestle Canada Knowledae manaaement for enaineerina documents ~:.:~:~~ 0fIIce of Budget V.... assessment for the d1epartment of reoords and Information Servlces Northwater Financial Knowledne manaaement assessment, taxonomy, file conversion Ontario Forest Indusbies Association Records manaaement Dractices Ontario HYdro Sfudv on Records Centre Storaoe Facilities Ontario Insurance Commission Develooment of records manaaement strategies and standards Ontario Medical Association Review of a.ment records manaaement Droaram Ontario Securities Commission Develonment of 8 common file Dlan for prolect and electronic files Parkdale Communitv Health Centre DevetoDment of a classification and file conversion Rosen and Associates, Foremdc Coordinate and design new file system for relocation Accountants Saffer Advertisino Aoeney Review and imnlementation of an information resource stfateov Sandoz Canada Inc. Review of a records manaaement proaram Schaeffer Engineering Records management plan and classification for civil engineering documents, olans, electronic records, email SYDA Foundatian Eolabllohment of a records manaoement pragram T eohnical Standards Safety Classificatian and records strategy for an electronic and document Assaciatian (TSSAl mana~ement svstem Toronto Star Newspaoer Ltd. Analysis of oicture storage, retrieval and naming conventions Town afMillan Classification, retention, trainina for records management orooram Town of Newmarket Records manaaement assessment, classffication, retention, trainina York Univer9ity, Human Resources Records management program, file plan and retention schedule and labor Relations Document Management, Electronic Records Management Document m ement needs a_men! Information mana ment strate Development of electronic information mana ement strate Com er needs ana . for records mana ment em Needs assessment and re uirements for records mana ement s em Electronic stofa and retrieval of Collier Cou official records Automation requirements for thesaurus, index Data management analysis, electronic records management Gloveraville Pob, NY Information and Privacy Commissioner of Ontario Maple Leaf Foods Canada Ltd. Ministry of Consumer and Commercial Relations, Office of the Registrar of Ontario Ministry of Culture and Heritage FeasibiIlIy study to Image purchasing, payroll and eaaement Documents Needs _ for ima of arrest records Design, development and Implementation of a document management em Document mana ernent strate ,0 entexUllvelink Feasibifrty study, automated imaging of vital records, workflow re-engineering, document conversion requirements for 17 million Documents Imaging of archival research reports, document conversion. linking to ortal _os process analysi& for document Imaging Niagara Frontier Transportation Autho' ,NAFT A, NY New York Stale Records and Archives Administration Office of the Public Guardian and Trustee of Ontario Premier's Office, Government of Ontario Tonawancla SclIooI Board, NY Town of Evans, NY West Seneca, NY Wyomilg Counfy, NY Workshops on document imaging conversions held in three regions of Stale Document management strategy, integration strategy with financial S ems Document imaging of Premier's correspondence replacement system Document Ima f of sludenl records Document Ima feasibi for _ent recorda 1m.' _ for council mlnutas and vIIaI recorda Document management requirements, needs aasessment for inactive Storage