establishing the accreditation programme. agenda the context turning the principles into reality...
TRANSCRIPT
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Establishing the accreditation programme
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Agenda
• the context• turning the principles into reality• agreeing our terminology• the process flow• the governance framework• the documentation• how do we make this work in practice?• next steps
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The Context
• Membership approval of key principles in Brussels 2010
• Establishment of workgroup under auspices of the MGB
• Need to engage specialist legal and procurement advice
• Development of formal statement of requirement and supporting procedural documents
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Key principles - 1
• Promote records systems that comply with the MoReq2010 specification
• Encourage a new generation of records systems with proven interoperability through their MoReq2010 certification
• Establish an international network of professional and accredited MoReq2010 test centres
• Ensure that all accredited test centres adopt the official MoReq2010 test framework
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Key principles - 2
• Allow for testing of both dedicated records systems and business systems with built-in records management components
• Allow accredited test centres to test both common-off-the-shelf (COTS) products and individual site installations
• Allow consumers to easily discover MoReq2010 compliant products and sites
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Key principles - 3
• Allow DLM Forum members to view test reports on compliant products
• Ensure that advertising claims of MoReq2010 compliance and “compatibility” are easily ratified or refuted; and
• Create a revenue stream to support the development of MoReq2010 through charging fees for product and site certification
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Turning the principles into reality
Our approach• background to the team• our experience • what we did– review of existing material– identified likely stages– reference to previous examples
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Agreeing the terminology
• The role of the DLM forum• The role of the MoReq Board• Accreditation• Testing• Certification
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The process flow - 1
• Becoming an accredited test centre:
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The process flow - 2
• Testing the products:
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The process flow - 3
• Certification– DLM forum considers recommendation, seeks further
information as needed– Informs supplier of outcome– Supplier pays fee– DLM Forum issues certificate
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Documentation
• The standards• The website• The forms• Contract between DLM Forum and Test Centre• Principles for contract between Test Centre and
Vendor
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How does this work in practice?
Anticipated issues• Disputes• Reputational risk• Discretion of the DLM Forum• Intellectual property
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The governance framework
• Who’s who• Roles and responsibilities• Escalation
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Next Steps
• Agreeing the process• Drafting the contract• Finalising the “statement of requirement”• Designing the forms• Validation of the process
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Any questions or comments?