INSTITUTE OF CERTIFIED RECORDS MANAGERS

THE INSTITUTE OF CERTIFIED MANAGERS

JJJOHN

Update on ICRM Certifications andSpecialty Designations: What They Are and

How to Pursue Them

September 6, 2017 at DGI Records Management Conference @930gov

mjanicik14@comcast.net

INSTITUTE OF CERTIFIED RECORDS MANAGERS

ICRM MISSION & VISION

Vision Statement The Inst i tute of Cert i f ied Records Managers ® (ICRM) is the cert i fying body for Records and Information Management (RIM) professionals, recognized and valued by employers and RIM pract i t ioners world-wide.

Mission Statement The primary mission of the ICRM is to develop and administer the professional cert i f icat ion of Records and Information Managers including the relevant examinations and cert i f icat ion maintenance program.

INSTITUTE OF CERTIFIED RECORDS MANAGERS

THE INSTITUTE OF CERTIFIED RECORDS MANAGERS (ICRM)

Confers two cert i f icat ions: the t rademarked Certif ied Records Manager® (CRM) designat ion and the Certif ied Records Analyst (CRA) designat ion.

Authors and maintains the Code of Ethics of Professional Records Managers

The ICRM has two post-cert i f icat ion Special ty Designat ions:Certif ied Records Manager / Nuclear Records and Information Management Special ist (CRM/NS) is joint ly conferred with Nuclear Information and Records Management Associat ion (NIRMA)Certif ied Records Manager / Federal Special ist (CRM/FED) will open for applicat ions and test ing in 2018.

INSTITUTE OF CERTIFIED RECORDS MANAGERS

HISTORY AND GOVERNANCE

Establ ished in 1966 and began conferr ing cert i f icat ions in 1975

Inst i tute is governed by an elected, volunteer Board of Regents who are al l CRMs in good standing, supported by mult iple volunteer committees

ICRM Body of Knowledge Outl ine and examinations are developed and maintained by volunteer CRMs with the support of st rategic partners

A not-for-profi t corporat ion, incorporated in North Carol ina

Supported by CapHil l Management Services of Albany NY

INSTITUTE OF CERTIFIED RECORDS MANAGERS

BENEFITS OF CRM DESIGNATION

Prominent credent ial for professional records managers

Demonstrates commitment to cont inuing educat ion

Develops professional ski l ls and knowledge through studying and test ing process

Prepares for career advancement with commensurate salary benef i ts

Increases professional recognit ion and opportunit ies to enhance career prof i le

ICRM membership (professional resources and contacts)

INSTITUTE OF CERTIFIED RECORDS MANAGERS

CERTIFIED RECORDS ANALYST (CRA)

The Cert i f ied Records Analyst is the newest cert i f icat ion announced September 24, 2016

The CRA is designed as a way to recognize those with RIM experience and commitment – the core knowledge in Records Management

New path to Cert i f ied Records Manager (CRM) as experience is gained

Requires passing exam Parts 2, 3, and 4

A CRA in good standing has unl imited t ime to pass Parts 1, 5 and 6 to qual ify for cert i f icat ion as a CRM

INSTITUTE OF CERTIFIED RECORDS MANAGERS

BENEFITS OF CRA DESIGNATION

Demonstrates commitment to cont inuing educat ion

Develops professional ski l ls and knowledge through studying and test ing process

Prepares for career advancement with commensurate salary benef i ts

Increases professional recognit ion and opportunit ies to enhance career prof i le

ICRM membership (professional resources and contacts)

INSTITUTE OF CERTIFIED RECORDS MANAGERS

ICRM MEMBERSHIP AND CRM/CRA CANDIDATE DEMOGRAPHICS

ICRM Membership• 969 Act ive CRM• 127 Act ive CRA• 156 CRM Retired

CRM/CRA Candidates§ Approximately 750

Data as of April 2015

INSTITUTE OF CERTIFIED RECORDS MANAGERS

CERTIFIED CRM/CRA AND CANDIDATESINDUSTRY REPRESENTATION

§ Government: 25% § Consult ing: 12% § Util i t ies: 7%§ Financial Services: 3.3%§ Energy (Oil /Gas/Coal) : 5%§ Manufacturing: 4%

INSTITUTE OF CERTIFIED RECORDS MANAGERS

1. Apply to qual i fy to si t for the examinat ions

2. Appl icat ions are reviewed and approved by the ICRM Cert i f icat ion Standards Committee

3. As a Candidate you are then el igible to wri te the CRM examinat ions

4. Must complete al l 6 Parts within a 5-year cycle

HOW TO BECOME A CRM

INSTITUTE OF CERTIFIED RECORDS MANAGERS

HOW TO BECOME A CRA

1. Apply to qual ify to si t for the examinat ions

2. Applicat ions are reviewed and approved by the ICRM Cert i f icat ion Standards Committee

3. As a Candidate you are then el igible to wri te the CRM examinat ions

4. Must complete Parts 2, 3 and 4 within a 5-year cycle to become a CRA.

5. Unlimited t ime to pass Parts 1, 5 and 6 to advance to becoming a CRM

INSTITUTE OF CERTIFIED RECORDS MANAGERS

HOW TO APPLY

Submit your applicat ion and electronic payment (www.icrm.org)

If you need assistance with your applicat ion, please contact the ICRM at (877) 244-3128 (USA and Canada)

INSTITUTE OF CERTIFIED RECORDS MANAGERS

EDUCATION AND EXPERIENCE

Applicants who properly demonstrate achievement of a four-year (bachelor ’s) degree from an accredi ted inst i tut ion of higher educat ion must also demonstrate one year of professional Records and Information Management (RIM) experience.

§ Documentat ion Required: Copy of degree or t ranscript .

Alternat ively, one year of professional Records and Information Management (RIM) experience can be subst i tuted for each year of col lege educat ion.

INSTITUTE OF CERTIFIED RECORDS MANAGERS

WHAT CONSTITUTES PROFESSIONAL RECORDS MANAGEMENT EXPERIENCE?

Conducts studies and surveys

Develops, designs and implements RIM programs, pol icies and procedures

Teaches records management

Provides t raining for records management

INSTITUTE OF CERTIFIED RECORDS MANAGERS

DOCUMENTATION REQUIRED FOR PROFESSIONAL EXPERIENCE

Pract i t ioner§ Formal job descript ion or documentat ion of job duties in a le t ter signed by

the manager

Teacher or Professor§ Letter from Department Head and Syllabi of courses taught

Consultant , Contractor or Sales Professional§ Minimum of two cl ient le t ters

INSTITUTE OF CERTIFIED RECORDS MANAGERS

ATTAINING THE CRA

Once approved as a Candidate, exam consists of 3 parts

• Parts 2-4 each consist ing of 100 quest ions (80 minutes/exam)

• The general areas covered in the exams include records creat ion, storage, use, disposal ; information securi ty; information governance, securi ty

• Must pass each exam with at least 70% score

Exams offered 4 t imes per year thru PearsonVue

INSTITUTE OF CERTIFIED RECORDS MANAGERS

WHAT TO EXPECT ON THE EXAMINATIONS

Parts 1 - 5• 100 mult iple choice quest ions• 80 minutes for each part• No penal ty for guessing• Can take up to al l f ive in an exam

cycle• 5-year cycle starts once you are

approved

Part 6 (CRM only)• Must pass Parts 1 - 5 before

you can take Part 6• Must wri te answers for two

50 point business cases for Part 6

• 4 hours to complete

Note: All exams taken through Pearson VUE testing

INSTITUTE OF CERTIFIED RECORDS MANAGERS

APPLICATION AND EXAMINATION FEES

• Applicat ion fee is $100

• Examinat ions for Parts 1-5 are $100 each

• Part 6 is $150

• Fees are payable in US dollars

INSTITUTE OF CERTIFIED RECORDS MANAGERS

POST-CERTIFICATION SPECIALTY DESIGNATIONS

Certified Records Manager/Federal Specialist (CRM/FED)Developed for CRM’s whose f ield of professional practice involves Records and Information Management (RIM) programs of the U.S. Government, whether as Federal government employee, uniformed mil itary, consultant or contractor.

§ Must be CRM in good standing§ 4 years Federal RIM experience to qual ify for the exam§ $25 Applicat ion Fee and $100 Examinat ion Fee§ 100 Quest ion Exam administered at Pearson Vue§ Must earn 20 Cert i f icat ion Maintenance Points (CMPs) in Federal sector

topics out of the 100 CMPs required every 5 years Testing to begin in early 2018

INSTITUTE OF CERTIFIED RECORDS MANAGERS

THE CRM/FED SPECIALTY DESIGNATION

• Buil t on knowledge necessary to operate and support RIM programs and the Department or Agency HQ level

• Sections al ign with the NARA Federal RIM Maturi ty Modelo Management and Organizat ional Structure (30 quest ions)o Policy, Standards and Governance (30 quest ions)o RIM Program Operat ions (40 quest ions)

• Encompasses aspects of leading agency-wide RIM policy and programs o 44 USC / 36 CFR and NARA standards & guide l ines o Federal requirements for personnel management, information access,

procurement , and budgeting

INSTITUTE OF CERTIFIED RECORDS MANAGERS

POST-CERTIFICATION SPECIALTY DESIGNATIONSCertif ied Records Manager / Nuclear Records and Information Management Special ist (CRM/NS)§ Must be CRM in good standing§ 4 years Nuclear f ie ld RIM experience to qual ify for the exam§ Current NIRMA membership§ $25 Applicat ion Fee and $100 Examinat ion Fee§ 100 Quest ion Exam administered at Pearson Vue§ Must earn 20 Cert i f icat ion Maintenance Points (CMPs) in Nuclear sector

topics out of the 100 CMPs required every 5 years

On-line applications and testing to begin in early 2018

INSTITUTE OF CERTIFIED RECORDS MANAGERS

CRM/CRA CERTIFICATION MAINTENANCE REQUIREMENTS

Earn, record and submit cert i f icat ion maintenance forms for credi t§ You need 100 points in a 5 year cycle§ One point = one hour of learning contact

Maintenance credi ts must be submit ted within 6 months of the qual ifying event or act ivi ty

Pay Annual Dues of $200.00

INSTITUTE OF CERTIFIED RECORDS MANAGERS

SIGNIFICANT NEW STRATEGIC PARTNERS

A. Academic Inst i tut ion Graduate Programs: fast t rack to cert i f icat ion

• Louisiana State Universi ty: RIM Graduate Cert i f icate Program

• San Jose State Universi ty: Master or Archives and Records Admin

B. AIIM

• Complet ion of ERM-Master credi ted as passing Part 5, Technology

• 10% Discount for AIIM training to CRAs/CRMs and candidates

C. Renewed Partners for Conferences and Training

• DGI, NIRMA, NAGARA, MER Conference, InfoGovCon, ARMA

INSTITUTE OF CERTIFIED RECORDS MANAGERS

QUESTIONS