II

      APPRAISAL - WHAT TO DO

Date:10 Sept 1993

 

           and how to do it well

Ref:IRM/RAM/93-177

Subj:AD-570/Stand

 

 

 

 

 

                         WHAT TO DO

 

1

 

Establish APPRAISAL Criteria

 

 

a

identify generic decisions

 

2

 

Implement APPRAISAL Review

 

 

a

Describe records [e.g Originating work Unit and Series, Box, folder, or  item/Image

 

 

b

Apply Appraisal Criteria

 

4

 

Prepare APPRAISAL REPORT -

 

 

a

Note: retention/review period and possible exceptions; if decision is applicable to broader or related category of records and if preliminary or final disposal decision recommendation         

 

5

 

Implement Appraisal Recommendations

 

 

a

Use as basis of disposal and similar reports [Transfer of custody, further retention, special preservation or destruction]     

 


 

 

 

 

 

 

                HOW TO DO APPRAISALS WELL

 

1

 

ALL Understand Criteria and Apply procedures

 

 

a

irrespective of who does initial or final appraisal

 

2

 

Start with information that is known

 

 

a

Make and document preliminary recommendations/decisions

 

 

b

Revisit/revise decisions based on new information