rECOrd Policies, Procedures, Forms & Standard Letters List:

Policies:

1.Office:

1.1General Office Policies:

None Produced: Asthma (Staff and Volunteers)

(RP02): Building Security

(RP03): Health & Safety

(RP07): InterNet Access and Usage

(RP08): Grievance Policy

(RP09): Equal Opportunities

(RP10): General Complaints

(RP11): Information Technology

(RP12): Financial Control

(RP13): Conditions of Service

(RP15): Monitoring and Evaluation

(RP16): Pay Policy

(RP40): Staffing

(RP42): Disciplinary

(RP43): Drink and Drugs

(RP44): Version Control

1.2Data Management Services:

(RP04): Data Security

(RP17): Core Products and Information Services

(RP18): Data Access Terms and Conditions

(RP19): Data Confidentiality

(RP20): Data Entry Protocols

(RP21): Data Exchange

(RP22): Data Ownership and Copyright

(RP24): Habitat Classification Systems

(RP27): Meta Data

(RP32): Quality Assurance

(RP35): Site/Location Definition

(RP36): Assessment and Analysis

2.Customers:

2.1General Policies Covering All Customers:

(RP05): Service Level Agreements

(RP14): Monitoring Customer Satisfaction

(RP23): Data Supply

(RP26): Information, Interpretation and Advice

(RP28): Priorities for Computerisation of Data

(RP29): Priorities for Data Gathering

(RP38): Handling Enquiries and Responses

2.2Data Providers:

(RP06): Voucher Specimen Collection

(RP25): Increasing Identification Skills Base

(RP33): Satellite Management

______

rECOrd - The Local Record Centre for Cheshire, Halton, Warrington and WirralPage: 1

(RP34): Services Offered to Data Suppliers

(RP41): Working With Data Providers

2.3Data Users:

(RP05): Service Level Agreements Relating To Supply of Information and Services

2.4The Public:

(RP30): Publications

(RP31): Public Outreach

(RP39): Information Services for the Public

3.Access and Charging:

(RP37): Controlling Access to Data:

(RP23): Data Supply

(RP17): Core Products and Information Services

(RP01): Charging Policies

  1. Forms:

(RF01): Data Transfer Agreement - Individual Transfer of Copyright

(RF02): Data Transfer Agreement - Individual License

(RF03): Data Transfer Agreement - Group Transfer of Copyright

(RF04): Data Transfer Agreement - Group License

(RF05): Basic Site Visit Information

(RF06): Basic Species Per Site Visit Form

(RF07): Expenses Claim Form - General

(RF08): Contact Data Collection Sheet for rECOrd Meetings

(RF09): Casual Records - Basic Species Form

(RF10): Free Copy of Recorder-2000 Acceptance/Agreement Form

(RF11): Interview Expenses Claim Form

(RF12): Use of Standard Site & People Files/Tables Agreement Form

(RF13): Terms & Conditions for Data Access/Enquiry Agreement Form

(RF14): CANCELLED

(RF15): Invoice Form - Blank

(RF15A): Repeat Invoice Form - Blank

(RF16): Enquiry Cover Sheet

(RF17): User Satisfaction Questionnaire

(RF18): Data Supplier Satisfaction Questionnaire

(RF19): Invoices Running List

(RF20): Consultancy Questionnaire

(RF21): Flexitime Form

5.Standard Letters:

(RSL01): Standard Letter for a Nil Return on an Enquiry

(RSL02): Survey Work Verification

6.Procedures:

(RPR01): Post

(RPR02): Enquiries

(RPR03): Receipt of Records

(RPR04): Data Security

(RPR05): Office/Building Security

(RPR06): Finances

(RPR07): Monitoring and Evaluation

(RPR08): Training and Encouragement

(RPR09): Data Entry

(RPR10): Meta Data Entry

(RPR11): Promotion of rECOrd

(RPR12): Setting Up An SLA

(RPR13): Services to Data Suppliers

(RPR14): Services to Data Users

(RPR15): Disciplinary Procedures

(RPR16): Grievance Procedures

(RPR17): Flexitime Procedures

  1. Lists:

(RL01): Invoice Codes for Services provided by rECOrd

(RL02): Policies, Procedures, Forms, Standard Letters, Lists, & Spreadsheets (Documentation) List

(RL03):

  1. Spreadsheets:

(RS01): Unrestricted Grants (Finances)

(RS02): Restricted Grants (Finances)

(RS03): Loans Received (Finances)

(RS04): SLAs Finances (Finances)

(RS05): Contracts Payments (Finances)

(RS06): Fundraising Finances (Finances)

(RS07): In-Kind (Finances)

(RS08): In-Kind Monthly Summary (Finances)

(RS09): Balance-Sheet Monthly (Finances)

(RS10): Salaries Breakdown (Finances)

(RS11): Income Summary (Finances)

(RS12): Income Expected (Finances)

(RS13): Expenditure Breakdown (Finances)

(RS14): Checklist of Invoices (Finances)

(RS15): Income and Expenditure Summary by Month (Financial)

(RS16): Income and Expenditure Summary by Quarter (Financial)

(RS17): Balance All Monthly (Financial)

(RS18): Esmee Fairbairn Claim Support (Financial)

(RS19): Fundraising Summary (Financial)

(RS20): Loans Received Summary (Financial)

(RS21): Restricted Grants Summary (Financial)

(RS22): SLA Summary (Financial)

(RS23): Contracts Summary (Financial)

(RS24): Unrestricted Grants Summary (Financial)

(RS25): Support Group Attendance List

(RS26): Absence and Attendance List

(RS27): All Grants Summary (Financial)

(RS28): rECOrd Cash Flow (Esmee Fairbairn Claim Spreadsheet) (Financial)

(RS29): Income 1000-5000 Detail

(RS30): Check List of Remittance Slips Completed (Financial)

______

rECOrd - The Local Record Centre for Cheshire, Halton, Warrington and WirralPage: 1