Records

IMPORTANT CONSIDERATIONS PREPARATION Meet with key management & records personnel to evaluate current filing classification system & adequacy of the current type of equipment & supplies. Consider expansion needs & future growth Decide whether to improve current system or implement a new system. Determine the maximum & minimum available space. Check new building for floor load capacity ceiling height & sprinklers. CHOOSING A VENDOR Call manufacturers & ask for their recommendations/experiences with local dealers. A good filing equipment sales rep will ask you many questions about your filing & record storage. Make sure sales rep has completed a thorough survey of your current filing and records storage. Consider type of equipment & additional services offered. Ask for references of similar firms, pay particular attention to sales rep's experience.
CHECKLIST	DAYS BEFORE MOVE
Meet with filing equipment rep & key records personnel to discuss needs for new records or filing space.	120
Filing rep to survey existing records, make critical new building size measurements, prepare floor plan layout, & develop references.	90
Review initial drawing & proposal make corrections & changes, finalize space requirements, & check references.	90
Approve final drawing & proposal & place order.	90
Purge files, destroying duplicates & archiving inactive.	60
Installation of new filing equipment by filing rep's dealer installation people.	10
Pack, move, & unpack active files and load into new system.	10