Southwest Region Manager

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Region Grant Information

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This grant information is published as amended July 15, 1999:

Purpose: The Southwest Region Grant Program has been designed to provide chapters with funds
to further projects of long-term value to the Records and Information Management profession.

Scope of the Program: This program will provide funding to individual chapters in amounts between
$100 and $1,000 per grant, in increments of $100. No more than three (3) grants will be awarded in
any given fiscal year. No chapter may receive more than one (1) grant within one (1) fiscal year,
nor may a chapter receive a grant without having fulfilled the obligations with regard to grants that
may have been provided for earlier projects.

Administration of the Grant Program: The program will be administered by a Grant Evaluation
Committee composed of five (5) members, including:

  1. A committee chairman, appointed by the Southwest Region Manager.
  2. The Southwest Region Treasurer
  3. The Chapter President of a small-size chapter (up 50 members), appointed by the Southwest
    Region Manager
  4. The Chapter President of a medium-size chapter (51 - 125 members), appointed by the Southwest
    Region Manager.
  5. The Chapter President of a large-size chapter (126 or more members), appointed by the Southwest
    Region Manager

The authority of the members of the committee shall be limited by these Grant Guidelines as approved
by a 2/3 vote of the Chapter Presidents within the Southwest Region. The committee shall be
empowered to provide grants within the scope of the Grant Guidelines once it has received written
certification from the Southwest Region Treasurer that the necessary funds are available within the
scope of the Southwest Region Fund.

Committee members may, from time to time, suggest changes to the Grant Guidelines in order to
enhance the operations and functioning of the program. Changes to the Grant Guidelines must be
approved by a 2/3 vote of the Southwest Region Chapter Presidents. Proposed changes to the Grant
Guidelines shall be brought the Chapter Presidents by the Southwest Region Manager.

Suggested Types of Projects: It is the intent of the Southwest Region to maximize its flexibility in
providing grants. While not all inclusive, below is a list of suggested types of grants which may be
awarded:

  1. Advancement of Standards --- Chapters may apply for grants for projects that advance the
    development and implementation of standards (ISO, ANSI, AIIM, ARMA and others) which will
    prove to be of a lasting benefit to the members of the Region and to the Records and Information
    Management Profession.
  2. Training/Certification Programs -- Programs that provide improved training opportunities, enhanced
    educational opportunities or certification efforts outside of the scope of the ICRM may be
    considered.
  3. Networking Projects -- Specific programs or projects which will enhance the opportunities
    for networking may be considered by the committee.
  4. Projects Promoting Records and Information Management or ARMA International -- Projects
    which provide for the long-term promotion of the records and information management profession
    or the promotion of ARMA International may be considered.
  5. "Other Projects" -- Any other projects that provide long-term benefits to the members within the
    Southwest Region or to the members of ARMA International as a whole may be considered.

Projects that maximize the benefits for ARMA International and/or for the members of the Southwest
Region will have priority over those that provide for more limited benefit. Chapters should consider the
"transportability" of projects from their chapter to other chapters that may have an interest in pursuing
similar endeavors.

Projects that promote any individual or commercial interests are strictly prohibited. Information
regarding the project shall be made readily available to all chapters within the Southwest Region
and to all members within the Region.

Application Procedures: Applications for the Southwest Region Grant Program shall be submitted
to the Southwest Region Treasurer for processing. Applications must provide the following information:

  1. Completed General Information Form
  2. A clear definition of the project
  3. Information regarding the purpose and scope of the project
  4. A complete project budget, including information regarding the chapter's financial contribution
    to the project
  5. An implementation plan, including a time line for project completion
  6. A reporting plan to provide the Southwest Region with quarterly updates on the status of the
    project. A condition of the grants is that complete reporting regarding the progress-to-date will
    be sent to the Southwest Region Treasurer on a quarterly basis. A final report will be submitted
    to the Southwest
    Region Treasurer upon completion of the project.
  7. A key chapter contact person who will have responsibility for the project
  8. A statement of the benefits for members outside of the chapter conducting the project

Application Processing: Once an application has been received, the Southwest Region Treasurer
will ascertain the availability of funds for the project. He/She will forward certification regarding the
availability of full or partial funding to the members of the Grant Evaluation Committee. The Southwest
Region Treasurer will also forward complete copies of the grant application to the members of the Grant
Evaluation Committee. The Chairperson of the Grant Evaluation Committee shall be responsible for
working with all committee members to provide the chapter with a final decision regarding the
disposition of the grant request within two (2) months of the initial receipt of the grant application.
The Chair of the Grant Evaluation Committee shall also be responsible for communicating questions,
information requests and the final decision with the chapter.

Upon arriving at a final decision regarding the grant application, the Chairperson of the Grant Evaluation
Committee shall inform the chapter and the Southwest Region Manager of that decision. The Chair shall
also communicate any "conditions" that may have been attached to that grant to the aforementioned
parties.

After completion of that task, the Southwest Region Treasurer shall provide the approved funds to the
chapter making the successful application. The decision of the Grant Evaluation Committee shall be final.

Revision of the Grant Guideline: These guidelines may be revised by a 2/3 vote of the Chapter
Presidents within the Southwest Region. Recommendations for change may come from the Southwest
Region Manager, Southwest Region Coordinators, the Southwest Region Treasurer, from the members
of the Grant Evaluation Committee or from the Chapter Presidents of the Southwest Region chapters.
No other authority shall be empowered to make revisions of these guidelines.

 



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