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IT and Technology Resources

Who has time to re-invent the wheel? This ever-growing collection of models and resources, contributed by actual organizations and business partners, is designed to help association staff working with varied IT and technology initiatives.

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ACC Database Design Standards  Organization: American College of Cardiology , http://www.acc.org Description: These comprehensive database design standards, submitted by the American College of Cardiology, detail the benefits of adherence to the standards as well as core specifics such as naming conventions, key, table, design, commenting and more. Use this sample to get a good idea of what to include in your own database design standards document. Contact: Dino Damalas , ddamalas@acc.org

ACC Project Deployment Check List  Organization: American College of Cardiology , http://www.acc.org Description: This Project Deployment Check List, submitted by the American College of Cardiology, is designed to help a development team systematically identify all components and changes that need to be pushed to the staging/production environment and to provide a checklist to ensure that all items have been successfully implemented. Contact: Dino Damalas , ddamalas@acc.org

ACC Project Documentation Form  Organization: American College of Cardiology , http://www.acc.org Description: This Project Documentation form, submitted by the American College of Cardiology, is designed to ensure the capture of key project data such as contact points, development and staging environments, source control, and more. Contact: Dino Damalas , ddamalas@acc.org

ACC Source Control Guidelines  Organization: American College of Cardiology , http://www.acc.org Description: These source control guidelines, submitted by the American College of Cardiology, detail the process for implementing version control within an application development team. Specifically, these guidelines provide details regarding Visual Source Safe, but the concepts could be extended to any source/version control software. Use this as an example of what you may want to include when setting up your own source control process or for ideas of what to ask when working with an outside company. Contact: Dino Damalas , ddamalas@acc.org

ANSI Site License Brochure  Organization: American National Standards Institute , http://www.ansi.org Description: ANSI's Site License Brochure provides detailed information on corporate access to electronic collections of standards and technical documents. Contact: Stephanie Carroll , scarroll@ansi.org

Business Continuity Workbook  Organization: RSM McGladrey Inc , www.rsmmcgladrey.com Description: This business continuity workbook, provided by George Breeden, CAE of RSM McGladrey, Inc, provides example forms that an organization can use to better prepare for an emergency or crisis including forms for vendors, staff, suppliers, hardware, software, and more. These forms are intended to serve to help an association get started with business continuity planning, not complete it. Contact: George Breeden , george.breeden@rsmi.com

EDI Technology Policy  Organization: Executive Director, Inc. , http://www.execinc.com Description: Does your staff understand the implications proper handling of the sensitive data you collect? Is everyone on the same page with regard to expectations for email and web usage? The only way to be sure the answer to both of the above questions is ‘yes’ is to implement a clear technology policy. This sample policy, submitted by Executive Director, Inc., covers all of the important issues including protection of sensitive data and staff email usage. Contact: Paul Rushizky , paul@execinc.com

Employee Communications Usage Policy  Organization: Venable LLP , http://www.venable.com Description: This policy explains that employees may use electronic mail, voice mail, computer networking and Internet access services for business purposes only. Contact: Jeffrey S. Tenenbaum , jstenenbaum@venable.com

Employee Communications Usage Policy  Organization: Venable LLP , http://www.venable.com Description: Three samples of association policies for employee use of electronic communications are presented in this one document. The policies cover the usage of e-mail, internet access, voice mail, fax machines and other communications equipment. Contact: Jeffrey S. Tenenbaum , jstenenbaum@venable.com

Employee Computer Use Policy  Organization: RSM McGladrey Inc , www.rsmmcgladrey.com Description: This computer use policy has been boiled down into a very specific one page 'do and do not' list. This is intended to cover the main points or risky behavior within the organization, and is being used as a baseline communication so staff can no longer say 'I didn't know I couldn't do that.' Contact: George Breeden , george.breeden@rsmi.com

Employee Computer Use Policy 2  Organization: RSM McGladrey, Inc Description: This computer use policy reviews treatment of passwords and message content, as well as other issues such as monitoring. It also asks that an employee sign an acknowledgment form before gaining access to various systems.

Fraudulent Email Warning Letter  Description: This is an example of a letter sent to staff, advising them on what to do with fraudulent emails asking for login information.

GWSAE Recommended Internet Usage Policy  Organization: Greater Washington Society of Association Executives , http://www.gwsae.org Description: This document includes an overview of GWSAE's policy for Internet usage by staff as well as a Software Compliance Policy and Software Code of Ethics guide and forms. Contact: Reginald J Henry , rhenry@asaecenter.org

NCIGF Disaster Recovery Plan  Organization: National Conference of Insurance Guaranty Funds , http://www.ncigf.org Description: This comprehensive sample Disaster Recovery Plan, contributed by the National Conference of Insurance Guaranty Funds, guides both management and the information technology staff in the recovery of phone, data and network computing services in the event of a disaster that destroys all or part of the office computing infrastructure. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

NCIGF Document Imaging Guidelines  Organization: National Conference of Insurance Guaranty Funds , http://www.ncigf.org Description: The purpose of these guidelines, submitted by the National Conference of Insurance Guaranty Funds, is to provide considerations in the selection, purchase, implementation, and use of a document imaging system. These guidelines were developed to assist organizations in meeting the operational requirements of the insolvency industry when deciding on a document imaging system. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

NCIGF Document Imaging Systems Vendor Comparison Matrix  Organization: National Conference of Insurance Guaranty Funds , http://www.ncigf.org Description: This detailed Document Imaging Systems Vendor Comparison Matrix, contributed by the National Conference of Insurance Guaranty Funds, provides a great example of how Document Imaging Systems vendors can be rated against each other—and the needs of the association—in specific areas such as infrastructure requirements, operation efficiencies, security and regulatory compliance, costs, and experience. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

NCIGF Minimum System Recommendations  Organization: National Conference of Insurance Guaranty Funds , http://www.ncigf.org Description: This comprehensive minimum system recommendations document, contributed by the National Conference of Insurance Guaranty Funds, outlines the baselines requirements for hardware, software, security and networking within the association. Not only does this document to a remarkably detailed job outlining the recommendations, there are glossary of terms for each of the major segments. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

NIRI - AMS Presentation Evaluation Feedback  Organization: National Investor Relations Institute , http://www.niri.org Description: Do you have a way to get feedback from staff on a vendor's presentation? If not, this presentation evaluation feedback form from the National Investor Relations Institute can help. The form was designed specifically for an AMS presentation, but it could be applied to other types of software presentations. A sample question from the form includes: "Do you feel the vendor’s solution will handle your needs for the applications to be used staff?" Contact: Michael McGough , mmcgough@niri.org

Network Storage System RFP  Organization: Federal Appliance, LLC , http://www.federalappliance.com Description: Federal Appliance, LLC developed this RFP/RFI to serve as a starting point for associations looking to implement a Network Storage System (NSS). The first half of the document is an RFI containing open ended questions for use by associations in the process refining their requirements or just starting the process. The second half of the document is a detailed RFP for use by associations who have specific requirements and who are looking to compare respondents in an ‘apples-to-apples’ format. Contact: Dale Underwood , daleu@federalappliance.com

Sample Data Privacy and Security Policy  Description: This sample Data Privacy and Security Policy includes key areas you may wish to cover in your own data security policy including a statement of policy outlining the association’s commitment to safeguard sensitive data, the role of the privacy/information security officer, management and training of those interacting with sensitive data, information systems and how they are used to safeguard data, and finally the response should there be a security breach. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

Sample Information Security Procedures  Description: This comprehensive sample information security procedures is designed to establish the minimum administrative, technical, and physical safeguards that will be utilized by an organization to protect sensitive information from unauthorized access, disclosure, corruption, or destruction. Use this sample to get ideas for what you may want to include in your own information security procedures. Contact: Tom Wagenhauser, MCP, MCSA, CEH , tom@wagenhauser.com

Staff IT Security Policy  Description: This security policy was drafted by the association to ensure responsible computer use by staff.

VSCPA Outlook E-mail Guidelines  Organization: Virginia Society of CPAs , http://www.vscpa.com Description: This Outlook email guidelines document, contributed by the Virginia Society of CPAs, is designed to increase the effectiveness of internal and external electronic communication, and clarify the correct procedures to use in the Microsoft Outlook software program. Contact: Tina Lambert, CAE , tlambert@vscpa.com

VSCPA Outlook Training Guide  Organization: Virginia Society of CPAs , http://www.vscpa.com Description: This Outlook training guide, contributed by the Virginia Society of CPAs, covers everything a user needs in order to confidently use the mail, calendar, contact, tasks and notes functions in Outlook. This sample also includes training slides to help you develop your own Outlook training session to go along with the training guide. Contact: Tina Lambert, CAE , tlambert@vscpa.com

VSCPA Telephone Guidelines  Organization: Virginia Society of CPAs , http://www.vscpa.com Description: This telephone guidelines document, contributed by the Virginia Society of CPAs, is designed to improve customer service and to make telecommunications more effective and efficient. Use this as a starting point in setting up your telecommunications guidelines to make sure you’ve covered the bases when trying to streamline and standardize telephone based communications. Contact: Tina Lambert, CAE , tlambert@vscpa.com

Website Privacy Policy  Organization: Venable LLP , http://www.venable.com Description: This template includes example language for website privacy policies, including the collection of personally identifiable information, children's privacy, cookies, updating information, data integrity and security. Contact: Jeffrey S. Tenenbaum , jstenenbaum@venable.com

Disclaimer: The materials on this website are great idea generators, but are certainly no substitute for a lawyer. Nothing in these resources should be construed as legal advice—even the legal sounding stuff. If you need legal advice, consult your organization's attorney.