HARC

Part IV: Resources & Templates — Assessment Tools

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Basic Information

Congregation Name

Archivist Name

Date Completed

Projected Transition Timeline

Storage Space

Square footage

Linear footage of shelving

Cubic footage

Collection Status

Percentage processed

Percentage with finding aids

Percentage accessible

Material Formats (check all present and note prevalence & condition)

Format	Present	Prevalence	Condition Notes

Preservation Concerns

Mold or mildew present Pest damage Water damage Brittleness/deterioration Improper storage Inadequate climate control Overcrowding Other:

Existing Documentation

Object Evaluation Worksheet (repeatable)

Transition Planning Worksheet

Timeline

Task	Responsible	Deadline	Status

Resource Needs

Archivist hours/week Volunteer hours/week Consultant needed: Yes No Project scope

Archival boxes Folders Labels Packing materials Estimated cost

Project archivist Other consultants Estimated cost

Total estimated cost Funding sources Budget approved:

Processing Priority Matrix

Collection	Importance (1-5)	Condition (1-5)	Priority Score	Notes

Priority Score = Importance + Condition (higher = prompt action). Use ranking: High (8-10), Medium (5-7), Low (2-4).