SUMMARY:

• I have over 30 years of extensive experience in Records and Document Management policies; procedures and regulations.
• Implemented and managed comprehensive records and document management programs and repositories for government agencies and private companies.
• My expertise includes leading, managing and coaching Records and Information Document Management teams, Records Management Programs and Software, Records Imaging and Document Quality Control Systems, Records Retention/Schedules and Storage (National Archives and Records Administration ( Confidential ) and Federal Records Center ( Confidential ), Electronic Records/Document Repository Systems and Vital Records.
• I have effectively executed continuous improvements techniques that saved money and increased productivity. I have the proven ability to engage with and influence stakeholders and build strong working relationships across all levels.
• Serves as the Principal Records Management Subject Matter Expert and Advisor to the e - Manifest Hazardous Waste Program Manager for the United States Environmental Protection Agency (EPA), Office of Resource Conservation and Recovery, as it relates to the Hazardous Waste efforts involving Development and Implementation of e-Manifest Paper Processing Center according to Public Law. Manage submission and retrieval of paper and digitally scanned manifest, file inventory assessment, records scheduling, and transfer and retrieval of records.
• With-in 3-months implemented, set-up and rolled-out the national records management program, providing full life cycle program management in all aspects of program performance, to include development and revision of document management policies, procedures and Key Performance Indicators (KPIs).
• Provide direction and administrative management for the program, ensuring quality control, and meeting all contract deliverables. Provide oversight for 250 plus employees to include direct reports such as the Deputy Program Manager, five (5) Program Management Office employees, and five (5) Records Managers.
• Organized and directed the development and implementation of the document processing stages throughout its lifecycle, to include IT governance and maintenance in the Records Centre using in-house repository Chenega - Manifest ( Confidential ) Engine and government Resource Conservation Recovery Act (RCRA) manifest document repository.
• As Program Manager, control and manage the daily document production and repositories ( Confidential and RCRA), assigning and monitoring rights and dash boards of 250 plus system users.
• Facilitate on-going dialogs regarding high priority matters with company and government Senior Management, and Information Technology staff on the effective functionality of the enterprise architecture, system configuration, data security, and government accountability, in accordance with federal and state policies to in corporate the proper records management functions, while protecting the interests of the public.
• Negotiate and monitor contracts with vendors
• Develop, maintain, modify, and update plans to include: Task Order Communication Plan, quality assurance plan, quality control plan, training plan, transition plan, contingency plan, staffing plan, and Standard Operating Procedures (SOP).
• Prepare Task Order Management Plan (TOMP) describing the technical approach, organizational resources, and management controls throughout Task Order.
• Prepares weekly and monthly progress and financial reports.
• Respond to EPA staff and industry questions regarding status of submissions, provide escalation procedures for issues, and provide guidance safeguarding all critical information; and perform risk mitigation.
• Conduct and participate in process meetings, facility meetings, training meetings, performance meetings, program/project reviews, management briefings, stakeholder presentations, demonstration meetings, transition meetings, Project Officer site visits, and post-requirement meetings.
• Initiate email and verbal communication to client to resolve issues and respond to ad hoc data calls.

PROFESSIONAL EXPERIENCE:

Confidential

Records Management Business Analyst

Responsibilities:

• Served as a Principal Records Management Subject Matter Expert and Advisor to the Records Officer for the US Department of Health and Human Services, Substance Abuse and Mental Health Services Administration (SAMHSA) as it relates to the SAMHSA Paper Reduction efforts involving digital conversion, file inventory assessment, file plans, records scheduling, transfer and retrieval of records. facilitated the transfer of records to the Washington National Records Center (WNRC) according to established standards, including the review and approval of hardcopy SF -135s and creation of the electronic SF-135 in Archives and Records Center Information System (ARCIS).
• Served as primary liaison with the WNRC for records transfer.
• Managed the master listing of SAMHSA records maintained at National Archives and Records Administration ( Confidential ) and WNRC.
• Provided files management, oversight, and guidance to seventeen (17) SAMHSA Record Liaison Officers (RLOs) and staff.
• Implemented plans, policies and procedures to ensure proper notification of federal records guidelines.
• Responded to queries, conducted research, compiled data, and prepared complex administrative reports as requested.
• Co-facilitated/Facilitated meetings with Records Liaisons regarding records management activities.
• Developed and maintained Records Management Standard Operation Procedures (SOP) as it relates to the paper reduction/digital conversion activities.
• Provided requirements and guidance to team members in consultation with the Archive and Records Office (ARO) in the development and management of Records Management (RM) Intranet SharePoint Site. Requirements and guidance provided included electronic file plans, file plan content, landing and secondary pages content development and uploading into SharePoint Document and Records Centres landing and secondary pages.
• Aided in the development and facilitation of training to SAMHSA staff in using the Records Management (RM) Internet SharePoint Site. Aid included development of job aides and standard operating procedures.
• Performed and assisted with the permission management of RM Interne Site SharePoint Document Centres. Providing guidance to Records Liaisons in performing task.
• Maintained, modified, and improved the look, feel and general SharePoint user experience.
• Reviewed content and recommended updates, identified broken links, and deleted or archived outdated information.
• Effectively interfaced with other functional teams at varying levels to drive/ lead communication of SharePoint governance standards and processes and resolve issues.
• Managed time sensitive analyses and Quality Control assessments of imaged documents upon release into SharePoint; prepared comprehensive reports of findings using EXCEL spreadsheets.
• Assisted and monitored SAMHSA New Employee Records Management overview training for federal and contract staff.
• Assisted and monitored the Records Management Declassification of departing SAMHSA employees.

Confidential

Senior Records Management Specialist

Responsibilities:

• Served as a Senior Records Management Specialist to the Records Manager for the National Aeronautics and Space Administration ( Confidential ), Headquarters ( Confidential ).
• Collaborate with the Confidential Records Manager and made recommendations to develop new policies and procedures for records review, assessment and retention.
• Introduced and trained Confidential organizational Records Liaisons and Records Technicians with the conversion of paper records into electronic records format.
• Introduced and trained Confidential Record Technician with the electronic transfer of records to the Washington National Records Center (WNRC) according to established standards, including the review and approval of hardcopy SF-135s and creation of the electronic SF-135 in Archives and Records Center Information System (ARCIS).
• Controlled time sensitive analyses and Quality Control assessments of imaged documents upon release into SharePoint and prepared comprehensive reports of findings using EXCEL spreadsheets.
• Managed user and records custodians; and provided guidance in the organization and categorization of their departmental records to determine retention and disposition schedule using the Confidential General Records Schedule and Confidential Records Retention Schedule NRRS 1441.1D.
• Assisted with the declassification of departing Confidential employees.

Confidential

Project Manager

Responsibilities:

• Served as Senior Records Management Subject Matter Expert and Advisor to the Records Officer for the Federal Retirement Thrift Investment Board and Office of Resource Management. Recruited, hired and trained four (4) Records Specialist.
• Provided technical and administrative management support, assuring all contact deliverables met the quality standards identified in the Task Order.
• Identified areas where new policies and procedures were required; and made recommendations to the Records and Documents Management (RDM) staff.
• Reviewed processes and procedures for providing timely responses managing multiple inquiries, expediting misdirected requests, decreasing back-log requests, establishing uniformed procedures (tracking and billing), establishing customer satisfaction metrics, planning and implementing training plans, preparing directives, business plans, and any other methods that would improve the directive processes.
• Reviewed, identified and reconciled any discrepancies on financial reports pertaining to the contract.
• Planned, organized, and controlled assigned tasks and safeguarded contractual obligations as it related to document research, document pagination, microfiche and microfilm transfer to electronic format, capturing data, scanning, and indexing documents electronically for program offices within the Federal Retirement Thrift Investment Board.
• Managed numerous concurrent special projects, simultaneous tracking of deliverables and coordination efforts.
• Evaluated work plans, monitored work progress, identified delays, determined required changes, and aided in the completion of work assignments.
• Served as primary client liaison with sub-contractors, technical experts and government personnel on records management practices.
• Provided the necessary level of professional and technical support required to facilitate the overall objectives of RDM.
• Provided guidance on transferring documents and records in all media formats via Electronic Records Archiving (ERA).
• Researched and analyzed Thrift Savings Plan policies and procedures as well as federal laws that have an impact on the RDM program and provided recommendations to the Records Officer.
• Provided analysis and assessment support relative to the impact of proposed changes to records management policies. Incorporated approved processes into the appropriate Records Management Procedures manuals.
• Delivered records management training (basic, intermediate and advanced) to staff at varying levels, to include senior management teams.

Confidential

Senior Records Management Analyst

Responsibilities:

• Severed as Senior Records Management Analyst providing in-depth knowledge and support to the Records Officer for the Confidential, Office of Environmental Management.
• Provided expert analysis and evaluation of policies and procedures.
• Provided records retention and disposition schedules for records in all formats and media.
• Responsible for facilitating the transfer of records to the Washington National Records Center (WNRC) according to established standards including the review and approval of hardcopy SF 135s and creation of the electronic SF 135 in Archives and Records Center Information System (ARCIS).
• Served as lead liaison with the WNRC for records transfer.
• Scheduled meetings for all employees; escorted visitors to staff members' offices and provided hospitality service arrangements, as requested by staff.
• Managed the MS WORD master listing of records maintained at National Archives and Records Administration ( Confidential ) and WNRC.
• Provided extensive guidance and assistance to all Office of Environmental Management staff and Senior Management relative to the full records management life cycle.
• Developed records schedule, identified vital records, and created and updated agency file plans.
• Maintained Records Management Standard Operation Procedures (SOP) as it relates to the paper reduction/digital conversion activities.

Confidential

Records Management Subject Matter Expert

Responsibilities:

• Served as a Principal Consultant and Advisor to the Records Officer for the US Department of Health and Human Services, Substance Abuse and Mental Health Services Administration (SAMHSA) as it relates to the SAMHSA Paper Reduction efforts involving digital conversion, file inventory assessment, file plans, records scheduling, and transfer and retrieval of records.
• Facilitated the transfer of records to the Washington National Records Centre (WNRC) according to established standards including the review and approval of hardcopy SF-135s and creation of the electronic SF-135 in Archives and Records Center Information System (ARCIS).
• Provided expert analysis and evaluation of policies and procedures.
• Conducted time sensitive analysis and Quality Control assessments of imaged documents upon release into SharePoint and prepared comprehensive EXCEL spreadsheet reports of findings.
• Served as primary coordinator for SAMHSA Building Logistics Branch for transferring hardcopy and electronic scheduled records and/or documents to Confidential monthly.
• Provided extensive guidance and assistance to all SAMHSA Centers/Offices staff and Senior Management in the full records management life cycle, developed records schedules, identified vital records, and created and updated agency file plans.
• Maintained Personally Identifiable Information (PII); and developed procedures for transmittal or retrieval of records and application for the General Records Schedule.
• Analyzed and evaluated proper management practices and methods of operations.
• Created and maintained relevant tracking logs, such as accessions and disposition logs for records located at off-site storage.
• Provided written recommendations for record keeping systems that incorporated records management functions for the records management lifecycle of hardcopy and electronic records.
• Served as a liaison with the WNRC for records transfer.
• Managed the master listing of SAMHSA records maintained at Confidential and WNRC.
• Provided files management oversight and guidance to seventeen (17) HHS Record Liaison Officers (RLOs).
• Analysed agency problems, issues and challenges, and provided corrective action to the Records Officer that reflected sound judgment.
• Implemented plans, policies and procedures to ensure proper notification of federal records guidelines.
• Responded to queries, conducted research, compiled data and prepared complex administrative reports as requested.
• Facilitated internal and external meetings as requested.
• Coordinated, facilitated and participated in the records management clean-up projects.
• Developed and maintained Records Management Standard Operation Procedures (SOP) as it relates to paper reduction/digital conversion activities.

Confidential

Records Management Subject Matter Expert & Project Manager

Responsibilities:

• Severed as Senior Records Management Subject Matter Expert and Project Manager, providing in-depth knowledge of the Federal Records Act National Archives and Records Administration ( Confidential ), Washington National Records Centre (WNRC).
• Served as Project Manager/Principal Consultant and Advisor for the destruction of the Tobacco Industry Litigation Freeze.
• Documented files for the US Department of Education Office of Management Privacy, Information and Records Management Services (PIRMS).
• Managed and Maintained $850,430.00 budget for the Department of Education Tobacco Industry Litigation Freeze project.
• Assisted in establishing US Department of Education Office of Management Privacy, Information and Records Management Services (PIRMS) vital records program, including the inventory of records, development of preservation options, and communication and training of staff and Senior Management in vital records policies, processes, and procedures.
• Developed and implemented records retention schedules for common formats or media, including all varieties of electronic records.
• Reviewed business processes and recommended improvements to processes to support business activities and to ensure compliance with records and information management requirements.
• Provided input in developing and modifying electronic records management repository to meet end-user needs while ensuring compliance with records and information management requirements.
• Provided expert advice and consultation to staff to ensure that records creation, maintenance, and disposition were in accordance with relevant guidelines and legal.
• Provided expert advice, guidance, technical assistance, and training to US Department of Education Office of Management Privacy, Information and Records Management Services (PIRMS) Senior Management in the development and implementation agency-wide records processes.
• Conducted records inventories, analyzed and categorized records for records retention schedules, and submitted SF-115s and SF-135s to Confidential for approval.
• Prepared professional quality fact sheets, presentations, brochures, and training material.
• Integrated records management policies and requirements into electronic recordkeeping systems.
• Worked with individual departments in the identification of vital records, recommendation of proper procedures/equipment for protection for vital records in the office environment, and established of rotation procedures, for both in-house and offsite storage.
• Prepared meeting agendas supplied advance materials and executed follow-up for meeting and conferences.

Confidential

Records Management Expert & Project Manager

Responsibilities:

• Performed analyses of records management policies and practices and provided ongoing support to the Office of Foreign Assets.
• Assured consistency of all Office of Foreign Assets and Control Sanction Records Management policies, practices, legal compliance and audit requirements.
• Researched new programs, regulations, and methods pertaining to records management.
• Recommended for changes within the records department and throughout OFAC where applicable.
• Performed departmental records inventories to include records management audits, final records disposition, and retirement and destruction of all Office of Foreign Assets and Control Sanction Documents, while adhering to all National Archived ( Confidential ), federal and state legal requirements.
• Organized and directed the development and implementation of electronic records throughout its lifecycle, to include IT governance and maintenance, in the Records Center using Microsoft SharePoint 2010.
• Developed and presented plans of actions to address the challenges associated with the inventory of large data sets, evolution of electronic records technology, and collections. Recommended several process improvements plans for data-sharing.
• Created structured electronic file lists organized by controlled language terms for metadata and taxonomy use.
• Participated in numerous data calls with the Office of Foreign Assets and Control Sanction and its member agencies to discuss building a comprehensive data inventory, prioritizing the data gaps, avoiding duplication of the data, reducing the regulatory burden, and utilizing the existing data sources.
• Advised the Office of Foreign Assets and Control Sanction staff of the proper usage of the Treasury’s Records and Information Management policies and procedures and coordinated the completion of the web-based internal training program.
• Recommended and implemented improvements of electronic records systems/repositories for OFAC DoD 5015.2 compliance.
• Alfresco document Enterprise Content Management (ECM) repository to managing all formats of content across document management, web content management, emails, and imaging repositories.
• Assisted in meeting legal requirements faster and more cost effectively.
• Reviewed and updated the Office of Foreign Assets and Control Sanction disaster recovery plan.

Confidential

Documents Manager

Responsibilities:

• Performed and oversaw management functions of the Confidential Acquisition & Program Management Branch Document Management system.
• Provide administrative support to the Program Management Branch and five department directors. Answered telephones; and promptly and courteously assist clients and employees throughout the organization. Maintained calendars; coordinated extensive appointments, meetings and domestic/international travel.
• Generated and updated Document Management processes, procedures, tools and training materials.
• Circulated Confidential Document Management and Configuration Management processes.
• Monitored and reported team progress and communicate risk/issues to government sponsors.
• Interfaced daily with Confidential Acquisition & Program Management Branch senior management, users, specialist, analysts, programmers and operational personnel to obtain background information on related technologies, methods, and standards.
• Maintained records, archives and files of documents based on organizational retention schedules.
• Reviewed technical materials and recommend revisions or changes in the scope, format, content and methods of reproduction and binding.
• Coordinated typing, duplication, and distribution of materials.
• Assessed data grouping (configuration item selection criteria) to determine correct level of data/document decomposition, tracking and change controls prior to final configuration of item assignment and tagging.
• Formulated and assigned Configuration Identification tags in accordance with the Confidential Configuration Item Naming Convention/Tagging Standards and Confidential Branding and Style Guide.
• Applied file naming conventions to items posted to the Confidential Controlled Document cabinets.
• Created and generated ad hoc and scheduled reports for the Confidential organization.
• Assisted and oversaw team use during Freedom of Information Act (FOIA) and Government Accountability Office GAO data calls.

Confidential

Documents Administrator

Responsibilities:

• Served as a Principal Consultant for Agusta-Westland-Bell, VH-71 Presidential Helicopter project.
• Tracked various forms of data created by, received by, and delivered to and from Agusta-Westland-Bell for the VH-71 Presidential Helicopter Program Office.
• Ensured that all documents flowed in an expeditious manner within the confines of applicable regulations and procedures to appropriate personnel.
• Managed web-based content management systems to archive, perform version control, query and retrieve documents collected and used throughout the enterprise functions and programs.
• Responded to ad hoc queries for data transfer records and requests making independent assessments of multiple procedures.
• Collected data from multiple internal and external sources including web-based collaborative environments.
• Reviewed data for International Traffic in Arm Regulations (ITAR) export, Arms Export Control Acts compliance and granted and updated rights, with the appropriate markings.
• Archived data in a rigorously controlled content management system.
• Participated in continuous process improvement efforts to increase enterprise work efficiency, while meeting the customer expectations and conformance with Quality Assurance requirements.
• Prepared and delivered status reports and Powder Point presentations to corporate and program management.
• Processed monthly expense reports, linking supporting documents and budget code indexes.

Confidential

Records Evaluation Manager

Responsibilities:

• Served as the Manager of Records Evaluation for the Confidential managing ten (10) Records Evaluators.
• Served as hiring official and coordinated job duties, training.
• Supervised employees, and provided regular communication relative to job performance, evaluations, and employee development.
• Developed and revised records management policies and procedures for the department and the National Council.
• Provided support in fulfilling the Council Records Services Department and consistent outstanding service to students, architectural interns, registered architects, and Member Boards in all matters relating to the National Council of Architectural Registration Board requirements
• Delivered administrative, customer service, and quality assurance support for all Council Record evaluation services for architects registered in the United States and Canada
• Directed the Member Boards and Canadian provincial associations in understanding the Confidential Certification Requirements, the Record evaluation process, the transmittal of certified and uncertified Records.
• Assured that all Inter Development Program (IDP) Council Records were evaluated within fifteen (15) days of compilation/posting, without substantive errors.
• Responded to written and electronic correspondence within five days from receipt; and responded to phone calls within 24 hours of receipt.
• Reviewed and monitored incoming forms daily, related to Council Records, i.e., applications, transcripts, employment verification forms, training units and, if required, prepare forms for data entry and returned unfavourable references.
• Performed ‘QA’ function, including research and/or production processing to ensure daily processing goals were met.
• Communicated with participants and Confidential staff for additional and/or missing information and documentation found in ApplicationX Workflow and CIS (Customer Information System).
• Communicated promptly with applicants, Member Boards and Canadian provincial association in all matters related to IDP Record transmittal requirements and Council Records procedures.
• Developed and revised records management policies and procedures for the department and the National Council.

Confidential

Records and Information Manager

Responsibilities:

• Directly responsible for the successful organization, management, and leadership of docket collections projects within the United States Environmental Protection Agency Docket Centre.
• Managed nine (9) Information Managers, and educated staff on the proper organization of dockets and special collections according to the docket or collection filing structure and numbering systems
• Identified non-paper records that were in of need of special storage.
• Supervised staff in managing the docket centres group e-mail boxes for mass mail campaigns.
• Trained new and current employees on the electric docket system (EDOCKET/FDMS), evaluating and monitoring the progress and stages of each docket.
• Conducted daily audit of the dockets and collections to ensure compliance and proper performance levels.
• Established and supervised the establishment of all dockets within the collection and automated environment according to the Statement of Work requirements.
• Received, processed and supervised the daily receipt of all Environmental Protection Agency employees, patrons, public comments and supporting documents not limited to photocopying, microfiche duplication or CD burning, mail services (electronic and/or hardcopies).
• Checked and published the US Federal Register publishing rulemaking dockets daily for public viewing daily.
• Assisted public users and Environmental Protection Agency employees on the proper use of the EDOCKET/FDMS system; assuring compliance with all federal and state laws.
• Maintained close contact with Environmental Protection Agency Registration Writers, Lawyers, and Project Officers and provided assistance to assure availability of necessary information in a timely manner.
• Recommended changes and/or improvements to said information, if applicable.