Information Management Lead

Aldo S. Morris

***** ********** **.

Waldorf, MD 20603

Cell: 301-***-****

Email: ******@*******.***

• Microsoft Windows Professional and XP / Word, Access, Excel, PowerPoint, Acrobat Adobe

• Word Perfect 5.1,Windows NT/Server 2000, Novell

• Database Management / Documentum

• NARA Certification Training/ERA Submission

• Information Management

• Lotus Notes 123/ Microsoft Outlook

• SharePoint 2010/2013

• Visio

• Network Security detection and prevention

WORK EXPERIENCE

Windward Inc. – U.S. Department of Agriculture 40 hours week

Washington DC

Records Information Manager

April 2013 to Present

Serving as the subject matter expert to the International Technology Service (ITS) branch of the

Office of Chief Information Officer (OCIO) my tasks include successfully creating the records

management policy and developing the electronic file plan and records schedule to support all

agency functions related to electronic recordkeeping.

Evaluated component information systems and consults with IT staff and project teams to plan

and coordinate agency-wide electronic recordkeeping by defining the project scope, requirements,

and deliverables. Identify stakeholders and works closely with IT staffs to troubleshoot and

resolve problems related to electronic records. Oversees and monitors system usage. Consulted

with system users and customers to ensure documents are properly profiled. Identifies standards

for change management and controls the change process by reviewing configuration change

requests. I would participate in SharePoint collaboration site development and systems testing

and provided system support and daily file plan maintenance and coordination with IT staffs.

I ensured that appropriate electronic recordkeeping training and documentation was developed

and made available to employees using SharePoint. Oversaw or assisted in records management

training and provided expert advice and guidance on broad projects and programs with agency

impact. I provided guidance that required extensive interpretation for many different and

unrelated program processes and methods, such as interpretations of original legislative or

judicial intent and advice on revisions to existing policies and programs to meet requirements.

Recommended and developed long-range program plans, goals, objectives, and milestones,

which serve as the basis for substantive changes in the organization and administration of

programs affecting large numbers of federal employees and contractors.

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Diamond Solutions Inc. – Food and Drug Administration

Rockville, Md [Short term contract]

Senior Records Manager

December 2012 to March 2013 40 hours week

I served as a Senior Records Manager performing a variety of technical and analytical functions

related to Records and Information Management (RIM). This included scheduling and disposition,

storage, file of all records regardless of media and database management, and serving as a

technical monitor for electronic storage drives and folders.

Advises and assists directorate business units and managers/office personnel on agency records

and information management standards, policies and procedures as they relate to electronic

records. Ensures that all records keeping system is in compliance with the agency Records

Retention Schedule and any regulatory mandates relating to the particular area of directorate

business.

My task also includes participating as an Electronic Records Lead subject matter expert in

systems development projects that involve the use of electronic document management systems.

Conducts and/or participates in studies of file and electronic recordkeeping activities to evaluate

and improve records and information processes, also participates with Legal Division personnel to

execute preservation directives and legal holds along with FOIA request.

Chickasaw Nation Industries - Department of Energy

Washington, DC

Information and Records Management Lead

January 2012 to September 2012 40 hours per week

Serve as the Information Records Management Lead that supports the Office of the Chief

Information Officer (OCIO) and the Agency Records Officer at the Department of Energy (DOE).

Working as the IT Records Management Lead one of my responsibilities is to providing accurate

and timely policy guidance, effective and efficient implementation support services, and training

for all aspects of record management while being fully compliant with federal statutes, Executive

Orders and regulations. Working as the IT Records Management Lead, I supported the OCIO in

the development of the customer records management program and associated administrative

and technical support.

Working with the Agency Records Officer lead the records management contractor support teams

that created and implemented the current Department of Energy Records and Vital Records

policies and developed and executed the current training program which will be implement

uniformly across the organization.

Assist with the inventory, development, and coordination process for an electronic records control

system which includes SharePoint 2010 and the development of an online record keeping

requirement and records management application and also assist with the identification,

description, and processing of legacy records as needed

Developed file plans for various customer components by conducting surveys of records, both

paper and electronic, inventory, and database management and process information for archiving

in drafting records control schedules. Reviewing records relating to various topics and/or

business areas to insure adequate and proper documentation, classification markings, drafting

records management policies and procedures. Implement records management

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policies. Analyze policy requirements and also and writes reports, and presents findings to the

federal client.

InfoReliance - National Nuclear Security Administration

Washington, DC

Lead Records Analyst

March 2011 to Jan. 2012 45 hours per week

Serve as a consultant and technical advisor to the senior officials on all matters related to the

management of NNSA records, including electronic media, vital and historical records.

Lead and directed the NNSA program and the creation, management, protection, maintenance

and disposition of records Due to my contribution, this has lead to the promulgated of policies and

procedures and lead the establishment of training requirements and has ensured that training is

made available to all NNSA personnel via Computer Based Training and Course room training

that was created to be issued based on the position and the organizational need.

Developed a NNSA Training Plan, Training brochure and developed a Lesson Plan and

Curriculum on Records and Information Management where none existed previously.

Assisted the Records Officer with the establishment of record-keeping requirements and policy for

the NNSA. The development of the records disposition schedules currently in use now which was

approved by the DOE and NARA.

Addressed challenges posed by electronic records by planning and conducting analytical studies

and leading projects and workgroups to evaluate and recommend new methods, systems, policy

and controls to improve the effectiveness and efficiency of and controls to improve the

effectiveness and efficiency of electronic records management, with particular emphasis on web

and email records.

Created criteria and innovative qualitative and qualitative analytical techniques which assessed

Records management Programs across the NNSA complex to be based on a three-year cycle.

Developed a Vital Records and Training Plan, records pamphlet and have encompass my skills to

developed a lesson plan with curriculum to be used as guidance to ensure that NNSA Federal

employees /First line Supervisors and Managers and contractor are current with NARA Approved

guidelines. I have developed a training pamphlet to be disturbed to NNSA employees.

TRAX International - National Aeronautics and Space Administration

Washington, DC

Records Analyst Lead

November 2009 to March 2011 45 hours per week

Records Management Specialist, (Team Lead) in the Office of Information and Communication

Division of NASA Headquarters under the direction of the Chief Information Office. As Records

Management Specialist. I enhanced the NASA Headquarters Record Management Program by;

development, creation and implementation of the records management system for NASA

Headquarters which is intended to standardize the old Agency filing System, organizing and

retrieval of records, reports and analysis which are required by senior management.

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Utilized my experience and expertise to facilitate the maintenance and implementation of an

efficient records management system..Maintained an hands-on approach to managing the

Records Management function to ensure that office programs, contracts, logistics, human

resources and staffing organizations are supported and follow records collection and validation

procedures.

Served as the records management subject matter expert and internal consultant on all records

management issues. Trained senior management team members and staff in records

management, collection and systems techniques, processes and standardization. Ensure

consistent records management processes across functional organizations and locations,

including identifying and developing records management tools, controls, policies and processes

for continuous improvement.

Interfaced with Information Technology stakeholders to develop long term record management

solutions by implementing and integrating innovative approaches and best practices in records

management to enhance the agencies records management program and responsiveness to

contractual, legal, logistics, regulatory and human resource records management requirements.

Establishing records management effectiveness, reviews, assessments and coordinate monitoring

the test results, and assist management with evaluations to the effectiveness of the records

management system.

Conducted reviews of contractual and regulatory records management qualifications and

requirements and organize the records management appropriately to support all aspects of

applicable contractual and regulatory deliverables and reports and file plans. Ensure compliance

of noncompliance organizations and ensure completion of a Corrective Action Plan and

communicate via correspondence and meetings with senior management.

I coordinated the Continuity of Operations Plans (COOP) and Continuity of Government (COG)

program management activities for NASA HQ and control secure information in the Sensitive

Compartmented Information Facility (SCIF) of ITCD.

ASRC Management Services - Environmental Protection Agency

Washington D.C.

Records Management Specialist III

October 2006-Nov 2009 45 hours per week

Implemented records management policies such as file plans and retention schedules. I assign

bar coded SDMS (Super Fund Document Management System) document identification numbers

to each document, this is done electronically. Maintained the OSRTI Management Records

Spread Sheet. Prepared records to be sent to the Federal Records Center (FRC) to be stored

and would perform Phase I or equivalent indexing only for electronic records and developmental

Meta pages, (document components and relationships) for each document. Performed Phase II

indexing from the images (PDF’s). Update archive tracking system. I index documents according

to the procedures outlined in the SDMS Standard Operating Procedures (SDMS-SOP), capturing

data as required to fill in each indexing field in SDMS, although even full indexing of this type will,

95% of the time, be for 5 - 8 fields rather than the nearly 30 documents in SDMS. I accomplished

indexing using the document images whenever possible. When the phrase “Phase 1 indexing or

equivalent” is used in this Task Order or deliverable, it is always refers to the fact that additional

indexing profiles will be developed according to the natures of the documents / collections being

characterized by indices. In nearly every imaginable case these indices I either use a subset of

the SDMS master index or a reduced set of fields that is for me to determine. I fully index and

QA/QC documents within 10 working days of scanning (paper) or migration

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(digital/electronic/converted images) into SDMS.I perform Phase 2 indexing on documents

scanned to the document-level equivalent of 45,000 pages per month. When applicable,

document relationships shall be depicted using the Metapage creation utility in SDMS.

Prepared records to be retired and transported to the Federal Records Center for Storage, by

completing SF 135’s. Notified EPA employees what constitutes a record and what is suitable to be

entered into the SDMS System and I constantly keep the Project Manager informed of the status

of documents or problems being entered into the SDMS, which would need my immediate

attention.

Coordinated and direct the accomplishment of all functions comprising the assigned mission of

the organization, encompassing difficult and diverse functions or issues that affect critical aspects

of the major programs of EPA. As an expert on long-range planning, recommends and

participates in developing strategies for implementing planning for a major office or program.

Established short- and long-range goals of the organization, develops detailed plans for

implementing them, and oversees implementation of the goals in subordinate organizations.

Determine if adjustments or changes in objectives or emphasis are needed in organization

functions. Recommends and/or puts into action organizational or process changes, also

participates in the formulation, promulgation and maintenance of agency policies, objectives and

strategic plans relating to records management.

Identified procedures and methodologies that has improve the effectiveness and efficiency in the

life cycle management (creation, retention, maintenance, processing, use, access, release,

safeguarding, declassification, final disposition) of EPA records and documentation.

Determined the need for written policies and procedures designates contractor support staff to

develop policy and procedural documents, and reviews and approves them upon completion.

Conducts periodic and comprehensive evaluations of ongoing functions to ensure that the

organization meets its stated goals, and identifies areas where operational efficiency can be

enhanced.

Directed the capture, reporting, and analysis of statistical data relating to the organization's

operations and directs or personally performs special studies or projects. Prepared and

contributed to reports and other presentations on program planning and evaluation. Assisted

agency program/records managers and EPA staff in proper disposition of records, including

developing new and revising existing records schedules; retiring noncurrent records to agency

staging and holding areas or to Federal Records Center (FRC); transferring permanent records to

the National Archives and ensuring appropriate disposal of temporary records.

Planned and developed long-range objectives and milestones for IT projects that involve

substantive, mission-oriented programs, such as projects implementing enterprise-level

applications and/or changes to IT infrastructure to meet an agency's modified business processes.

Participate in managing electronic records projects with high complexity or risk, such as agency-

wide system integrations that include large-scale enterprise resource planning.

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ASRC Aero Space Corporation - Environmental Protection Agency

Washington D.C.

Records Management Specialist II

October 2004-October 2006 40 hours per week

Received, identified, classified, and screened incoming docket records for evidence of

Confidential Business Information (CBI) and. Prep documents for scanning. Make sure staples,

rubber bands, and paper clips are removed before scanning. Complied with document preparation

standards listed in the SOP. Scan documents into PDFs using Adobe and the directions provided

in SOP.

Perform image quality assurance on scanned images daily, check to see that each image is

properly identified, complete, legible, and aligned. QA (Quality Assurance) check all documents

scanned within 24 hours of imaging.

Provided an accurate number of records and pages scanned on a monthly basis. Kept

appropriate Docket Checklist and Project Tracking spreadsheets accurate and up- to- date.

Performed docket and searches in the EDOCKET system (basic and advanced). Enter Metadata

into EDOCKET Records in accordance with Docket Center guidelines. Make corrections on

rejected records as necessary. Ensured there were no Copyrighted material in the EDOCKET

system. Notifying EPA employees what constitutes a record and what is suitable to be entered

into the SDMS System.

ASRC Aero Space Corporation - Environmental Protection Agency

Washington D.C.

Information Systems Specialist II / Task Order Manager (TOM)

March 2004 - October 2004 45 hours per week

Maintained the daily maintenance of the Library holdings. Contacting borrowers with overdue

items and arranging either for the return or renewal of those items. Answer reference questions

from walk-in patrons as well as by phone, and e-mail from sources such as manual indexes and

online databases such as Lexis-Nexis, Westlaw and Hein-Online from the Internet. Handle all

Interlibrary Loans requests by requesting materials for OGC staff from other libraries as directed

by the Law Librarian using OCLC system to identify local libraries holding the requested materials,

arrange for messenger pickup and/or delivery, track items, and ensure that OGC staff returns

materials on time to Law Library.

Responding under the direction of the Law Librarian, to request from other libraries for the loan of

Law Library materials and prepare materials for loan. Open and sort all mail and route non-

subscription items to the Law Librarian.

Performed case updates for OGC attorneys by accessing the Public Access to Court Records

database and e-mailing whatever information is posted by the Courts.

Maintained loose-leaf filing for subscriptions requiring periodic updating by removing and

discarding outdates material, including items with pocket parts and replacement volumes. Some

additions are made to certain volumes after outdated materials are removed

Prepared a monthly report containing statistics on the number of new items processed or added to

the collection, for that particular month.

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Provided enterprise-wide desktop solution and standards; desktop support services;

collaborations Services and tools including, but not limited to, telephones, cell phones, audio

conferencing, web conferencing, video conferencing and technology-rich conference room

design/build/support, supported under the ITS-EPA and ITS-ACT Agency –Wide contracts and

evaluates and recommends technology enhancements for end users across the Agency.

In collaboration with the The Enterprise Desktop Solutions Team and the Collaborations Solutions

Team, my duties included work that involves the planning and delivery of customer support

services, including installation, configuration, troubleshooting, customer assistance, and/or

training, in response to customer requirements. I did work that included, planning and scheduling

the installation of new or modified hardware and operating systems and applications software.

Managed systems resources including performance, capacity, availability, serviceability, and

recoverability; diagnosing and resolving problems in response to customer reported incidents;

Planning the installation or reinstallation process and coordinate with specialists in other functional

areas to resolve connectivity, compatibility, reliability, security, and related issues, researching,

evaluating, and providing feedback on problematic trends and patterns in customer support

requirements.

Developed and maintained problem tracking and resolution databases,

Installing, configuring, troubleshooting, and maintaining customer hardware and software,

developing and managing customer service performance requirements,

developing customer support policies, procedures, and standards. Providing customer training;

and/or ensuring the rigorous application of information security/information assurance policies,

principles, and practices in the delivery of customer support services. Applied new developments

to previously unsolvable problems; represent the customer support office in planning for the

installation and implementation of new systems, upgrade to a new system. Lead efforts to define

post-implementation support requirements, communicate complex technical requirements to non-

technical personnel, prepare and present briefings to senior management officials on

complex/controversial issues also. I have skill in applying, advanced IT principles, concepts,

methods, standards, and practices; strong communication skills, and the ability to manage

multiple priorities.

U. S. Federal Police -

Washington, D.C.

Capitol Hill Police Officer

January 1993 – June 1997 45 hours per week

• Perform law

enforcement work in providing for the security of the Capitol facilities and property.

• The prevention of

crime and apprehension of criminals.

• Enforcing the

criminal and motor vehicle laws of Washington, DC.

• Providing for the

safety and welfare of the Congress and its surrounding family.

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EDUCATION

Frank W. Ballou, HS

Washington, DC

Graduated - June 1987

Federal Law Enforcement Training Center

Graduated - January 1993

TESST College of Technology, Beltsville MD

Certification in Computer, Electronic, Telecommunications

Graduated - April 2003

Strayer University, Camp Springs, MD

Bachelor’s of Science Degree in Computer Information Systems

Graduated - December 2008

Clearance: Top Secret “Q” Clearance - (ACTIVE)

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Contact this candidate