Senior Records Manager with 45 Years Federal RM Experience

BOB STORER, Senior Records Manager SME II

***** ******* **** *****, ********** Md 20874

CAREER HISTORY

HeiTech Services, LLC, Landover, MD

Senior Records Manager

**/**** – Present

Client: Administration of Children and Families, Senior Records Manager SME II (01/2023 – Present)

Responsibilities

●Develop and update ACF file plans and related records management policies, including:

oACF TECH File Plan

oACF Litigation Hold Policy

oSF 115 Submission Policy

oDeparting Officials Policy

oACF Scanning Process

oACF Records Management Inventory Policy

●Create and revise records retention schedules for multiple programs and offices (OASIS, Children’s Bureau, TANF, Office of Community Support).

●Provide subject matter expertise to government-wide working groups and internal stakeholders.

●Support electronic records management readiness by assessing the capabilities of current and planned information systems.

●Draft new policies, directives, and memorandums to govern creation, storage, and disposal of agency information assets.

●Conduct office visits, records reviews, and litigation hold processing.

●Deliver records management training and presentations to agency leadership, regional staff, and records liaisons.

●Respond to customer assistance requests from ACF offices and directorates.

Accomplishments

●Created the ACF File Plan and updated multiple key records management policies and processes.

●Submitted four new records schedules to the National Archives and Records Administration (NARA).

●Transferred 129 GB of electronic records to NARA.

●Initiated 10 paper accessions to NARA.

●Reviewed and processed eight litigation holds.

●Conducted 20 office visits and reviewed 10.9 million pages of paper records.

●Provided expertise to six government-wide working groups on records management policies and best practices.

●Presented Records Management Overview to Regional Executive Officers in Regions 4, 5, and 8, as well as 45 records liaisons.

●Responded to 800 customer assistance requests, improving responsiveness and service delivery.

●Initiated critical feedback on multiple HHS draft policies and identified deficiencies in ORR Records Management policy.

●Delivered actionable recommendations to enhance agency electronic records management capabilities.

Capital Advisors on Technology, Remote

Senior Records Information Advisor

04/2020 – 10/2023

●Created the ACF File Plan and updated critical records management policies, including the ACF TECH File Plan, Litigation Hold Policy, SF 115 Submission Policy, Departing Officials Policy, Scanning Process, and Records Management Inventory Policy.

●Developed new retention schedules for multiple program areas, including OASIS, Children’s Bureau, TANF, and Office of Community Support, ensuring compliance with NARA requirements.

●Submitted four new records schedules and successfully transferred 129 GB of electronic records to NARA; initiated six paper accessions and reviewed 10.9 million pages of paper records for preservation or disposition.

●Reviewed and processed eight litigation holds in coordination with legal and compliance teams.

●Provided subject matter expertise to six government-wide working groups, contributing to the development of policies and best practices in records management.

●Delivered Records Management Overview training to Regional Executive Officers in Regions 4, 5, and 8, as well as 45 records liaisons, improving agency-wide compliance and understanding of RM procedures.

●Responded to over 800 customer assistance requests from ACF offices and directorates, providing guidance on records retention, disposition, and compliance.

●Conducted policy analysis and initiated critical comments on HHS and ORR draft records management policies, identifying deficiencies and recommending corrective actions.

●Supported agency readiness for electronic records management by analyzing the capabilities of current and planned information systems, identifying gaps, and recommending future steps for compliance and efficiency.

HHS/HRSA, Rockville, MD

Records Officer

07/2013 – 09/2016

●Directed HRSA’s enterprise-wide transformation from paper to electronic records, integrating RM procedures into enterprise systems, project lifecycle processes, and contract clearance workflows.

●Served as Contract Technical Representative for a 3-FTE Records Management contract and managed team budgets.

●Developed and maintained HRSA Records Policy and Procedures; revised the Agency Records Management Manual; updated record schedules, reducing duplicative schedules by 90%.

●Oversaw records lifecycle management, including creation, digitization, storage, retention, destruction, FOIA searches, and legal holds.

●Established performance metrics to monitor program success and identify improvement areas.

●Conducted agency-wide staff assistance visits, managing the disposition of 130M paper pages (28% digitized, 56% destroyed, 16% transferred to NARA).

●Delivered training, policy certification, and compliance audits for Records Liaisons across the agency.

●Collaborated with legal, privacy, and IT teams to implement RM best practices, policies, and technology solutions (e.g., Trim, Documentum, Alfresco, SharePoint, GimmalSoft).

●Responded to internal audit requests and developed corrective action plans for RM-related findings.

●Created and executed a RM communication plan, including SharePoint content updates and quarterly newsletters.

Washington Headquarters Office, Alexandria, VA

OSD Records Administrator/Chief, Records and Declassification Division

11/2005 – 06/2016

●Directed Records and Information Management (RIM) and Declassification programs for the Office of the Secretary of Defense (OSD), Washington Headquarters Service, and subordinate components (DARPA, DTSA, TMA, etc.).

●Led enterprise-wide transition from paper to electronic recordkeeping, eliminating on/off-site paper storage and implementing modern RIM technologies.

●Partnered with components to define business requirements, automate RM processes, and enhance records repository management.

●Managed and mentored RIM and declassification staff; defined core competencies and created a skills assessment tool to evaluate expertise and effectiveness.

●Oversaw compliance activities for lifecycle management of mission and administrative records across all formats.

●Developed and maintained OSD records policy and retention schedules; conducted legal research to ensure alignment with retention requirements.

●Automated the records departure process for contractors and government officials.

●Established strategic vision and governance framework for enterprise data management, increasing efficiency and operational effectiveness.

●Communicated RIM vision and principles OSD-wide through proposals, project plans, reports, and targeted stakeholder engagement.

Washington Headquarters Branch, Arlington, VA

Chief, Records and Historical Branch

11/2000 – 11/2005

●Served as the primary focal point and principal liaison for the planning, implementation, and execution of the Automatic, Systematic, and Mandatory Declassification Review Programs in accordance with Executive Order 12958.

●Directed planning, strategic direction, and timely execution of declassification programs for OSD, WHS, and DoD Components under OSD’s purview.

●Established innovative policies and procedures that reduced costs, increased production, and standardized operations across all program areas.

●Exercised discretionary authority to approve allocation and distribution of funds within the Division’s budget to accomplish mission objectives.

●Managed, oversaw, and conducted financial planning for a multimillion-dollar contract employing over 45 contractor personnel.

●Directed the operation of a historical research program, enabling historians and other researchers to access OSD classified documents.

U.S. Army Records and Declassification Agency, Arlington, VA

Operations Officer

10/1997 – 11/2000

●Developed declassification policies and procedures for reviewing Department of the Army permanent historical records under Executive Order 12958.

●Served as the final declassification authority for Army records and as the Activity expert on Executive Branch declassification procedures, national laws, and regulatory guidelines.

●Ensured Army security interests were accurately identified and appropriately exempted during the declassification process.

●Provided processing changes and exemption recommendations to senior civilian leadership.

●Oversaw the Activity’s mandatory declassification program, ensuring compliance and efficiency.

●Delivered declassification guidance to a workforce of 125 employees.

●Conducted training on FOIA, the Privacy Act, and Executive Order 12958 requirements.

U.S. Army Gulf War Declassification Project, Falls Church, VA

Senior Declassification Analyst

10/1996 – 10/1997

●Responded to urgent, short-fuse declassification requests from DoD agencies.

●Conducted final review of all mandatory declassification actions prior to public release on the Internet.

●Developed declassification policies and procedures for reviewing U.S. Army Gulf War health-related operational records.

●Provided guidance to 35 employees on identifying non-releasable redacted information and coordinating with national-level intelligence agencies.

●Ensured Army security interests in Gulf War records were accurately identified and safeguarded.

●Conducted records searches and declassification reviews; coordinated document release processes.

●Supplied information to the DoD Gulf War Illness program to support research on the causes of Gulf War Illness and validate Post-Traumatic Stress Disorder (PTSD) cases.

U.S. Army Intelligence and Security Command, Fort Meade, MD

Operations Officer (GS-13)

10/1989 – 10/1996

●Conducted final review for release or denial of sensitive intelligence information in response to Freedom of Information Act (FOIA) and Privacy Act requests.

●Supervised mandatory declassification reviews to determine if security classification was warranted to protect national security interests.

●Coordinated FOIA and Privacy Act policy recommendations with the Army General Counsel.

●Served on the Deputy Chief of Staff Task Force for implementing Executive Order 12958 across the Army.

●Represented the Army for the JFK Assassination Records, Human Experimentation, and Noriega Trial cases.

●Trained 26 government personnel on intelligence activities and FOIA exemptions.

EDUCATION

NY Regent University, Virginia Beach, VA

B.S., Business

1998

CERTIFICATION & TRAINING

●National Archives Archivist Award

●Civilian Meritorious Service Award

●Outstanding Leadership Award Army Staff Management College

●Career Achievement Letter from National Archives

●Outstanding Action Officer US Army Intelligence Command

●Appreciation Letters from five Secretaries of Defense

CLEARANCE

●Public Trust, Active

SKILLS

●Records and Information Management (RIM) (45 years)

●Electronic Records Management (ERM) (30 years)

●Paper-to-Electronic Records Transformation (30 years)

●Records Retention Scheduling (45 years)

●Declassification Review and Policy (30 years)

●FOIA and Privacy Act Processing (35 years)

●Federal Records Compliance (NARA, M-19-21, M-23-07, EO 12958) (45 years)

●Policy and Procedure Development (45 years)

●Program and Contract Management (35 years)

●Budget Oversight (30 years)

●Staff Supervision and Mentoring (40 years)

●Compliance Audits and Quality Control (40 years)

●Training and Stakeholder Outreach (45 years)

●Records Process Automation (35 years)

●Enterprise Content Management Systems (25 years)

●Historical Records Research (45 years)

●Litigation and Congressional Inquiry Support (40 years)

●SharePoint and Collaboration Tools (30 years)

●Documentum, Trim, Alfresco, Mark Logic, Feith, EnCase E-Discovery, AINS E-Discovery, Gimmal Soft Compliance Suite (35 years)

●Microsoft Office Suite (40 years)

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