• Develop and maintain a records retention schedule for a governmental water utility, including finance, HR, engineering design and construction, water quality, customer service, etc. Using a big-bucket approach with a Function, Activity, Record Series structure.• Develop and implement policies and procedures for the creation, storage, retention and disposal of records in shared drives, SharePoint, and on- and off-site physical storage. • Create and deliver training concerning SharePoint, Records Management Basics, Using a Records Retention Schedule, Searching for Records in Iron Mountain, and others as requested.• SharePoint site collection administrator responsible for creating and maintaining a useful information infrastructure for all sections within the Finance Division.• Investigating third-party records management add-ons for SharePoint in order to implement true RM in SharePoint.• Committed to remodeling, then standardizing, out-of-date processes for Denver Water to create section-, division-, and institution-wide improvements while enforcing records management principles.• Trained in, and successfully deploying, Lean 6S methodology to eliminate waste and maximize value-added work through organizing for both flow and inventory control as well as establishing safe work areas.

• Identify, survey, and compose retention and disposition schedules for public records of Virginia state agencies and localities in compliance with federal, state, and professional regulations• Analyze current business processes in Virginia state agencies and localities, recommending adjustments that streamline procedures and conform with required state and federal public records laws• Serve as primary contact and advisor to over 200 records officers across the state concerning records retention, reformatting options, and technical solutions• Redesign and implement Basic and Intermediate Records presentations for delivery to state agency and locality staff• Design and present general and/or needs-specific Records Management training as requested across the state for diverse audiences • Participate in exploring Electronic Content Management solutions for use in agency, and potentially, state-wide

• Analyzed the business requirements of 120 circuit court clerks’ offices statewide pertinent to the organization and preservation of records, building security, and constituent needs • Designed and implemented both records processing standards and data entry system training programs, and produced accompanying instructional materials• Trained and advised more than 70 chancery records processing staff throughout Virginia ensuring the ongoing progress, quality, and consistency of work• Served as Design/Program Lead and System Administrator for a statewide SQL based data entry system and accompanying Web-based search engine used to index and retrieve chancery records information• Maintained stability for the SQL server and multiple computers, resolved system problems, installed all requisite hardware and software, and verified data integrity• Analyzed, arranged, indexed, and re-housed complex series of Virginia Circuit Court records from 17th to mid-20th centuries utilizing acquired and extensive knowledge of Virginia’s court system, records management, and archival practices

• Analyzed, arranged, and indexed 18th & 19th century court records • Composed finding guide describing all materials processed, records organization, and the potential for research in each series