OPM Releases Draft Occupational Series Guide for Federal Records Managers

    Jan 08, 2014

    On December 27, 2013, the U.S. Government’s Office of Personnel Management (OPM) released a draft position classification flysheet that establishes a formal records management occupational series within the federal government. OPM was directed to establish an occupational series for government records managers as part of an Executive Branch-wide effort to reform records management policies and practices.

    The proposed records management series includes “positions which manage, supervise, administer, lead, advise on, or perform records management work in a systematic, organized, planned and controlled manner in order to process or track agency records.” Government employees covered under the new occupational classification will be required to have knowledge of records management laws, regulations, rules, policies and procedures, and the principles and concepts of various phases of records management.

    “The flysheet proposes to establish an occupational series, consistently defining records management activities throughout the Federal Government,” said Kimberly Holden, OPM’s deputy associate director of recruitment and hiring, in a memorandum to human resources directors. “This is a part of the effort to reform records management roles, responsibilities, and skill sets. Over the years, the distinction between records management support work and specialist work has become more clearly defined and involves administrative functions, which is covered within this draft.”

    In July and August, OPM convened subject matter experts from throughout the government to participate in three focus group discussions about the duties and responsibilities appropriate for records management positions and how this work is performed throughout the federal government.

    OPM is asking all agencies to conduct a general review of the duties covered by the draft flysheet and provide feedback by Friday, February 7, 2014. Personal comments, as well as feedback from subject matter experts outside of the federal government, are also welcome. To view the request for comments, click HERE. To read the full position classification flysheet, click HERE.

    The Washington Policy Brief is an online advisory that contains brief summaries of recent legislative and regulatory issues that may affect the records and information management profession. Further information about the issue is accessed by clicking on the link provided at the end of each summary.


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