Federal Government SharePoint + Records Management Consultants (2026)
NARA-aligned records schedules. Microsoft Purview retention labels. GCC / GCC High tenant delivery. Records officer alignment. Agency past performance including NARA + FRBNY + U.S. CIO 25-Point Plan contributor.
Last updated July 9, 2026 by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Federal SharePoint + records management is distinguished from commercial by seven requirements: NARA-aligned records schedules, Federal Records Act compliance, ERMF alignment, 36 CFR §1236, Presidential Records Act (where applicable), FOIA + Privacy Act workflows, cross-agency coordination. Six delivery components: Purview Records Management, sensitivity labels, SharePoint IA aligned to record series, automated classification, records officer workflows, audit + reporting. Six engagement tiers: small agency $185K-$385K through large agency $850K-$2.8M. EPC Group federal past performance: NARA + FRBNY + U.S. CIO 25-Point Plan contributor.
Key Facts
- 7 federal records management requirements — NARA schedules + Federal Records Act + ERMF + 36 CFR §1236 + PRA + FOIA/PA + cross-agency
- 6 delivery components — Purview Records Management + sensitivity labels + IA + auto-classification + records officer workflows + audit/reporting
- 6-phase methodology — fit-call + discovery + architecture + pilot + wave rollout + cutover + sustainment
- 6 engagement tiers: small agency $185K-$385K through large agency $850K-$2.8M
- 6 FedRAMP + CMMC integration points — tenant + baseline + controls + retention + evidence pack + US-citizen delivery
- Sanctioned past performance: NARA + FRBNY TARP + U.S. CIO 25-Point Plan contributor
Federal SharePoint + Records Management FAQ
What makes federal SharePoint records management different?
Seven requirements distinguish federal SharePoint records management from commercial: (1) NARA-aligned records schedules — General Records Schedules (GRS) plus agency-specific schedules approved by NARA under 36 CFR Part 1225 and 44 U.S.C. §3303. (2) Federal Records Act compliance — records lifecycle from creation through disposition documented + auditable per NARA requirements. (3) Electronic Records Management Framework (ERMF) alignment for agencies transitioning from legacy Enterprise Records Management Systems. (4) 36 CFR §1236 electronic records requirements. (5) Presidential Records Act compliance for White House and executive-office equivalents. (6) FOIA + Privacy Act workflow requirements — records must support redaction + release under legal request. (7) Cross-agency records-management coordination — inter-agency committees + records officer coordination + Records Management Life Cycle Framework alignment.
How does SharePoint deliver federal records management?
Six technical delivery components: (1) Microsoft Purview Records Management — retention labels mapped to NARA schedules, event-based retention triggers, records versioning, disposition review workflows, records center architecture. (2) Sensitivity labels + information protection layered with retention for CUI + FOUO + classified categories. (3) SharePoint Site Types + Information Architecture aligned to record series categorization (permanent records, temporary records, unscheduled records). (4) Automated classification via Purview Trainable Classifiers + optical character recognition + AI classifiers for scanned documents. (5) Records officer workflows — approval routing, disposition review, records freeze for litigation hold. (6) Audit + reporting — Purview audit log integration with SIEM (Sentinel / Splunk / QRadar), records management dashboards, FOIA response tracking. Federal-specific: US persons only for admin access in GCC / GCC High tenants; classified handling per DoD IL2-IL5 workload requirements.
What does EPC Group know about NARA records management?
EPC Group has delivered SharePoint records management engagements for the National Archives and Records Administration (NARA) and federal agencies with NARA-aligned records schedules. Sanctioned public references include NARA SharePoint records management implementation work delivered by the firm. Founder Errin O'Connor was an invited contributor to the first U.S. CIO Vivek Kundra's 25-Point Plan to Reform Federal Information Technology Management (Obama administration) — a framework that included federal records-management modernization objectives. The firm's federal records management delivery draws on: 6,500+ SharePoint implementations (many with regulated-industry records requirements), 29 years of Microsoft ecosystem consulting, all six Microsoft Solutions Partner designations (including Business Applications required for records-management workflow depth), and cross-agency delivery experience across civilian, DoD-adjacent, and IC engagements (specific named references released under NDA after Phase 1 fit-call).
What are the phases of a federal SharePoint records management engagement?
Six-phase methodology: (1) Phase 1 — Federal fit-call (45 min with senior architect + federal records lead + your Records Officer / CDO / CIO). Fixed-fee $45K-$85K discovery, 4-6 weeks: current-state records inventory, NARA schedule mapping analysis, target-state SharePoint + Purview architecture, migration wave plan, fixed-fee full-program proposal. (2) Phase 2 Architecture Design (fixed-fee, 4-8 weeks) — target-state IA, Purview retention label taxonomy, sensitivity + information protection mapping, records officer workflow design, RACI matrix. (3) Phase 3 Pilot Implementation — pilot site build, Purview labels configured, workflow deployment, pilot records series migration + validation. (4) Phase 4 Wave-Based Production Rollout — records series-by-records-series migration + user training + records officer sign-off. (5) Phase 5 Cutover + Legacy Retirement — legacy records system decommissioning, records verification per NARA schedule. (6) Phase 6 Sustainment — managed services retainer for ongoing records ops + FOIA support + audit + evidence collection. Fixed-fee across all phases.
What is the typical federal SharePoint records management pricing?
Six engagement size tiers: (1) Small agency / bureau (up to 500 employees, single records officer, 3-8 record series) — Phase 1 Discovery $45K-$65K, full program $185K-$385K, 6-10 months total. (2) Mid-size agency (500-5,000 employees, 8-25 record series, cross-bureau records coordination) — Phase 1 Discovery $65K-$95K, full program $385K-$850K, 10-18 months total. (3) Large agency (5,000-50,000 employees, complex records officer hierarchy, 25-100+ record series, legacy ERMS migration) — Phase 1 Discovery $95K-$155K, full program $850K-$2.8M, 12-24 months total. (4) FOIA + Privacy Act workflow build (add-on) — $85K-$185K depending on volume. (5) Legacy ERMS migration to SharePoint + Purview (add-on) — $150K-$650K depending on legacy content volume. (6) Sustainment / managed services retainer — $15K-$85K/month depending on records officer team size + FOIA workload. Fixed-fee model throughout.
How does federal SharePoint records management fit with FedRAMP and CMMC?
Six integration points: (1) Tenant environment — commercial for CUI Basic + agency-approved use; GCC for CUI Basic + CJIS; GCC High for CUI Specified + ITAR + CMMC L3 (required for defense contractors); DoD for IL4-IL5. Tenant selection is the single most important design decision. (2) FedRAMP baseline alignment — NIST 800-53 controls mapped to SharePoint + Purview configuration for FedRAMP Moderate or High. (3) CMMC 2.0 controls — NIST 800-171 controls mapped for defense contractors at CMMC Level 2 or Level 3. (4) NARA schedules align with FedRAMP retention requirements (many overlap; NARA usually longer). (5) Records-management audit + evidence pack supports both FedRAMP ATO and NARA GRS review cycles. (6) US-citizen delivery for GCC High + DoD tenants required. EPC Group federal SharePoint records-management engagements deliver all six integration points in a single coordinated fixed-fee program.
Who should own the records management program?
Six recommended ownership + governance elements: (1) Executive sponsor — CIO or COO level; records management is enterprise business risk not IT-only. (2) Records officer — designated per Federal Records Act; primary business owner. (3) SharePoint program manager — IT delivery lead; owns Purview configuration + IA + user enablement. (4) FOIA / Privacy Act officer coordination — records design must support redaction + release workflows. (5) Legal counsel — records freeze for litigation hold coordination + oversight of disposition decisions. (6) Records management committee — cross-functional monthly cadence, quarterly executive review with sponsor. Common failure mode: SharePoint program manager alone tries to design records management without records officer engagement — produces technically-correct but agency-non-compliant deployments. EPC Group federal SharePoint records-management methodology explicitly requires records officer engagement in Phase 1 fit-call + throughout program.
Federal Records Management Discovery
45-min federal fit-call with senior architect + federal records lead + your Records Officer. Fixed-fee Phase 1 Discovery within 4-6 weeks. Call (888) 381-9725.
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