Placer Employment Opportunities

Records Coordinator

Records Manager

Recruitment #2022-11822-01

Introduction

Placer County is comprised of over 1,400 square miles of beautiful and diverse geography, ranging from the residential and commercial areas of South Placer, through the historic foothill areas of Auburn, Foresthill, and Colfax, and to the County's jewel of the North Lake Tahoe basin. Placer is a great place to live, work, play and learn. For more information about Placer County, please visit www.placer.ca.gov.

This recruitment is open until filled. Applications will be screened bi-weekly.

POSITION INFORMATION

This classification received a general wage increase of 4.5% effective July 2022 and is scheduled to receive subsequent general wage increases of 4.5% in July 2023 and 4% in July 2024.

The County Executive Office is seeking a seasoned professional to serve as the County's Records Manager. This position will evaluate current and proposed physical and digital records storage and retention needs to ensure compliance with policy and state law. They will serve as a centralized position to coordinate departmental efforts, further develop consistent policies and procedures, and monitor ongoing compliance requirements. This position is located in Auburn, California.

Placer County is a terrific organization to work for and the region is absolutely beautiful. This position comes with excellent benefits and the County has a telecommute policy and offers flexible work schedules. 

BENEFITS

Placer County offers a comprehensive benefits package to employees. The following information represents benefits currently available to permanent Placer County employees and may be subject to change. Applicants should inquire as to the most current benefit package during hiring interviews or by contacting the Human Resources Department.

Click here to view Management benefits

Some highlights of the benefits package are noted below:

  • Management Leave:100 hours per year*
  • Holidays: 13 paid holidays per year, 1 of which is a floating holiday*
  • Vacation Leave: 10 days/year with ability to accrue 25 days/year
  • Sick Leave: 12 days/year*
  • Cafeteria Plan: $4000 per year to use towards 401(k), dependent care, medical co-insurance or cash*
  • Medical, Dental, and Vision Insurance available for employees and dependents
  • Deferred Compensation with 401(k) contribution matches up to $750/year
  • $50,000 Life Insurance Policy at no cost to employee
  • CalPERS Retirement plans
  • Retiree Medical Insurance 
  • Education Allowance: Up to $1,200 per year
  • Annual Vacation Cash Out: Up to 100 hours may be cashed out each year
  • Bilingual Incentive – Incumbents may be eligible for bilingual incentive depending upon operational needs and certification skills. 

         *Amounts will be prorated for part time employees and employees hired after the first of the year. 

For more information regarding the benefits Placer County has to offer please visit Placer County's Human Resources website.

DEFINITION

To oversee the development and ongoing management of the Countywide records management program; to ensure compliance with applicable records management, retention, and destruction policies and procedures; to serve as a liaison to department staff and outside agencies related to the records management program.

DISTINGUISHING CHARACTERISTICS

This single position classification is responsible for the ongoing development and management of the Countywide records retention program. The coordinator level recognizes positions that have overall responsibility for a program area within a department.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from higher-level supervisory or management staff.

May exercise direct supervision over assigned technical and clerical staff.

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to:
  • Plan, develop, review, and manage the Countywide records management program; recommend and implement ongoing process improvements.
  • Facilitate and ensure Countywide compliance with and adherence to approved records management, retention, and destruction policies and procedures; conduct site visits and prepare status reports related to compliance.
  • Oversee the receipt, processing, and preservation of County documents, files, and materials transferred to onsite and offsite records storage facilities; supervise the checkout, delivery, and return of documents to records storage facilities from County departments and outside agencies.
  • Participate in the identification, selection, and maintenance of digital records inventory applications and centralized document imaging and management databases; oversee the conversion of hard copy documents to digital format using imaging technology; coordinate with vendors for the conversion of hard copy documents.
  • Serve as a liaison and provide support, consultation, and training to departments in document imaging practices and software use, records management policies, records retrieval procedures, and short- and long-term record preservation; establish and monitor Countywide training programs related to records retention and document imaging databases.
  • Supervise the destruction and/or recycling of material authorized by department and Countywide retention schedules; prepare destruction reports and notify departments of records eligible for destruction; review and authorize destruction requests.
  • Identify opportunities for improving service delivery methods and procedures; identify current and future resource needs.
  • Serve on and lead the County Records Management Committee; coordinate with designated staff members to accomplish Countywide records management goals and objectives; convene regular meetings to monitor status of program.
  • Assist with the research and retrieval of public records requests, including historical records; provide research assistance to County staff, public records requests, litigation, and historical research as needed.
  • Participate in the development and administration of assigned program budget; forecast funds needed for staffing, equipment, materials, and supplies; monitor and verify expenditures; recommend adjustments as necessary.
  • Prepare and present staff reports and other correspondence as needed related to records management program status.
  • Monitor applicable federal, state, and local rules and regulations applicable to records management program; participate in external professional group meetings; maintain awareness of new trends and innovations in the field of records management and digital document storage.
  • Perform related duties as required.

WORKING CONDITIONS

Work is typically performed in an indoor office and/or warehouse environment with moderate to loud noise levels and controlled temperature conditions. Position may require travel to and from other locations in a variety of outdoor weather conditions.

MINIMUM QUALIFICATIONS

It is the responsibility of applicants to identify in their application materials how they meet the minimum qualifications listed below.

Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Experience: Four years of records management experience, including experience inventorying records, managing offsite records facilities, and/or managing electronic document databases.

Training: Equivalent to a bachelor's degree from an accredited college or university with major course work in business or public administration, archives and records management, information management, history, or a related field.

NOTE: Relevant, equivalent experience (performing the same or similar job requiring similar knowledge, skills, and abilities) may be substituted for the required education as determined by the Human Resources Department.

NOTE: Applicants receiving their degree outside the United States must submit proof of accreditation by a recognized evaluation agency.

Required License or Certificate:
  • May need to possess a valid driver's license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.
  • Certified Records Analyst (CRA), Certified Records Manager (CRM), or Certified Document Imaging Architect (CDIA) certification is highly desirable.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of: 
  • Modern and complex principles and practices of records and information management programs, policies, and procedures. 
  • Principles and practices of file indexing and filing systems. 
  • Principles, practices, and techniques used in electronic imaging systems and photographic imaging systems. 
  • Standard and accepted methods and techniques used in the preservation and maintenance of various materials, including paper, film, and electronic media. 
  • Principles of budget preparation and control. 
  • Computer network and operating systems, as well as applicable software applications used in records management, including database software programs used for inventory management and document imaging. 
  • Computer software, including word processing, database, and spreadsheet applications. 
  • Modern office procedures, methods, and computer equipment. 
  • Procedures used in implementing legal guidelines, regulations, laws, and procedures governing the confidentiality, security, and administration of municipal records. 
  • Pertinent local, state, and federal laws, rules, regulations, and statues, including those governing the utilization, preservation, and disposition of County records. 
  • Principles of business letter writing and basic report preparation. 
  • English usage, spelling, punctuation, and grammar. 

Ability to: 
  • On a continuous basis, know and understand all aspects of the job; intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; identify, interpret, and explain policies and procedures; recall and utilize a variety of information; work under time pressure and complete a high volume of tasks; focus on a single task for long periods of time. 
  • On a continuous basis, sit at a desk or in meetings for long periods of time; intermittently twist to reach equipment surrounding desk; walk, stand, bend, stoop, squat, kneel, or twist; perform simple grasping and fine manipulation; use a telephone, write, or use a keyboard to communicate through written means or to enter/retrieve data from a computer; lift light weight. 
  • On an intermittent basis, lift moderate weight. 
  • Understand, interpret, and explain complex rules and procedures. 
  • Interpret and apply pertinent local, state, and federal laws and regulations, including Civil Service rules. 
  • Perform highly complex administrative and analytical work. 
  • Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals. 
  • Locate and analyze information and data required by the County. 
  • Prepare clear and concise reports. 
  • Effectively organize and prioritize work to meet established deadlines. 
  • Communicate clearly and concisely, both orally and in writing. 
  • Establish and maintain effective relationships with those contacted in the course of work. 
  • Work with various cultural and ethnic groups in a tactful and effective manner. 
  • Communicate clearly and concisely, both orally and in writing. 
  • Establish and maintain effective working relationships with those contacted in the performance of required duties. 

SELECTION PROCEDURE

Training & Experience Rating (100%)

Based upon responses to the supplemental questionnaire, the applicant’s education, training, and experience will be evaluated using a pre-determined formula. Scores from this evaluation will determine applicant ranking and placement on the eligible list.

MISCELLANEOUS INFORMATION

Length of Probation:
All permanent appointments to this classification shall serve a probationary period of twelve (12) calendar months or two thousand eighty (2,080) hours, whichever is more. 

Bargaining Unit:
Management

CONDITION OF EMPLOYMENT

Prior to the date of hire, applicants must undergo a fingerprint test by the Department of Justice, pass a medical examination (which may include a drug screening and possibly a psychological evaluation), sign a constitutional oath, and submit proof of U.S. citizenship or legal right to remain and work in the U.S.  For some positions, applicants may also be required to submit proof of age, undergo a background investigation (which may include a voice stress analysis and/or a polygraph), and/or be bonded. Additionally, positions in law enforcement classifications and those supporting law enforcement functions will be required to complete a conviction history questionnaire prior to or during the interview process. Applicants for positions with access to Medi-Cal billing software or who are licensed providers must clear the Federal Exclusion List, credentialing, and social security verification. Failure to clear these requirements may result in an employment offer being withdrawn.

SUBSTITUTE LISTS

The eligible list resulting from this recruitment may be certified as a substitute list for a substantially similar classification.  For this purpose, a substantially similar classification is one at a lower level in the same classification (example: entry level vs. journey level) and/or a similar classification (similar work performed, similar training and experience qualifications required). If you are contacted for an interview by a County department, you will be informed of the classification and other relevant information. If you choose not to interview for a substantially similar classification, you will remain on the eligible list for which you originally applied.

EMPLOYEES OF OTHER PUBLIC AGENCIES

Placer County offers an expedited process for qualifying certain applicants for interviews. Candidates currently employed, or employed within the last year, by a public agency operating under a personnel civil service or merit system may be eligible to be placed on a Public Agency Eligible List and certified as eligible for appointment to a similar job assignment without going through the examination process. For more information on the Public Agency Eligible List, to download forms, or to apply, please click here.

EQUAL OPPORTUNITY EMPLOYER

Thank you for your interest in employment with Placer County. Placer County is an equal opportunity employer and is committed to an active nondiscrimination program. It is the stated policy of Placer County that harassment, discrimination, and retaliation are prohibited and that all employees, applicants, agents, contractors, and interns/volunteers shall receive equal consideration and treatment. All terms and conditions of employment, including but not limited to recruitment, hiring, transfer, and promotion will be based on the qualifications of the individual for the positions being filled regardless of gender (including gender identity and expression), sexual orientation, race (including traits historically associated with race, including, but not limited to, hair texture and protective hairstyles such as braids, locks, and twists), color, ancestry, religion (including creed and belief), national origin, citizenship, physical disability (including HIV and AIDS), mental disability, medical condition (including cancer or genetic characteristics/information), age (40 or over),  marital status, military and/or veteran status, sex (including parental status, pregnancy, childbirth, breastfeeding, and related medical conditions), political orientation, or any other classification protected by federal, state, or local law. Please contact the Human Resources Department at least 5 working days before a scheduled examination if you require accommodation in the examination process. Medical disability verification may be required prior to accommodation.

Conclusion

For questions regarding this recruitment, please contact Laura Carucci, HR Analyst at lcarucci@placer.ca.gov or (530) 889-4087.


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