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onsite and offsite. We have a Costco warehouse size of records - and we are preparing and indexing
those records so we can get them scanned by a vendor that we brought on.
When I became manager I was still pretty new to the position so I had to onboard new clerks without
really knowing the extent of the responsibilities of the clerks. There wasn't a real plan in place. It was
a lot of trial and error with the new clerk. The timeline that needed to be done. For the most part I
feel that it went well. I had the advantage of being a planner previously, so I had experience going to
the planning commission hearings and meeting timelines. It was certainly a challenge bringing on new
people and working through the operational part of that. As a result coming up with our team plan
and divvying up responsibilities and coming up with timelines.
4. Please describe your experience in coordinating, tracking and reporting out on the implementation
of organizational goals, objectives, policies and procedures.
A good example for me would be records digitization project. This was a major initiative for the
District, we were taking our entire paper based record and digitizing so the public can research and
find. My task to manage this project required a great deal of coordinating all aspects of procurement.
Assembling an internal project team, bringing on external vendors, working with our offsite
warehouse. Moving on towards implementation and the staffing to make sure this project moves
forward smoothly. We are constantly tracking our progress. We can see through the scans and
uploading our EDS - Electronic Digital Management System. We can see that we are uploading
documents from the early 2000s - we are going backwards in time, so we can see the progress of the
project.
5. Please describe your experience with electronic filing systems as it pertains to this position.
We use a couple of different filing systems. In the last couple years we will be moving to an EDS which
is more meta data based. I served on our IT project managemetn staff. We found that it was difficult
to find certain documents because things were being saved within sub folders. We brought on a
consultant to do a study for us and we eventually implemented a solution which got rid of the fire
share structure that is now in place. We did that in 2016.
6. Please describe your experience in evaluating technology and operational procedure utilized in an
administrative department and your approach to implementing change, if needed.
I previously mentioned that I am one of the business leads for the departments technology team. We
look at department wide what the department is experiencing and what we may be interested in in
terms of improving process efficincies. I am in charge of the records retentions systems project. As
manager of commission affairs, it is a regular responsibility for me to look at new technology and look
at what the needs are of the department and how we are going to roll that out. In both of those
projects, it includes doing staff training, and then considering the changes that need to be made to
the business in their every day work.
7. Please describe the roles in which you have had a relationship with a board of directors, and what
your role was in those examples. Can you provide an example of when you have had to research a
regulatory item and present your findings to the Board?
My experience would be with commissions, as manager of commission affairs. Before I was manager