FORMS AND RECORDS ANALYST 3

State of Washington

Lacey, WA

JOB DETAILS
SALARY
$50,592–$66,372 Per Year
SKILLS
Adjudication, Administrative Skills, Adobe Acrobat, Aged Care, Analysis Skills, Bar Code Software, Business Administration, Caption Writing, Case Management, Childcare, Collective Bargaining, Communication Skills, Compensation and Benefits, Corrective Action, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Database Administration, Diversity, Document Management, Documentation, Documentation Format, Email Technology, Employee Benefits, Employee Orientation, Flexible Spending Accounts, Government, Health Maintenance, Healthcare, Healthcare Administration, Identify Issues, Interpret Regulations, Legal, Legal Documents, Legal Support Skills, Life Insurance, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, Multiplatform/Cross-Platform, Nonprofit, Options Analysis, Pivot Tables, Problem Solving Skills, Process Analysis, Process Improvement, Programming Tools, Public Administration, Public Health, Records Management, Regulations, Regulatory Compliance, Regulatory Requirements, Regulatory Submissions, Security Compliance, Security Protocols, Spreadsheets, Student Loans, Systems Administration/Management, Time Management, Use Tax
LOCATION
Lacey, WA
POSTED
8 days ago

FORMS AND RECORDS ANALYST 3

Salary

$50,592.00 - $66,372.00 Annually

Location

Thurston County - Lacey, WA

Job Type

Full Time - Non-Permanent

Job Number

2026-04684

Department

Utilities and Transportation Commission

Division

Records and Tariffs

Opening Date

06/16/2026

Closing Date

6/30/2026 11:59 PM Pacific

Salary Information

The high end of the salary range, Step M is typically a longevity step

  • Description
  • Benefits
  • Questions

Description

WASHINGTON UTILITIES AND TRANSPORTATION COMMISSION

Respect. Professionalism. Integrity. Accountability.

Forms and Records Analyst 3

NON-PERMANENT

Salary Consideration:

Range 47: Step A, $50,592 to Step L, $66,372 annually. Step M of the pay range is a longevity step.

This recruitment is open until June 30, 2026, at 11:59pm. The first pull of applications is scheduled for June 23. It is in your best interest to apply as soon as possible.

UTC reserves the right to make a hiring decision and/or choose to close or extend this recruitment at any given time after seven (7) days from the date posted. Applications for this recruitment could be used to fill comparable positions that open within the next 60 days.

The Opportunity:

The Washington Utilities and Transportation Commission (UTC) seeks to fill the role of Forms and Records Analyst 3 within the Records Management section of the Administrative Services Division. This is a non-permanent appointment and is expected to last up to 12 months.

This position serves as a records specialist across multiple systems including case management, CRM Dynamics, SharePoint, electronic tariff systems, and GovQA. The incumbent ensures accurate integration, coordination, and compliance across platforms. The role requires advanced knowledge of the commission's regulatory frameworks, procedural rules, and public disclosure obligations.

Hybrid:

Although this is a hybrid opportunity, the successful incumbent must reside within Washington state and must be available to report to the Lacey, Washington headquarters building when needed.

Travel:

Local travel, mostly within Thurston County, may be required to attend training and meetings.

Our Mission:

To protect the people of Washington by ensuring that investor-owned utility and transportation services are safe, equitable, available, reliable, and fairly priced.

Vision:

We strive to achieve equitable and fair outcomes for both consumers and regulated companies. We prioritize inclusion and belonging in the workplace. For more information about our benefits or working at UTC, please visit our website.

What We Offer Our Employees:

  • UTC fosters an environment of diversity, equity, inclusion and belonging, while striving to hire and retain a workforce from the communities we serve.
  • We place importance on a healthy balance between personal and professional lives; offering flexible work schedules, wellness programs, and mobile/telework opportunities.
  • Through the state, our employees (and their families) are offered options for medical, dental, vision and basic life insurance.
  • We offer enrollment into the state retirement programs and a deferred compensation plan.
  • Full-time and part-time employees are entitled to paid holidays and one paid personal holiday per calendar year.

Duties

Some of What You'll Do:

  • Analyze, process, and manage incoming regulatory filings and associated records across multiple industries and systems, ensuring compliance with statutory, regulatory, and procedural requirements.
  • Coordinate the day-to-day production, access, distribution, maintenance, and integrity of manual and electronic public records, including creating and managing records in alternative electronic formats (e.g., Adobe PDF).
  • Establish rulemaking and adjudicative dockets at the request of administrative law division staff and ensure accurate records creation within the case management system.
  • Review filings for compliance with Title 80 and Title 81 RCW, WAC 480-07, and applicable filing rules; identify deficiencies; determine corrective actions; and communicate requirements to regulated entities.
  • Coordinate daily receipt, review, and distribution of legal documents for all regulated companies involved in agency proceedings.
  • Interpret and apply procedural rules, prehearing orders, and statutory requirements to determine filing compliance and service obligations.
  • Communicate with parties regarding filing deficiencies and required remedies, exercising independent judgment within established rules.
  • Ensure accurate and timely distribution of documents to commission staff and appropriate parties.
  • Formally process public records requests and coordinate records retrieval, disclosure, and compliance activities in accordance with the Public Records Act and agency policy.
  • Provide administrative and records support for Commission Open Meetings and hearings, ensuring accurate documentation and records integrity.
  • Provide coverage at the records counter and main phone line, coordinate visitor access, and notify staff of incoming deliveries in compliance with agency security and procedural protocols.

Qualifications

Required Qualifications:

Option 1: Four (4) years of experience performing two (2) or more of the following:

  • Coordinating or administering records management programs in a regulatory or legal environment, including records retention, access, and statutory compliance.
  • Interpreting and applying complex statutes, administrative codes, or regulatory requirements to ensure compliance with filing, disclosure, or procedural rules (such as RCW, WAC, or similar regulatory frameworks).
  • Reviewing regulatory or legal filings to determine completeness, accuracy, and compliance; identifying deficiencies; and determining corrective actions.
  • Providing authoritative guidance to internal staff, regulated entities, or the public regarding records access, public disclosure obligations, or regulatory procedural requirements.
  • Managing records across multiple electronic systems (e.g., case management systems, CRM platforms, document management systems, electronic filing systems, or public disclosure platforms) and ensuring integration, accuracy, and compliance across platforms.

Option 2: One year of college coursework in business administration, public administration, law, public health, health administration, or a closely allied field. AND Three (3) years of experience performing two (2) or more of the duties in Option 1.

Option 3: A bachelors degree or higher in business administration, public administration, law, public health, health administration, or a closely allied field. AND One (1) year of experience performing two (2) or more of the duties listed in Option 1.

Qualifying experience must demonstrate independent judgment, interpretation of complex regulatory or statutory requirements, and responsibility for ensuring compliance in a regulatory, legal, or public-sector environment.

Experience will include practical skills in MS Excel for spreadsheet creation, development and management, database management, MS Word for document creation and formatting, and Microsoft Outlook or similar email systems for electronic correspondence.

Demonstration of Equity Competencies:

  • The ability to take action to learn and grow: Takes responsibility for knowing their own strengths and weaknesses and uses their learning to make government programs and processes more efficient and effective to serve all in Washington.
  • The ability to take action to meet the needs of others: Flexible, adaptable, customer-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve.

UTC Core Competencies (expected of all employees):

  • Accountability
  • Measuring Success and Improvement
  • Customer Focus
  • Results Focus
  • Communication Skills
  • Adaptability/Flexibility
  • Self-Development
  • Continuous Process Improvement

Desired Experience, Knowledge, Skills, Abilities:

Document/Records Management - Collects, organizes, reviews and stores documents, using numeric or alphabetical filing systems, electronic filing methods, and barcode tracking software; Updates and maintains complete records, applications, and files.

Confidentiality - Able to maintain the confidentiality of information accessed or discussed in performing the work of this position.

Research/Analysis - Uses data and information in a clear and rational comprehensive manner to assess and understand issues, identify and evaluate options when processing legal document submissions. Uses judgment and expertise to verify completeness and compliance to rules and regulations before processing.

Supplemental Information

READ THE FOLLOWING INFORMATION COMPLETELY:

  • This position is included in a bargaining unit represented by the Washington Federation of State Employees (WFSE).
  • RCW 80.01.020 limits the UTCs ability to employ any person who owns stock in any company the UTC regulates or is otherwise financially interested in such company. Such interests include those of an employees spouse.
  • UTC does not use E-Verify; therefore, we are not eligible to extend STEM-Optional Practice Training (OPT). For information, please visit www.uscis.gov.

How to Apply:

Interested in joining the UTC team? Click the Apply button at the top to begin! To be considered for further screening, ensure you attach the following documents to your completed application:

  • Letter of Interest - describing how you meet the position qualifications and why you believe you are the ideal candidate.
  • Resume - detailing your applicable competencies, experience and education.
  • References - At minimum, three (3) professional references with current telephone numbers and email addresses must be included with your application; one (1) contact MUST be your current or most recent supervisor.

The initial screening of candidates will be solely based on the contents and completeness of the application materials, including answers provided to the 'Supplemental Questionnaire', along with the additional application materials submitted as part of the application process.

If you are viewing this recruitment on any website other than www.careers.wa.gov, please note the recruitment title and job number and apply through Washington state's official portal. Your application may be received incomplete if using a third-party website. If you are having technical difficulties creating, accessing, or completing your application, please call NEOGOV toll-free at (855) 524-5627 or email support@neogov.com.

NOTE, indicating 'see resume' will not substitute for completing the "work experience" section or supplemental questionnaire of the application packet and may result in your submission being marked incomplete.

Veterans Preference:

For information about YesVets, please click here.

Applicants wishing to claim Veterans Preference should attach to their application a copy of their redacted DD-214 (Member 4 copy), NGB 22, or signed verification of service letter from the United States Department of Veterans Affairs. Please blackout any personally identifiable data such as Social Security numbers. For further information, contact UTC Human Resources at humanresources@utc.wa.gov.

All information may be verified; additional documentation may be required. Candidates may be disqualified if the education and/or work experience does not include information used to meet the minimum qualifications of the job.

The UTC is an equal opportunity employer. We want to make sure you have an equal opportunity to join our team. Our commitment is making sure current and future employees are treated fairly and equally without regard to age, sex (including gender identity), race, ethnicity, disability, sexual orientation, veteran status, marital status, or religious or political affiliation.

Persons needing accommodation in the application process may contact the recruiter via telephone on (360) 664-1134 or email the UTC HR office at humanresources@utc.wa.gov. For TTY service, please call the Washington Relay Service on 7-1-1 or 1-800-833-6384.

For more information about the UTC, please visit:

www.utc.wa.gov, www.facebook.com/wautc

The State of Washington:

http://access.wa.gov

More than Just a Paycheck!

Employee benefits are not just about the kind of services you get, they are also about how much you may have to pay out of pocket. Washington State offers one of the most competitive benefits packages in the nation.

We understand that your life revolves around more than just your career. Like everyone, your first priority is ensuring that you and your family will maintain health and financial security. Thats why choice is a key component of our benefits package. We have a selection of health and retirement plans, paid leave, staff training and other compensation benefits that you can mix and match to meet your current and future needs.

Read about our benefits:

The following information describes typical benefits available for full-time employees who are expected to work more than six months. Actual benefits may vary by appointment type or be prorated for other than full-time work (e.g. part-time); view the job posting for benefits details for job types other than full-time.

Note: If the position offers benefits which differ from the following, the job posting should include the specific benefits.

Insurance Benefits

Employees and their families are covered by medical (including vision), dental and basic life insurance. There are multiple medical plans with affordable monthly premiums that offer coverage throughout the state.

Staff are eligible to enroll each year in a medical flexible spending account which enables them to use tax-deferred dollars toward their health care expenses. Employees are also covered by basic life and long-term disability insurance, with the option to purchase additional coverage amounts.

To view premium rates, coverage choice in your area and how to enroll, please visit the Public Employees Benefits Board (PEBB) website. The Washington Wellness program from the Health Care Authority works with PEBB to support our workplace wellness programs.

Dependent care assistance allows the employee to save pre-tax dollars for a child or elder care expenses.

Other insurance coverage for auto, boat, home, and renter insurance is available through payroll deduction.

The Washington State Employee Assistance Program promotes the health and well-being of employees.

Retirement and Deferred Compensation

State Employees are members of the Washington Public Employees Retirement System (PERS). New employees have the option of two employer contributed retirement programs. For additional information, check out the Department of Retirement Systems web site.

Employees also have the ability to participate in the Deferred Compensation Program (DCP). This is a supplemental retirement savings program (similar to an IRA) that allows you control over the amount of pre-tax salary dollars you defer as well as the flexibility to choose between multiple investment options.

Social Security

All state employees are covered by the federal Social Security and Medicare systems. The state and the employee pay an equal amount into the system.

Public Service Loan Forgiveness

If you are employed by a government or not-for-profit organization, and meet the qualifying criteria, you may be eligible to receive student loan forgiveness under the Public Service Loan Forgiveness Program.

Holidays

Full-time and part-time employees are entitled to paid holidays and one paid personal holiday per calendar year.

Note: Employees who are members of certain Unions may be entitled to additional personal leave day(s), please refer to position specific Collective Bargaining Agreements for more information.

Full-time employees who work full monthly schedules qualify for holiday compensation if they are employed before the holiday and are in pay status for at least 80 nonovertime hours during the month of the holiday; or for the entire work shift preceding the holiday.

Part-time employees who are in pay status during the month of the holiday qualify for the holiday on a pro-rata basis. Compensation for holidays (including personal holiday) will be proportionate to the number of hours in pay status in the month to that required for full-time employment, excluding all holiday hours. Pay status includes hours worked and time on paid leave.

Sick Leave

Full-time employees earn eight hours of sick leave per month. Overtime eligible employees who are in pay status for less than 80 hours per month, earn a monthly proportionate to the number of hours in pay status, in the month to that required for full-time employment. Overtime exempt employees who are in pay status for less than 80 hours per month do not earn a monthly accrual of sick leave.

Sick leave accruals for part-time employees will be proportionate to the number of hours in pay status, in the month to that required for full-time employment. Pay status includes hours worked, time on paid leave and paid holiday.

Vacation (Annual Leave)

Full-time employees accrue vacation leave at the rates specified in WAC 357-31-165(1) or the applicable collective bargaining agreement (CBA). Full-time employees who are in pay status for less than 80 nonovertime hours in a month do not earn a monthly accrual of vacation leave.

Part-time employees accrue vacation leave hours in accordance with WAC 357-31-165(1) or the applicable collective bargaining agreement (CBA) on a pro rata basis. Vacation leave accrual will be proportionate to the number of hours in pay status, in the month to that required for full-time employment.

Pay status includes hours worked, time on paid leave and paid holiday.

As provided in WAC 357-58-175, an employer may authorize a lump-sum accrual of vacation leave or accelerate the vacation leave accrual rate to support the recruitment and/or retention of a candidate or employee for a Washington Management Service position. Vacation leave accrual rates may only be accelerated using the rates established WAC 357-31-165.

Note: Most agencies follow the civil service rules covering leave and holidays for exempt employees even though there is no requirement for them to do so. However, agencies are required to adhere to the applicable RCWs pertaining holidays and leave.

Military Leave

Washington State supports members of the armed forces with 21 days paid military leave per year.

Bereavement Leave

Most employees whose family member or household member dies, or for loss of pregnancy, are entitled to five (5) days of paid bereavement leave. In addition, the employer may approve other available leave types for the purpose of bereavement leave.

Additional Leave

Leave Sharing

Parental Leave

Family and Medical Leave Act (FMLA)

Leave Without Pay

Please visit the State HR Website for more detailed information regarding benefits.

Updated 01-07-2026

01

Have you attached the required materials for consideration to your application? This includes your letter of interest, resume, and three (3) professional references. Failure to attach the requested materials may result in your application being marked incomplete.

  • Yes, I have attached the requested documents as stated above.
  • No, I understand my application may be marked incomplete.

02

Which of the following options best defines your experience as it relates to the position's qualifications?

  • Option 1: Four (4) years or more experience performing two (2) or more of the following: 1. Coordinating or administering records management programs in a regulatory or legal environment, including records retention, access, and statutory compliance. 2. Interpreting and applying complex statutes, administrative codes, or regulatory requirements to ensure compliance with filing, disclosure, or procedural rules (such as RCW, WAC, or similar regulatory frameworks). 3. Reviewing regulatory or legal filings to determine completeness, accuracy, and compliance; identifying deficiencies; and determining corrective actions. 4. Providing authoritative guidance to internal staff, regulated entities, or the public regarding records access, public disclosure obligations, or regulatory procedural requirements. 5. Managing records across multiple electronic systems (e.g., case management systems, CRM platforms, document management systems, electronic filing systems, or public disclosure platforms) and ensuring integration, accuracy, and compliance across platforms.
  • Option 2: One year of college coursework in business administration, public administration, law, public health, health administration, or a closely allied field. AND Three (3) years of experience performing two (2) or more of the duties in Option 1.
  • Option 3: A bachelors degree or higher in business administration, public administration, law, public health, health administration, or a closely allied field. AND One (1) year of experience performing two (2) or more of the duties listed in Option 1.
  • I do not possess the required experience as outlined above.

03

Please indicate which areas you have experience in as outlined in option one (1) of question two (2). If you do not have experience with any option, mark N/A.

  • Coordinating or administering records management programs in a regulatory or legal environment, including records retention, access, and statutory compliance.
  • Interpreting and applying complex statutes, administrative codes, or regulatory requirements to ensure compliance with filing, disclosure, or procedural rules (such as RCW, WAC, or similar regulatory frameworks).
  • Reviewing regulatory or legal filings to determine completeness, accuracy, and compliance; identifying deficiencies; and determining corrective actions.
  • Providing authoritative guidance to internal staff, regulated entities, or the public regarding records access, public disclosure obligations, or regulatory procedural requirements.
  • Managing records across multiple electronic systems (e.g., case management systems, CRM platforms, document management systems, electronic filing systems, or public disclosure platforms) and ensuring integration, accuracy, and compliance across platforms.
  • N/A

04

Which of the following best describes your experience working with Microsoft Office or an equivalent software suite?

  • I do not have experience with the named software but am willing to learn.
  • I am a basic user. I can open a new email or document, understand how to save and open files, and can complete basic tasks like entering data and creating simple spreadsheets.
  • I am an intermediate user. I can filter and sort emails and can build filing systems. I am comfortable with mail merges and advanced document formatting; I can use advanced formulas and create charts and tables.
  • I am an advanced user. I can do all of the above and can easily create complex rules to manage a high-volume inbox, use features like voting buttons, and email scheduling, insert Tables of Contents, inline citations, footnotes, photo captions, and use developer tools to create forms; easily create pivot tables, macros, data analysis.

05

Which best describes your experience coordinating production, access, distribution, maintenance, and integrity of manual and electronic records, including creating and managing records in alternative electronic formats (e.g., Adobe PDF)?

  • I do not have experience coordinating manual and/or electronic records.
  • I have less than one (1) years' experience.
  • I have between one (1) year and three (3) years' experience.
  • I have between four (4) years to six (6) years' experience.
  • I have seven (7) or more years' experience.

06

Do you have experience with GovQA or similar records request management system?

  • Yes
  • No

07

Do you have experience processing filings and other legal documents? Experience includes coordinating receipt, reviewing document compliance with Title 80 and Title 81 RCW, WAC 480-07, and applicable filing rules; identifying deficiencies; determining corrective actions and communicating requirements to regulated entities; and distribution of legal documents.

  • Yes
  • No

08

Do you have experience with the management of public records in accordance with Washington's Public Records Act or another state's public records laws?

  • Yes
  • No

09

Do you have experience providing administrative and records support for public meetings in accordance with Washington's Open Public Meetings Act or another state's public meeting laws?

  • Yes
  • No

Required Question

Employer State of Washington

Address View Job Posting for Agency Information

View Job Posting for Location, Washington, 98504

Website http://www.careers.wa.gov

About the Company

S

State of Washington