11-10-14 Attachment to MinutesATTACHMENT B
INSTRUCTIONS
AGENDA ITEM 01A
NOVEMBER 24, 2014
This evaluation form contains six categories of evaluation criteria. Each category
contains a statement to describe a behavior standard in that category. For each
statement, use the following scale to indicate your rating of the City Clerk's
performance.
5 = Excellent (almost always exceeds the performance standard)
4 = Above average (generally exceeds the performance standard)
3 = Average (generally meets the performance standard)
2 = Below average (usually does not meet the performance standard)
1 = Poor (rarely meets the performance standard)
Any item left blank will be interpreted as a score of "3 = Average"
This evaluation form also contains a provision for entering narrative comments,
including an opportunity to enter responses to specific questions and an opportunity to
list any comments you believe appropriate and pertinent to the rating period. Please
write legibly.
Leave all pages of this evaluation form attached. Initial each page. Sign and date the
cover page and return to the Human Resource Director by the requested date. On
the date space of the cover page, enter the date the evaluation form was submitted to
Human Resources. All evaluations presented prior to the deadline identified on the
cover page will be summarized by the Human Resources Director into a performance
evaluation to be presented by one or more Commissioners to the City Clerk.
PERFORMANCE CATEGORY SCORING
1. INDIVIDUAL CHARACTERISTICS
Diligent and thorough in the discharge of duties, "self-starter"
Exercises good judgment
Displays enthusiasm, cooperation, and will to adapt
Exhibits composure and attitude appropriate for the position
Add the values from above and enter the subtotal
Page 2 of 5 Initials
4 = score for this category
ATTACHMENT B
AGENDA ITEM # IA
NOVEMBER 24, 2014
2. PROFESSIONAL SKILLS AND STATUS
Maintains knowledge of current developments affecting the practice of the Clerk's Office
Demonstrates a capacity for innovation and creativity
Anticipates and analyzes problems to develop effective approaches for solving them
Willing to try new ideas proposed by Commission members and/or staff
Sets a professional example by handling affairs of the Clerk's office in a fair and impartial
manner
Add the values from above and enter the subtotal + 5 = score for this category
3. CITY CLERK FUNCTIONS
Oversees the appropriate maintenance of all records of the City and oversees the
records retention and destruction process
Provides accurate and timely agendas and successfully manages the agenda process for
the Commissioners, City Manager and Department Heads
Attends all regular and special meetings of the Commission and successfully provides
accurate official 'minutes of the proceedings
Manages all public records requests
Manages municipal elections, and exhibits knowledge of principles and practices of
municipal code and pertinent election law
Ability to meet and serve the public with tact and creditability
Add the values from above and enter the subtotal _ 6 = score for this category
4. REPORTING AND RECORDS
Provides regular information and reports to the Commission concerning matters of
Importance to the City, using the City Charter as a guide
Responds in a timely manner to requests from the Commission for special reports
Takes the initiative to provide information, advice and recommendations to the
Commission on functions and issues involving the Clerk's Office
Effectively manages records and indexing of records for public use
Understands Florida Public Records and Government in the Sunshine Laws
Add the values from above and enter the subtotal : 5 = score for this category
Page 3 of 5 Initials
ATTACHMENT $ AGENDA ITEM # lA
NOVEMBER 24, 2014
5. FISCAL MANAGEMENT
Makes the best possible use of available funds, conscious of the need to operate the
the Clerk's Office efficiently and effectively
Prepares a budget and budgetary recommendations in an intelligent and accessible
format
Ensures actions and decisions reflect an appropriate level of responsibility for financial
planning and accountability
Appropriately monitors and manages fiscal activities of the Clerk's Office
Add the values from above and enter the subtotal 4 = score for this category
6. STAFFING AND SUPERVISION
Manages staff effectively
Encourages teamwork, innovation and effective problem -solving among staff members
Instills confidence and promotes initiative in subordinates through supportive controls for
their programs while still monitoring operations at the staff level
Sustains or improves staff performance by evaluating the performance of staff members
at least annually, setting goals and objectives for them, periodically assessing their
progress and providing appropriate feedback
Promotes training and development opportunities for employees
Add the values from above and enter the subtotal : 5 = score for this category
NARRATIVE EVALUATION
What would you identify as the City Clerk's strength(s), expressed in terms of the principle
results achieved during the rating period?
Page 4 of 5 Initials
ATTACHMENT B AGENDA ITEM # 1A
NOVEMBER 24, 2014
What performance area(s) would you identify as most critical for improvement?
What constructive suggestions or assistance can you offer the City Clerk to enhance
performance?
What other comments do you have for the City Clerk; e.g., priorities, expectations, goals or
objectives for the new rating period?
Page 5 of 5 initials
ATTACHMENT C AGENDA ITEM 0 IA
NOVEMBER 24, 2014
City Manager Annual Performance Evaluation
City of Atlantic Beach, Florida
Evaluation period: October 1, to September 30,
Commissioners Name
Each member of the Commission should complete this evaluation form, sign It in the
space below, date and return it to Human Resources. The deadline for submitting this
performance evaluation is
Evaluations will be
summarized by the Director of Human Resources, included in the City Manager's
permanent file and presented to the City Manager by each Commissioner. Those
evaluations not received by Human Resources by the date listed above will not be
considered.
Director of Human Resources
Date
Notice of pending evaluations Included In this month's newsletter. C13
Page 1 of 7
Commissioners Signature
Date Submitted
ATTACHMENT C AGENDA ITEM # IA
NOVEMBER 24, 2014
INSTRUCTIONS
This evaluation form contains ten categories of evaluation criteria. Each category
contains a statement to describe a behavior standard in that category. For each
statement, use the following scale to indicate your rating of the City Manager's
performance.
5 = Excellent (almost always exceeds the performance standard)
4 = Above average (generally exceeds the performance standard)
3 = Average (generally meets the performance standard)
2 = Below average (usually does not meet the performance standard)
1 = Poor (rarely meets the performance standard)
Any item left blank will be interpreted as a score of "3 = Average"
This evaluation form also contains a provision for entering narrative comments,
including an opportunity to enter responses to specific questions and an opportunity to
list any comments you believe appropriate and pertinent to the rating period. Please
write legibly.
Leave all pages of this evaluation form attached. Initial each page. Sign and date the
cover page and return to the Human Resource Director by the requested date. On
the date space of the cover page, enter the date the evaluation form was submitted to
Human Resources. All evaluations presented prior to the deadline identified on the
cover page will be summarized by the Human Resources Director into a performance
evaluation to be included in the City Manager's permanent file and presented by each
Commissioner to the city manager as part of their regularly scheduled one-on-one
meetings.
PERFORMANCE CATEGORY SCORING
1. INDIVIDUAL CHARACTERISTICS
Diligent and thorough in the discharge of duties, "self-starter"
Exercises good judgment
Displays enthusiasm, cooperation, and will to adapt
Mental and physical stamina appropriate for the position
Exhibits composure, appearance and attitude appropriate for executive position
Add the values from above and enter the subtotal i 5 = score for this category
Page 2 of 7 Initials
ATTACHMENT C
AGENDA ITEM N 1A
NOVEMBER 24, 2014
2. PROFESSIONAL SKILLS AND STATUS
Maintains knowledge of current developments affecting the practice of local government
management
Demonstrates a capacity for innovation and creativity
Anticipates and analyzes problems to develop effective approaches for solving them
Willing to try new ideas proposed by Commission members and/or staff
Sets a professional example by handling affairs of the public office in a fair and impartial
manner
Add the values from above and enter the subtotal 5 = score for this category
3. RELATIONS WITH ELECTED MEMBERS OF THE GOVERNING BODY
Carries out directives of the Commission as a whole as opposed to those of any one
member or minority group
Sets meeting agendas that reflect the guidance of the Commission and avoids
unnecessary involvement in administrative actions
Disseminates complete and accurate information equally to all Commissioners in a timely
manner
Assists by facilitating decision making without usurping authority
Responds well to requests, advice, and constructive criticism
Add the values from above and enter the subtotal 5 = score for this category
4. POLICY EXECUTION
Implements Commission actions in accordance with the intent of Commission
Supports the actions of the Commission after a decision has been reached, both
inside and outside the City
Understands, supports, and enforces local government's laws, policies, and ordinances
Reviews ordinance and policy procedures periodically to suggest improvements to their
effectiveness
Offers workable alternatives to the Commission for changes in law or policy when an
existing policy or ordinance is no longer practical
Add the values from above and enter the subtotal = 5 = score for this category
Page 3 of 7 Initials
ATTACHMENT C AGENDA ITEM N 1A
NOVEMBER 24, 2014
6. REPORTING
Provides regular information and reports to the Commission concerning matters of
importance to the City, using the City charter as guide
Responds In a timely manner to requests from the Commission for special reports
Takes the initiative to provide information, advice, and recommendations to the
Commission on matters that are non -routine and not administrative in nature
Reports produced by the City Manager are accurate, comprehensive and concise
Produces and handles reports in a way to convey the message that affairs of the
City are open to public scrutiny
Add the values from above and enter the subtotal - + 6 = score for this category
6. CITIZEN RELATIONS
Responsive to requests from citizens
Demonstrates a dedication to service to the community and Its citizens
Maintains a nonpartisan approach in dealing with the news media
Meets with and listens to members of the community to discuss their concerns and
strives to understand their Interests
Gives an appropriate effort to maintain citizen satisfaction with City services
Add the values from above and enter the subtotal + 5 = score for this category
7. STAFFING
Recruits and retains competent personnel for staff positions
Applies an appropriate level of supervision to improve any areas of substandard
performance
Stays accurately informed and appropriately concerned about employee relations
Professionally manages the compensation and benefits plan
Promotes training and development opportunities for employees at all levels of the
organization
Add the values from above and enter the subtotal - + 6 = score for this category
Page 4 of 7 Initials
ATTACHMENT C
AGENDA ITEM # lA
NOVEMBER 24, 2014
8. SUPERVISION
Encourages heads of departments to make decisions within their jurisdictions with
minimal City Manager involvement, yet maintains general control of operations by
providing the right amount of communication to the staff
Instills confidence and promotes initiative in subordinates through supportive rather than
restrictive controls for their programs while still monitoring operations at the department
level
Develops and maintains a friendly and informal relationship with the staff and work force
in general, yet maintains the professional dignity of the City Manager's office
Sustains or improves staff performance by evaluating the performance of staff members
at least annually, setting goals and objectives for them, periodically assessing their
progress, providing appropriate feedback and appropriate mentoring
Encourages teamwork, innovation, and effective problem -solving among the staff
members
Add the values from above and enter the subtotal + 5 = score for this category
9. FISCAL MANAGEMENT
Prepares a balanced budget to provide services at a level directed by the Commission
Makes the best possible use of available funds, conscious of the need to operate the
the City efficiently and effectively
Prepares a budget and budgetary recommendations in an intelligent and accessible
format
Ensures actions and decisions reflect an appropriate level of responsibility for financial
planning and accountability
Appropriately monitors and manages fiscal activities of the City
Add the values from above and enter the subtotal + 5 =
Page 5 of 7 Initials
score for this category
ATTACHMENT C AGENDA ITEM 0 IA
NOVEMBER 24, 2014
10. COMMUNITY
Shares responsibility for addressing the difficult issues facing the City
Avoids unnecessary controversy
Cooperates with neighboring communities and the county
Helps the council address future needs and develop adequate plans to address long
term trends
Cooperates with other regional, state and federal government agencies
Add the values from above and enter the subtotal + 6 = score for this category
NARRATIVE EVALUATION
What would you identify as the manager's strength(s), expressed In terms of the principle
results achieved during the rating period?
What performance area(s) would you identify as most critical for Improvement?
Page 6 of 7 Initials
ATTACHMENT C AGENDA ITEM # IA
NOVEMBER 24, 2014
What constructive suggestions or assistance can you offer the City Manager to enhance
performance?
What other comments do you have for the City Manager; e.g., priorities, expectations, goals or
objectives for the new rating period?
Page 7 of 7 Initials