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Item 3A- City Appointed Positions Evaluation Summaries (2)AGENDA ITEM: SUBMITTED BY: DATE: BACKGROUND: BUDGET: CITY OF ATLANTIC BEACH CITY COMMISSION MEETING STAFF REPORT City Appointed Positions Evaluation Summaries Catherine Berry, Esq., Human Resources Director October 9, 2017 The City of Atlantic Beach has three appointed positions: City Manager, City Attorney and City Clerk. The City Manager is newly appointed, so he will not be evaluated this year. As you can see in the attached summary, the numerical value for each standard is reported as an average of the Commission's scoring. I've also listed all of the narrative comments ofthe Commissioners. I will ask the newly-appointed Commission to be thinking ofhow the process can be improved, and either e-mail or call me with comments and suggestions. I will then come back to the Commission with a new and improved version in December, and we will begin the evaluation process for the next fiscal year. No impact. RECOMMENDATION: For discussion only. ATTACHMENTS: City Attorney and City Clerk Evaluation Summaries will be added. REVIEWED BY CITY MANAGER: Agenda Item 3A October 23, 2017 City Attorney Performance Evaluation Summary City of Atlantic Beach, Florida Evaluation period: October 1, 2016 to September 30, 2017 PERFORMANCE CATEGORY SCORING OVERALL SCORE INDIVIDUAL CHARACTERISTICS 5 Diligent and thorough in the discharge of duties, "self-starter" 4. 7 Exercises good judgment 4.7 Displays enthusiasm, cooperation, and willing to adapt 5 Exhibits composure and attitude appropriate for the position Average 4.8 LEGAL CONSULTATION 4.3 Provides the scope of legal expertise necessary to meet the City's needs on issues that arise 4. 7 Provides her best and honest recommendations given all existing legal issues and ramifications 4. 7 Possesses knowledge of and provides efficient and effective advice on the City's Charter and Municipal Code 4. 7 Advice provided regularly takes into account and balances the overall goals and objectives of the City 5 Proactively identifies potential legal issues when he is aware of them to avoid problems from occurring 5 Accurately identifies and addresses all legal issues within documents and items that she reviews Average 4.7 Agenda Item 3A October 23, 2017 LEGAL REPRESENTATION 4. 7 Aggressively represents the interests of the City as directed by the Commission 4.3 Approach to legal matters is effective in achieving the best possible legal outcomes for the City's interests given the issues that arise 5 Represents the City in a professional and ethical manner 4. 7 Is impartial and objective in her duties and responsibilities 4.3 Estimates of legal impacts are reasonably accurate on a regular basis Average 4.6 STAFF WORK 4.3 Prepares ordinances, resolutions, contracts and other legal work accurately and consistent with the direction and objectives communicated by the Commission, City Manager and/or Department Heads 4. 7 Maintains a good working relationship with members of the City's management team 4. 7 Able to maintain the Commission's and Staff's confidence while informing them of the different legal risks that proposed actions might generate 5 Displays a positive attitude in carrying out her responsibilities and responding to requests Average 4.7 COST/FISCAL ACCOUNTABILITY AND CONTROL 3.7 Effectively manages and controls legal costs given the issues, assignments and requests made to her 2 Agenda Item 3A October 23, 2017 4. 7 Legal tasks are performed with appropriate authorization according to established procedures and contract requirements 4 Fiscally effective approach in achieving best possible legal outcomes for the City's interests given the issues that arise 4 Invoices accurately identify tasks and expenses in sufficient detail to provide accountability and cost control. Average 4.1 RESPONSIVENESS/TIMELINESS OF ACTIONS 4.3 Requested legal work and assignments are completed in a timely manner within established time frames 4. 7 Accessible when needed to respond to requests for legal information and assistance 4 Timely completion of legal reviews and requests for information 4. 7 Effective follow-up to requests that are made to her 4.3 Accurately interprets and clarifies Commission and City Manager direction Average 4.4 COMMUNICATIONS 4. 7 Effectively communicates with Commissioners, City Manager and Department Heads 4. 7 Answers are provided in a timely and understandable manner 5 Maintains confidentiality with regard to all legal matters, as appropriate Average 4.8 3 Agenda Item 3A October 23, 2017 City Clerk Performance Evaluation Summary City of Atlantic Beach, Florida Evaluation period: October 1, 2016 to September 30, 2017 PERFORMANCE CATEGORY SCORING OVERALL SCORE INDIVIDUAL CHARACTERISTICS 3.8 Diligent and thorough in the discharge of duties, "self-starter'' 3.8 Exercises good judgment 4.4 Displays enthusiasm, cooperation, and willing to adapt 4.2 Exhibits composure and attitude appropriate for the position Average 4 PROFESSIONAL SKILLS AND STATUS 4 Maintains knowledge of current developments affecting the practice of the Clerk's Office 3.6 Demonstrates a capacity for innovation and creativity 3.6 Anticipates and analyzes problems to develop effective approaches for solving them 4.2 Willing to try new ideas proposed by Commission members and/or staff 4.2 Sets a professional example by handling affairs of the Clerk's office in a fair and impartial manner Average 3.9 Agenda Item 3A October 23, 2017 CITY CLERK FUNCTIONS 3.6 Oversees the appropriate maintenance of all records of the City and oversees the records retention and destruction process 4.2 Provides accurate and timely agendas and successfully manages the agenda process for the Commissioners, City Manager and Department Heads 4.6 Attends all regular and special meetings of the Commission and successfully provides accurate official minutes of the proceedings 4 Manages all public records requests 4.2 Manages municipal elections, and exhibits knowledge of principles and practices of municipal code and pertinent election law 4.6 Ability to meet and serve the public with tact and creditability Average 4.2 REPORTING AND RECORDS 3.6 Provides regular information and reports to the Commission concerning matters of importance to the City, using the City Charter as a guide 4.2 Responds in a timely manner to requests from the Commission for special reports 3.6 Takes the initiative to provide information, advice and recommendations to the Commission on functions and issues involving the Clerk's Office 4.2 Effectively manages records and indexing of records for public use 4.8 Understands Florida Public Records and Government in the Sunshine Laws Average 4 Agenda Item 3A October 23, 2017 FISCAL MANAGEMENT 4.4 Makes the best possible use of available funds, conscious of the need to operate the Clerk's Office efficiently and effectively 4 Prepares a budget and budgetary recommendations in an intelligent and accessible format 4.2 Ensures actions and decisions reflect an appropriate level of responsibility for financial planning and accountability 4.2 Appropriately monitors and manages fiscal activities of the Clerk's Office Average 4.2 STAFFING AND SUPERVISION 3.4 Manages staff effectively 3.8 Encourages teamwork, innovation and effective problem- solving among staff members 3.8 Instills confidence and promotes initiative in subordinates through supportive controls for their programs while still monitoring operations at the staff level 3.2 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 3.8 Promotes training and development opportunities for employees Average 3.6 Agenda Item 3A October 23, 2017