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Ord. No. 17-09-2009ORDINANCE NO. 17 -09 -2009 AN ORDINANCE OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, RELATING TO THE POSITION OF THE CITY MANAGER; AMENDING THE CODE OF ORDINANCES CHAPTER 2, "ADMINISTRATION AND CITY GOVERNMENT," SECTION 2 -4.4, ENTITLED "RESERVED," PROVIDING FOR AN ANNUAL PERFORMANCE EVALUATION; PROVIDING FOR SEVERABILITY; PROVIDING FOR ORDINANCES IN CONFLICT; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City Manager in a "city- manager" form of government serves as the chief administrative and executive officer of the city; and, WHEREAS, the City Manager is hired to serve the City Commission and the Community while bring to the local government the benefits of training and experience in administering local government projects and programs on behalf of the governing body; and, WHEREAS, the City Manager prepares a recommended budget for the City Commission's consideration; recruits, hires, and supervises the government's staff; serves as the commission's chief adviser; and carries out the commission's policies; and, WHEREAS, the City of South Miami recognizes the importance and responsibility of this key position; and, WHEREAS, the City Commission recognizes its duty to provide clear direction, oversight and annual evaluations of the City Manager's performance for adoption of an annual budget and of appointed staffs' administration of City operations; and; WHEREAS, the City Commission recognizes such evaluations are a good mechanism of ensuring strong working relationships and of communicating priorities. NOW, THERFORE, BE IT ORDAINED BY THE MAYOR AND THE CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA THAT: Section 1. The City of South Miami Code of Ordinances, Chapter 2, "Administration and City Government," Section 2 -4.4, entitled "reserved" is hereby amended to reads as follows: 2-4.4 Reserved. City Manager evaluation. (a) In order to establish and maintain effective City Commission and City Manager relations it is essential that the City Commission establish an ongoing evaluation process that offers an opportunity for each party to review the performance of the City Page 1 of 3 Ord, no. 17 -09 -2009 Manager. This evaluation should focus on how effectively the City Manager is accomplishing the goals established by the City Commission and how s /he is carrying out his /her responsibilities in key performance areas. Specifically, the evaluation should sere the following needs: 1) Allow the City Manager and City Commission to test, identify, refine and tailor their respective roles relationships and expectations of responsibilities to each other. 2) Compare the progress of the City toward achieving the interim goals mutually agreed to by the City Commission and the City Manager during the Budget Process, 3) Allow discussion of the City Manager's strengths and weaknesses as demonstrated by performance during the evaluation period with the objective of increasing the City Manager's effectiveness. 4) Give the City Commission the opportunity to provide positive feedback in areas that have been handled well and to clarify areas where the City Manager could become more effective through improved performance (b) The following process is established to conduct the performance evaluation of the City Manager: 1) The evaluation process shall occur each year within sixtTJ601days of before the City Manager's contract anniversary date. However, the Commission may require an additional evaluation at any time during the year. 2) Approximately two (2) weeks before the evaluation is scheduled the City Clerk shall provide each Commission member with a copy of the standard evaluation form. 3) The Mayor and each Commission member shall complete an evaluation form and then meet with the City Manager to review their respective evaluations. i - the evaluation results. 4) The G*tv Clerk shall tabiliatp (c) Any performance evaluation of the City Manager shall not be construed as a contractual promise or guarantee of a Da v raise a contract or covenant of employment, nor is it a guarantee of employment if certain performance standards are met. Continued employment of the City Manager is solely a decision of the City Commission. Section 2. If any section, clause, sentence, or phrase of this ordinance is for any reason held invalid or unconstitutional by a court of competent jurisdiction, this holding shall not affect the validity of the remaining portions of this ordinance. Page 2 of 3 Ord. No, 17 -09 -2009 Section 3. This ordinance shall be effective immediately after enactment. Section 4. All ordinances or parts of ordinances in conflict with the provisions of this ordinance are repealed. Section 5. This ordinance shall be codified and included in the Code of Ordinances. PASSED AND ADOPTED this 18th ATTEST: JYbC bE � RK -Y - -� 1St Reading - 8/4/09 2nd Reading--: 8/18/09 U WAMy Documents \resolutions \Ordinance eval cm.doc day of August 12009 Page 3 of 3 APPROVED: COMMISSION Mayor Feliu: Vice Mayor Be Commissioner Commissioner Commissioner VOAE:,/ 5 -0 Yea asley: Yea Palmer: Yea Newman: Yea Sellars: Yea CITY OF SOUTH MIAMI Performance Evaluation Form City Manager Each member of the City Commission should complete this form, rating the City Manager's performance in each of the areas noted below. The Manager's tasks are divided into (5) categories and provides for the rating of each item in the category using the evaluation scale shown. Spaces are also provided for additional comments. CITY MANAGER EVALUA EVALUATION PERIOD June 2006 —June 2007 DATE EVALUATION SCALE 5- Outstanding Consistently achieves and exceeds all standards /objectives of work performance 4- Very Effective Regularly meets and frequently exceeds standards of work performance 3- Effective Regularly meets standards of work performance 2- Marginally Effective Often fails to meet standards of work performance I- - Ineffective Clearly and consistently fails to meet standards of work performance I. MANAGEMENT STYLE /PROFESSIONALSKILLS Maintains open and informative communications with the City Commission Knowledgeable of current developments affecting the local government management Feld Effectively implements and enforces City policies and procedures Demonstrates a capacity for innovation and creativity Anticipates problems and develops effective approaches for solving them Performance Evaluation Form / City Manager Page Two MANAGEMENT STYLE / PROFESSIONAL SKILLS (Continued) Maintains a woik atmosphere. conducive to productivity and efficiency Takes responsibility for staff actions Encourages department heads to make decisions within their own areas without the City Manager's approval, yeti maintains general control of operations Motivates city staff to work as a team and seek ways to be innovative and oriented toward effective problem solving Properly controls the city's operational and functional activities and motivates others to maximum performance Effectively recruits qualified professional staff COMMENTS: 2. FISCAL MANAGEMENT Possess knowledge of governmental accounting / budget procedures Prepares a balanced budget to provide services at a level directed by the City Commission Strives to make the best possible use of available funds, conscious of the need to operate the local government efficiently and effectively Possess awareness of the importance of financial planning and accounting controls through long range fiscal forecasting Utilizes effective negotiation with labor unions to minimize costs to the City Expenditures are made within budget limitations according to established policy Strives to obtain grants and outside financial resources to promote City projects and concerns COMMENTS: Performance Evaluation Form / City Manager Page Three 3. PERSONAL SKILLS,/ COMMUNICATIONS Willing to commit time necessary to complete required tasks Demonstrates high concern for ethical behavior and procedures Skillful in verbal communication Skillful in written communication Informs the Commission of current issues and administrative developments Encourages a positive altitude regarding the City and its employees Receptive to constructive criticism and advice Manages stress effectively COMMENTS: 4. RELATIONS WITH THE CITY COMMISSION Works with the Commission to establish annual goals and objectives and provides regular reports Carries out the directives of the Commission Assists the Board in establishing policy, while acknowledging the ultimate authority of the Commission to set policy Supports the action of the Board after a decision has been reached, both inside and outside City Hall Offers workable revisions to the Commission for changes in taw or policy when an existing policy or ordinance is impractical COMMENTS: r; Performance Evaluation Form / City Manager Page Four 5. COMMUNITY RELATIONS Effectively addresses and accommodates citizen complaints in a timely fashion Shows sensitivity and respect to the diversity of the City's population Responsive to issues of both commercial and residential populations Takes a "hands -on" approach towards issues and concerns Takes a diplomatic and positive approach to problem solving Projects a positive image on behalf of the City of South Miami COMMENTS: ADDITIONAL SUMMARY COMMENTS: OVERALL RATING: 5 - Outstanding 3 — Effective 4 — Very Effective 1 2 - Marginally Effective I — Ineffective EVALUATOR NAME EMPLOYEE NAME Y . DATE TE South Miami gouty f o'a F � b&AlI1C163�r CITY OF SOUTH MIAMI PERFORMANCE EVALUATION 2001 Quick Reference Sheet Summary: A performance evaluation is an opportunity for a manager and an employee to meet and discuss organizational priorities and to set performance goals for the employee. The evaluation should focus on the key behaviors that management has assessed as important to the organization. All performance evaluations should assist employees to meet their performance goals. Appraising employees should be an ongoing process to ensure that employees are aware of their performance throughout the year. KEEPING LINES OF COMMUNICATION OPEN IS ESSENTIAL TO THE SUCCESS OF THE PROCESS Common obiectives of effective performance evaluations are to: • Give and seek honest feedback - Employees perform better when they are allowed to speak openly and clarify performance measures. • Apply uniform performance standards that assure fairness and eliminate confusion. • Encourage them to participate in the process of setting performance goals and assess their progress in meeting these goals. Key to a well prepared effective appraisal can be accomplished bv: • Using specific examples to document both positive and negative accomplishments. • List specific ways for the employee to improve on the negatives. • Listing specific compliments for the positives. THE APPRAISAL MEETING Some ideas when meeting with the employee is to: • Hold meeting in private and allow plenty of time. • Conduct meeting within a week of the official review date. • Discuss and cite specific examples of both positive and negative issues. • Discuss the role of the employee and his or her performance as it relates to the department and to the company as a whole. • If employee receives unsatisfactory rating, no merit increase will be given. A follow up three (3) or six (6) month review will be determined by Department Head to assess progress and determine whether a merit increase will be given at that time. • Establish goals for the next review period (It may be appropriate to provide an action plan to meet the goals and set a time frame for goals to be met). • Goals must be action oriented (ex: We will have weekly meetings and the employee must come prepared to discuss quotas, error rates). • Goals should be measurable (ex: We will increase output by 20 percent). ✓ The action plan should also cover the employee's plans for improving problem areas (ex: additional training, monitoring). ✓ Goals must be recorded on the appraisal form. The employee must sign to acknowledge receipt. ✓ The employee must be given a copy of the appraisal Performance Evaluation -Quick Reference Sheet Page 2 1/2006 Prepaying for the Evaluation: The Human Resources Department is responsible for notifying department heads of employee annual review dates.. An electronic email will be sent to each department head advising them of upcoming annual reviews on a quarterly basis. Annual reviews will be prepared and sent to City Manager's office for approval. Once approved, the department head must schedule appointment with employee. Instructions: 1. Prior to completing the evaluation, you must review the job description, employee's personnel file, attendance and comments prepared throughout the year. 2. When employee falls short of expectations, explain and cite speck examples and provide an action plan of the changes needed to be made. When above average PRAISE performance and include plan for continuance. 3. Forward evaluation to City Manager prior to sitting with employee. 4. Once approved by the City Manager, schedule the review and notify employee at least a week in advance. 5. Select a location free of distractions. 6. Discuss action plan for improving or maintaining performance. 7. Signing evaluation will not indicate an employee's agreement with its content; instead the signature is acknowledgement that the evaluation has been reviewed with the .employee. 8. Provide copy to employee. In some instances, the employee may wish to review in which case a follow -up meeting should be scheduled within that week. 9. 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