Loading...
HomeMy WebLinkAbout2011 08 22 Regular 600 City Manager EvaluationCOMMISSION AGENDA ITEM 600 Consent Informational Public Hearing Regular X August 22, 2011 MGR. /DEPT. Regular Meeting Authorization REQUEST: City Manager requesting the Commission to review information regarding the City Manager's annual performance evaluation for the evaluation period ending May 25, 2011. SYNOPSIS: Consistent with terms of the City Manager's employment agreement and related best practices, his performance is to be evaluated annually, for the evaluation period ending May 25 of that year. Information relative to that evaluation is provided herein for the Commission's consideration. CONSIDERATIONS: It is my humble belief that we have continued to make positive strides as a City and a team over the past year. We have again balanced an incredibly challenging budget in difficult economic times, maintained adherence to our Strategic Plan, practiced teamwork amongst our staff, further improved operational efficiencies, further enhanced customer service, further improved transparency in the operations of City government, and implemented further improvements in communication with our citizens. I remain proud to have been afforded and trusted with the opportunity to work with the Mayor & Commission and to lead our talented staff in facilitating these improvements and implementing the policy directives of the Commission. Below please find a summary of some of our activities and accomplishments over the past year for your consideration: Summary of Accomplishments • Balanced a challenging Fiscal Year 2011 Budget with no increase in millage rate, no reduction in services provided to our citizens, and no utilization of reserves for operating purposes. • Through fiscal conservatism and pro- active management efforts, FY 2010 General Fund operations (audited) ended with "Net Income" of $14,391, which is noteworthy in that we budgeted a $1.2 million "Net Loss" due to planned utilization of reserves for capital projects and payoff of Senior Center Loan. • Facilitated changes to Winter Springs' Employee Pension Plan aimed at reducing costs ($600,000 annual savings; $28,400,000 (nominal dollars) savings over the forecast period of the plan) and providing sustainability to the Plan, while maintaining sound benefits for our employees. • Created an implemented a new City Manager Evaluation process to include: ■ 360 Evaluation Process for employees. ■ New Metric - Driven Evaluation Form for Commissioners. • Prepared and presented, in concert with Mayor & Commissioners and City Clerk, Public Integrity and Transparency in Government Seminar at Florida League of Cities 84 Annual Conference. Seminar was very well attended (approx. 200 participants) and well received by participants. • Published Transparency and Communication in Government: The Key to Earning Constituents' Trust article in the Nov/Dec 2010 issue of Quality Cities Magazine. • Facilitated renewal of Solid Waste agreement with Waste Pro for four years at no rate increase to citizens. • Refinanced four (4) outstanding City Bond Issues (utilizing Commercial Bank Notes) resulting in over $1.4 million in Debt Service savings (nominal dollars) and an additional $200,000+ in Issuance Cost savings. Further, provides flexibility for future payoff(s) and saves staff time and costs via reduction in related administrative burden. • Additionally, Refinanced Oak Forest Debt resulting in a savings of approx. $34,000 in interest costs, payoff of loan 13 years ahead of schedule, and generating approx. $24,000 in interest revenue to the City. • Received affirmation of Fitch AA Bond Rating with stable outlook. • Received affirmation of S &P AA Bond Rating with stable outlook. • (City) Received GFOA Distinguished Budget Award and Certificate of Achievement for Excellence in Financial Reporting. • City experienced an overall 23% Reduction in Crime Rate for 2010 (per Uniform Crime Reporting (UCR) stats). • Instituted new mandatory Customer Service Training Initiative for City employees. • Created new "Dashboard" reporting system to improve internal (management) and external (customer) reporting. • Instituted new Paperless Agenda Process (created in- house) resulting in significant recurring cost savings and process improvements. • Facilitated new "Go Local" (free) program at www.wintersprin sg fl.org to help local Winter Springs businesses connect with their customers. • Rolled out new Winter Springs Economic Development website and brochure. • Settled long outstanding "Grubbs v. Winter Springs Lawsuit." • Settled long outstanding "Esterson v. Winter Springs Lawsuit." • Presented Celebration of Freedom Event at significant cost savings. Less than $11,000 in general fund dollars expended with no reduction in quality of the event. • Instituted new banner program at Winter Springs Hound Ground aimed at generating revenue sufficient to cover park operating costs. • Implemented new Christmas Banner program to replace Christmas Decorations, saving $87,000 in tax dollars over five -year amortization period. • Implemented New Pole Banner sponsorship program. • Expanded flexibility /use of credit cards for customer payments. • Facilitated changes to Utility Billing related codes to improve customer service. AUGUST 22, 2011 • REGULAR AGENDA ITEM 600 PAGE 2 • Facilitated amendments to City's Comp Plan relative to the GreeneWay Interchange District (GID) to encourage and incentivize development. • Completed Ranchlands Paving Project PH II. • Facilitated Winter Springs Village Project and associated resident "charrett." • Implemented New City Volunteer Policy. • Facilitated and completed City Charter Review Process per Commission directive. • Created (and hired) new Water Conservation Coordinator position. Position funded via deletion of another position deemed no longer necessary. • Facilitated $550K Shepard Road Project from CRA funds. • Facilitated increase in Maximum Tenant Area in Commerce Center Zoning District. • Initiated process of developing an interlocal agreement with County re: annexation of enclaves. Strategic Plan Update In addition to the aforementioned accomplishments, I also believe we have been successful in implementing and adhering to a new paradigm in the operations of City government and the delivery of City services, as memorialized in our Strategic Plan. We have worked diligently to adhere to these values and continue to receive many positive comments from our citizens regarding our approach. Additionally, staff continues to pursue the Commission - adopted goals incorporated in our Strategic Plan and to implement the strategies associated with achieving those goals. An interim status report on our progress is attached herein (Attachment A) to aid the Commission in its current review of the Manager's performance. Performance Evaluation Form The Commission previously approved the utilization of the attached City Manager Evaluation and Scoring Form for evaluation of the annual performance of the City Manager. This form is again attached (Attachment B) for this review period for those Commissioners that desire to utilize this specific evaluation approach. 360 Evaluation Survey As was the case during the prior evaluation period, we have again utilized a 360 evaluation survey to aid in evaluation of the Manager's performance. This important and valuable tool was presented to and completed by each Department Director and several of their key management staff In total 14 employees completed this evaluation. The results are included in Attachment C herein. FISCAL IMPACT: Due to budget constraints, City employees were not given merit increases and no funds are allocated for this purpose in FY 2011. AUGUST 22, 2011 • REGULAR AGENDA ITEM 600 PAGE 3 COMMUNICATION EFFORTS: This Agenda Item Has Been Electronically Forwarded To The Mayor And City Commission, City Attorney /Staff, And Is Available On The City's Website, LaserFiche, And The City's Server. Additionally, Portions Of This Agenda Item Are Typed Verbatim On The Respective Meeting Agenda Which Has Also Been Electronically Forwarded To The Individuals Noted Above, And Which Is Also Available On The City's Website, LaserFiche, And The City's Server; Has Been Sent To Applicable City Staff, eAlert /eCitizen Recipients, Media/Press Representatives Who Have Requested Agendas /Agenda Item Information, Homeowner's Associations/Representatives On File With The City, And All Individuals Who Have Requested Such Information. This Information Has Also Been Posted Outside City Hall, Posted Inside City Hall With Additional Copies Available For The General Public, And Posted At Five (5) Different Locations Around The City. Furthermore, This Information Is Also Available To Any Individual Requestors. City Staff Is Always Willing To Discuss This Agenda Item Or Any Agenda Item With Any Interested Individuals. RECOMMENDATION: The City Manager recommends that the City Commission review and utilize the information provided in this agenda item (as well as any other data /information deemed appropriate) for purposes of evaluating and rating the City Manager's performance for the annual review period ended May 25, 2011, via the attached City Manager Evaluation Form or other method the individual Mayor /Commissioner deems appropriate. ATTACHMENTS: • A: Strategic Plan Interim Update - as of 8/1/11 • B: City Manager Performance Evaluation Form - Evaluation Period Ending 5/25/11 • C: City Manager 360 Evaluation Survey - Evaluation Period Ending 5/25/11 AUGUST 22, 2011 • REGULAR AGENDA ITEM 600 PAGE 4 Attachment A: Strategic Plan Interim Update - 2011 Goal 1: Identify tools, timelines, and resources to improve internal and external communication Strategy 1: Create and Implement a new and improved City website. Due Date: Completed Date: 2009 -12 -31 12/15/2009 Fiscal Impact: $0 Outcome: Improves ease of use and access to information by customers via a more intuitive and easier to navigate website. Status /Updates Owner Date Comment Joanne Dalka 5/27/2010 This strategy has been completed and an Informational Agenda Item was approved on December 14, 2009, informing the Commission of the site's new launch on December 15, 2009. Randy Stevenson 8/9/2011 Staff continues to incorporate new options for the website in terms of getting information at the website and permitting via the site. The goal is to make information no more than three "clicks" away for the customer using the site. Joanne Dalka 8/10/2011 Additional enhancements were made to home page of City website to improve functionality and provide access to more information in a more concise format. Strategy 2: Offer Commission and staff external access to City intranet. Due Date: Completed Date: 2011 -09 -30 Fiscal Impact: $10,500 Outcome: Improves efficiency by providing Commission and staff an additional means of access to resources, documents, and City archives. Status /Updates: Owner Date Joanne Dalka 5/27/2010 Comment This item is to be budgeted for in FY11. Joanne Dalka 7/21/2011 This item is currently in progress and is scheduled to be completed by 12/31/11. Strategy 3: Implement a Voice Over IP phone system. Due Date: 2011 -09 -30 Completed Date: Fiscal Impact: $220,000 Outcome: Reduces costs, provides greater flexibility and reliability, provides faster response to customer requests, and improves access to users by offering enhanced modes of communication (voice mail notification, unified messaging, etc.). Status /Updates: Owner Date Comment Joanne Dalka 5/27/2010 This item is to be budgeted for in FY11. Joanne Dalka 7/21/2011 This item was bid in an RFP and a recommendation is scheduled to go to Commission in September 2011. A decision for project approval and funding will be made at that time. Strategy 4: Develop and implement Twitter and /or Faceeook sites for the City. Due Date: Completed Date: 2009 -10 -31 1/1/2010 Fiscal Impact: $0 Outcome: Provides progressive, additional means of communication to advise citizens of ongoing City activities, information, and events (subject to Sunshine Law /Public Records limitations). Status /Updates: Owner Date Comment Joanne Dalka 5/27/2010 Due to legal issues surrounding Public Records disclosure on online content this item has been postponed. Joanne Dalka 7/21/2011 This item was discussed again in agenda item Regular 602 on 05/09/11 where it was decided not to proceed with any social media sites at this time. Strategy 5: Install a permanent electronic message sign at City Hall. Due Date: Completed Date: 2010 -04 -01 4/1/2010 Fiscal Impact: $27,000 Outcome: Provides an additional communication tool to disseminate information to the public. Status /Updates: Owner Date Randy Stevenson 5/21/2010 Comment Electronic Message sign has been installed in front of City Hall. Joanne Dalka 5/27/2010 The sign has been installed and is being maintained and updated on a daily basis. Strategy 6: Automate processing and routing of internal forms within various City departments via utilization of SharePoint. Due Date: Completed Date: 2010 -09 -30 Fiscal Impact: $0 Outcome: Improves efficiency by promoting the use of intelligent automated forms -based routing and providing a centralized location for internal users to locate routinely requested information. Reduces staff time. Reduces paper usage, lessening impacts on the environment. Status /Updates: Owner Date Comment Randy Arcebido 2/2/2010 Conducted training on Surplus Assets and Strategic Goals. Randy Arcebido 2/26/2010 Implemented Sharepoint Form: Surplus Assets Randy Arcebido 2/26/2010 Created Sharepoint form: HR Employment Application but later migrated that form to a PDF form for use on the City's website. Randy Arcebido 3/1/2010 Implemented Sharepoint Form: Strategic Goals Randy Arcebido 3/5/2010 Implemented Sharepoint Form: Departing User Randy Arcebido 3/5/2010 Implemented Sharepoint Form: New User Joanne Dalka 6/2/2010 This will be an ongoing process. We will be automating forms on a continual basis as needed. Randy Arcebido 8/4/2011 Conducted the City Manager 360 Survey for 2010. Randy Arcebido 3/21/2011 Implemented Sharepoint Form: Change User Randy Arcebido 4/5/2011 Created section in Projects Center geared toward ERP replacement research for collaboration with all departments. Joe Alcala 6/2/2011 Conducted the City Manager 360 Survey for 2011. Joanne Dalka 8/3/2011 SharePoint will be utilized to further automate and enhance our Commission agenda paperless process. Anticipated rollout September 2011. Strategy 7: Facilitate periodic Community and Business Visioning Workshops. Due Date: 2010 -04 -01 Fiscal Impact: $0- $2,000 Completed Date: 6/9/2009 Outcome: Provides an opportunity for customer input and involvement in on -going City visioning and strategic planning. Status /Updates Owner Date Comment Randy Stevenson 2/26/2009 A Visioning workshop was held with our citizens. Information received at these workshops has been incorporated into strategic goals and processes. Randy Stevenson 6/9/2009 A Visioning workshop was held with the business community. Information received at these workshops has been incorporated into strategic goals and processes. Randy Stevenson 2/25/2010 A Development Review panel discussion was held with individuals who have been through the site plan review, permitting, and inspection or application process at the City. Recommendations from this discussion are currently being reviewed by staff for use in possible process changes. Some recommendations have already been implemented or are in the works. Kevin Smith 3/21/2009 Goal Setting Workshop for Strategic Plan facilitated with Commission. Randy Stevenson 8/2/2011 A workshop was held on August 1, 2011 for the purpose of considering changes to the Town Center Code and Comprehensive Plan in relations to the overall development of the Town Center Area. A consensus of the Commission was to move forward with the implementation of a transect- based code within the framework of the current Town Center boundary. Efforts are underway to re -write the Town Center Code and certain applicable sections of the Comprehensive Plan. Goal 2: Identify opportunities and develop strategies to create a customer/business-friendly experience Strategy 1: Perform comprehensive review of current Utility Billing policies and procedures. Due Date: Completed Date: 2010 -08 -30 Fiscal Impact: $0- $5,000 (Enterprise Fund) Outcome: Revises policies and procedures as warranted to achieve a reasonable balance between customer relations and the City's fiduciary responsibilities. Status /Updates: Owner Date Comment Shawn Boyle 5/21/2010 Comprehensive review of current policies and procedures completed. Shawn Boyle 6/2/2010 Evaluating warranted revisions /improvements to policies and procedures for recommendation to City Commission. Shawn Boyle 8/3/2011 Ordinance 2011 -11 revising UB policies and procedures scheduled on the August 8, 2011 Commission agenda. Shawn Boyle 8/3/2011 Remaining ordinance changes relative to UB policies and procedures scheduled for consideration by Commission in September 2011. Shawn Boyle 8/8/2011 Ordinance 2011 -11 went before Commission and past first reading. Second reading scheduled for August 22, 2011 Shawn Boyle 9/12/2011 Policies on Bank Draft and Special Payment arrangements are to be reviewed and taken before Commission on September 12, 2011. Strategy 2: Implement additional customer service training for City staff. Due Date: Completed Date: 2010 -09 -30 9/2/2010 Fiscal Impact: $0- $5,000 (Enterprise Fund) Outcome: Provides employees with additional tools and enhanced skill set /knowledge base to assist in delivery of outstanding customer service. Status /Updates: Owner Date Shawn Boyle 6/2/2010 Comment Customer Service training is being scheduled for the second week in Sept. to include all UB billing staff and community development staff Shawn Boyle 9/2/2010 Shawn Boyle 7/13/2011 Shawn Boyle 8/11/2011 Customer service class was held, attendance was very high. Additional classes will be scheduled in the future. Manager of UB continued in -house customer service training Customer Service training has been slated and budgeted for F12. Strategy 3: Implement e- Billing option for Utility customers. Due Date: Completed Date: 2010 -09 -30 Fiscal Impact: $15,000 (Enterprise Fund) Outcome: Provides utility customers an option to receive bills electronically and saves money by reducing printing and postage expenses. Status /Updates: Owner Date Comment Shawn Boyle 5/4/2010 Evaluation has been completed. This process will be implemented with the new Munis upgrade. April 2011 Shawn Boyle 8/11/2011 Met with Axis (current billing printer) to discuss alternative e- billing options, predicated upon cost and vendor transition concerns Shawn Boyle 8/11/2011 Cost of e- billing has been put on hold until a decision has been reached on future software implementation Strategy 4: Implement an e- Application for permits, business tax receipts, and Utility Billing forms. Due Date: Completed Date: 2010 -12 -31 Fiscal Impact: $5,000 - $10,000 (Enterprise Fund) Outcome: Creates a more convenient and expeditious process for customers to submit and receive licenses, permits, and forms. Status /Updates: Owner Date Comment Shawn Boyle 5/19/2010 Met with vendor, waiting on pricing Randy Stevenson 5/28/2010 Many permit applications are already available on line. Garage Sale permits can be issued on line with no customer presence at City Hall required. Other permits will be processed on line when electronic payments can be accepted Randy Stevenson 8/9/2011 Credit card payments can now be processed over the phone for re- inspection fees and BTRs. Once the KIVA software is replaced, additional permits will be available online. The current software does not support this application. "Orphan" permits can be submitted via e-mail or FAX. Shawn Boyle 8/11/2011 Pending new software review- ETA for review completion 9/30/2011. RFP was complete in July. Strategy 5: Implement an e- Application for processing development and building plans. Due Date: Completed Date: 2011 -09 -30 Fiscal Impact: $0- $140,000 (Enterprise Fund) Outcome: Creates a more expeditious and convenient process for customers to submit, and the City to review, development and building plans. Status /Updates: Owner Randy Stevenson Joanne Dalka Date Comment 2/25/2010 Development and aesthetic review plans now being submitted electronically 5/27/2010 In progress. Currently evaluating software alternatives. Randy Stevenson 8/9/2011 The current software does not support this application. Staff is evaluating RFPs for a new software product that will facilitate the e- application process. One aspect of this review is the possible implementation of an electronic plans review capability. Strategy 6: Enter Business Tax Receipts and Building Permit payments in KIVA rather than MUNIS. Due Date: Completed Date: 2009 -07 -08 7/8/2009 Fiscal Impact: $0 Outcome: Eliminates redundant entry into two systems. Provides more expeditious business tax receipt distribution to customers and ensures timely payment remittance information to the Seminole County Tax Collector's Office. Status /Updates: Owner Date Comment Joanne Dalka 5/27/2010 Business Tax Receipts are now being entered and maintained in the KIVA application. Randy Stevenson 8/2/2011 Development Services personnel are now accepting and processing payments for permits, BTRs, and development applications when submitted by check and credit card. Strategy 7: Evaluate the feasibility of both an over - the - counter and on -line credit /debit card payment acceptance system. Due Date: Completed Date: 2010 -09 -30 5/19/2010 Fiscal Impact: $25,000 - $35,000 (Enterprise /General Fund) Outcome: Expands customers' ability to utilize credit /debit cards in more service areas. Reduces processing fees. Status /Updates Owner Date Comment Shawn Boyle 5/19/2010 • Scheduled for presentation to Commission at June 28th meeting. • Credit card applications completed • Go live date July 30, 2010 Shawn Boyle 8/11/2011 Acceptance of credit cards have been expanded to Development Services and Police department Strategy 8: Institute an Escrow Account System process whereby developers /contractors may deposit funds with the City to offset future building plan and permit fee charges. Due Date: 2010 -09 -30 Completed Date: 8/1/2011 Fiscal Impact: $5,000 - $15,000 (Enterprise Fund) Outcome: Improves efficiency in the delivery of services by allowing developers /contractors the option to secure permits /approvals remotely. Provides an alternate method of payment for developers /contractors to pay for City services. Status /Updates: Owner Date Comment Randy Stevenson 5/28/2010 CDD working with Finance and IS Departments to evaluate best business - friendly option. Randy Stevenson 8/3/2011 Working with the Finance Director, staff has opined that an auto -draft mechanism is preferable to a standard escrow account in that the developer /contractor does not have to deposit funds which must be administered by the City and they get the benefit of being able to have funds drawn via the auto -draft process without having to come to City Hall. Until the funds are drafted to pay for a permit, they remain in the control of the developer /contractor. Strategy 9: Complete upgrade to MUNIS version 7.3 and implement new MUNIS on- line system and time /attendance modules. Due Date: Completed Date: 2010 -08 -01 12/6/2010 Fiscal Impact: $12,500 (Enterprise /General Fund) Outcome: Provides external customers with an upgraded user interface for greater functionality to view and pay their utility bills. Increases functionality and efficiency in payroll processing and provides online employee access to appropriate Human Resource information. Status /Updates: Owner Date Joanne Dalka 5/27/2010 Joanne Dalka 12/27/2010 Comment The external customers interface has been upgraded and launched on the City's website. Payroll processing is currently in the test phase and is on schedule. Munis was upgraded to version 7.3 earlier this year. Munis ESS Time and Attendance went live on 12/6/2010. Strategy 10: Modify current Community Development Department customer phone call routing to ensure prompt and proper customer response. Due Date: Completed Date: 2009 -10 -01 3/1/2010 Fiscal Impact: $1,200 (Enterprise Fund) Outcome: Improves customer accessibility to staff. Ensures proper direction of calls to appropriate staff and timeliness of response to customer. Status /Updates Owner Date Comment Randy Stevenson 5/28/2010 Modifications to the extent possible with current equipment and staffing level have been made to provide secondary and tertiary phone call back up. Secondary backup was formally initiated in September 2009 and tertiary back up in March 2010. Randy Stevenson 8/3/2011 All permitting staff and the administrative secretary have been provided mobile ear pieces for remote answering of phones. The calls continue to rotate to secondary and, if necessary, tertiary backup staff to answer and provide assistance to our citizens /customers. Strategy 11: Install an electronic information kiosk in City Hall lobby. Due Date: Completed Date: 2009 -10 -31 9/30/2009 Fiscal Impact: $500-$1,000 Outcome: Provides alternative to standing in line; reduces customer wait time; empowers customer by providing electronic access to a range of City information; and maximizes utilization of current staff. Status /Updates: Owner Date Comment Joanne Dalka 5/27/2010 This item has been competed. Kiosk is online. Strategy 12: Develop an Economic Development Incentive Program. Due Date: Completed Date: 2010 -09 -30 Fiscal Impact: TBD Outcome: Incentivizes smart development and diversifies tax base to reduce the residential tax burden. Status /Updates Owner Date Comment Randy stevenson 10/12/2009 Phase I: City Commission adopted Resolution 2009 -54, lowering permit fees by 30 %. Randy Stevenson 5/28/2010 Phase II: Staff working with LDI (consultant). Scheduled for presentation to Commission on June 14, 2010. Randy Stevenson 8/3/2011 The City Commission has approved a BTR incentive program for UCF Incubator clients and staff is working on guidelines to make the program available to more businesses in the City. Randy Stevenson 8/3/2011 The City is working on details for an ad- valorem tax abatement program as well as a Job Growth Incentive program. Associated ordinance and resolution to implement this program to be presented to Commission in September 2011. Kip Lockcuff 8/4/2011 By consensus at the July 21 budget workshop, the City Commision agreed to pursue elimination of the Public Building Impact Fee. The City Attorney was sent the necessary supporting documentation on July 29th to prepare the ordinance needed to abolish the fee. Goal 3: Aggressively complete the vision for Town Center Strategy 1: Conduct a Commission workshop on the history and vision of the Town Center. Due Date: Completed Date: 8/1/2009 5/18/2009 Fiscal Impact: $0 Outcome: Provides the Commission with an outline of the history and original vision of the Town Center, to confirm that vision and modify if the Commission deems warranted. Status /Updates Owner Date Comment Randy Stevenson 5/18/2009 Staff conducted a workshop with the City Commission on the Town Center Vision and the application of form -based codes on May 18, 2009. Randy Stevenson 6/21/2010 A workshop is scheduled with the City commission to discuss small, irregularly shaped lots in the Town Center. Randy Stevenson 8/9/2011 A workshop was held with the City Commission on August 1, 2011 to discuss the history of the Town Center, certain design proposals for public areas of the Town Center, and a proposed update to the Town Center Code to implement a transect -based methodology, allowing for different intensites of development under the umbrella of the Town Center Code and Land Use. The Commission directed staff to proceed with the proposed code modifications. Staff will update Commission regularly on progress. Strategy 2: Finalize the EAR -based amendments to the Comprehensive Plan associated with the Town Center. Due Date: Completed Date: 12/31/2009 9/28/2009 Fiscal Impact: $0 Outcome: Ensures compliance with state mandated deadlines for the Evaluation and Appraisal Report (EAR) which includes goals, objectives, and policies aimed at the urbanization of this section of the City. Status /Updates Owner Date Comment Randy Stevenson 8/21/2009 The ORC Report was received on Aug. 21, 2009 from the Florida Dept of Community Affairs (DCA). NO objections to the EAR Based Amendments were raised by DCA, based on their review of the transmittal sent on June 18, 2009. Randy Stevenson 9/28/2009 The EAR Based Amendments to the city's Comprehensive Plan were Adopted by the City Commmission on September 28, 2009 by Ordinance 2009 -08 and transmitted to the State on October 1, 2009. Randy Stevenson 11/13/2009 Notice to find the admendments "In Compliance" published by the DCA on Nov. 13, 2009, indicating that the Winter Springs EAR Based Amendments are compliant with statutory requirements. Randy Stevenson 8/9/2011 Staff continues to monitor the actions of the staff relative to the DCA and how those actions will affect the City's position as related to updates to the Comprehensive Plan. To date, the changes seem to place much more authority and autonomy with the City rather than the State. Strategy 3: Revise the Land Development Regulations to comply with the adopted EAR -based amendments, including the Town Center. Due Date: Completed Date: 8/31/2012 Fiscal Impact: $10,000 Outcome: Ensures the City's Land Development regulations are consistent with the goals, objectives, and policies of the Comprehensive Plan and facilitate projects that have sustainable densities, promote multi -modal forms of transportation, and encourage mixed -use developments. Status /Updates Owner Date Comment Randy Stevenson 4/12/2010 Code language establishing a Park and Recreation Advisory Committee and a Bicycle and Pedestrain Advisory Committee as directed by the Comprehensive Plan has been prepared and a First Reading of each ordinance held. Randy Stevenson 5/28/2010 This task is currently underway with a rewrite of the PUD and signage sections to be completed first. Randy Stevenson 8/9/2011 The PUD section of the Code has been revised and approved. Efforts are on -going relative to Chapters 20, 6, and 9. These items will be presented to the Commission in the near future. Strategy 4: Preserve and complete the street grid pattern established in the Town Center master plan. Due Date: Completed Date: 12/31/2011 Fiscal Impact: $1,000,000 - Michael Blake Blvd (One Cent Sales Tax) Outcome: Provides the framework for projects that have sustainable densities, promote multi -modal forms of transportation, and encourage mixed -use developments. Status /Updates: Owner Date Randy Stevenson 5/28/2010 Comment City Commission approved an Agreement on April 26, 2010 terminating the Town Center Phase 11 Implementation Agreement. The new agreement provides for dedication of the Right of Way for Spine Road (MBB) from SR 434 to the Cross Seminole Trail. Road construction is included in the Capital Improvements Program for 2010/11 through 2011/12. Randy Stevenson 6/3/2010 Extension of Orange Avenue westward to SR 434 is identified in the Capital Improvements Program for 2015/16. Brian Fields 7/21/2011 The design for Michael Blake Blvd (MBB) is complete and ready for bidding /construction. Based on progress to date on Winter Springs Village, MBB is expected to start construction in October 2011, with completion in early 2012. Strategy 5: Develop multiple Town Center transportation options. Due Date: Completed Date: 4/1/2010 Fiscal Impact: TBD Outcome: Provides public transportation, multi - purpose sidewalks, bike lanes, trails, specialty -use parking and vehicular parking consistent with Town Center development standards. Status /Updates Owner Date Comment Randy Stevenson 11/9/2009 Aesthetic Review for Bus Shelters approved by City Commission on November 9, 2009. LYNX initially approached the City to locate six (6) bus shelters; However, LYNX has now approved the funding of nine (9) shelters which were submitted for permitting on May 7, 2009 and were ready for pick up on May 17, 2009. Construction is imminent. Randy Stevenson 4/12/2010 1st Reading of Ordinance 2010 -06 establishing a Bicyucle and Pedestrain Advisory committee (BPAC) was approved on April 12, 2010. Financial considerations have delayed second reading. Staff looks at the multi -modal options with each development proposal within the Town Center. Randy Stevenson 4/26/2009 LYNX S.R. 434 Crosstown Route became operational on April 26, 2009. Funding during the two -year trial period for the route is provided through a Service Development Grant from the Florida Department of Transportation (FDOT) with local matching funds provided by Seminole County. The route was expanded on December 6, 2009 to include UCF. Brian Fields 7/29/2011 The City's Town Center / WS High School Sidewalk Improvement Project is a $300,000 project that has been ranked #1 for funding on the Metroplan Bike /Ped new project list. The project is expected to be funded for construction within the next 2 -3 years. The project will provide sidewalk connectivity and fill gaps on Doran Drive and between City Hall, S.R. 434, and Winter Springs High School. Brian Fields 7/29/2011 City Staff and consultant have developed a master plan for the improvement of Market Square at the intersection of S.R. 434 and Tuskawilla Road, including pedestrian and traffic operational improvements that will enhance transportation options in this area. The project is scheduled to be funded by Metroplan for design in FY 2012/13. Strategy 6: Pursue further reductions of the speed limit along SR 434 in the Town Center District. Due Date: Completed Date: 4/1/2010 1/12/2009 Fiscal Impact: $0 Outcome: Reduces speeds and establishes a constrained roadway section that will promote the traditional neighborhood development standards of the Town Center. Status /Updates: Owner Date Comment Brian Fields 6/7/2010 FDOT approved City's request to reduce speed limit to 45 MPH and implemented in January 2009. Brian Fields 7/21/2011 The program for achieving speed reductions on SR 434 through the Town Center is long -term and consists of: 1) development of the SR 434 frontage properties within the Town Center to create "friction" to reduce speeds; and 2) working with FDOT on a number of planned City and FDOT projects to ensure that speed reduction is given a high priority in the design. Strategy 7: Annex enclaves within the Town Center District. Due Date: Completed Date: 4/1/2010 Fiscal Impact: Varies by enclave. Staff will provide site - specific fiscal analysis. Outcome: Ensures consistency of development standards and continuity of service delivery within the Town Center District. Status /Updates Owner Date Comment Kevin Smith 3/11/2010 City Manager and City Attorney met with County Manager and County Attorney to discuss proposed annexation agreement. Randy Stevenson 5/28/2010 The Attorney is working on a draft annexation agreement that will be conveyed to Seminole County for their review. Randy Stevenson 5/28/2010 Staff is currently working with property owners who are interested in voluntary annexation. Randy Stevenson 8/9/2011 Adopted initiating and responding resolutions have been exchanged with Seminole County relative to the annexation of enclaves and the City Manager and City Attorney will be meeting in negotiations with the County on this item to develop an interlocal agreement for annexations for consideration by the respective governing bodies. Community Development staff at both the City and County are ready to provide technical and support assistance to this effort. A mutually accepted map identifying the enclaves has been exchanged with the County. Strategy 8: Construct Magnolia Park Amphitheater Complex. Due Date: Completed Date: 9/30/2010 Fiscal Impact: $1,200,000 (1999 Bond Construction Fund) Outcome: Provides a cultural component in the Town Center. Promotes a sense of community and serves as an economic generator. Provides an additional trailhead on the Cross Seminole Trail. Status /Updates: Owner Date Comment Kip Lockcuff 4/1/2010 Final Engineering and Aesthetic Review approved by City Commission on March 22, 2010 Kip Lockcuff 5/1/2010 Property owner issues resolved to facilitate land swap - property working to obtain rail crossing for trail which is required for final State approval Kip Lockcuff 5/11/2010 Provided County with Magnolia Park construction plans for review to determine if they would allow construction prior to land swap Kip Lockcuff 6/1/2010 Received plan review comments from County Kip Lockcuff 7/20/2011 Plans ready to bid. Land swap with State contingent upon CSX trail crossing permit which is pending. Progress on procuring permit moving forward. Strategy 9: Implement a revised signage code for the Town Center to include pedestrian and vehicular way- finding signage. Due Date: Completed Date: 9/30/2010 Fiscal Impact: $1,500 Outcome: Enables provision of directional information signage for Town Center venues and businesses. Status /Updates: Owner Date Comment Randy Stevenson 5/28/2010 Staff is working with LDI to finalize a number of pedestrian and vehicular signage options in the Town Center. Randy Stevenson 8/9/2011 Staff has contacted some of the merchants as well as the new property management companies to solicit input on a wayfinding signage program and will sheperd this item to move it along in concert with other proposed code revisions and site improvements. Certain changes have been made or are currently being re- wrtiten to provide more flexibility for wayfinding and other signage options in the Town Center. Goal 4: Partner with other entities to pursue the development of SeminoleWay Strategy 1: Continue ongoing efforts, in conjunction with SeminoleWay partners, to market the concept of SeminoleWay. Due Date: Completed Date: 4/1/2010 Fiscal Impact: TBD Outcome: Creates outside interest from international, national, and statewide entities in relocating to Winter Springs /SeminoleWay. Utilize the marketing resources of the Chambers of Commerce, Metro Orlando Economic Development Commission, and East Central Florida Regional Planning Council. Status /Updates: Owner Date Comment Randy Stevenson 5/10/2010 Resolution 2010 -17 was Adopted by the City Commission on April 26, 2010 which supported the renaming of SR 417 to the SeminoleWay. Randy Stevenson 5/28/2010 Staff continues to work with SeminoleWay partners and others to market the GID property. Randy Stevenson 6/1/2009 Addition of SeminoleWAY to the MetroPlan ORLANDO 2030 Long Range Transportation Plan (LRTP). Randy Stevenson 8/10/2011 A conceptual master plan for the GID, located along the SeminoleWay corridor has been completed. Staff is currently working on a "Plan B" to move the development of the GID forward after the recent decision on Sematech. This effort involves multiple agencies. Strategy 2: Conduct public hearings for all property owners within the SeminoleWay corridor to begin a dialogue on proposed development codes for the eight affected interchange areas. Due Date: 4/1/2010 Fiscal Impact: $0 Completed Date: 6/18/2009 Outcome: Provides participation opportunities for stakeholders /property owners on development goals for SeminoleWay properties. Status /Updates Owner Date Comment Randy Stevenson 6/18/2009 Informational meetings for property owners with detailed overview of the study and targeted industry were held in June 2009. Strategy 3: Collaborate with Seminole County, Sanford, and Oviedo to discuss a unified development code for SeminoleWay. Due Date: 10/1/2010 Fiscal Impact: $0-$15,000 Outcome: Completed Date: 9/28/2009 Provides current and potential property owners /developers within the SeminoleWay corridor assurances of standardized /consistent development standards regardless of the governmental entity within which the property is located. Status /Updates: Owner Randy Stevenson Randy Stevenson Date Comment 9/28/2009 The SeminoleWay Study did not support the need for a unified development code. However, Winter Springs has amended its Comp Plan to include target industries as identified for the SeminoleWAY (including Financial Services, Digital Media, Life Sciences, and Technical and Research Services) and to support the SeminoleWAY initiative. Efforts are also underway to revise the City's Code language for compliance with the Comp Plan. 8/10/2011 Efforts to move the implementation of this strategy forward have recently been undertaken with the most support for using the County's HIPPA approval process but allowing certain differences in the land development codes while standardizing the approval "process and procedures" for any project along the corridor. Discussions with both Seminole County and Oviedo have taken place with efforts to reach out to Sanford coming in the near future. The County and Winter Springs are very close to being compatible realtive to the Comprehensive Plan allowances for FARs and land uses. Our GID zoning and land use for the area along the Corridor has provided an excellent basis for moving forward. Oviedo has some work to do because of the numerous zoning districts in their SeminoleWay area. Strategy 4: Produce a conceptual master /roadway plan for the Greeneway Interchange District (GID) /SeminoleWay. Due Date: 4/1/2010 Fiscal Impact: $5,000 Outcome: Completed Date: 3/4/2010 Provides a working document and marketing tool to be used as a guideline in meetings with property owners and developers when discussing proposed projects in the area. Enables the City staff to determine estimates of infrastructure costs for the GID. Status /Updates: Owner Date Comment Randy Stevenson 2/25/2010 Concept plan completed Brian Fields 3/4/2010 Infrastructure estimates completed Randy Stevenson 8/10/2011 The master plan has changes several times and discussions are on -going as to when to bring a conceptual master plan forward for approval by the City Commission. While not a final plan for development, this master plan will provide a road map for development activity as staff, property owners, and other team members contemplate a "Plan B" for development along Winter Spring's portion of SeminoleWay. Strategy 5: Pursue quality economic development opportunities in the Greeneway Interchange District (GID) /SeminoleWay. Due Date: 4/1/2010 Fiscal Impact: TBD Outcome: Completed Date: Provides a diversified tax base by guiding the smart development of one of the City's premier corporate park properties. Status /Updates Owner Date Comment Randy Stevenson 9/1/2009 SeminoleWay Website launched www.seminoleway.com and highlighted at www.businessinsemiole.com /gm /ecodev /seminoleway.asp Randy Stevenson 3/1/2010 Ongoing. Seminole County Economic Development Commission Participation with ECFRPC. Randy Stevenson 8/10/2011 Activity is on -going to identify the next viable opportunity for the GID. Available opportunities for the GID have been outlined in the City's Economic Development Brochure. Goal 5: Develop strategies to ensure financial accountability and transparency Strategy 1: Implement a new budgeting paradigm aimed at providing greater fiscal stewardship. Due Date: Completed Date: 4/1/2010 7/1/2009 Fiscal Impact: $0 (FY 2010 savings approx. $1.OM) Outcome: Ensures Commission established goals are properly aligned with the appropriation of financial resources; that appropriations are consistent with identified needs through implementation of zero -based budgeting; and that Budget Document provides useful and relevant information to end users. Status /Updates: Owner Date Kevin Smith 7/1/2009 Comment New budgeting paradigm implemented effective with FY 2010 budget. Shawn Boyle 8/11/2011 F11 and F12 Zero -based budgeting. Millage reduction proposed for FY 2012. Strategy 2: Expand City website to include a section /webpage that presents information regarding City purchases, vendors and other useful financial information ( "Winter Springs Checkbook "). Due Date: 12/31/2010 Fiscal Impact: $0-$5,000 Outcome: Completed Date: 1/1/2010 Provides enhanced transparency on the City's expenditure of taxpayer dollars. Status /Updates: Owner Date Comment Joanne Dalka 1/1/2010 Winter Springs Checkbook site launched in January 2010. Evaluating enhancements for future implementation. Strategy 3: Prepare and present a Quarterly Financial Report to City Commission. Due Date: 4/1/2010 Fiscal Impact: $0 Completed Date: 2/9/2009 Outcome: Provides Commission and citizens with timely information on City's budgetary and financial position. Status /Updates Owner Date Comment Kelly Balagia 2/9/2009 First quarterly report submitted to City Commission effective 2/9/09. Subsequent reports submitted in a timely manner. Shawn Boyle 8/22/2011 Implementing new executive dashboard concept to disseminate financial information to all levels of users. Strategy 4: Implement companion financial analysis to all potential development and redevelopment projects presented to City Commission for consideration. Due Date: Completed Date: 4/1/2010 Fiscal Impact: $0 Outcome: Provides Commission with additional tools for informed decision - making regarding potential development and redevelopment projects. Status /Updates Owner Date Comment Randy Stevenson 5/28/2010 Initial analysis is currently being performed on all development and redevelopment projects. Staff will be coming to the City Commission in June /July 2010 to establish a common standard for these analyses. Randy Stevenson 6/1/2010 Fiscal analysis on all development projects is now incorporated into every agenda item requesting action from the Commission. Strategy 5: Create an employee advisory board to review and provide recommendations on employee benefit matters to include pension, safety, health, etc. Due Date: Completed Date: 12/31/2009 Fiscal Impact: $0 Outcome: Engages employees and affords them an additional opportunity to provide input on relevant personnel matters. Status /Updates: Owner Date Comment Shawn Boyle 4/23/2010 Safety Committee formed. Initial meeting scheduled for 6/4/10. Kevin Smith 6/2/2010 Creation of Employee Benefit Advisory Team delayed due to significant delays in receiving pension data from prior actuary. Kevin Smith 10/1/2010 Employee focus groups being utilized for benefit analysis to include pension, healthcare, etc. Shawn Boyle 8/2/2011 FY 2012 work comp renewal resulted in a 12.4% reduction in the related experience mod. Goal 6: Continue to support and enhance Police /Citizens programs and services Strategy 1: Create a Citizens Police Academy. Due Date: Completed Date: 9/1/2009 9/18/2009 Fiscal Impact: $500.00 Outcome: Enhances communication between the community and the various bureaus within the Police Department to provide citizens with a better understanding of the functions and responsibilities of the Operations, Tech Services, Criminal Investigations, Code Enforcement, Administration, and Information Services bureaus. Status /Updates: Owner Date Comment Kevin P. Brunelle 9/1/2009 Held first Citizens Police Academy in September 2009 and was very well received by the 28 citizens who attended our first annual academy. Kevin P. Brunelle 11/9/2009 Graduation ceremony for inaugural academy class held at 11/09/2009 Commission Meeting Kevin P. Brunelle 5/26/2010 Second annual Citizens Police Academy is scheduled for September 2010 and has already seen several citizens sign up for this future class. Kevin Brunelle 11/9/2010 Second annual Citizen Police Academy graduation held and several of the participants have already shown interest in continueing their training to become Citizens on Patrol. Kevin Brunelle 7/15/2011 Ten members of the second annual Citizens Police academy have begun Training to become Citizens on Patrol Kevin Brunelle 10/10/2011 All ten members have completed their training and have begun their patrols as Citizens on Patrol. We now have sixteen active volunteers. Kevin Brunelle 9/5/2011 Third annual Citizens Police Academy to begin with 5 citizens currently registered. Strategy 2: Expand Citizens Police Academy to include other City departments ( "Winter Springs Citizens Academy "). Due Date: 9/1/2010 Fiscal Impact: $0-$500 Outcome: Completed Date: Enhances communication between the community and the various departments within the City to provide citizens with a better understanding of the functions and responsibilities of those departments and the City as a whole. Status /Updates: Owner Date Comment Kevin Smith 5/26/2010 Staff currently evaluating options for facilitation of Winter Springs Citizens Academy. Kevin P. Brunelle 3/25/2011 We continue to poll attendees of the Citizens Police Academy and members of the Citizens Advisory Committee to gauge interest of expanding training to include other city functions. There has been little to no interest by those polled. Strategy 3: Implement Citizens on Patrol (COP) and Volunteers in Police Service (VIPS) Programs. Due Date: Completed Date: 10/1/2010 6/1/2010 Fiscal Impact: $5,549 Grant funding through Edward Byrne Grant Outcome: Enhances visibility and presence of qualified /trained persons to report criminal activity thereby reducing the need for addtional sworn officers and civilian personnel. Status /Updates Owner Date Comment Kevin P. Brunelle 1/15/2010 Vehicles designed and put into service, two 2003 higher mileage vehicles were used to start program. Graphic designs have been placed into service. Kevin P. Brunelle 4/7/2010 First four Citizens on Patrol have assisted in implementing policy and procedure and have finished initial training and will be assisting in training of additional COP's. Edward Byrne Grant received for total cost to implement program. No general fund monies used. Uniforms designed and ordered Vehicles designed and put into service, two 2003 higher mileage vehicles were used to start program. Graphic designs have been placed into service. There are at least ten other citizens waiting to begin program Kevin P. Brunelle 5/1/2010 Edward Byrne Grant received for total cost to implement program. No general fund monies used. Kevin P. Brunelle 6/1/2010 Uniforms designed and ordered Kevin P. Brunelle 6/28/2010 Inauguration and introduction of the first four Citizens On Patrol volunteers. Kevin P. Brunelle 7/15/2010 Training will begin for the next 10 volunteers. Kevin P. Brunelle 10/10/2010 Training completed for the 10 members of the second annual Citizens Police Academy and all will begin solo patrol of city jurisdiction. Kevin P. Brunelle 5/1/2011 Have been informed by Federal Byrne grant that we did not receive funding for 2012 as a result of our crime rate being lowered. Kevin P. Brunelle 7/10/2011 Three additional COP vehicles placed into service using older and higher mileage 2003 patrol vehicles. Kevin P. Brunelle 8/11/2011 Utilization of VIPS has contributed to several hundred additional hours of manpower allocation that would normally have resulted in higher costs to the City. Strategy 4: Expand Community Outreach Programs. Due Date: Completed Date: 4/1/2010 6/10/2010 Fiscal Impact: $2,500 - $5,000 (LETF funded) Outcome: Provides enhanced response to the community, e.g. Lock Box and RUCK for the special needs population. Provides interaction between police and the youth of our community, e.g. CYO program, movie nights, and Shop - With -A -Cop, resulting in lower crime rates. Status /Updates: Owner Date Comment Kevin P. Brunelle 4/10/2010 Continued movie nights in the communities and have held 5 movie nights attended by well over a hundred citizens Kevin P. Brunelle 5/10/2010 Relay for life resulted in raising over $55,000. This event was held at the Winter Springs High School. Kevin P. Brunelle 5/15/2010 The Lock Box program is ongoing and will be added to as needed. This program has been very succesful, well received and over 100 locks have been distributed free of charge to the elderly and special needs persons. The police department continues to expand on this program and will be starting community youth organization in June, this program will allow our youth to play flag football, dodgeball , and ultimate frisbee with police officers. Kevin P. Brunelle 6/1/2010 The police department continues to expand on its successful community outreach program and will be starting community youth organization in June. This program will allow our youth to play flag football, dodgeball , and ultimate frisbee with police officers. Kevin P. Brunelle 12/5/2010 Experienced another succesful shop with a cop this with over 50 children represented. This event continues to be a very popular event and the Police Department will continue all fund raising events to be able to give our children a great Christmas. Kevin P. Brunelle 5/15/2011 Third annual Winter Springs v Oviedo flag football game completed. Series results: Winter Springs 2, Oviedo 1. Planning has begun for our fourth year for this event. We successfully raised over $10,000 for Kids House of Seminole. Kevin P. Brunelle 1/1/2011 Experienced a 23% reduction in over all crime rate and a 27% reduction in vehicle burglaries and home burglaries as a result of our Lock it or Loose it community education program. This program was funded by a $30,000 Federal overtime grant. Goal 7: Develop and implement a policy for addressing water supply and conservation Strategy 1: Create a Water Conservation Coordinator staff position. Due Date: Completed Date: 4/1/2010 2/4/2010 Fiscal Impact: $0 (Reallocate existing staff) Outcome: Reduces per capita water consumption by having a full time staff member dedicated to proactively working with utility customers to educate users and enforce, if necessary, the rules and regulations related to water use. Status /Updates: Owner Date Kip Lockcuff 3/4/2010 Comment Position filled with Stephanie Wolfe Kip Lockcuff 7/20/2011 Commission provided Informational Agenda item 102 on July 11, 2011 outlining program achievements and goals. Strategy 2: Develop an Irrigation Audit Program to be available to customers at no charge. Due Date: 9/30/2010 Fiscal Impact: $0 Outcome: Completed Date: 5/1/2010 Provides a customer friendly process to assist customers in reducing their utility bills by minimizing water usage, which will ultimately lower per capita water consumption. Status /Updates: Owner Date Kip Lockcuff 5/20/2010 Comment Audits started in February. 15 audits performed through 5/20/2010. Kip Lockcuff 7/20/2011 202 audits performed since inception realizing an average reduction of 18K gals per month. Strategy 3: Adopt the water, sewer and reclaimed water rates necessary to support the state mandated replacement of potable water irrigation with an alternative water source. Due Date: Completed Date: 10/1/2009 9/21/2009 Fiscal Impact: Increases utility revenue by approximately $800,000 annually Outcome: Generates sufficient revenues to cover the new debt required to fund the reclaimed water augmentation treatment and distribution system capital improvements, which will reduce potable water usage. Status /Updates Owner Date Comment Kip Lockcuff 9/21/2009 Rate Study recommendations adopted by Ordinance with the exception of the 2nd and 3rd year reclaimed water rates. Kip Lockcuff 10/1/2010 2nd Year of Adopted Water and Sewer Rate Increases implemented. Bond coverage met. Reclaimed Rates unchanged. Kip Lockcuff 5/14/2011 PRMG completes Rate Study update comfirming rates adopted are sufficient to fund debt for Reclaimed Augmentation plant. However, additional cost reductions will be needed to support any debt for the expansion of the reclaimed water distribution system at this time. Strategy 4: Propose Florida Friendly /Waterwise modifications to the Land Development Code. Due Date: Completed Date: 10/1/2011 4/26/2010 Fiscal Impact: $5,000 (Enterprise Fund) Outcome: Reduces the demand for water through the adoption of charges to the City's landscape codes which address native plant usage, water - saving technologies, etc. Status /Updates Owner Date Comment Kip Lockcuff 5/20/2010 Adopted the SJRWMD model irrigation code on April 26, 2010. Consumptive Use Permit received Jan 2010 does not require landscape code change. Landscape demonstration projects established at City Hall. Additional landscape changes being considered. Kip Lockcuff 7/20/2011 Additional water friendly landscape demonstration completed at City Hall (behind Chambers) Strategy 5: Evaluate alternatives for the City's long -term water supply needs. Due Date: Completed Date: 4/30/2012 7/11/2011 Fiscal Impact: $250,000 (Enterprise Fund) - Final cost $0 Outcome: Provides the Commission with options for sustaining the long -term viability of the City's water supply, e.g. execute the Interlocal Agreement for the SR 46 Alternative Water Supply Project and have staff participate in the preliminary design and Consumptive Use Permitting process. Status /Updates: Owner Date Comment Kip Lockcuff Kip Lockcuff 5/20/2010 7/11/2011 Partnership continues on the SR 46 Alternative Water Supply Project. District adoption of the interlocal agreement anticipated in August 2010 SJRWMD withdraws funding support for the SR 46 project. Commission approves City withdrawal from partnership given the City's fully permitted ability of use Lake Jesup for reclaimed water augmentation. Goal 8: Explore potential use of volunteers to enhance provision of services Strategy 1: Develop a volunteer application process and associated volunteer policies and procedures. Due Date: Completed Date: 12/31/2009 Fiscal Impact: $0 Outcome: Ensures compliance with applicable laws and consistency of implementation in the use of volunteers. Status /Updates: Owner Date Comment Shawn Boyle 3/15/2010 Draft policy received from City Attorney and circulated to staff for review. Chuck Pula 2/1/2010 Initial discussions with City Attorney to develop framework for policy. Shawn Boyle 6/2/2010 Staff comments submitted to City Attorney for finalization of policy. Shawn Boyle 8/23/2010 Volunteer Policy adopted by City Commission at 8/23/2010 Regular Meeting. Chris Caldwell 10/15/2010 Therapy Pool Volunteers all signed contract for volunteer services as Instructors Chris Caldwell 7/25/2011 Updated Youth Sports Partnership Agreements to comply with City Volunteer Policy. Strategy 2: Enhance and promote the use of volunteers for the provision of applicable City services. Due Date: Completed Date: 4/1/2010 4/1/2010 Fiscal Impact: $0 Outcome: Reduces need of additional City staff, resulting in cost savings, and enhances supervision of programs and activities. Provides additional fund raising resources. Status /Updates: Owner Date Comment Chuck Pula 5/27/2010 Parks and Recreation actively recruits interested youth and adults as volunteers through personal contact. Parks and Recreation requires background checks and fingerprinting on all Summer Day Camp volunteers and Senior Therapy Pool volunteers. Chris Caldwell 12/10/2010 Set Bi- weekly volunteer meetings at Therapy Pool. Chris Caldwell 3/28/2011 Administed a Therapy Pool Survey of volunteer services to membership. Chris Caldwell 7/28/2011 Incorporated open swim volunteer to monitor safety and provide customer service to participants. Kevin P. Brunelle 11/15/2010 Volunteers In Policing (VIPs) began providing volunteer services to the community. To date, VIPs have provided hundreds of hours of manpower resulting in substantial cost savings to the City. Strategy 3: Develop, in conjunction with Youth Sports Leagues, procedures for tracking of volunteer hours. Due Date: 12/31/2009 Fiscal Impact: $0 Outcome: Completed Date: 12/4/2009 Provides information on volunteer usage and programs by the City's recreational partners to evaluate their effectiveness. Status /Updates Owner Date Comment Chuck Pula 5/27/2010 The Senior Center is now tracking volunteer hours of the Therapy Pool, Computer Classes, Senior Center functions, and Community Service janitorial maintenance service. The 2010 Summer Day Camp will also track Seminole County High School Community Service volunteer hours. Chuck Pula 5/27/2010 Parks and Recreation Partnerships track hours monthly for leagues, camps, tournaments and special events. Partnerships record volunteer coaches, umpires, board positions and student volunteers. An annual report is given to the Parks and Recreation Department. Chris Caldwell 6/15/2011 Continue to record volunteer hours for youth sports partnerships. Begin the process of tracking volunteer hours for weekend tournaments. Chris Caldwell 7/11/2011 Track volunteer hours for City Special events by Civic organizations and clubs. Attachment B: City Manager Performance Evaluation Form — Evaluation Period Ending 5/25/11 City of Winter Springs City Manager Performance Evaluation Form (Rev. 8/1/11) This evaluation form provides eight (I - VIII) rating categories for assessment of the Manager's performance for the applicable review period with an associated rating scale to be tabulated utilizing a straight -line weighting approach. Kevin L. Smith City Manager May 26, 2010 - May 25, 2011 Evaluation Period Mayor /Commissioner Date Evaluation Scale 4 Outstanding Exemplary performance far exceeding performance criteria. 3 Exceeds Expectations Performance which exceeds the level normally expected. 2 Meets Expectations Generally meets expectations on performance criteria. 1 Below Expectations Performance falling short of that normally expected. LLLN satisfactory Unacceptable performance that must receive immediate attention. Provides timely agendas pursuant with Commission Policy Opinion Not enough personal /relative information to opine. Rating Categories I. Relationship with Mayor & City Commission Rating A. Effectively communicates with Mayor & Commissioners B. Promptly and effectively responds to Mayor /Commission requests C. Effectively carries out Commission decisions /directives D. Keeps Mayor /Commissioners informed of current issues and remains accessible E. Provides timely agendas pursuant with Commission Policy F. Provides organized and clear agendas Overall Category Rating (sum ofA -F/ Total Responses) Comments: City of Winter Springs • City Manager Performance Evaluation Form Page 1 II. Strategic Planning and Organizational Management Rating A. Works with the Commission in developing the City's long and short term A. goals and objectives (e.g., Strategic Plan) C. Effectively implements, monitors, and carries out the Commission's B. Strategic Plan E. Effectively implements, monitors, and carries out other Policies and C. programs of the Commission G. Demonstrates the ability to anticipate the needs of the City and recommends D. effective options to appropriately respond to those needs Overall Category Rating (sum of A -D /Total Responses) Comments: III. Budgeting and Fiscal Management Rating A. Presents a well- documented, organized and timely annual Budget which represents /meets the goals of the Commission B. Effectively manages the City's operations within Budget C. Demonstrates fiscal responsibility D. Maintains transparency in fiscal operations of the City E. Makes sound recommendations related to the fiscal needs of the City F. Provides timely and clear financial reporting G. Effectively utilizes Financial Consultants as /when warranted Overall Category Rating (sum of A -G /Total Responses) Comments: City of Winter Springs • City Manager Performance Evaluation Form Page 2 IV. Communication Rating A. Demonstrates effective oral and written communication skills B. Demonstrates effective listening skills C. Communicates clearly with other City Charter Officers D. Communicates clearly with Department Heads E. Communicates clearly with Employees F. Overall Category Rating (sum of A -E /Total Repponses) Comments: V. Community Relations Rating A. Elicits an overall positive attitude and perception of his /her performance from the community B. Maintains positive relations with community groups and organizations C. Attends community and other related functions D. Promotes City through attendance and speaking engagements at civic I meetings, etc. E. Properly and effectively handles complaints from citizens F. Communicates clearly and cooperatively with the general public G. Provides open and effective opportunities for communications from citizens H. Maintains constructive relations with the Press Overall Category Rating (sum ofA -H/ Total Responses) Comments: City of Winter Springs • City Manager Performance Evaluation Form Page 3 VI. Decision Making and Program Development Rating A. Makes decisions in a timely manner that are well thought out and in the best interest of the City B. Handles difficult situations in a professional and proactive manner C. Understands City ordinances and state laws pertaining to municipal operations D. I Effectively implements and enforces City Policies and Procedures E. Takes initiative to develop new programs to meet the problems and challenges facing city government F. Reviews procedures and programs from time to time to improve effectiveness and efficiency G. Recommends /makes improvements /changes in procedures or programs when changes would enhance City operations and /or public service H. Accepts responsibility for outcomes Overall Category Rating (sum ofA -H/ Total Responses) Comments: VII. Management of Employees Rating A. Fosters a commitment to provide a high level of service to our citizens B. Fosters a positive work environment amongst Dept. Heads and employees C. Effectively supervises subordinates D. Demonstrates awareness of the operations within all Departments E. Recruits and retains quality personnel F. Sets an atmosphere of fairness and equal treatment to employees G. Is accessible and remains visible to employees H. Encourages the development of employees Overall Category Rating (sum ofA -H/ Total Responses) Comments: City of Winter Springs • City Manager Performance Evaluation Form Page 4 VIII. Professional and Leadership Skills Rating A. Represents the City and its Elected Officials in a positive and professional manner What areas would you like to see the City Manager improve upon? B. Exhibits a management style that compliments the effective operations of the City C. Demonstrates a high degree of integrity D. Demonstrates courtesy, tact and skill in dealing with sensitive matters and dealing with others E. Takes a hands -on approach when warranted F. Communicates clearly with Intergovernmental Agencies G. Displays ability to effectively handle crises H. Accepts constructive criticism I. Maintains an overall personable and warm attitude Overall Category Rating (sum of A -I / Total Responses) Comments: Other A. What do you consider to be the City Manager's strengths and greatest accomplishments over the past year? B. What areas would you like to see the City Manager improve upon? City of Winter Springs • City Manager Performance Evaluation Form Page 5 Evaluation Summary Rating I. Relationship with Mayor & City Commission II. Strategic Planning and Organizational Management III. Budgeting and Fiscal Management IV. Communication V. Community Relations VI. Decision Making and Program Development VII. Management of Employees VIII. Professional and Leadership Skills Overall Rating (sum of I- VIII / 8) Signature of Mayor /Commissioner Date City of Winter Springs • City Manager Performance Evaluation Form Page 6 Attachment C: City Manager 360 Evaluation Survey — Evaluation Period Ending 5125111 City Manager 360 Evaluation Survey b vzl r 2011 These are the results of an internal survey that was run from June 2, 2011 to June 17, 2011. There were a total of fourteen respondents including all department directors and (selected by department heads) supervisors from their departments. All respondents were only allowed to respond once to the survey and their responses were made anonymously. Responses were required for the scale based questions while the comments sections were optional. This internal survey was performed utilizing the City's Employee Network which is run on the Microsoft Office Sharepoint platform. A copy of the survey is provided below: Evaluation Scale 0 Unsatisfactory 1 Below Expectations 2 Meets Expectations 3 Exceeds Expectations 4 Outstanding Unacceptable performance that must receive immediate attention. Performance falling short of that normally expected. Generally meets expectations on performance criteria. Performance which exceeds the level normally expected. Exemplary performance far exceeding performance criteria. * indicates a required field Communication 1. Effectively communicates with department directors. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 2. Keeps staff informed of and involved in current issues affecting the City. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) LI 3 (Exceeds Expectations) 4 (Outstanding) Comments on Communication Decision Making 1. Demonstrates the ability to anticipate the needs of the City and recommends effective options to appropriately respond to those needs. � 0 (Unsatisfactory) 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 2. Makes decisions in a timely manner that are well thought out and in the best interest of the City. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) 4 (Outstanding) 3. Demonstrates courtesy, tact and skill in dealing with sensitive matters and dealing with others. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) Comments on Decision Making Budgeting and Fiscal Management 1. Effectively manages the City's operations within budget and demonstrates fiscal responsibility. L 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 2. Demonstrates a willingness to work with department directors on individual budget requests. * L 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) Comments on Budgeting and Fiscal Management Community Relations 1. Elicits an overall positive attitude and perception of his/her performance from the community. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 2. Fosters a commitment to provide a high level of service to our citizens. U 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) Comments on Community Relations Employee Management and Relations 1. Fosters teamwork in a positive work environment amongst department directors and employees. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 2. Extends praise and recognition to department directors and staff when warranted. El 0 (Unsatisfactory) L] 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 3. Is accessible and responsive to department directors. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) Ll 3 (Exceeds Expectations) E 4 (Outstanding) 4. Remains visible to employees. L 0 (Unsatisfactory) L] 1 (Below Expectations) L] 2 (Meets Expectations) El 3 (Exceeds Expectations) L: 4 (Outstanding) 5. Accepts constructive criticism. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) 3 (Exceeds Expectations) E 4 (Outstanding) 6. Accepts responsibility for outcomes. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 7. Sets an atmosphere of fairness and equal treatment to employees � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) Comments on Employee Management and Relations i J 2 Professional and Leadership Skills 1. Emphasizes teamwork to effectively implement, monitor, and carry out the Commission's Strategic Plan. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) U 3 (Exceeds Expectations) El 4 (Outstanding) 2. Emphasizes teamwork to effectively implement, monitor, and carry out other policies and programs of the Commission. E 0 (Unsatisfactory) 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 3. Handles difficult situations in a professional and proactive manner. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 4. Reviews procedures and programs from time to time to improve effectiveness and efficiency. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 5. Demonstrates awareness of the operations within all departments. 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 6. Demonstrates a high degree of integrity. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 7. Takes ahands -on approach when warranted. 0 (Unsatisfactory) � I (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) 8. Represents the City in a professional manner and sets a positive example for department directors. � 0 (Unsatisfactory) � 1 (Below Expectations) � 2 (Meets Expectations) � 3 (Exceeds Expectations) � 4 (Outstanding) Comments on Professional and Leadership Skills r Other 1. What do you consider to be the City Manager's strengths and greatest accomplishments over the past year? 2. What areas would you like to see the City Manager improve upon? F d r City Manager 360 Evaluation Survey Summary of Responses for Communication Overall Average Score for Communication 0.00 1.00 2.00 i 3.00 4.00 Averages for: Keeps staff informed of and involved in current issues affecting the City. Effectively communicates with department directors. Communication Keeps staff informed of and involved in current issues affecting the City. Effectively communicates with department directors. Average Score for Communication 2.93 3.00 , 4.00 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0.00 1.00 2.00 3.00 0 1 2 3 4 5 6 7 Comments 1. Kevin is very good about telling a good story to help all understand the history and bring everyone up to speed on current issues. 2. Kevin communicates well with Staff in all aspects. 3. Goes out of way to include all in decision making 4. Kevin has strived very hard to accomplish a team atmosphere and to insure open communication through the organization. He has been very successful at creating an open line of communication up and down the chain of command. 5. There is more effort on communicating and being transparent with the public than in communicating with staff. Consider some sort of regular update to all, perhaps on a monthly basis. City Manager 360 Evaluation Survey Summary of Responses for Decision Making 2.95 0.00 Overall Average Score for Decision Making Averages for: Demonstrates courtesy, tact and skill in dealing with sensitive matters and dealing with others. Makes decisions in a timely manner that are well thought out and in the best interest of the City. Demonstrates the ability to anticipate the needs of the City and recommends effective options to appropriately respond to those needs. Decision Making Demonstrates courtesy, tact and skill in dealing with sensitive matters and dealing with others. Makes decisions in a timely manner that are well thought out and in the best interest of the City. Demonstrates the ability to anticipate the needs of the City and recommends effective options to appropriately respond to those needs. 10 Average Score for Decision Making 3.14 3.14 4.00 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0 2 4 6 8 10 12 1.00 2.00 3.00 4.00 0.00 1.00 2.00 3.00 Comments 1. Kevin is very thoughtful and has a plan that each decision he makes builds the dream & the success of the City. 2. Kevin critically thinks through issues, seeks input from others, and consistently makes good decisions. 3. Prompt and responsive 4. Kevin most always thinks in the gray until all the facts are known and then is very decisive in is decision making. 5. In my observation, I judge that Kevin has an exceptional ability to see situations from many angles, and ability and confidence to make his best decision towards the best possible outcome. He presents himself both professionally, and with sincerity. City Manager 360 Evaluation Survey Summary of Responses for Budgeting and Fiscal Management Overall Average Score for Budgeting and Fiscal 3.57 Averages for: Demonstrates a willingness to work with department directors on individual budget requests. Effectively manages the City's operations within budget and demonstrates fiscal responsibility. Budgeting and Fiscal Management Demonstrates a willingness to work with department directors on individual budget requests. Effectively manages the City's operations within budget and demonstrates fiscal responsibility. 1 6 Average Score for Budgeting and Fiscal Management 4.00 3.43 ffil 3.71 4.00 J 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0.00 1.00 2.00 3.00 0.00 1.00 2.00 3.00 0 2 4 6 8 10 12 Comments 1. A genius! The guys is crazy brilliant when it come to fianance, I have learned so much from him! 2. Budget and Fiscal Management is perhaps Kevin's greatest strength, and he has demonstrated this under some difficult circumstances over the past year. 3. Inclusive process 4. Kevin, has always made himself and resources available to insure the best outcome as it relates to fiscal responsibility. I have learned a great deal from Kevin not only in general but, especially as it relates to fiscal management. 5. It appears that more scrutiny is given to spending from the general fund then spending from other funds. 6. Kevin demonstrates a level of fiscal conservatism that has benefited the citizens and employees. In difficult financial times, he has worked diligently towards keeping City service levels high with as little impact to staff as economically possible. City Manager 360 Evaluation Survey Summary of Responses for Community Relations Overall Average Score for Community Relations 3.54 0.00 1.00 2.00 3.00 Averages for: Fosters a commitment to provide a high level of service to our citizens. Elicits an overall positive attitude and perception of his /her performance from the community. Community Relations Fosters a commitment to provide a high level of service to our citizens. Elicits an overall positive attitude and perception of his /her performance from the community. 4.00 Average Score for Community Relations 3.5 3.50 4.00 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0.00 1.00 2.00 3.00 0 2 4 6 8 10 Comments 1. I like the fact Kevin cares deeply about people, that reflects on all of us ... the community knows he cares! 2. Kevin provides outstanding community relations and always seeks "win -win" solutions where feasible. 3. Commitment to Excellence 4. Kevin's partocipation in community events and his willingness to put in countless hours attending meetings can only be described as "Outstanding ". His commitment to this community is very obvious and is commendable. 5. In my observation, Kevin shows a great deal of concern for the community. He expresses his commitment to and expectations for providing exceptional customer service to the citizens of Winter Springs. City Manager 360 Evaluation Survey Summary of Responses for Employee Management and Relations Overall Average Score for Employee Management !IatiQns 2.89 Average Score for Employee Management and Relations 0.00 1.00 2.00 3.00 4.00 Averages for: Sets an atmosphere of fairness and equal treatment to employees. Accepts responsibility for outcomes. Accepts constructive criticism. Remains visible to employees. Is accessible and responsive to department directors. Extends praise and recognition to department directors and staff when warranted. Fosters teamwork in a positive work environment amongst department directors and employees. 3.29 0 0 )7 4.00 0.00 1.00 2.00 3.00 Employee Management and Relations Sets an atmosphere of fairness and equal treatment to employees. Accepts responsibility for outcomes. Accepts constructive criticism. Remains visible to employees. Is accessible and responsive to department directors. Extends praise and recognition to department directors and staff when warranted. Fosters teamwork in a positive work environment amongst department directors and employees. 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0 1 2 3 4 5 6 7 Comments 1. Kevin a a great leader, good listener and responds to the needs that are relevant in a very professional way. He has a tremendous responsibility and carefully considers the outcomes and effects on others. 2. Kevin relates well to all employees and he is always friendly and courteous. The City could benefit from a stronger emphasis by the Department Heads and City Manager on all employees working a full day and making the best use of time during working hours. 3. No changes needed. 4. Kevin is a true believer in the Human Capital concept of management but, also relaizes the need to remain fiscally responsible to our residents. His continued praise of employees as they ar4e recognized by our citizens for jobs well done is a prime example of his management relations. Kevin, truly cares about having the best possible relations with his employees as he very obviously knows that translates into excellent customer service. 5. I perceive Kevin has high expectations of his Directors and pushes them to excellence both individually and as his support team. There should be a choice for "Expresses no Opinion" or "Unable to Express Opinion ". I do not have any experience to fairly assess survey question #5 in this category (and some other questions in other categories). However, there is some level of presumption that to be successful, one must be open to criticism, constructive or otherwise. City Manager 360 Evaluation Survey Summary of Responses for Professional and Leadership Skills 3.08 Overall Average Score for Professional and Skills Average Score for Professional and Leadership Skills 1.00 2.00 3.00 4.00 Averages for: Represents the City in a professional manner and sets a positive example for department directors. Takes a hands -on approach when warranted. Demonstrates a high degree of integrity. Demonstrates awareness of the operations within all departments. Reviews procedures and programs from time to time to improve effectiveness and efficiency. Handles difficult situations in a professional and proactive manner. Emphasizes teamwork to effectively implement, monitor, and carry out other policies and programs of the Commission. Emphasizes teamwork to effectively implement, monitor, and carry out the Commission's Strategic Plan. 3.29 3.21 I 3.43 3.29 4.00 0.00 1.00 2.00 3.00 Professional and leadership Skills Represents the City in a professional manner and sets a positive example for department directors. Takes a hands -on approach when warranted. Demonstrates a high degree of integrity. Demonstrates awareness of the operations within all departments. Reviews procedures and programs from time to time to improve effectiveness and efficiency. Handles difficult situations in a professional and proactive manner. Emphasizes teamwork to effectively implement, monitor, and carry out other policies and programs of the Commission. Emphasizes teamwork to effectively implement, monitor, and carry out the Commission's Strategic Plan. 4 (Outstanding) 3 (Exceeds Expectations) 2 (Meets Expectations) 1 (Below Expectations) 0 (Unsatisfactory) 0 2 4 6 8 10 Comments 1. Kevin has built a good leadership team that demonstrates the values and works together towards a common purpose and plan. Kevin is honest, dependable and fun to hang out with. 2. Kevin is an excellent leader who is both professional and friendly. 3. Top notch 4. Kevin, clearly leads by example and he lives the example. 5. I would say, Kevin presents himself as confident and professional. I believe he has the respect of his Directors, Commission and community members and other business associates. What do you consider to be the City Manager's strengths and greatest accomplishments over the past year? 1. Making difficult organizational adjustments to keep the city on solid financial ground even when the decisions were painful. Kevin is a good manager and I am proud to serve the citizens along side of him. Keep up the good work. 2. Interest in human capital and recognizing the importance of taking care of your people; diplomacy; fairness; professional demeanor; knows your name. 3. Financial Rescue! Keep the City from major problems with good foresight. 4. Strengths: Management skills, budget /finance, dedication to the City, work ethic, anticipating potential problems and proactively addressing them Accomplishments: Implementing fair and reasonable changes to the City's pension, continued improvement in City communications, good hiring and personnel decisions. 5. Strengths — Participatory leadership and budget formulation Greatest Accomplishment — Balancing budget 6. Kevin has many strengths, but his strongest is the customer service approach he has taken towards the community. Kevin has accomplished many task over the past year the most prevelant is his ability fiscally manage this city. 7. Meeting budgetary constraints. 8. Kevin has gotten the City through another difficult budgetary year (with his biggest budget challenge yet to come). He, through the team work of staff has made improvements to the agenda item process, accepting credit card pavements at the counter for utility and permitting customers, successfully changed the pay cycle to allow for more processing time and better controls over the payroll process, negotiated to keep healthcare costs down for employees. What areas would you like to see the City Manager improve upon? 1. No suggestions at this time. 2. Push down info about pertinent city issues to the masses quickly to eliminate people from letting "rumors" run wild. If people don't hear directly from the CM's office for fact they tend to make stuff up. 3. Occasionally, Kevin could make firmer recommendations to the City Commission to help move issues along. I am concerned about his stress level and would suggest he look for ways to distribute the burden of stressful issues to other key employees. 4. Some decisions weigh heavily on Kevin and the associated stress is a long term concern. 5. Take more time for yourself and relieve more stress 6. To gain expertise in other areas of city management. 7. Visibility to staff