HomeMy WebLinkAbout10.a LB Executive Director Evaluation 2024-2025 CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
1. Customer 4.57 Jeremy does a great job communicating with Board 4 3
Engagement: Ensures members and with customers when they are in for
timely and effective public comment.
communication as well
as quality products ERP system rollout seems to be effective and allows
and services are customers to monitor and connect with CCUA.
provided to CCUA
customers. Customer engagement is vital to the perceived image
of CCUA though the rebranding was not adopted. I
appreciate the work which will serve as a foundation
for future rebranding.
Great newsletter!
Considerable strides made in advancing social media
presence and improvements to the billing process.
The rebranding concepts presented to the BOS
demonstrated commitment to evolving how we engage
with our customers.
The onboarding/training modules were not started.
Looking forward to customer engagement surveys
next year.
Four of five goals achieved.
Like to see feedback survey results in 2026.
Appreciated the time and efforts put into multiple
briefs while considering rebranding and overall
decision to shelf at this time.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
1. Customer 4.57 Like the decision to bill geographically to be more
Engagement: Ensures efficient as continued growth occurs.
timely and effective
communication as well The Executive Director ensures timely and effective
as quality products communication at every level, making sure customers
and services are are always well-informed and supported.
provided to CCUA
customers. His leadership reflects professionalism, dedication,
(Continued) and a customer-first approach.
2.Risk 4.86 Jeremy coordinates well with HR and concentrates on 6 1
Management: building up staff, from pushing intern programs to
Identifies risk employee health.
and recommends
and implements
appropriate Jeremy works with Stan to address items on HIRA
policies and report.
procedures to
mitigate the Recent addition of dashcams in vehicles is an example
overall risk to of property mitigating risk.
CCUA and its
employees. The CCUA team excels in being proactive with Risk
Management activities.
The risk report reflected a comprehensive approach,
with clear mitigation strategies for high-exposure
items.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
2. Risk Management: 4.86 The implementation of driver safety and monitoring
Identifies risk and programs, including cameras and effective follow-up
recommends and action demonstrates a proactive attitude towards risk
implements management.
appropriate policies
and I remain impressed by the forward leaning nature of
procedures to mitigate these efforts.
the overall risk to
CCUA and its Health insurance renewal was a great success based on
employees. initial quote.
(Continued)
Three of three goals achieved.
HIRA annual report is a valuable tool for awareness.
Based on HIRA, driver safety programs is a great idea
for developing and implementing in 2026.
The risk management team at CCUA does an
outstanding job identifying potential risks and
implementing strong policies and procedures to
protect both the organization and its employees.
Their proactive approach ensures safety, stability, and
peace of mind for everyone!
This is accomplished by putting cameras in the
vehicles and ensuring that employees are following
state law about seatbelts.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
3. Safety: Ensures 4.71 Jeremy points out facility needs with HIRA, then 6 1
CCUA facilities and works with senior leadership to address and categorize
employees operate risks.
in accordance with
OSHA standards by SCADA system updates will allow staff to monitor
allocating sufficient
resources and facilities regularly and work on renewal and
modifying or replacement. This all gives staff a better look at
establishing forecasting and budgeting.
applicable policies
and procedures. Always of upmost importance.
Safety remains a visible strength across the
organization.
Achieving MOD and RIR targets reflects our
commitment to doing things the right way.
OSHA compliance managed effectively. The wisdom
of doing things the right way is evident.
Two of two goals achieved.
EMR/MOD: < 1.
Recordable Incident Rate: <3.0.
Employee satisfaction towards safety appears to be
declining sing FY21/22.
Yes! They are proactive in ensuring all employees are
safe and meeting all guidelines OSHA requires us to
follow for a safe environment.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
4. Administration: 4.71 Monday night text and communication directly with 5 2
Develops an overall Board members when in time of emergency needs.
strategic plan and ERP updates coming to an end finally!
ensures the CCUA
Board of Supervisors It has been my experience that the Executive Director
remains adequately has done an excellent job in his communication to the
informed on Board.
information pertaining
to the overall health Continued work on rates will be important to the
and performance of future of CCUA.
the organization.
The rate study process was well executed,providing
BOS with necessary context through thoughtful
workshops. BOS recommendations were integrated in
newly proposed rates.
One of one goal achieved.
Overall purpose of administrative element: Jeremy
and CCUA staff continue to keep BOS aware of
organizations health, performance, and risks to
operations; never felt in the dark.
We are all updated in a timely manner of any events
that occur!
Their proactive communication and vision ensure
continued success and organizational excellence.
This is accomplished through our bi-monthly
meetings.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
5. Human Resources: 4.86 Intern positions are working out great and developing 6 1
Ensures an new staff members for CCUA.
environment, which
encourages employee Updated staff training, including manager training
retention, recently implemented.
development,
equitable The Executive Directors has been very clear on his
compensation, and employee programs and has done an excellent job in
communicates in a creating a productive and positive environment.
way that promotes a
positive and I appreciate the focus on creating a positive and
cooperative cooperative organizational culture. Lowest turnover
organizational culture. in five years.
Employee turnover is below industry benchmarks, a
testament to the strength of our professional
development programs.
Great work converting our high school interns into
hires.
Recognition with the Platinum Wellness Award and
positive employee survey results demonstrate an
organization that cares about its employees.
Four of four goals that could be executed were
achieved.
Turnover rate: 10.55%, four straight years it declined.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
5. Human Resources: 4.86 No doubt that Jeremy, Kim, and CCUA staff continue
Ensures an to go out of their way to reduce employee turnover,
environment, which recognize employees for years of service or
encourages employee accomplishments, and consider new ideas to foster a
retention, healthy work culture.
development,
equitable Did note that there was a slight downgrade in%'s for
compensation, and employee satisfaction on few categories.
communicates in a
way that promotes a Human Resources has a supportive environment that
positive and prioritizes employee retention, growth, and fair
cooperative compensation.
organizational culture.
(Continued) Their commitment to a positive organizational culture
making CCUA a great place to work and grow!
Provides training for employees to better themselves.
Provides leadership in the intern program for high
school students.
6. Regulatory 4.86 Jeremy set the precedent for staff to be prepared for 6 1
Compliance: Ensures changing compliance needs. Project Quench looking
compliance with at alternative sources is a great example of how
federal state and local Jeremy looks forward on compliance issues. The
agencies. Board is very well aware of LCR and the process to
identify over the coming years.
With the renewal of the Consumptive Use Permit it is
clear that the Executive Director is doing an
outstanding job.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
6. Regulatory 4.86 The successful completion of multiyear CUP renewal
Compliance: Ensures was a major achievement and positions CCUA well
compliance with for future growth.
federal state and local
agencies. (Continued) There was a notable decline in SSO incidents
compared to last year.
Compliance efforts remain proactive and consistently
successful.
CUP renewed!
Four of four goals achieved.
Treatment performance is impressive with actuals well
below permit tolerance for CBODs, TSS, TN, and TP.
Business decision to maintain costs for chemicals vs
permitted phosphorus and nitrogen discharges and still
operate within permitted levels.
The team ensures CCUA consistently meets all
federal, state, and local requirements.
Their diligence and attention to detail safeguard the
organization while maintaining the highest standards
of accountability and trust.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
7. Financial 4.86 Jeremy does a great job at hearing the Boards 6 1
Performance: concerns and relaying back to Accounting
Prepares a balanced Department.
budget to provide
services at a level The Board was pleased when the rebrand was delayed
directed by the and put further down the road to help save funds.
Board of Supervisors,
ensuring actions and Also the conversation HR had with health insurance
decisions reflect an renewal and dropped to lower increase.
appropriate level of
responsibility He hears the Board and focuses on the rate payers.
for financial planning,
performance, and Through his guidance and leadership, Karen Osborne
accountability. provides a thorough overview of the financial health
of the organization.
The Executive Directors does a good job in the
planning,performance, and accountability of the
budget.
I appreciate the responsiveness to the Board in
preparing a balanced budget.
CCUA continues to demonstrate strong financial
stewardship with healthy ratios and a balanced budget.
The resumption of monthly financial reporting and
adept handling of CFO turnover displayed stability
and competence.
Five of eight goals achieved, and three still ongoing.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
7. Financial 4.86 Karen has been a great asset to the senior executive
Performance: team.
Prepares a balanced
budget to provide CCUA staff did a great job to look at and revisit
services at a level budget items to stay lean in 24/25 budget and keep
directed by the rate increases at a minimum.
Board of Supervisors,
ensuring actions and FY25/26 budget development well done with first
decisions reflect an proposal.
appropriate level of
responsibility The team prepares a balanced budget that delivers
for financial planning, services at the level directed by the Financial Officer!
performance, and
accountability. We have strong financial planning to ensure CCUA's
(Continued) long-term stability and success.
8. Organizational 4.71 Jeremy has implemented the new ERP system and 5 2
Operations: Ensures kept Board thoroughly informed.
adequate forecasting,
planning, maintenance, He has brought internal and external cyber security
and management to measures up for implementation for the upcoming FY.
provide continuous
utility service with
minimal service He has briefed the Board that there will be a stronger
interruptions and push for cyber security in the future and the Board is
prepare to expand and confident in his understanding and abilities.
provide services
consistent with the Through the use of historical data, the Executive
community's growth. Director has done a great job in forecasting, planning,
maintenance, and management.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
8. Organizational 4.71 Many vital projects to support operational
Operations: Ensures performance are underway.
adequate forecasting,
planning, maintenance, Progress on capital projects, modernization of
and management to procurement processes, and improvements to QA/QC
provide continuous procedures were significant and demonstrated strategic
utility service with intent.
minimal service
interruptions and
prepare to expand and Acknowledgement of IT and cybersecurity gaps, along
provide services with plans to address these next year, reflect ongoing
consistent with the dedication to modernization and operational
community's growth. excellence.
(Continued)
Five of nine goals achieved, and four still ongoing.
Renewal of the Consumptive Use Permit (major
milestone).
Construction completion of Peters Creek WRF and
Governors Park WTP.
Project Quench-ongoing success.
Operations ensures their forward thinking approach
prepares CCUA to expand services in step with
community growth, ensuring reliability and excellence
for all customers.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
9.Public Stakeholder 4.71 Jeremy stays informed with surrounding utilities to 6 1
and Government make sure CCUA is on the up with local changes.
Affairs Engagement:
Promotes a healthy Helps provide comparison so stakeholders see where
working Clay County CCUA is advancing and not sitting idle
relationship with as a utility service.
governmental entities
and public CCUA continues to receive grants and I think Jeremy
stakeholders. pushes Gray Robinson to get the meetings with
appropriate agencies.
The Executive Director has had an "Open Door"
policy which is evident in his professional
relationships, both public and private.
Securing major funding through grants, loans, and
appropriations highlights effective advocacy.
Maintaining an active profile in professional
organizations and legislative outreach continues to
position CCUA as a respected leader statewide.
Three of three goals achieved.
Ashley Taliaferro briefs BOS on social media and
related metrics - Instagram and email notification of
CCUA happenings and personnel.
Continue to foster relationships with Gray Robinson.
Successful awards/wins for grants from state-related
entities or programs.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
9. Public Stakeholder 4.71 Continued support for community and professional
and Government organizations.
Affairs Engagement:
Promotes a healthy Exceptional engagement! Their commitment to
working collaboration and transparency promotes trust,
relationship with accountability, and healthy partnership that supports
governmental entities CCUA mission and growth.
and public
stakeholders.
(Continued)
10. Intangible: This 4.86 Jeremy always responds swiftly to emergency 6 1
category is intended to situations, then informs the Board in depth at meeting.
evaluate the Executive
Director's response to Jeremy does a great job at informing Board during
unexpected storm emergency situations and the aftermath of
and/or unforeseen helping neighboring counties in need.
events.
Updates Board with now monies are recouped from
FEMA.
I have observed that the Executive Director has a very
strong work ethic. That coupled with his extensive
knowledge and experience has allowed him to respond
very quickly to unforeseen events.
Jeremy does an excellent job of being thoughtful and
responsive.
CCUA - 2024-2025 Executive Director Performance Evaluation
Definitions of Performance Ratings:
5-Outstanding 4 - Very Good - Results 3 - Good - Competent 2 - Improvement 1 - Unsatisfactory -
Performance is clearly exceed most and dependable level of Needed - Performance Results are generally
exceptional position requirements, performance, meets is deficient in certain unacceptable and
performance is of high performance standards of areas, improvement is require immediate
quality and is achieved on the job necessary improvement
a consistent basis
General Factors: Ave Score: Supportive Details or Comments: 5 4 3 2 1
10.Intangible: This 4.86 Leadership in hurricane response remains a defining
category is intended to strength with recognition as a FLAWARN regional
evaluate the Executive coordinator.
Director's response to
unexpected The organization commitment to integrity, courage,
and/or unforeseen and accountability is visible in daily operations.
events. (Continued)
Hurricane Helene/Milton responses to City of
Jennings and Sarasota City utility respectively.
Acknowledge that FLAWARN recognized Jeremy's
leadership, trustworthiness, and dependability to serve
as NEFL Reg Coordinator.
Jeremy and the teams are very proactive in expected
and/or unforeseen events! They are always on top of
everything and running every obstacle smoothly!
The Executive Director always keeps the Board
apprised of any unexpected emergencies or any
unforeseen events, either by text or phone call.
For Merit Pay Evaluation
Gross Composite Average Score: 4.77
Gross Composite Percentage Equivalent: 95.43%
Board Attorney computes and provides composite evaluation results to the Board. Based on the
average score, the Board shall approve a merit increase to the Executive Directors annual salary
accordingly:
95% to 100% =3%
90% to 94% =2%
85% to89% = 1%