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Agenda 09/25/2018 Item #12A09/25/2018 EXECUTIVE SUMMARY The Annual Performance Appraisal for the County Attorney. OBJECTIVE: To complete the performance appraisal of the County Attorney. CONSIDERATIONS: The County Attorney reports directly to the Board of County Commissioners. In order to ensure that the County Attorney Office work performance is coordinated with the direction of the full Board, an annual appraisal and merit consideration are provided in the County Attorney Employment Agreement. The Agreement provides in relevant part as follows: “Section 8: Performance Evaluation The Employer shall review and evaluate the performance of the Employee in accordance with the performance-based merit system as provided in Section 7. Written evaluations based on said performance system will be provided by each County Commissioner to Employee prior to September 1, 2009, and prior to each September 1st thereafter for the term of this Agreement. A summary of all evaluations will be prepared by the Board Chair for the Board and Employee including the recommended merit wage adjustment. A merit system wage adjustment will take effect on October 1, 2009 and each October 1st thereafter for the term of this Agreement. An updated performance merit system for Employee will be developed in good faith between the Board of County Commissioners and Employee and adopted by the Board prior to October 1st of each fiscal year for implementation in the next fiscal year.” Section 7 provides in relevant part as follows: “Section 7: Salary B. Employer and Employee shall negotiate in good faith to establish, within one hundred and twenty (120) days after execution of this Agreement, a performance based merit system through which the Employee shall be eligible for a merit adjustment upon the successful completion of measurable goals and objectives to be completed or attained by the Employee during the 2009 fiscal year and each fiscal year thereafter during the term of this Agreement. Such annual performance based merit adjustment shall not exceed a maximum of ten percent (10%) of the Employee’s annual base salary. The minimum increase for satisfactory performance under such performance based merit system will equal the average percentage salary adjustment provided to all County employees for the given fiscal ye ar or three percent (3%) whichever is greater. All such merit adjustments shall be included in the Employee’s base salary.” The annual work plan (Action plan) was previously developed with the Board. The County Attorney has been available to meet individually with commissioners and has provided a self-appraisal relating to the performance standards for review. A copy of the Performance Appraisals conducted by each Commissioner is included in the back-up, together with a Summary of all the evaluations. As in past years, the County Attorney waives any merit adjustment. FISCAL IMPACT: There is no fiscal impact associated with this item. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this item. 12.A Packet Pg. 665 09/25/2018 RECOMMENDATION: The Board of County Commissioners completes the annual performance appraisal process for the County Attorney. Prepared by: Jeffrey A. Klatzkow, County Attorney ATTACHMENT(S) 1. FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (PDF) 2. FY 2017 _ 2018 Action Plan completed by Commissioner Solis (PDF) 3. FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (PDF) 4. FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (PDF) 5. FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (PDF) 6. Summary of Ratings by Commissioners (XLS) 12.A Packet Pg. 666 09/25/2018 COLLIER COUNTY Board of County Commissioners Item Number: 12.A Doc ID: 6782 Item Summary: The Annual Performance Appraisal for the County Attorney. Meeting Date: 09/25/2018 Prepared by: Title: Legal Office Administrator – County Attorney's Office Name: Debbie Allen 09/18/2018 2:42 PM Submitted by: Title: County Attorney – County Attorney's Office Name: Jeffrey A. Klatzkow 09/18/2018 2:42 PM Approved By: Review: County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/18/2018 2:54 PM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 09/18/2018 3:15 PM Budget and Management Office Mark Isackson Additional Reviewer Completed 09/18/2018 3:32 PM County Attorney's Office Emily Pepin CAO Preview Completed 09/18/2018 3:38 PM County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 09/19/2018 10:46 AM Board of County Commissioners MaryJo Brock Meeting Pending 09/25/2018 9:00 AM 12.A Packet Pg. 667 12.A.1Packet Pg. 668Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 669Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 670Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 671Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 672Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 673Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 674Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 675Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 676Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.1Packet Pg. 677Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Fiala (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 678 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 679 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 680 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 681 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 682 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 683 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 684 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 685 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 686 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.2 Packet Pg. 687 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Solis (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.3 Packet Pg. 688 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 689 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 690 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 691 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 692 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 693 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 694 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 695 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 696 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.3 Packet Pg. 697 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Saunders (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 698 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 699 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 700 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 701 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 702 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County Attorney) 12.A.4 Packet Pg. 703 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 704 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 705 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 706 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.4 Packet Pg. 707 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner Taylor (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 708 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 709 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 710 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 711 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 712 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 713 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 714 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 715 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 716 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County 12.A.5 Packet Pg. 717 Attachment: FY 2017 _ 2018 Action Plan completed by Commissioner McDaniel (6782 : The Annual Performance Appraisal for the County ITEM FIALA SOLIS SAUNDERS TAYLOR AV ERAGE Oral Presentations at Meetings 3.00 2.00 3.00 2.50 2.70 Written Legal Advice 3.00 3.00 3.00 2.50 2.90 Processing Requests for Legal Services 3.00 3.00 3.00 2.50 2.90 Client Satisfaction / Peer Review 3.00 3.00 3.00 3.00 3.00 Fiscal Management 3.00 3.00 3.00 2.50 2.90 Public Records and Sunshine Law 3.00 2.00 3.00 2.50 2.70 Litigation 3.00 3.00 3.00 3.00 3.00 Advertising 3.00 2.00 3.00 2.50 2.70 Agenda Items 3.00 3.00 3.00 3.00 3.00 Advisory Boards 3.00 3.00 3.00 2.50 2.90 Averages Per Commissioner 3.00 2.70 3.00 2.65 2.87 coa60/152 Overall Percentage 96% 3.00 3.00 3.00 3.00 3.00 3.00 COUNTY ATTORNEY FY 2017 - 2018 ACTION PLAN / EVALUATION SUMMARY OF RATINGS COMMISSIONER 3.00 Overall Average McDANIEL 3.00 3.00 3.00 3.00 12.A.6 Packet Pg. 718 Attachment: Summary of Ratings by Commissioners (6782 : The Annual Performance Appraisal for the County Attorney)