HomeMy Public PortalAboutLTC 021-2014 - Village Manager's Annual ReportSAL OUR
F LO RI DA'S PARADISE
OFFICE OF THE VILLAGE MANAGER
NO. 021-2014
TO: Mayor Jean Rosenfield and Members of the Village Council
FROM: Jorge M. Gonzalez, Village Manager F
DATE: November 5, 2014
SUBJECT: Village Manager's Annual Report
LETTER TO COUNCIL
The purpose of this Letter to Council (LTC) is to transmit the Village Manager's Annual Report, which
provides a summary of our accomplishments over the last year.
I have asked Paula Rodriguez to contact you to schedule a meeting with each of you next week to
discuss the report in person.
Attached for your review is the Annual Report with supporting attachments.
If you have any questions, please feel free to contact me.
JMG/PAR
F:\DOLORES\LTCs\LTC - Village Manager's Annual Report.docx
BAL HARBOUR
TO: Honorable Mayor Jean Rosenfield and Members of the Village Council
FROM: Jorge M. Gonzalez, Village Manager
DATE: November 3, 2014
SUBJECT: Village Manager Annual Report 2013-2014
November 12, 2014 will mark the completion of my first year as your Village Manager. I
am thankful for the trust and confidence each of you have placed in me, and I
appreciate the opportunity you have given me to serve this community. As we reach
this first anniversary, I want to take this opportunity to share with you some of the key
areas of focus, as well as highlight some of our achievements over the past year. In
reviewing the events and accomplishments of the past 12 months, we can take pride in
the many successes Bal Harbour Village has experienced, and we can look forward to
much more continued progress in the years to come.
The past year has been one of transition — not only for me, but for the Village as well.
We have seen significant changes at Village Hall over the course of the past year. We
have changed the way we do business, the way we are organized, who is providing
services, and most importantly, we have changed our focus and priorities. I have
worked to ensure that above all, we provide efficient and effective services to our
citizens and customers in a professional manner, with a primary focus on good
customer service. The personnel decisions I have made reflect my personal
commitment to elevating our competency and quality of work, ensuring a renewed
mindset toward efficiency and professionalism. Overall, we have seen a great deal of
progress in many areas, and I am satisfied that my first year as your Village Manager
which has been challenging, rewarding, fun and positive. I can safely say that the
organization and the Village are better positioned today to deal with the challenges and
opportunities that lie ahead.
Pursuant to Section 5.3 of our Employment Agreement, "The Village Council shall
evaluate the performance of the Employee in October of each year ..." As I approach
the completion of my first year as your Village Manager, I have prepared a summary
report of the activities I and staff have undertaken in the past year, as well as the
resulting accomplishments. I have also attached a form developed by the International
City/County Management Association (ICMA) (modified for use by Bal Harbour Village),
which you may want to use as you consider the achievements of the past year. As a
reminder, this information is subject to the Sunshine Law and should be used with that
consideration in mind.
Page 1 of 10
BACKGROUND
During the Village Manager selection process, I was asked to comment on the
challenges I saw facing Bat Harbour Village, as well as what would be my areas of
focus as I began my tenure as your Village Manager. The following summarizes my
thoughts and responses, which have served as the basis for our priorities for the past
year:
Challenges:
• Restoring trust and confidence in the Village. Instilling professionalism and
competence to the organization and uniting the community, the Council and the
organization;
• Designing and developing a financing mechanism to address the Village's dated
infrastructure both above and below ground. Begin to address environmental
issues, such as beach erosion and rising sea levels; and, enhancing and
beautifying public spaces; and,
• Negotiate and finalize a settlement with the Department of Justice (and/or any
other federal agency) to bring closure to the issues regarding the special task
force, forfeiture funds, police department investigations that have brought
unwanted attention to the Village. Establish appropriate fiscal policies and
procedures to ensure that the Village's finances are never again in question.
Areas of Focus:
• Meet with the various interested stakeholders of the community. I would solicit
their perspectives — what they think are the strengths and weaknesses, where
the opportunities lie, and how they can contribute to the greater outcome.
• Work to develop a strategic plan and framework for Council and the community.
Make sure that we define our community's expectations. I would want to make
sure that we are doing the things the community wants us to do, and that we are
spending our resources wisely on those things.
• Assess staff competency and recruit appropriate individuals to round out the
team. I would fill vacancies that exist, and build an overall capacity in the
organization to meet the challenges ahead.
• Fully analyze the Village finances to understand where the resources are
generated and how they are being spent. Ensure that the Village is on sound
and sustainable financial footing for the near and long term. Ensure we have
adequate reserves, and most importantly, that the resources are tied to intended
outcomes.
In addition to the above, a long list of "Items for the New Manager," had grown during
the almost 12 months that the Village Manager position remained vacant. Lastly, like
Page 2 of 10
1
any local government, there was no shortage of routine day-to-day needs and/or issues
that arise requiring attention.
SUMMARY OF ACCOMPLISHMENTS
The following summarizes the key accomplishments of the past year. For ease of
review, it is organized in a manner similar to the identified Challenges and Areas of
Focus mentioned above. In addition, I have attached a more comprehensive list of
accomplishments in these areas, as well as within our various Departments for this
review period.
Restoring Trust and Confidence
I believe that the best way to regain trust and confidence in any organization is to
ensure openness and transparency in all of our activities. Everything we do should be
done in an inclusive, open and well-informed manner. Over the past year, I have
implemented several initiatives to ensure greater public inclusion and transparency. In
addition, best practices have been established where needed to ensure compliance with
our Village Charter and/or Code of Ordinances and accepted industry standards.
An essential first step was to completely reengineer our agenda development process
and staff preparation for Council meetings. This entailed the following:
• The Agenda is now available (electronically and hard copy) to all who may wish
to review it at least one week in advance of the regularly scheduled meeting.
• An organized numbering convention for items has been implemented to facilitate
the meeting flow. This structure also allows for ease of research in the future.
• All items included in the agenda are well -considered in advance. The reports are
thoroughly researched, properly developed and fully presented, and include an
Administration Recommendation. Staff is well -versed and present to answer any
questions that may arise.
• Each item is accompanied by a legally sufficient resolution ready to be signed
and recorded.
• Agenda Review meetings are made available to each of you making myself
available to answer your questions in advance of the meeting;
• The Council Meetings are now live streamed on the Village website and all
material is available electronically for ease of reference.
• After Action staff meetings are held immediately after Council meetings to ensure
that proper assignments for follow up and completion are made.
The Council Committee structure was also reviewed and recommended changes were
made, approved and codified. These changes served to:
Page 3 of 10
" D e v e l o p a n d c o d i f y a s e t o f s t a n d a r d s a n d m e m b e r s h i p r e q u i r e m e n t s f o r t h e
c o m m i t t e e s ;
" C r e a t e t h e B u d g e t C o m m i t t e e , a n e w l y f o r m e d s t a n d i n g c o m m i t t e e t o a d v i s e t h e
C o u n c i l a n d m e o n f i s c a l m a t t e r s ;
" E s t a b l i s h o f f i c i a l t e r m s , t e r m l i m i t s , m e t h o d o f a p p o i n t m e n t a n d e x p e c t a t i o n s ;
" S u n s e t t h e R e s i d e n t i a l A d v i s o r y C o m m i t t e e ( R A C ) ; a n d ,
" B e g i n t h e l o n g d i s c u s s e d p r o c e s s o f t r a n s i t i o n i n g t o a s e l f - r e l i a n t c o m m u n i t y
a s s o c i a t i o n f o r t h e g a t e d c o m m u n i t y .
S e v e r a l p u b l i c p r o c e s s e s t o d e v e l o p c o n s e n s u s o n i m p o r t a n t c o m m u n i t y i s s u e s w e r e
c o n d u c t e d a n d b e s t p r a c t i c e s f o r p r o c u r e m e n t o f p u b l i c s e r v i c e s w e r e i m p l e m e n t e d :
" B r a n d i n g I n i t i a t i v e m u l t i p l e p u b l i c w o r k s h o p s t o r e a c h c o n s e n s u s o n f i n a l B r a n d
E s s e n c e a n d g u i d e b o o k ; c o m m u n i t y c o n s e n s u s o n t h e " B r a n d H o u s e " a n d n e x t
s t e p s . T h i s i n i t i a t i v e h a s a l s o s e r v e d t o e s t a b l i s h a b r o a d c o l l e c t i v e v i s i o n f o r t h e
V i l l a g e a c t i v i t i e s a n d a s p i r a t i o n s ;
" B u d g e t C o m m i t t e e / B u d g e t D e v e l o p m e n t m u l t i p l e p u b l i c c o m m i t t e e m e e t i n g s t o
t h o r o u g h l y r e v i e w t h e F Y 2 0 1 4 / 1 5 M i l l a g e , O p e r a t i n g B u d g e t a n d P r o p o s e d
E n h a n c e m e n t s ; d e v e l o p e d I s s u e S h e e t s f o r s i g n i f i c a n t V i l l a g e d e p a r t m e n t s
a n d / o r d e c i s i o n p o i n t s ; d e v e l o p e d c o m m u n i t y c o n s e n s u s o n t h e p r o p o s e d
m i l l a g e a n d b u d g e t . E s t a b l i s h e d f i s c a l p o l i c i e s t o e n s u r e s o u n d f i n a n c i a l f o o t i n g .
R e v i e w e d a n d r e v a m p e d V i l l a g e f e e s c h e d u l e a n d e n s u r e d c o n s i s t e n c y b e t w e e n
t h e V i l l a g e C o d e a n d a c t u a l f e e s c h a r g e d ;
" A d v e r t i s i n g A g e n c y f o r m a l R e q u e s t f o r P r o p o s a l s ( R F P ) a d v e r t i s e d , d i v e r s e
e v a l u a t i o n c o m m i t t e e c r e a t e d t o r e v i e w r e s p o n s e s a n d a d m i n i s t r a t i v e d u e
d i l i g e n c e i n a d v a n c e o f C o u n c i l a p p r o v a l ;
" F i r s t A n n u a l L e g i s l a t i v e A g e n d a i n d i v i d u a l m e e t i n g s w i t h o u r S t a t e l o b b y i s t ,
d e v e l o p m e n t o f i n d i v i d u a l p r i o r i t i e s , C o u n c i l a p p r o v a l o n c o n s e n s u s p r i o r i t i e s ,
g r a n t d e v e l o p m e n t , s u b m i s s i o n a n d a w a r d f o r S e w e r U t i l i t y p r o j e c t s ( $ 6 0 0 , 0 0 0 ) ;
" V o t e r r e f e r e n d u m d e v e l o p e d l a n g u a g e a n d C o u n c i l a p p r o v e d a v o t e r
r e f e r e n d u m q u e s t i o n t o a m e n d t h e C h a r t e r p r o v i s i o n s r e g a r d i n g p u r c h a s i n g
a u t h o r i t y . V o t e r s p a s s e d t h e r e f e r e n d u m w i t h o v e r 5 4 % a p p r o v a l ;
" A n n u a l E x t e r n a l A u d i t c o m p l e t e d a n d s u b m i t t e d t o C o u n c i l w i t h n o a u d i t
f i n d i n g s ;
" P u r c h a s i n g a n d C o n t r a c t i n g a d m i n i s t r a t i v e d i r e c t i o n t o s e c u r e a t l e a s t t h r e e
b i d s f o r t h e p u r c h a s e o f g o o d s a n d s e r v i c e s ( r e s u l t i n g i n r e d u c e d c o s t s f o r
s e r v i c e s ) , r e v i e w o f a l l e x i s t i n g c o n t r a c t s t o e n s u r e c o m p l i a n c e w i t h V i l l a g e C o d e ,
c o n t i n u e t o u p d a t e c o n t r a c t s w h e r e n e e d e d ; a n d ,
" P i l o t p r o g r a m o u t s o u r c i n g r e c r e a t i o n p r o g r a m m i n g t o P e a r P r o g r a m s f o r V i l l a g e
e v e n t s , s u c h a s H a l l o w e e n , L a b o r D a y / F o o d T r u c k s , e t c .
A d d r e s s t h e V i l l a g e ' s A g i n g I n f r a s t r u c t u r e / E n h a n c e a n d B e a u t i f y P u b l i c S p a c e s
A d d r e s s i n g a g i n g i n f r a s t r u c t u r e i s a n i m p o r t a n t r o l e o f l o c a l g o v e r n m e n t , p a r t i c u l a r l y i n
l i g h t o f g l o b a l c l i m a t e c h a n g e . A s a r e s u l t , m y A d m i n i s t r a t i o n h a s f o c u s e d o n a s s e s s i n g
P a g e 4 o f 1 0
1
the current state of Village infrastructure, as well as identifying funding sources in order
to pursue upgrades.
Over the last 12 months, we have undertaken the development and approval of a
Utilities Master Plan, which included a public workshop to gain input from residents and
businesses as we pursue future upgrades. This Master Plan includes efforts to mitigate
the efforts of climate change and rising tides, and will set in motion our long-awaited
upgrade to the Village's utility infrastructure. The final Master Plan will be submitted to
the Council for approval in the coming months. In order to address our infrastructure
needs, I, along with my staff, have pursued potential funding sources, including initiating
discussions with Miami -Dade County for the assignment of $6.5 million in General
Obligations Bonds for upgrades to sewer infrastructure improvement projects in Bal
Harbour Village. Moreover, my Administration has secured a $600,000 grant from the
State of Florida to fund engineering and construction services towards the completion of
the overall Utilities Master Plan. Finally, we have analyzed the Utility Fund to ensure
that infrastructure costs are fully paid by users and not taxpayers through property
taxes.
Several initiatives have been initiated in order to improve the appearance and upkeep of
our public spaces. By merging the Public Works Department and the Parks &
Recreation Department into one cohesive operation, aptly named Parks and Public
Spaces, whose focus has shifted from addressing issues in a reactionary manner to a
better planned and scheduled series of activities that will ensure that public areas and
infrastructure are well -maintained. Over the last year, my Administration has
successfully completed the following projects:
• Completed the Village's Comprehensive Beach Renourishment Program
• Completed preliminary design and submitted for permitting the Beach Sand
Transfer Project
• Completed the Beach Path Restoration Project
• Purchased and installed new light bollards on the beach path
• Removed Code Blue telephones from the Beach Path
• Finalized Bus Shelter Project, including ensuring that no leaks were present, as
well as establishing a daily cleaning schedule
• Engaged in various facility and building upgrade/repairs in the Village Hall
Complex (i.e., LED lighting in Council Chamber, roof repairs and stabilization at
Village Hall and Public Works Building, etc.)
• Established the first Recycling Program in Village Hall and Village buildings.
• Established a program to pressure wash curbs and gutters
• Painted the Herman B. Fultz Bridge (Haulover Bridge)
In order for the Village to better address appearance from a regulatory perspective,
Village staff and the Village Attorney's Office developed an ordinance, which was
adopted by the Council, to expand the Appearance Code to the Business District and an
ordinance to regulate the appearance of roofs throughout the Village, including the B
District (Business District).
Page 5 of 10
1 1 1
Opportunities have also presented themselves to improve the Village's position in
development agreements, which impact the maintenance of public areas. The One Bal
Harbour settlement agreement was executed in October 2014, when Lionstone
Development (Ritz Carlton Hotels) assumed ownership of the One Bal Harbour Resort
and Spa. In preparation for the closing, the Village identified all outstanding issues at
the One Bal Harbour property. The Village and the One Bal Harbour Corporation
(OBHC) signed an agreement to memorialize all outstanding issues. In addition, the
One Bat Harbour Corporation provided the Village with $102,041 to hold in escrow for
the renovation of the loading dock area, as well as the landscape improvements to the
parking lot area, roadway and beach, as described in the original development
agreement with the Village.
The funds for the landscape escrow are to be expended by the Village to ensure the
improvements outlined in the original development agreement are completed. The funds
held in escrow related to the loading dock improvements will be returned to the OBHC
once their work has been completed. Lionstone Development has also been made
aware of the agreement and plan of action with the Village.
As a result of this agreement, I feel the Village is much better positioned to ensure the
maintenance and upkeep of these highly visible public areas.
Finalize a Settlement with the Department of Justice
Needless to say, the issues surrounding the Department of Justice's (DOJ)
investigations into the Tri-County Task Force activities led by the BHV Police
Department resulted in a very difficult and trying period for Bal Harbour. The scrutiny
and attention brought with it a great deal of unease and stress to the community, the
Council, the organization and the Police Department. Bringing closure to this
unfortunate chapter in our Village's history was a priority for me from day one. While
working closely with our attorneys, we were able to minimize the Village's financial
exposure. Late last year, we reached a settlement with the Federal agencies resulting
in no direct fines at taxpayer expense. The Village was required to return Federal
seized asset forfeitures, forego pending awards and was barred from participating in the
program going forward.
Immediately, I turned to undoing the damage that had been done. The first and most
important step was to appoint a new Chief of Police and direct him to change the culture
of the Police department to focus on doing the right things and doing them the right way.
Chief Mark Overton joined our team in January of 2014. 1 tasked him with focusing the
department on community policing and all police activities are now conducted with a
priority on serving our local community needs. Together, we have worked diligently with
the Federal Bureau of Investigations (FBI) Miami Division to conclude the criminal
investigation related to the actions of the Bal Harbour Police Department's involvement
in the Tri-County Taskforce. Our focus has been to repair our standing with the Federal
agencies, to restore our Police Department's reputation, and regain their and our
Page 6 of 10
BAL HARBOUR
community's trust and confidence. I have personally met with representatives of the
Federal Bureau of Investigation (FBI) on numerous occasions to assure them of our
commitment to a correct course of conduct.
As you know, earlier this year, we received notification from the DOJ that their
investigations were completed with no further findings. As a result of our efforts, in June
2014, the Village was notified that we had gained re -admittance into the Department of
Justice Equitable Sharing Program. Moreover, the Police Department gained full
compliance status from the Florida Department of Law Enforcement for the Bal Harbour
Police Department Communications Unit, which had been found in violation of running
unauthorized background checks during an audit in December 2013.
These actions by our state and federal law enforcement partners represent an
incredible accomplishment, given how grave the Village's situation was just 12 months
ago. A number of new measures and initiatives were also implemented in our Police
Department to ensure accountability and a focus on our community's needs going
forward:
• Restructured the department to refocus efforts toward a Community Policing
Model, with emphasis on high visibly patrol, traffic enforcement and positive
citizen police relations;
• Created a new Bicycle Patrol Program and Police Golf Cart Program, which
enhance Officers' ability to access and patrol areas where vehicular traffic is not
an option;
• Developed a "Response to an Active Shooter Situation" Standard Operating
Procedure, as well as provided all officers with specialized training and tactics to
effectively and efficiently respond and neutralize incidents of this kind;
• Led efforts to create a partnership with the Anti -Defamation League, Town of Bay
Harbor Islands and Town of Surfside Police Departments to establish a Citizen
Awareness Program for the local Shuls, with the purpose of training and
increasing awareness within the Jewish community on how to detect suspicious
activity;
• Hosted a security training session for local hoteliers and businesses
• Created Operational Plans to enhance public safety details during High Holy
Days and Major Event Periods (i.e., Labor Day, Fourth of July, etc.).
• Established an off duty walking beat directly funded by the Bal Harbour Shops to
ensure additional public safety services within the shops on their busiest days,
high impact weekends, and holidays;
• Conducted a detailed Personnel Allocation Study and redeployed patrol
resources to provide the highest levels of presence during the times of increased
incident activity within the Village;
• Established and implemented a speed reduction and traffic mitigation plan,
including: a comprehensive study of the timing of area signalization and a
community education and information program called "Twenty is Plenty" to
reduce speeding within the gated residential district;
Page 7 of 10
" C o m p l e t e d t r a f f i c s o f t e n i n g i n i t i a t i v e s , s u c h a s t h e r e m o v a l o f t h e n o r i g h t h a n d
t u r n p r o h i b i t i o n w e s t - b o u n d o n H a r b o u r W a y a n d t h e e r e c t i o n o f s p e c i a l i z e d
s i g n a g e t o d i r e c t B a l H a r b o u r S h o p s t r a f f i c t o a l l e v i a t e c o n g e s t i o n d u r i n g p e a k
h o u r s ;
" D e v e l o p e d a c o m p r e h e n s i v e H u r r i c a n e a n d S e v e r e W e a t h e r O p e r a t i o n a l P l a n ,
w i t h i n p u t a n d c o o r d i n a t i o n f r o m t h e M i a m i - D a d e O f f i c e o f E m e r g e n c y
M a n a g e m e n t , b u s i n e s s e s , r e s i d e n t s a n d c o n d o m i n i u m c o m m u n i t i e s , a s w e l l a s
i m p l e m e n t e d a W i r e l e s s E m e r g e n c y N o t i f i c a t i o n S y s t e m ; a n d ,
" C o o r d i n a t e d a n d s u c c e s s f u l l y t r a n s i t i o n e d e G O P a s s P r o g r a m f o r t h e G a t e d
R e s i d e n t i a l A r e a f r o m V i l l a g e A d m i n i s t r a t i o n t o K e n t S e c u r i t y .
O r g a n i z a t i o n a l D e v e l o p m e n t & C a p a c i t y B u i l d i n g
M a j o r p r o g r e s s h a s b e e n a c h i e v e d i n t h e a r e a o f O r g a n i z a t i o n a l D e v e l o p m e n t . I b e l i e v e
t h a t o u r o r g a n i z a t i o n a l s t r u c t u r e i s ( a n d s h o u l d r e m a i n ) v e r y f l u i d . W e s h o u l d w o r k t o
c o n t i n u o u s l y i m p r o v e o u r t e a m ; a n d t h e s t r u c t u r e t h a t w o r k s t o d a y s h o u l d b e a b l e t o
e v o l v e a s o u r n e e d s g r o w a n d e v o l v e . I n t h e p a s t y e a r , h o w e v e r , I c a r e f u l l y e v a l u a t e d
t h e o r g a n i z a t i o n a l s t r u c t u r e a n d t h e i n d i v i d u a l s t a f f c o m p e t e n c i e s . I h a v e s u c c e s s f u l l y
c o n d u c t e d s e v e r a l s e n i o r l e v e l r e c r u i t m e n t s , i n c l u d i n g P o l i c e C h i e f , F i n a n c e D i r e c t o r
( C F O ) , P a r k s a n d P u b l i c S p a c e s D i r e c t o r , P o l i c e C a p t a i n a n d P o l i c e M a n a g e m e n t
S e r v i c e s D i r e c t o r . W e h a v e c o n s o l i d a t e d o u r I n f o r m a t i o n T e c h n o l o g y a c t i v i t i e s ,
d e v e l o p e d a n I T M a s t e r P l a n a n d f u n d i n g p r o g r a m , b e g a n h a r d w a r e r e p l a c e m e n t
i n i t i a t i v e s a n d s e c u r e d c o m p r e h e n s i v e o u t s o u r c e d I T s e r v i c e s . I a l s o c o m b i n e d o u r
P u b l i c W o r k s a n d P a r k s a n d R e c r e a t i o n d e p a r t m e n t s i n t o a n e w l y o r g a n i z e d a n d
f o c u s e d P a r k s a n d P u b l i c S p a c e s d e p a r t m e n t . I h a v e a l s o m e t w i t h a n d e s t a b l i s h e d
e x p e c t a t i o n s f o r o u r v a r i o u s c o n t r a c t e d s e r v i c e p r o v i d e r s , s u c h a s : C A P E n g i n e e r i n g ;
C r a i g S m i t h & A s s o c i a t e s ; M i c h a e l M i l l e r & A s s o c i a t e s ; M u n i l i t y c s ; R o n B o o k &
A s s o c i a t e s ; W e i s s , S e r o t a , H e l f m a n , e t a l .
O t h e r A c c o m p l i s h m e n t s
A s i d e f r o m m a n a g i n g t h e d a y - t o - d a y o p e r a t i o n s o f t h e V i l l a g e , a s w e l l a s a d d r e s s i n g t h e
d e c i s i o n p o i n t s t h a t h a d b e e n p o s t p o n e d u n t i l m y a p p o i n t m e n t , t h e r e h a v e b e e n s e v e r a l
h i g h p r o f i l e p r o j e c t s a n d a g r e e m e n t s , w h i c h I i n h e r i t e d t h a t h a v e r e q u i r e d a g r e a t d e a l o f
m y t i m e a n d a t t e n t i o n i n o r d e r t o b r i n g t h e m t o c l o s u r e . T h e s e i s s u e s i n c l u d e :
" F l a m i n g o W a y L a n d E x c h a n g e a l a n d e x c h a n g e i n i t i a t e d w i t h t h e V i l l a g e i n
2 0 1 1 a n d t h a t c u l m i n a t e d i n 2 0 1 4 , r e q u i r e d t h a t I , a l o n g w i t h t h e V i l l a g e A t t o r n e y ,
e n g a g e i n a d d i t i o n a l n e g o t i a t i o n s o n b e h a l f o f t h e V i l l a g e . A s a r e s u l t , t h e
V i l l a g e ' s s e t t l e m e n t w i t h F l a m i n g o W a y E n t e r p r i s e s p r o v i d e s c l o s u r e t o a n i s s u e
p e n d i n g r e s o l u t i o n s i n c e p r i o r t o m y a p p o i n t m e n t a s V i l l a g e M a n a g e r ;
" C o n s u l t a t i o D e v e l o p m e n t A g r e e m e n t M a n a g e m e n t a d e v e l o p m e n t a g r e e m e n t ,
w h i c h w a s e x e c u t e d b y t h e V i l l a g e i n M a r c h o f 2 0 1 3 , n o w r e q u i r e s c l o s e
m a n a g e m e n t d u e t o t h e i m p a c t o f t h e p r o j e c t o n t h e r e s i d e n t s ' q u a l i t y o f l i f e , a s
w e l l a s o u r m o s t v i t a l p u b l i c a r e a t h e b e a c h ;
P a g e 8 o f 1 0
" B a l H a r b o u r S h o p s E x p a n s i o n P r o j e c t a r g u a b l y t h e m o s t i m p o r t a n t d e c i s i o n t h e
C o u n c i l w i l l h a v e t o m a k e , t h e B a l H a r b o u r S h o p s E x p a n s i o n P r o j e c t r e q u i r e s
t h a t t h e V i l l a g e c a r e f u l l y a n a l y z e a n d w e i g h o p t i o n s i n o r d e r t o e n s u r e t h a t a l l d u e
d i l i g e n c e h a s b e e n c o n d u c t e d t o p r o t e c t t h e V i l l a g e ' s i n t e r e s t s . A s a r e s u l t , I
h a v e p u t t o g e t h e r a t e a m o f p r o f e s s i o n a l s , w h o a r e p r o v i d i n g t h e V i l l a g e w i t h
t h e i r e x p e r t o p i n i o n i n m a t t e r s , s u c h a s p l a n n i n g , a r c h i t e c t u r e , l a n d u s e , t r a f f i c
e n g i n e e r i n g a n d s p a c e a n a l y s i s . U p o n m y r e c o m m e n d a t i o n , t h e V i l l a g e h a s
e n t e r e d i n t o a c o s t r e c o v e r y a g r e e m e n t w i t h t h e B a l H a r b o u r S h o p s , i n o r d e r t o
e n s u r e t h a t t h e c o s t f o r d u e d i l i g e n c e i s n o t b o r n e b y t h e V i l l a g e .
C O N C L U S I O N
A n y g o o d t r a n s i t i o n o f l e a d e r s h i p r e q u i r e s t h e n e w i n c u m b e n t t o t a k e a p p r o p r i a t e t i m e
t o l e a r n a n d u n d e r s t a n d w h a t t h e i s s u e d r i v e r s a r e f o r t h e c o m m u n i t y a n d t h e
o r g a n i z a t i o n . S i n c e m y a p p o i n t m e n t a s y o u r V i l l a g e M a n a g e r , I h a v e s p e n t a g r e a t d e a l
o f t i m e m e e t i n g w i t h a n d l i s t e n i n g t o t h e m a n y s t a k e h o l d e r s a n d m e m b e r s o f o u r
c o m m u n i t y . A s y o u w e l l k n o w , B a l H a r b o u r i s b l e s s e d w i t h a n a c t i v e a n d i n v o l v e d
c o m m u n i t y . A c o m m u n i t y t h a t i s v e r y p a s s i o n a t e a b o u t B a l H a r b o u r a s a p l a c e t o l i v e
a n d v i s i t a n d a c o m m u n i t y w i t h d e f i n i t e o p i n i o n s o f h o w t h e y w o u l d l i k e t o s e e B a l
H a r b o u r e v o l v e g o i n g f o r w a r d .
I n o r d e r t o t u r n t h e c o m m u n i t y ' s f e e d b a c k a n d v i s i o n i n t o t a n g i b l e r e s u l t s , t h e b u d g e t
m u s t f u n d s p e c i f i c a r e a s o f p r i o r i t y . I f o c u s e d o n f i v e ( 5 ) k e y g o a l s , w h i c h g u i d e d m y
r e c o m m e n d a t i o n s . T h e s e w e r e a s f o l l o w s :
" E n h a n c i n g p o l i c i n g s t r a t e g i e s a n d a c c o u n t a b i l i t y ;
" I m p r o v i n g a n d b e a u t i f y i n g o u r p u b l i c s p a c e s ;
" I n v e s t i n g i n o u r I n f o r m a t i o n T e c h n o l o g y I n f r a s t r u c t u r e ;
" E x p a n d i n g o u r c o m m u n i c a t i o n w i t h o u r r e s i d e n t s a n d v i s i t o r s ; a n d ,
" E s t a b l i s h i n g s u s t a i n a b l e f i s c a l p o l i c i e s a n d p l a n n i n g f o r f u t u r e c a p i t a l
i n v e s t m e n t s .
A s p a r t o f t h e F Y 2 0 1 4 - 1 5 O p e r a t i n g B u d g e t , a s e r i e s o f e n h a n c e m e n t s w e r e a d o p t e d ,
i n o r d e r t o a d d r e s s a n u m b e r o f a r e a s o f c o n c e r n , w h i c h h a v e b e e n h i g h l i g h t e d b y y o u
a n d y o u r c o l l e a g u e s , r e s i d e n t s a n d b u s i n e s s e s a l i k e . T h e s e p r o p o s e d e n h a n c e m e n t s
w e r e d e v e l o p e d b y d e p a r t m e n t s t a f f i n a n e f f o r t t o i m p r o v e o p e r a t i o n a l e f f e c t i v e n e s s
a n d e f f i c i e n c y . V e t t e d a n d r e c o m m e n d e d b y t h e B u d g e t C o m m i t t e e a s p a r t o f o u r
b u d g e t d e v e l o p m e n t p r o c e s s , i t i s i m p o r t a n t t o n o t e t h a t a s i g n i f i c a n t p o r t i o n o f t h e
i n c r e a s e d b u d g e t f o r F Y 2 0 1 4 - 1 5 i s t h e f u n d i n g o f t h e s e e n h a n c e m e n t s . T h e s e
e n h a n c e m e n t s , w h i c h w i l l c o n t i n u e t o b u i l d o n t h e p r o g r e s s a l r e a d y a c h i e v e d t h i s y e a r ,
i n c l u d e :
" C r e a t i n g a V i l l a g e - w i d e h a r d s c a p e c l e a n i n g p l a n ;
I n c r e a s i n g p r e s s u r e c l e a n i n g o f V i l l a g e s i d e w a l k s , c u r b s , g u t t e r s a n d m e d i a n s
f r o m a n i n t e r m i t t e n t b a s i s t o f o u r t i m e s a y e a r ;
P a g e 9 o f 1 0
" I n c r e a s i n g t h e f r e q u e n c y o f t r i m m i n g o f m e d i a n h e d g e s b y a d d i n g s i x t e e n
a d d i t i o n a l p r u n i n g c y c l e s , a s w e l l a s a t h i r d t r i m m i n g o f d a t e p a l m s p e r y e a r ;
" I m p r o v i n g t h e a p p e a r a n c e o f t h e b e a c h , b y e s t a b l i s h i n g a d a i l y S a n d R a k i n g
P r o g r a m ;
" F u n d i n g f o r t h e d e v e l o p m e n t o f B e a u t i f i c a t i o n C o n c e p t P l a n f o r t h e C o l l i n s
A v e n u e C o r r i d o r ;
" T h e e s t a b l i s h m e n t o f C a p i t a l R e s e r v e f u n d i n g f o r f u t u r e c a p i t a l p r o j e c t s ;
" I m p r o v e c o m m u n i c a t i o n w i t h r e s i d e n t s a n d b u s i n e s s e s t h r o u g h l o c a l q u a r t e r l y
p r i n t e d a n d e - n e w s l e t t e r s , i m p r o v e d S o c i a l M e d i a s e r v i c e s , a n d W e b c o n t e n t
d e v e l o p m e n t t h r o u g h t h e u s e o f P u b l i c I n f o r m a t i o n O f f i c e r s e r v i c e s ;
" E n h a n c e d F o u r t h o f J u l y c e l e b r a t i o n a n d a n e w N e w Y e a r ' s E v e f i r e w o r k s
c e l e b r a t i o n ; a n d ,
" T h e e x p a n s i o n o f t h e c u r r e n t M u s e u m A c c e s s P r o g r a m t o i n c l u d e o t h e r m a j o r
c u l t u r a l i n s t i t u t i o n s s u c h a s t h e F a i r c h i l d T r o p i c a l B o t a n i c a l G a r d e n ; t h e J e w i s h
M u s e u m o f S o u t h F l o r i d a ; t h e F t . L a u d e r d a l e M u s e u m o f A r t ; t h e F t . L a u d e r d a l e
M u s e u m o f S c i e n c e a n d D i s c o v e r y ; a n d t h e F r o s t A r t M u s e u m a t F l o r i d a
I n t e r n a t i o n a l U n i v e r s i t y .
O v e r t h e n e x t y e a r , m y s t a f f a n d I w i l l b e f o c u s e d o n i m p l e m e n t i n g t h e s e i n i t i a t i v e s a n d
e n h a n c e m e n t s i n o r d e r t o b e t t e r s e r v e o u r c o m m u n i t y , a n d p r o v i d e a h i g h e r l e v e l o f
s e r v i c e .
M y m a i n p r i o r i t y a s y o u r V i l l a g e M a n a g e r i s t o w o r k w i t h y o u t o m a k e o u r v i l l a g e
g o v e r n m e n t a m o n g s t t h e b e s t i n t h e n a t i o n r e g a r d e d a n d r e c o g n i z e d a s a h i g h
p e r f o r m i n g , q u a l i t y o r g a n i z a t i o n , w h o s e m i s s i o n a n d w o r k i s f o c u s e d o n d i l i g e n t l y a n d
e f f i c i e n t l y a d d r e s s i n g o u r c o m m u n i t y ' s n e e d s a n d p r i o r i t i e s . W h i l e t h e r e i s s t i l l a l o t o f
w o r k t o b e d o n e , a g r e a t d e a l h a s b e e n a c c o m p l i s h e d t h i s f i r s t y e a r . I h o p e y o u j o i n m e
i n c o n g r a t u l a t i n g a n d t h a n k i n g a l l t h e m e m b e r s o f o u r t e a m f o r t h e s i g n i f i c a n t s t r i d e s w e
h a v e m a d e t h i s p a s t y e a r . A n d , I l o o k f o r w a r d t o m a n y m o r e y e a r s o f s u c c e s s f o r u s a l l .
A t t a c h m e n t s
P a g e 1 0 o f 1 0
SUMMARY OF SIGNIFICANT ACCOMPLISHMENTS
Building
• Issued approximately 1,261 permits representing $79,616,052 in construction costs,
and over 1 million dollars in revenue.
• Completed plan review on average within one day per discipline.
• Performed Building inspections within 24 hours of requests. Performed an average of
240 inspections per month.
• Submitted approximately 20 projects to the Architectural Review Board (ARB).
• Ensured that residents receive the maximum discount for flood insurance by securing a
15% discount on flood insurance for residents as a result of the Village's Class 9 rating
through the administration of the Community Rating System (CRS).
• Maintain CRS by attending and representing the Village in Local Mitigation Strategy
Groups.
• Participated in Insurance Services Office's (ISO) Building Code Effectiveness Grading
Schedule which is used to develop insurance rates for individual properties.
• Implemented quality control measures, established an operations manual and
implemented a new filing system by increasing staffing levels by one permit clerk
supervisor and one full time records manager.
• Implemented a standardized permitting system through the development of a standard
operating manual and standardization of forms and letters.
• Issued Certificates of Occupancy within 24 hours of requests.
• Serviced approximately 20 walk-ins per day.
Police
• Worked with the Federal Bureau of Investigations (FBI) Miami Division to conclude the
criminal investigation related to the actions of the Bal Harbour Police Department's
involvement in the Tri-County Taskforce.
• Gained re -admittance into the Department of Justice Equitable Sharing Program, which
the Village has been banned from participating in 2012.
• Gained full compliance status from the Florida Department of Law Enforcement for the
Bal Harbour Police Department Communications Unit, which had been found in
violation of running unauthorized background checks during an audit in December
2013.
• Restructured the department to refocus efforts toward a Community Policing Model,
with emphasis on high visibly patrol, traffic enforcement and positive citizen police
relations.
• Created a new Bicycle Patrol Program and Police Golf Cart Program, which enhance
Officers' ability to access and patrol areas where vehicular traffic is not an option.
• Developed a "Response to an Active Shooter Situation" Standard Operating Procedure,
as well as provided all officers with specialized training and tactics to effectively and
efficiently respond and neutralize incidents of this kind.
• Led efforts to create a partnership with the Anti -Defamation League, Town of Bay
Harbor Islands and Town of Surfside Police Departments to establish a Citizen
Awareness Program for the local Shuls, with the purpose of training and increasing
awareness within the Jewish community on how to detect suspicious activity.
" E s t a b l i s h e d a n o f f d u t y w a l k i n g b e a t d i r e c t l y f u n d e d b y t h e B a l H a r b o u r S h o p s t o
e n s u r e a d d i t i o n a l p u b l i c s a f e t y s e r v i c e s w i t h i n t h e s h o p s o n t h e i r b u s i e s t d a y s , h i g h
i m p a c t w e e k e n d s , a n d h o l i d a y s .
" C o n d u c t e d a d e t a i l e d P e r s o n n e l A l l o c a t i o n S t u d y a n d r e d e p l o y e d p a t r o l r e s o u r c e s t o
p r o v i d e t h e h i g h e s t l e v e l s o f p r e s e n c e d u r i n g t h e t i m e s o f i n c r e a s e d i n c i d e n t a c t i v i t y
w i t h i n t h e V i l l a g e .
" E s t a b l i s h e d a n d i m p l e m e n t e d a s p e e d r e d u c t i o n a n d t r a f f i c m i t i g a t i o n p l a n , i n c l u d i n g : a
c o m p r e h e n s i v e s t u d y o f t h e t i m i n g o f a r e a s i g n a l i z a t i o n a n d a c o m m u n i t y e d u c a t i o n
a n d i n f o r m a t i o n p r o g r a m c a l l e d " T w e n t y i s P l e n t y " t o r e d u c e s p e e d i n g w i t h i n t h e g a t e d
r e s i d e n t i a l d i s t r i c t .
" C o m p l e t e d t r a f f i c s o f t e n i n g i n i t i a t i v e s , s u c h a s t h e r e m o v a l o f t h e n o r i g h t h a n d t u r n
p r o h i b i t i o n w e s t - b o u n d o n H a r b o u r W a y a n d t h e e r e c t i o n o f s p e c i a l i z e d s i g n a g e t o
d i r e c t B a l H a r b o u r S h o p s t r a f f i c t o a l l e v i a t e c o n g e s t i o n d u r i n g p e a k h o u r s .
" D e v e l o p e d a c o m p r e h e n s i v e H u r r i c a n e a n d S e v e r e W e a t h e r O p e r a t i o n a l P l a n , w i t h
i n p u t a n d c o o r d i n a t i o n f r o m t h e M i a m i - D a d e O f f i c e o f E m e r g e n c y M a n a g e m e n t ,
b u s i n e s s e s , r e s i d e n t s a n d c o n d o m i n i u m c o m m u n i t i e s , a s w e l l a s i m p l e m e n t e d a
W i r e l e s s E m e r g e n c y N o t i f i c a t i o n S y s t e m .
P a r k s & P u b l i c S p a c e s
" S u c c e s s f u l l y i n t e g r a t e d V i l l a g e S e r v i c e f o r t h e P a r k s a n d R e c r e a t i o n , P u b l i c W o r k s ,
L a n d s c a p e M a i n t e n a n c e , F a c i l i t y M a i n t e n a n c e a n d t h e B a l H a r b o u r S h u t t l e S e r v i c e i n t o
o n e D e p a r t m e n t a l .
" I n s t a l l e d $ 1 8 5 , 0 0 0 w o r t h o f n e w a n d r e p l a c e m e n t l a n d s c a p e V i l l a g e w i d e .
" I n i t i a t e d t h e V i l l a g e w i d e r e c y c l i n g p r o g r a m f o r a l l f a c i l i t i e s .
" P r o d u c e d t h e i n a u g u r a l F o o d T r u c k S p e c i a l E v e n t f o r V i l l a g e r e s i d e n t s .
" C o m p l e t e d n e e d e d r o o f r e p a i r s a t V i l l a g e H a l l a n d t h e P u b l i c W o r k s W a r e h o u s e .
" I n i t i a t e d a d a i l y b u s s h e l t e r s e r v i c e / m a i n t e n a n c e p r o g r a m .
" C o n v e r t e d 9 5 % o f a l l D e p a r t m e n t a l r e c o r d s t o a d i g i t a l f o r m a t .
" C o m p l e t e d t h e B e a c h J o g g i n g P a t h / L i g h t B o l l a r d s R e n o v a t i o n P r o j e c t .
" I n i t i a t e d a n e w L E D e n e r g y - s a v i n g s p r o g r a m a t V i l l a g e F a c i l i t i e s .
" C o m p l e t e d $ 3 3 9 , 0 0 0 w o r t h o f e m e r g e n c y a n d s c h e d u l e d r e p a i r s t o t h e V i l l a g e U t i l i t y
S y s t e m .
" P r o v i d e d d a i l y B a l H a r b o u r S h u t t l e t r a n s p o r t a t i o n s e r v i c e s t o o v e r 2 3 , 0 0 0 p a s s e n g e r s
" H o s t e d a n a v e r a g e o f 7 2 d a i l y P a r k u s e r s w i t h i n B a l H a r b o u r P a r k .
F i n a n c e
" I n i t i a t e d a p r a c t i c e o f b o o k i n g a n d f o l l o w i n g u p o n r e c e i v a b l e s V i l l a g e - w i d e , r e s u l t i n g i n
t h e c o l l e c t i o n o f p a s t d u e r e v e n u e i n e x c e s s o f h a l f a m i l l i o n d o l l a r s .
" I m p l e m e n t e d p r o c e s s i m p r o v e m e n t s r e q u i r i n g r e v i e w a n d s i g n - o f f o n a l l i n v o i c e s , w i r e s ,
a n d b a n k r e c o n c i l i a t i o n s b y F i n a n c e D i r e c t o r p r i o r t o p r i n t i n g , e x e c u t i o n , o r c o m p l e t i o n .
" A n a l y z e d V i l l a g e r e v e n u e a n d e x p e n d i t u r e s r e s u l t i n g t h e p r o d u c t i o n o f a F Y 2 0 1 4 / 1 5
B u d g e t w h i c h e l i m i n a t e s t h e G e n e r a l F u n d s u b s i d y t o t h e U t i l i t y , c o n s o l i d a t e s f a c i l i t i e s ,
t r a n s p o r t a t i o n , p u b l i c w o r k s , p a r k s a n d t h e U t i l i t y i n t o t h e P a r k s a n d O p e n s S p a c e s
D e p a r t m e n t , c o n s o l i d a t e d I n f o r m a t i o n T e c h n o l o g y a n d L e g a l S e r v i c e s i n t o d i s c r e t e
a c t i v i t i e s f o r i m p r o v e d m o n i t o r i n g a n d m a n a g e m e n t ; t o o k a d v a n t a g e o f t h e o p p o r t u n i t y
to decrease pressure on Ad Valorem revenue by increasing Local Business Tax rates
and Utility rates creating a more sustainable revenue landscape for the future.
• Analyzed Village Fees and prepared a comprehensive Fee Schedule for the Village
adopted with the FY 2014/15 Budget.
• Resolved Utility billing adjustments initiated in FY 2012/13.
• Initiated discussions with Miami -Dade County's Office of Management and Budget to
secure $6.5 million in GOB funding for the Village's water and wastewater utility project
through their legislative process.
• Drafted the response to the State for the $600,000 Allocation for the Village's water and
wastewater utility project; State Allocation contract approved at October Council
meeting.
• Worked cooperatively with the Department of Justice to bring Federal Forfeiture
financial reporting up to date for FY 2011/12 and FY 2012/13.
• Commenced the FY 2013/14 internal audit in October, with onsite review through the
first week of November, putting the Village on track for timely issuance of FY 2013/14
financials.
• Produced legislation formalizing the process for the creation of Village Bank Accounts,
clarifying the signors and administrator for Village Bank Accounts to improve financial
controls for the Village.
• Working with Surfside, Sunny Isles, Bay Harbour, Miami -Dade Transit and the Office of
Citizens Transportation Trust to develop complimentary transit circulator routes which
will reduce headways and increase the areas served in a more efficient and effective
manner for area residents and visitors.
Tourism
• Generated $8,126,603 in Public Relations value and $2,708,867 in advertising value in
the media through our Public Relations offices.
• Conducted 1,044 Bal Harbour sales calls globally
• Complete 65 "familiarization" (FAM) visits to Bal Harbour.
• Created a new Bal Harbour event during the International Luxury Travel Market (ILTM )
tradeshow which generated an opportunity for the Village's partners to meet and re-
connect with the most important potential and existing clients.
• Bal Harbour Russia and Ukraine Blitz- Bal Harbour hosted several client events
targeting travel trade, conducted one-on-one media appointments, and participated in
sales calls to agencies. The efforts resulted in an increase in Russian business for
2014.
• Buenos Aires Blitz- Bal Harbour hosted a major client event targeting travel trade,
media, and end consumers. Additionally, conducted one-on-one media appointments
and sales calls to agencies, efforts resulted in maintaining business levels from
Argentina in an economically challenging year.
• Generated significant media coverage, specifically in the real estate space by
organizing a visit for St. Regis Bal Harbour General Manager in Buenos Aires including
media appointments and small client event. Partnered with American Airlines to
announce new daily direct flights from Southern Brazilto, an important market, to Miami
through a Sales Blitz which consisted of educational seminars for travel trade and
media in these new markets: Curitiba, Porto Alegre, and Belo Horizonte.
• Participated in Virtuoso Regional events: Midwest and Westcoast regions and held
educational seminar in both regions for Bal Harbour with approximately 100 agents in
attendance at each event.
• Participated in Travelweek Brazil with Greater Miami Convention and Visitor
.Bureau (GMCVB) and conducted successful media visits.
• Montreal Media Blitz, one-on-one meetings with key editors in Montreal. The effort
resulted in subsequent journalist visits and significant press clippings for the
destination.
• Negotiated a significant upgrade in Departures magazine for March/April issue allowing
the Village to purchased one page for $61,490 and received a 4 page advertorial
valued at $245,960.
• Negotiated Consumer Revenue report through American Express Partnership. The
profile will breakdown analytics and demographic information of all clients that spend in
the 33154 area code as well as where our clients are spending, traveling, and
consuming elsewhere.
• Conducted our first RFP process to engage a new advertising firm.
• Expanded Unscripted Art Program:
o Developed and conducted Access Tours throughout South Florida.
o Expanded the Museum Access Program to include other major cultural institutions.
o Continued the Bal Harbour Art Chat series, creating a dialogue in Bal Harbour, with
some of the most prolific names in the contemporary art world.
International City / County Management Association
Village Manager Performance Evaluation Guideline
This form may be used by each Member of the Village Council to evaluate the
Village Manager's performance in fulfilling each of the roles he plays in the
Village's government. The Village Manager is graded 1-4, with the following
scale:
1 —poor
2 — fair
3 — good
4 — excellent
Each member of the Council should complete the form and share/discuss it with
the Village Manager. The Village Manager will compile the results and tally the
scores.
1. Personal
Invests sufficient efforts towards being diligent and thorough in the
discharge of duties.
Composure, appearance, and attitude fitting for an individual in his
executive position.
2. Professional Skills and Status
Knowledge of current developments affecting the management
field.
Respected in management profession.
Has a capacity for innovation.
Anticipates problems and develops effective approaches for solving
them.
Willing to try new ideas proposed by Council members or staff.
3. Relations with Council
Carries out directives of the Council as a whole rather than those of
any one Council member.
Pages of F\PD ADM UDOLORESNM EvaINM Performance Evaluation Guide 2014do,
Assists the Council in resolving problems at the administrative level
to avoid unnecessary Council action.
Assists the Council in establishing policy while acknowledging the
ultimate authority of the Council.
Responds to requests for information or assistance by the Council.
4. Policy Execution
Implements Council action in accordance with the intent of the
Council.
Supports the actions of the Village Council after a decision has
been reached.
Enforces Village policies.
Understands Village's laws and ordinances.
Offers workable alternatives to the Council for changes in the law
when an ordinance or policy proves impractical in actual
administration.
5. Reporting
Provides the Council with reports concerning matters of importance
to the Village.
Reports are accurate and comprehensive.
Prepares a sound agenda which prevents trivial, administrative
matters from being reviewed by the Council.
6. Citizen Relations
Handles complaints/inquiries from citizens appropriately.
Dedicated to the community and to its citizens.
Skillful with the news media - avoiding political positions and
partisanship.
Has the capacity to listen to others and to recognize their interest —
work well with others.
Page 2 of 4 F \PD ADMINTOLORESNM EvaINM Performance Evaluation Guide 2014.aoc
Cooperates with neighboring communities.
Cooperates with the county, state and federal governments.
7. Staffing
Recruits and retains competent personnel for Village positions.
Works to improve performance of staff.
Committed to ensuring diversity in the workforce.
Accurately informed and concerned about employee insurance,
fringe benefits, promotions, and pensions.
8. Supervision
Encourages department heads to make decisions within their own
jurisdictions without Village Manager approval, yet maintains
general control of administrative operations.
Instills confidence and initiative in subordinates and emphasizes
support rather than restrictive controls for their programs.
Has developed a friendly and informal relationship with the work
force as a whole, yet maintains the prestige and dignity of the
manager office.
9. Fiscal Management
Prepares a balanced budget to provide services at a level intended
by the Council.
Makes the best possible use of available funds, conscious of the
need to operate the Village efficiently and effectively.
Prepared budget is in an intelligible format.
Page 3 of 4 F V'D ADMIMDOLORESMM EvaIMM Performance Evaluation Guide 20A dor
10. What have been the major accomplishments of the Village Manager this
past year?
11. What areas of the Village Manager's performance need the most
improvement? Why? What constructive, positive ideas can you offer the
Village Manager to improve in these areas?
Signature
Date
Page 4 of 4 F \PD ADMIMDOLORESNM Eval\VM Penformanoe Evaluation Guide 2014 doa