INSTRUCTIONS FOR COMPLETING EMPLOYEE PERFORMANCE EVALUATION FORMS - PDF by wyf14327

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									                                                                                          EXHIBIT B



                      INSTRUCTIONS FOR COMPLETING EMPLOYEE
                          PERFORMANCE EVALUATION FORMS


Before completing the attached evaluation form, re-read the District's policy and procedure
statement governing employee performance evaluations. Then, for each performance dimension
listed, evaluate the employee's performance by placing a check mark next to the appropriate rating
box. The statements below the boxes are designed to give you examples of what the employee's
behavior might "look like" when associated with the accompanying rating. These statements are
neither all inclusive nor intended to exclude other forms of behavior which might justify such a
rating. An employee does not need to demonstrate all of the behaviors to "fit" that category. The
statements are merely examples to help guide the evaluator. If a particular dimension does not
apply to this employee, check the box "N/A" for "not applicable", if such a box has been provided,
or state the reasons the employee was not evaluated on this dimension in the comments section
following. After rating the employee on each of the applicable dimensions listed, write any
comments or suggestions for improvement in the space provided for such. After rating the employee
in each performance dimension, assign him/her an "overall" rating which should be a composite of
the individual ratings. Lastly, fill in the sections entitled "career goals and objectives" and "summary
comments of rater".


                           DEFINITION OF RATING CATEGORIES

To help guide you on use of the five rating categories for each performance dimension, use the
following "working" definitions to help you:

SATISFACTORY means the employee's overall performance in this category is "acceptable" and
generally consistent with what is expected of other incumbents in the class.

ABOVE AVERAGE means the employee's overall performance in this category is "good" and
generally above the level of what is expected and demonstrated by many other incumbents in the
class.

OUTSTANDING means the employee's overall performance in this category is "excellent" and
noticeably exceeds the level of what is expected and demonstrated by most other incumbents in the
class. This rating does not mean the employee is "perfect."

NEEDS IMPROVEMENT means the employee's overall performance in this category is "marginal"
and generally below the level of what is expected and demonstrated by other incumbents in the
class.

BELOW STANDARD means the employee's overall performance in this category is
"unsatisfactory" and, although not stated explicitly on the evaluation form itself, the District's
expectation for employees given an OVERALL rating of below standard is that their performance be
brought up to standard over a period of time, or disciplinary action may need to be considered.
EXHIBIT B
                                                                                   EXHIBIT C
                         CONTRA COSTA WATER DISTRICT
                        PERFORMANCE IMPROVEMENT PLAN

                                              Employee ________________________________
                                              Classification _____________________________


INSTRUCTIONS TO SUPERVISOR: Complete this form when an employee receives a less
than satisfactory overall evaluation or as otherwise provided by any current MOU. Attach
additional sheets if necessary.

1. EXPECTATIONS: For the performance deficiency in question, state your expectation or
   standard that would indicate satisfactory performance, when and how this was communicated
   to the employee.
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________

2. DEFICIENCIES: State, in specific terms, how the employee's work performance is
   deficient; that is, how it fails to meet the standards and expectations described above. Also,
   indicate how you know this.
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________

3. CORRECTIVE ACTION: State in specific, observable, and measurable terms what the
   employee must do to bring his/her performance up to the required standard and overcome the
   deficiencies described above. Also, state the date by which he/she is expected to accomplish
   this correction. If another meeting has been scheduled to review progress, write the date of
   that meeting below.
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
PIP Form                                                                                  Page 2


4. ASSISTANCE: Indicate what help you, or others, will provide to the employee to assist in
   improving performance. This could include more training, closer supervision, more frequent
   meetings, and related offers of assistance.
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________
   ___________________________________________________________________________

5. SIGNATURES



     Immediate Supervisor              Date     Employee*                          Date



     Department Head                   Date     Human Resources                    Date
                                                Manager


   * Note to Employee: Your signature does not necessarily mean you agree with the above,
   only that you have seen it and it has been discussed with you. You are subject to the
   conditions described herein, whether or not you sign the document.
                                                                                      EXHIBIT D




                         CONTRA COSTA WATER DISTRICT
                   Secretarial Employee Performance Evaluation Form

Name:                                             Department:
Classification Title:
Period Covered:       From                  To
Type of Review: ❏ 3 month probationary ❏ 6 month probationary ❏ Annual


SUPERVISORS: Read the instruction sheet accompanying this form before attempting to
complete this evaluation of the employee.

   BELOW              NEEDS                                     ABOVE
 STANDARD          IMPROVEMENT SATISFACTORY                    AVERAGE OUTSTANDING

1.   Telephone Skills: Consider ability to effectively receive, screen and direct callers and
     perform departmental receptionist function.


 Rude and abrupt     Sometimes loses     Able to handle       Good telephone      Very effective
 with callers;       calls or gets       most calls           manner; goes out    style; very
 frequently          message wrong;      effectively;         of way to try to    efficient and
 disconnects         has difficulty if   acceptable in        help caller;        courteous;
 people; creates     interrupted;        receptionist         courteous and       consistently gets
 poor image.         transfers callers   function; does       tactful; creates    info correct the
                     before              not often confuse    good image for      first time; refers
                     determining         messages.            office.             routine matters
                     problem.                                                     with ease.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________

2.   Handling Correspondence/Records Management: Consider ability to receive, sort and
     route incoming mail; and compose and proofread outgoing correspondence with correct
     English usage; and maintain administrative files consistent with the Uniform Filing Code.


 Routinely loses     Somewhat            Generally able to    Has organized       Extremely
 or misfiles         disorganized;       keep track of        way of dealing      efficient; can
 documents; has      misfiles things;    correspon-           with high volume    locate most
Secretarial Employee Evaluation Form                                                    Page 2
 very poor          cannot be relied    dence efficiently;   of correspon-      documents readily;
 grammar,           upon to compose     composes routine     dence; able to     handles many non-
 spelling,          correspondence      letters and          locate             routine items
 punctuation and    by self; English    memos; uses          files/respond to   without direction;
 sentence usage.    usage is erratic.   acceptable           many inquiries     very good
                                        grammar and          alone; uses        command of
                                        spelling.            correct English.   English language.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Secretarial Employee Evaluation Form                                                           Page 3
   BELOW                NEEDS                                      ABOVE
 STANDARD            IMPROVEMENT SATISFACTORY                     AVERAGE OUTSTANDING


3.   Calendaring Functions: Consider ability to schedule meetings and appointments, make
     conference or travel arrangements, and generally assist manager with time management.


 Unreliable;          Does routine         Generally able to    Able to handle        Extremely
 cannot deal with     scheduling but       handle               multiple              efficient; keeps
 detail; confuses     has difficulty       scheduling           priorities at once;   manager on time
 issues; misses       with non-            requirements;        adapts to changes     and schedule;
 deadlines and is     standard issues;     deals with details   of plans; flexible    deals with many
 inaccurate.          must have            within               and adaptable in      non-routine
                      procedures           parameters           approach.             issues very
                      explained            defined; knows                             independently.
                      repeatedly.          when to ask.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


4.   Work Organization: Consider ability to plan and organize work and meet deadlines.


 Does not follow      Does routine         Works in orderly     Plans work well;      Highly organized
 routine methods;     tasks but does       way and uses         always handles        person;
 very                 not plan non-        time effectively.    jobs                  prioritizes large
 disorganized;        routine work                              systematically;       volume of work;
 often misses         efficiently.                              meets most            meets most
 deadlines.                                                     deadlines.            deadlines
                                                                                      smoothly.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


5.   Typing and Dictation Proficiency: Consider speed, accuracy and extent of word
     processing capability, and ability to take and transcribe dictation (if required) by manager.


 Slow typist;         Speed has            Speed and            Good typist;          Excellent typist;
 makes excessive      slipped below        accuracy meet        speed and             noticeably
 number of errors;    standards for the    standards for the    accuracy exceeds      superior to most
 not PC literate;     class; accuracy      class; familiar      standards;            others; word
 unable to take       could be better;     with basic word      proficient with       processing skills
 dictation.           dictation skills     processing; can      PC equipment;         far exceed others;
Secretarial Employee Evaluation Form                                                Page 4
                    are marginal.      transcribe       able to take and   very proficient at
                                       dictation from   transcribe         dictation.
                                       machine.         dictation.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Secretarial Employee Evaluation Form                                                          Page 5
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


6.   Use of Office Equipment: Consider familiarity with personal computers, photocopiers,
     FAX machines, cellular phones, 10-key adding machines, pagers, 2-way radios and the
     like.


 Is confused by        Can do routine       Can operate most    Above average        Extremely well
 office equipment;     tasks but            equipment with      ability;             qualified; can use
 always needs          frequently has       sufficient degree   comfortable          to perform the
 help to operate.      difficulty with      of efficiency and   using most office    more complex
                       non-standard         speed.              equipment.           and non-standard
                       tasks.                                                        tasks.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


7.   Confidentiality: Consider ability to maintain confidentiality of information and use of
     discretion on what is disclosed to others.


 Cannot be             Occasionally         Generally           Very reliable;       Absolutely above
 trusted; unable to    slips up and         acceptable;         can be counted       reproach; is
 maintain              discloses            knows who is        on to protect        never the source
 confidentiality;      confidential         entitled to know    confidential info;   of leaks;
 starts or adds to     information;         what; checks        uses good            scrupulously
 rumors.               doesn't think        with manager to     discretion when      protects
                       before               be sure what can    communicating.       confidential info
                       responding;          be disclosed.                            from others
                       needs more                                                    where
                       caution.                                                      appropriate.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


8.   Communications Ability: Consider oral communications and, if required, writing ability.


 Has significant       Sometimes            Able to make self   A good listener;     Is clear, concise
 difficulty            makes                understood; does    asks good            and persuasive;
 understanding         assumptions          not interrupt       questions; very      simplifies
 others; confuses      without the facts;   others; reports     effective at         complex issues;
 people; is sloppy     may be unclear at    are generally       conveying ideas;     very effective
Secretarial Employee Evaluation Form                                             Page 6
 and inconsis-tent   times; contradicts   clear and   very accurate and   communi-cator;
 in written          self.                concise.    timely reports.     well prepared
 records.                                                                 presentations.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Secretarial Employee Evaluation Form                                                          Page 7
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING

9.    Interpersonal Skills: Consider ability to work inclusively with co-workers, supervisors,
      customers and the public.


 Uncooperative;        Cannot get along     Usually             Is effective team    Demonstrates
 frequent conflicts    with some            cooperative;        member; gets         genuine concern
 with others;          people;              works               along well with      for problems and
 subject of many       occasionally rude    harmoniously        people; always       actively pursues
 complaints.           or abrupt with       with others.        polite and           input from
                       people.                                  cordial;             others; actively
                                                                volunteers to        encourages good
                                                                help others.         public relations;
                                                                Seeks out others     has received
                                                                for input.           compliments.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________

10.   Work Habits/Safety: Consider whether follows work rules, adherence to politics and
      procedures, and safety awareness.


 Frequently fails      Sometimes            Follows             Consistently         Is exemplary role
 to carry out          doesn't clarify      instructions and    follows work         model for others;
 assigned work;        assignments;         performs work as    rules and            very reliable on
 wastes an             doesn't keep         assigned; keeps     procedures;          follow through;
 inordinate            supervisor           supervisor          makes                always gets the
 amount of time;       informed; safety     informed of         constructive         job done;
 has many              is not a priority.   progress; does      suggestions to       actively
 careless injuries.                         jobs in safe way.   improve; takes       promotes safety.
                                                                no chances with
                                                                safety of others.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


11.   Attendance: Consider absenteeism, tardiness, use of sick leave and adherence to call-in
      requirements. Sick leave usage during the evaluation period was ______ hours.


 Excessively           Absent more than     Acceptable          Very reliable        Exceptional
 absent; abuses        most; late to        attendance          attendance;          record; rarely
 sick leave;           work; higher than    record; uses an     almost never late;   absent; has
Secretarial Employee Evaluation Form                                                  Page 8
 almost never       average use of     average amount     uses less sick      seldom been late;
 calls in as        sick leave;        of sick leave;     leave than the      has high sick
 required.          sometimes does     calls in when      average; always     leave balance on
                    not call in on     unable to report   calls in on time.   books.
                    time.              to work.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Secretarial Employee Evaluation Form                                                      Page 9

   BELOW               NEEDS                                   ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                  AVERAGE OUTSTANDING

12.   Work Direction of Others: Consider ability to plan, assign, and review the work of
      others.


 Fails to develop    Does not give        Provides           Plans and           Fosters effective   N/A
 teamwork; very      clear directions;    adequate           organizes work      teamwork; a
 autocratic.         avoids tough         direction and      well; respected     leader not a
                     leadership issues;   review of work;    by staff as         follower; studies
                     unit                 performs           effective leader;   and keeps up on
                     characterized by     required           unit has high       professional
                     poor execution of    leadership tasks   productivity and    issues. Actively
                     work.                when necessary.    quality of work.    promotes
                                          Understands use    Effectively uses    inclusive
                                          of inclusive       inclusive           problem –
                                          problem-solving.   problem-solving.    solving.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


OVERALL RATING:


   BELOW               NEEDS                                   ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                  AVERAGE OUTSTANDING

CAREER GOALS AND OBJECTIVES: Use the space provided below to record the
employee's career advancement goals or objectives, training opportunities desired or being
pursued and note any specific actions the employee will take to achieve these or what
assistance/encouragement the supervisor can provide.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

SUMMARY COMMENTS OF RATER:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Secretarial Employee Evaluation Form                        Page 10



Date:                                  Rater's Signature:
Secretarial Employee Evaluation Form                                                     Page 11
COMMENTS OF EMPLOYEE:

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________


Date:                                  Employee’s Signature:

*The employee's signature means only that the performance evaluation was reviewed with
him/her. It does not necessarily mean that he/she agrees with the evaluation. The employee may
attach additional written comments if he/she wishes.


OTHER REVIEWERS:

Department Head:                Signature:                              Date:


Human Resources Supervisor:     Signature:                              Date:
                                                                                    EXHIBIT E




                         CONTRA COSTA WATER DISTRICT
                    Clerical Employee Performance Evaluation Form


Name:                                             Department:
Classification Title:
Period Covered:       From                  To
Type of Review: ❏ 3 month probationary ❏ 6 month probationary ❏ Annual


SUPERVISORS: Read the instruction sheet accompanying this form before attempting to
complete this evaluation of the employee.

   BELOW               NEEDS                                  ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                 AVERAGE OUTSTANDING


1.   Office Methods and Procedures: Consider ability to understand and apply policies and
     procedures.


 Exhibits            Some               Understands and     Knows and uses     Comprehends
 consistent          deficiencies in    applies             inter-related      complex or
 difficulties;       learning or        procedures up to    processes          highly technical
 seldom does         following rules;   the standard        including          material and
 things the same     makes numerous     expected.           standard           makes almost no
 way twice in a      errors.                                technical          errors.
 row.                                                       material.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


2.   Work Organization: Consider ability to plan and organize work and meet deadlines.


 Does not follow     Does routine       Works in orderly    Plans work well;   Highly organized
 routine methods;    tasks but does     way and uses        always handles     person;
 very                not plan non-      time effectively.   jobs               prioritizes large
 disorganized;       routine work                           systematically;    volume of work;
Clerical Employee Performance Evaluation Form                                   Page 2
 often misses       efficiently.                      meets most         meets most
 deadlines.                                           deadlines.         deadlines
                                                                         smoothly.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Clerical Employee Performance Evaluation Form                                              Page 3

   BELOW                NEEDS                                   ABOVE
 STANDARD            IMPROVEMENT SATISFACTORY                  AVERAGE OUTSTANDING



3.   English Language Usage: Consider knowledge of grammar, spelling, punctuation,
     sentence construction and the like.


 Frequent             Adequate with       Demonstrates        Good command        Extremely well
 grammar and          respect to          adequate            of this area;       developed skills;
 spelling errors;     common              knowledge of        understands         seldom ever
 serious skill        language usage;     English language    meaning of and      makes grammar,
 deficiencies.        has difficulty      for every day       spelling of         spelling or
                      with technical or   usage.              common              punctuation
                      non-standard                            technical           errors.
                      words.                                  terminology.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


4.   Typing Proficiency: Consider speed, accuracy and extent of word processing capability.


 Slow typist;         Speed has           Speed and           Good typist;        Excellent typist;    N/A
 makes excessive      slipped below       accuracy meet       speed and           noticeably
 number of errors;    standards for the   standards for the   accuracy exceeds    superior to most
 not PC literate.     class; accuracy     class; familiar     standards;          others; word
                      could be better.    with basic word     proficient with     processing skills
                                          processing.         PC equipment.       far exceed most.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


5.   Use of Office Equipment: Consider familiarity with personal computers, photocopiers,
     FAX machines, cellular phones, 10-key adding machines, pagers, 2-way radios and the
     like.


 Is confused by       Can do routine      Can operate most    Above average       Extremely well
 office equipment;    tasks but           equipment with      ability;            qualified; can use
 always needs         frequently has      sufficient degree   comfortable         to perform the
 help to operate.     difficulty with     of efficiency and   using most office   more complex
                      non-standard        speed.              equipment.          and non-standard
Clerical Employee Performance Evaluation Form                                    Page 4
                    tasks.                                              tasks.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Clerical Employee Performance Evaluation Form                                                Page 5

   BELOW                 NEEDS                                   ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                  AVERAGE OUTSTANDING



6.   Facility with Numbers: Consider ability to make basic math calculations and familiarity
     with accounting concepts.


 Not numbers           Can do basic        Performs            Good numerical       Excellent with
 oriented; is very     calculations but    calculations with   skills; likes math   numbers; always
 slow and makes        speed and           acceptable level    and can do with      fast and accurate;
 multiple errors.      accuracy is         of speed and        ease; above          can work with
                       lacking;            accuracy; has       average              complicated
                       accounting          working             understanding of     accounting
                       knowledge is        knowledge of        accounting.          problems.
                       marginal.           accounting.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


7.   Communications Ability: Consider oral communications and, if required, writing ability.


 Has significant    Sometimes           Able to make self A good listener;  Is clear, concise
 difficulty         makes               understood; does  asks good         and persuasive;
 understanding      assumptions         not interrupt     questions; very   simplifies
 others; confuses   without the facts; others; reports    effective at      complex issues;
 people; is sloppy  may be unclear at are generally       conveying ideas;  very effective
 and inconsistent   times; contradicts clear and          very accurate and communicator;
 in written         self.               concise.          timely reports.   well prepared
 records.                                                                   presentations.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


8.   Interpersonal Skills: Consider ability to work inclusively with co-workers, supervisors,
     customers and the public.


 Uncooperative,        Cannot get along    Usually             Is effective team    Demonstrates
 frequent conflicts    with some           cooperative;        member; gets         genuine concern
 with others;          people;             works               along well with      for problems and
 subject to many       occasionally rude   harmoniously        people; always       actively pursues
 complaints.           or abrupt with      with others.        polite and           input from
Clerical Employee Performance Evaluation Form                                      Page 6
                    people.                              cordial;         others; actively
                                                         volunteers to    encourages good
                                                         help others.     public relations;
                                                         Seeks out others has received
                                                         for input.       compliments.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Clerical Employee Performance Evaluation Form                                                Page 7
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


9.    Work Habits/Safety: Consider whether follows work rules, adherence to policies and
      procedures, and safety awareness.


 Frequently fails      Sometimes            Follows      Consistently      Is exemplary role
 to carry out          doesn't clarify                   follows work
                                            instructions and               model for others;
 assigned work;        assignments;                      rules and
                                            performs work as               very reliable on
 wastes an             doesn't keep                      procedures;
                                            assigned; keeps                follow through;
 inordinate            supervisor           supervisor   makes             always gets the
 amount of time;       informed; safety     informed of  constructive      job done;
 has many              is not a priority.                suggestions to
                                            progress; does                 actively
 careless injuries.                                      improve; takes
                                            jobs in safe way.              promotes safety.
                                                         no chances with
                                                         safety of others.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


10.   Attendance: Consider absenteeism, tardiness, use of sick leave and adherence to call-in
      requirements. Sick leave usage during the evaluation period was ______ hours.


 Excessively        Absent more than Acceptable          Very reliable      Exceptional
 absent; abuses     most; late to       attendance       attendance;        record; rarely
 sick leave;        work; higher than record; uses an    almost never late; absent; has
 almost never       average use of      average amount   uses less sick     seldom been late;
 calls in as        sick leave;         of sick leave;   leave than the     has high sick
 required.          sometimes does      calls in when    average; always    leave balance on
                    not call in on      unable to report calls in on time.  books.
                    time.               to work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


11.   Work Direction of Others: Consider ability to plan, assign, and review the work of
      others.


 Fails to develop      Does not give        Provides            Plans and           Fosters effective   N/A
 team-work; very       clear directions;    adequate            organizes work      teamwork; a
 autocratic.           avoids tough         direction and       well; respected     leader not a
                       leadership issues;   review of work;     by staff as         follower; studies
                       unit                 performs            effective leader;   and keeps up on
Clerical Employee Performance Evaluation Form                                   Page 8
                    characterized by    required         unit has high    supervisory
                    poor execution of leadership tasks   productivity and issues.
                    work.               when necessary.  quality of work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Clerical Employee Performance Evaluation Form                                     Page 9

OVERALL RATING:


   BELOW             NEEDS                                 ABOVE
 STANDARD         IMPROVEMENT SATISFACTORY                AVERAGE OUTSTANDING


CAREER GOALS AND OBJECTIVES: Use the space provided below to record the
employee's career advancement goals or objectives, training opportunities desired or being
pursued and note any specific actions the employee will take to achieve these or what
assistance/encouragement the supervisor can provide.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________




SUMMARY COMMENTS OF RATER:

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________



Date:                                Rater's Signature:
Clerical Employee Performance Evaluation Form                                            Page 10

COMMENTS OF EMPLOYEE:

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________




Date:                                  Employee’s Signature:

*The employee's signature means only that the performance evaluation was reviewed with
him/her. It does not necessarily mean that he/she agrees with the evaluation. The employee may
attach additional written comments if he/she wishes.


OTHER REVIEWERS:

Department Head:                Signature:                              Date:


Human Resources Supervisor:     Signature:                              Date:
                                                                                     EXHIBIT F




                        CONTRA COSTA WATER DISTRICT
           Operations & Maintenance Employee Performance Evaluation Form


Name:                                             Department:
Classification Title:
Period Covered:       From                  To
Type of Review: ❏ 3 month probationary ❏ 6 month probationary ❏ Annual


SUPERVISORS: Read the instruction sheet accompanying this form before attempting to
complete this evaluation of the employee.

   BELOW               NEEDS                                    ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


1.   Water Operations Principles: Consider knowledge of water treatment and distribution
     system operations, including pipeline installation and inspection.


 Demonstrates        Functions at       Has working       Viewed as        Skills approach
 lack of basic       marginal level;    understanding of  knowledgeable    level of an
 knowledge;          doesn't always     water system      by peers; solid  expert; very
 severe technical    understand how     operations;       technical        knowledgeable
 deficiencies.       aspects of system  sufficient        understanding of about system
                     interrelate.       technical ability system           operations;
                                        for the work; has operations       always sees the
                                        stayed            matters.         big picture.
                                        reasonably
                                        current.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________

2.   Maintenance Practices: Consider knowledge of mechanical, electrical, and facilities
     maintenance methods, materials and equipment used in the construction trades industry.


 Cannot perform      Can do routine      Demonstrates         Functions at the   Extremely skilled
 basic               work but has        adequate level of    journey level;     in the area of
 maintenance         difficulty with     skill; comfortable   solid technical    maintenance
O&M Employee Performance Evaluation Form                                          Page 2
 tasks; lacks skill    non-standard        in area of        grounding;  work; able to
 or ability for this   problems;           specialization;               independently
                                                             performs with
 type of work.         requires frequent   reasonable        precision & troubleshoot and
                       instruction.        technical         speed.      repair unusual
                                           knowledge.                    problems with
                                                                         ease.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
O&M Employee Performance Evaluation Form                                                       Page 3
   BELOW                 NEEDS                                     ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                    AVERAGE OUTSTANDING


3.   Skill with Tools and Equipment: Consider skill level with hand and power tools and
     specialized field or shop tools and equipment, exclusive of vehicles.


 Lacks basic skills    Some                Can operate most      Performs             Extremely
 with tools of the     deficiencies        items efficiently     complex tasks        skillful; uses
 trade; not well       exist; has          and uses as           well; above          tools and
 coordinated.          difficulty with     appropriate; good     average ability;     equipment
                       some routine        manual dexterity.     can do some          expertly.
                       applications.                             advanced tasks.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


4.   Operation of Heavy Equipment: Consider ability to operate commercial vehicles
     requiring a class "A" or "B" driver's license.


 Unable to operate     Can operate         Able to operate       Good operator;       Very skilled and    N/A
 most field            some vehicles       most equipment        careful, efficient   efficient; can
 equipment;            but not all; has    skillfully; can use   and skilled; can     operate virtually
 unsafe and            difficulty on       for routine jobs      do many non-         all equipment
 unreliable on         occasion with       when necessary.       standard tasks,      needed.
 equipment alone.      specialized                               has taught others
                       equipment.                                to use equipment.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


5.   Physical Demands of Work: Consider ability to perform physically demanding work
     safely and efficiently.


 Not demonstrated      Is unable to do     Possesses             Above average        Extremely fit;
 abilities             some of the         requisite strength    abilities;           capable of
 necessary;            routine work;       and endurance         demonstrates         performing the
 inadequate            requires frequent   for most tasks; in    physical fitness;    most physically
 strength, agility     assistance with     good physical         more than            demanding tasks.
 or endurance.         physical aspects    condition for         enough physical
                       of work.            work demands.         ability for most
                                                                 tasks.
O&M Employee Performance Evaluation Form                                        Page 4


Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
O&M Employee Performance Evaluation Form                                                      Page 5
   BELOW                 NEEDS                                     ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                    AVERAGE OUTSTANDING


6.   Numerical Ability: Consider ability to use arithmetic and do mathematical calculations,
     as required by the work.

 Severe                Does basic           Performs at an       Works easily        Always fast and
 deficiencies in       calculations OK      acceptable level     with numbers;       accurate; does
 basic math skills;    but lacks speed      of                   good math skills;   complex
 very slow and         and accuracy;        speed/accuracy;      can do some         calculations with
 makes many            limited              working              advanced            ease; helps others
 errors.               knowledge of         understanding        calculations.       with
                       higher math.         and ability to use                       mathematics.
                                            math required for
                                            the job.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


7.   Communications Ability: Consider oral communications and, if required, writing ability.


 Has significant       Sometimes            Able to make self    A good listener;    Is clear, concise
 difficulty under-     makes                understood; does     asks good           and persuasive;
 standing others;      assumptions          not interrupt        questions; very     simplifies
 confuses people;      without the facts;   others; reports      effective at        complex issues;
 is sloppy and         may be unclear at    are generally        conveying ideas;    very effective
 inconsistent in       times; contradicts   clear and            very accurate and   communicator;
 written records.      self.                concise.             timely reports.     well prepared
                                                                                     presentations.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


8.   Interpersonal Skills: Consider ability to work inclusively with co-workers, supervisors,
     customers, and the public.


 Uncooperative;        Cannot get along     Usually              Is effective team   Demonstrates
 frequent conflicts    with some            cooperative;         member; gets        genuine concern
 with others;          people;              works                along well with     for problems and
 subject of many       occasionally rude    harmoniously         people; always      actively pursues
 complaints.           or abrupt with       with others.         polite and          input from
                       people.                                   cordial;            others; actively
O&M Employee Performance Evaluation Form                                          Page 6
                                                      volunteers to      encourages good
                                                      help others.       public relations;
                                                      Seeks out others   has received
                                                      for input.         compliments.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
O&M Employee Performance Evaluation Form                                                      Page 7
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


9.    Work Habits/Safety: Consider whether follows work rules, adherence to policies and
      procedures, and safety awareness.


 Frequently fails      Sometimes            Follows             Consistently         Is exemplary role
 to carry out          doesn't clarify      instructions and    follows work         model for others;
 assigned work;        assignments;         performs work as    rules and            very reliable on
 wastes an             doesn't keep         assigned; keeps     procedures;          follow through;
 inordinate            supervisor           supervisor          makes                always gets the
 amount of time;       informed; safety     informed of         constructive         job done;
 has many              is not a priority.   progress; does      suggestions to       actively
 careless injuries.                         jobs in safe way.   improve; takes       promotes safety.
                                                                no chances with
                                                                safety of others.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


10.   Attendance: Consider absenteeism, tardiness, use of sick leave and adherence to call-in
      requirements. Sick leave usage during the evaluation period was ______ hours.


 Excessively           Absent more than     Acceptable          Very reliable        Exceptional
 absent; abuses        most; late to        attendance          attendance;          record; rarely
 sick leave;           work; higher than    record; uses an     almost never late;   absent; has
 almost never          average use of       average amount      uses less sick       seldom been late;
 calls in as           sick leave;          of sick leave;      leave than the       has high sick
 required.             sometimes does       calls in when       average; always      leave balance on
                       not call in on       unable to report    calls in on time.    books.
                       time.                to work.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


11.   Work Direction of Others: Consider ability to plan, assign, and review the work of
      others.


 Fails to develop      Does not give        Provides            Plans and            Fosters effective   N/A
 teamwork; very        clear directions;    adequate            organizes work       teamwork; a
 autocratic.           avoids tough         direction and       well; respected      leader not a
O&M Employee Performance Evaluation Form                                            Page 8
                    leadership issues; review of work;   by staff as       follower; studies
                    unit                performs         effective leader; and keeps up on
                    characterized by    required         unit has high     supervisory
                    poor execution of leadership tasks   productivity and  issues.
                    work.               when necessary.  quality of work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
O&M Employee Performance Evaluation Form                                                   Page 9
OVERALL RATING:


   BELOW               NEEDS                                    ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


CAREER GOALS AND OBJECTIVES: Use the space provided below to record the
employee's career advancement goals or objectives, training opportunities desired or being
pursued and note any specific actions the employee will take to achieve these or what
assistance/encouragement the supervisor can provide.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________


SUMMARY COMMENTS OF RATER:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

Date:                                  Rater's Signature:


COMMENTS OF EMPLOYEE:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________


Date:                                  Employee’s Signature:

*The employee's signature means only that the performance evaluation was reviewed with
him/her. It does not necessarily mean that he/she agrees with the evaluation. The employee may
attach additional written comments if he/she wishes.

OTHER REVIEWERS:

Department Head:                Signature:                              Date:


Human Resources Supervisor:     Signature:                              Date:
                                                                                      EXHIBIT G




                         CONTRA COSTA WATER DISTRICT
             Supervisory/Managerial Employee Performance Evaluation Form


Name:                                             Department:
Classification Title:
Period Covered:       From                  To
Type of Review: ❏ 3 month probationary ❏ 6 month probationary ❏ Annual


SUPERVISORS: Read the instruction sheet accompanying this form before attempting to
complete this evaluation of the employee.
   BELOW                  NEEDS                         ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY          AVERAGE OUTSTANDING

1.   Planning and Organizing: Consider ability to plan, schedule, and utilize resources
     effectively to achieve goals and objectives.

 Often fails to       Plans routine       Works in orderly   Manages timeSystematically
 meet deadlines;      tasks in marginal   way; usually                   handles any job
                                                             well; forestalls
 does not set goals   way; does not       estimates          most problems
                                                                         well; extremely
 or priorities.       anticipate many     resources          by planning well organized;
                      issues; crisis      needed; meets                  sets objectives,
                      oriented.           most deadlines.                prioritizes/
                                                                         achieves goals.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________

2.   Leadership Skills: Consider ability to define and communicate objectives, delegate and
     supervise work, and gain the cooperation of others in accomplishing work through the use
     of inclusive problem-solving methods.

 Actively             Does not give       Keeps boss         Gives              Consistently
 undermines           clear directions    informed,          employees          inspires loyalty and
 management           to staff, poor      enforces work      credit,            support; gets
 goals, creates       group               rules, delegates   generates          maximum
 defensive            performance and     well, fosters      enthusiasm,        productivity from
 attitudes, makes     morale.             teamwork by        clearly            others, promotes a
 poor decisions.                          using interest-    communicates       participative
                                          based or           expectations.      approach. Actively
                                          partnering         Seeks              and consistently
Supervisory/Managerial Employee Performance Evaluation Form                        Page 2
                                       technique.                       promotes use of
                                                         opportunities to
                                                         expand         inclusive problem-
                                                         inclusive      solving methods; is
                                                         problem-       viewed as an
                                                         solving.       example of “best
                                                                        practice”
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Supervisory/Managerial Employee Performance Evaluation Form                                   Page 3
   BELOW                NEEDS                                     ABOVE
 STANDARD            IMPROVEMENT SATISFACTORY                    AVERAGE OUTSTANDING


3.   Analytical and Problem Solving Ability: Consider ability to gather and analyze facts,
     sort out what is relevant, evaluate alternatives, and recommend reasonable solutions.


 Ignores problems     Jumps to            Gathers relevant      Astute at            Very analytical;
 or shifts to         conclusions         facts first; weighs   identifying          uses creativity
 others; does no      without facts;      alternatives          relevance; clearly   and imagination
 meaningful           makes only          identified; logical   defines problems     to solve many
 analysis, applies    noncontroversial    in thought            and alternatives;    problems;
 failed solutions.    decisions; sloppy   processes; uses       solutions well       recommendations
                      or incomplete       consistent            reasoned.            routinely
                      analysis.           approach.                                  accepted.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


4.   Meeting Deadlines: Consider ability to achieve outcomes on time and within budget, be
     flexible and adapt to change.


 No apparent          Needs to be         Completes most        Dependable and       Extremely
 concern for          reminded about      work on               reliable; able to    punctual, flexible
 timelines; seldom    completion dates;   schedule; informs     change priorities    and adaptable;
 prepared for         can only handle     supervisor when       when necessary;      uses originality
 meetings; late       one activity at a   more time is          meets schedules      and
 with reports.        time.               needed; prompt        regularly.           resourcefulness
                                          to meetings.                               to meet
                                                                                     deadlines.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


5.   Employee Relations: Consider knowledge of accepted personnel principles and ability to
     work through others to accomplish tasks.


 Disregards           Criticizes but      Treats employees      Provides regular     Maintains and
 feelings of          does not praise;    fairly and with       feedback;            enhances self
 others; is a         seldom listens to   respect; listens to   encourages           esteem; listens
 hindrance to         employee            valid concerns;       participation in     and responds
 group                concerns; harsh     gains credibility.    decisions;           with empathy;
Supervisory/Managerial Employee Performance Evaluation Form                      Page 4
 effectiveness;     and abrupt in                        promotes       asks for help in
 very               manner.                              teamwork.      solving
 authoritative.                                                         problems.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Supervisory/Managerial Employee Performance Evaluation Form                                   Page 5
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


6.   Training and Development:         Consider extent to which the supervisor/manager
     encourages career growth and development amongst subordinates.


 Inhibits staff        OJT done but is      Tries to develop    Provides             Training is a
 development;          not a priority;      employees where     challenging work     priority;
 makes no effort       only gives           possible;           to stimulate;        regularly
 to train              feedback during      provides            encourages           identifies needs
 employees.            annual               information on      employee             and seeks ways
                       evaluations.         training            development;         to develop
                                            available;          seeks out training   employees;
                                            coaches.            opportunities for    actively
                                                                them.                encourages
                                                                                     further education.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


7.   Professional / Technical Skills: Consider level of knowledge in field of specialty and the
     ability to apply that knowledge in the workplace.


 Severe technical      Marginal             Performs at         Peers view as        Recognized as
 deficiencies,         quantity and         adequate level,     very                 expert in field;
 judgment is           quality of work;     skills comparable   knowledgeable;       produces high
 suspect; routinely    no plan for          to expectations;    sound                quality work;
 makes serious         updating or          makes reasonable    technical/professi   takes initiative to
 errors.               improving out of     efforts to stay     onal grounding;      acquire
                       date skills.         current in field.   uses good            knowledge and
                                                                judgment.            stay current.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


8.   Oral Communications: Consider ability to communicate verbally.


 Has significant       Sometimes            Able to make self   A good listener;     Is clear, concise
 difficulty            makes                understood; does    asks good            and persuasive;
 understanding         assumptions          not interrupt       questions; very      simplifies
 others; confuses      without the facts;   others; oral        effective at         complex issues;
Supervisory/Managerial Employee Performance Evaluation Form                              Page 6
 people; is sloppy   may be unclear at    reports are        conveying ideas;    very effective
 and inconsistent    times; contradicts   generally clear.   very accurate and   communicator;
 in                  self.                                   timely              well prepared
 communications.                                             communication.      presentations.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Supervisory/Managerial Employee Performance Evaluation Form                                   Page 7
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


9.      Report Writing Ability: Consider ability to organize information and present it in writing
      in a clear, concise and understandable form.
                                                               
  Avoids written        Has difficulty      Reports are          Written work is     Noted for ability
  communication;        expressing ideas    under-standable      clear, concise      to write;
  reports are           clearly and         and factual;         and easy to         summarizes
  rambling and          concisely; must     knows when to        understand;         lengthy and
  obscure central       be prodded to       write things         expresses self      complex issues
  issue; poor           write things        down; uses           well in writing;    well; perceptive
  English usage         down; uses too      correct English      very organized      editor and
  and grammar.          much                grammar and          reports.            consulted by
                        bureaucratic and    spelling;                                others.
                        technical jargon.   reasonably well
                                            organized.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


10.   Interpersonal Skills: Consider ability to work inclusively with co-workers, supervisors,
      customers and the public.

 Uncooperative;        Cannot get along    Usually       Is effective team Demonstrates
 frequent conflicts    with some           cooperative;  member; gets      genuine concern
 with others;          people;             works         along well with   for problems and
 subject of many       occasionally rude   harmoniously  people; always    actively pursues
 complaints.           or abrupt with      with others.  polite and        input from
                       people.                           cordial;          others; actively
                                                         volunteers to     encourages good
                                                         help others.      public relations;
                                                         Seeks out others  has received
                                                         for input.        compliments.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


11.   Work Habits/Safety: Consider whether follows work rules, adherence to policies and
      procedures, and safety awareness.

 Frequently fails      Sometimes           Follows              Consistently         Is exemplary role
 to carry out          doesn't clarify     instructions and     follows work         model for others;
 assigned work;        assignments;        performs work as     rules and            very reliable on
 wastes an             doesn't keep        assigned; keeps      procedures;          follow through;
 inordinate            supervisor          supervisor           makes                always gets the
Supervisory/Managerial Employee Performance Evaluation Form                        Page 8
 amount of time;      informed; safety     informed of   constructive      job done;
 has many             is not a priority.   progress; doessuggestions to    actively
 careless injuries.                                      improve; takes
                                           jobs in safe way.               promotes safety.
                                                         no chances with
                                                         safety of others.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Supervisory/Managerial Employee Performance Evaluation Form                               Page 9
   BELOW               NEEDS                                    ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


12.   Attendance: Consider absenteeism, tardiness, use of sick leave and adherence to call-in
      requirements. Sick leave usage during the evaluation period was ______ hours.

 Excessively        Absent more than Acceptable          Very reliable      Exceptional
 absent; abuses     most; late to       attendance       attendance;        record; rarely
 sick leave;        work; higher than record; uses an    almost never late; absent; has
 almost never       average use of      average amount   uses less sick     seldom been late;
 calls in as        sick leave;         of sick leave;   leave than the     has high sick
 required.          sometimes does      calls in when    average; always    leave balance on
                    not call in on      unable to report calls in on time.  books.
                    time.               to work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


OVERALL RATING:

   BELOW               NEEDS                                    ABOVE
 STANDARD           IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


CAREER GOALS AND OBJECTIVES: Use the space provided below to record the
employee's career advancement goals or objectives, training opportunities desired or being
pursued and note any specific actions the employee will take to achieve these or what
assistance/encouragement the supervisor can provide.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________




SUMMARY COMMENTS OF RATER:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Supervisory/Managerial Employee Performance Evaluation Form   Page 10
Date:                               Rater's Signature:
Supervisory/Managerial Employee Performance Evaluation Form                              Page 11
COMMENTS OF EMPLOYEE:

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________


Date:                                  Employee’s Signature:

*The employee's signature means only that the performance evaluation was reviewed with
him/her. It does not necessarily mean that he/she agrees with the evaluation. The employee may
attach additional written comments if he/she wishes.


OTHER REVIEWERS:

Department Head:                Signature:                              Date:


Human Resources Supervisor:     Signature:                              Date:
                                                                                        EXHIBIT H




                         CONTRA COSTA WATER DISTRICT
             Engineering Technician Employee Performance Evaluation Form


Name:                                             Department:
Classification Title:
Period Covered:       From                  To
Type of Review: ❏ 3 month probationary ❏ 6 month probationary ❏ Annual


SUPERVISORS: Read the instruction sheet accompanying this form before attempting to
complete this evaluation of the employee.

   BELOW                NEEDS                                    ABOVE
 STANDARD            IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


1.   Office Engineering and Drafting: Consider knowledge of the principles and practices of
     technical engineering support and drafting work.


 Severe technical     Marginal quality     Performs at         Assists others in   Produces
 deficiencies;        of work; drafting    adequate level;     technical areas;    consistently high
 lacks basic          work is often        skills compar-      solid grounding;    quality work
 drafting ability;    sloppy or            able with co-       does good           product; skills
 has problems         inaccurate; skills   workers; makes      drafting work.      approach level of
 with basic tasks.    not current.         efforts to stay                         an expert;
                                           current.                                knowledge is
                                                                                   kept current.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


2.   Use of Tools, Instruments and, if applicable, CAD: Consider ability to use drafting tools,
     survey instruments, reproduction equipment, calculators, computers, and (if assigned) CAD.

 Unable to use        Has difficulty       Can operate most    Above average       Uses equipment
 some items at all    with routine         items efficiently   ability; can        expertly;
 and needs help       applications;        and uses as         perform complex     routinely uses
Engineering Technician Employee Performance Evaluation Form                              Page 2
 with others; not     some deficiencies   appropriate; has   tasks well; uses   advanced
 computer literate.   exist; can only     working            some advanced      computer
                      use CAD for         knowledge of       computer and       applications.
                      routine tasks.      CAD and applies    CAD
                                          it.                applications.
’
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Engineering Technician Employee Performance Evaluation Form                                      Page 3

   BELOW                   NEEDS                                    ABOVE
 STANDARD               IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


3.   Mathematical Ability: Consider ability to make engineering calculations using, if
     necessary, algebra, geometry and trigonometry.

 Very slow and           Can do basic        Performs at          Good                  Always fast and
 makes many              calculations but    acceptable level     mathematical          accurate; a very
 errors; severe          lacks speed and     of speed/            skills; likes         numbers oriented
 deficiencies in         accuracy; some      accuracy;            numbers and           person; does
 algebra and/or          lack of             working              works with            complex
 geometry.               knowledge of        understanding of     easily; well          calculations with
                         higher math.        engineering math     versed in             ease; helps others
                                             including            advanced              as needed.
                                             trigonometry.        calculations.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


4.   Manual Dexterity and Skill: Consider completeness, accuracy, neatness and speed in
     making engineering drawings.

 Drawings reflect        Work product        Renderings meet             Quality of output
                                                                  Drawings of high
 basic lack of           sometimes not       required                    has been subject
                                                                  quality; very
 manual skill;           complete or         standards;                  of compliments;
                                                                  neat, accurate
 serious                 accurate; quality   generally of                manual skills are
                                                                  and complete;
 deficiencies            suffers at the      acceptable                  obviously
                                                                  meticulous
 exist; abilities not    expense of speed.   quality; has good           superior; has
                                                                  attention to detail
 adequate for                                hand/eye             exists.highly developed
 work.                                       coordination.               abilities in this
                                                                         area.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


5.   Field Surveying: Consider ability to verify conditions, measurements and conformity to
     specifications.

 Lacks ability to        Exhibits some       Performs             Demonstrates          Could easily do
 do field work;          problems in this    required field       above average         field work full
 cannot do basic         area; slow and      investigations up    skill in this area;   time;
 survey work;            uncertain with      to standard;         produces high         measurements
 avoids required         non-standard        equally at home      quality work          and reports of
 site visits.            survey work.        in field as in the   product from          consistently high
Engineering Technician Employee Performance Evaluation Form                       Page 4
                                       office.                           quality;
                                                          field activities.
                                                                         substantial skill
                                                                         in doing survey
                                                                         work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Engineering Technician Employee Performance Evaluation Form                                    Page 5
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


6.   Design and Cost Estimating: Consider knowledge of design and specification writing, and
     cost estimating.


 Unable to             Can do simple        Does design/        Demonstrates          A real specialist    N/A
 function in this      work of a routine    estimating work     good skills in this   in this area; does
 area; does not        nature; can assist   of average          area; looked to       with high degree
 possess the           but not handle       complexity; not     by others for         of technical
 necessary ability     independently;       area of specialty   advice and            competence; may
 to conceptualize.     lacks solid          but can hold own    assistance; does      be used as
                       grounding.           in most cases.      complex               resource by
                                                                calculations          engineers
                                                                independently.        themselves.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


7.   Communications Ability: Consider oral communications and, if required, writing ability.


 Has significant       Sometimes            Able to make self            Is clear, concise
                                                                A good listener;
 difficulty under-     makes                understood; does    asks goodand persuasive;
 standing others;      assumptions          not interrupt                simplifies
                                                                questions; very
 confuses people;      without the facts;   others; reports              complex issues;
                                                                effective at
 is sloppy and         may be unclear at    are generally                very effective
                                                                conveying ideas;
 inconsistent in       times; contradicts   clear and                    communicator;
                                                                very accurate and
 written records.      self.                concise.                     well prepared
                                                                timely reports.
                                                                         presentations.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


8.   Interpersonal Skills: Consider ability to work inclusively with co-workers, supervisors,
     customers and the public.


 Uncooperative;        Cannot get along     Usually             Is effective team     Demonstrates
 frequent conflicts    with some            cooperative;        member; gets          genuine concern
 with others;          people;              works               along with            for problems and
 subject of many       occasionally rude    harmoniously        people; always        actively pursues
 complaints.           or abrupt with       with others.        polite and            input from
                       people.                                  cordial;              others; actively
Engineering Technician Employee Performance Evaluation Form                       Page 6
                                                         volunteers to   encourages good
                                                         help others.    public relations;
                                                         Seeks out other has received
                                                         for input.      compliments.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
Engineering Technician Employee Performance Evaluation Form                                   Page 7
   BELOW                 NEEDS                                    ABOVE
 STANDARD             IMPROVEMENT SATISFACTORY                   AVERAGE OUTSTANDING


9.    Work Habits/Safety: Consider whether follows work rules, adherence to policies and
      procedures, and safety awareness.


 Frequently fails      Sometimes            Follows             Consistently         Is exemplary role
 to carry out          doesn't clarify      instructions and    follows work         model for others;
 assigned work;        assignments;         performs work as    rules and            very reliable on
 wastes an             doesn't keep         assigned; keeps     procedures;          follow through;
 inordinate            supervisor           supervisor          makes                always gets the
 amount of time;       informed; safety     informed of         constructive         job done;
 has many              is not a priority.   progress; does      suggestions to       actively
 careless injuries.                         jobs in safe way.   improve; takes       promotes safety.
                                                                no chances with
                                                                safety of others.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


10. Attendance: Consider absenteeism, tardiness, use of sick leave and adherence to call in
    requirements. Sick leave usage during the evaluation period was _____ hours.


 Excessively           Absent more than     Acceptable          Very reliable        Exceptional
 absent; abuses        most; late to        attendance          attendance;          record; rarely
 sick leave;           work; higher than    record; uses an     almost never late;   absent; has
 almost never          average use of       average amount      uses less sick       seldom been late;
 calls in as           sick leave;          of sick leave;      leave than the       has high sick
 required.             sometimes does       calls in when       average; always      leave balance on
                       not call in on       unable to report    calls in on time.    books.
                       time.                to work.

Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________


11.   Work Direction of Others: Consider ability to plan, assign, and review the work of
      others.

 Fails to develop      Does not give        Provides            Plans and            Fosters effective   N/A
 team-work; very       clear directions;    adequate            organizes work       teamwork; a
 autocratic.           avoids tough         direction and       well; respected      leader not a
                       leadership issues;   review of work;     by staff as          follower; studies
Engineering Technician Employee Performance Evaluation Form                       Page 8
                    unit                performs         effective leader; and keeps up on
                    characterized by    required         unit has high     supervisory
                    poor execution of leadership tasks   productivity and  issues.
                    work.               when necessary.  quality of work.
Comments / Suggestions for Improvement: _______________________________________________
__________________________________________________________________________________
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Engineering Technician Employee Performance Evaluation Form                       Page 9
OVERALL RATING:


   BELOW             NEEDS                                     ABOVE
 STANDARD         IMPROVEMENT SATISFACTORY                    AVERAGE OUTSTANDING


CAREER GOALS AND OBJECTIVES: Use the space provided below to record the
employee's career advancement goals or objectives, training opportunities desired or being
pursued and note any specific actions the employee will take to achieve these or what
assistance/encouragement the supervisor can provide.
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SUMMARY COMMENTS OF RATER:

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Date:                                Rater's Signature:
Engineering Technician Employee Performance Evaluation Form                              Page 10



COMMENTS OF EMPLOYEE:

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Date:                                  Employee’s Signature:

*The employee's signature means only that the performance evaluation was reviewed with
him/her. It does not necessarily mean that he/she agrees with the evaluation. The employee may
attach additional written comments if he/she wishes.


OTHER REVIEWERS:

Department Head:                Signature:                              Date:


Human Resources Supervisor:     Signature:                              Date:
                                                                                              EXHIBIT I
                                 SAMPLE DISCUSSION FORM
                       PERFORMANCE EVALUATION DISCUSSION

Employee:

Classification:

Evaluation Period:                                    to
                              (Today's date)                       (Formal evaluation date)

Performance Expectations and Standards Discussion - to be completed by supervisor and
employee

❏     1.    Review and discuss:
            a. DISTRICT MISSION, GOALS & OBJECTIVES, and
            b. EMPLOYEE'S MAJOR JOB RESPONSIBILITIES RELATED TO MISSION,
               GOALS AND OBJECTIVES AND CLASS DESCRIPTION.

❏     2.    List major job responsibilities; i.e.: "Install, monitor & maintain software, including
            operating systems, database and communications control systems...." (list on
            reverse).

❏     3.    List any specific objectives (MILESTONES) to be accomplished this evaluation
            period (list on reverse).

            Examples:
            a. Conduct and complete RFP procedure to select new software vendor by (date).
            b. Develop new method by (date) to track adequacy of office supplies in different
               locations so that basic supplies will not be lacking.
            c. Develop new tracking and reporting system for claims by (date) so that
               information can be easily integrated into quarterly reports.

❏     4.    Discuss training needs/support and prepare a training plan (see reverse).

❏     5.    Review the attached Performance Evaluation form, which will be completed at the
            end of the evaluation period. Accomplishment of major responsibilities and
            objectives (MILESTONES) shall be evaluated using the performance factors listed on
            the Performance Evaluation form.

I have had a performance evaluation discussion, which included the above steps.

Employee Signature*                                                 Date

*Signing this form does not necessarily mean the employee agrees with the discussion.
Signature only indicates the class description, responsibilities, objectives, training, and form
were discussed with the supervisor.
Supervisor Signature                                       Date

NOTE: Supervisor: After signing form, send copies to (1) employee, (2) supervisor, and
(3) HR (Personnel File)
#1.   Major Job Responsibilities:




#2.   Specific Accomplishments (MILESTONES) for this Evaluation Period:




#3.   Specific Objectives (MILESTONES) for upcoming Evaluation Period:




#4.   Training:

      Employee: To support my plans for current and future work performance, I am interested
      in the following kinds of training and development opportunities:




#5.   Training:
Supervisor: To assist in training and development, and Milestone Accomplishments, I
will try to provide the following training opportunities:

								
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