Black Hawk County Employee Performance Evaluation Title: Property Tax Supervisor Dept: Treasurer Title:
Employee: Supervisor: Evaluation Period: From:
To
Due Date:
Black Hawk County – Governing for the Future
2028 Vision Black Hawk County government is transforming itself with new capabilities for effective service to our citizens and greater-good decision making throughout the organization. We stay current with advances in technology and government to assure the best possible service to the public. We work in a culture of collaboration, learning from others’ successes, and together, we anticipate and adapt to rapidly changing circumstances and demographics, both globally and locally. With others throughout our county and region, we form a safe, thriving community.
Motivating Values - Black Hawk County is committed to being: Effective Responsible Collaborative Efficient Innovative Adaptable
************************* (Section A) Black Hawk County Core Responsibilities & Competencies (CORE) Collaboration: “Develops cooperation and teamwork
Meets Expectations
Needs Attention
while participating in a group of people, working toward solutions which generally benefit all involved parties.” Comments: • • • • • • •
Demonstrates teamwork and works in a cooperative and helpful manner Is respectful and courteous when communicating and assisting others Listens to all points of view and finds agreement when working with conflicting individuals or groups. Identifies and pushes for solutions in which all parties can benefit Develops and maintains effective working relationships with co-workers, general public, and vendors/contractors. Consistently demonstrates the fair and equal treatment of others Works to build a sense of common purpose across groups, avoiding a “we versus them” attitude
Organizational Understanding: “Understands the agendas and perspectives of others, recognizing and effectively balancing the interests and needs of one’s own group with those of the broader organization.” • • • • • • •
Adapts to organizational changes in a positive manner Complies with Black Hawk County standards of conduct, policies, and procedures Participates in county and departmental meetings Understands and works to support the Black Hawk County Vision Follows established lines of communication Uses the most appropriate channels and cost-effective means in communication and between departments Keeps objectives that are related to county priorities above one’s own priorities and the priorities of one’s work group
Meets Expectations
Needs Attention
Responsible: “Able to make moral or rational decisions on one's own and therefore answerable for one's behavior.”
Meets Expectations
Needs Attention
Comments: • • • • •
Demonstrates dependability by being punctual and present for work in a regular and predictable manner at a specified location in order to perform assigned tasks. Demonstrates effective decision-making skills Maintains commitments to fellow county employees, supervisors, general public, and community partners Completes assigned duties within allotted time Establishes integrity by remaining honest and transparent
Effective: “Productive or capable of producing results.”
Meets Expectations
Needs Attention
Comments: • • • • •
Utilizes resources in ways that consistently produce wise and desired results for the common good Fosters creativity, stimulating openness to new ideas and a passion for learning Recognizes and acts upon opportunities to be more efficient Seeks and shares expertise on best practices Keeps a solution-oriented approach when handling conflict or problems
(Section B) Position Specific Duties & Responsibilities Meets Expectations #1 – Position Specific Duties and Responsibilities
•
Supervises tax staff in accordance with County policies, collective bargaining agreements and applicable laws. o Responsibilities include: interviewing, hiring, training, appraising performance, planning, assigning and directing work, rewarding and disciplining, addressing complaints and resolving problems. o Assists staff with unusual or difficult questions. o Assists training staff on property taxes and annual tax sales. o Reviews and analyzes the work of subordinates to ensure correct procedures and methods are being used, calling attention to errors or use or incorrect procedures or methods. o Schedules leave and other absences for employees.
Exceeds Expectations Comments:
Needs Attention
Meets Expectations #2 – Position Specific Duties and Responsibilities •
Comments:
#3 – Position Specific Duties and Responsibilities
Needs Attention
Oversees and prepares tax sale advertising.
#4 – Position Specific Duties and Responsibilities
Exceeds Expectations
Needs Attention
Comments:
Assists County Treasurer with the Annual Tax Sale and Adjourned tax sales.
Meets Expectations #5 – Position Specific Duties and Responsibilities
•
Exceeds Expectations Comments:
Meets Expectations
•
Needs Attention
Researches tax files for Black Hawk County.
Meets Expectations
•
Exceeds Expectations
Assists in accounting department with processing senior citizen claims and overseeing the mailing of 1099 forms.
Exceeds Expectations Comments:
Needs Attention
Meets Expectations #6 – Position Specific Duties and Responsibilities
•
Works with the Cities and State property buyouts.
#7 – Position Specific Duties and Responsibilities
Needs Attention
Takes photographs of properties being pursued for County deeds.
#8 – Position Specific Duties and Responsibilities
Exceeds Expectations
Needs Attention
Comments:
Prepares and sends notices to individuals or entities in the taking of tax sale
Meets Expectations #9 – Position Specific Duties and Responsibilities
•
Exceeds Expectations Comments:
Meets Expectations
•
Needs Attention
Comments:
Meets Expectations
•
Exceeds Expectations
Maintains and Monitors the Treasurer’s record retention process.
Exceeds Expectations Comments:
Needs Attention
Meets Expectations #10 – Position Specific Duties and Responsibilities
•
Needs Attention
Comments:
Reviews any changes in the legislature that concerns property tax law and collection of taxes and makes.
Meets Expectations
Exceeds Expectations
Needs Attention
Comments:
#11 – Position Specific Duties and Responsibilities •
Exceeds Expectations
Acts as liaison with other agencies and departments by answering calls and questions regarding operation of the Treasurer’s Office, Revenue and Finance, Auditor’s, Assessor’s and Recorder’s Offices and providing information.
Meets Expectations #12– Position Specific Duties and Responsibilities
Exceeds Expectations Comments:
Needs Attention
(Section C) Prior Year Goal Review Prior Year Goal Review: How well goals set at the last performance evaluation were met. Meets Expectations Prior Year Goal #1: List goals and/or objectives for this position or
Meets Expectations Prior Year Goal #2: List goals and/or objectives for this position or further
Exceeds Expectations
Needs Attention
Comments:
development as discussed with staffing during last years review.
Meets Expectations Prior Year Goal #3: List goals and/or objectives for this position or
Exceeds Expectations
Needs Attention
Comments:
further development as discussed with staffing during last years review.
Meets Expectations
Exceeds Expectations Comments:
Overall narrative summary of the employee’s prior year’s achievements toward indicated goals
Needs Attention
Comments:
further development as discussed with staffing during last years review.
Prior Year Goal Review Summary
Exceeds Expectations
Needs Attention
(Section D) Overall Appraisal Summary Overall Appraisal Summary
Meets Expectations
Exceeds Expectations
Needs Attention
Comments:
Narrative summary of the overall review:
Employee comments in reference to the overall appraisal: (use and attached additional sheets if necessary)
_______________________________ Employee Signature
Date
___________________________________ Supervisor Signature
Date
* Employee’s signature is required to indicate the employee has read the performance appraisal and reviewed the job description.
Employee Name (Please Print): __________________________________________________
(Section E) Employee Growth & Development New Goal Setting, and Growth & Development Planning Achieving goals and/or completing a development plan does not guarantee advancement or a pay adjustment, nor does it constitute an employment contract New Goal Setting: List goals and/or objectives for this position or further development as discussed with the employee
Growth & Development Planning: How goals and actions identified above will be accomplished and/or completed during the next year
Category: List any development needs (current or future)
Action:
Dates:
List training or education programs, job rotation, or mentoring activity to develop or improve the skill performance.
Comments
List action timeline and reassessment date Starting Date
Ending or Reassessment Date
Growth & Development Goals:
Employee Comments: How can Black Hawk County or your supervisor assist you in your efforts to reach your growth and development goals?
____________________________ Employee Signature
Date
___________________________________ Supervisor Signature
Date
