Facilities Maintenance Department Employee Evaluation Foreman/Lead

Facilities Maintenance Department Employee Evaluation Foreman/Lead Part I Administrative Data Name Employee ID Date of Hire Last Promotion Location Reason for Submission Period Covered Rated Months Facilities Area From (YYYY/MM/DD) Thru (YYYY/MM/DD) Phone Employee Email Address Part II Authentication Data a. Name of Rater Title Signature Date b. Name of Reviewer Title Signature Date c. Employee Signature Date

Part III Job Description a. Job Title b. Effective Date of Job Description c. Job Code d. Job Description

Part IV Performance Character Values Complete this Section for all Trades Employees District Values: Demonstrates behaviors and judgments. (Comments mandatory for all Needs Improvements and NO entries). 1. Service Over Self: Places subordinates and organization mission before self in actions, behavior and judgments. 2. Embrace Change: Open pathways to opportunity, operates comfortably in a contemporary, dynamic environment, challenges convention appropriately. 3. Courage: Endeavors where we may not otherwise go, confronts difficult situations; makes tough calls and stands by them. 4. Expect Excellence in All: Sets high expectation for self and others; honors quality contributions of others. 5. Love, Live, Learn: Exhibits dignity and respect for all, seeks selfimprovement, takes personal responsibility. YES NO Needs Improvements Value Comments:

Part V. A. Performance Communication & Customer Service Area of Focus Performance Rating Communication 1. Displays good oral, written and listening skills. 2. Communicates accurately and honestly in an open, candid and respectful manner. 3. Displays self control and is calm under pressure. 4. Responds to customer emails and phone calls within 3 business days. 5. Immediately communicates all urgent matters to Supervisor. 6. Responds to District issued emails and phone calls within 1 business day. Customer Service 7. Reviews customer satisfaction surveys and shares with your team in a timely manner. 8. Understands the role that quality service plays in customer satisfaction. Leadership Functions 9. Takes responsibility for decisions, action and results; delivers on commitments to customers. 10. Conducts bi-annual site visits with each assigned trades staff in order to observe, assess and ensure quality service, efficiency and technical expertise. 11. Does the right thing, conducts business in an ethical manner and in accordance with SPPS policies and operating procedures. Communication & Customer Service Comments:

Part V. B. Performance Training & Team Building Area of Focus Performance Rating Training &Teamwork 1. Seeks and proactively takes advantage of appropriate training opportunities. 2. Has completed and passed all required training in a timely manner. 3. Maintains in good standing licenses and certificates required for position. 4. Builds trust by respecting the ideas and contributions of everyone; works well with others. 5. Contributes to positive morale and spirit within the team; and embraces diversity by adhering to the District s Racial Equity Policy. 6. Coaches and encourages others on a regular basis. 7. Works well with other Facilities groups and openly shares information to get work accomplished by the entire department in a positive and efficient manner. Leadership Functions 8. Monitors work order activity by tasks and by individual team members to determine staff strength and weaknesses. They shall determine and identify training opportunities as required. 9. Assists Supervisor in performance management and evaluation of assigned trades staff. Technical trainings and professional development courses taken in the year of evaluation: Training & Team Building Comments:

Part V. C. Performance Financial Stewardship Area of Focus Performance Rating Financial Stewardship 1. Recognizes and recommends to supervisor cost savings opportunities. Leadership Functions 2. Provides well planned work order assignments that promotes cost effective and efficient service. 3. Demonstrates good financial stewardship in utilization of assigned staff labor and budgeting materials. 4. Works openingly with supervisor to analyze data and demonstrates a willingness to modify work processes. 5. Holds consistent and regular shop meetings for assigned staff. Employee Financial Stewardship Comments:

Part V. D. Performance Safety Area of Focus Performance Rating Safety 1. Demonstrates a commitment to safety by following rules and guidelines. 2. Performs work using safety equipment required for the task. 3. Reports any unsafe working conditions to supervisor. 4. Meets requirements of 100% participation in safety training. 5. Encourages and assists others to follow safe work habits. 6. Takes proper care of materials, equipment and vehicles. 7. Properly uses materials and equipment to effectively complete workload in a timely fashion. 8. Maintains assigned areas and vehicles in a neat orderly appearance. Quality of Work 9. All repairs are performed up to code and industry standards. 10. Recognizes and learns from mistakes, taking appropriate action to reduce errors. 11. Shows ability to analyze complex problems and find solutions. Attendance & Punctuality Leadership Functions 12. Demonstrates regular and punctual attendance and remains for the duration of the shift. 13. Arrives to work in proper uniform. 14. Measure individual team member s performance by duration of work tasks (open to close), number of work tasks completed and wrench time logged. 15. Is available each morning to provide communication updates, answer staff questions, and advise on tools, parts and equipment necessary for upcoming work orders. 16. Communicates with Supervisor if their staff needs to remain at 1930 Como for an extended period of time. 17. Is proficient in the TRIRIGA system. 18. Monitors the Department s Key Performance Indicators and communicates them with their teams. Employee Quality of Work Comments Below: Part V1. Individual Performance Objectives and Potential Evaluation Improvement (List performance guidelines here) Individual Performance Objectives

Part VI Individual Performance Objective and Potential Evaluation Improvement a. Evaluate the employee s performance during the rating period. Rate the performance objectives based on: Meets Standards Exceeds Standards Needs Improvement (An improvement plan maybe developed) b. Rater comments (write comments to support your rating): c. Start Work Plan Start Date Follow-up Date (90 days) Recommendation for Improvement: Comments: