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Face-to-Face Meeting - Performance Review

created on 10/27/2010 04:29:10 PM


Electronically Acknowledged by Theresa Edwards/OAG on 10/27/2010

Employee Performance Evaluation System


Employee Name: Class Title: Unit: Theresa Edwards ASSISTANT ATTORNEY GENERAL-DLA Economic Crime People First ID: Position No.: 856853 000173
09/30/2010

Office of Attorney General

From:

04/01/2010 To: Review Type Supervisor: I. PERFORMANCE EXPECTATIONS (50% of evaluation score): 4.1

Robert Julian/OAG

PERFORMANCE EXPECTATION #1 Accountability/Commitment: Employee demonstrates commitment and loyalty to the mission, goals and
objectives of the agency; seeks professional, personal growth and development; is willing to assume responsibility for decisions and actions; is flexible and cooperative toward working with superiors and co-workers; adjusts to technological and operational changes.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

N/A

Theresa continues to exhibit a true enthusiasm for consumer protection work, and for the goals and objectives of this agency.

programs, tasks with minimal direction. Employee demonstrates fiscal responsibility and efficient utilization of resources, plans and controls expenditures and materials; encourages and/or demonstrates cost-effective performance; and takes action to provide consistently high service levels. Employee determines priorities and allocates time and resources appropriately.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #2 Effectiveness & Efficiency: Employee demonstrates the ability to plan, organize, implement, and administer

Theresa has pushed old cases to conclusion and has taken on new, complex, cases - displaying true efficiency in har ability to handle a caseload.

PERFORMANCE EXPECTATION #3 Leadership: Employee demonstrates the ability to influence others and obtain satisfactory results while

maintaining group dynamics; secures cooperation and obtains optimum results through efforts of peers, co-workers and/or subordinates; leads effectively; develops and instructs others; treats subordinates equitably; demonstrates sensitivity and awareness in relating to people; and develops team work.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is the ultimate team player, always encouraging and working well with co-workers and staff. The only criticism is that Theresa sometimes presents as overly strident in her dealings with opposing counsel. She is aware that she needs to work on keeping a less aggressive demeanor in order to facilitate an atmosphere conducive to settlement or case negotiations.

problems and controversial issues or complaints without referral to superiors; maintains courteous relationship and coordinates work activities; few problems occur because of poor dissemination of information; gives information that is clear and well understood; listens and responds to peers and/or co-workers or subordinates ideas, needs and suggestions; effectively conducts and/or participates in meetings
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

PERFORMANCE EXPECTATION #4 Communication Skills: Employee communicates quite effectively both orally and in writing; normally resolves

N/A

Theresa keeps superiors informed of status of her cases. Is open to suggestions and ideas of others.

PERFORMANCE EXPECTATION #5

Work Product: Employee meets technical and/or professional standards of work in an effective and efficient manner; uses methods which enhance quality; work is accurate and thorough; amount of work completed meets or exceeds standards; completes work on schedule; and demonstrates ethical standards in the performance of work responsibilities.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is excellent. She efficiently and aggressively prosecutes cases and works to resolve or litigate cases in a prompt manner.

PERFORMANCE EXPECTATION #6 Dependability: Employee demonstrates ability to be consistent in beginning work at regularly assigned time;
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

takes authorized lunch periods and breaks; uses leave in manner that is not disruptive to the work unit; fulfills job requirements including accomplishing tasks on time; and can be relied upon to get the job done.
N/A

Theresa can be counted on, not only to cover her own work load, but always volunteers to assist other attorneys at any time.

and goals of the department; is dependable and flexible in meeting or exceeding customer expectations; makes the customer feel important; presents a positive attitude; and demonstrates the appropriate customer-focused attitude to assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #7 Customer Service: Employee works effectively with internal/external customers/clients to achieve the mission

Theresa exhibits a very good demeanor when dealing with consumers.

solutions; appropriately responds to new and different solutions; recognizes a problem and uses creativity and effort to identify a solution or answer; overcomes resistance and gains acceptance for technological and operational changes in policies, practices and procedures; and is willing to make decisions.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #8 Problem Solving & Adaptability: Employee develops alternatives and implements practical and effective

Theresa has a wealth of litigation experience which has enabled her to see the alternatives and potential solutions in her cases.

with others; is responsive to questions and concerns; and promotes morale and motivation.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION

PERFORMANCE EXPECTATION #9 Interpersonal Skills: Employee maintains pleasant working relations; exhibits tact and sensitivity in dealing
BELOW EXPECTATION UNACCEPTABLE N/A

Theresa always makes herself available to mentor some of the less experienced attorneys and contributes greatly to the good morale of the division.

II. KEY Performance Expectations (50% of evaluation score): 4.3

KPI #1 Case Development and Initiative - Seeks out, investigates and researches potential new cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa consistently seeks out new, potential cases for the division.

KPI #2 Case Resolution and Management - Effectively and efficiently prosecutes cases to conclusion; prioritizes and manages caseload; provides effective direction and instruction to investigators and support staff as needed to develop and manage cases; multitask, regularly updates and advises supervisor of significant issues and case progress.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has been very effective in bringing older cases to a conclusion and manages her cases and investigatios in an efficient manner.

KPI #3 Legal Research / Analysis / Fact Finding Ability - Properly identifies relevant legal issues and legal

authority; directs investigations effectively so that necessary evidence is gathered appropriately and efficiently; conducts depositions, interviews, discovery and research as necessary to investigate and gather relevant facts. Keeps up to date with the latest case law and consumer protections issues both within this jurisdiction and nationally.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is an experienced attorney and has become adept at identifying legal issues relating to 501 prosecutions.

KPI #4 Work Product - Prepares work product that is thorough, organized, succinct and contains minimal errors; thoroughly researches and effectively states legal arguments; prepares settlement documents containing appropriate terms and follows office procedures and guidelines; prepares and maintains appropriate case documentation; completes assigned tasks in a timely manner; handles complex and significant cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is consistantly of high quality and she accurately and effectively researches the law on any given alleged 501 violation. She follows office procedures and is able to handle complex litigation.

KPI #5 Professionalism - Maintains highest standard of professional ethics and integrity; consistently demonstrates fairness, good judgment, maturity, positive attitude, honesty, dependability, loyalty and common sense; willingly accepts new assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has demonstrated an exceptional professional and personal ethic.

KPI #6 Trial Prep. and Oral Advocacy - Effectively communicates legal arguments and factual issues; prepares and maintains exhibits in organized fashion; anticipates legal and evidentiary issues and is prepared with supporting authority and evidence; prepares witnesses for testimony; knowledgeable of rules of evidence and civil procedure; presents theory of case well, reducing complex arguments to simple terms.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's intelligence and experience enables her efficiently prepare for hearings, motions and trials.

Overall Evaluation Scores


Standard Agency Performance Expectations (average of the total all 4.1
applicable expectations)

Key Performance Expectations (average of the total of all KPI's)

4.3

Overall Rating: 4.2


(average of the total of the agency performance expectations score plus the KPI's score) Overall Performance Rating Scale: Outstanding: Commendable: Satisfactory: Needs Improvement: Unsatisfactory: 4.50 to 5.00 3.50 to 4.49 3.00 to 3.49 2.5 to 2.99 2.49 and below

EMPLOYEES TOTAL PERFORMANCE RATING BY THE SUPERVISOR: 4.2 People First Rating: Commendable
Supervisor Comments: Theresa genuinely takes pleasure in being a member of team, offering her assistance to other attorneys at the drop of a hat. Supervisor:

Robert Julian

Reviewer Comments: Ms. Edwards is a valued member of the team. She demonstrates a strong work ethic and is allways willing to assist others. I appreciate her efforts.

Reviewer:

Mary Leontakianakos

Employee Training and Professional Development Goals

Division Employee Performance Evaluation System: The Division Employee Performance Evaluation System is a planning and evaluation process. The planning portion is intended to identify specific performance expectations that the employee is responsible for achieving during the rating period and the evaluation portion assesses the employees performance in achieving all expectation standards and goals. The specific expectations, referred to as KPIs in Section 10, developed during planning are not intended to account for all assignments, only those identified as critical or a higher priority. Statement of Professionalism in the Workplace: As employees of the Attorney General, we should operate at the highest standards of integrity and civility. As coworkers, we should treat each other with respect in our actions and our speech; in doing so, we represent the Attorney General. Employees should place the interests of the Attorney General ahead of personal interests in the workplace. We should act with fairness, honesty and personal dignity, and we should extend courtesy to our coworkers at all times. We should seek to resolve disputes with efficiency, fairness and sensitivity. The respect we maintain amongst ourselves as employees of the Attorney General will earn the same from other agencies and the public. Standard of Review: The standard to be applied for all performance expectations is that the employee demonstrates these qualities the vast majority of the time in his or her interactions with co-workers, supervisors and clients; in the personal contributions to work assignments and projects; and when representing the agency or the state. Furthermore, the employee must have demonstrated these qualities consistently in order to meet expectations. Performance Rating: All employees will receive a performance evaluation. A 1, 2, 3, 4, 5, or N/A must be checked for each performance expectation during the evaluation. The following ratings shall apply. Individual Performance Standard Ratings: 5 - EXCEPTIONAL Employee consistently exceeds performance expectations, work quality is extraordinary, requiring little to no supervision in accomplishing assigned tasks, and seeks opportunities to enhance the organization. The employee possesses highly advanced job knowledge, is relied upon to solve complex problems and applies creative and innovative approaches in solving problems. The employee at this level serves as a mentor to other staff members. 4 - ABOVE EXPECTATION Employee consistently meets and often exceeds performance expectations, work quality is excellent, requiring minimal supervision in accomplishing assigned tasks with little or no instruction. The employee possesses a thorough knowledge of the job, often solves or assists in solving complex problems, and demonstrates initiative and ability to help others. 3 - MEETS EXPECTATION Employee consistently meets and may occasionally exceed performance expectations, work quality is good, requiring moderate supervision in accomplishing assigned tasks. The employee possesses sufficient job knowledge and/or initiative to get the job done. 2 - BELOW EXPECTATION Employee exhibits inconsistent job performance but has the capacity to improve to meet expectations, work quality is fair, requiring close supervision in accomplishing assigned tasks where should be operating on own. The employee lacks the initiative and/or job knowledge to execute the required job duties and responsibilities and has demonstrated difficulty in learning the more challenging aspects of the job. 1 - UNACCEPTABLE Employee consistently fails to meet performance expectations, requiring close supervision with continual correction. The employees job knowledge is insufficient to meet daily requirements and has demonstrated little to no capacity to improve. N/A - NOT APPLICABLE No longer applicable/unable to determine. N/A responses do not negatively affect the total performance rating.

Face-to-Face Meeting - Performance Review


created on 04/21/2010 03:46:42 PM
Electronically Acknowledged by Theresa Edwards/OAG on 04/21/2010

Employee Performance Evaluation System


Employee Name: Class Title: Theresa Edwards ASSISTANT ATTORNEY GENERAL-DLA Economic Crime People First ID: Position No.: 856853 000173
03/31/2010

Office of Attorney General

From:

10/01/2009 To: Review Type Supervisor: I. PERFORMANCE EXPECTATIONS (50% of evaluation score): 4.2

Unit:

Robert Julian/OAG

PERFORMANCE EXPECTATION #1 Accountability/Commitment: Employee demonstrates commitment and loyalty to the mission, goals and
objectives of the agency; seeks professional, personal growth and development; is willing to assume responsibility for decisions and actions; is flexible and cooperative toward working with superiors and co-workers; adjusts to technological and operational changes.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

N/A

Theresa continues to exhibit a true enthusiasm for consumer protection work, and for the goals and objectives of this agency.

programs, tasks with minimal direction. Employee demonstrates fiscal responsibility and efficient utilization of resources, plans and controls expenditures and materials; encourages and/or demonstrates cost-effective performance; and takes action to provide consistently high service levels. Employee determines priorities and allocates time and resources appropriately.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #2 Effectiveness & Efficiency: Employee demonstrates the ability to plan, organize, implement, and administer

Theresa has resolved several older cases inherited from other attorneys and, at the same time, has managed to open numerous significant cases of her own. She has the ability to prioritize cases and investigations and handles them efficiently and effectively.

PERFORMANCE EXPECTATION #3 Leadership: Employee demonstrates the ability to influence others and obtain satisfactory results while

maintaining group dynamics; secures cooperation and obtains optimum results through efforts of peers, co-workers and/or subordinates; leads effectively; develops and instructs others; treats subordinates equitably; demonstrates sensitivity and awareness in relating to people; and develops team work.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is the ultimate team player, always encouraging and working well with co-workers and staff.

problems and controversial issues or complaints without referral to superiors; maintains courteous relationship and coordinates work activities; few problems occur because of poor dissemination of information; gives information that is clear and well understood; listens and responds to peers and/or co-workers or subordinates ideas, needs and suggestions; effectively conducts and/or participates in meetings
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

PERFORMANCE EXPECTATION #4 Communication Skills: Employee communicates quite effectively both orally and in writing; normally resolves

N/A

Theresa keeps superiors informed of status of her cases. Is open to suggestions and ideas of others.

manner; uses methods which enhance quality; work is accurate and thorough; amount of work completed meets or

PERFORMANCE EXPECTATION #5 Work Product: Employee meets technical and/or professional standards of work in an effective and efficient

exceeds standards; completes work on schedule; and demonstrates ethical standards in the performance of work responsibilities.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is excellent. She efficiently and aggressively prosecutes cases and works to resolve or litigate cases in a prompt manner.

PERFORMANCE EXPECTATION #6 Dependability: Employee demonstrates ability to be consistent in beginning work at regularly assigned time;
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

takes authorized lunch periods and breaks; uses leave in manner that is not disruptive to the work unit; fulfills job requirements including accomplishing tasks on time; and can be relied upon to get the job done.
N/A

Theresa can be counted on to complete any task or assignment on time and with no supervision.

and goals of the department; is dependable and flexible in meeting or exceeding customer expectations; makes the customer feel important; presents a positive attitude; and demonstrates the appropriate customer-focused attitude to assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #7 Customer Service: Employee works effectively with internal/external customers/clients to achieve the mission

Theresa exhibits a very good demeanor when dealing with consumers.

solutions; appropriately responds to new and different solutions; recognizes a problem and uses creativity and effort to identify a solution or answer; overcomes resistance and gains acceptance for technological and operational changes in policies, practices and procedures; and is willing to make decisions.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #8 Problem Solving & Adaptability: Employee develops alternatives and implements practical and effective

Theresa has a wealth of litigation experience which has enabled her to see the alternatives and potential solutions in her cases.

with others; is responsive to questions and concerns; and promotes morale and motivation.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION

PERFORMANCE EXPECTATION #9 Interpersonal Skills: Employee maintains pleasant working relations; exhibits tact and sensitivity in dealing
BELOW EXPECTATION UNACCEPTABLE N/A

Theresa always makes herself available to mentor some of the less experienced attorneys and contributes greatly to the good morale of the division.

II. KEY Performance Expectations (50% of evaluation score): 4.5

KPI #1 Case Development and Initiative - Seeks out, investigates and researches potential new cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa consistently seeks out new, potential cases for the division.

KPI #2 Case Resolution and Management - Effectively and efficiently prosecutes cases to conclusion; prioritizes and manages caseload; provides effective direction and instruction to investigators and support staff as needed to develop and manage cases; multitask, regularly updates and advises supervisor of significant issues and case progress.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has been very effective in bringing older cases to a conclusion and manages her cases and investigatios in an efficient manner.

KPI #3 Legal Research / Analysis / Fact Finding Ability - Properly identifies relevant legal issues and legal authority; directs investigations effectively so that necessary evidence is gathered appropriately and efficiently; conducts depositions, interviews, discovery and research as necessary to investigate and gather relevant facts. Keeps up to date with the latest case law and consumer protections issues both

within this jurisdiction and nationally.


EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is an experienced attorney and has become adept at identifying legal issues relating to 501 prosecutions.

KPI #4 Work Product - Prepares work product that is thorough, organized, succinct and contains minimal errors; thoroughly researches and effectively states legal arguments; prepares settlement documents containing appropriate terms and follows office procedures and guidelines; prepares and maintains appropriate case documentation; completes assigned tasks in a timely manner; handles complex and significant cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is consistantly of high quality and she accurately and effectively researches the law on any given alleged 501 violation. She follows office procedures and is able to handle complex litigation.

KPI #5 Professionalism - Maintains highest standard of professional ethics and integrity; consistently demonstrates fairness, good judgment, maturity, positive attitude, honesty, dependability, loyalty and common sense; willingly accepts new assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has demonstrated an exceptional professional and personal ethic.

KPI #6 Trial Prep. and Oral Advocacy - Effectively communicates legal arguments and factual issues; prepares and maintains exhibits in organized fashion; anticipates legal and evidentiary issues and is prepared with supporting authority and evidence; prepares witnesses for testimony; knowledgeable of rules of evidence and civil procedure; presents theory of case well, reducing complex arguments to simple terms.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's intelligence and experience enables her efficiently prepare for hearings, motions and trials.

Overall Evaluation Scores


Standard Agency Performance Expectations (average of the total all 4.2
applicable expectations)

Key Performance Expectations (average of the total of all KPI's)

4.5

Overall Rating: 4.3


(average of the total of the agency performance expectations score plus the KPI's score) Overall Performance Rating Scale: Outstanding: Commendable: Satisfactory: Needs Improvement: Unsatisfactory: 4.50 to 5.00 3.50 to 4.49 3.00 to 3.49 2.5 to 2.99 2.49 and below

Pursuant to changes in the State of Floridas Uniform Personnel Rules (Florida Administrative Code, Chapter 60L-35), the overall rating scale and ratings for the individual performance expectations have moved from the OAG's 6 point scale to a mandatory 5 point rating scale. This rule became effective on January 1, 2009, for all State Personnel System employee performance reviews held after that date. EMPLOYEES TOTAL PERFORMANCE RATING BY THE SUPERVISOR: 4.3 People First Rating: Commendable
Supervisor Comments: Theresa is an experienced litigator, a "go to" person in this division. She works extremely well with her peers and staff and is a valued member of the Ft. Laud. bureau. Supervisor: Reviewer Comments: Ms. Edwards is a skilled lawyer and valued member of the team. She consistently volunteers for additional assignments

in areas of priority to the OAG. I appreciate her commitment to consumer protection. Reviewer: Mary Leontakianakos

Employee Training and Professional Development Goals

Division Employee Performance Evaluation System: The Division Employee Performance Evaluation System is a planning and evaluation process. The planning portion is intended to identify specific performance expectations that the employee is responsible for achieving during the rating period and the evaluation portion assesses the employees performance in achieving all expectation standards and goals. The specific expectations, referred to as KPIs in Section 10, developed during planning are not intended to account for all assignments, only those identified as critical or a higher priority. Statement of Professionalism in the Workplace: As employees of the Attorney General, we should operate at the highest standards of integrity and civility. As coworkers, we should treat each other with respect in our actions and our speech; in doing so, we represent the Attorney General. Employees should place the interests of the Attorney General ahead of personal interests in the workplace. We should act with fairness, honesty and personal dignity, and we should extend courtesy to our coworkers at all times. We should seek to resolve disputes with efficiency, fairness and sensitivity. The respect we maintain amongst ourselves as employees of the Attorney General will earn the same from other agencies and the public. Standard of Review: The standard to be applied for all performance expectations is that the employee demonstrates these qualities the vast majority of the time in his or her interactions with co-workers, supervisors and clients; in the personal contributions to work assignments and projects; and when representing the agency or the state. Furthermore, the employee must have demonstrated these qualities consistently in order to meet expectations. Performance Rating: All employees will receive a performance evaluation. A 1, 2, 3, 4, 5, or N/A must be checked for each performance expectation during the evaluation. The following ratings shall apply. Individual Performance Standard Ratings: 5 - EXCEPTIONAL Employee consistently exceeds performance expectations, work quality is extraordinary, requiring little to no supervision in accomplishing assigned tasks, and seeks opportunities to enhance the organization. The employee possesses highly advanced job knowledge, is relied upon to solve complex problems and applies creative and innovative approaches in solving problems. The employee at this level serves as a mentor to other staff members. 4 - ABOVE EXPECTATION Employee consistently meets and often exceeds performance expectations, work quality is excellent, requiring minimal supervision in accomplishing assigned tasks with little or no instruction. The employee possesses a thorough knowledge of the job, often solves or assists in solving complex problems, and demonstrates initiative and ability to help others. 3 - MEETS EXPECTATION Employee consistently meets and may occasionally exceed performance expectations, work quality is good, requiring moderate supervision in accomplishing assigned tasks. The employee possesses sufficient job knowledge and/or initiative to get the job done. 2 - BELOW EXPECTATION Employee exhibits inconsistent job performance but has the capacity to improve to meet expectations, work quality is fair, requiring close supervision in accomplishing assigned tasks where should be operating on own. The employee lacks the initiative and/or job knowledge to execute the required job duties and responsibilities and has demonstrated difficulty in learning the more challenging aspects of the job. 1 - UNACCEPTABLE Employee consistently fails to meet performance expectations, requiring close supervision with continual correction. The employees job knowledge is insufficient to meet daily requirements and has demonstrated little to no capacity to improve. N/A - NOT APPLICABLE No longer applicable/unable to determine. N/A responses do not negatively affect the total performance rating.

Face-to-Face Meeting - Performance Review


created on 10/21/2009 10:29:40 AM
Electronically Acknowledged by Theresa Edwards/OAG on 10/21/2009

Employee Performance Evaluation System


Employee Name: Class Title: Unit: Theresa Edwards ASSISTANT ATTORNEY GENERAL-DLA Economic Crime People First ID: Position No.: 856853 000173
09/30/2009

Office of Attorney General

From:

04/01/2009 To: Review Type Supervisor: I. PERFORMANCE EXPECTATIONS (50% of evaluation score): 4.2

Robert Julian/OAG

PERFORMANCE EXPECTATION #1 Accountability/Commitment: Employee demonstrates commitment and loyalty to the mission, goals and
objectives of the agency; seeks professional, personal growth and development; is willing to assume responsibility for decisions and actions; is flexible and cooperative toward working with superiors and co-workers; adjusts to technological and operational changes.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

N/A

Theresa exhibits a true enthusiasm for consumer protection work, and for the goals and objectives of this agency.

programs, tasks with minimal direction. Employee demonstrates fiscal responsibility and efficient utilization of resources, plans and controls expenditures and materials; encourages and/or demonstrates cost-effective performance; and takes action to provide consistently high service levels. Employee determines priorities and allocates time and resources appropriately.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #2 Effectiveness & Efficiency: Employee demonstrates the ability to plan, organize, implement, and administer

Theresa took over numerous cases from attorneys who had left the office. her ability to review these cases and get them up to litigation speed has been impressive. She has begun the process of resolving these cases, while seeking and accepting new investigatins of consequence.

PERFORMANCE EXPECTATION #3 Leadership: Employee demonstrates the ability to influence others and obtain satisfactory results while

maintaining group dynamics; secures cooperation and obtains optimum results through efforts of peers, co-workers and/or subordinates; leads effectively; develops and instructs others; treats subordinates equitably; demonstrates sensitivity and awareness in relating to people; and develops team work.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is the ultimate team player, always encouraging and working well with co-workers and staff.

problems and controversial issues or complaints without referral to superiors; maintains courteous relationship and coordinates work activities; few problems occur because of poor dissemination of information; gives information that is clear and well understood; listens and responds to peers and/or co-workers or subordinates ideas, needs and suggestions; effectively conducts and/or participates in meetings
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

PERFORMANCE EXPECTATION #4 Communication Skills: Employee communicates quite effectively both orally and in writing; normally resolves

N/A

Theresa has done well in handling difficult cases and keeps superiors informed of status of her cases. Is open to suggestions and ideas of others.

manner; uses methods which enhance quality; work is accurate and thorough; amount of work completed meets or

PERFORMANCE EXPECTATION #5 Work Product: Employee meets technical and/or professional standards of work in an effective and efficient

exceeds standards; completes work on schedule; and demonstrates ethical standards in the performance of work responsibilities.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

As stated in PE #1, Theresa has shown great efficiency in handling, in effect, a double caseload. Even given her current workload, she volunteers to handle new cases.

PERFORMANCE EXPECTATION #6 Dependability: Employee demonstrates ability to be consistent in beginning work at regularly assigned time;
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

takes authorized lunch periods and breaks; uses leave in manner that is not disruptive to the work unit; fulfills job requirements including accomplishing tasks on time; and can be relied upon to get the job done.
N/A

Theresa can be counted on to complete any task or assignment on time and with no supervision.

and goals of the department; is dependable and flexible in meeting or exceeding customer expectations; makes the customer feel important; presents a positive attitude; and demonstrates the appropriate customer-focused attitude to assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #7 Customer Service: Employee works effectively with internal/external customers/clients to achieve the mission

Theresa exhibits a very good demeanor when dealing with consumers.

solutions; appropriately responds to new and different solutions; recognizes a problem and uses creativity and effort to identify a solution or answer; overcomes resistance and gains acceptance for technological and operational changes in policies, practices and procedures; and is willing to make decisions.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #8 Problem Solving & Adaptability: Employee develops alternatives and implements practical and effective

Theresa has a wealth of litigation experience which has enabled her to see the alternatives and potential solutions in her cases.

with others; is responsive to questions and concerns; and promotes morale and motivation.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION

PERFORMANCE EXPECTATION #9 Interpersonal Skills: Employee maintains pleasant working relations; exhibits tact and sensitivity in dealing
BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has always been available to mentor some of the less experienced attorneys and contributes to the good morale of the division.

II. KEY Performance Expectations (50% of evaluation score): 4.3

KPI #1 Case Development and Initiative - Seeks out, investigates and researches potential new cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is still burdened by inherited cases, still she continues to find new cases for the division.

KPI #2 Case Resolution and Management - Effectively and efficiently prosecutes cases to conclusion; prioritizes and manages caseload; provides effective direction and instruction to investigators and support staff as needed to develop and manage cases; multitask, regularly updates and advises supervisor of significant issues and case progress.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has been very effective in bringing older cases to a conclusion.

KPI #3 Legal Research / Analysis / Fact Finding Ability - Properly identifies relevant legal issues and legal authority; directs investigations effectively so that necessary evidence is gathered appropriately and efficiently; conducts depositions, interviews, discovery and research as necessary to investigate and gather relevant facts. Keeps up to date with the latest case law and consumer protections issues both within this jurisdiction and nationally.

EXCEPTIONAL

ABOVE EXPECTATION

MEETS EXPECTATION

BELOW EXPECTATION

UNACCEPTABLE

N/A

Theresa is an experienced attorney and does an excellent job in the investigation and prosecution of cases.

KPI #4 Work Product - Prepares work product that is thorough, organized, succinct and contains minimal errors; thoroughly researches and effectively states legal arguments; prepares settlement documents containing appropriate terms and follows office procedures and guidelines; prepares and maintains appropriate case documentation; completes assigned tasks in a timely manner; handles complex and significant cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is high quality and exhibits judgment and a fine attentioin to detail.

KPI #5 Professionalism - Maintains highest standard of professional ethics and integrity; consistently demonstrates fairness, good judgment, maturity, positive attitude, honesty, dependability, loyalty and common sense; willingly accepts new assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has demonstrated an exceptional professional and personal ethic.

KPI #6 Trial Prep. and Oral Advocacy - Effectively communicates legal arguments and factual issues; prepares and maintains exhibits in organized fashion; anticipates legal and evidentiary issues and is prepared with supporting authority and evidence; prepares witnesses for testimony; knowledgeable of rules of evidence and civil procedure; presents theory of case well, reducing complex arguments to simple terms.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's intelligence and experience enables her efficiently prepare for hearings, motions and trials.

Overall Evaluation Scores


Standard Agency Performance Expectations (average of the total all 4.2
applicable expectations)

Key Performance Expectations (average of the total of all KPI's)

4.3 Overall Rating: 4.2

(average of the total of the agency performance expectations score plus the KPI's score) Overall Performance Rating Scale: Outstanding: Commendable: Satisfactory: Needs Improvement: Unsatisfactory: 4.50 to 5.00 3.50 to 4.49 3.00 to 3.49 2.5 to 2.99 2.49 and below

Pursuant to changes in the State of Floridas Uniform Personnel Rules (Florida Administrative Code, Chapter 60L-35), the overall rating scale and ratings for the individual performance expectations have moved from the OAG's 6 point scale to a mandatory 5 point rating scale. This rule became effective on January 1, 2009, for all State Personnel System employee performance reviews held after that date. EMPLOYEES TOTAL PERFORMANCE RATING BY THE SUPERVISOR: 4.2 People First Rating: Commendable
Employee Training & Professional Development Goals Supervisor Comments:

Theresa has been a pleasure to work with and has become a valuable part of the Ft. Laud. burreau. She has become one of the "go to" people in the division.

Supervisor: Reviewer Comments: I concur with the supervisor's assessment. Ms. Edwards is a valued member of the Economic Crimes team.

Reviewer:

Mary Leontakianakos

Employee Training and Professional Development Goals

Division Employee Performance Evaluation System: The Division Employee Performance Evaluation System is a planning and evaluation process. The planning portion is intended to identify specific performance expectations that the employee is responsible for achieving during the rating period and the evaluation portion assesses the employees performance in achieving all expectation standards and goals. The specific expectations, referred to as KPIs in Section 10, developed during planning are not intended to account for all assignments, only those identified as critical or a higher priority. Statement of Professionalism in the Workplace: As employees of the Attorney General, we should operate at the highest standards of integrity and civility. As coworkers, we should treat each other with respect in our actions and our speech; in doing so, we represent the Attorney General. Employees should place the interests of the Attorney General ahead of personal interests in the workplace. We should act with fairness, honesty and personal dignity, and we should extend courtesy to our coworkers at all times. We should seek to resolve disputes with efficiency, fairness and sensitivity. The respect we maintain amongst ourselves as employees of the Attorney General will earn the same from other agencies and the public. Standard of Review: The standard to be applied for all performance expectations is that the employee demonstrates these qualities the vast majority of the time in his or her interactions with co-workers, supervisors and clients; in the personal contributions to work assignments and projects; and when representing the agency or the state. Furthermore, the employee must have demonstrated these qualities consistently in order to meet expectations. Performance Rating: All employees will receive a performance evaluation. A 1, 2, 3, 4, 5, or N/A must be checked for each performance expectation during the evaluation. The following ratings shall apply. Individual Performance Standard Ratings: 5 - EXCEPTIONAL Employee consistently exceeds performance expectations, work quality is extraordinary, requiring little to no supervision in accomplishing assigned tasks, and seeks opportunities to enhance the organization. The employee possesses highly advanced job knowledge, is relied upon to solve complex problems and applies creative and innovative approaches in solving problems. The employee at this level serves as a mentor to other staff members. 4 - ABOVE EXPECTATION Employee consistently meets and often exceeds performance expectations, work quality is excellent, requiring minimal supervision in accomplishing assigned tasks with little or no instruction. The employee possesses a thorough knowledge of the job, often solves or assists in solving complex problems, and demonstrates initiative and ability to help others. 3 - MEETS EXPECTATION Employee consistently meets and may occasionally exceed performance expectations, work quality is good, requiring moderate supervision in accomplishing assigned tasks. The employee possesses sufficient job knowledge and/or initiative to get the job done. 2 - BELOW EXPECTATION Employee exhibits inconsistent job performance but has the capacity to improve to meet expectations, work quality is fair, requiring close supervision in accomplishing assigned tasks where should be operating on own. The employee lacks the initiative and/or job knowledge to execute the required job duties and responsibilities and has demonstrated difficulty in learning the more challenging aspects of the job. 1 - UNACCEPTABLE Employee consistently fails to meet performance expectations, requiring close supervision with continual correction. The employees job knowledge is insufficient to meet daily requirements and has demonstrated little to no capacity to improve. N/A - NOT APPLICABLE No longer applicable/unable to determine. N/A responses do not negatively affect the total performance rating.

Face-to-Face Meeting - Performance Review


created on 04/27/2009 11:45:34 AM
Electronically Acknowledged by Theresa Edwards/OAG on 04/27/2009

Employee Performance Evaluation System


Employee Name: Class Title: Unit: Theresa Edwards ASSISTANT ATTORNEY GENERAL-DLA Economic Crime People First ID: Position No.: 856853 000173
03/31/2009

Office of Attorney General

From:

10/01/2008 To: Review Type Supervisor: I. PERFORMANCE EXPECTATIONS (50% of evaluation score): 4

Robert Julian/OAG

PERFORMANCE EXPECTATION #1 Accountability/Commitment: Employee demonstrates commitment and loyalty to the mission, goals and
objectives of the agency; seeks professional, personal growth and development; is willing to assume responsibility for decisions and actions; is flexible and cooperative toward working with superiors and co-workers; adjusts to technological and operational changes.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

N/A

Theresa exhibits a true enthusiasm for consumer protection work, and for the goals and objectives of this agency.

programs, tasks with minimal direction. Employee demonstrates fiscal responsibility and efficient utilization of resources, plans and controls expenditures and materials; encourages and/or demonstrates cost-effective performance; and takes action to provide consistently high service levels. Employee determines priorities and allocates time and resources appropriately.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #2 Effectiveness & Efficiency: Employee demonstrates the ability to plan, organize, implement, and administer

Theresa took over numerous cases from attorneys who had left the office. her ability to review these cases and get them up to litigation speed has been impressive. She has begun the process of resolving these cases, while seeking and accepting new investigatins of consequence.

PERFORMANCE EXPECTATION #3 Leadership: Employee demonstrates the ability to influence others and obtain satisfactory results while

maintaining group dynamics; secures cooperation and obtains optimum results through efforts of peers, co-workers and/or subordinates; leads effectively; develops and instructs others; treats subordinates equitably; demonstrates sensitivity and awareness in relating to people; and develops team work.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa is the ultimate team player, always encouraging and working well with co-workers and staff.

problems and controversial issues or complaints without referral to superiors; maintains courteous relationship and coordinates work activities; few problems occur because of poor dissemination of information; gives information that is clear and well understood; listens and responds to peers and/or co-workers or subordinates ideas, needs and suggestions; effectively conducts and/or participates in meetings
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

PERFORMANCE EXPECTATION #4 Communication Skills: Employee communicates quite effectively both orally and in writing; normally resolves

N/A

Theresa has done well in handling difficult cases and keeps superiors informed of status of her cases. Is open to suggestions and ideas of others.

manner; uses methods which enhance quality; work is accurate and thorough; amount of work completed meets or

PERFORMANCE EXPECTATION #5 Work Product: Employee meets technical and/or professional standards of work in an effective and efficient

exceeds standards; completes work on schedule; and demonstrates ethical standards in the performance of work responsibilities.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

As stated in PE #1, Theresa has shown great efficiency in handling, in effect, a double caseload. Even given her current workload, she volunteers to handle new cases.

PERFORMANCE EXPECTATION #6 Dependability: Employee demonstrates ability to be consistent in beginning work at regularly assigned time;
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE

takes authorized lunch periods and breaks; uses leave in manner that is not disruptive to the work unit; fulfills job requirements including accomplishing tasks on time; and can be relied upon to get the job done.
N/A

and goals of the department; is dependable and flexible in meeting or exceeding customer expectations; makes the customer feel important; presents a positive attitude; and demonstrates the appropriate customer-focused attitude to assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #7 Customer Service: Employee works effectively with internal/external customers/clients to achieve the mission

Theresa exhibits a very good demeanor when dealing with consumers.

solutions; appropriately responds to new and different solutions; recognizes a problem and uses creativity and effort to identify a solution or answer; overcomes resistance and gains acceptance for technological and operational changes in policies, practices and procedures; and is willing to make decisions.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

PERFORMANCE EXPECTATION #8 Problem Solving & Adaptability: Employee develops alternatives and implements practical and effective

Theresa has a wealth of litigation experience which has enabled her to see the alternatives and potential solutions in her cases.

with others; is responsive to questions and concerns; and promotes morale and motivation.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION

PERFORMANCE EXPECTATION #9 Interpersonal Skills: Employee maintains pleasant working relations; exhibits tact and sensitivity in dealing
BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has always been available to mentor some of the less experienced attorneys and contributes to the good morale of the division.

II. KEY Performance Expectations (50% of evaluation score): 4.2

KPI #1 Case Development and Initiative - Seeks out, investigates and researches potential new cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

KPI #2 Case Resolution and Management - Effectively and efficiently prosecutes cases to conclusion; prioritizes and manages caseload; provides effective direction and instruction to investigators and support staff as needed to develop and manage cases; multitask, regularly updates and advises supervisor of significant issues and case progress.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has been very effective in bringing older cases to a conclusion.

KPI #3 Legal Research / Analysis / Fact Finding Ability - Properly identifies relevant legal issues and legal authority; directs investigations effectively so that necessary evidence is gathered appropriately and efficiently; conducts depositions, interviews, discovery and research as necessary to investigate and gather relevant facts. Keeps up to date with the latest case law and consumer protections issues both within this jurisdiction and nationally.

EXCEPTIONAL

ABOVE EXPECTATION

MEETS EXPECTATION

BELOW EXPECTATION

UNACCEPTABLE

N/A

Theresa is an experienced attorney and does an excellent job in the investigation and prosecution of cases.

KPI #4 Work Product - Prepares work product that is thorough, organized, succinct and contains minimal errors; thoroughly researches and effectively states legal arguments; prepares settlement documents containing appropriate terms and follows office procedures and guidelines; prepares and maintains appropriate case documentation; completes assigned tasks in a timely manner; handles complex and significant cases.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's work product is high quality and exhibits judgment and a fine attentioin to detail.

KPI #5 Professionalism - Maintains highest standard of professional ethics and integrity; consistently demonstrates fairness, good judgment, maturity, positive attitude, honesty, dependability, loyalty and common sense; willingly accepts new assignments.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa has demonstrated an exceptional professional and personal ethic.

KPI #6 Trial Prep. and Oral Advocacy - Effectively communicates legal arguments and factual issues; prepares and maintains exhibits in organized fashion; anticipates legal and evidentiary issues and is prepared with supporting authority and evidence; prepares witnesses for testimony; knowledgeable of rules of evidence and civil procedure; presents theory of case well, reducing complex arguments to simple terms.
EXCEPTIONAL ABOVE EXPECTATION MEETS EXPECTATION BELOW EXPECTATION UNACCEPTABLE N/A

Theresa's intelligence and experience enables her efficiently prepare for hearings, motions and trials.

Overall Evaluation Scores


Standard Agency Performance Expectations (average of the total all 4
applicable expectations)

Key Performance Expectations (average of the total of all KPI's)

4.2 Overall Rating: 4.1

(average of the total of the agency performance expectations score plus the KPI's score) Overall Performance Rating Scale: Outstanding: Commendable: Satisfactory: Needs Improvement: Unsatisfactory: 4.50 to 5.00 3.50 to 4.49 3.00 to 3.49 2.5 to 2.99 2.49 and below

Pursuant to changes in the State of Floridas Uniform Personnel Rules (Florida Administrative Code, Chapter 60L-35), the overall rating scale and ratings for the individual performance expectations have moved from the OAG's 6 point scale to a mandatory 5 point rating scale. This rule became effective on January 1, 2009, for all State Personnel System employee performance reviews held after that date. EMPLOYEES TOTAL PERFORMANCE RATING BY THE SUPERVISOR: 4.1 People First Rating: Commendable
Employee Training & Professional Development Goals Supervisor Comments:

I couldn't be happier with Theresa's work product and professionalism. She is a great asset to this division.

Supervisor: Reviewer Comments: Ms. Edwards demonstrates solid work ethic and professionalism. I appreciate her efforts.

Reviewer:

Mary Leontakianakos

Employee Training and Professional Development Goals

Division Employee Performance Evaluation System: The Division Employee Performance Evaluation System is a planning and evaluation process. The planning portion is intended to identify specific performance expectations that the employee is responsible for achieving during the rating period and the evaluation portion assesses the employees performance in achieving all expectation standards and goals. The specific expectations, referred to as KPIs in Section 10, developed during planning are not intended to account for all assignments, only those identified as critical or a higher priority. Statement of Professionalism in the Workplace: As employees of the Attorney General, we should operate at the highest standards of integrity and civility. As coworkers, we should treat each other with respect in our actions and our speech; in doing so, we represent the Attorney General. Employees should place the interests of the Attorney General ahead of personal interests in the workplace. We should act with fairness, honesty and personal dignity, and we should extend courtesy to our coworkers at all times. We should seek to resolve disputes with efficiency, fairness and sensitivity. The respect we maintain amongst ourselves as employees of the Attorney General will earn the same from other agencies and the public. Standard of Review: The standard to be applied for all performance expectations is that the employee demonstrates these qualities the vast majority of the time in his or her interactions with co-workers, supervisors and clients; in the personal contributions to work assignments and projects; and when representing the agency or the state. Furthermore, the employee must have demonstrated these qualities consistently in order to meet expectations. Performance Rating: All employees will receive a performance evaluation. A 1, 2, 3, 4, 5, or N/A must be checked for each performance expectation during the evaluation. The following ratings shall apply. Individual Performance Standard Ratings: 5 - EXCEPTIONAL Employee consistently exceeds performance expectations, work quality is extraordinary, requiring little to no supervision in accomplishing assigned tasks, and seeks opportunities to enhance the organization. The employee possesses highly advanced job knowledge, is relied upon to solve complex problems and applies creative and innovative approaches in solving problems. The employee at this level serves as a mentor to other staff members. 4 - ABOVE EXPECTATION Employee consistently meets and often exceeds performance expectations, work quality is excellent, requiring minimal supervision in accomplishing assigned tasks with little or no instruction. The employee possesses a thorough knowledge of the job, often solves or assists in solving complex problems, and demonstrates initiative and ability to help others. 3 - MEETS EXPECTATION Employee consistently meets and may occasionally exceed performance expectations, work quality is good, requiring moderate supervision in accomplishing assigned tasks. The employee possesses sufficient job knowledge and/or initiative to get the job done. 2 - BELOW EXPECTATION Employee exhibits inconsistent job performance but has the capacity to improve to meet expectations, work quality is fair, requiring close supervision in accomplishing assigned tasks where should be operating on own. The employee lacks the initiative and/or job knowledge to execute the required job duties and responsibilities and has demonstrated difficulty in learning the more challenging aspects of the job. 1 - UNACCEPTABLE Employee consistently fails to meet performance expectations, requiring close supervision with continual correction. The employees job knowledge is insufficient to meet daily requirements and has demonstrated little to no capacity to improve. N/A - NOT APPLICABLE No longer applicable/unable to determine. N/A responses do not negatively affect the total performance rating.

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