Public Service Commission of the District of Columbia. Performance Evaluation Management System INDIVIDUAL PERFORMANCE PLAN (IPP)

Transcription

1 Rating Period October 1, 2011 to Employee: Benita Anderson Office: Executive Director Job Title: Chief Human Resources Officer Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 1 Motivate customer- and results-oriented employees Performance Management Ms. Anderson will contribute to this goal by: Implementing the FY 2012 Performance Management Plan and Guide, Implementing the FY 2011 Performance Evaluations, and Conducting briefings for Commissioners, office directors, and staff on the new FY 2011 evaluation form. Weighting 15% October 1, Responsibility/Goal No. 2 Motivate customer- and results-oriented employees Policies and Procedures Ms. Anderson will contribute to this goal by: Organizing Employee Appreciation Day Ceremony and Luncheon and other special events, Administering the WMATA SmartBenefits program, Coordinating the Summer Youth Program, Finalizing the telework policy and implementing, Developing an alternative work schedule program, Revising the Commission s time and attendance policy and conducting briefings for Commissioners, office directors, and staff, Finalizing the Employee Handbook, and Conducting feasibility study on various workplace programs (health, worklife balance, morale, etc.). Weighting 30% October 1,

2 Rating Period October 1, 2011 to Employee: Benita Anderson Office: Executive Director Job Title: Chief Human Resources Officer Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 3 Motivate customer- and results-oriented employees Staffing - Classification and Recruitment Ms. Anderson will contribute to this goal by: Supervising the filling of all vacancies, Working with office directors in reclassifying all position descriptions over three years old, Working with DCHR and staff in creating and classifying new position descriptions (now called job specifications) for the DCHR Classification Reform Project, and Procuring and participating in classification training for OHR staff. Weighting 20% October 1, Responsibility/Goal No. 4 Motivate customer- and results-oriented employees Records Management Ms. Anderson will contribute to this goal by: Implementing a records retention plan, including supervising the update of the human resources files, and Updating the employee database. Weighting 10% October 1,

3 Rating Period October 1, 2011 to Employee: Benita Anderson Office: Executive Director Job Title: Chief Human Resources Officer Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 5 Motivate customer- and results-oriented employees Training Ms. Anderson will contribute to this goal by: Preparing and conducting workshops for staff on HR functions and activities, and Coordinating training for staff and maintaining comprehensive training records for staff. Weighting 10% October 1, Responsibility/Goal No. 6 Motivate customer- and results-oriented employees Employee Services Ms. Anderson will contribute to this goal by: Coordinating years of service project for staff to correct errors in retirement information, Preparing contact list of former employees for a Centennial Celebration, Supervising the Time and Attendance process, and Preparing list of invitees to Centennial activities. Weighting 15% October 1, , 2012 Employee Signature, 2012 Supervisor Signature

4 Rating Period: October 1, 2008 to September 30, 2009 Employee: Brinda Westbrook Job Title: Commission Secretary Office: Office of the Commission Secretary Supervisor: Jesse P. Clay, Jr. Responsibility/Goal No. 1: Motivate customer and results-oriented employees by maintaining the administration activities Weighting: 10% Office Administration 1. Oversee the maintenance of the OCMS databases to ensure all source documentation is included as per OCMS procedures. 2. Oversee continual updating of and adherence to OCMS Policies and Procedures Manual. 3. Rank, rate, interview and provide recommendations to fill the Regulatory Docket Specialist and Regulatory Docket Manager positions. Responsibility/Goal No. 2: Motivate customer and results-oriented employees to engage in customer service activities Customer Service Goals 1. Ensure OCMS is in compliance with the Mayor s Customer Service goals and offer additional training, if appropriate 2. Ensure each OCMS staff participates in at least once consumer outreach activity scheduled by the Office of Consumer Services by Weighting: 10% 3. Ensure cross training of staff in at least two task areas

5 Rating Period: October 1, 2008 to September 30, 2009 Responsibility/Goal No. 3: Motivate customer and results-oriented employees by utilizing performance evaluation standards Performance Management 1. Conduct semi-annual performance reviews by July 30, 2012 and conducting yearend performance reviews Weighting: 10% 2. Oversee the repurposing of the position description for the OCMS Staff Assistant and Public Information Assistant positions by Responsibility/Goal No. 4: Educate consumers and inform the public by maintaining and ensuring access to pleadings filed with the Commission Weighting: 45% Regulatory Dockets and edocket

6 Rating Period: October 1, 2008 to September 30, Oversee the implementation of mandatory electronic pleadings filed to the Commission 2. Oversee the ongoing maintenance of the edocket Database 3. Implement outstanding process improvements recommended by the Docketing Improvement Team upon review and approval of the Commissioners 4. Ensure ongoing update of the formal case service lists 5. Ensure synchronization of paper and electronic case files for consumer complaints and confidential pleadings 6. Oversee development and utilization of standardized terminology and data input styles with all filings consistent with the implementation of mandatory electronic filings 7. Ensure ongoing and timely electronic issuance of Commission Orders and other pleadings to parties and Commission staff, and opening and processing new cases 8. Complete the establishment of a registry of case records maintained in OCMS by 9. Ensure accuracy of Daily Notifications of edocket filings. Responsibility/Goal No. 5: Educate consumers and inform the public by maintaining and ensuring access to information in Commission case files Weighting: 15% Records Management 1. Oversee the development, executive management approval, implementation and utilization of the agency s Records Retention Schedule by 2. Oversee the archival and off-site storage of 50 boxes of closed case files by, see attached index 3. Oversee the reorganization of files and file jackets on the retrieval system by 4. Eliminate extra paper copies of pleadings that have been archived

7 Rating Period: October 1, 2008 to September 30, 2009 Responsibility/Goal No.6: Educate consumers and inform the public by ensuring access to older and current pleadings and Commission information Weighting: 10% Website Activities and Enhancements 1. Ensure ongoing and timely update and removal of Commission information from the website 2. Track, analyze and report monthly data for monthly website traffic 3. Ensure the upload of the Index of Commission Formal Cases to the website by December 31, Complete and upload the Index of Commission Orders to the website by February 29, 2012 Employee Signature Supervisor Signature

8 Rating Period: October 1, 2011 to Employee: Richard A. Beverly Job Title: General Counsel Office: General Counsel Supervisor: Betty Ann Kane Responsibility/Goal No. 1: Protecting consumers to ensure public safety, reliability and quality services Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Weighting: 20% Responsibility/Goal No. 2: Regulating monopoly services to ensure their rates are just and reasonable Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Weighting: 15%

9 Rating Period: October 1, 2011 to Responsibility/Goal No. 3: Fostering fair and open competition among service providers Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Weighting: 10% Responsibility/Goal No. 4: Conserving natural resources and preserving environmental quality Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Weighting: 10% October 1, 2012 through

10 Rating Period: October 1, 2011 to Responsibility/Goal No. 5: Educating consumers and informing the public Weighting: 5% Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Responsibility/Goal No. 6: Resolving disputes among consumers and service providers Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Weighting: 20% Responsibility/Goal No. 7:Motivating customer- and results-oriented employees Weighting: 20%

11 Rating Period: October 1, 2011 to Mr. Beverly will contribute to this goal in FY12 in accordance with the attached OGC goals and the Commission s turnaround standards. Employee Signature Supervisor Signature

12 INDIVIDUAL DEVELOPMENT PLAN (IDP) Rating Period October 1, 2011 to Employee: Phylicia Fauntleroy Bowman Office: Executive Director Job Title: Executive Director WHAT? (Objectives) Mandatory MSS class Transgender Training Mandatory MSS class Management Training HOW? (Action Steps) Supervisor: Betty Ann Kane WHO? WHEN? (Accountability) (Start/Target) Attend Self To be determined DCHR has not published the dates Attend Self To be determined DCHR has not published the dates HOW? (Measured Results) Implement results Implement results Employee Signature Supervisor Signature, 20, 20

13 Rating Period October 1, 2011 to Employee: Linda Jordan Office: Consumer Services Job Title: Director - OCS Supervisor: Phylicia Bowman Responsibility/Goal No. 1: Motivate customer- and results-oriented employees. Ms. Jordan will contribute to this goal by: Administrative 1. Managing the overall operations of three OCS programs pay telephone, consumer complaint mediation, and consumer and public outreach and education. 2. Managing the OCS staffing levels including preparing and updating position descriptions, and interviewing applicants for the ARRA consumer specialist position. 3. Managing training and development of OCS staff by identifying, scheduling and tracking relevant job-related training such as Camp NARUC and NARUC Consumer Specialist training for direct reports including managers, staff assistant and the ARRA consumer specialist. 4. Preparing and implementing an OCS/OTRA/OGC training plan to ensure all OCS staff members are trained on emerging issues such as, AMI, dynamic pricing, and demand response by the end of the FY. 5. Preparing IDP s, IPP s, and evaluations for direct reports and self within the required timeframes. 6. Tracking staff s time and attendance and ensuring timesheets and leave slips are accurately and timely submitted. 7. Conducting weekly staff meetings to ensure OCS staff complies with PSC standards, maintain proper office and event coverage, and are updated on relevant PSC issues. 8. Identifying, scheduling, and tracking all community outreach events (excluding meter tests) and staff participation levels at outreaches and forums targeted at ANC, civic associations, social services agencies, seniors and non-english speaking consumers. 9. Serving as the agency s point of contact for the Mayor s Customer Service Business Partners by attending scheduled meetings, preparing reports, and tracking agency s voice mail, and correspondence compliance results. 10. Monitoring OCS staff s compliance with Mayor s Customer Service Standards. 11. Participating in the NARUC Staff Subcommittee conference calls and meetings. Weighting 25% October 2011 to September 2012

14 Rating Period October 1, 2011 to Employee: Linda Jordan Office: Consumer Services Job Title: Director - OCS Supervisor: Phylicia Bowman Responsibility/Goal No. 2: Foster fair and open competition among service providers, protecting consumers to ensure public safety, reliability, and quality service. (Consumer Complaint Mediation Program) Ms. Jordan will contribute to this goal by: 1. Temporarily ensuring that consumer complaints and inquiries received by OCS are processed efficiently and are accurately documented in the CCMS database to meet the fourteen day close performance standard. 2. Implementing new pilot consumer complaint handling process. 3. Managing the consumer informal and formal hearing processes to ensure that requests for consumer hearings are handled and docketed in a timely fashion. 4. Ensuring the accurate and timely preparation, compilation, and distribution of the PSC s quarterly and annual consumer complaint reports. 5. Reviewing and editing all consumer correspondence and quarterly reports including the annual report. 6. Conducting bi-annual consumer satisfaction surveys, compiling the results, and reporting findings to the Commissioners. 7. Managing the scheduling and coordination of natural gas and electric refereed meter tests as well as preparing written reports for the consumers. 8. Managing the master meter inspections and preparing notices re findings for requestors. 9. Scheduling and conducting quarterly results meetings with WG, Pepco, and Verizon to discuss complaints trends. 10. Inspecting all Verizon APLs preparing a report re findings and distributing same. Weighting 25% October 2011 to September 2012 Responsibility/Goal No. 3: Educate consumers and inform the public. (Education and Outreach Program) Ms. Jordan will contribute to this goal by: 1. Supervising the preparation, update, implementation and issuance of the agency s communications plan. 2. Managing the creation, preparation, and updating of consumer fact sheets. 3. Managing and coordinating the timely compilation, production and distribution of the PSC s CY 2011 annual report. 4. Preparing timely responses to all media inquiries. 5. Preparing press releases, fact sheets, PowerPoint presentations and scheduling on camera staff interviews with the media as necessary. 6. Meeting with Council Constituent Services staffs, ANCs and civic groups to disseminate information regarding the role of the PSC, complaint handling, pay telephone and current utility issues. Weighting 20% Timeframe October 2011 to September 2012

15 Rating Period October 1, 2011 to Employee: Linda Jordan Office: Consumer Services Job Title: Director - OCS Supervisor: Phylicia Bowman Responsibility/Goal No. 3: Educate consumers and inform the public. (Education and Outreach Program) (Continued) Ms. Jordan will contribute to this goal by: 7. Editing and publishing The Live Wire, the PSC s annual newsletter. 8. Identifying and reserving locations, drafting ads and coordinating placement of notices of PSC Formal Case community hearings as necessary. 9. Coordinating and participating in the implementation of the AMI Communications plan. 12. Participating in the preparation of the history of the Commission documentary. 13. Continuing to update the consumer and AMI sections of the website. 14. Distributing recyclable bags and magnets to food pantries. 15. Designing and implementing an outreach program, TARGET C to reach the Spanish speaking, senior and low income populations. 16. Preparing the 2011 Annual Report. Responsibility/Goal No. 4: Conserve natural resources and preserve environmental quality. Ms. Jordan will contribute to this goal by: 1. Following up on the implementation of sub-metering rules for commercial buildings, and advising the Commissioners on SEU-related issues, as necessary Weighting 10% October 2011 to September 2012 Responsibility/Goal No. 5: Foster fair and open competition among service providers and protect consumers to ensure public safety, reliability and quality service. (Pay Telephone Program) Ms. Jordan will contribute to this goal by: Administrative 1. Ensuring that pay telephone complaints and inquiries received by OCS are processed (mediated) efficiently and are accurately as well as documented in the OCS database. 2. Processing oppositions to the installation of pay telephones. 3. Managing the pay telephone informal and formal hearing process to ensure that requests Weighting 10% October 2011 to September 2012

16 Rating Period October 1, 2011 to Employee: Linda Jordan Office: Consumer Services Job Title: Director - OCS Supervisor: Phylicia Bowman for pay telephone hearings are handled and docketed in a timely fashion. 4. Ensuring the accurate and timely preparation of the PSC s annual pay telephone status report. 5. Ensuring efficient and timely registration of all pay telephone applications and payments 6. Reviewing and editing all pay telephone initiated correspondence. Responsibility Goal No. 6: Educate consumers and inform the public and protect consumers to ensure safe, reliable and quality services Ms. Jordan contributes to this goal by: 1. Representing OCS on various PSC Working Groups including the Utility Discount Program Education Working Group and the Telecommunications Relay Service Board in FC Chairing the Advanced Metering Infrastructure Task Force in FC 1056 and ensuring that monthly meetings are held, and filings or reports are submitted on time. 3. Advising on customer education plan in FC Contributing to advisory memoranda in FC 1078 re WGL and Pepco s bill formats 5. Contributing to complaints docketed in FC Nos. 1092, 1094, and GD Advising on customer education plan in FC Weighting: 10% Time Frame Due : October 1, 2011 through September 30, 2012, 2012 Employee Signature, 2012 Supervisor Signature

17 Rating Period: October 1, 2011 to Employee: Joseph Nwude Office: Technical and Regulatory Analysis Job Title: Deputy Executive Director for Regulatory Matters Bowman Supervisor: Phylicia Fauntleroy Responsibility/Goal No. 1: Protecting consumers to ensure public safety, reliability and quality services Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Weighting: 25% Responsibility/Goal No. 2: Regulating monopoly services to ensure their rates are just and reasonable Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Weighting: 15%

18 Rating Period: October 1, 2011 to Responsibility/Goal No. 3: Fostering fair and open competition among service providers Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Weighting: 10% Responsibility/Goal No. 4: Conserving natural resources and preserving environmental quality Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Weighting: 10%

19 Rating Period: October 1, 2011 to Responsibility/Goal No. 5: Educating consumers and informing the public Weighting: 10% Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Responsibility/Goal No. 6: Resolving disputes among consumers and service providers Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Weighting: 5% Responsibility/Goal No. 7:Motivating customer- and results-oriented employees Weighting: 25%

20 Rating Period: October 1, 2011 to Dr. Nwude will contribute to this goal in FY12 in accordance with the attached OTRA goals and the Commission s turnaround standards. Employee Signature Supervisor Signature

21 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 1 Motivate customer and results oriented employees Dr. Clay will contribute to this goal by: Streamlining administrative functions, increasing employee productivity, promoting time savings and promoting a safe work environment. Also, by enhancing the opportunity for efficient, effective, timely and cost effective purchase of quality and valued goods and services to meet the Commission s goals and measurements. Weighting: 18% 9/12 Concentrating on the following areas: Enhancing Employee Productivity 1. Enhancing current office space by procuring space planners to assess the need for reconfiguring space or leasing additional space. by March /12 2% Promoting Time Savings 1 Updating the Contracting and Procurement Policy and Procurement Manual to include new OCP rules for processing Sole Source procurement by December, Implementing etravel and e-invoice systems to process travel and training related requests and bills by July Updating and initiating the Commission s Continuity Operations (COOP) Plan by April /12 3% 7/12 1% 4/12 2%

22 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 2 Con t-motivate customer and results oriented employees Fostering the Enhancement of Communications 1. Enhancing the capability of the Commission Hearing Room by continuing to upgrade current systems including installing additional microphones and a camera, and other necessary equipment for the hearing room by June Enhancing the capability of the Commission s Conferences Rooms by continuing to install necessary AV systems to foster inter-office and intra-office communications through meetings held in the conference rooms by June Enhancing the 7 th floor lobby by installing monitors, which will display information on the Commission that will be helpful for customers, staff, and utility regulation persons about events, meetings, and information pertinent to the Commission by January Enable staff to participate in webinars at their individual work stations by March Ensuring the Safety of Staff Dr. Clay will contribute to this goal by: 1. Enhance the security of the Commission space by installing additional security cameras to reduce thievery and provide increased safety of employees by June Install security measures to enable the use of laptops in the office setting by March /12 2% 1/12 2% 1/12 2% 3/12 2% Timeframe/Due : 09/12 Weighting 50% 12/12 1% 12/12 1%

23 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 3 - Motivate customer and results oriented employees Ensuring Financial Savings for the Commission 1. Purchasing goods and services that help to achieve savings that will enable employees to obtain good values at reasonable prices by September Executing contracts and purchase orders between October 1, 2011 September 30, 2021 that enable the Commission to purchase goods and services at the lowest price while obtaining valuable services and quality goods by September / % 09/ %

24 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No.4- Motivate customer and results oriented employees Dr. Clay will contribute to this goal by: Supervise the Office of the Commission Secretary to ensure that administrative goals and functions are met. Also to enhance and facilitate the completion of the Commission Secretary Office s goals and mission such as: 1. Rate, rank, interview, and hire three persons to fill three vacancies. This will enable the Commission to operate at full capacity by February Continue to coordinate a paperless society to eliminate the need for paper documents and enhance staff s ability to better manage time by eliminating the distribution of paper documents in lieu of electronic documents by September Supervise the Information Technology Specialist to ensure that administrative goals and functions are met. Also to enhance and facilitate the completion of the Information Technology Specialist s goals and mission such as: 1. Implement year two of the 5-year IT plan that includes arranging for cable TV service or equivalent, add WI-FI capability to Commission space, procure new laptops, upgrade computer operating system from XP to Windows 7, implement new telephone enhancements as they become available, configure and install new active directory servers to replace older ones by September Implementing efax solutions for the 7 th and 2 nd floors. Implement feasible telephone services for the Commission that are provided by DC Net by September Weighting : 15% Timeframe/Due : 09/12 09/12 5% 09/12 5% 09/12 2.5% 06/12 2.5%

25 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 5 - Motivate customer and results oriented employees Dr. Clay will contribute to this goal by: Weighting: 5% 09/12 Ensuring compliance with the Mayor s customer service standards 1. Work with the Mayor s Correspondence team to ensure a positive evaluation from the Mayor s evaluation team regarding correspondence information, appropriate employee voice mail messages on a monthly basis, timely responses, voic responsiveness, and staffing of agency phone lines by September /12 5% Responsibility/Goal No. 6 - Motivate customer and results oriented employees Dr. Clay will contribute to this goal by: Effectively managing Commission resources in conjunction with AFO to view financial documents as they relate to administrative functions 1. Provide best offers for processing of invoices for goods and services required by the Commission to facilitate the opportunity for the Commission to obtain best quality and best price by September Work with AFO in preparing monthly budgets, spending reports, and other financial reports including CBE reports to ensure that the Commission manages financial resources for maximum benefit by September Weighting: 7% 09/12 09/12 3.5% 09/12 3.5%

26 Rating Period October 1, 2011 to Employee: Jesse Paul Clay, Jr. Office: Office of the Executive Director Job Title: Dep. Exec. for Administration Supervisor: Phylicia Fauntleroy Bowman Responsibility/Goal No. 7 - Motivate customer and results oriented employees Dr. Clay will contribute to this goal by: Designing and implementing a records management (retention) program by September Designing and implementing a quality control program by September Weighting: 3% 09/12 2% 09/12 1% Employee Signature Supervisor Signature, 20, 20