City of Sacramento
Personnel and Public Employees Committee Report
915 I Street Sacramento, CA 95814
www.cityofsacramento.org
File ID: 2023-00970 7/25/2023 Information Item 7.
Annual Report and Performance Evaluation for City Council Appointive Officer - Executive Director of Sacramento Housing and Redevelopment Agency File ID: 2023-00970
Location: Citywide
Recommendation: Informational.
Contact: La Shelle Dozier, Director, (916) 440-1390, [email protected], Sacramento Housing and Redevelopment Agency
Attachments:
1-Description/Analysis
2-SHRA Executive Director Performance Evaluation Template 3 SHRA Executive Director Performance Evaluation & Compensation Policy 4-City Council Resolution 2016-0275
5-City Housing Authority Resolution 2016-0018
Description/Analysis
Issue Detail: The Mayor and City Council are committed to performing regular annual reviews of the Executive Director. Attached is the Executive Director performance evaluation template which has been used in all of the prior Executive Director evaluations.
The City Council (Council) and County Board of Supervisors (Board) are both responsible for reviewing the performance of the Executive Director and have approved a joint City/County performance evaluation committee process for evaluating the Executive Director per City Council Resolution 2016-0275, City Housing Authority Resolution 2016-0018 and approved Performance Evaluation & Compensation Policy.
The Mayor of the City of Sacramento and the Chair of the Board of Supervisors may appoint a joint City/County 2x2 performance evaluation committee.
The Executive Director is to prepare a summary of accomplishments for the period to be evaluated along with goals and objectives and present the summary to the members of the 2x2 Committee for review prior to any evaluation session with the Committee. The Executive Director will then schedule
File ID: 2023-00970 7/25/2023 Information Item 7.
an evaluation session with the Committee and then subsequently with both the Council and Board in separate sessions.
Policy Considerations: SHRA Executive Director Performance Evaluation & Compensation Policy.
Economic Impacts: Not applicable.
Environmental Considerations: Not applicable.
Sustainability: Not applicable.
Commission/Committee Action: Not applicable.
Rationale for Recommendation: Clear communication and performance metrics are at the core of the work of the council and the city. To evaluate the Executive Director on a consistent basis, the Mayor along with the Board of Supervisors Chairperson has the role and responsibility of developing and leading annual performance evaluations.
Financial Considerations: Not applicable.
LBE - M/WBE and Section 3 requirements: Not applicable.
P
erformance Evaluation of La Shelle Dozier, Executive Director Annual Review Period: January 1, 2023, through December 31, 2023 Overview
Summary of the Executive Directors duties to include the following areas:
Essential Job Functions
L
eadership – The Executive Director provides leadership in the administration and management of the Agency and its Non-Profit Entity. The Executive Director is accountable for the overall administration of all Housing Authority programs and projects.
S
trategy – The strategic and operational leadership and direction covers property management and maintenance, financial and asset management, property acquisition and development, resource conservation, resident and community services, tax-exempt bond financing, and program research and evaluation. The Executive Director provides strategic direction in the development and implementation of new affordable and market value housing based upon community need, including RAD projects.
Hu
man Resource Management - The Executive Director provides leadership and direction on all employee and labor relations and Human Resources issues and services and responsible for all employee programs and policies.
Diversity, Equity & Inclusion – The Executive Director is responsible for maintaining a diverse and equitable workforce.
Performance - The Executive Director recruits and supervises senior leadership; oversees the leadership team in establishing and executing equitable personnel policies regarding assignment, direction, training, supervision, and disciplining of agency staff.
E
xternal Housing Policy- The Executive Director works strategically and diplomatically with a wide variety of public officials and governmental entities, nonprofits, large employers, private developers, professional associations, and advocacy organizations collaboratively and persuasively in order to expand and sustain SHRA’s housing inventory.
Board Memberships - The Executive Director represents the Housing Authority on a local, statewide, regional level to promote community awareness of housing programs and services
Performance Evaluation of La Shelle Dozier, Executive Director Annual Review Period: January 1, 2023, through December 31, 2023
2 Evaluation Period Accomplishments
There are multiple Workplan and accomplishments with specific goals associated and attachments:
Project Workplan and Accomplishments
Goal 1:
Strategy:
Measure of Success:
Project Workplan and Accomplishments
Goal 1:
Strategy:
Measure of Success:
Project Workplan and Accomplishments
Goal 1:
Strategy:
Measure of Success:
Performance Evaluation of La Shelle Dozier, Executive Director Annual Review Period: January 1, 2023, through December 31, 2023
3 Evaluation Process
The City Council and Board of Supervisors are both responsible for reviewing the performance of the Executive Director and have approved the following joint City/County performance evaluation committee process for evaluating the Executive Director (CC Resolution 2016-0275, City HA Resolution 2016-0018), and the Executive Director Performance Evaluation & Compensation Policy.
The Mayor of the City of Sacramento and the Chair of the Board of Supervisors may appoint two members each of the City Council and the Board of Supervisors and the City Manager and the County Executive to participate in a joint City/County 2x2 performance evaluation committee.
The Executive Director is to prepare a summary of accomplishments for the period to be evaluated along with goals and objectives and present the summary to the members of the 2x2 Committee for review prior to any evaluation session with the Committee. The Executive Director will then schedule an evaluation session with the Committee and then subsequently with both the Council and Board in separate sessions.
Additional Mayor and Councilmember Comments
Mayor/councilmember comments listed here.
Strategic Goals and Objectives for the Upcoming Evaluation Period
List and describe the strategic goals and objectives that are expected to be achieved in the upcoming evaluation period.
2024 Goals TBD
Performance Evaluation of La Shelle Dozier, Executive Director Annual Review Period: January 1, 2023, through December 31, 2023
4 Performance Evaluation of La Shelle Dozier, Executive Director Annual Review Period: January 1, 2023, through December 31, 2023
5 Sacramento Housing and Redevelopment Agency
POLICY/PROCEDURE INSTRUCTION
TO: Sacramento Housing and Redevelopment Agency Executive Director FROM: Sacramento Board of Supervisors
Sacramento City Council
POLICY SUBJECT: Executive Director Performance Evaluation & Compensation EFFECTIVE: January 1, 2016
Scope and Purpose:
Scope - This policy
applies to the Executive Director of the Sacramento Housing and Redevelopment Agency (SHRA/Agency).
Purpose – The performance evaluation process is intended to provide review and feedback to the
Executive Director to facilitate the effective management of SHRA.
Policy:
County
The Chair of the Board of Supervisors may appoint two members of the Board of Supervisors and the County Executive to participate in a joint City/County 2x2 performance evaluation committee.
City
The Mayor of the City of Sacramento may appoint two members of the City Council and the City Manager to participate in a joint City/County 2x2 performance evaluation committee.
The Committee’s task is
to review and evaluate the performance of the Executive Director.
Sacramento Housing and Redevelopment Agency
POLICY/PROCEDURE INSTRUCTION
Executive Director Performance & Compensation
2 Procedure/Process:
The Executive Director will:
1. Prepare a summary of accomplishments for the period to be evaluated along with goals and objectives, and present the summary to the members of the Committee for review prior to any evaluation session with the Committee.
2. Schedule an evaluation
session with the Committee.
Responsibilities of the 2 x 2 Performance Evaluation Committee:
1. Evaluate the Executive Director’s performance when directed by the Mayor and Chair.
2. Solicit feedback
from their respective governing boards.
3. Provide feedback to the Executive Director
Compensation Adjustments
1. The Executive
Director will receive step increases each year effective on their anniversary date.
2. Increases will not exceed the maximum of the approved Executive Director salary range.
SHRA Human Resources will:
1. Maintain the completed performance reviews in the Executive Directors personnel file.
2. Process annual step increases.
RESOLUTION NO. 2016-0275
Adopted by the Sacramento City Council
August 4, 2016
COMPENSATION FOR SACRAMENTO HOUSING AND REDEVELOPMENT AGENCY (SHRA) EXECUTIVE DIRECTOR
BACKGROUND
A The California Code of Regulations requires that the City Council adopt SHRA’s salary scheduled at a public meeting. (2CCR 570.5) This obligation arises whenever salary ranges are changed to ensure that salary rates are transparent and publicly available.
B These publicly adopted rates are used by CalPERS to determine the appropriate compensation earnable for each SHRA employee when calculating their pension benefit.
C The proposed actions consist of governmental fiscal, organizational or administrative activities that will not result in direct or indirect physical changes in the environment, and as such, do not constitute a “project” under the California Environmental Quality Act (CEQA), Guidelines Section 15378(b)(4).
D The proposed actions consist of governmental administrative and management activities and are therefore categorically exempt under the National Environmental Policy Act (NEPA), 24 CFR 58.34(3).
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, THE CITY COUNCIL RESOLVES AS FOLLOWS:
Section 1. The compensation changes for the SHRA Executive Director are approved as follows:
1. Salary Schedule for SHRA Executive Director
The proposed salary range for the SHRA Executive Director is hereby approved effective March 1, 2016 which adds two additional salary steps (9 & 10) to the existing range which is provided as Exhibit A.
2. Salary Step Increase for SHRA Executive Director
The Executive Director, LaShelle Dozier, shall be placed at Step 7 of the approved salary range effective March 1, 2016.
Resolution 2016-0275
August 4, 2016
3. Joint City/County 2x2 Performance Evaluation Committee The Executive Director Performance Evaluation & Compensation Policy, attached as Exhibit B, is hereby approved. The Mayor of the City of Sacramento may appoint two members of the City Council and the City Manager, and the Chair of the Board of Supervisors may appoint two members of the Board of Supervisors and the County Executive to participate in a joint City/County 2x2 performance evaluation committee to conduct performance evaluations of the SHRA Executive Director.
Table of Contents:
Exhibit A – Salary Schedule
Exhibit B – Executive Director compensation review process Adopted by the City of Sacramento City Council on August 4, 2016, by the following vote:
Ayes: Members Ashby, Carr, Guerra, Hansen, Harris, Jennings, Schenirer, Warren and Mayor Johnson
Noes: None
Abstain: None
Absent: None
Attest:
Shirley Concolino, City Clerk
Resolution 2016-0275 August 4, 2016
Shirley Concolino
Digitally signed by Shirley Concolino
DN: cn=Shirley Concolino, o=City of Sacramento, ou=City Clerk, [email protected], c=US
Date: 2016.09.23 11:25:12 -07'00'
RESOLUTION NO. 2016-0018
Adopted by the Housing Authority of the City of Sacramento August 4, 2016
COMPENSATION FOR SACRAMENTO HOUSING AND REDEVELOPMENT AGENCY (SHRA) EXECUTIVE DIRECTOR
BACKGROUND
A. The California Code of Regulations requires that the City Council adopt SHRA’s salary scheduled at a public meeting. (2CCR 570.5) This obligation arises whenever salary ranges are changed to ensure that salary rates are transparent and publicly available.
B. These publicly adopted rates are used by CalPERS to determine the appropriate compensation earnable for each SHRA employee when calculating their pension benefit.
C. The proposed actions consist of governmental fiscal, organizational or administrative activities that will not result in direct or indirect physical changes in the environment, and as such, do not constitute a “project” under the California Environmental Quality Act (CEQA), Guidelines Section 15378(b)(4).
D. The proposed actions consist of governmental administrative and management activities and are therefore categorically exempt under the National Environmental Policy Act (NEPA), 24 CFR 58.34(3).
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, THE HOUSING AUTHORITY RESOLVES AS FOLLOWS:
Section 1. The compensation changes for the SHRA Executive Director are approved as follows:
1. Salary Schedule for SHRA Executive Director
The proposed salary range for the SHRA Executive Director is hereby approved effective March 1, 2016 which adds two additional salary steps (9 & 10) to the existing range which is provided as Exhibit A.
2. Salary Step Increase for SHRA Executive Director
The Executive Director, LaShelle Dozier, shall be placed at Step 7 of the approved salary range effective March 1, 2016.
Resolution 2016-0018
August 4, 2016
3. Joint City/County 2x2 Performance Evaluation Committee The Executive Director Performance Evaluation & Compensation Policy, attached as Exhibit B, is hereby approved. The Mayor of the City of Sacramento may appoint two members of the City Council and the City Manager, and the Chair of the Board of Supervisors may appoint two members of the Board of Supervisors and the County Executive to participate in a joint City/County 2x2 performance evaluation committee to conduct performance evaluations of the SHRA Executive Director.
Table of Contents:
Exhibit A – Salary Schedule
Exhibit B – Performance Evaluation & Compensation Policy Adopted by the Housing Authority of the City of Sacramento on August 4, 2016, by the following vote:
Ayes: Members Ashby, Carr, Guerra, Hansen, Harris, Jennings, Schenirer, Warren and Mayor Johnson
Noes: None
Abstain: None
Absent: None
Attest:
Shirley Concolino, Secretary
Resolution 2016-0018 August 4, 2016
Shirley Concolino
Digitally signed by Shirley Concolino
DN: cn=Shirley Concolino, o=City of Sacramento, ou=City Clerk, [email protected], c=US
Date: 2016.09.23 11:24:23 -07'00'