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HomeMy WebLinkAbout12 Compensation Benifit Survey Agenda Item # 12 rV1.= Memorandum To: Board of Directors From: Nancy Waters, Human Resources Administrator Date: April 3, 2006 Subject: Compensation and Benefits Survey WHY THIS MATTER IF BEFORE THE BOARD: This matter involves retaining the services of a consultant to perform an employee compensation study to compare wages and benefits to similar agencies. HISTORY: At the March 1, 2006 meeting, the Board authorized Staff to request proposals from qualifed vendors to perform the compensation and benefits study. The RFPs were to be returned by Friday, March 31, 2006. The proposals received would be reviewed at the first meeting in April and the Board would advise Staff which vendors to invite to present their proposals to the Board. NEW INFORMATION: Three proposals have been received. The three companies are: CPS Human Resource Services, Koff & Associates, Inc., and L. B. Hayhurst & Associates, Inc. A copy of each proposal is included in this packet for your review. RECOMMENDATION: I recommend that the Board authorize staff to invite a representative from each of s these three firms to present their proposals at the next board meeting. r s S t Proposal to Provide Professional Services COMPENSATION STUDY Truckee Donner Public Utility District r r i;S March 28, 2006 Nancy Waters Human Resources Administrator Truckee Donner Public Utility District 11570 Donner Pass Road Truckee, CA 96160 Dear Ms. Waters: Thank you for the invitation to submit this information for the study that the District is preparing to initiate. I believe that as you review our proposal You will find our work plan responsive to the needs of the District and reflective of your and our high expecta- tions for quality services. This letter is to assist you in understanding the unparalleled quality of service and experi- ence we will bring to your study. Our Project;Manager is notjust a theorist who has been able to walk away after performing a study. He is an experienced public sector profes- sional who has worked through the issues you are facing, and then managed the final out- come with staff in his own agency. Our approach to this study will be one of open communication. No study can be imple- mented unless it is successful and no study can be successful unless everyone has input and an understanding of what is to be accomplished. We want comments and questions and we listen, for that is the only way to produce the best final product. Studies of this type are essential to the healthy maintenance of an organization and we take them very seriously because we know that they impact the District's most important asset; its peo- ple. Again, thank you for the opportunity to submit this proposal. We look forward to the possibility of working with you and the District. Sincerely, z s Carolyn Hayhurst Vice President Attachment: Proposal to Provide Professional Services. C N/s TABLE OF CONTENTS Executive Summary 1 Introduction 3 Identification& Services 3 Project Understanding 4 Scope of Service (Study Process) Phase I -Project Initiation Phase II- Compensation 6 Estimated Project Timing 8 11 Personnel and Roles 12 Working Relationships I` Project Organization Chart 13 Consultant Staffing I Biographies IS References 17 ClassAndComp.com 18 Sample Report Pages Appendix Cost Proposal Submitted Under Separate Cover r F yY Y EXECUTIVE SUMMARY L.S. HAYHURST & ASSOCIATES is pleased to have this opportunity to work with the Truckee Donner Public Utility District on this very important project on behalf of the employees and the organization. As a firm, we have recently conducted numerous organ- izational, classification and compensation studies for a variety of agencies. As managers, the individuals assigned to this project have hands-on experience dealing with organiza- tional, classification and compensation issues for agencies of all sizes. We are eager to assist the Truckee Donner Public Utility District in this endeavor. The purpose of this section of the proposal is to highlight and summarize the services that we will provide to the District for this project and to introduce you to our firm. A more explanatory description of our services can be found in the body of this -Proposal to Pro- vide Professional Services", THE FIRM Key to the success of any classification and compensation project is the experience of the individuals who will be performing the work and conducting the analysis. Consistent with this, L.B. HAYHURST & ASSOCIATES is comprised management and human re- source professionals who have held executive and management positions in the private and public sectors. As a firm we are confident that our unique structure, which allows us to take advantage of local government's brightest and most experienced practitioners will ensure project success in all of the firm's service areas. Full biographies for assigned pro- ject staff are included in this proposal. IDENTIFICATION & SERVICES Our firm is a California Corporation located in Novato, California. Since beginning op- eration in 1992, we have completed numerous organization, classification, compensation and other studies for public agencies. A reference list of some representative projects can be found in this proposal. Our client list is available upon request, s In addition to classification and compensation studies, our firm provides a full array of other management and human resources consulting services. Our client list outlines over s 200 human resources projects we have completed and is available upon request. ; G Y L.B. HAYHURST& ASSOCIATES, Inc. Page 1 SCOPE OF SERVICE Briefly outlined, our scope of services will include: Review of background materials including organizational charts, current class specifications and existing compensation plan. Initial meetings and briefings. Determination of appropriate benchmark classifications. Conduct compensation survey (salaries and benefits) of an identified labor market. Develop externally competitive and internally equitable recommendations for each classification included in the study. Present compensation report of our finding and recommendations, in drgft and final. Formal presentation of fndings and recommendations, NOTE, • This proposal is valid for 90 calendar days from the date submitted. • This proposal is based on the assumption that all job descriptions are accurate and up-to-date, and that no classification reviews are necessary. Respectfully submitted, Carolyn Hayhurst Date Vice President E 5'f 3 r r t5i L.B. HAyHURST& ASSOCIATES, Inc. Page =' INTRODUCTION This section of our proposal will touch on our firm's identification and history and high- light the different types of service that our firm is qualified to perform. IDENTIFICATION & SERVICES L.B. HAYHURST & ASSOCIATES, Inc. Address: 27 Commercial Blvd., Suite C—Novato, CA 94949 Phone: (415) 884-0544—Fax: (415) 884-0533 Web pages: ww-w.human-resource com—AMy classandcomp com This firm is a California Corporation. The Corporate Officers are: FLonnie B. Hayhurst, President and CEO—Email: Lonnie(a)LBHavburst com Carolyn D. Hayhurst, Vice President and CFO—Email: Carolyn(a7LBHavhurst com Having over 20 years of public sector human resources management experience, the business was established on August 11, 1992 by Lonnie B. Hayhurst. The firm began full-time operation in 1994. We are a full service, multi-disciplined consulting firm comprised of twelve management and human resource professionals. These professionals work with the firm as employees or individual subcontractors. As a firm we are confident that our unique structure, which allows us to take advantage of the brightest and most experienced practitioners, will en- sure project success in all of the firm's service areas. Although our services can be tai- lored to meet most of our client's needs, the core of our public sector services revolves around the following disciplines: Executive Search Organizational/Operational Studies Recruitment/Selection Support Management/Supervisory Classification Studies and Staff Development Training Compensation Studies Online Classifcation and Compensation Dada r Our client list outlines over 200 human resources projects we have successfully completed and is available upon request s z S F 5f S t L.B. HAYHURST&ASSOCIATES, Inc. page 3 i PROJECT UNDERSTANDING The Truckee Donner Public Utility District is a special district providing electric service and water service to the Truckee area. The District employs approximately 67 persons allocated into 31 job classifications. The District's Board of Directors would like a study conducted to compare wages and benefits of the District's employees to similar agencies within the market area. The Dis- trict would like a study conducted in a manner that insures complete independence and objectivity, using the best practices customarily employed in such work. As such, the consultant selected will report directly to the Board of Directors, but will need to work with District staff to obtain necessary information. L.B. HAYHURST & ASSOCIATES, UNC. is very pleased to have the opportunity to as- sist the "Truckee Donner Public Utility District in its endeavor to update its compensation plan. We are prepared to commence efforts immediately upon notification of contract award. s s' t `s s r 5 i z 5 L.B. HAYHURST&ASSOCIATES, Inc. Page 4 ' PROJECT UNDERSTANDING The Truckee Donner Public Utility District is a special district providing electric service and water service to the Truckee area. The District employs approximately 67 persons allocated into 31 job classifications. The District's Board of Directors would like a study conducted to compare wages and benefits of the Districts employees to similar agencies within the market area. The Dis- trict would like a study conducted in a manner that insures complete independence and objectivity, using the best practices customarily employed in such work. As such, the consultant selected will report directly to the Board of Directors, but will need to work with District staff to obtain necessary information. L.B. HAYHURST & ASSOCIATES, INC. is very pleased to have the opportunity to as- sist the Truckee Donner Public Utility District in its endeavor to update its compensation plan. We are prepared to commence efforts immediately upon notification of contract award. t a W s Y 4. L.B. HAYHURST&ASSOCIATES, Inc. page 4 SCOPE OF SERVICE (STUDY PROCESS) All District personnel will see that our consultants embody the firm's corporate culture and expectations. Such expectations include: • Personal approach at all levels • Listen, listen and listen some more • Responsive to employee issues and concerns This section of our proposal will highlight the study process that we will use with the Truckee Donner Public Utility District. Carefully integrated with the study process are our proven and effective methodologies. Reflective of the District's need for responsive compensation recommendations that identify and address key employee issues, L.B. HAYHURST & ASSOCIATES is prepared to conduct the following tasks. These tasks are organized into the following phases: • Project Initiation Phase • Compensation Phase 3 { i i i `z 5 L.B. HAYHURST&ASSOCIA,rES, Inc. Page 5 z IZ PHASE I - PROJECT INITIATION The intent of this initial phase of the study is to gather necessary documents and informa- tion; to introduce all parties involved in the study; and to reach a consensus as to the work schedule, additional tasks to be completed if any, and project timing. Task I DATA GATHERING Immediately upon notification of the contract, Project Consultants from our,firm evdl ini- tiate telephone contact with representatives from the District in an effort to gather all pertinent background information before the commencement of meetings. (Task 2) INITIAL STUDY OF THE ORGANIZATION SAVES TIME: Our Project Manager will immediately seek to gain a full understanding of the project for the Truckee Donner Public Utility District and will subsequently coach the project team into a full understand- ing, including history, study goals and objectives. In order to do this the Project Manager will request from the District all pertinent information regarding the organization. This task typically involves the request for organization charts, class plan, current job specifi- cations, salary and benefit plans, previous organizational, classification andfor compensa- tion plans and District budget. Additional documents may be requested, as necessary. i z s h L.B.HAYHURST&ASSOCIATES, Inc. page 6 i f Task 2 INITIAL MEETINGS/BRIEFINGS Representatives of L. B. HAYHURST & ASSOCIATES will meet with District manage- ment to discuss issues and concerns involved in the study and to modify approaches and/or methodologies appropriately. Additionally, it is important to be aware of and gain an understanding of any compensation issues from all perspectives UNDERSTANDING THE DESIRED APPROACH: The Truckee Donner Public Util- ity District has decided to have this study conducted for the good of its employees and the organization as a whole. Through initial project meetings with representatives from the District, we will seek to thoroughly identify issues and concerns regarding the study prior to moving forward with subsequent tasks. In tandem with the District, we will modify our documents as necessary to best reflect the goals of the study. Further, we will work with all parties concerned to establish workable time frames for each phase/task of the study. Our goal is to provide a finished product that is understood and accepted by eve- one. In that the intent of this study is to update the District's compensation plan, it is important for our consultants to gain a full understanding of any compensation issues from all perspectives. It is assumed that the department managers will assist the co sues ants in gaining a full understanding of the department organization and any unique char- lt- acteristics of the department. Additionally, if desired, we will be available to meet with employee groups to obtain insight into issues from their perspective. Y } d { L.B. HAYHURST& ASSOCIATES, Inc. Page 7 t PHASE III -- COMPENSATION ,4 � e \ G \ YI Task 1 DEVELOPMENT OF COMPARISONS AND BENCHMARKS After reviewing the District's unique characteristics and working closely with the Dis- trict, we will develop a labor market comparison survey. Also working closely with the District we will recommend benchmark classes to be used in gathering information from the comparable agencies. COMPARISONS AND BENCHMARKS: We will conduct a comparison survey that will identify key characteristics about similar agencies that make them a particularly ap- propriate Labor market match for the District. Additionally, we will review the overall classification plan to identify appropriate benchmark classes. It is critical in determining benchmark classes that a clear picture of internal relationships is established to ensure that a salary plan can be developed and kept updated for all classifications from the data gathered on the benchmark classes. Task DE VEL OPMENT OF S UR VE Y PA CKE T We will develop a survey instrument to gather information on the comparable agencies' salaries and benefits, including costs of'benefits. The survey will be conducted in com- pliance with any requirements of the Truckee Donner Public Utility District. REAL WORLD EXPERIENCE HELPS HERE, TOO: We will write, phone, visit, and/or research the internet for information on comparable agencies' classes and compen- sation. Information gathered generally includes salary schedules, organization charts and class specifications. Members of our team have worked closely with human resources professionals in many agencies and will have a better chance of getting accurate, up-to- date information than someone who is not familiar with the process. The format of how this information will be presented will be worked out with management to ensure usable information. r L.B. HAvtIUR.S'T&ASSOCIATES, Inc. Page $ s Task 3 ANALYSIS OF COMPENSATION INFORMATION t,'pon receiving information from the survey agencies, our team of consultants will thor- oughly and carefully analyze the information to ensure that we have accurate matches. This generally requires truck follow-up and review ofadditional information. MATCH "APPLES TO APPLES": It is critical to the District that we use only accu- rate and up-to-date information from the labor market when we compare District com- pensation levels. Relying on our understanding of the District's classifications (which is thorough, based on the job descriptions and meetings with District staff and officials) we will be able to ensure accurate and defensible labor market matches. We match duties and responsibilities, knowledge, skill and abilities, not just job titles. Task 4 REVIEW OF PA YPOLICIES When salaries are being studied, we will also perform a review of your current structure. We will make recommendations based on our findings on how the District can more ac- curately reflect the market and address internal and external equity issues, while reflect- ing sound financial considerations and promoting employee morale. WE ARE NOT JUST THEORISTS: We have developed and implemented many or- ganization-wide classification studies including salary and benefit determinations. We have managed the outcome because in many instances it was our own staff. We are ex- perienced practitioners. Task S REPORTS We will present our salary and benefit findings in draft to allow for review and,further research, if necessary. lifter review by the District we will present the ftaal report detailed final report will be prepared for the District outlining responsive compensation recommendations. s td t f t Y ))J F L.B. HAYHURST&ASSOCIATES, Inc. Page 9 S THOROUGH AND COMPLETE: The report of our findings and recommendations will be thorough and complete. We will analyze information from the District's compa- rable agencies, including an analysis of benefit costs, as well as an analysis of internal relationships. It will take all appropriate factors into consideration before the formulation and distribution of the report to the District. During any compensation survey, a situation may arise where not enough appropriate comparable classes are found to provide a statistically viable labor market,inding. In these situations, we employ several steps to establish recommended compensation levels. First, we review the compensation levels ofsimilar classes within the organization (e.g., similar levels oflicensing, similar levels ofprogram complexity, levels ofsupervision ex- ercised and received, etc,) to assist in alignment Secondly, we review internal alignment as related to compensation received by those classes that report to the class under study. It is important that there are appropriate vertical differentials to avoid issues of salary compaction. SUMMARY Our proposed study process is comprehensive and includes all tasks that are necessary to provide the District with a responsive compensation plan, reflective of the District's unique organizational design and characteristics. As can be seen in the projected study timing section to follow, many tasks can and will be conducted concurrently. DISTRICT BOARD SESSION: If desired, we will provide a formal presentation of the compensation findings and recommendations to the District Board. a { 2 i { L.B. HAYHURST&ASSOCIATES,Inc. Page 10 f ESTIMATED PROJECT TIMING Although we are flexible in project timing, our proposed timing of all tasks listed in the Study Process section of this proposal follows. PHASE I-Pro iect Initiation WEEK# 1 2 3 4 5 6 7 8 Task t Data atherin Task 2 Meetin g s,/briefings PHASE H- Compensation WEEK# 2 3 4 5 6 7 8 9 10 11 12 13 14 Task 1 Benchmarks Task 2 Surve Task 3 Anal sis Task 4 Review a olicies Task 5 Findin s draft District review Consultant anal sis Recommendations(final) Formal presentation s } 5 s l i, F *f L.B. HAYHURST&ASSOCIATES, Inc. Page I I PERSONNEL AND ROLES WORKING RELA TIONSHIPS As is illustrated in the project organization chart on the following page, the District is ul- timately"in-charge"of this project. It is L.B. HAYHURST&ASSOCIATES' mission to listen carefully to the needs of the District and subsequently, to take a personal approach to respond to those needs. In order to address the needs of the Truckee Donner Public Utility District, our firm will seek to develop working relationships with all management, supervisory and staff employees. Using our personal approach, we will gather all data and information necessary to the successful formulation of the District's updated com- pensation plan. The only District staff or resource we will need is a contact person to schedule and ar- range any meetings and to forward necessary information. NOTE. We encourage and appreciate employee group involvement. s f s i s 3 r L.B. HAYHURST&ASSOCIATES, Inc. page 12 PROJECT ORGANIZATION CHART Illustrated below is the proposed organization chart for the District's compensation s ` Complete biographies for the team are provided in this proposal. Truckee Donner Public Utility District Lonnie Hayhurst, President Project Manager Carolyn Hayhurst, VP/CFO Office Manager Clerical Support Staff Kristin Holden Assistant Vice President "i w3 As the exhibit illustrates, it is the District, not the consultant who has overall pr ` management authority. L.B. HAYHURST & ASSOCIATES understands this, an flexible with any unexpected situation or issue that may arise during the course o study. The only District staff or resource we will need is a contact person to schedule an range any meetings and to forward necessary information. y •Y q� 1 L.B. HAYHURST&ASSOCIATES, Inc. Page CONSULTANT STAFFING CONSULTANT DUTIES: Lonnie Hayhurst, President and Owner of L.B. HAYHURST & ASSOCIATES will be serving as Project Manager for the duration of this study. As project manager, Mr. Hayhurst will be responsible for ensuring that the high standards of the firm are met and will assume full responsibility for project success and timing. He will be in routine con- tact with representatives of the District and will schedule in, and resolve all outstanding issues as they arise. He will oversee all components throughout the duration of the pro- ject and will hold quality control responsibility for all work and end products for the pro- ject. In essence, what this means is that nothing will leave our office without the prior approval of Mr. Hayhurst. Additionally, Mr. Hayhurst will directly participate in all sub- stantive tasks of the project, such as meetings, research, analysis, and recommendations. Kristin Holden, Assistant Vice President may directly participate in all phases and tasks of the project. These duties may include, but not necessarily be limited to providing support assistance to Mr. Hayhurst, analysis and making recommendation as to labor markets and benchmark classifications, collection and analysis of external base salary and total compensation data, contributing to salary and total compensation recommendations, and report preparation. Ms. Holden is an employee of the firm. Clerical Support Personnel will assist the consultant team. Biographical resumes for the project team follow s z L.B. IJAYHURST&ASSOCIATES, Inc. Page 14 Lonnie B. Hayhurst Lonnie B. Hayhurst,President Mr. Hayhurst is President and owner of a management and human resource-consulting firm that has been providing a variety of consulting services to public agencies and private busi- nesses since 1992. The firm has a group of associates and employees to serve clients with such issues as management audits, organizational analysis, executive search, training, man- agement coaching, classification and compensation studies, principled based problem solving and much more. From 1989 to 1994, Mr, Hayhurst served as Deputy County Administrator, Human Re- sources for Marin County, California where he administered the Human Resource system for the County's 1860 employees including Recruitment, Testing, Classification and Pay, Bene- fits Administration, Labor Relations, Affirmative Action, Volunteer Program, County-wide Training and Development. Additionally, Mr. Hayhurst managed an Executive Search pilot project in which the County increased revenues and improved City/County relationships by providing executive search services to surrounding municipalities. Due to his positive influ- ence on the County, when Mr. Hayhurst resigned in June 1994 to consult full-time, the County Administrator and the Board of Supervisors offered him a contract to serve as Chief Negotiator for all 16 labor contracts for the upcoming fiscal year. From 1984 to 1989, Mr. Hayhurst was with the City of Fresno, California where he served as Division Head responsi- ble for Recruitment, Selection, Records Management, Affirmative Action, Classification, Salary Administration, Workers' Compensation, UIB, and Safety services for the City's 2,700 employees. From 1977 to 1984, Mr. Hayhurst was with Fresno County where he served as Division Head responsible for Recruitment, Selection, Records Management, Affirmative Action, and County-wide Training to provide services to the County's workforce of 5,500 employees. Mr. Hayhurst has a history of opening communication lines, encouraging input from employ- ees, management and community groups and facilitating understanding and agreement. He has successfully chaired many joint committees over the course of his career. Mr. Hayhurst holds a Bachelor's Degree in Political Science and has completed graduate studies in Public Administration from California State University, Fresno. He has been the President of the Industrial Relations Research Association of Central California, President of € the American Society for Public Administration of Central California, and a member of the Board of Directors for the International Personnel Management Association of Northern z California. Mr. Hayhurst is a current member of the International Personnel Management Association and their Western Region chapter. 4 L.B. HAYHURST&ASSOCIATES, Inc. Page 15 Kristin L. Holden Kristin L. Holden Ms. Holden's work` the full spectrum of human resources con- suiting. Since joi ago, she has conducted or assisted with a variety of personnel, ding classification and compensation stud- ies for a wide spec deluding El Dorado County Transportation Commission, FEiPMI. Fresno Housing Authority, Novato Sanitary District, Metropoli ' lion, Port of Oakland, Santa Clara Valley Water District, and `Avalon, Cloverdale, Cotati, Covina, Fort Bragg, Half Moon on, King City, Lathrop, Lincoln, San Ja- cinto, Santa Clarita' =Whittier and Yucaipa; organization studies for the Metropolit ion, Port of Oakland, and King City; and numerous executive Lion services for a variety of positions and agencies. In classification stud "nsibility for providing orientation sessions with employees, cod dual interviews, making recommendations to classification pl g job analysis, and drafting of comprehen- sive class specifical related consulting responsibilities include analysis and makin or markets, collection and analysis of ex- ternal base salary " and contributing to salary and total com- pensation recomme` ,Holden provides assistance with data gath- ering and analysis, and documentation of systems and proce- dures. Prior to joining the- � perience dealing with conflict mediation, staff development counseling through her employment with Highland Ridge Ho ` and Kids Together. Ms. Holden is quali rpret personality-profiling instruments in- ' cluding Myers-Brig " t Ms. Holden graduat Utah with a Bachelor of Science degree in Psychology and has;, onoma State University. She has been ac- tively involved with; 1 h as the YWCA, Neighborhood Clean Up, and The Battered Iden is a current member of the Northern California Chapter ' Management Association for Human Re- sources and the Nort Testing Council, F SOCIATES, Inc. Page 16 REFERENCES Contact: Pam Carder,City Manager-or Yvonne Quiring,Assistant City Manager Phone: 209 858-2860 x7224 Nature of the Reference: 7Citywide classification and compensation studies. Contact: Don Turko,Director of Human Resourceg'of San Joaquin County (farmer 1'ersonttel Director of Bette Gouniy) Phone:- 209 418-3370 Nature of the References Numerous classification and compensation studies. Contact. Ken Stripl o,Assistant City Manager Phone: 661-255-4336 Nature of the Reference: Citywide classification and compensation study. Contact: Richard Lathy,General Manager/District Engineer Phone: (209)385_7637 Nature of the Reference: Agency-wide Classification and Compensation study. t. Contact: Robert Neiuber,Human Resources Manager Phone: 626 858-7220 Nature of the Reference: Citywide classification and compensation study. Y Ilany additional references and our client list, ( which outlines over 200 successfully completed projects are available upon request. f: i L.B. HAYHURST&ASSOCIATES, Inc. Page 17 t: ... ClassAndComp,com TION AND,COMPENSATIONDATA is a division of L.B. Hayhurst & Associates, Inc. This web- ublie agencies use to share their classification and compensation online via a consolidated compensation website: ww-w.classandcomp com are to,free stafftime associated with compensation studies, both ` d those you perform, and to provide an easy-to-access, internet on and compensation data, with a built-in compensation survey lic agencies. 7 Your agency's compensation data and job descriptions are ' d included in a centralized clearinghouse of public agency classi- �pensation data— never respond to compensation surveys again! at costs, and MOUs are displayed along with salaries and job de- easily gather compensation data on other member agencies with a `total comp" survey tool — conduct surveys online in one-tenth `member data can also be included in your online survey.) er service by displaying data on your agency website! A direct, ,from your agency's website to your agency's online compensation criptions is available — be responsive to those wanting your in- link bypasses the login process and links only to your agency's lional feature means you would no longer need to administer the f your agency's class and comp data in-house.) dy client of L.B. Hayhurst & Associates, Inc., we will substan- p. The set-up fee is normally $1.350 for your size agency. The a $600 set-up fee, which also pays for the first year of service. taintenance fee would be $600. Itudeomn.com. Access to data is unrestricted and free of charge �1 i L.6. HAYHURST&ASSOCIATES, Inc. Page l$ APPENDIX The following report pages are presented to show a representative sample of the type of informa- tion we can present to our clients in their reports. We customize our reports to best meet the needs of our clients in presenting them clear, under- standable and usable information. The format of how the information is to be presented will be worked out with the District prior to presentation of our findings to assure usable information. k S 5 2 Y f: f: z c is 9: DISCUSSION OF RECOMMENDATIONS: J Accounting Technician I — The top step salary for this class has been placed 15% below the Accounting Technician II class to allow proper separation between classes in a class series. We recommend that the salary be adjusted accordingly. This results in a 20% increase for this class. 0 Accounting Technician 11 - The labor market indicates that this class is approximately 22% below the median top step salary of the comparisons. We recommend that the salary be ad- justed accordingly. 0 Accounting Technician III - This class has been placed 7.5% above the Accounting Techni- cian II class to allow proper separation between classes in a class series. This results in a 25% increase in the top step salary. The Accounting Technician III class total top step salary was previously only 5% above the II level. That separation does not adequately account for the duties performed by the III level class. 0 Assistant Planner— The top step salary for this class has been placed 15% below the Associ- ate Plainer class to allow proper separation between classes in a class series. We recommend that the salary be adjusted accordingly. This results in a 7% increase for this class. 0 Associate Planner — The recommended top step salary for this class is based on the median top step salary of the comparisons. Because this is a new level in the class series, the rec- ommended salary does not directly reflect an increase or decrease. Y !Y t S L.B. HAYHURST&ASSOCIATES, Inc. Page I RECOMMENDED T TABLE Title ;Median top Curre cent Reason step % Ste ease Difference Sala` Accounting Technician I N/A 247� :°'20 Internal Accounting Technician It -220/4) 281I 2 Market Accounting Technician III N/A 294 '75 Internal Assistant Planner N/A 415 7 Internal Associate Planner New Ne A Market Building Inspector I N/A 376, 2 Internal Building Inspector If -2% 4152 Market Building Technician I N1A Ne, Internal Building Technician 11 -2% 3762 Market L.B. HAYHURST&ASSOCIATE 2 CLASS: ACCOUNTING TECHNICIAN II AGENCY COMPARABLE TITLE MIN MAX SALARY SALARY NOTES �it of San Jacinto1-1ccounting Technician 3047 3703 it of Patm Springs ccount Specialist 2985 3636 'it of Murrieta Accountin Technician 2953 358 it of Chino ecountin Technician 292 3550 'it y of Colton ecountin Technician it 2885 3507 'it of Cathedral City ccounting Technician 286_ 3487 City of II land Accountin Technician 2776 3375 it of Indio Accountin Technician 2407 3225 t of Rialto ccounting Technician 2553 3103 it of Covina ccount Clerk II 2435 295. it -ofTemecula Accounting Assistant 2265 2900 it of Redlands ccounting Technician It 2322 2832 'i , of Hemet cco 'n*�Techtciar II 2305 2801 Lake Hemet Munici al Water District o Com arable Class San Gorgonio Pass Water District o Comparable Class MEAN 2701 A3322°/g+/_MEN 210 MEDIAN 2823 3431 MEDIAN -22%1 -22°/ L.B. HAYHURST&ASSOCIATES, Inc. Page � ED INTERNAL RELATIONSHIPS ' Recommended Top Step Salary) Recom Title Associate Planner Plans Examiner Senior Public Works Inspector Senior Engineering Technician GIS/Graphics Coordinator/Web Coordinator Info Tech Com& Network Technician Assistant Planner Network Systems Administrator/Web Programmer Building Inspector if Engineering Technician 11 Lead Equipment Mechanic Purchasing Assistant Water Quality&Conservation Spec. Code Enforcement Officer 11 Field Operations Leader Water Production Systems Operator 11 Information Technology Support Technician Building Inspector I Building Technician 11 Housing Technician Planning Technician Lead Tree Trimmer Equipment Mechanic Accounting Technician III Business License Technician { 4 Current Recommended Finance Department Finance Department Purchasing Assistant Purchasing Assistant $4057 $4057 Business License Technician Business License Technician $3413 $3690 T 16% 00/0 Accounting Technician III Accounting Technician III $2943 $3690 0 TS la T7.5% Accounting Technician 1I Accounting Technician II $2801 $3431 T 13% +15% Accounting Technician I Accounting Technician I $2476 $2971 is 1 L.B. HAYHURST&ASSOCIATES Page I s is MAJOR BENEFIT EVALUATION • Retirement: The majority of the comity of Hemet, pro- vide general unit employees wi p th a 2°%@ • Health: Most agencies provide medic rage for their em- ployees. A comparison of the contributfo- in light of the fact that several of the surveyed agencies co itpenses for dental and/or vision and do not report a monthly " g shows how the City compares to the average maximum at Cit of Hemet A renc Avera $580 $731 Using the rough numbers provided, it appears th `des a contribution that is about 26% lower than comparable agencie provide an analy- sis of the level of benefits provided by this con edical experience rating must also be considered in order to evaluate benefit. • Vacation: Vacation accrual rates vary b ,sake of compari- son, we have selected what an employee) years of service. The following chart provides a compariso of the ag encies. City of Hemet A ency Avera¢e' t< 160 hours/yr 158 hours/yr It would appear that at the ten (10) year mar" ` vides the mean hours/year of vacation time than comparable age f the comparison agencies include sick leave in their vacation allo n into considera- tion when assessing the agency mean. • Sick Leave: With few exceptions, most a ' s in all of the bar- gaining units with 96 hours of sick leave City of Hemet's practice. Two agencies include sick leave i i • Holidays: The average number of hol surveyed is 13.6 days/year. The City of Hemet currently pr:1 olidays including j two floating holidays. s • Deferred Compensation Programs: surveyed have a Deferred Compensation Program availabl" ibute to the pro- gram. The City of Hemet similarly has this z L.B. HAYHURST&ASSOCIATE Page 2 MAJOR BENEFIT SUMMARY SHEET Agency . _ Maximum Vacation Sick Holidays Deferred ment • iComp. City of Hemet 2%"0 55 MDV = 160 hrs/yr 96 hrs/yr 12 dyslyr Yes - optional $580/mo City of Cathedral 201;@ 55 MDV = 168 hrs/yr 96 hrs/yr 12 dys/yr Yes — match up City $661/mo to $334/yr City of Chino 2%_@ 55 MDV= 190 hrs/yr 120 hrs/yr 75.4 dys/yr Yes - optional $825/mo City of Colton 2% @ 55 MDV = 120 hrs/yr 96 hrs/yr 16 dys/yr Yes - optional $778/mo City of Covina 2% @ 55 MDV = 144 hrs/yr 96 hrs/yr 13 dys/yr Yes - optional $566/mo City Indio 2% @ 55 MD = 144 hrs/yr 96 hrs/yr 15 dys/yr Yes - optional $650/mo City of Morrieta 2% @ 55 MDV = 192 hrs/yr Inc in va- 11 dys/yr Yes - optional $819/mo cation City of Redlands 2% @ 55 MDV = 135 hrs/yr 96 hrs/yr 14 dys/yr Yes- optional $1497/mo City of Rialto 2% @ 55 MD = 128 hrs/yr 120 hrs/yr 16 dyslyr Yes - $31/mo $505/mo City of 2% @ 55 MDV = 160 hrs/yr 96 hrs/yr 10 dys/yr N/A San Jacinto $300/mo City of Temecula 2% @ 55 MDV= 264 hrs/yr Inc in 12 dys/yr Yes - optional $700/mo vacation City of Upland 2%_@ 55 MDV = 128 hrs/yr 96 hrs/yr 16 dys/yr N/A $725/mo Lake Hemet Mu- 2% @ 55 MDV = 128 hrs/yr 96 hrs/yr 13 dyslyr Yes - optional nicipal Water $748/mo District L.B. HAYHURST ASSOCIATES Page 3 city r VACA MID: 0- 5 yrs =6.7 hrs/mo, 6- 10 yrs = 10 hrs/mo, 11 yrs = 10.7 hrs/mo, .errs = 11.3 hrs/mo, 13 yrs = 12 hrs/mo, 14 yrs= 12.6 hrs/mo, 15+yrs = 13.3 mo 7 mo—5 yrs =6.6 hrs/mo, 6 - 10 yrs = 10 hrs/mo, 11 yrs= 10.7 hrs/mo, 12 11.3 hrs/mo, 13 yrs = 12 hrs/mo, 14 yrs= 12.6 hrs/mo, 15+ yrs = 13.3 mo SICK MID: 8hrs/mo, cash out 40hrs at 110% of reg. salary, if EE has used less 51%of accrued leave during prior FY. 8hrs/mo, cash out 40 his at 120%, if EE has used less than 51 hours of ed leave during prior FY. PAID =.MID: 14 fixed +2 floating = 16 days 12 fixed + 1.5 floating = 13.5 days COLA Consumer Price Index or min of 2.5% effective July 1, 2003 MEDIC IBEW: $646/mo—will be switching to Cafeteria Plan in Jan '04 875/mo—will be switching to Cafeteria Plan in Jan '04 DENT o—will be switching to Cafeteria Plan in Jan '04 VISIO o for EE and $17/mo for eligible dependent RETIR 55, Agency share 1.957%, employee share 8%, agency pays 45/0 of em- e share RETh IBEW: Retirees with 15 yrs service, City pays (E only) medical coverage, ith 20+ yrs service, City pays(E+1) med coverage Retirees receive percentage of cafeteria dollars—5yrs service = 30%, 30 ervice= 80% DEFE mployer contribution = $0 COMP, LIFE f overage-$50,000, agency contributes $9.50/mo LONG overage = 66.6% of first$6,000, 30 day wtg pid, agency contributes .78% LTD "(ary EDUC yr for tuition and books for job-related education ALLO CERT/: 5%of base pay for certif. Beyond required minimum for class 'city pays for Class A license COMP 2,500 for computer and $500 for PDA, 24 months interest free, employee PROG have at least 40 hours of vacation on the books to qualify. OTHE - ity—GEN, IBEW: EE's wl 3.5yrs of service(2 yrs at E step) receive one- 2%, MID: n/a al— IBEW: $25/pay period for EE's who must be bilingual, MID: $25/pay if pass bilingual examination The ab` Iy to all Agency units unless they are specifically mentioned. In the cas Walled out from the general comments in a section, an abbreviated title is ` d corresponding agency abbreviations are explained below. Also, 33tat an agency does not provide a corresponding benefit. Gen: Ge Mid: Mi IBEW:- of Electrical Workers, Local YHURST& ASSOCIATES Page 4