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HomeMy WebLinkAbout52. 16-165MARCH 22, 2016 16-165 RESOLUTION (CARRIED__7-0______LOST________LAID OVER________WITHDRAWN________) PURPOSE: APPROVAL OF PAY PLAN, RECOMMENDATIONS, CLASSIFICATION ASSIGNMENT LIST AND CORRESPONDING ADJUSTMENTS RESULTING FROM THE CITY OF OSHKOSH COMPENSATION REVIEW FOR ALL NON REPRESENTED EMPLOYEES INITIATED BY: CITY ADMINISTRATION WHEREAS, the City of Oshkosh contracted with Carlson Consulting LLC and initiated a compensation review in 2015; BE IT RESOLVED by the Common Council of the City of Oshkosh that the attached Pay Plan, Recommendations, Classification Assignment List and Corresponding adjustments resulting from the City of Oshkosh Compensation Review, is hereby approved and the proper City officials are hereby authorized and directed to take those steps necessary to implement the pay plan, recommendations, classification assignment list and corresponding adjustments for all non represented employees effective the first pay period after Council approval. BE IT FURTHER RESOLVED by the Common Council of the City of Oshkosh that the attached pay plan, recommendations, classification assignment list and corresponding adjustments for all non represented employees supersede all previous pay plans and classification lists for all non represented employees. ❑TY HALL 215 Church Avenue P.O. Box 1130 Oshkosh, Wisconsin 54903-1130 � � �Jf HKC�lN _ , �, _ TO: FROM DATE: RE: BACKGROUND City of Oshkosh Honorable Mayor and Members of the Common Council John Fitzpatrick, Assistant City Manager/Director of Administrative Services March 15, 2016 Non-Represented Staff Compensation Review The City of Oshkosh retained Carlson Dettmann Consulting to update its full time and part time non-represented pay plans through a market review and to offer recommendations for any positions that should be re-evaluated for allocation within the plans. ANALYSIS Included with this memo is the report developed by Carlson Dettmann detailing the background, analysis and recommendations, along with Appendices A&B which illustrate the benchmark classifications utilized, as well as the new proposed pay schedule for full time non represented classifications (part time classifications were unaffected). As a result of this analysis, Human Resources determined the corresponding compression adjustments that were necessary and also reviewed non represented seasonal compensation. FISCAL IMPACT The total estimated impact to the general fund for the implementation of the study, the corresponding compression adjustments, and non represented seasonal compensation adjustments is $54,615. The estimated amount set aside in the general fund for this project is $50,000. Because not all outcomes of the study could be pre-determined for budgeting purposes, the estimated impact to varied utility and other non-general funds is $15,752. RECOMMENDATION Based on the analysis conducted, staff recommends approval of the Carlson Dettmann Report recommendations, the implementation of all corresponding compression adjustments that were necessary as a result of the study, as well as the implementation of all updated non represented seasonal compensation effective the first pay period following Council approval. Respectfully Submitted, Approved: GCiI. ` �`-�� • 1 J� J n M. Fitzpatrick � Mark A. Rohloff Assistant City Manager / City Manager Director of Administrative Services Attachment: Carlson Dettmann Consulting Report, w/ Appendices A& B cc: Pam Resch, HR Manager � � � , � March 1, 2016 MEMORANDUM TO: John Fitzpatrick, Assistant City Manager/Director of Administrative Services FR: Charles E. Carlson RE: Non-Represented Staff Compensation Review BACKGROUND The City of Oshkosh retained our firm to update its non-represented staff pay plan with a market review and recommendations for any positions that should be re-evaluated for allocation within the plan. This is a major pay plan, covering over 300 staff in 170 unique job classifications with an annual payroll exceeding $7 million. These city employees provide a wide range of services. In 2010, the State of Wisconsin enacted sweeping legislation (Acts 10/32) dramatically restricting collective bargaining, as we knew it, and placed much greater financial responsibility on municipalities, counties, and the state government. These enormous changes came as the local economy was in the midst of the Great Recession of 2008. It was a challenging time, and the Oshkosh City Council responded by adopting changes to its compensation systems in 2012 that included four major features: • Replaced multiple pay plans with a uniform plan encompassing both management and non-exempt positions. • Benchmarked the plan to market data from both the public and the private sector. • Emphasized performance as a key criterion in pay plan advancement. • Substantially improved benefit and cost controls on its health plans. The City has kept the overall plan current with a combination of general increases to the schedule and performance awards. In summary, the City implemented performance-based pay gradually, beginning with a re-design of its evaluation instruments and training for managers. The City Council supported this development with modest performance raises or bonuses for top performers. In addition, the City has made major strides toward controlling its health insurance costs, having moved to an insured plan, creating a joint-employer clinic, and managing coverage options. MARKET ANALYSIS OF OVERALL PLAN POLICY As in 2011, the market analysis included benchmark data from both other cities and private sector data. The ten cities used in the analysis were consistent and included: Green Bay, Kenosha, Racine, Appleton, Eau Claire, Janesville, La Crosse, Fond du Lac, Beloit, and Wausau. At least seven of the ten cities adopted new plans subsequent to the City of Oshkosh, so this subject has received a lot of attention post-Acts 10/32. In addition to the city benchmark comparisons, we analyzed area data from the U.S. Department of Labor Bureau of Labor Statistics, primarily for FLSA non-exempt positions and Towers Watson for management level jobs where comparisons were possible. We weighted city data and other survey data equally. We were able to develop comparisons on forty-two of the 170 classifications covering approximately two-thirds of the employees. The benchmark data is included with this report as Appendix A. We regressed both the current pay plan Control Points (the market target adopted by policy) and our market estimates against benchmark position job evaluation scores, and the result was that the current pay policy of the City and market practices are virtually the same. 5�0.00 seo.00 : _ . 'Sso.00 ' Sao.00 Sao.00 ! Szo.ao $10.00 CITY �F 05HKOSN 2016 Pay Plan Update - Market Line and Plan Control Points $0.00 '` 0 200 400 --unear �nnKt ts[j 600 800 1000 1200 1400 !ob Evaluation Scores Charles E. Carlson 2 charles.carlson@carlsondettmann.com 608.239.7991 The market analysis is based on job evaluation scores after movement of the classifications recommended for reallocation. In addition to benchmark measurement for policy and market estimates, we also evaluate pay plan performance using a statistic called a"compa-ratio." This is defined as the ratio between base pay for each incumbent and the pay plan Control Point for the incumbent's allocated pay range. The overall compa-ratio for this pay plan is approximately 1.05, meaning that, on average, current employee pay is 105% of the market. Considering that the City of Oshkosh's overall policy is to employ a skilled, experienced workforce, we believe this is an excellent position for the City. POSITION REALLOCATION When the City adopted the new pay schedule in 2012, it had to balance several competing interests. Paramount was the need to try to protect city services, which required maintaining current employment levels wherever warranted and possible. In doing so, the City Council adopted a policy of basing its competitive position on both public and private sector employment comparisons. This represented a very significant change in approach because former collective bargaining regulations effectively precluded using private sector data for public sector analysis. Our finding then was that for many hourly-based occupations, municipal wages exceeded private sector levels. It is our belief and experience this disparity was due to two factors. First, private sector wages stagnated over the preceding decade. Second, public sector collective bargaining at least protected public sector wages and benefits and, in some cases, increased disparities. As a result, with the City of Oshkosh providing relatively secure employment and superior fringe benefits, the City was in a very preferred market position. The number and quality of applications for vacant positions validated this observation. As the economy recovered from the Great Recession of 2008, the employment climate in the Fox River Valley improved substantially, and the labor market for trades, public works operator, and technical positions has tightened across the Valley. Accordingly, we have been recommending our area clients address this changing market by making selective classification adjustments as employment conditions warrant. Accordingly, in this project, we re-evaluated position responsibilities for non-exempt classifications in these affected market areas. We also reviewed the relationship between supervisory classifications and incumbent employees in those classifications proposed for reallocation to assess potential pay compression. The result is we are recommending pay range allocations for twenty-three classifications (14% of the 170 classifications in the plan) covering seventy-three employees (25% of all employees). The affected classifications are identified on a revised pay schedule attached as Appendix B. Charles E. Carlson charles.carlson@carlsondettmann.com 608.239.7991 In terms of implementation, the City does not have an adopted policy on range reallocations resulting from a study like the present one. Our recommendation is that the City modify its employee handbook to provide the following direction in these circumstances: 1. If an employee's current rate of pay is between a step in the new range, then the employee be placed on the step that provides an increase. 2. If an employee's current rate is between the Control Point of the new range and the Maximum rate of the range, then no increase is required. 3. If an employee's current rate is "red-circled" and would be higher than the Maximum rate of the new range, then the employee would continue to be "red- circled." The purpose of reallocation due to market factors is to place classification in competitive ranges; the intent is not to grant a pay increase unless it is to bring the rate into conformity with the new range so progression can continue. In all cases, each of the seventy- three employees classified in the reallocated pay ranges would have an improved pay horizon. In adopting the new pay plan in 2011, no one's pay was reduced. Instead, if an employee's current pay was higher than the new pay range maximum, the employee's pay was frozen, or "red-circled." Even though no one's pay was reduced and jobs were saved, implementation was painful for the 170 employees whose pay was frozen. We are pleased to note that, assuming adoption of the allocation recommendations in this report, the number of employees with frozen pay rates will be reduced to seventeen — a very substantial change. THE CHALLENGES AHEAD There are major challenges ahead, however. The City's workforce is aging, as the table on the following page shows. Almost 50% (124 employees) of the City of Oshkosh workforce covered by this plan are over age 50. Understanding that these employees have access to an outstanding retirement system, the City needs to prepare for a significant turnover of very experienced staff. The challenge is even more dramatic because the City of Oshkosh, like most public employers, pursues an employment policy of long-serving public service from its staff. This usually results in the more experienced staff transitioning into leadership roles. For example, when a senior staff inember retires, the City typically faces more than one staffing change because for every retirement, as it promotes a supervisor to a manager, a lead worker to a supervisor, and a worker to a lead worker, the impact cascades throughout the organization. Charles E. Carlson charles.carlson@carlsondettmann.com 608.239.7991 Grouping Number P�rcent af Cumulative Whale Percent Age 60 or Older 27 9.9°10 9.9% Age 55 ta Age 60 33 12.1�6 22.1°l0 Age 50 to Age 55 64 23.5°/'a 45.6% Age 45 to Age 50 �il 15.1°r6 60.7% Age 40 to Age 45 37 13.610 74.310 Age �5 ta Age 40 24 8.8% $3.1% Age 30 to Age 35 19 7.4% 90.1% Age 30 or Less 27 9.9% 100.0°% Tata I 272 100% Most other Wisconsin public employers have similar workforce profiles and face similar challenges. As this story unfolds, there will be tremendous competition for the same types of staff throughout Wisconsin. The significance for the City of Oshkosh is it will need a substantial development and succession plan, and it also will need to continue to monitor market conditions closely. RECOMMENDATIONS Based on our analysis, we are confirming the market validity of the current pay plan. Furthermore, we recommend reallocating twenty-three job classifications one grade higher in the plan (14%a of the total classifications) affecting seventy-three employees (approximately 25% of the employees in the plan). Most of the affected classifications include operators, technicians, and trades positions where local labor market conditions are pressing. If the Council approves these recommendations, we assume implementation would occur at the start of the next pay period following Council action. It is our understanding the Human Resources division will prepare a fiscal note based on these recommendations. One of our project tasks was a review of position status under the terms of the U.S. Fair Labor Standards Act (FLSA). The Department of Labor is expected to issue new regulations in the next few months. Therefore, we have agreed to delay further consideration of the FLSA as it applies to positions in this pay plan until the final regulations are announced and appear permanent. We will provide our recommendations separately on this matter at a later date. Charles E. Carlson 5 charles.carlson@carlsondettmann.com 608.239.7991 ���a�� Charles E. Carison, Partner Charles E. Carlson charles.carlson@carlsondettmann.com 608.239.7991 APPENDIX A Benchmark Class Entry Level Clerical Acct Clerk I Groundskeeper PC Hardware Tech Account Clerk II Finance Building Maint Cust Equipment Ops/Maint Wkr Parks Maintenance Tech Office Assistants Admin Asst Civil Engineer Tech Electrician Mechanic Property Appraiser II Water Plant Operator WW Plant Operator Payroll Coordinator Programmer Analyst Database Administrator Civil Engineer Chemist Office Manager Principal Civil Engineer Accounting Superv Principal Planner Public Works Street Sup City Clerk Water Filt Plant Supt WW Treat Plnt Supt Purchasing Manager Asst Finance Dir Director of IT Police Captain Street Superintendent Asst City Attorney Dir Community Devel Director of Parks City Attorney Director of Finance Fire Chief Police Chief Dir of Public Works CITY OF OSHKOSH BENCHMARK MARKET ANALYSIS Grade B B B D C C D D C E E E E E E E F F G G G G H H H H I I I I J K J J K L L M M M M N i 18 3 1 1 4 5 42 8 7 10 9 8 12 2 5 11 1 2 1 2 1 1 2 1 1 2 1 1 1 1 1 1 3 1 1 1 1 1 1 1 1 1 Points 334 334 342 424 389 399 410 410 361 435 437 508 442 442 405 432 545 527 562 603 621 635 684 684 658 679 724 713 713 726 734 825 811 814 852 1002 1018 1104 1089 1018 1018 1144 COPYRIGHTED BY CARLSON DETTMANN ASSOCIATES, LLC JANUARY 2016, MADISON, WI 1 C/Point $16.49 $16.49 $16.49 $22.41 $19.81 $19.81 $22.41 $22.41 $19.42 $25.05 $25.05 $27.58 $25.05 $25.05 $25.05 $25.05 $27.58 $ 27.04 $30.35 $30.35 $30.25 $30.25 $3339 $33.39 $33.39 $33.39 $36.75 $36.75 $36.75 $36.03 $40.44 $44.50 $40.44 $40.44 $44.50 $48.95 $48.95 $53.87 $53.87 $53.87 $53.87 $58.10 Mkt Est $17.40 $18.09 $15.89 $22.46 $20.76 $19.32 $21.53 $23.01 $17.24 $23.45 $ 26.14 $25.03 $23.32 $25.28 $26.61 $25.17 $27.11 $31.55 $34.32 $30.87 $29.73 $26.96 $35.84 $34.22 $32.88 $33.91 $35.10 $39.47 $37.62 $36.37 $40.70 $49.52 $44.84 $41.08 $41.06 $52.43 $43.22 $54.27 $56.28 $52.90 $53.94 $59.26 i Res 16-165 R E V I S E D 2016 Full Time Non Represented Pay Schedule 2% Exempt [E] 87.59e 90.0% 92.5% 95.0% 97.5% 100.09'0 120.0% # positions GRADE Non-exempt [N] MIN STEP 2 STEP 3 STEP 4 STEP 5 CONT PT MAX filled N 51.85 53.33 54.82 56.30 57.78 59.26 71.11 E Assistant City Manager/Director of Administrative Services 1 E Director of Public Works 1 M 47.14 48.48 49.83 51.18 52.52 53.87 64.64 E City Attorney 1 E Director of Finance 1 E Fire Chief 1 E Police Chief 1 L 42.83 44.06 45.28 46.50 47.73 48.95 58.74 E Director of Community Development 1 E Director of Parks 1 K 38.94 40.05 41.16 42.28 4339 44.50 53.40 E Assistant City Attorney 1 E Assistant Director of Public Works/City Engineer 1 E Director of Transportation 1 E Information Technology Manager A x x 1 E Public� Works Utility Manager 1 J 35.39 36.40 37.41 38.42 39.43 40.44 48.53 E Assistant Finance Director 1 E Assistant Fire Chief 1 E Director of Museum E Human Resource Manager 1 E E Planning Services Manager 1 E Police Captain 3 E Public Works Field Operations Manager 1 1 32.16 33.08 33.99 34.91 35.83 36.75 44.10 E Assistant Director Of Parks 1 E Chief Building Official 1 E City Assessor 0 E City Clerk 1 E Civil Engineering Supervisor 2 E Economic Development Specialist 1 E General Services Manager 1 E Senior Services Manager 1 E Wastewater Treatment Plant Manager 1 E Water Distribution Manager 1 E Water Filtration Plant Manager 1 H 29.22 30.05 30.89 31.72 32.56 3339 40.07 E Assistant Wate� Distribution Manager nr� 1 E Principal Civil Engineer5e�++eF 2 E Deputy Assessor 1 E Electrical Traffic Manager 1 E Financial Accounting Manager 1 E Financial Utility Manager 1 E Golf Course Manager 1 E Landscape Operations Manager 1 E Parks Operations Manager 0 E Parks Revenue & Facilities Manager 1 E Principal Planner 1 E Public Works Mechanic Manager 1 Resolution xx-xxx nPP,o�ed: be�PC�P�?�3�i�Pam\Carison Dettman Comp Review\Final Papers\2016 Non-Rep Schedule proposed with grade changes 1 ofa Exempt [E] GRADE Non-exempt [N] E E E E E E G F N E E N E E N E N E N N E E N E E E E N N N E N N E N N E N N N N N N N E N N N E N E E 2016 Full Time Non Represented Pay Schedule 2% 87.5� 90.0% 92.5Yo 95.0% 97.5% MIN STEP 2 STEP 3 STEP 4 STEP 5 Public Works Street Supervisor Safety & Risk Management Officer Transportation Mechanic & Maintenance Manager Transit Operations Manger Wastewater Maintenance Superwsor =_ Wastewater�Treatment Plant 5upervisoew .. 26.56 27.32 28.07 Archivist Associate Planner/Zoning Administrator Chemist Civil Engineer Communications Coordinator Curator Database Administrator � � Environmental Health Specialist GIS Administrator Industriel/Electncal Techniaan�-= Industrial Pretreatment Coord'inator Media Services Coordinator Office Administration Manager Registrar Transit Operations Supervisor 24.13 24.82 25.51 Associate Planner/GIS Specialist Building Systems Inspector Community Program Coordinator Crime Analyst Electrical Mechanical Technician `" Electrician Golf Professional & Clubhouse Supervisor Graphic Artist Housing Inspector Human Resource Generalist InstrumentationTechnician �y,�3 p 1_0.�1�..�.t-.I /CI..��.:..-.I T....L...:..:-... �_.,..,._:_� �_,.�_.._.....,.... �,..._.,:__.__ Lead Civil Engineer Technician Lead Maintenance Mechanic Maintenance Coordinator Marketing & Membership Coordinator Organizational Development Specialist Payroll Coordinator Plant Electrician -��a' " ,����.� �, �' �, .. , ,.�,�. �.� ,�� �,,.<.,;. Plumbing Inspector Program Supervisor Programmer/Analyst Public Works Sanitation Manager Special Events Coordinator 28.83 26.20 29.59 26.89 100.096 120.O�o # positions CONT PT MAX filled 2 1 1 1 1 1 30.35 27.58 36.42 33.10 1 0 1 1 2 1 2 1 1 1 2 1 1 1 1 1 0 0 2 3 1 1 2 3 1 1 1 1 1 0 0 1 1 1 1 0 1 0 1 1 2 1 1 E 21.92 22.55 23.17 23.80 24.42 25.05 30.06 N Administrative Assistant 10 N Assistant Planner 1 N Benefits Coordinator 1 N Civil Engineer Technician S Resolution xx-xxx nPP�o�ed: be�P6iQd?����Pam\Carlson Dettman Comp Review\Final Papers\2016 Non-Rep Schedule proposed with grade changes z ota 2016 Full Time Non Represented Pay Schedule 2% Exempt [E] 87.5% 90.0% 92.5% 95.0% 97.5% 100.096 120.0% # positions GRADE Non-exempt [N] MIN STEP 2 STEP 3 STEP 4 STEP 5 CONT PT MAX filled N Deputy City Clerk 1 NCI...,�.:..-.I nA,...L.�...'....I T...,L...:.-'.... O IV `�„ 0 N Engineering Specialist 4 N Equipment Mechanic 6 N Exhibit Technician p N Grants Coordinator 0 N Housing Specialist 0 Ni.,�......,.....F_ .. T.._�...:,.:.,.. 0 N Lead Arborist 1 N Lead Cashier 1 N Lead Cemetery Worker 1 N Lead Construction Worker 0 N Lead Equipment Mechanic p N Lead Parks Maintenance Worker 1 N Lead Vehicle Mechanic 0 N Lead Water Equipment Operator 2 N Lead Water Maintenance Worker 4 N Maintenance Mechanic 6 N Management Assistant 0 N ��,..< <�� 0 N Property Appraiser 3 N Property Evidence Clerk 1 N Senior Buyer 1 N Telecommunications Specialist 1 N Vehicle Mechanic 1 N Wastewater Liquids Operator II g N Wastewater Solids Operator II 3 N Water Filtration Operator II 5 N Welder 1 __ D 19.63 20.19 - 20.75 21.31 21.87 22.43 26.92 C N Arborist N Equipment Ope�ator N Horticulturist N Parks Trades Technician N PC Hardware Technician N Wastewater Liquids Operator I N Wastewater Solids Operator I N Water Filtration Operator I N Water Maintenance Worker 17.33 17.83 1832 18.82 19.31 N Account Clerk II N Activities Coordinator N �e�is� N Building Maintenance Custodian N Clerk Dispatcher N Code Enforcement lnspector N Court Liaison Clerk _ _. . _ N Economic Development Technician N Elections Aide N N �is� N Human Resource Assistant N Lead Sanitation Operator N Museum Assistant N Office Assistant N Parks Maintenance Worker 2 32 1 8 1 0 1 0 10 19.81 23.77 4 1 5 1 2 1 1 1 0 1 1 1 6 Resolution xx-xux a,PP�o�ed: be�R,6�P���i�Pam\Carlson Dettman Comp Review\Final Papers\2016 Non-Rep Schedule proposed with grade changes s ota 2016 Full Time Non Represented Pay Schedule 2% Exempt [E] 87.59a 90.0% 92.5% 95.0% 97.5% 100.09'0 120.0% # positions GRADE Non-exempt [N] MIN STEP 2 STEP 3 STEP 4 STEP 5 CONT PT MAX filled N ❑-.�I... T�...J..� T....L...:..:.... O 0 N❑r u.._,J....._,. T,.,.1...;,.:..., 1 N Traffic Painter 2 N Utility Locator 1 N Video Editing Technician 1 N N N N N��i..a,.. nn,.r... c,,...:.... �ni.._i,,... N ZoofSoenalist � ¢ �T'F�' 1 B A N N N N N N N N N N N N N N N N N N N N N 14.43 14.84 i5Z5 15.67 Account Clerk I Cashier Computer Operator r�..a,, r..s ...............4 i.....,,....,._ Customer Service Clerk C ............:.. f1......1.............� T....L...:..:..... Groundskeeper r Parking Control Officer Receptionist Records Clerk Sanitation Operator Secretary Shop Maintenance Worker Technology Support Services Coordinator Telecommunications Clerk Vehicle Equipment Installer Wastewater Maintenance Worker Weights and Measurement/Code Enforcement Clerk Word Processing Operator �..,. c..,.,.•..r�F 11.34 11.66 11.99 12.31 Custodian 16.08 16.49 19.79 3 2 1 1 1 0 0 1 9 4 1 1 4 1 1 4 12.64 12.96 15.55 1 Resolution xx-xxx nPP�o�ed: bel��C�A���i�Pam\Carlson Dettman Comp Review\Final Papers\2016 Non-Rep Schedule proposed with grade changes aora