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Public Sector Personnel ConsultantsPROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD SEPTEMBER 2008 i u r PUBLIC SECTOR PERSONNEL CONSULTANTS Regional Location: 149 S. Barrington Ave. #726 Los Angeles, California 90049 National Office. 1215 W. Rio Salado Parkway, Ste 109 Tempe, Arizona 85281 (888) 522 PSPC www.compensationconsulting.com n1 L PUBLIC ~ ~ ` SECTOR fit,?' /O PERSONNEL o- September 17, 2008 Mr. Matthew E. Hawkesworth Assistant City Manager City of Rosemead 8838 E. Valley Boulevard Rosemead, CA 91770 Dear Selection Team: Pursuant to your RFP, we are pleased to submit our proposal to assist the City with a Classification and Compensation Study. We specialize in this field, and have provided similar services to more than 1,000 public employers throughout the US, including more than 325 municipalities and more than 100 public employers in California. Current and recently completed classification and compensation projects in California include the City of Banning, the City of Corcoran, the City of Palm Springs, the City of Rialto, the City of Compton, the City of San Clemente, and the City of Sacramento. We are confident that our extensive public employers classification and compensation experience, large specialized and highly qualified staff, proven methods, unique EZ COMPTm application to ensure the City's self-sufficiency, and one year of implementation support and assistance at no cost, will achieve all of the City's objectives for this important project. Our proposal remains valid for a period of not less than 90 days. We appreciate the City's consideration of our proposal. I will be your primary contact for this proposal, act as our firm's responsible agent, and below is my contact information. We would welcome the opportunity to further present our qualifications and interest in person should that assist the City with this important decision. Sincerely, Matthe eatherly President (888) 522-7772 PH (480) 970-6019 FX mweatherly(a)compensationconsultinq.com cc: Robert Miles, PSPC - Los Angeles Regional Location. 149 S. Barrington Avenue #726, Los Angeles, California 90049 National Office: 1215 W. Rio Salado Parkway #109, Tempe, Arizona 85281 888.522.7772 - FAX (480) 970-6019 - info@compensationconsulting.com PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD TABLE OF CONTENTS Section Paqe 1 QUALIFICATIONS OF OUR FIRM HISTORY AND FACTS ABOUT OUR FIRM REPRESENTATIVE CALIFORNIA EMPLOYERS SERVED RECENTLY COMPLETED MUNICIPAL PROJECTS 2 QUALIFICATIONS OF OUR STAFF PROJECT TEAM ORGANIZATION CHART RESUMES OF PROJECT TEAM MEMBERS 3 CLIENT REFERENCES 4 PROJECT METHODOLOGY SUMMARY OF SERVICES FOR THE CITY 1 PROJECT SCOPE AND METHODOLOGY 2 A. OBJECTIVES OF THE PROJECT 2 B. SCOPE OF THE PROJECT 2 C. PROJECT METHODOLOGY 2 1. Quality Assurance 2 2. Project Planning Meetings and Communication Plan Development 2 D. POSITION CLASSIFICATION 3 1. Review of Essential Tasks - Position Description Questionnaire 3 2. Employee Worksite Job Information Interviews 3 • 3. FLSA Status Determination 3 4. Position Classification 3 5. Updated Classification Specifications 4 6. Draft Classification Plan Reviews 4 7. Resolution of Employees' Classification Reviews 4 8. Optional Approaches to Ensure Internal Equity 4 E. EX TERNALLY COMPETITIVE COMPENSATION PLAN 5 1. City Involvement in Compensation Plan Development 5 2. Comprehensive Compensation Survey 5 3. Prevailing Rates Calculation 6 4. Compensation Competitiveness Comparison 6 5. Compensation Competitiveness Policy 6 6. Salary Plan Structure Development 6 7. Salary Range Assignment Development 6 8. Implementation Plan Development 6 9. Draft and Final Report Preparation 7 10. Final Report Presentations 7 11. EZ COMPTM Program Installation 7 12. Implementation Warranty 7 F. PERFORMANCE EVALUATION SYSTEM REVIEW 7 1. Participation by City Officials 8 2. Procedure Manuals and Forms 8 3. Training Workshops 8 4. Quality Assurance Reviews 8 is (CONTINUED ON NEXT PAGE) CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD • TABLE OF CONTENTS Section Paqe G. ENSURING THE CITY'S SELF-SUFFICIENCY 9 1. Procedure Manuals 9 2. Training Workshop 9 3. Electronic Class Specification Library 9 4. EZCOMPTw 9 5. Initial Year's Implementation Warranty Support 9 H. EXTENSIVE EMPLOYEE INCLUSION AND COMMUNICATION 9 I. MINIMAL CITY SUPPORT REQUIRED 9 5 PROJECT SCHEDULE ELAPSED PROJECT TIMELINE- GANTT CHART 10 6 PROPOSED COST 11 7 PSPC BOOKLETS - PSPC BOOKLET. "Communicating the Project to the Employees" PSPC BOOKLET. "EZ COMPT""' Program Description PSPC BOOKLET. "AEPT""' Program Description PSPC EZ COMPrm CD-ROM (See Inside Front Cover) • CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 QUALIFICATIONS OF OUR FIRM HISTORY AND FACTS ABOUT OUR FIRM CALIFORNIA EMPLOYERS SERVED BY OUR FIRM RECENTLY COMPLETED MUNICIPAL PROJECTS PUBLIC SECTOR PERSONNEL CONSULTANTS HISTORY AND FACTS ABOUT OUR FIRM • HISTORY OF OUR FIRM Public Sector Personnel Consultants (PSPC) originated in 1972 with the Public Sector Group of the international human resources consulting firm of Hay Associates. PSPC was established as an independent firm in 1982. • REGIONAL STAFF Our national office is in Tempe, AZ, and we have additional locations or affiliates in Austin, TX, Columbus, OH, Chicago, IL, Dallas, TX, Denver, CO, Kansas City, MO, Los Angeles, CA, Sacramento, CA, St. Paul, MN, San Diego, CA, Santa Fe, NM, and Seattle, WA. SPECIALIZED IN COMPENSATION SERVICES We are "super-specialists" in compensation, providing services in job analysis, position classification, job content evaluation, compensation, and directly related services. Over 98% of our classification and compensation studies have been successfully implemented by our clients. • SPECIALIZED INSTATE AND LOCAL GOVERNMENT CLIENTS We provide services exclusively to public sector employers including municipalities, counties, utility districts, library districts, special districts, state governments, housing and redevelopment agencies, school districts, higher education, and tribal governments. • • SPECIALIZED COMPENSATION STAFF Our staff is comprised of ten (10) full time and an additional five (5) part time senior human resources professionals with very extensive experience as compensation managers and consultants for public employers. Our staff has more than 100 years of combined experience working for and consulting to public sector employers. • OVER 1,000 PUBLIC EMPLOYERS SERVED Our staff members have provided compensation, human resources, training and related consulting services to more than 1,000 public and 200 private employers throughout the U.S. AMERICAN COMPENSATION ASSOCIATION PARTICIPATION (ACA) (NOW WORLDATWORK) Our consultants are active members of ACA, including serving as instructors for the ACA certification courses. • SPECIALIZED COMPENSATION AND RELATED RESOURCES We utilize our EZ COMPTm salary survey and plan program, modified FES point-factor job evaluation system, AEPTM performance evaluation plan, and SNAP TM staffing needs analysis program. FIRST YEAR IMPLEMENTATION WARRANTY We provide our clients with extensive implementation support during the first year, and we will • analyze, evaluate, classify, and provide a salary range recommendation for any new or changed position or entire job class, at no additional cost. PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 REPRESENTATIVE CALIFORNIA PUBLIC EMPLOYERS SERVED Following is a listing of California public employers served by members of our staff. Some were served while our staff members were with other consulting firms such as Hay Associates, Hewitt • Associates or Commonwealth Personnel Services, prior to joining our firm. Azusa, City of National City, City of Banning, City of Needles, City of Berkeley, City of Norco, City of Buena Park, City of North County Fire Protection District, CA Burbank, City of Oakland County CA Family Health Council Oakland Housing Authority, CA CA State University Oakland, City of Calexico, City of Palm Springs, City of California, State of Pasadena, City of California, University of Placentia, City of Camarillo, City of Pleasanton, City of Capital Area Development Authority Pomona, City of Commerce, City of Public Employers Risk Management Authority Compton, City of Redwood City, City of Contra Costa Junior College Rialto, City of Corcoran, City of Ridgecrest School District Covina, City of Riverside County Culver City, City of Riverside School District Dana Point, City of Riverside, City of Downey, City of Sacramento Housing Authority El Centro, City of Sacramento Municipal Utility District El Monte, City of Sacramento Regional Sanitation District El Segundo, City of Sacramento, City of Fresno State College San Clemente, City of • Gardena, City of Glendale, City of San Diego County San Diego, City of Harbor General Hospital San Francisco State College Hawaiian Gardens, City of San Jose, City of Hawthorne, City of San Juan Capistrano, City of Hemet, City of San Juan Public Schools Housing Authority of Alameda County Santa Ana, City of Huntington Beach, City of Santa Barbara County Indio, City of Santa Cruz County Inglewood, City of Santa Cruz, City of Inland Valley Dev Agency Santa Monica, City of Lake Tahoe Community College Seaside, City of, CA Lakewood, City of Sisters of St. Joseph Lawndale, City of Solana Beach, City of Lincoln, City of South Gate, City of, CA Lompoc, City of Stockton, City of Long Beach, City of Susanville Public Schools Los Angeles Community Colleges Sutter-Yuba Counties Health Department Los Angeles County Torrance, City of Los Angeles County Police Tracy, City of Los Angeles, City of Valencia, City of Mendocino College Ventura County Montclair, City of Ventura County Housing Authority Monterey Park, City of Visalia, City of Monterey/Salinas Transit Water Facilities Authority Moro Bay, City of West Covina, City of Morongo Valley Schools Yuba City, City of • Mountain View, City of CA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 MUNICIPAL PROJECTS COMPLETED IN PAST 10 YEARS E • • Anahuac, City of, TX Fox Chapel, Borough of, PA Pasadena, City of, CA Ardmore, City of, OK Franklin Park, Borough of, PA Pearland, City of, TX Azusa, City of, CA Fresno, City of, CA Pine, Township of, PA Balcones Heights, City of, TX Frisco, City of, TX Pinetop-Lakeside, Town of, AZ Banning, City of, CA Galveston, Port of, TX Pinellas Park, City of, FL Baytown, City of, TX Geneseo, City of, IL Port Neches, City of, TX Bee Cave, City of, TX Gillette, City of, WY Prescott Valley, Town of, AZ Bend, City of, OR Glenwood Springs, City of, CO Prescott, City of, AZ Berthoud, City of, CO Grand Forks, City of, ND Provo, City of, UT Bismarck, City of, NO Great Falls, City of, MT Queen Creek, Town of, AZ Bloomingdale, Borough of, NJ Gunnison, City of, CO Redwood City, City of, CA Boonville, City of, MO Haltom City, City of, TX Rialto, City of, CA Borough of Fox Chapel, PA Hemet, City of, CA Riverside, City of, CA Bosque Farms, Village of, NM Henderson, City of, NV Rockwall, City of, TX Bozeman, City of, MT Hobbs, City of, NM Rowlett, City of, TX Brighton, City of, CO Horseshoe Bay, City of, TX Sacramento, City of, CA Buckeye, Town of, AZ Huntington Beach, City of, CA Safford, City of, AZ Burbank, City of, CA Inglewood, City of, CA Sahuarita, Town of, AZ Calabasas, City of, CA Killeen, City of, TX San Angelo, City of, TX Camarillo, City of, CA Lake Havasu City, AZ San Clemente, City of, CA Camp Verde, Town of, AZ Lakeway, City of, TX San Juan Capistrano, City of, CA Carrizo Springs, City of, TX Las Cruces, City of, NM San Luis, City of, AZ Casa Grande, City of, AZ Libertyville, Village of, IL Schertz, City of, TX Cedar Park, City of, TX Lincoln, City of, OR Seaside, City of, CA Centralia, City of, MO Longview, City of, TX Shaler, Township of, PA Chino, City of, CA Los Lunas, Village of, NM Silt, Town of, CO Colleyville, City of, TX Marana, Town of, AZ Solina Beach, City of, CA Commerce, City of, CA Maricopa, City of, AZ South Padre Island, TX Community Assoc. of the Woodlands, TX Marshfield, City of, WI Southlake, City of, TX Coolidge, City of, AZ Minot, City of, NO Spokane, City of, WA Corcoran, City of, CA Mountain Village, Town of, CO Stockton, City of, CA Cranberry Township, PA Muskego, City of, WI Sunny Isles Beach, City of, FL Dana Point, City of, CA Nederland, City of, TX Surprise, City of, AZ Durant, City of, OK New Braunfels, City of, TX Tempe, City of, AZ Eagle Pass, City of, TX Nogales, City of, AZ Tolleson, City of, AZ Edmond, City of, OK Norco, City of, CA Tomball, City of, TX El Mirage, City of, AZ Norman, City of, OK Tracy, City of, CA El Paso, City of, TX Oak Ridge, City of, TN Valdez, City of, AK El Segundo, City of, CA Oakland, City of, CA Vero Beach, City of, FL Eloy, City of, AZ Oldsmar, City of, FL Willcox, City of, AZ Estes Park, City of, CO Oro Valley, Town of, AZ Williston, City of, NO Federal Heights, City of, CO Osseo, City of, MN Windcrest, City of, TX Firestone, Town of, CO Page, City of, AZ Winslow, City of, AZ Flagler Beach, City of, FL Palestine, City of, TX Wylie, City of, TX Fort Collins, City of, CO Palm Springs, City of, CA Yuma, City of, AZ PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 QUALIFICATIONS OF OUR STAFF PROJECT TEAM ORGANIZATION CHART RESUMES OF PROJECT TEAM MEMBERS 0 PUBLIC SECTOR PERSONNEL CONSULTANTS N N O M W O N n O a O L CF) • N C Y ~ O a3 N 3Z o v= r N o U G 3 n> j KK x °-,'x m min ao! ML5 wE m a W a y u F _m a w Z5 - I If CD N W a 3i= N j O' N O N t u E W ~t >.n w -i Y ~oomw -E U w U° a U- ~ Z Z ~ ~ N Q O O U U) ° O o O n ~ w C a v ' N N ` Z a ` -E o m o a F O Q _ `o E o ZO m c T m c¢ J ~ U o~ m u E U ~ 'N ° m m m t'n t0 ~ F- L ~ - C N N ' N U_ N¢ C a~~ O . N 0 f ) ( Cl) Z p a j W dUaE Z W T o`m C A N U~ N >mE aaNc Z Q „ ~ O a E L . v o E f ~ O ° a _ LLI Cl W H W F d m m v v Z CL ° a3 J~ N UnF WUE J W O E N C W Z W <W E Z O a o O O O ~ a cn W aw d LU LL J Z O ~ aW ° w U N F a a O I^ U) Q - w Q a O d 0 ~ m a o ~a r ~~'n ~ z " = U U 0 ~ F- ° °ooov"2 w LL Q U N oN ~M~~oc E U) d w w U v U V 7 mL E a r~ y u o ZE ie a J J Y ~ m 0 0 fn ~ E W VJ a ~ y U U) w w a J ° a v o - V W W Z0 ° O N ¢ O w Q o a w a U d L.0 o a O U) N U O O (n N Ir jr 0 ° a N U Z w U ° E U y c O~ N m o° d o u° E H 'N a 'o N n fA a OD Y~ 0 o n o a a->>a¢LL E • Q w U ROBERT A. MILES, SPHR Mr. Miles has over 25 years of experience as a human resources manager and consultant for public • employers, specializing in position classification and compensation. He has served as Personnel Analyst for the City of Ft. Lauderdale, FL, Personnel Manager for the City of West Palm Beach, FL, Director of Human Resources for the Palm Beach County Sheriff's Department, FL., and Deputy Personnel Director for the City of Springfield, OH. He has conducted projects in job analysis, position classification, job evaluation, compensation surveys, compensation plan development, employee relations, recruitment, EEO and affirmative action. Among his California client projects are those for: Azusa, City of Fresno, City of Oakland, City of Burbank, City of Hemet, City of' Rialto, City of Compton, City of Huntington Beach Sacramento, City of Dana Point, City of Inglewood, City of San Clemente, City of Mr. Miles holds a BS degree in Business Administration (cum laude) from Central Ohio State University and the designation as Senior Professional in Human Resources (SPHR) by the Society for Human Resources Management. ELIZABETH J. TALAMONTI, CCP Ms. Talamonti has over 25 years of experience as a compensation manager and consultant for public and private employers, specializing in job analysis, salary surveys, and salary plan development. She has served as Compensation Research Associate for Hayes/Hill, Inc., Senior Compensation Analyst for AON Corporation, Compensation Manager for Loyola University, and Project Manager for the American Compensation Association. • She has conducted projects in job audits, job descriptions, salary surveys, compensation database management, compensation plan development, compensation training course development, and compensation trend research. Among her consulting projects are: CA Family Health Council Great Falls, City of, MT Riverside, City of, CA Camarillo, City of, CA Hamilton County, TN Sacramento, City of, CA Boone County, MO Huntington Beach, City of, CA Santa Cruz County, AZ El Paso, City of, TX Oakland, City of, CA Ventura Housing Authority, CA Ms. Talamonti holds a BS degree in Business Administration from Arizona State University. She holds the Certified Compensation Professional (CCP) designation from the American Compensation Association. KATHERINE TILZER, SPHR Ms. Tilzer has more than 10 years of experience as a human resources manager and consultant, specializing in employee relations, compensation and recruitment. She has served as Personnel Manager for Laboratory Corporation of America, Director of Human Resources for Plaza Healthcare Inc., and Director of Human Resources for American Baptist Homes. Among her recent consulting engagements are those for: Azusa, City of, CA Lake Havasu City, AZ Sacramento, City of, CA Casa Grande, City of, AZ Monterey Transit Dist., CA Sacramento County San Dist, CA El Paso County, TX Pinellas Park, City of, FL Tomball, City of, TX Frisco, City of, TX Reg'I Trans Comm, NV Water Facilities Authority, CA • Ms. Tilzer holds BS degree in Management from the University of Phoenix, and certification as Senior Professional in Human Resources from the Society for Human Resources Management. CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 MATTHEW E. WEATHERLY Mr. Weatherly has over 10 years of experience as a human resources management professional and • consultant, specializing in position classification, compensation, recruitment and selection. He has served as a Human Resources Manager with Employee Solutions, Inc. and Staffing Consultant with Initial Staffing Services. He has completed projects in staff development, recruitment, selection, job descriptions, salary survey, and salary plan development. Among his recently completed consulting projects in California include: Azusa, City of Inland Valley Development Sacramento Housing Auth Banning, City of Norco, City of San Juan Capistrano Dana Point, City of Palm Springs, City of Stockton, City of Inglewood, City of Rialto, City of Tracy, City of Mr. Weatherly holds a BS degree in Human Resources Management from Arizona State University. JUDE WILLIAMS, SPHR Ms. Williams has more than 20 years of experience as a human resources manager and consultant for public employers, specializing in employee development, classification, and compensation. She has served as Assistant Director of Human Resources for HS Healthcare, Regional Human Resources Manager for Manor-Care Health Services, and Director of Human Resources for the City of Bettendorf, IA. She has completed projects in job analysis, position classification, compensation surveys and plan • development. Among her consulting projects are those for Austin Housing Authority, TX Kansas City, MO (WSD) Ogallala, City of, NE Cedar Falls Utilities, IA Libertyville, Village of, IL Palmer College, IA Corcoran, City of, CA Minot, City of, SD Santa Cruz County, AZ Dallas Housing Authority, TX Muskego, City of, WI Waukee, City of, IA Ms. Williams holds a BS degree in Business Education from the University of Illinois and designation as Professional in Human Resources (PHR) from the Society for Human Resources Management. CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 CLIENT REFERENCES 0 PUBLIC SECTOR PERSONNEL CONSULTANTS CLIENT REFERENCES Following are California agencies which are representative of the more than 1,000 public employers, including more than 100 in California, for whom members of our firm have provided job analysis, salary • and benefits survey, competitiveness or staffing analysis, and salary and benefit plan development services, similar to those requested by the City. INGLEWOOD, CITY OF Ms. Leonca Cahee, Human Resources Manager One Manchester Boulevard Inglewood, CA 90301 (310) 412-5663 Icahee(oD.citvofinglewood.org Compensation Survey Update and FY 2009 Salary Plan Position Classification and FY 2004 Salary Plan PALM SPRINGS, CITY OF Ms. Susan Mills, Director of Human Resources 3200 E. Tahquitz Canyon Way Palm Springs, CA 92263 (760) 323-8217 Sue. Mills(o), palmsorings-ca.gov Total Compensation Surveys for Various Groups, FY 2007, 2008 RIALTO, CITY OF Ms. Eileen Dienzo, Human Resources Manager 150 S. Palm Avenue • Rialto, CA 92376 (909) 820-2599 edienzoarialtoca.gov Compensation Survey Update and FY 2009 Salary Plan Position Classification and FY 2006 Salary Plan SACRAMENTO, CITY OF Ms. Gerriee Giffin, Personnel Manager Historic City Hall 915 1 Street, Plaza Level Sacramento, CA 95814 (916) 808-5600 GGiffin(o)cityofsacramento. oro Annual Salary Surveys FY 2004, 2005, 2006, 2008 SAN CLEMENTE, CITY OF Mr. Sam Penrod, Human Resources Manager 100 Avenida Presidio San Clemente, CA 92672 (949) 361-8313 PenrodS(a)san-clemente.org Position Classification and FY 2009 Compensation Plan u CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 PROJECT METHODOLOGY SUMMARY OF SERVICES FOR THE CITY PROJECT APPROACH AND METHODOLOGY C PUBLIC SECTOR PERSONNEL CONSULTANTS SUMMARY OF SERVICES FOR THE CITY PUBLIC SECTOR PERSONNEL CONSULTANTS (PSPC) proposes the following program of consulting services • and implementation support to achieve all of the objectives stated in the CITY OF ROSEMEAD (the City) Request for Proposal to conduct a classification and compensation study. Project Planning and Communication 1. Project planning and scheduling meeting with the City's Human Resources staff, project designee(s) 2. Policy input and project direction meeting and briefing with the Project Team, Council and designee(s) 3. Project briefing presentation for the Council, City officials, employees, and City's project leaders 4. Assistance with management and employee communication throughout class and comp project phases 5. Consultations with and progress reports for the Human Resources staff and City's project designee(s) Classification Project Tasks 6. Occupational familiarization by review of City's current class specifications and compensation plans 7. Organizational familiarization by review of City organization charts, budgets, and annual reports 8. Position Description Questionnaire (PDQ) customized for gathering City employee occupation data 9. Meetings to distribute and explain the PDQ and the project for all City officials, employees, Board 10. Worksite job information interviews / desk audits / field observations with representatives of each class 11. Determination of job classification and FLSA Exempt / Non-Exempt designation for each position 12. Recommended title modifications and reclassifications for consideration by department heads 13. Review of position classification recommendations with Human Resources staff, respective departments 14. Preparation of updated ADA/EEO-compliant classification specifications for each City job class 15. Resolution of employee reviews of classification recommendations and draft class specifications Comprehensive Compensation Survey • 16. Confirmation or identification of City's competitive employment areas for compensation surveys 17. Confirmation or identification of City occupations to utilize as survey benchmark job classifications 18. Development of compensation survey data collection, tabulation, and quality control protocol 19. Solicitation of comparator employers and agencies for participation in external compensation surveys 20. Extraction of data from questionnaires, published surveys and public employer compensation plans 21. Calculation of total compensation prevailing rates by job classification for comparison to City offerings 22. Consolidation of data from all sources and calculation of prevailing rates for benchmark jobs 23. Computation of extent City's compensation offerings vary from external prevailing rates and practices 24. Review of competitiveness analysis with City Manager, Assistant City Manager, project designee(s) Compensation Plan Development and Performance Evaluation Plan Review 25. Construction of optional salary range structures for review and selection by the City's project leaders 26. Assignment of job classes to salary ranges by internal equity and external competitiveness 27. Assistance with City Council identification of desired, affordable salary competitiveness policy 28. Fiscal impact estimates at various levels of external prevailing rates competitiveness policies 29. Review and critique of draft salary plan with Human Resources staff and City's project leaders 30. Conduct of focus group discussions on City's current and desired performance evaluation system 31. Development of, or coaching City staff in the development of updated performance measures, tools Communication of Results and Implementation Strategies 32. Preparation and presentation of a final project report for the City Council, staff, and City Officials 33. Development of a plan for the implementation of City's updated classification and compensation plan 34. Uploading of EZ COMP TM program files on a Human Resources Department computer and staff training • 35. Development and provision of process for ongoing plan maintenance and subsequent plan updates 36. Assistance with communicating City's updated plans for all City officials and employees 37. One year classification and compensation plan maintenance assistance at no cost to City CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 PROJECT APPROACH AND METHODOLOGY • u Following is our overall work plan and approach to achieving the City's objectives for the conduct of classification and compensation study, including employee interviews and updated classification specifications. A. OBJECTIVES OF THE PROJECT The recommended plans, programs, systems and administrative procedures will meet these ten most important criteria. - Internally equitable - Externally competitive - Readily understood - Easily updated & maintained - Legally compliant & defensible Financially responsible Efficiently administered Inclusive of employee input Reflective of City's values Reflective of prevailing "best practices B. SCOPE OF THE PROJECT The project includes a management and employee communication plan; partnership with the City's Human Resources staff, City Manager, and project designee(s); occupational, organizational, and operational familiarization; Position Description Questionnaire (PDQ) and job analysis for all classifications; worksite job information interviews (60 included); position classification and job title recommendations for all employees and classifications, updated ADA/EEO-compliant classification specifications; EZ COMPTM; internal equity and external competitiveness evaluation, total compensation survey and competitiveness analysis; salary range recommendations; fiscal impact estimates, review and recommendation for revision to the City's performance evaluation system; updated classification and compensation plan and one year of classification and compensation plan implementation support for approximately 200 employees in an estimated 60 occupational job classes. C. PROJECT METHODOLOGY 1. Quality Assurance To ensure a high quality project, we have built in several layers of procedural and statistical controls, in addition to those already in EZ COMPTM Internally, we follow a prescribed series of steps in each project phase, which are reviewed by our Project Director. We request that the Human Resources staff and City's Project Manager(s) review our work to minimize the chance of errors and to ensure that it reflects the City's organizational values. 2. Project Planning Meetings and Communication Plan Development We will consult with the City Manager, City Officials or representatives on a communication strategy, plan, and materials, beginning prior to the project and extending to the post-project information meetings. We plan to conduct group pre-project meetings for all City officials and employees where we will discuss the project's scope, answer questions, and distribute and explain the Position Description Questionnaire. See "Communicating the Project to the Employees" in the Appendices for additional information • regarding our approach to employee inclusion and communication. CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 D. POSITION CLASSIFICATION • 1. Review of Essential Tasks - Position Description Questionnaire We will review and analyze the current essential tasks, duties and responsibilities, and minimum qualifications of each included position through the Position Description Questionnaire.(PDQ) to be completed by each employee (or group of employees with identical jobs) in print or electronic format. If the information on the PDQ does not clearly delineate the position's scope of responsibilities, we may return the PDQ to the position's incumbent for additional information, or focus on the data gap during a worksitejob information interview. 2. Employee Worksite Job Information Interviews We will conduct a worksite job information interview with an incumbent of every City job classification. The purpose of these interviews is to verify the data on the PDQ, obtain additional insight into the scope and complexity of the job duties, observe technical processes and working conditions, and to provide employees with an additional method of participation in the project. This process also ensures that we make all internal and external comparisons on the basis of actual job content and not merely job title. 3. FLSA Status Determination We will review the essential tasks and minimum qualifications of each of the City's job classifications and subject them to the Fair Labor Standards Act tests to determine their exempt or non-exempt status. • 4. Position Classification Each of the City's positions will be analyzed and evaluated to determine their primary characteristics, including: - Is there a current City occupational job group comprised of job classes with essential functions similar to the subject position; if so: - To which of the group's job classes, and at what level, are the subject position's essential functions similar to the subject position, and if so: - Are they sufficiently comparable 20% guideline) to be allocated to that job class, utilize the same job title, require the same minimum qualifications, and be assigned to the same salary range. - If the City does not currently have a sufficiently comparable job class, what should be the subject position's occupational job class and title, and: - What should the recommended occupational classification action be, No Change (N), Title Change (T), Merge With Other Job Class (M), New Job Class (J). • - We may find that a job class is overly broad and encompasses regarded with significant salary difference in the marketplace. recommend "splitting" the job class into the current job class encompasses the different job activities. CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS several job activities which are In such an instance, we will and a new job class which 9/08 5. Updated Classification Specifications is We will prepare an updated ADA/EEO-compliant classification specification in the City's standard or other selected format for each occupational job class. Focus will be on the Essential Functions to conform with ADA guidelines. The specifications or descriptions may include (not limited to) the following components: Job Title - Definition Education, Training and Experience Physical Requirements Distinguishing Characteristics Licenses and Certifications Non-Essential Functions Essential Functions FLSA Exempt/Non-Exempt Status Mental Requirements Desired Knowledge and Skills Supervision Exercise/Received Working Conditions 6. Draft Classification Plan Review with Human Resources and Department Heads We will conduct a review of our initial position classification recommendations and draft class specifications with the Human Resources staff, Project Team, and respective department heads to identify possible errors, obtain feedback, and solicit suggestions for clarification. 7. Resolution of Employees' Classification Reviews We will provide the City with a process for employees to review our initial occupational job classification of their position, and provide a form for them to complete if they feel that an error has been made or to provide significant additional job content information. Depending on the action recommended by the respective department heads we may conduct a second job analysis and will inform the Human Resources department and project designee(s) of our final recommendation. • 8. Optional Approaches to Ensure Internal Equity If desired, and for precision in job class analyses, and subsequent salary range determinations, we may utilize one of several job evaluation systems widely in use, including the Hay Method, Decision Band Method (DBM), and the Factor Evaluation System (FES). FES is the most extensively validated and commonly utilized quantitative job evaluation system for public sector occupations, consisting of the following flexible compensable factors. Knowledge Required Personal Contacts Complexity Supervisory Controls Scope and Effect Work Environment Guidelines Provided Supervision Exercised Physical Demands The job class hierarchy based on job points will reflect the City's relative internal job worth values. The City's annual salary competitiveness policy will be translated into a mathematical formula which, when combined with the job points of each City job class, will determine the proper salary range for each job class and position. This balances internal equity (job points relationships) with external competitiveness (market relationship formula). a. Optional Approach A - FES System - We will train a task force of representative City employees in the adaptation of the FES point-factor job content evaluation system to the City's job worth values, guide them in the evaluation of a structured benchmark of job classes, conduct QC reviews, and evaluate the remaining job classes within the relative job worth structure established by the task force. We can provide the City with manual or automated versions of this system. b. Optional Approach B - Custom Designed System for the City - We will train and guide a task • force of representative City employees in the design of a point-factor system of job content evaluation total reflecting the City's relative job worth values, and proceed as in Approach A. We can provide the City with an automated version of the system once it has been developed with the task force. CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 E. EXTERNALLY COMPETITIVE COMPENSATION PLAN • City Involvement in Compensation Plan Development We will obtain policy direction from the City Manager, Human Resources staff, and/or City Officials on the following key components of the salary plan development process: Comparator Employer Selection Benchmark Job Class Selection Compensation Competitiveness Salary Structure Selection 2. Comprehensive Compensation Survey - Job Evaluation Method-Salary Plan Linkage - Draft Compensation Plan Review / Critique Policy - Total Compensation Points for Analysis - Project Implementation Plan a. Data Collection Protocol will be developed in consultation with the Human Resources Department and City's project leaders to determine which salary data elements to include, such as: Base Salary Information - Salary grade/step or open range salary plan structure - Salary range structure Minimum, Midpoint, and Maximum - Average actual salary of all incumbents in the job class - Method of salary administration - longevity, merit, or skill • Total Compensation Information - Financial Security, s/a retirement contributions, deferred comp, savings plans - Insured benefits, s/a medical, dental, life, vision, LTD etc. - Supplemental pay items for special qualifications/certifications - Individual or group incentive plans, bonus, awards, stipends - Pay for time not worked, s/a vacation, holidays, sick leave - Overtime policy, shift differentials, standby and/or recall pay b. Benchmark Job Selection will be made by identifying City job classes common to its employment- competitive public and private employers in the immediate area and throughout the region or State, clearly identifiable, and representative of standard occupational job groups. c. Comparator Employers Identification will be made in consultation with the City's Project Manager(s) and City Council. Criteria include their degree of competition to the City in obtaining and retaining high quality staff, their location in the City's traditional recruitment areas, and their organizational size and complexity. d. Compensation Data Collection will be made by one or more of the following methods. Pre-survey contact with the selected comparator employers to solicit participation in the City's compensation survey(s) Extraction from the pay plans of designated public employers. Customized salary and total compensation survey questionnaires for local governments and other public and private employers, distributed by mail, fax, and e-mail. As desired, additional data extraction from established salary surveys such as AWWA, BLS and commercial survey sources such as Watson Wyatt and ERI. e. Data Quality Control includes editing data for accuracy and proper matching to the City's survey • benchmark jobs, and phone/fax/E-mail follow-ups for data clarification and to obtain comparators' benchmark job descriptions. CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 3. Prevailing Rates Calculation We will consolidate the compensation data from all sources, enter the information into the EZ COMPT" • program, and compute the prevailing rates, inclusive of cost of living differentials, as the statistical mean of the survey data for each benchmark job class. Data will be projected forward from the date of collection to a common date relating to the City's salary plan year by the annual Prevailing Rate Increase Factor (PRI) applicable at that time. 4. Compensation Competitiveness Comparison We will provide the City with charts comparing its current salary structures to those of the selected public and private comparator employers. We will calculate the extent that the City's offerings vary from the prevailing rates and practices of other relevant employers. 5. Compensation Competitiveness Policy We will assist the City to select a compensation competitiveness policy which best fits its compensation strategy and financial resources, by providing fiscal impact estimates at various percentage relationships to the prevailing rates. 6. Salary Plan Structure Development We will review the City's current employee agreements and wage plans and 1) utilize the City's current wage plan structures to identify internally equitable and externally competitive salary ranges for each City job class or 2) prepare alternative salary range structures and schedules for the City and the City Manager to select the best fit for its competitiveness strategy, with these optional criteria: • _ Method of administration, i.e.: measured job performance, longevity, or skill Width of the salary ranges, grades, or broad bands, from Minimum to Maximum - Varying salary range widths for FLSA non-exempt or exempt positions - Open salary ranges for pay-for-performance or variable compensation plan - If steps within the salary ranges, number of steps, percentage separation - Number of salary ranges, grades, or broad bands in the salary schedule - Percentage of separation between salary ranges, grades or broad bands - Recognition for longevity, unique assignments, and special skill requirements - Remuneration for required special licenses, certifications and registrations - Linkage of performance evaluations to merit increase opportunities 7. Salary Range Assignment Development We will assign each job classification to a salary range in the City's current or selected new salary structure on the basis of a combination of factors, including: - the prevailing rates for the benchmark job classes - its current relationship to similar or occupationally related job classes - the 15% guideline for salary range separation between sequential job classes - the 25% guideline for salary separation of a department head job class - its quantitative evaluated internal job worth value (job evaluation points) 8. Implementation Plan Development We will consult with the City Manager and Human Resources staff on a plan for transition to the • recommended plan, including a timetable for the principal activities, employee communication, impact on collective bargaining processes, and estimates of required financial resources. CRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 9. Draft and Final Report Preparation • We will provide the City's project leader(s) with a draft of our report for review and critique, including the classification plan, FLSA designations, compensation market data, salary comparison tables, fiscal estimates, salary range listings, and implementation procedures. We will incorporate their critique into the development of a final report summalrizing the project's findings, recommendations, and detailed description of the City's updated position classification and compensation plans. 10. Final Report Presentations We will conduct a workshop or formal presentation of our final report and recommendations to the City Manager, City Officials, employees and employee representatives. 11. EZ COMPTM Program Installation We will install our EZ COMPTM program and project files on one of the Human Resources Department's computers and provide training to key staff in the maintenance and update of the classification and compensation plan. Please see the illustrative EZ COMPTm applications CD-ROM on the inside front cover of this proposal, and the program description booklet in the Appendix. 12. Implementation Warranty To ensure effective implementation of the new plan, we will analyze, evaluate, and provide a salary range recommendation for any new or changed job class, at no cost to the City for one year. • F. PERFORMANCE EVALUATION SYSTEM REVIEW We will conduct a review of the City's current job performance evaluation system, and provide the City with our recommendations regarding retention, revision, or replacement of all or components of the plan. Data will be obtained by our review of the documentation, comments and suggestions obtained during focus group discussions, and a comparison to "best practices" systems. Among the criteria we will utilize during our evaluation are the following. "Does the City's current system: - adequately distinguish between various levels of job performance, - have the confidence of the employees that the system is fairly applied, - focus on occupation-specific job performance and achievement criteria, - specify clear, reasonable, achievable, and measurable job objectives, - maximize the use of objective and observable performance standards, - minimize subjective supervisory input, universal criteria, or behavioral traits, - include employee participation in the establishment of goals for their position, - require individual annual job performance plans at the start of the rating year, - include performance planning, coaching, and remedial activities by supervisors, - provide sufficient training for supervisors in performance evaluation skills" • (continued) CMVA PUBLIC SECTOR PERSONNEL CONSULTANTS 6108 F. PERFORMANCE EVALUATION SYSTEM REVIEW (continued) is 1. Changes to System - Participation in Customization by City Officials We will conduct focus group discussions on the City's current performance evaluation system, tools, plans, and training with the Human Resources staff and City's Senior Staff and the Project Team, to obtain their input as to how this system needs to reflect the nature, scope, and complexity of the City's occupational job classes, its values and mission, and the City's work standards philosophy. We will partner with supervisors and managers to update and/or create performance standards as they relate to the class specifications, and provide a process to review the standards developed by departments and managers to ensure the effectiveness of the plan and system going forward. 2. Procedure Manuals and Forms We can provide all of the needed supervisory handbooks and forms for performance management planning and evaluation, customized for the City. We may utilize all or portions of our Achievement Evaluation Program, AEPTM, to create a program responsive to the City's project goals. 3. Supervisory Training Workshops We can conduct a series of '/2 day workshops to train the City's Senior Staff and supervisors in the basics of performance plan development for their own and subordinate positions. Principal components of the workshops include: l J - Counseling of employees on their job strengths and potential for improvement - Identifying job end results that are to be accomplished - from class specifications - Weighting the primary job achievement factors by their relative importance - Determining clear, reasonable, achievable, and measurable achievement goals - Establishing objective achievement measures by which to evaluate performance - Constructing a job performance evaluation scale for levels of achievement - Evaluating actual job performance by comparison to the achievement goals - Conducting the periodic performance achievement evaluation review meeting NOTE: One approach is to train supervisors and managers to develop performance measures and objectives, the other is to have PSPC develop the measures and objectives. See project cost proposal for additional details. 4. Quality Assurance Reviews We will provide a written critique of a sample of the initial performance measures and standards developed by the supervisors for their own or one of their subordinate positions. Alternatively, we will prepare performance standards and measures for the City's and respective departments' review and critique. • CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 G. ENSURING THE CITY'S SELF-SUFFICIENCY The City will be self-sufficient in all aspects of maintenance of the updated position classification and • compensation plan through these services. 1. Procedure Manuals - PSPC Position Classification Procedure Guide - PSPC Salary Administration Procedure Guide - City of Rosemead EZ COMPT"' Procedure Guide 2. Training Workshop - for Human Resources and other staff in position classification, job and performance evaluation, compensation surveys, and compensation plan design and administration. 3. Electronic Class Spec Library - we will provide the City with all updated ADA/EEO-compliant classification specifications in hard copy and electronic library format for internal maintenance. 4. EZ COMPM - program and project files on one of the Human Resources Department's computers, a users manual, and system training. 5. Initial Year's Implementation Warranty Support - we will analyze, evaluate, classify, and provide a salary range recommendation for any new or changed position or entire job classification, at no cost to the City for one year. H. EXTENSIVE EMPLOYEE INCLUSION AND COMMUNICATION Very important factors for successful implementation of new or updated classification and compensation • plans are 1) extensive employee inclusion, and 2) extensive employee communication. City officials and employees will participate in one or more of the following activities: Attending pre-project briefings and question and answer sessions Completing a Position Description Questionnaire (PDQ) describing their position Elaborating on theirjobs in individual or group job information interviews Requesting a second review of their position's occupational job classification Receiving information pamphlet/booklet describing the updated salary plan 1. MINIMAL CITY SUPPORT REQUIRED We are completely self-sufficient in projects of this nature and do not require any substantive staff support from the City other than payroll data, comparator employer contact information, and arrangements for group and individual meetings and interviews. We appreciate, but do not require, any office space, telephone, clerical assistance, computers, or office equipment. We will provide all data entry, data processing, duplicating, and related report preparation functions. • CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9108 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 PROJECT SCHEDULE ELAPSED PROJECT TIME CHART - GANTT CHART 0 PUBLIC SECTOR PERSONNEL CONSULTANTS I + I ~ 0 m S x C I ! I.__ ij F- MEN U) li I m ~ '£`~E yls Q Z fn = u H MAN U , J I ~ a~ II O W _ Z H Q - O Q M ~i *a J w Q Z W _ W co) Z (L WOa < -1 ~a I Z tnvO - - - - •0 p U W w LL JZ U C) Y) IRA U HaZ p 01. a F= W UO~ a'" cn U a LL Y l N l O N} N O U LL N LL Q O z Q V! a J O W W O [0 2_ a z O Z w LL a W V/' vFO J20i wN x > z~0 zNZ: ~~2a0 rOz V WIOi aUFU xIaz IL wOap~OwalJawi JJmUa N V J z W W o a O 9 m Oz w W a a Ox ~ W 2 1 U Iri z r z l" N a i w cow l <w~ w¢ m ~ U rmr z>pl ma(91 zUw Uafn UI J O »Ol oLL wl w J ~w~ ~Fr'I NOw' NO J iV Q W LL 0 z z z W a LL O W a Oz LL z w t: Zoz w j O W zaQ ~J AI M °U fA j hFO fn~Q Ql$ jI ~Up PC ~O! 3 O.a w 1 J K J a j W U N y a a w~ y : a °U W! r_ a z O w a W H 0 ~NQ ! wz0' SOU 0w0' O o xaw Uw' zcW)! cw7wLL' Z~x l rril Ww1 ~QN ?QU oQQI OWN a2m COO 1 ¢a¢I aN°I P:°LuI?OW~N U U ONLL 6U`t rw20:1 JUO'K~xWr, aWE~a(9a (If af a. u ~~7W 3aw w"oi J0Ita UaI aYLL Mo°I a 4 a~a Oz~I ~I ~Ioaol m~ ULL oo w > a LLla_x; z. x:)X Er o NUW J W a m W w a a r z a J O U a N a, m W _ z aoa o L) aw, L) y r ; a do a y o a~ u) uj aLLO or a O Q !1 ~i d I r " a 6 e C6 m U 10 PROPOSAL TO CONDUCT A CLASSIFICATION AND COMPENSATION STUDY FOR THE CITY OF ROSEMEAD 0 PROPOSED COST 0 0 PUBLIC SECTOR PERSONNEL CONSULTANTS PROJECT COST ESTIMATES • A. PROJECT COST ESTIMATES Bidder bears all expenses. We estimate that the project's total cost, including all fees for professional services and reimbursement for out-of-pocket expenses, will not exceed the indicated amounts. Position Classification Component - includes a management and employee communication plan and project briefings; partnership with the City's Human Resources staff, City Manager, and project designee(s); occupational, $25,000 organizational, and operational familiarization; Position Description Questionnaire (PDQ) and job analysis for all classifications; worksite job information interviews (60 included); position classification and job title recommendations for all employees and classifications; updated ADA/EEO-compliant classification specifications. Compensation Survey and Plan Component - includes internal equity and external competitiveness evaluation; total compensation survey and competitiveness analysis; salary range recommendations; fiscal impact estimates; custom EZCOMPTM application; updated classification and compensation plan and $25,000 one year of classification and compensation plan implementation support for approximately 200 employees in an estimated 60 occupational job classes. Performance Evaluation Review - includes focus group discussions with Human • Resources, City Officials, supervisors and managers, review and recommendation for revision to the City's performance evaluation system; optional revisions using $7,500 - $12,500 AEPTM system components; optional training and forms revisions by our staff or by training City supervisors and managers. B. FLEXIBLE WORK PLAN, NEGOTIABLE TOTAL COST, TERMS Our work plan is flexible and total project cost negotiable, and we will discuss, modify, add or delete, any work task to increase the project's responsiveness to the City's needs and financial resources. We do not require any advance payments, and will provide the City with monthly invoices for the professional services provided and out-of-pocket expenses incurred during the month. We request that the City pay the invoices within thirty (30) days of their receipt. • CIRCA PUBLIC SECTOR PERSONNEL CONSULTANTS 9/08 11