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HomeMy WebLinkAboutMinutes - 19910612 6/iaZ/9/ Sess/vn June 11, 1991 BUDGET WORK SESSION ON PAY 1 . Three Pay Elements There are three pay elements in the Manager' s Recommended Budget for Fiscal Year 1991-92 . The three elements are: -A 2 .5 percent cost-of-living increase, -Continuation of the merit pay program, and -Implementation of Phase II of the Classification and Pay Study. These are listed on Attachment 1 along with the estimated cost for each. 2 . Overview One way to look at a pay package and compare it to past years and that of other employers is to look at it as a percent of payroll. Attachment 2 is a chart which shows the three pay elements from the Manager' s Recommended Budget as a percent of payroll . This Attachment is updated from the one distributed earlier to reflect current estimated Permanent Annual Salaries . For Fiscal Year 1991-92 the three pay elements represent 5 . 2 percent of payroll . This is shown in the "Total Percent" column. Attachment 2 also shows the pay package as a percent of payroll for past years . In comparison to past years, the Fiscal Year 1991-92 pay package is a lesser percent of payroll . Attachment 3 shows the results of a survey conducted by the American Compensation Association (ACA) of projected salary budget increases . According to ACA, salary budget increases include general (cost-of-living type) and merit increases and do not include other increases . On this basis, Orange County' s proposed salary budget increase would be 4 .4 percent. • -2- The ACA survey shows a national projection of between 5 .4 percent and 5 . 7 percent for increases in salary budget. The same increases were projected for the Southern region. Attachment 4 provides salary budget information for private employers in the Research Triangle. The average salary budget increase of all the employers shown on that attachment is 5 . 66 percent. Personnel also has surveyed nine other public employers in the area to obtain salary budget data. (The employers are listed in Item 4 . ) Among the nine employers, the range of salary budget increases reported was from 0 to five percent, if increased 401 (k) plan contributions are not included. 3 . Cost-of-Living Increase The first element of the recommended pay package is a cost-of-living increase. A cost-of-living increase responds to two factors : increases in the cost of living and adjustments other employers are making to their salary ranges . The recommended budget includes a 2 .5 percent cost of living increase. Information on changes in the cost-of-living as shown by the consumer price index was given to Commissioners earlier. That showed that the consumer price index increased 6 . 1 percent in 1990 and a 4 . 5 percent increase is projected for 1991 . As to adjustments planned by other employers, Attachment 5 shows the results from a May 1991 survey conducted by the North Carolina League of Municipalities . This shows proposed cost-of-living increases in cities with a population over 10, 000 . (Cities over 10, 000 usually have a comparably sized staff to counties . ) Of the 36 cities shown, 18 are reporting no cost-of- living increase and 18 are reporting a cost-of-living increase. Of the 18 with a cost-of-living increase, the average increase is 3 .58 percent. -3- In this area there are currently four public employers with a proposed cost-of-living increase. These are: Carrboro - 3 .5 percent effective 7-1-91 Cary - 3 percent effective 1-1-92 OWASA - 2 percent effective 7-1-91 and beginning a 2 percent 401 (k) plan contribution effective 1-1-92 Hillsborough - 5 percent effective 7-1-91 The City of Durham is not proposing a cost-of-living increase but is proposing to increase its 401 (k) plan contribution for employees from 4 percent to 5 percent effective January 1 . [The 401 (k) plan is a supplemental retirement plan. ] 4 . Merit Increases The second pay element in the Manager' s Recommended Budget is continuation of funding for the merit pay program. Attachment 6 summarizes the key purposes that a merit pay program serves . Effective January 1, 1990 the County implemented the Work Planning and Performance Review program (called WPPR) . Under WPPR, award of any merit increase is directly tied to the employee' s accomplishment of agreed-on performance objectives . The first year of WPPR has been a transition period from the previous performance evaluation system. The first year focused on the development of WPPR work plans . Performance reviews under these work plans began in 1991 . Under the Orange County merit pay plan, there are three levels of merit increase that may be awarded (excluding zero) : a minimum of 2 . 5 percent, 5 percent, and a maximum for Outstanding Achievement of 5 percent plus a 2 .5 percent lump sum bonus . -4- Attachment 7 shows merit increases awarded to date in Fiscal Year 1990-91 . This is partial year data only. There is some lag time between the employee' s performance review date and the date the completed work plan and any personnel action are received in Personnel so this data may change as the fiscal year is completed. Attachment 7 shows that the average of all merit increases awarded to date is 4 . 2 percent and that 68 . 7 percent of employees have received an increase. The County automated merit increase data effective July 1, 1990 . Over the past months Personnel has worked with Data Processing to set up reports on the merit increase program. This data is shown in Attachment 7 . Merit data was not automated prior to July 1 , 1990 . Such information could be produced only by manual calculation from each employee' s personnel file. Thus comparative data for past years is not available. For Fiscal Year 1991-92 Personnel surveyed the merit increase programs of nine other public employers in this area for comparison. These employers are: Carrboro, Cary, Chapel Hill, City of Durham, Durham County, Greensboro, OWASA, City of Raleigh and Wake County. All of these have proposed a merit pay program for Fiscal Year 1991-92 except Durham County. Of the eight with a merit program, six provide for a minimum merit increase of 2 .5 percent as does Orange County. One provides for a one percent minimum and one sets no minimum. As to maximum merit increase, the policies varied more. The maximums ranged from 2 .5 percent to no maximum except the top of the salary range. Of the eight, six provide for a maximum merit increase of seven percent or higher. Orange County' s maximum is a five percent salary increase plus a 2 .5 percent bonus which does not become a part of salary. -5- Personnel also surveyed the average merit increase awarded to employees under the merit programs . Some of the responses were relatively exact and others are an estimate. Two did not provide an average. Of the seven who gave an average, the overall average merit increase was 4 . 1 percent. The low was 2 .5 percent and the high was five percent. Personnel also surveyed the percentage of employees receiving merit increases among the nine employers . This information was not available for two employers . Of the remaining seven, the lowest percentage was 60 percent. For that employer, 25 percent of employees are not eligible because they are at the maximum of the salary range. The next highest employer had an average of 70 percent and the remaining four had averages ranging from 90 to 98 percent. Attachment 8 provides some additional comparative information on merit increase policies . This is from an annual survey conducted by the North Carolina Office of State Personnel . It covered 110 public and private employers . Item 2 on Attachment 8 shows the average percentage of employees receiving merit increase in this survey. The overall survey average was 75 . 7 percent. Item 1 of Attachment 8 shows the maximum merit increase permitted and Item 4 shows projected merits amounts for Fiscal Year 1991-92 . This merit program information for Fiscal Year 1991-92 indicates that Orange County' s program is quite comparable to those of other local governments . It is competitive with them and is not excessive or out of line with what is required. 5 . Merit and Cost-of-Living Combined Personnel also surveyed the average increase being awarded among the nine employers when merit and cost-of- living are combined. -6- Of the nine, one employer (Durham County) is not granting either a merit or cost-of-living increase. One employer could not report an average but projected that one half of employees would receive over 4 .5 percent. For seven of the nine, the average combined increase ranged from 3 . 9 percent to 6 . 5 percent with an overall average of 5 percent. 6 . Classification and Pay Study_ The third pay element in the Manager' s Recommended Budget is funding for implementation of the Phase II Classification and Pay study. This included Health and Social Services departments and the Phase I restudies . A report on completion of the Phase II study was provided to Commissioners at the June 3 meeting. Implementation of this study is a fundamental need. Attachment 8 summarizes some of the purposes of the position classification plan. paypres2 .doc June 6, 1991 ORANGE COUNTY BENEFITS FOR PERMANENT EMPLOYEES MANDATED BENEFITS RETIREMENT: Each Permanent employee is required by law to join the N.C. Local Governmental Employees' Retirement System. As required by State law, the County contributes 4.94 percent of salary for general County employees, and 3 .86 percent for sworn law enforcement officers. Each employee contributes six percent of salary. 401(k) PLAN: As required by State law, the County contributes five percent of salary for sworn law enforcement officers. The County makes no 401(k) contribution for other employees. Employees may contribute to the 401(k) Plan on a voluntary basis. SOCIAL SECURITY: As required by Federal law, the County contributes 7. 65 percent of salary for employees. Each employee contributes 7.65 percent of salary. UNEMPLOYMENT COMPENSATION: As required by State law, the County pays charges based on actual claims. Amount budgeted for Fiscal Year 1990-91 $12, 000 Actual amount paid 1990-91 $14,739 Amount budgeted for Fiscal Year 1991-92 $17, 000 There is no cost to the employee. WORKERS COMPENSATION: All employees are covered by Worker's Compensation while performing job duties. The County pays an annual premium bases on experience and job classifications. Amount budgeted for Fiscal Year 1990-91 $100, 000 Actual amount paid $121, 046 Amount budgeted for Fiscal Year 1991-92 $125, 000 There is no cost to the employee. INSURANCES HEALTH: Health Insurance is offered and employees have a choice of three health care plans. Attachment 1 shows the amount the County pays and the amount the employee pays. LIFE INSURANCE ACCIDENTAL DEATH & DISMEMBERMENT: The County pays $ .30 per month per $1, 000 of salary up to $50, 000. There is no cost to the employee for employee coverage. The employee may elect to cover dependents by paying the cost ($ .83 semi-monthly) . DENTAL INSURANCE: This plan is self funded and the County is responsible for actual claims paid. There is no cost to the employee if employee only coverage is selected. The employee pays to cover dependents. Attachment 2 shows the current rates. OTHER EMPLOYEE ASSISTANCE PROGRAM: This program provides confidential assessment, counseling and referral for personal problems including alcohol and drug abuse. The County pays $1.65 per month per employee. There is no cost to the employee. LONGEVITY PAY: The County provides Longevity Pay to employees who have completed at least 15 years of County service. Longevity is computed by multiplying the employee's annual salary by the appropriate percentage: 15 years but less than 20 2 .25% 20 years but less than 25 3 . 25% 25 and more years 4.50% FLEXIBLE COMPENSATION PLAN: The County pays administrative cost of $3. 50 per pay period per participant in a Flexible Spending Account and $1. 00 per pay period for each employee who tax shelters health and dental premiums only. This cost is offset by FICA savings. There is no cost to the employee. TUITION REFUND PROGRAM: The County reimburses up to $300 per fiscal year to employees for tuition, fees and books for approved courses. LEAVES VACATION LEAVE: Vacation Leave is earned at the following rates for a Permanent Full time (40 hour) employee: Total Years Of Orange County Service Vacation Hours Earned Per Month Per Year Less than 2 8. 0 96. 0 2 but less than 5 9. 6 115. 2 5 but less than 10 12 . 0 144. 0 10 but less than 15 14.4 172 . 8 15 but less than 20 16.8 201. 6 21 or more 19.2 230.4 SICK LEAVE: A Permanent employee earns 96 hours (12 days) of Sick Leave each year. HOLIDAYS: The County provides 11 paid Holidays per year. FUNERAL LEAVE: A Permanent employee receives three paid days for death in the employee's immediate family. CIVIL LEAVE: Civil Leave is granted with pay to Permanent employees. MILITARY LEAVE: Military leave of absence is available to Permanent employees. PETTY LEAVE: A Permanent employee earns 14 hours per year. FAMILY LEAVE: A Permanent employee receives three paid days of leave for a birth or an adoption of a child. ATTACHMENT 1 HEALTH PLAN YEAR: JANUARY 1, 1991 THROUGH DECEMBER 31, 1991 MAJOR MEDICAL HEALTH INSURANCE RATES AND MONTHLY SUBSIDY PLAN DEDUCTIONS EFFECTIVE DECEMBER 1, 1990 - NOVEMBER 30, 1991 TOTAL MONTHLY MONTHLY SEMI- MONTHLY COUNTY EMPLOYEE MONTHLY RATES SUBSIDY RATES RATES 1) TRADITIONAL (BLUE CROSS/BLUE SHIELD) Individual 112 .76 112.76 0. 00 0. 00 E/Children 217. 62 145. 00 72. 62 36. 31 E/Spouse 237.92 165. 00 72 .92 36.46 Family 338.28 205. 00 133 .28 66. 64 2) PERSONAL CARE PLAN (BLUE CROSS/BLUE SHIELD) Individual 112.76 112 .76 0. 00 0. 00 E/Children 217 . 62 145. 00 72 . 62 36. 31 E/Spouse 237.92 165.00 72 .92 36.46 Family 338.28 205.00 133 .28 66. 64 3) MANAGED CARE PLAN (CAROLINA PHYSICIANS HEALTH PLAN) Individual 123 . 00 112 .76 10.24 5. 12 E/Children 251. 00 145. 00 106. 00 53 . 00 E/Spouse 271. 00 165. 00 106. 00 53 . 00 Family 394. 00 205. 00 189.00 94 .50 4) HEALTH INSURANCE OPTION Employees may elect to have a monthly amount of $67 . 50 in taxable cash paid directly to them instead of electing health insurance coverage. Employees are required to verify that they have health insurance coverage elsewhere before this option can be exercised by completing a "Health Insurance Waiver Form." ATTACHMENT 2 DENTAL INSURANCE PLAN Category Current Monthly Rate County Employee Total Employee Only 8. 30 -- 8.30 Employee and 8. 30 8. 30 16. 60 Spouse Employee and 8. 30 10.44 18 .74 Children Employee and 8. 30 18.72 27 . 02 Family TRAVEL & TRAINING page 1 ORIGIN/RECOM BUD 6/91 90-91 91-92 DIFFERI COMMUNITY MAINTENANCE Commissioners 15,212 15,400 188 Courts 0 0 0 Elections 1,240 2,000 760 Additional elections Soil&Water 650 650 0 Sub-Total 17,102 18,050 948 GENERAL ADMINISTRATION Manager 8,250 8,250 0 Budget 905 905 0 Personnel 6,000 5,000 (1,000) Finance 2,500 2,625 125 Purchasing 1,300 1,300 0 Central Services 0 0 0 Data Processing 4,000 4,500 500 Sub-Total 22,955 22,580 (375) TAXATION AND RECORDS Register of Deeds 4,160 4,360 200 Land Records 1,350 2,450 1,100 Add'l Geographic InformaGIS training) Tax Assessor 3,000 3,340 340 Tax Collector 2,600 2,600 0 Sub-Total 11,110 12,750 1,640 COMMUNITY PLANNING Planning 8,100 8,550 450 Economic Development 6,000 4,400 (1,600) Sub-Total 14,100 12,950 (1,150) HUMAN SERVICES Social Services 23,592 34,772 11,180 JOBS & independent Li i not included in Health 17,219 17,478 259 p origina� udget. Ag Extension 0 0 0 Recreation and Parks 3,490 3,490 0 Aging 3,725 3,725 0 CAT 300 300 0 Commission for Women 500 500 0 Child Support 2,600 1,200 (1,400) Sub-Total 51,426 61,465 10,039 TRAVEL & TRAINING PAGE 2 6/91' ORIGINF RECOM BUD 90-91 91-92 DIFFERI PUBLIC SAFETY Sheriff 12,500 18,135 5,635 Officer Survival School (10 officers) & Emergency Services 12,260 12,860 600 fireairm ngRequalification rain . Sub-Total 24,760 30,995 6,235 Public Works 8,988 8,050 (938) Sub-Total 8,988 8,050 (938) TOTAL 16,399 C:191-92BUD\DUES&SUB.wk l 05-Jun-91 (0191 (C6 ), SUBSCRIPTIONS 90-91 91-92 DIFFERENCE COMMUNITY MAINTENANCE Commissioners 650 450 (200) Courts 0 0 0 Elections 175 175 0 Soil&Water 18 20 2 Sub-Total 843 645 (198) GENERAL ADMINISTRATION Manager 200 200 0 Budget 0 0 0 Personnel 1,000 900 (100) Finance 150 150 0 Purchasing 400 400 0 Central Services 0 0 0 Data Processing 125 150 25 Sub-Total 1,875 1,800 (75) TAXATION AND RECORDS Register of Deeds 600 600 0 Land Records 100 100 0 Tax Assessor 0 0 0 Tax Collector 17 20 3 Sub-Total 717 720 3 COMMUNITY PLANNING Planning 200 425 225 Economic Development 365 365 0 Sub-Total 565 790 225 HUMAN SERVICES Social Services * 1,350 3,528 2,178 Includes $j ,878 f$roIndenpndnnt de Health 1,333 1,362 29 in oiginl 9� �uge Ag Extension 400 400 0 Recreation and Parks 201 201 0 Aging 75 70 (5) CAT 45 45 0 Commission for Women 150 150 0 Child Support 200 200 0 Sub-Total 3,754 5,956 2,202 *Includes materials for clients, such as in the Independent Living Program, books and other educational materials for the participants of this program. r a1 � SUBSCRIPTIONS . . , 90-91 91-92 DIFFERENCE ' ORIG BUD RECOM BUD PUBLIC SAFETY Sheriff 340 340 0 Emergency Services 300 300 0 Sub-Total 640 640 0 Public Works 600 500 (100) Sub-Total 600 500 (100) TOTAL 2,057 C:191-92BUD1DUES&SUB.wk l 06-Jun-91 Attachment 1 June 1991 THREE PAY ELEMENTS ESTIMATED ITEM COST* A 2 .5 Percent Cost-Of-Living $368, 688 increase for permanent employees effective July 8, 1991 Continuation of the Merit Pay 286,678 Program Implementation of the Phase II 123, 145 Classification and Pay Study (Health, Social Services and Phase I restudies) effective July 8, 1991 *Includes all fund sources :merit.doc June 1991 -ESTIMATED- COST-OF-LIVING (COL) , MERIT AND CLASSIFICATION STUDY AS A PERCENT OF PERMANENT SALARIES PERMANENT FISCAL ANNUAL COL COL MERIT MERIT CLASS CLASS TOTAL YEAR SALARIES* BUDGET* PERCENT BUDGET* PERCENT STUDY* PERCENT TOTAL PERCENT 1991-92 13, 116,259 322, 500 2 .5 254, 621 1 . 9 109, 375** . 8 686, 496 5 . 2 1990-91 11, 588,263 440,354 4 260, 236 2 .2 30, 000** . 3 730, 590 6. 3 1989-90 10, 534, 750 421, 390 4 196, 287 1 . 9 -- - 617, 677 5 . 9 1988-89 8, 726,900 436, 345 5 187, 197 2 . 1 -- - 623, 542 7 . 1 1987-88 7,085,978 325, 955 4 . 6*** 330, 729 4 . 7 210, 516 3 867 , 200 12 . 2 *Does not include retirement or social security. Permanent Annual Salaries includes new positions and reflects the best available estimate of permanent payroll used in budgeting for cost-of-living and merit increases each year. **For FY 1991-92, Phase II Classification and Pay Study implementation (Health, Social Services and Phase I restudies) . For FY 1990-91, Phase I Classification and Pay Study implementation for departments except Health and Social Services . ***With implementation of new salary schedule, employee salaries were placed on the closest step to a 4. 6 percent increase. rt rt W n co125 .doc m 0 n N • Attachment 3 June 1991 AVERAGE 1991 PROJECTED SALARY BUDGET INCREASES* NON-EXEMPT EXEMPT OFFICERS/ AREA SALARIED SALARIED EXECUTIVES National 5.4 5 .5 5.7 Southern 5.4 5 .5 5.7 Region *1990-91 American Compensation Association (ACA) Survey. The survey includes 2,427 U.S. firms and 151 Canadian firms representing industrial, service, utility, finance, government, education and health-care organizations. According to ACA, "salary budget increases" includes general (cost- of-living increases) and merit increases only. :averages.doc Attachment 4 June 1991 RESEARCH TRIANGLE EMPLOYERS* Average of salary budget increases as a percent of payroll: 5.66 percent Employers Included: ACCATRL Network Systems Becton Dickinson & Company Research Center Burroughs Wellcome Co. Edward Weck Inc. Glaxo Mitsubishi NSI Technology Services Corp Northern Telecom Inc. Research Triangle Institute (RTI) Rhone-Poulenc AG SAS Institute Inc. *May 29, 1991 survey conducted by Duke University Office of Human Resources :averages.doc Attachment 6 June 1991 PURPOSES MERIT PAY PLAN 1. Directly ties the employee' s pay to accomplishment of specific performance objectives 2 . Provides higher level of rewards for employees with higher levels of performance 3 . Supports and reinforces the use of the Work Planning and Performance Review program, including better day-to-day communication on performance 4. Increases the clarity of employee goals 5. Helps support organizational change when needed 6. Creates a sense of challenge for employees 7 . Provides a mechanism for employees to advance to higher salaries in the salary range in relation to new hires pay.doc Attachment 7 June 1991 FISCAL YEAR 1990-91 MERIT INCREASES FOR ORANGE COUNTY EMPLOYEES* CATEGORY NUMBER PERCENT 2.5 Percent 111 23 5.0 Percent 202 43 5.0 Percent plus 13 3 2.5 Percent Lump Sum None** 149 31 For Employee Receiving Merit Increase, Average Merit Increase: 4.2% Percent Employee Receiving Merit Increase: 68.7% * July 1, 1990 through June 6, 1991 only ** Includes employees not eligible, eligible employees not receiving an increase, and eligible employees whose reviews have not yet occurred :merit.doc Attachment 8 June 1991 MERIT INCREASE POLICIES* 1. Maximum Merit Increase Permitted - Average 8.8% - Local/Municipal governments 7 .8% average - State governments average 5.4% 2. Percent of Employees Receiving Merit Increases - Survey average 75.7% - Local/Municipal governments 71.7% average - State governments average 55.4% 3. Merit Increases Budgeted for FY 90-91 - Survey average 4.8% - Local/Municipal governments 4.8% average - State governments average 3 .5% 4. Merit Increases Projected for FY 91-92 - Survey average 4.8% - Local/Municipal governments 5.2% average - State governments average 4.3% *From December 1990 Office of State Personnel "1990-91 Compensation Report. " This covered 110 employers, primarily in North Carolina, and 15 state governments. :chart.doc Attachment 5 June 1991 ANTICIPATED COST-OF-LIVING ADJUSTMENTS BY N.C. CITIES AND TOWNS FOR FY 91-92* GREATER THAN 10,000 IN SURVEY ANALYSIS POPULATION Number of Cities Responding 36 With Cost-of-Living on One Date Number of Cities Reporting 18 0% Cost-of-Living Average Cost-of-Living 1.79% Anticipated With Those Reporting 0% Adjustment Average Cost-of-Living Without 3 .58% Those Reporting 0% Adjustment Number of Cities Reporting a 4 5% Cost-of-Living Range of Cost-of-Living Reported 2 .0% - 5.0% *May 1991 survey conducted by North Carolina League of Municipalities :merit.doc Attachment 9 June 1991 PURPOSES POSITION CLASSIFICATION PLAN 1. Serves as the foundation for the pay plan -Defines the County's positions -Supports comparisons with the labor market -Establishes appropriate internal salary relationships -Assures that positions with similar duties and responsibilities are treated alike (equal pay for equal work) 2 . Promotes employee relations by providing a systematic, objective basis for pay 3 . Supports recruitment and retention of qualified employees 4. Supports employee career development by defining promotional ladders 5. Serves as a budgeting tool by defining positions and costs pay.doc ADDITIONAL INFORMATION GIVEN TO TAXWATCH TODAY JUNE 1991 ORANGE COUNTY CONTRIBUTIONS TO EMPLOYEE BENEFITS ITEM COMMENT COST 1989-90 TOTAL ALL SALARIES $10, 838, 951 TOTAL ALL BENEFITS Including Holiday, Vacation And Sick Leave $ 3, 397, 162 SOCIAL SECURITY, WORKERS ' COMP & UNEMPLOYMENT $876, 688 RETIREMENT 4 . 94% General Employees 3 . 86% Law Enforcement Officers $533, 190 401 (k) Law Enforcement Officers Only $ 84, 982 HEALTH INSURANCE ( See attached chart) . . $471, 824 LONGEVITY PAY 15 but less than 20 years 2 .25% of salary 20 but less than 25 years 3 .25% of salary 25 and more years 4 .50% of salary $ 48, 382 DISABILITY INSURANCE None $ -0- LIFE INSURANCE $ 39, 943 OTHER LAW ENFORCEMENT OFFICER' S SEPARATION ALLOWANCE $ 16, 747 RETIREE HEALTH INSURANCE $ 32, 157 DENTAL INSURANCE $ 41, 281 TUITION REFUND $ 2,464 Total $ 92, 649 2 HEALTH PLAN YEAR: JANUARY 1 , 1991 THROUGH DECEMBER 31 , 1991 MAJOR MEDICAL HEALTH INSURANCE RATES AND MONTHLY SUBSIDY PLAN DEDUCTIONS EFFECTIVE DECEMBER 1 , 1990 - NOVEMBER 30, 1991 TOTAL MONTHLY MONTHLY SEMI- MONTHLY COUNTY EMPLOYEE MONTHLY RATES SUBSIDY RATES RATES 1 ) TRADITIONAL (BLUE CROSS/BLUE SHIELD) Individual 112 . 76 112 . 76 0 . 00 0 . 00 E/Children 217 . 62 145 . 00 72 . 62 36 . 31 E/Spouse 237 . 92 165 . 00 72 . 92 36 . 46 Family 338 . 28 205 . 00 133 . 28 66 . 64 I2 ) PERSONAL CARE PLAN (BLUE CROSS/BLUE SHIELD) Individual 112 . 76 112 . 76 0 . 00 0 . 00 E/Children 217 . 62 145 . 00 72 . 62 36 . 31 E/Spouse 237 . 92 165 . 00 72 . 92 36 . 46 Family 338 . 28 205 . 00 133 . 28 66 . 64 3) MANAGED CARE PLAN (CAROLINA PHYSICIANS HEALTH PLAN) Individual 123 . 00 112 . 76 10 . 24 5 . 12 E/Children 251 . 00 145 . 00 106 . 00 53 . 00 E/Spouse 271 . 00 165 . 00 106 . 00 53 . 00 Family 394 . 00 205 . 00 189 . 00 94 .50 4) HEALTH INSURANCE OPTION Employees may elect to have a monthly amount of $67 . 50 in taxable cash paid directly to them instead of electing health insurance coverage. Employees are required to verify that they have health insurance - coverage elsewhere before this option can be exercised by completing a "Health Insurance Waiver Form. " a . *gyp,. r VACATION LEAVE* For a Permanent Full Time Employee Total Years of Vacation Hours Orange County Earned Service Per Month less than 2 8 . 0 2 but less than 5 9 . 6 5 but less than 10 12 . 0 10 but less than 15 14 . 4 15 but less than 20 16 . 8 21 or more 19 . 2 Average 14 days earned per year estimated $562 , 728 HOLIDAYS* 11 days per year estimated $442, 144 SICK LEAVE* 12 days earned per year estimated (based on 6 days used) $244 , 632 4' *Leave already is included in total salaries 3 JUNE 1991 ORANGE COUNTY CONTRIBUTIONS TO EMPLOYEE BENEFITS ITEM COMMENT COST 1989-90 TOTAL ALL SALARIES $10, 838, 951 TOTAL ALL BENEFITS Including Holiday, Vacation And Sick Leave $ 3, 397 , 162 SOCIAL SECURITY, WORKERS ' COMP & UNEMPLOYMENT $876, 688 RETIREMENT 4 . 94% General Employees 3 . 86% Law Enforcement Officers $533 , 190 401 (k) Law Enforcement Officers Only $ 84 , 982 HEALTH INSURANCE (See attached chart) . . $471, 824 LONGEVITY PAY 15 but less than 20 years 2 . 25% of salary 20 but less than 25 years 3 . 25% of salary 25 and more years 4 . 50% of salary $ 48, 382 DISABILITY INSURANCE None $ -0- LIFE INSURANCE $ 39 , 943 OTHER LAW ENFORCEMENT OFFICER' S SEPARATION ALLOWANCE $ 16, 747 RETIREE HEALTH INSURANCE $ 32, 157 DENTAL INSURANCE $ 41, 281 TUITION REFUND $ 2, 464 Total $ 92, 649 VACATION LEAVE* For a Permanent Full Time Employee Total Years of Vacation Hours Orange County Earned Service Per Month less than 2 8 . 0 2 but less than 5 9 . 6 5 but less than 10 12 . 0 10 but less than 15 14 .4 15 but less than 20 16 . 8 21 or more 19 .2 Average 14 days earned per year estimated $562, 728 HOLIDAYS* 11 days per year estimated $442 , 144 SICK LEAVE* 12 days earned per year estimated (based on 6 days used) $244, 632 *Leave already is included in total salaries HEALTH PLAN YEAR: JANUARY 1, 1991 THROUGH DECEMBER 31, 1991 MAJOR MEDICAL HEALTH INSURANCE RATES AND MONTHLY SUBSIDY PLAN DEDUCTIONS EFFECTIVE DECEMBER 1, 1990 - NOVEMBER 30, 1991 TOTAL MONTHLY MONTHLY SEMI- MONTHLY COUNTY EMPLOYEE MONTHLY RATES SUBSIDY RATES RATES 1 ) TRADITIONAL (BLUE CROSS/BLUE SHIELD) Individual 112 . 76 112 . 76 0 . 00 0 . 00 E/Children 217 . 62 145 . 00 72 . 62 36 . 31 E/Spouse 237 . 92 165 . 00 72 . 92 36 . 46 Family 338 .28 205 . 00 133 .28 66 . 64 2 ) PERSONAL CARE PLAN (BLUE CROSS/BLUE SHIELD) Individual 112 . 76 112 . 76 0 . 00 0 . 00 E/Children 217 . 62 145 . 00 72 . 62 36 . 31 E/Spouse 237 . 92 165 . 00 72 . 92 36 . 46 Family 338 .28 205 . 00 133 .28 66 . 64 3 ) MANAGED CARE PLAN (CAROLINA PHYSICIANS HEALTH PLAN) Individual 123 . 00 112 . 76 10 . 24 5 . 12 E/Children 251 . 00 145 . 00 106 . 00 53 . 00 E/Spouse 271 . 00 165 . 00 106 . 00 53 . 00 Family 394 . 00 205 . 00 189 . 00 94 .50 4) HEALTH INSURANCE OPTION Employees may elect to have a monthly amount of $67 .50 in taxable cash paid directly to them instead of electing health insurance coverage. Employees are required to verify that they have health insurance coverage elsewhere before this option can be exercised by completing a "Health Insurance Waiver Form. " `'' °' @ ttz e & uzPutr blic r irk 6.fR11 • E —! � „ P.O. BOX 8181 HILLSBOROUGH, NORTH CAROLINA 27278 Wilbert J. McAdoo DIRECTOR To: Orange County Board of Commissioners I,' From: Wilbert McAdoo, Public Works Director V" c Re : In-house vs. Contract Custodial Services Date : June 10 , 1991 Please note the attached information illustrates custodial services currently being provided by Orange County Public Works Custodial Staff . The staff consist of 11 Custodians and one Custodial Supervisor . They clean a total of 192 , 673 square feet of space. Orange County facilities are spread throughout the County and vary in size, function, traffic pattern, different hours and different occupants. Custodial Staff provides different levels of service for different buildings as illustrated in the "Custodial Services Schedule. " Each facility is unique and each has its ' own particular cleaning needs. In an attempt to compare the cost for in-house custodial services and contract services, I researched what some other local governments are paying for routine contract custodial services and figured cost on a per square foot basis . The current custodial services provided by Orange County Custodial Staff cost $1 .43 per square foot . • North Carolina Administration Buildings : Albemarle Building $1 . 60 Administration Building 1 .44 Wake County average: . 87 Durham County average: . 60 Town of Chapel Hill average: 1 . 57 Office Location Highway 86 North Hillsborough As illustrated, the square footage cost varies widely from building to building. Additionally, the level of services vary widely, different entities define routine service and non-routine services differently. Non-routine service requires addditional cost . The measurement of the level of service and cost associated is complex and many factors must be considered in evaluating the performance of building cleaning. In comparison analysis with other local government custodial services, one can only generalize what the true cost would be to contract out custodial services nor can we pre-determine what level of services we would receive. The only true way of assessing cost for contract custodial services is to prepare specifications, receive bids and evaluate them. Then evaluate contract performance to determine if the contractor can meet the required level of service and contract requirement . Orange County Staff has taken measures to save money in cleaning: 1 . New positions have not been granted since 1985-86 budget years . 2 . Changed work hours from 1 : 00 P. M. to 9 : 00 P. M . and from 3 : 00 P. M. to 11 : 00 P. M. to increase productivity - exception one custodian 6 : 00 A. M. to 2 : 00 P. M. 3 . Supervisor performs routine inspection to evaluate custodial employee performance . 4 . Developed project teams for non-routine services. 5 . Reassigned staff to maximize performance . 6 . Provides in-house training on use of equipment and cleaning supplies . 7 . Shares equipment among buildings. 8 . Purchases cleaning supplies in large quantities and when possible, under State contract . In conclusion, the Orange County Custodial Staff provides a high level of service at a reasonable cost . To measure the cleaning services provided, one must consider the type of cleaning performed, the method and equipment used and the level of service desired by the building occupants . There is always the opportunity to change the frequency of services ( and therefore, the quality) or simply eliminate certain activities, but we must also be aware of the ramifications in terms of effect on service. Should you have questions or need additional information, please do not hesitate to contact me . Attachments : 5 ORANGE COUNTY PUBLIC WORKS CUSTODIAL SERVICES SCHEDULE The following is an outline of custodial services provided for Orange County Offices through the Orange County Public Works Department. Services are broken down by area , frequency of provision and type of service rendered . I • OFFICES, CONFERENCE ROOMS AND LIBRARIES A. DAILY * Empty wastecans , clean and replace liners as needed . * Empty and clean ashtrays , cigarette stands and sand-filled urns . * Dust desk and cabinet tops . * Vacuum and spot clean all carpeting . * Sweep and/or dry mop all hard surface floors, including storage rooms . * Clean steps and all entrances . * Spot mop floors where needed. * Re-arrange furniture as required. * Spot clean all interior glass partitions and doors . B. WEEKLY * Dust horizontal surfaces of desk, chairs , tables and files . * Sweep,, dry mop and/or vacuum full floor area . * Damp mop with clear water and wax mixture and buff non-carpeted flooring . * Spot clean walls , doors , door frames , and woodwork . C. MONTHLY * Dust vertical surfaces and underneath furniture, including table and chair legs . * Dust picture frames and wall plaques . * Remove cpbwebs from ceilings , walls , corners , moldings , and baseboards . * Clean and dust window sills and venetian 1 i i nds . * Wash waste receptacles as needed . D. SEMI-ANNUALLY * St rip resilient floors and apply ( 4 ) four thin coats of finish . Allow floor fin sh to harden ( 2 ) two to ( 4 ) four days before buffing . • Vacuum all. upholstered o 1_ l lste.r•ed fui•nitur'e; clean, witl-, germicidal detergent all vinyl on upholstered furniture , all soled vinyl furniture, hard plastic chairs and benches . II . BATHROOMS A. DAILY * Sweep, scrub and deodorize floors . * Clean and disinfect sinks , toilets , urinals , mirrors , showers and all other bathroom fixtures . * Spot clean and dust other surfaces including tile . * Empty all trash receptacles and service all dispensers . * Refill paper towels , toilet tissue, sanitary napkin and hand soap dispensers . B. WEEKLY * Damp-wipe walls , stall surfaces and doors . * Damp-wipe trash receptacles . C. MONTHLY * Buff resilient floors . III . STAIRWAY CLEANING A. DAILY * Sweep or vacuum steps and landings . * Dust handrails , ledges, radiators , etc . B. BI-WEEKLY * Damp mop steps, risers and landings . * Spot clean walls , doors , door frames and woodwork . * Polish all kick door plates , push plates , brass light switch plates . Wipe off all plastic light. switch plates . IV. COURTROOMS A. DAILY * Empty all ash trays , cigarette stands and sand- filled urns . * Empty all wastecans and clean . * Clean sinks , mirrors and supply paper towels . * Dust horizontal surface of all furniture and clean glass desk tops . * Vacuum carpeted areas and sweep and/or dry mop. non- carpeted areas . V. CORRIDOR ENTRANCE AND LOBBY CLEANING A. DAILY * Empty all ash trays, cigarette stands and sand- filled urns . * Empty all wastecans and clean. * Clean and disinfect.. all drinking fountains . * Dust all surfaces . * Sweep and/or dry mop all non-carpeted floor areas . * Damp mop floors and buff them where needed in main entrances . * Clean both sides of main entrance door or window glasses . • * Spot clean furniture, fixtures , walls and partitions . * Vacuum carpeted floors . B. SEMI-ANNUALLY * Strip floors and apply ( 4 ) four thin coats of floor finish . * Thoroughly clean all floor and base boards . * Buff floors . * Wash all outside glasses , including windows . * Clean all venetian blinds . VI . MISCELLANEOUS Supply rooms and storage cabinets must be cleaned and organized for inspection on a quarterly basis . REQUIRED TIME - ROUTINE WORK •-- ---- -- --- -- - ._ . FACILITY SQ. FOOTAGE HRS./DAY DAYS/WEEK FIRS./WEEK WEEKS/YEAR /YEAR Court Street 8,660 3 5 15 52 780 Sheriff 7,359 2 5 10 52 520 F 'wyer Building 4,469 2.5 r , 5 2.5 52 650 Northside 12,630 5 5 .? .., 52 1,300 M,v;dy Building 4,800 2.5 5 12.5 52 650 Emergency Management 6,000 2.5 3 7.5 52 c .., 390 Planning and Agriculture 24,800 12 5 61! 52 3,120 Animal bntrol 1,260 1 5 5 52 260 Public Works 2,400 2 1 , 6 52 312 Motor Pool 1,521 1 3 :'. 52,. 156 Sanitation Office 1,200 1 3 3 52 156 Cedar Grov? 500 1.5 3, 4.5 52.. 214 Richard bitted Basement 19,100 7.5 5 37.5 52,‘ 1,950 Richard Whitted 1st Fl. 19,100 7.5 5 37.5 52 1,950 Richard Whittd 2nd Fl. 19,100 7.5 r ., 37.5 52 1,950 Old Courthouse 7,123 2 5 10 52 520 Recreation Department 9,492 3.5 5 17.5 :'. 910 Jail 9,048 2.5 5 12.5 52 650 Tan and Record,. 12,450 5 5 25 52 1,300 Centel 1,500 1 5 52 260 , New Cc;urthousc 20,136 9 5 45 52 2,340 TOTAL 192,673 81.5 95 391.5 52 20,358 Annual Routine Custodial Service I AVAILABLE HOURS PER YEAR 2088 HOLIDAY ( 88 ) VACATION ( 96 ) NON-PRODUCTIVE TIME * ( 202 ) AVAILABLE HOURS PER CUSTODIAN 1702 CUSTODIAN HOURS NEEDED 20 , 358 ROUTINE WORT: CUSTODIANS NEEDED 20 , 358/1702 = 11 . 96 Please note these hours reflect time required for routine wor':c or area assignments . Does not include non-routine work such as the following : * Shampooing Carpet * Strip and Refinish Resilient Floors * Cleaning Exterior Windows * Cleaning Blinds and Light Fixtures * Special services - locking, unlocking buildings , changing light bulbs , emergencies . Estimate the equivalent of two ( 2 ) fu.l] -time custodians to accomplish non-routine tasks . Currently utilize team approach to accomplish non-routine task. during these periods other custodians double up on assigned areas to complete routine task. * Non-productive time - sick leave, coffee break, travel time . ' . . . . CUSTODIAL SERVICES COST ---- _ __ - -�- _ -------- CUSTODIAN SALARY BENEFITS TOTAL YRS . OF -- -- -- =~~==SERVICE 519 . 1 $17 , 120 $4 , 651 $21 , 771 520 . 1 $19, 103 $4 , 187 $23 , 290 11 522 . 1 $13 , 745 $4 , 765 $18 , 510 � 523 . 1 S17 , 701 $4 , 014 � l ' ~75 7 524 . 1 ' ^ ' ' , $13 , 745 $4 , 765 $18 , 510 ' 521 , I $17 , 327 $3 , 956 526 . 1 $14 , 968 $3 , 650 $21 , 283 � 527 , 1 $14 , 968 $3 , 650 $18 , 618 2 ' ' $l8 6l8 , 528 .1 �l5 l5� -- - ' - . , $3 , 674 $18 , 828 2 525 . 1 $18 , 194 $4 , 069 $22 , 263 9 532 . 1 $18 , I94 $4, 069 $22 , 263 5 SUBTOTAL $180 , 279 S45 , 450 $225 , 729 CUSTODIAL SUPERVISOR $22 . 391 $4 , 613 $27 , 004 TOTAL $202 , 670 $30 , 063 $252 , 7]] TOTAL PERSONNEL COST $252 , 733 SUPPLIES $20 , 000 EQUIPMENT $3 , 000 TOTAL COST CUSTODIAL SERVICES $275 , 733 � � � • . CUSTODIAL ASSIGNMENTS C FOOTAGE SQUARE BUILDINGS ASSIGNED 8 ,660 NUMBER 4 ,469 CUSTODIAN Street CUS Court St Department 630 Sheriff' s er Building 1�,'6p0 528 .1 Sawyer 6 ,000 No Moody Ba ildin9 24 ,800 Moody 1 ,2p0 532 .1 911 & Agriculture 500 Planning 19 ,100 Animal 519 .1 & Cedar Grove tied Building 1 Whi 1g 100 521 `firstd floor) Building 525 .1. d E . Whetted 19 ,100 1 Richard door) t,9 tted Building 527 .1 x Richard E . Whi R second door) 9 ,492 9lD48 522 .1 Old Courthouse Department 12 ,450 (ecreati°n 1 ,500 • 526 .1 Jail ds Building 136 ` Tax & Records 22',400 Centel '521 520 .1 New Courthouse 1 '200 Works Public cpool e 523 .1 & Motor Office 524 .1 Saul