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HomeMy WebLinkAboutAgenda - 11-03-1997 - 10b Orange County Board of Commissioners Action Agenda Item Abstract Meeting Date: November 3, 1997 Action Agenda Item No. /o-b Subject: Work Session - Employee Compensation Items Department: County Manager/Personnel Public Hearing: Yes No X Budget Amendment Needed: Yes No X Attachment(s): Information Contact: John Link, County Manager, See list on page 2. Extension 2300 Elaine Holmes, Personnel Director Extension 2550 Telephone Number: Hillsborough 732-8181 Chapel Hill 968-4501 Durham 688-7331 Mebane 227-2031 Purpose: To have a Board of Commissioners' work session to discuss employee compensation items. Background: In the June 1997 Board of Commissioners' budget work sessions, the Board had requested a work session be scheduled for the Board to discuss employee compensation. This work session had been scheduled for October 30, 1997. Because of the need to use the October 30 work session to discuss solid waste issues, the employee compensation work session discussion has been rescheduled to the November 3 regular meeting. Attached is the planned agenda for the employee compensation discussion and background information developed by staff related to each of the agenda items. Recommendation: The Manager recommends the Board discuss the employee compensation items and provide direction, as appropriate, to staff on these. Orange County Employee Compensation Work Session Orange County Board of Commissioners November 3, 1997 Agenda November 3, 1997 Pay Work Session 1. Elements of the Pay Plan Does the Board of Commissioners wish to address the current three elements of the pay plan? The attachment describes these elements as approved for 1997-98: • Cost of Living Adjustment • Career Growth Recognition Awards • Performance Awards 2. Salary Progression What types of salary progression does the Board wish to provide for employees from one step to another within the salary range? In this connection,does the Board wish to address the salary compression issue;that is, new employee salaries which are close to or higher than the salaries of longer service employees? If yes, in what way? 3. Merit Pay Does the Board wish to retain a merit pay element in the pay plan? If yes, in what way? 4. Employee Benefits • Does the Board wish to consider incorporating in the compensation plan an employer paid supplemental retirement contribution to the 401(k)plan? • Are there other employee benefits needs/issues which the Board wishes to discuss? 5. Incentives -Employee and Organizational Does the Board wish to provide additional direction on the planned employee and organizational incentive programs? 6. Other Needs/Issues • Does the Board wish to consider On Call and Call Back compensation for employees assigned to these schedules? • Are there other pay needs/compensation issues which the Board wishes to discuss? f:\e\paywk.doc 1 Contents- Background Information Employee Compensation Work Session Tab Relates to Agenda Item Attachments/Charts A Elements of the Pay Plan A-1 Pay Elements 1997-98 Approved Budget A-2 1997-98 Approved Area Local Government Pay Plans A-3 Orange County Cost of Living Increase Compared to Increases in the Consumer Price Index B Salary Progression B-1 Employee Progression in the Salary Range B-2 Orange County New Hires B-3 Current Employees Compared to New Hires B-4 Current Employees By Step In Salary Range B-5 Employee Steps By Years of Service B-6 Salary Compression Definition and Impacts C Merit Pay C-1 WPPR Related Awards for 1995-96 and 1996-97 C-2 Salary Examples Under 1997-98 Pay Plan D Employee Benefits D-1 Supplemental Retirement Plans E Incentives - Employee and E-1 Employee and Organizational Incentives Organizational E-2 Pilot Employee Incentive Programs Report E-3 Pilot Incentive Program Awards E4 Proposed Department Based Employee Incentive Awards F Other Needs/Issues F-1 On Call and Call Back Compensation F-2 On Call Compensation Cost Estimate Appendix Employee Compensation Appendix from Manager's Recommended Budget f:\e\paywk2.doc October 24, 1997 2 ta6c,-r"aes ✓ 3 i0A .;WA. ol IPA fl) OD C4 OA IPA H IPA "g- ;eA ;kA OA 4) So UPA J.A '6A IPA S IP. tZA 7:1 a3 0 PA ot C4 cq OA OA Attachment A-2 1997-98 Approved Area Local Government Pay Plans COLA/Market Employer* Adjustm€nts Performance-Related Additional Notes Carrboro 2.0% for all 2.5% if below midpoint, meets standards in all Increase health insurance dependent employees functions and exceeds in 25% subsidy from 25% to 33%. 7-1-97 2.5% if above midpoint, meet standards in all functions and exceeds in 50% Cary 2.6% Adjustment Depending on location of salary in salary range Salary increase may be granted in to Salary Ranges and performance rating of: combination of base salary&lump sum Only Standard-0-4% depending on place in salary range. Proficient-0-6.5% Salary increases budgeted at 4.1% of Exemplary-0-9% payroll. Lump sum payments budgeted at 1.25%of payroll. In addition, for special significant contribution possible lump sum award up to 5% of salary. Also implementing classification and pay study results budgeted at 2% of payroll. Chapel Hill 2.5% Adjustment If rated as meets or exceeds standards, 3.5% of Outstanding is about 11% of employees to all salary ranges salary range midpoint. If outstanding,4.5% 10-1-97 Changing vacation leave to provide more In addition,all employees with acceptable for employees with 5 and more years of performance rating and at least two years service service. will have salaries raised to 10% above salary range minimum. (This provided additional Increasing longevity pay by$100 to$350 increases for 160 employees.) depending on service. Durham City None If performance is "good"or higher: Departments directed to develop •below market rate, 3% incentive plans to reward employees for •at market rate up to 10% above,2% additional achievements. Department • 10 percent or above market rate, 1% allocation is based on 1% of salary. Durham 3% for all None Proposing pay plan which provides for County employees faster progression to salary range 7-14-97 midpoint. Will consider implementing merit increases in January 1998. Raleigh 3.75% in-range In addition to 3.75% in-range increase: As of April 1996,the performance increase to all If in lower 213 of range: rating distribution was employees rated Standard 2.5%,Above Standard, 3.75%; Outstanding-30% standard or higher Outstanding 5% Above Standard-51% awarded on Standard- 17% employee's If in upper 113 of range: Other-2% anniversary date Standard 0%,Above Standard, 1.25%, Outstanding 2.5% Wake None If"meets expectations" and "below midpoint", Increase amounts are budgeted at an County 2.5% to 5.5% and"above midpoint", 2% to 4%. average of 4% for each employee. If"exceeds expectations"and "below midpoint", Each department has an allocation from 4% to 10% and"above midpoint", 3% to 7%. which increases may be awarded. Increases effective 9-16-97. Orange 2.5% for all If performance is "effective"or higher, 1.25% County employees career growth award. 7-14-97 Lump sum performance award, if highly effective, $400 or 1%, whichever is larger If outstanding, $800 or 2%, whichever is larger * Cary, Chapel Hill, Durham City, Durham County and Wake County also provide a 5%401(k)plan contribution to all employees. Carrboro provides a 3%401(k)contribution to general employees. Raleigh provides general employees up to a 1.75% match in deferred compensation. Orange County provides no employer contribution to 401(k)or deferred compensation for general employees and does provide a 5%401(k)contribution to sworn law enforcement officers,as required by State law. (10-21-97 f:pers\comp\PAYSVI.DOC) 4 Attachment A-3 -Orange County Cost Of Living Increases Compared To Increases In The Consumer Price Index Orange County Consumer Fiscal Year Cost of Living Price Index Year Increase 1997-98 2.5% 3.3% 1996 1996-97 2.5% 2.5% 1995 1995-96 2.4% 2.7% 1994 1994-95 2.25% 2.7% 1993 1993-94 2% 2.9% 1992 1992-93 2% 3.1% 1991 1991-92 -0- 6.1% 1990 f:\e\cola.doc October 23,1997 5 Attachment B-1 Employee Progression In The Salary Range From Step 1 To Years Required* Total Percentage Change in Salary Step 2D 4 5% Step 3D 8 10% Step 5D 16 22% (End of Hiring Range) Step 7A 21 29% (Middle of Salary Range) Step 11B 38 59% (End of Salary Range) *If work performance is effective or higher Explanation: The above chart shows the rate at which an employee may progress from one step to a higher step within the same salary range under the current pay plan, if work performance is effective or higher. For example, if an employee is hired at Step 1, he or she may progress to Step 2A at the end of the first year of employment if work performance is effective or higher. This is about 1.25 percent above Step 1, the salary range minimum. After four years, the employee could reach Step 2D which is five percent above the minimum. After eight years, the employee could reach Step 3D which is 10 percent above the minimum. The remainder of the chart shows the time required to progress to other levels within the pay plan from Step 1, if work performance is effective or higher. f:\e\salprog.doc October 24, 1997 6 Attachment B-2 Orange County New Hires Hires By Step In Salary Range 60 55 48 50 43 40 34 ■9485 ■95-96 30 22 o 96-97 20 10 0 At Stop 1 Above Stop 1 Percentage of Hires Above Step 1 60%---' 52•ti 53% 50% 40•/0 29% 30% 20% 10% 0% 9485 95-96 96-97 7 Attachment B-3 Current Employees Compared To New Hires Current Employees In Relation To Hiring Range In Hiring Range(Steps 1-5D) 358 Employees Above Hiring Range(Steps 5A-118) Impacts Over one half of new hires are at salaries above Step 1. e Over 60 percent of current employees are at salaries in the "hiring range" (Steps 1-5D). Results in new hire salaries being close, equal to or in some cases greater than salaries of current employees. s Attachment B-4 Current Employees By Step In Salary Range Employee Step Distribution 45%-// 41% 40% 35°k 30% 30% 25%-// 5% 19% 20% 15% 10% 10% 5% 0% Steps Steps Steps Steps 1-3 4-6 7-9 10-11 Employees By Step 120 100 W. 60 40 20 0 1 2 3 4 5 6 7 8 9 10 11 Steps 9 Attachment B-5 Employee Steps By Years Of Service Median Employee Step by Years of Service Years Service <1 1 20 2 2 3 C 4 2D S C 6 C 7 8 B 9 8A 10+ 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Say 119 save Salary Range From Stop 1 Through 116 Above Chart Shows a Employees with 2, 3 and 4 years service have the same or less median salary than employees with one year of service. e Only at seven years of service and more does the median employee salary exceed 10 percent above Step 1, the salary range minimum. 10 Attachment B-6 Salary Compression Definition New employee salaries which are close, equal to or greater than the salaries of current employees with comparable work experience Impacts • Employee relations with current employees • Employee retention • Ability to hire new employees Attachment C-1 WPPR Related Awards For Fiscal Years 1995-96 and 1996-97 1995-96* 1996-97* Category Number Percent Number Percent Effective 77 13% 78 12% Highly Effective 392 63% 395 62% Outstanding Achievement 38 6% 31 4% None** 110 18% 126 20% Total 617 100% 630 100% * Through 6-30 ** None Includes: 1995-96 1996_97 5= 12 6 Needs Improvement or Unsatisfactory work performance rating 65 80 Not eligible(new employee or promoted) 32 37 Leaving employment prior to review(separated employees whose reviews were completed prior to separation date are included in above awards) 0 2 Reviews not yet completed 1 1 Salary Frozen f:\pers\wppr\awards.doc October 24, 1997 12 Attachment C-2 Salary Examples Under 1997-98 Pay Plan Example- Effective Performance-No Performance Award Sally Smith is a Social Worker II in the Social Services department at Salary Grade 67, which has a salary range of$27,905 - $44,370. On January 1, 1998, Sally's performance is evaluated as"Effective" since she achieved all of the stated objectives on her workplan. Scenario 1: Sally has been employed since January 1, 1995. As of June 30, 1997,she is at Step 2B,annual salary $27,905. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $26.85 $698 $28,603 1/1/98 1.25%Career Growth Award $13.38 $174 $28,951 Total $872 $28,951 Scenario 2 Sally has been employed since January 1, 1986 and is at Step 7A,annual salary$35,181. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $33.85 $880 $36,061 1/1/98 1.25%Career Growth Award $17.12 $223 $36,506 1/1/98 Longevity Pay $548 (1.5%of salary) Total $1,651 $36,506 Scenario 3• Sally has been employed since January 1, 1983 and is at Step 10A,annual salary$40,724. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $39.19 $1,019 $41,743 1/1/98 1.25%Career Growth Award $19.77 $257 $42,257 1/1/98 Longevity Pay $634 (1.5%of salary) Total $1,910 $42,257 13 Example-Highly Effective Performance- With $400 Performance Award Sally Smith is a Social Worker II in the Social Services department at Salary Grade 67, which has a salary range of$27,905 - $44,370. On January 1, 1998, Sally's performance is evaluated as"Highly Effective" since she achieved or exceeded all of the stated objectives on her workplan, including creating a training program for family care home providers and doing an exceptional job in counseling families through crisis situations. Scenario 1: Sally has been employed since January 1, 1995. As of June 30, 1997, she is at Step 2B,annual salary $27,905. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $26.85 $698 $28,603 1/1/98 1.25%Career Growth Award $13.38 $174 $28,951 1/1/98 $400 Performance Award $400 $28,951 (1.4%of salary) Total $1,272 $28,951 Scenario 2• Sally has been employed since January 1, 1986 and is at Step 7A,annual salary$35,181. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $33.85 $880 $36,061 1/1/98 1.25%Career Growth Award $17.12 $223 $36,506 1/1/98 $400 Performance Award $400 $36,506 (1.1%of salary) 1/1/98 Longevity Pay $548 (1.5%of salary) Total $2,051 $36,506 Scenario 3• Sally has been employed since January 1, 1983 and is at Step 10A,annual salary$40,724. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $39.19 $1,019 $41,743 1/1/98 1.25%Career Growth Award $19.77 $257 $42,257 1/1/98 $400 Performance Award $400 $42,257 (.09% of salary) 1/1/98 Longevity Pay $634 (1.5%of salary) Total $2,310 $42,257 14 Example- Outstanding Performance- With$800 Performance Award Susan Jones is a Social Worker II in the Social Services department at Salary Grade 67, which has a salary range of$27,905 - $44,370. On January 1, 1998, Susan's performance is evaluated as "Outstanding"since she exceeded expectations in all of the stated objectives on her workplan. In addition, Susan developed a highly successful program for recruiting foster parents which resulted in a 70% increase in foster homes in Orange County. Susan received a$800 performance award for her outstanding accomplishment. Scenario 1: Susan has been employed since January 1, 1995. As of June 30, 1997, she is at Step 2B,annual salary $27,905. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $26.85 $698 $28,603 1/1/98 1.25%Career Growth Award $13.38 $174 $28,951 1/1/98 $800 Performance Award $800 $28,951 (2.8%of salary) Total $1,672 $28,951 Scenario 2: Susan has been employed since January 1, 1986 and is at Step 7A,annual salary$35,181. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $33.85 $880 $36,061 1/1/98 1.25%Career Growth Award $17.12 $223 $36,506 1/1/98 $800 Performance Award $800 $36,506 (2.2%of salary) 1/1/98 Longevity Pay $548 (1.5%of salary) Total $2,451 $36,506 Scenario 3• Susan has been employed since January 1, 1983 and is at Step 10A,annual salary$40,724. Effective Date Pay Element Bi-Weekly 1997-98 Annual Increase Amount Salary Amount 7/14/97 2.5%COLA $39.19 $1,019 $41,743 1/1/98 1.25%Career Growth Award $19.77 $257 $42,257 1/1/98 $800 Performance Award $800 $42,257 (1.9%of salary) 1/1/98 Longevity Pay $634 (1.5%of salary) Total 1 $2,710 $42,257 f.\pers\comp\examples 15 Attachr2enc D-L Supplemental Retirement Plans Area Employer Contributions 5% 401(k) Plan 3% 401(k) Plan Other Cary Carrboro Raleigh Chapel Hill (Up to 1.75% Durham (City) of salary to Durham County 457 Plan) Wake County $30,000 Salary Additional Supplemental Retirement Dollars $1,600 $1,400 - ------- ------------ - - ------------ --- $1,200 $1,000 ............. --------- $800 -------------- ------------- $600 .... .... ... $400 1 . .... - .... . .... .... .... ......... z .. ---- ------ $o . .. .. .. $200 .... ..... L 0 A\ do 6 0 e 0?1�1 cp. o cp. dip e le 16 Attachment E-1 Employee and Organizational Incentives Background The Managers Recommended Budget for fiscal year 1997-98 included$25,000 in funding for employee incentives and $25,000 for new organizational incentives. In the 1997-98 budget process,the Board of Commissioners approved the recommended funding and placed it in reserve pending: • A report on the two pilot employee incentive program implemented earlier and • Board discussion and consideration of the recommended directions for employee and organizational incentives in 1997-98. Employee Incentives Attachment E-2 is a brief report on the two pilot employee incentive programs already implemented. It includes the findings and recommendations from the two year pilot program evaluation. Attachment E-3 shows the awards granted under each of the two pilot programs in the two year pilot period. In summary,as a result of the evaluation of the two pilot employee incentive programs, the committees involved recommended that the County continue the two programs with modifications: • The Savings Count employee suggestion program be revised to focus on employee cost savings suggestions for areas outside the employee's department. • For cost saving suggestions, innovation or efficiency improvements related to the employee's department,the department head be provided with funding for incentive awards to give immediate recognition for such employee contributions. The $25,000 in the approved 1997-98 budget included funding to continue the current programs and to establish funding to be used for incentive awards to employees for cost saving, innovation or efficiency improvements in his or her department. For the Board's consideration, Attachment E-4 outlines the overall approach for the proposed department based incentive awards. Further program details and administration would be developed by an employee committee if the Board authorizes use of the funding and proceeding with the program direction outlined. Organizational Incentives The 1997-98 budget also included $25,000 in funding for a one year organizational incentives pilot program. This program would provide "seed"or start up money for departments to implement cost saving ideas. A County department interested in such 17 Attachment E-1 funding would submit a proposal. Proposals would be reviewed by a committee made up of representatives from a range of County departments. Grants would be awarded with specific agreement as to the funding and terms of such funding. If the program is continued after the pilot year, consideration will be given as to whether any future year funding may be partly from cost savings realized from efficiencies implemented through this program. Next Steps If the Board wishes to pursue the proposed employee and organizational incentives for 1997-98, it is recommended that the Board: • Authorize the staff to complete the employee and organizational incentive program development and implementation. • Approve the use of funds included in the 1997-98 budget for incentives. • Request staff to report back to the Board on program development, implementation and outcomes to date during the 1998-99 budget process. f.\e\incent.doc October 24, 1997 18 Attachment E-2 Pilot Employee Incentive Programs Report 1. Background The Board of Commissioners has adopted a goal "to develop strategies which will promote more efficient County operations, which will ultimately result in financial savings." As one of the strategies to promote more efficient operations, the County has pursued the concept of employee incentives. In 1994-95,the County implemented two employee incentive programs on a two year pilot program basis. These are the: • Savings Count employee suggestion program to encourage, recognize and reward employee cost saving ideas and the • You Can Count On Us team achievement awards to recognize and celebrate effective teamwork and through this to promote the use of teams and the sharing of resources. 2. Savings Count-Brief Program Description Through the Savings Count program,an employee may: • Submit a cost savings suggestion or a suggestion related to an increase in productivity, improved efficiency in service delivery or increase in revenue. • Assure that a suggestion is systematically reviewed and considered • Make a suggestion related to any area of County operations. • For suggestions not related to the employee's job duties,receive a cash award based on five percent of the first year net annual cost savings or an award based on the suggestion's impact on productivity, efficiency and revenue. For a suggestion related to the employee's job duties,receive a non-monetary recognition award. 3. You Can Count On Us -Brief Program Description Through the You Can Count On Us program, a work team may: • Nominate itself for team recognition when it completes a clearly defined outcome which results in service improvement. • Receive the team achievement award when the outcome is achieved. 19 Attachment E-2 • As the team achievement award, receive a gift certificate for a team lunch at an Orange County restaurant and recognition by the County Manager. 4. Pilot Incentive Program Evaluation The two employee incentive programs were implemented with the plan that these programs would be evaluated at the end of the two year pilot program period and recommendations made as to continuation, modification or next steps. During 1996-97, the Savings Count and You Can Count On Us committees completed this program evaluation, including obtaining feedback from employees and department heads. The Attachment E-3 chart shows the awards granted under each program. In summary, the Savings Count program received 44 suggestions. Of these, 31 were eligible for review and seven received a suggestion award. The estimated cost savings from the suggestions is abort $6,700 annually. The You Can Count On Us team awards recognized 10 teams made up of about 90 staff from 16 departments. 5. Savings Count Evaluation Findings and Recommendations The Savings Count committee found the program has served the general objectives of communicating about and increasing employee awareness of the need for cost savings and efficiency. However,the committee also found that, while the Savings Count program attracted suggestions, it did not generate many usable cost saving suggestions despite extensive communication. For example, many of the suggestions were not eligible because they related to items already in progress or implemented. In the feedback process,the Savings Count committee, among other things,heard from employees and department heads that: • The matters about which employees are most knowledgeable and have the most ideas are in their own departments and related to their own jobs. (While these suggestions are eligible for recognition under the program,they were not eligible for a cash award.) • It is important to provide a means for more immediate recognition of employee suggestions. As a result of the pilot evaluation, it is recommended that: • The Savings Count program continue but focus only on suggestions outside the employee's department. • To encourage Savings Count participation,that the program communication be focused on quarterly(rather than on-going)communication and that each quarterly communication approach be different to help keep the program fresh and draw attention to it. 20 Attachment E-2 • An additional incentive program be established to recognize employee cost saving suggestions related to the employee's own department and that this be in the form of awards from the department head to provide immediate feedback and recognition when usable suggestions are received. 6. You Can Count On Us Evaluation Findings and Recommendations The team achievement award committee found the program had been an effective tool in recognizing and rewarding team accomplishment. It recommended the program continue with some modification to the nomination process to rely less on self nomination by the team. f.\e\incentl.doc October 24, 1997 21 Attachment E-3 Pilot Incentive Program Awards Savings Count Employee Suggestion Program* Suggestions Received: 44 Suggestions Eligible: 31 Suggestions Awarded: 7 Examples of Suggestions: • Discontinue billing taxes under$5.00 • Use plain white envelopes (rather than letterhead) for distributing pay checks • Discontinue banner printing on network printers • Change effective date of new employee health insurance Cost of Suggestion Awards: $495 $155 total awards for submitting eligible suggestions $385 for seven cost saving suggestions adopted (Three of seven received certificates only) Estimated Cost Savings: $6700 You Can Count On Us Team Achievement Awards* Teams Nominated: 11 Teams Recognized; 10 Examples of Team Accomplishments: • Automation of Accounts Payable System • 1995 Project KIDS • 1997 Revaluation Process • Development/Delivery of Food Safety Program for Restaurant Managers Cost of recognition: $760 f:\pers\incentiv.doc June 1997 22 Attachment E-4 Proposed Department Based Employee Incentive Awards 1. Purpose To encourage and-recognize employee cost saving, innovation, productivity/efficiency, customer service and response to special work challenges within the department. 2. Definitions Cost Savings Suggestions by a department employee affecting the department which are adopted and result in real continuing cost savings for the County Innovation/Productivity/Efficiency Suggestions by a department employee for new or different approaches within the department to addressing service needs which result in significant enhancement of customer service or increased productivity or efficiency(that is, the accomplishment of more work with existing resources or the same work with fewer resources) Customer Service The demonstration of exceptional service to customers which goes significantly beyond work expectations Special Work Challenge Completing an unusually demanding work assignment which arises outside of the normal scope of the employee's duties and responsibilities and requires exceptional skill and effort to accomplish. Examples: Bond education, Hurricane Fran relief and recovery 3. Awards An"Orange Buck"in amounts from$25 up to $200 which may be exchanged in the Finance Department for a gift certificate to an Orange County business. 4. Responsibility for Determining the Award The Department Head 5. Timing Could be granted"on the spot"to provide immediate employee recognition. 23 Attachment E-4 ' 6. Department Allocation Each department head would receive an allocation of Orange Bucks. For this allocation, each department would receive a base of a$200 and then an additional $25 for each position over four positions. On thisbasis the total funding for the program is about $20,000. Examples of department allocations under this plan are: Sim Department Employees Allocation Small Budget 3 $200 Medium Planning 23 $675 Large Social Services 116 $3,000 7. Employee Eligibility Any Permanent or Temporary employee. An award could be given individually or as recognition of members of a department work team 8. Program Name,Details and Communications Recommendations to be developed by an employee committee. f:\e\incent2.doc October 24, 1997 24 Attachment F-1 On Call and Call Back Compensation 1. Definitions • On Call Time Any time when the employee is not required to remain on County premises and is required to: 0 Leave a telephone number where he or she can be reached or to carry a pager/beeper(but is able to come and go freely), and 0 Be available to report back to work when contacted by the County's representative. Under wage-hour law, on call time is not treated as work time. • Call Back Time when the employee is required to return to work,before or after regularly scheduled hours,outside of the regular work schedule. • Standby Time Time when a wage-hour non-exempt employee is required to remain at or so near the place of work that he or she cannot use the time effectively for his or her own personal pursuits and may not come and go freely. (Under wage-hour law Standby Time is work time and paid as such. It is not included in this proposal.) 2. P=ose of On Call and Call Back Com .a ion On Call and Call Back compensation provide an incentive for employees to remain available when scheduled to be on call or return to work when called and also recognizes the inconvenience involved. 3. Coverage/Departments Affected Orange County has four departments which regularly require employees to be on call. These are: • Public Works, • Health Department Animal Control Division, 25 Attachment F-1 • Social Services Child Protective Services and • Emergency Management Communications Division. 4. Proposed Compensation for On Call Time That an eligible employee who is on call but is not called back to work receive $1.00 per hour for each hour of on call duty for the inconvenience involved. 5. Proposed Compensation for Call Back That each eligible employee called back to work be guaranteed a minimum of two hours pay provided the work which led to the call back is reasonably completed. The call back guarantee could be compensated as pay or as time off, as determined by the department head. 6. Estimated Cost of On Call Pay See Attachment F-2 cost estimate. f.\e\oncall.doc October 24, 1997 26 Attachment F-2 On Call Compensation Cost Estimate At $1 For Each On Call Hour* Number of Employees On Call At Department Estimated Annual Cost Any One Time Animal Control 1 $7,200 Emergency 2 $17,400 Communications Public Works 3 $21,602 (2 in Buildings and Grounds and 1 in Motor Pool) Social Services 2 $14,700 Total 8 $60,902 * Payment for on call time includes matching social security(7.65%)and retirement contribution(4.93%). It does not include pay for hours worked while on call or compensation for any call back guarantee f.\pers\comp\oncallco.doc October 24, 1997 27 Appendix Employee Compensation Background Since 1994-95, the Orange County employee pay plan has included three components: 1. A cost of living adjushnent for County employees to recognize changes in the cost of living and the labor market. 2. A career growth recognition award to provide a means for employees whose performance is rated "effective" or higher to progress to higher levels in the salary range. 3. A performance award as a one time, lump sum payment which does not become a part of permanent salary for an employee whose work performance is rated "highly effective" or "outstanding" to recognize specific work performance accomplishments and achievements during the year. 1997-98 Pay Objectives The Manager's Recommended Budget for 1997-98 continues the three pay components with modification to the Career Growth and Performance Awards to respond to concerns expressed by the Board of Commissioners and by County department heads. The objectives we are seeking to accomplish through the recommended changes include the following: • Address the Board's concern as to the relative number of employees receiving highly effective Performance Awards and variability by department in the proportion of highly effective Performance Awards. • Give department heads more flexibility in recognizing the accomplishments and contributions of the department's employees. • Recognize the needs of lower salaried employees. • Maintain a competitive pay plan in relation to other area local government employers. • Respond to salary compression (that is, new employee salaries which are close to the salaries of longer service employees). Pay Plan As Proposed In Manager's Recommended Budget The table below shows the pay components in the Manager's Recommended Budget and projected cost. Projected FY Com neat Amount Effective 97-98 Cost* Cost of Living 2.5% 7-14-97 $527,000 Career Growth Salary increase if performance"Proficient"or"Exemplary;" With perfor- $261,000 Recognition Award If in lower 3/4 of salary range,2.5%, mane review If in top 1/4 of range, 1.25% Performance Award Lump sum awarded by department head from department With perfor- $160,000 allocation mane review or later *Includes about$200,000 in continuation funds for Performance Awards from FY 96-97 28 Employee Compensation - Continued The recommended changes to the Career Growth and Performance Awards are as follows: Career Growth Recognition Award To address salary compression, maintain competitive employee salaries, and recognize the needs of lower salaried employees: • Provide for a relatively faster rate of progression in the salary range for employees in the lower 3/4 of the range than employees in the top 1/4. • For employees in the lower 3/4 of the range whose performance is "Proficient" or "Exemplary," increase the Career Growth amount from 1.25 percent to 2.5 percent. Per Award To address the Board's concern as to the relative number of employees receiving highly effective Performance Awards and variability by department in the proportion of highly effective awards as well as to give department heads more flexibility in recognizing employee accomplishments: • Establish a funding limit for Performance Awards for each department. • Set the funding limit as the equivalent of the dollar amount required to grant 60 percent of employees with one year of service an award of $400 or 1 percent, whichever is larger. (This would replace the amount expended in the past for highly effective and outstanding achievement performance awards.) • Subject to the funding limit, provide that a Performance Award may be any amount not to exceed a maximum of $800 or two percent of salary, whichever is larger. (This is the equivalent of the previous pay plan's outstanding achievement award). • Provide that an employee is eligible for a Performance Award if the employee receives a Work Planning and Performance Review (WPPR) rating of"Proficient" or "Exemplary." • In support of the Performance Award related changes, replace the existing five performance rating levels (Outstanding, Highly Effective, Effective, Needs Improvement and Unsatisfactory) with four levels (Exemplary, Proficient, Needs Improvement, Unsatisfactory). Current Pay Plan For comparison, the table below shows the current pay plan components and the projected cost if these continue in fiscal year 1997-98 as presently constituted. Projected FY Component Amount Effective 97-98 Cost* Cost of Living 2.5% 7-14-97 $527,000 Career Growth 1.25% salary increase if performance effective or higher With perfor- $144,500 Recognition Award mance review Performance Award Lump sum of$400 or 1%, if highly effective, $800 or 2%, if With perfor- $217,000 outstanding mance review *Includes about$200,000 in continuation funds for Performance Awards from FY 96-97 Appendix A - 2 29 Employee Compensation - Continued Additional Information Related to 1997-98 Pay Objectives • As a general note,the area labor market has become increasingly tight over the past several years since adoption of our current pay plan. It's now characterized by the lowest unemployment in decades in Orange County and in the region. Over the past three years since the County adopted the current pay plan, unemployment in the five county region of Alamance, Chatham, Durham, Orange, and Wake Counties has declined from 3.2 percent in March 1994 to 1.87 percent in March 1997. Over the same three year period, employment in the five county area has grown by about 10 percent or by about 51,350 employees. The County is experiencing this tight labor market in recruitment, particularly for more technical positions. • The attached chart shows the recommended 1997-98 pay plans for area local government employers. • In terms of the cost of living, the table below shows the increases in the consumer price index and Orange County cost of living increases over the past six years. Orange County Cast of Consumer Price Fiscal Year Living Increase Index Year 1997-98* 2.5% 3.3% 1996 1996-97 2.5% 2.5% 1995 1995-96 2.4% 2.7% 1994 1994-95 2.25% 2.7% 1993 1993-94 2% 2.9% 1992 1992-93 2% 3.1% 1991 1991-92 -0- 6.1% 1990 *Proposed • As to salary compression, the salaries of current employees are concentrated in the lower portion of the salary range. For example, Step 3D is 10 percent above the salary range minimum. About 40 percent of all permanent employees or about 225 Number employees are at or below Employees Employees By Step In Salary Range Step 3D. Of these 225, 140 about 150 have more than two years service and 50 120 have more than five years 100 service. The chart below shows the distribution of 80 employees by step in the 60 salary range. 40 At present to fill positions, 20 about 50 percent of new employees are hired at 0 salaries above the salary 1 2 3 4 5 6 7 8 9 10 11 range minimum (Step 1). Steps in Salary Range This means new employees are coming in at the same salary or salaries close to those of longer service employees. Appendix A - 3 30 Employee Compensation - Continued Given the continuation of the present tight labor market and the rate of salary progression (1.25 percent) provided by the current pay plan, this situation will continue to worsen. The chart below shows the time required for a current employee to progress to higher steps in the salary range. Progression in the Salary Range Years Total Percentage From Step 1 To Required* Change in Salary Step 2D 4 5% Step 3D 8 10% Step 5D(End of Hiring Range) 16 22% Step 7A(Middle of Salary Range) 21 29% Step I IB(End of Salary Range) 38 59% *If performance is effective or higher • As to Performance Awards, in 1995-96, about 63 percent or about 390 employees received the highly effective performance award and about six percent or about 38 received the outstanding achievement award. Because fiscal year 1996-97 still is in progress, the data for 1996-97 is not available at this time and will be available in the budget work sessions. Based on the 1995-96 data, the proposed 60 percent limit for Performance Awards (including those for outstanding) reduces the overall availability for Performance Awards. • An additional impact of the application of the funding limit for Performance Awards by department is that it gives each department, on a proportional basis, the same relative level of funding. The impact on the department will vary depending on the department's history in granting highly effective or outstanding awards. • As an additional note, the recommended budget also provides for elimination of the lowest salary grade for permanent employees (salary grade 56) and reassignment of the eight Solid Waste Center Operator positions affected to salary grade 57. Appendix A - 4 31