HomeMy WebLinkAboutAgenda - 12-04-2000-8f
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ~!BSTRACT
Meeting Date: December 4, 2000
Action Agenda
Item No. ~~
SUBJECT: Personnel Ordinance Amendment -Equity/Retention Salary Adjustment
DEPARTMENT: Personnel PUBLIC HEARING; (Y/N) No
ATTACHMENT(S): INFORMATION CONTACT:
Draft Personnel Ordinance Amendment - Elaine Holmes, Personnel Director,
Equity/Retention Salary Adjustment Extension 2550
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel HIII 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To consider an amendment to the Orange County Personnel Ordinance section
covering Equity/Retention Salary Adjustment to give the Manager authority to approve
temporary amendments to the classification and pay plan to address retention needs.
BACKGROUND: ,During 1998-99, the Board of Commissioners completed a comprehensive
review of the employee pay and benefits plan. As a result of its review, one element the Board
approved adding to the pay plan was the establishment of an "Equity/Retention Fund." Under
this policy as set out in the Orange County Personnel Ordinance, the Manager may approve an
equity or retention salary adjustment to establish equitable salary relationships among
employees in a work unit or in related work units or to address retention needs, within the
availability of funds. For 1999-00 and 2000-01, the Board approved a fund of $25,000 annually
for the Manager's use to address such issues.
During 1999-00, the Manager used the fund successfully to address equitable salary
relationship issues in specific work situations. As reported earlier, the Manager approved 24
salary adjustments under this fund in 1999-00.
However, in terms of addressing retention needs, the Manager and Personnel have identified
the need far the capability to address retention needs when the employee is at or near the
salary range maximum. Under the present Ordinance (Item 20.4), no employee may receive an
adjustment that results in the employee's salary being above the maximum of the salary range.
This means -even when a retention issue exists -that the Manager may not authorize a salary
adjustment to address it.
It is recommended that the Ordinance be amended to give the Manager the authority to address
a retention need when the employee is at or near the salary range maximum for the assigned
salary grade. As provided in the attached draft Personnel Ordinance amendment, the Manager
would be authorized to approve a temporary amendment to the classification and ,pay plan to
change the salary grade for the assigned classification when a retention need exists as defined
in the Ordinance. Any such action would be temporary pending a future classification and pay
study of the position such as in the recommended County-wide classification and pay study.
This proposal is being brought forward now rather that as a part of the November 30 work
session because it is an item staff recommends be addressed on a current fiscal year basis.
The purpose of the work session is to address pay and benefit directions as to future years
(2001-02 and 2002-03).
FINANCIAL IMPACT: Any retention salary adjustment would be subject to the availability of
funds in the Equity/Retention Fund for the fiscal year. For 2000-01, the budgeted amount for
the fund is $25,000.
RECOMMENDATION(S): The Manager recommends that the Board ,approve the attached
Personnel Ordinance Amendment to Article V, Pay Plan, Section 20, "Equity/Retention Salary
Adjustment."
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Attachment
Draft Personnel Ordinance Amendment
Article V, Section 20, Equity/Retention Salary Adjustment
(Changes Shown in Sold Type)
20.0 Equity/Retention Salary Adjustment
20.1. Purpose
Within the availability of funds, the County provides for equity/retention salary
adjustments to establish or re-establish equitable salary relationships among
employees in a work unit ar in related work units or to address retention needs, as
approved by the County Manager.
20.2 Criteria For Granting
Through the Equity/Retention process in Section 20.5, Equity/Retentian Salary
Adjustments may be granted to address:
Ecauitable Salary Relationships -This includes the following types of situations:
^ Salaries differ significantly and qualifications are substantially equal
These are situations in which the salaries of employees performing the same type
and level of work in the same ar related work units differ by more than 10
percent when relevant individual characteristics (related education, skills, work
experience, length of service, work performance) are substantially equal.
^ Salaries are substantially equal and qualifications differ significantly
These are situations in which employees performing the same type and level
of work have the same or substantially equal salaries and one of the
employees has substantially greater qualifications (related education, skills,
work experience, past work performance).
Either of the above situations may include inequities resulting from salary
limitations an past promotional increases.
Retention Needs -This includes the following types of situations:
^ Labor market
The need to reduce or prevent turnover due to critical market conditions that
may affect retention when
/ The position's duties are key to the accomplishment of essential County
operations/functions and
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Attachment
/ The position's required knowledge, skills, and abilities are acknowledged and
documented as being difficult to recruit or having a critical labor market
shortage according to market salary data and recruitment data.
p Retention
To retain a critical employee who has received a job offer with a similar level
of responsibility and a higher level of compensation outside the County.
20.3
2o.a
Eli~,ible Employees
A full-time permanent or part-time permanent employee with proficient or higher
work performance.
Equity/Retention Increase Amount
The salary adjustment amount may not exceed a two step increase (about 10
percent) i~s~se within the fiscal year and is subject to the availability of
funding.
No employee may receive an adjustment that results in the employee's salary
being above the maximum of the current salary range.
Special Circumstance:
When necessitated by retention needs as defined in the "Retention Needs"
section of this Ordinance and when a Retention Salary Adjustment would
cause the employee's salary to exceed the salary range maximum, the
Manager may approve a temporary amendment to the classification and pay
plan to change the salary grade for the assigned classification. In this case
the employee's salary is set as provided in this Ordinance for a
reclassification. Any such amendment is temporary pending a future
classification and pay study of the position that will assign a permanent
classification and salary grade.
20.5 Review and Anoroval Process
Any Equity/Retention Adjustment requires the Manager's advance written
approval.
The department head submits a recommendation for any equity/retention
adjustment including documentation of the specific circumstances warranting the
request and supporting data to the Personnel Director.
The Personnel Department organizes and administers the process for department
submission of any equity%retention adjustment recommendation, including
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- Attachment
working with department heads to identify priority needs. Personnel also consults
with departments and provides guidance on the use of this process.
Once received, Personnel evaluates the equity/retention adjustment
recommendation including analysis of relevant factors such as education, skill,
work experience, past work performance and past salary history of the individual
recommended and comparators involved and provides this information to the
Manager.
Among other things, Personnel assures the employee possesses the relevant
education and experience commensurate with the requested salary increase and
that no salary adjustment will create a salary inequity (10 percent or more
differential) with another similarly situated employee. In considering the
recommended increase amount, Personnel may take account of previous, recent,
or pending salary increases (promotions, in-range increases, COLA).