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1997-044-Approving Management Compensation Plan For Fiscal Year 1997-98RESOLUTION 1997 - 44 RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LOS GATOS APPROVING MANAGEMENT COMPENSATION PLAN FOR FISCAL YEAR 1997 -98 WHEREAS, amendments to the Management Compensation Plan will prevent salary compaction between classifications represented by labor organizations and management. BE IT RESOLVED, by the Town Council of the Town of Los Gatos, that the Management Compensation Plan for Fiscal Year 1997 -98 (a copy of which is attached hereto) is hereby approved. PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of Los Gatos, California, held on the 19th day of May, 1997 by the following vote: COUNCIL MEMBERS: AYES: Randy Attaway, Jan hutchins, Linda Lubeck, Mayor Joanne Benjamin. NAYS: None ABSENT: Steven Blanton ABSTAIN: None SIGNED �ryfv� v MAYOR OF HE T, N OF LOS GATOS LOS GATOS, CALIF RNIA ATTEST: 1 C t CLERK OF THE TOWN OF LbS GATOS LOS GATOS. CALIFORNIA MGR 116 NASHAREviGR05199.9 SUMMARY OF AMENDMENTS TO MANAGEMENT COMPENSATION PLAN FOR FISCAL YEAR 1997 -98 Maximum sick leave accruals are reduced from 1200 to 1000 hours for Management Group I and II. Management Group III (Police Sergeants) is tied to the Police Officer's Association at 1180 hours. 2. Education/Tuition Reimbursement and Vision Reimbursement have been eliminated as programs. Management Group I and II Supplemental Benefits have been increased to offset the elimination of these programs. Management Group III (Police Sergeants) have had the value of these programs (and uniform allowance) incorporated into their annual salary. The Flexible Spending Account - I.R.S. Section 125 program has been eliminated. 3. Futre salary adjustments for Management II and III will continue to be linked to associated Town bargaining units. Management I (Department Head and Police Captain) employees will have their ranges adjusted based upon the annual Employee Relations Service survey. Management I employees do not receive any automatic pay increases. Salaries for Department Heads are set based upon an annual, individual performance review by the Town Manager each September. 4. Police Captains are included in Management I for salary range calculation and benefit amounts. 5. Addition to the appendices include: Background information on Management III (Sergeants) - Appendix D. May 15, 1997 Attachment 1 TOWN OF LOS GATOS MANAGEMENT COMPENSATION PLAN 1. PURPOSE To establish a program and guidelines for a management compensation plan pursuant to the following goals and objectives: 1.1 Establish a system for the payment of management personnel which results in appropriate salary- contribution relationships and competitive salary rates. 1.2 Recognize the distinct character of management jobs and incumbents as opposed to grouping them with other employees for salary purposes. 1.3 Diminish the possible influence of negotiated salaries for rank -and file employees on salaries set for management classifications. 1.4 Promote more commitment by management to goals and objectives of the Town Council and Town Manager. 1.5 Establish a system where salary serves as an effective device for promoting better job performance. 1.6 Give recognition to impact of the employee on the job and performance level. 1.7 Promote the further identification of management group and understanding of associated roles, loyalties, and responsibilities. 1.8 Strengthen the role of the supervisor in the compensation program. 1.9 Appropriately reward those employees whose extra effort results in the improvement of Town services. 2. APPLICATION This Policy shall apply to all employees occupying positions in those cases designated as Management. 3. POLICY 3.1 Criteria For Establishing Ranges - Salary ranges shall be designed to ensure satisfaction of the "equal pay for equal work" principle. It has been determined that the maintenance of a strong competitive position in the labor market has a positive effect on the Town's ability to attract and retain highly qualified 1 personnel. Additionally, there are identifiable differences in work requirements between Los Gatos management and presumptively comparable positions in other agencies. These differences argue against the setting of rates strictly on the basis of "prevailing wage ". To the degree possible, ranges will reflect consideration of the relative value of positions. This consideration will take into account differences and similarities in positions, within the respective management and employee groupings. The establishment and maintenance of management ranges shall be guided by the principle that no supervisor should receive less compensation than their highest paid subordinate if a similar amount of time is worked. The establishment and adjustment of salary ranges shall be effected through resolution of the Town Council. 3.2 A and B Ranges - All management classes shall have two ranges titled "A" and "B ". After initial establishment, the ranges will be reviewed for possible adjustments to be effective on July 1 of each year and at such other times as the Town grants general or cost -of- living adjustments. For Management Group II and III employees, the general or cost -of- living adjustments shall be the same as those granted to the primary rank- and -file employee association or union group associated with the various management positions. (Refer to Appendix C for listing of management positions and related association.) The purpose of this relationship is to prevent salary compaction and ensure the objectives of this plan are maintained. Such adjustment shall be applied to the ranges and employee salaries in the same manner as is done with rank- and -file employees, provided, however, that for reasons of unsatisfactory performance, an employee may be denied the adjustment. Salary ranges for Management Group I (Department Heads and Police Captains) shall be reviewed annually based upon compensation surveys conducted by the Santa Clara County Employee Relations Service or its successor. Management Group I employees receive salary increase only based upon merit and job performance which is reviewed annually in September by the Town Manager. Range adjustments may also be made in the event of materially changed job assignments. 3.2.1 A Ranee - The "A" range is appropriate for entry level and fully qualified employees. The performance expectations are those which would normally be associated with these levels. The range is to be utilized to initially grant a salary based on anticipated performance level and thereafter to recognize changes in such performance. The "A" range will have a spread of 35 % from entry to top salary with no set steps. The lowest salary in the range would be appropriate for a new employee who minimally satisfies job requirements. The top of the range is reserved for employees who perform at the highest level of expected proficiency. 3.2.2 B Range - The "B" range is designed for those employees whose performance and value to the Town clearly exceed normal expectations. The top salary of any given "B" range shall exceed the top salary of the "A" range of the class by 15 %. Placement in the range is contingent upon the satisfaction of specific requirements and approval of the Town Manager. 3.3 Salary Progressions Within Ranges - Employees, both upon appointment and during the course of their employment, may receive any salary amount not to exceed the maximum of their range. During the first three (3) years of employment, employees shall be reviewed for salary increases at such times the Town Manager or department head deems appropriate, provided, however, that at least one review will be conducted annually. Thereafter, employees will be reviewed annually on the date of their employment in the position they occupy. Department Heads will be effective September 15, 1993. The sole consideration in the granting of within -range salary adjustments shall be performance. 3.3.1 Salary adjustment for employees below the level of Department Head shall be made upon the recommendation of the Department Head and approval of the Town Manager. Salary adjustments for Department Heads shall be determined and approved by the Town Manager. 3.3.2 It is intended that incremental salary adjustments bear a direct relationship to progress of the employee toward satisfying performance expectations. Upon employment, the employee and his /her supervisor shall develop a progress plan including a definition of performance goals, schedule of performance reviews, and outline of possible within -range adjustments. Normally, within range adjustments will average an approximate 5 %. Adjustments below and above this amount are permitted, however, increases above 15% or less than 2 -1/2% are discouraged. Also, while salary adjustments will normally involve increases, reductions may be made in instances of unsatisfactory performance. Prior to being finalized, progress plans shall be reviewed and approved by the concerned Department Head or Town Manager in the case of Department Heads. 3.3.4 Supplemental benefits shall be considered part of compensation paid. In order to determine the position of the Town's benefit package in relation to the labor market, benefit information shall also be included in the survey of other municipalities. 3.4 Labor Market Survey - Survey agencies making up the labor market base shall be used as determined appropriate by the Santa Clara County Employee Relations Service and the Town Manager. The determination of position comparability shall take into account scope of responsibility, functions supervised, staff size, budget, and related factors. Consideration will not be given to factors relating to incumbents, such as performance, length of service, and competency. 3.5 Exceptional Contribution Pay - The basic salary ranges "A" and "B" are designed to ensure that employees have the potential of a salary which is internally justified, competitive with salaries paid in other agencies, and /or should provide compensation appropriate to productivity at the standards established by the Town. It is recognized, however, that some employees may make an exceptional or "one 3 shot" significant contribution to the Town which clearly exceeds expectations or job requirements. The Exceptional Contribution Pay Program (ECPP) is designed to recognize and encourage this type of contribution. The ECPP is governed by the following: 3.5.1 The contribution cannot be within job expectations and must result in an identifiable and clearly recognized positive impact on the Town. Ordinarily such impact must be definable in terms of dollar cost reductions and /or increased productivity without additional costs. Examples of indicators of such a contribution include the following: 3.5.1.1 Within the employee's area of responsibility there has been a consistent, exceptionally high level of productivity with repeated successful implementations of progressive and up -to -date operational and managerial systems. 3.5.1.2 Employee initiates a series of innovative approaches to providing Town services which result in significant cost savings with no reduction in service level. 3.5.1.3 Employee develops programs or makes suggestions which result in operational improvements outside his /her normal area of responsibility. 3.5.1.4 Employee develops a program, system, or procedure on his /her own initiative which results in a measurable significant improvement in Town services or governmental efficiency. 3.5.2 ECPP may be granted at any time by the Town Manager upon recommendation by the employee's Department Head in an amount not to exceed $2,000.00. Amounts greater than $2,000.00 may be granted by the Town Council upon recommendation of the Town Manager in an amount not to exceed three (3) months' salary of the affected employee. Payment shall be made in a lump sum. 4. GENERAL ADMINISTRATION AND PLAN REVIEW The Personnel Officer shall maintain records on salary adjustments, including effective dates and amounts. This information shall be summarized and distributed to the respective Department Heads during the preparatory stages of development of the fiscal year budget. A study committee consisting of the Personnel Officer and a minimum of two Department Heads and one level two Manager will then be established to evaluate administration of the Management Productivity- Salary Plan and develop recommended Plan changes if deemed appropriate. 0 5. SUPPLEMENTAL BENEFITS 5.1 Eli ibili - Management employees will be eligible for benefits on the first day of the month following their hire date. 5.1.1 No unexpended dollar amounts associated with selected benefits maybe disbursed to a terminating employee. 5.1.2 All benefit selections are subject to State and Federal rules, regulations, and laws regarding employee benefits and tax status. No guarantee is made regarding the tax- exempt status of any and all benefits presented or selected except those allowed by law. 5.1.3 For all current employees, benefit selections must be made prior to the beginning of each fiscal year. No changes to selected dollar ($) allocations may be made after that time unless such changes are a result of a qualified event or permitted by the PERS Medical Health Plan. Dependent status changes may be made during the fiscal year provided there is a qualifying event. 5.2 Public Employees Reti rement System - The Town shall continue to provide in its contract with PERS for the 2% at 55 retirement plan. Police Management have a 2% at 50 program. 5.3 Vacation Management I 0 - 60 mos. 15 days per year (4.62 hrs. per pay period) 61 - 120 mos. 20 days per year (6.15 hrs, per pay period) 121 mos. & over 25 days per year (7.70 hrs. per pay period) Management II 0 -60 mos. 61 - 120 mos. 121 - 180 mos. 181 mos. & over Management III 15 days per year (4.62 hrs 20 days per year (6.15 hrs 23 days per year (7.08 hrs 25 days per year (7.70 hrs per pay period) per pay period) per pay period) per pay period) 0 - 36 mos. 10 days per year (3.08 hrs. per pay period) 37 to 60 mos. 15 days per year (4.62 hrs. per pay period) 61 to 120 mos. 20 days per year (6.16 hrs. per pay period) 121 to 180 mos. 23 days per year (7.08 hrs. per pay period) 181 mos. & over 25 days per year (7.70 hrs per pay period) 5 Maximum accrual shall be 400 hours for Management I and Il effective January 1, 1995. Maximum accrual shall be 344 hours for Management IIl. Vacation cash -out is permitted twice a year in December and June if the Manager uses one week of vacation during the prior year. Such monies will be included in the first payroll check of June and December. Amount to be cashed out is limited to the amount accrued. 5.4 Personal Leave - Each Management employee will be eligible for a maximum of 48 hours personal leave each calendar year. Personal leave is to be taken at employee discretion. Personal leave may not be carried over from year to year, nor may it be cashed out. 5.5 Sick Leave /Sick Leave Ca h -out - Sick leave accrues at the rate of 8 hours per month (3.70 hours per pay period) with a 1000 hour accrual limit. Upon retirement from the Town, accrued sick leave can be applied towards medical premiums until such time that the Town provides for 100% of retiree benefit premiums. Sick leave can be cashed out each December with the following provisions: a. Have 150 hours in accruals at time of cash -out. b. The balance can be cashed out as follows: 1 - 59 months of service at 25 % 60 - 119 months of service at 37.5 % 120 or more months of service at 50% 5.6 Administrative Leave - Upon approval of his /her department head (or by the Town Manager in the case of department heads), management employees are eligible for up to 40 hours administrative leave with pay per calendar year. This leave is not cumulative from year to year; nor may this leave be cashed out. Administrative leave may be granted in recognition of extraordinary work hours by management personnel. Specific examples include unanticipated emergency situations, extraordinary Council or Commission meetings, and extensive weekend work. 5.7 Salary Adjustments For Management Employees On Extended Leave - An incumbent management employee who is on extended leave from his /her position due to sickness, disability, or employee- initiated leave without pay status shall receive no salary adjustment until returning to full -time work. The employee will then be considered for an adjustment, when a complete year of work has elapsed since their last evaluation. Time absent will be rounded to the closest month. 6 Salary adjustments, if any, will become effective after the employee has completed a full year since their last evaluation/increase. Vacation or sick leave may not be used intermittently during an extended leave to interrupt a determination that an employee is absent for any full calendar month period. Vacation or sick leave may be used to assure continuation of payroll status in order to retain insurance benefits under the cash allocation benefits program. Employees who are absent from work due to a work - related disability shall not be subject to the provision above and will be considered for a salary adjustment on their anniversary date. 5.8 Leave Accruals - Management employees shall not accrue vacation or sick leave during any period of unauthorized leave, suspension without pay, or leave without pay. 5.9 Continuation Of Benefits - Management employees shall continue to receive fringe benefits so long as those employees remain on the Town payroll. 5.10 Disability Insurance - The Town will provide for a Short Term Disability policy effective the 8th calendar day; coverage of 60% of weekly earnings up to a maximum of $1,155 /week for 12 weeks. Long Term Disability benefits begin on the 91st day of disability; coverage of 60% of monthly earnings up to a maximum of $5,000 /mo. 5.11 Life Insurance - Management employees shall receive Town paid life insurance coverage providing cover of $50,000 life and $50,000 accidental death benefit or equal to annual salary, whichever is higher. Additional life insurance may be purchased by the employee equal to once or twice the employee's base salary, not to exceed $200,000. 5.12 Employee Assistance Program - Management employees shall have the employee assistance program available to them. The premium shall be paid by the Town. 5.13 Cash Allocation Plan - Allocation available to managers are as provided in Appendix B. Benefits which can be purchased by the cash allocation plan include medical insurance and dental insurance. These benefits are available on a pre -tax basis. Employees may also choose to receive part or all of their cash allocation plan in cash. Any amount received in tax is taxable. Employees choosing to receive taxable cash will receive it twice a year. All benefits selected from the Cash Allocation Plan must be paid for in full from the maximum benefit provided except when the maximum is insufficient to cover 7 all insurance coverage selected. In such case, the premium amount not funded by the Town - provided benefit shall be paid through an employee deduction applied against the medical premiums. These premiums are available on a pre -tax basis. Employees choosing to use cash allocation plan funds for medical insurance must pay all medical premiums from the allocation prior to receiving a cash allocation. 5.14 Deferred Compensation - The Town will continue to offer a program of deferred compensation to all managers. 5.14.1 Funding for deferred compensation may only be provided after all other benefits selected by the employee are paid for in full from the maximum benefit provided. 9 APPENDIX A MANA EMENT POSITION & SALARY LEVELS* 1997_98 Police Chief $88,381 Planning Director $78,389 Assistant Town Manager $77,053 Police Captain $76,653 Library Director $74,874 Director of Building and Engineering $74,874 Finance Director $74,874 Community Services Director $74,874 Senior. Planner $69,476 Parks /Forestry Superintendent $69,382 Maintenance Superintendent $69,382 Police Sergeant $63,356 (As of 12/28/97) Records and Communications Manager $59,526 PM Supervisor $59,446 PW Supervisor $59,446 Senior Librarian $58,834 Personnel Manager $57,517 *Net of employee paid PERS contributions. 9 APPENDIX B MANAGEMENT SUPPLEMENTAL BENEFITS Cash Allocation Plan - FY 1997/98 Effective for July, 1997 GROUP I - $8,712 Assistant Town Manager Planning Director Police Chief Library Director Director of Building and Engineering Services Community Services Director Finance Director Police Captain GROUP II - $8,168 Parks /Forestry Supt. Maintenance Supt. Parks Maint. Supr. Public Works Maint. Supr. Police Records and Communications Mgr. Senior Planner Personnel Manager Senior Librarian Group III - $5,712 Police Sergeant 10 APPENDIX C MANAGEMENT POSITIONS RELATED ASSOCIATION Assistant Town Manager T.E.A. Community Services Director T.E.A. Director of Building and Engineering T.E.A. Services Finance Director T.E.A. Library Director T.E.A. Maintenance Superintendent A.F.S.C.M.E. Parks Superintendent A.F.S.C.M.E. Parks Supervisor A.F.S.C.M.E. Personnel Manager T.E.A. Planning Director T.E.A. Police Chief P.O.A. Police Captain P.O.A. PW Maintenance Supervisor A.F.S.C.M.E. Records /Communications Manager T.E.A. Senior Librarian T.E.A. Senior Planner T.E.A. Police Sergeant P.O.A. 11 APPENDIX D TOWN OF LOS GATOS MEMORANDUM DATE: February 14, 1990 TO: All Sergeants FROM: Deborah Acosta, Town Manager Larry J. Todd, Chief of Police SUBJECT: Sergeant Management Performance and Compensation Plan For purposes of definition and future reference, "Economic Provision" include the following areas as specified in the 1989/90 P.O.A. Memorandum of Understanding: 1. PERS Benefits /Town Contribution 2. Educational Incentive Pay 3. Special Pays 4. Educational Reimbursement 5. Insurance Programs and Rate of Disability, Vision, Employee Unemployment) 6. Uniform Allowance 7. Overtime 8. Vacation Schedule 9. Vacation and Overtime Cash -out 10. Holidays and Holiday Pay 11. Sick Leave 12. Personal Leave 13. Annual Sick Leave Cash -out Program 14. Military Leave 15. Bereavement Leave 16. Leave without Pay 17. Maternity Leave 18. Accrual of Benefits 19. Worker's Compensation 20. Jury Duty DEBORAH ACOSTA Town Manager Town Contribution (Life, Assistance Program, and /Wzy/j. TODD Chief of Police TOWN OF LOS GATOS SERGEANT MANAGEMENT PERFORMANCE AND COMPENSATION PLAN Purpose The Town and Police Department administration recognize that the job requirements for the position of Sergeant are uniquely different from those of the rank- and -file employees. The purpose of this plan is to establish a program and guidelines for a Sergeant Management Performance and Compensation Plan pursuant to the following goals and objectives: 1. Establish a salary system which recognizes the need to keep pace with the external market and internal relationship of other employees, and recognizes the distinct character of management. 2. Promote a system which minimizes conflict for Sergeants between Town goals and objectives, and loyalty to rank- and -file employees because of meet and confer obligations. 3. Establish a system which promotes better job performance and provides flexibility in salary setting based on individual performance. 4. Promote the further identification with the management group and the understanding of associated roles, loyalties and responsibilities. 5. Provide a system which allows for appropriate award for extra effort which results in the improvement of Town services. Policy All economic provisions of the P.O.A. Memorandum of Understanding remain in effect except as follows: 1. Salary ranges for Sergeants will be reviewed annually and will be adjusted in accordance with the Management Compensation Plan as specified under "Salary Ranges ". The top of the range is considered the control point. An individual's compensation adjustment will be based on demonstrated performance as documented under the Police Department's "Employee Evaluation Program ". Adjustments shall be applied to the range and employee salaries, provided, however, that for reasons of unsatisfactory performance an employee may be denied the adjustment. Sergeant Management Performance and Compensation Plan 2. Salary progression within the range shall be reviewed annually on the date of promotion to the rank of Sergeant. Upon initial promotion, the employee shall receive a 5% salary increase above their base officer pay, not including any specialty pay. Normally, within -range adjustments will be 5 %. Adjustments below and above this amount are permitted; however, no increase shall exceed 10% and increases less than 2 -1/2% are discouraged. Also, while salary adjustments will normally involve increases, reductions may be made in instances of unsatisfactory performance. (Note: All range adjustments are approximate; i.e., 4.98% or 5.02 %.) 3. After an employee reaches the top of his /her salary range, the level of proficiency appropriate to that salary rate must be maintained or the employee's salary may drop below the maximum. This may occur through a direct salary reduction or failure of the employee to receive additional increases which may be possible due to adjustments in the range. 4. Exemplary performance awards are designed to recognize individual sustained superior performance or a significant contribution to the Town service which exceeds expectations or job requirements. These awards are recommended by the Chief of Police and are discretionary on the part of the Town Manager. Awards may be made on either a percentage or flat dollar amount basis each year up to a maximum of $2,000.00 and shall be considered one -time, non - recurring awards. Family Medical Insurance Premiums or a Cafeteria Benefit Program shall be available to each Sergeant as follows: A. Family Medical Insurance Premiums will provide payment of medical insurance premiums equal to the "least cost" family medical and dental insurance programs offered by the Town. The determination as to whether this benefit is provided must be made on an individual basis between June 1 and June 15 or during Town designated open enrollment periods of each year thereafter. Employees opting for this medical insurance coverage will not participate in the Cafeteria Benefit Program. B. Cafeteria Benefit Program allocations are utilized to "purchase" those items which best suit the employee's personal needs. Benefits available in the cafeteria program include medical insurance, additional life insurance, medical examination, local health club membership, and deferred compensation. The dollar amount allocated to this program is reviewed annually as part of the market survey. Refer to Attachment "A" for further information. PDRRO03 A \PERS &TR \MGMT.SGT