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HomeMy WebLinkAboutSpecial 2012-03-19 Item 2 - Report and Findings Presentation by NW Management ConsultingREPORT ON WAGE AND BENEFIT ANALYSIS OF NON REPRESENTED POSITIONS CITY OF TUKWILA March 19, 2012 Ross J. Ardrey, Consultant NW Management Consulting, Inc. 1326 Fifth Ave. #349 Seattle, WA 98101 Table of Contents Executive Summary Pages 3 -5 Introduction, Scope and Goals Page 6 Highlights of Wage and Benefit Analysis and Validation s Page 7 Review and Analysis of Other Jurisdictions Pages 8 -12 Table I City Comparisons Page 9 Table II Analysis of Survey Jurisdictions Page 10 Table III Washington State Dept of Revenue Abstract Page 11 Table IV Analysis of Survey Jurisdictions Expanded Page 12 Represented and Non Represented Positions Page 13 Validating Survey of 2011 Prevailing Market Rates Pages 14 -20 Table V Non Represented Positions and Benchmarks Page 15 Table VI Non -Rep Survey City Selections Page 16 Table VII Non -Rep Survey Assessed Valuations (A V) Page 17 Table VIII Non -Rep Survey Populations Under 75, 000 Page 18 Table IX Non -Rep Survey Core Cities (City A V List) Page 19 Table X Non -Rep Survey Benefits Total Comp Page 20 Projections for 2012 and Range Placements Pages 21 -23 Table XI Non -Rep Survey 2011 and 2012 Page 22 Table XII Non -Rep Survey 2011 and 2012 Variances Page 23 Recommendations for Compensation Program Developments Page 24 Attachments Statement of Qualifications Scope of Work Report on City of Tukwila Wage and Benefit Analysis Page 2 NW MANAGEMENT CONSULTING, INC. COMPENSATION HUMAN RESOURCES March 19, 2012 Mayor's Office City of Tukwila 6200 Southcenter Boulevard Tukwila, WA 98188 Mayor Jim Haggerton: 1326 Fifth Ave #349 Seattle, WA 98101 Phone: (206) 223 -4234 Fax: (206) 223-4241 Cell: (206) 818 -4234 ardrey @qwestoffice.net This letter is an executive summary of the City's Wage and Benefit Analysis for non represented positions. This analysis reviewed the current practices and initial recommendations the Administration made in the Fall of 2011. Based on my professional experience and validations of programs in other cities, public agencies, and other employers, this analysis validates the current practices and supports the City's 2011 Non Represented Salary and Benefit compensation recommendations for implementation in January, 2012. In addition, this report outlines recommendations for improvements in future compensation analysis and is intended to encourage and help open a dialog for a comprehensive compensation review. Professional validations in this Wage and Benefit Analysis are based on current local municipal practices and the City's existing programs. Recommendations for a comprehensive compensation review are intended to look at the overall best practices and address Tukwila's unique concerns. BACKGROUND AND INTRODUCTION The Mayor and Council are proud of the City's management, staff and services. The study has emphasized the challenges of defining comparability and the uniqueness of the City. Resolution No. 1537, establishes a Non Represented Employees' Compensation Plan. It requires that a market analysis be done every other year for the upcoming year for Non Represented positions. The current analysis has been conducted based on information taken from the Association of Washington Cities (AWC) Salary and Benefit survey. As in the past, a comparison was done of external comparables (cities) and internal equity (union pay scales). The following comparable cities were used for this study: Auburn, Bothell, Puyallup, Kent, Kirkland, Sea -Tac, Lynnwood, Mountlake Terrace, Redmond and Renton. Nineteen (19) benchmark positions were chosen for comparison with external cities based upon job titles and responsibilities. This data is then forwarded to Fox Lawson Associates, an independent firm, to perform the regression line analysis to determine top steps for the non represented salary schedule. In review of internal equity, the non represented top step wage information is compared to represented top step wage. This review serves us with a snapshot of where wage compression may exist between the groups. Once external and internal reviews have been conducted and the regression line analysis completed, the data is reviewed to determine a recommendation for wage adjustments for the next year The Mayor submits his final recommendation to the Finance and Safety Committee for consideration and to be forwarded to the full City Council for adoption. The Mayor's recommendation is to approve the 2012 Non Represented salary and benefits schedule effective January 1, 2012, which provides for a market adjustment as determined by the Fox Lawson Associates Report on City of Tukwila Wage and Benefit Analysis Page 3 regression analysis for positions banded D62 -F102, and provide a three (3 percent increase to those at A, B, C and D61 levels to maintain internal equity for these positions which have internal similarity with the represented positions. SCOPE OF PROFESSIONAL VALIDATION NW Management Consulting, Inc., was selected by the City in February, 2012, to provide an independent professional review of current practices and a validation of the Mayor's Recommendations. The Scope of Work for this project is shown as an Attachment to this report and includes reviews of (1) Non Represented Benchmark Selections, (2) 2011 Prevailing Market Survey, (3) 2011 Benefits and Total Compensation, and (4) 2012 Projections and Range Placements. RESULTS OF PROFESSIONAL VALIDATIONS Professional Validation of Non Represented Benchmark Selections The Wage and Benefit Analysis validates the City's benchmark position selections and shows how the benchmarks are spread from the lower to the higher salary ranges, represent departments, and include positions found in other municipalities. Designation of director positions as benchmarks is an innovative procedure that enhances benchmark functions and provides for better program oversight. Professional Validation of 2011 Prevailing Market Rate Survey Survey comparisons shown in the report validate the City's 2011 market rate comparisons using the City's current comparable. As part of this validation, other comparable cities were selected based on assessed valuations, cities with less than 75,000 population, and cities on both the existing and assessed valuation comparison lists. All of the comparisons show the City's 2011 salary levels lag the other cities, depending on comparisons, by from -2% to -3 The salary validations confirm the City's 2011 market rate comparisons. Professional Validation of 2011 Benefits and Total Compensation Total compensation comparisons draw together benefit data for paid leave, insurance, retirement, and other non represented compensation. The total compensation comparisons show offsets between the other cities and the City so that the City lags the other cities by approximately -2 The total compensation comparisons confirm the market rate survey validations. Professional Validations of 2012 Projections and Range Placements Survey comparisons for 2012 are based on authorized changes in the other cities salary schedules. The 2012 comparisons show the City's level is the same as the other cities with a variance of 0 Professional validations of range placements for 2012 show 14 of the 20 benchmarks (70 are within f 5% of the average of the other cities. None of the benchmarks is out of line by more than 12 The consultant's recommendation is to interpret the survey as validating the range placements. This validates the proposed range placements. Overall Validation Based on my professional experience and background, this Wage and Benefit Analysis validates the current Tukwila practices for compensation reviews and supports the Mayor's recommendation for compensation changes in 2012. Report on City of Tukwila Wage and Benefit Analysis Page 4 SUGGESTIONS FOR COMPREHENSIVE COMPENSATION REVIEW The main focus of the Wage and Benefit Analysis was on City programs as they exist today. In addition, this analysis was intended to provide recommendations for improvements based on best practices and Tukwila's unique concerns. The analysis does not provide answers into fundamental policy questions regarding the appropriateness of these programs. Examples of "big picture" policy issues include matters such as how to define the City's compensation philosophy, or whether progressions should be based on longevity or have some form of performance recognition, or what to do about compressions and inversions, or whether surveys of larger groups of comparable cities are better than smaller more focused reviews, or whether point comparisons frameworks such as the City's Decision Band Method (DBM) or market rates should define range placements. Suggestions shown in the report are intended to provide a preliminary framework for discussions, focus on the City of Tukwila, and will need to be refined and revised to reflect Mayor, Council, management, and non- represented employee visions, values and inputs. An initial list of recommendations for what should be part of a comprehensive compensation study includes the following items: Frequency and Review of this Kind of Compensation Study Compensation reviews should reflect changes in labor markets and City services The reviews should be conducted every 5 to 10 years. The reviews should involve independent resources to avoid conflicts of interest. General Considerations Regarding Comprehensive Compensation Reviews The Mayor and Council should be involved at critical points throughout the study. Compensation reviews should have open, transparent and participatory processes. Reviews should include policies, structures, procedures, and day -to -day administration. There should be an opportunity for everyone to comment, be heard, and see feedback. Interviews should include job data, strengths and opportunities for improvements. Surveys should be conducted through on -site visits with other cities and organizations. Comparisons should be based on job functions and complexities and avoid job titles. Surveys should include updated city comparisons and private sector compensation. Reports and presentations should include updated policies and procedures. CONSULTANT AFFIDAVIT OF SUBMITTAL This report on the Wage and Benefit Analysis of Non Represented Positions was prepared by Ross J. Ardrey, the president and principal consultant at NW Management Consulting, Inc. The firm's statement of qualifications is included as an attachment. This report reflects the consultant's independent professional judgments and findings and is intended to be fully responsive to City of Tukwila's Request for Proposals. Sincerely, Ross J. Ardrey Ross J. Ardrey President Report on City of Tukwila Wage and Benefit Analysis Page 5 REPORT ON WAGE AND BENEFIT ANALYSIS OF NON REPRESENTED POSITIONS Ross J. Ardrey Consultant NW Management Consulting, Inc. 1326 Fifth Ave #349 Seattle, WA 98101 INTRODUCTION, SCOPE AND GOALS This study responds to the City of Tukwila's request for an independent professional consultant to conduct a Wage and Benefit Analysis of Non Represented Positions. The City selected Ross Ardrey, the principal consultant at NW Management Consulting, to conduct the review. The selection was based on consultant qualifications, proposals content, and professional references. The firm's statement of qualifications is included as an attachment. Study Goals and Concerns The City of Tukwila is located in South King County, has 320 regular full -time and part-time employees including 36 non represented chiefs, directors, supervisors, analysts, and administrative technical employees who are assigned to 32 positions. Examples of concerns: How to conduct a review without disrupting the City's ongoing compensation programs? How to select comparables that recognize the uniqueness of the City of Tukwila? How to compare City position responsibilities and functions with other agencies? How compare internal equity between non -rep and represented positions? How to attain credibility with elected officials, management, unions, and staff? Uniqueness of City of Tukwila The project plan emphasizes the challenges of defining comparability, validating wage and benefit data, recognizing the uniqueness of the City of Tukwila's responsibilities, meeting study goals and schedules, and keeping everyone informed. Examples of City of Tukwila's unique responsibilities, programs and services: Tukwila has a population of 18,190 residents and a daytime population of 170,000. Tukwila is unique in the extent of its resident and regional retail and business services. Resident and regional services impact City functions, positions and responsibilities. Tukwila is one of the most complex municipalities in the Puget Sound area. Tukwila, like other cities, is facing challenging business and economic times. HIGHLIGHTS OF PROJECT PLAN The project plan is intended to be about the City of Tukwila, meet Mayor and other elected officials goals, respond to management requirements, and provide a flexible framework for refinements. Final Report Step 1: Review and Analysis of other Jurisdictions Completed Step 2: Review and Analysis of Internal Equity of Non -Rep and Rep Positions Completed Step 3: Validate Survey of Prevailing Market Rate Salaries and Benefits Completed Step 4: Discuss and Recommend Range Placement Adjustments Completed Step 5: Provide Recommendations for Compensation Program Developments Completed Highlights of the wage and benefit analysis, validations and recommendations follow this page. Report on City of Tukwila Wage and Benefit Analysis Page 6 HIGHLIGHTS OF WAGE AND BENEFIT ANALYSIS AND VALIDATIONS Review of Comuarison Citv Selections, Internal Eauities. and Benchmark Selections The review of comparison cities shows consistency with City bargaining units. The analysis validates City benchmark selections and shows benchmarks are spread through the salary ranges, cover departments, and are found in other cities. Designation of director positions as benchmarks is innovative and provides for better oversight. Professional Validation of 2011 Prevailing Market Rate Survev Comparisons include the existing comparison cities as well as cities selected based on assessed valuations, cities with less than 75,000 population, and cities included on both the existing and assessed valuation lists. Variances are computed based on the formula "Survey- Tukwila/Tukwila." A negative indicates Tukwila lags the other cities and no sign indicates Tukwila is the same or exceeds the other cities. The comparisons show variances within 5 of the other cities (e.g. from the table below, (53.30 54.70/53.30 -3 Survev Comparisons Survev Average Tukwila Average Variance Comparisons 12 Cities 54.70 53.30 -3% Assessed Valuations (AV) 12 Cities 53.87 53.30 -1% AV W/O Mukilteo 11 Cities 54.87 53.30 -3% Comparisons Under 75,000 9 Cities 54.52 53.30 -2% Comparisons Overlap Group 6 Cities 54.77 53.30 -3% Professional Validation of 2011 Benefits and Total Compensation Total compensation comparisons draw together benefit data for paid leave, insurance, retirement, and other non represented compensation. Included are: Compensated Leave for Holidays, Sick Leave, and Vacations; Health and Other Insurance; Retirement; and other Paid Compensation. The total compensation comparisons show offsets between the other cities and Tukwila so that Tukwila lags the other cities by approximately -2% and confirms the market survey validations. Professional Validations of 2012, Range Placements, and Recommendations Survey comparisons for 2012 are based on changes that had been settled in the other cities salary schedules which average 1.59% and the projected salary range changes for the City which are from 3% to 6.9 The 2012 comparisons show the City is the same as the other cities with a variance of f 0 Salary survey comparisons even under the best circumstances are considered to be reliable to within 5 Professional validations of range placements are for 2011 and 2012 survey comparisons. The following table compares variances of over 16 11% up to 15 6% up to 10% and within 5 Variance Comparisons Variances Greater than 16% Variances from 11% up to f 15% Variances from 6% up to 10% Variances within f 5% Survev 2011 0 of 20 2 of 20 8 of 20 10 of 20 Survev 2012 0 of 20 2 of 20 4 of 20 14 of 20 Percent 2012 0% 10% 20% 70% The consultant's recommendation is to interpret the findings as validating the benchmark range placements. The City's existing procedures are working and should be observed to initiate range placement reviews. This summary of the City's Wage and Benefit Analysis, presents a professional validation of the City's Non Represented Salary and Benefit Recommendations for 2012, and is intended to encourage and help open a dialog for a comprehensive compensation review. Report on City of Tukwila Wage and Benefit Analysis Page 7 REVIEW AND ANALYSIS OF OTHER JURISDICTIONS The focus of this section is on review and analysis of jurisdictions that the City of Tukwila utilizes for comparable data for market based guidance on classification and compensation structures. The comparisons provide professional validation of the City's selections and a framework for reviews. City selection comparisons are on page 9 and show cities considered in represented and non represented survey comparisons. The cities are listed in the first column on the left in geographic order from North to South. Comparison cities for the bargaining unit positions are shown in the second and third columns and include Police Non Commissioned Officers and Teamsters. The fourth and fifth columns shown comparisons for non represented positions based on the City of Tukwila's existing selections and a series of 12 cities selected by the consultant for this study based on assessed valuations. The column on the right shows proximity to the City of Tukwila. Comparison data for the existing non represented city selections are shown on page 10. The table illustrates the multi comparison basis underlying these city selections. Cities are listed on the left in geographic order from North to South. Also shown are locations and form of government. Comparison formats and factors include: Traditional Selection Factors Assessed Valuation Population Staff Full Time Retail and Business Factors Sales and Revenues Mall(s) Square Feet Mall(s) Number of Stores Page 11 illustrates assessed valuation selection procedures. The worksheet is from the Department of Revenue, focuses on larger cities located in King, Snohomish and Pierce Counties, and lists the cities in the second column based on assessed valuation. The selection guide of 50% is shown between the second and third columns. Cities within that guide are highlighted in red and green. Page 12 observes the same format as shown on page 10 with additions and deletions in the lower table to reflect the assessed valuation guides and selections. PROFESSIONAL VALIDATION AND BEST PRACTICE CONSIDERATIONS The City of Tukwila's city selection practice meets standard municipal standards. Best practice considerations, however, need to be concerned that too many comparisons cities reduces the ability to focus on getting good comparisons, and, in effect, averages out the good comparison data included in the selection. Also important is working into the selection process the City's actual recruiting and retention experience, providing a framework to include City and departmental inputs that make sure the selected cities are those that have something going on in terms of municipal management and services, and making the selections in an open, participatory and transparent process. The table on page 9, from a best practice standpoint, shows an absence of underlying direction on selection criteria, too many cities, and too much spread in geographic distance. Report on City of Tukwila Wage and Benefit Analysis Page 8 TABLE I CITY OF TUKWILA WAGE AND BENEFIT ANALYSIS CITY COMPARISONS Uniformed Personnel are subject to Interest Arbitration under RCW 41.56 and therefore are not included in this table. Report on City of Tukwila Wage and Benefit Analysis Page 9 Non Represented Miles to CITIES Police Teamsters Existing Assd Val Tukwila North -South Non -Comm Cities Cities (Goggle) MARYSVILLE X 48 MUKILTEO X 36 LYNNWOOD X X X 28 SHORELINE X 25 EDMONDS X X 31 BOTHELL X X X X 28 MNTLAKE TERR X X 28 REDMOND X X X 24 KIRKLAND X X 22 MERCER ISLAND 17 ISSAQUAH X X X X 22 RENTON X X X 6 TUKWILA X X X X 0 BURIEN X 9 SEATAC X X X 3 KENT X X X 4 FED WAY /SKFR X X X 12 AUBURN X X X X 13 PUYALLUP X X X X 25 LAKEWOOD X 29 CITY COMPARISONS 11 10 12 12 AVG: 21 W/O TUKWILA Uniformed Personnel are subject to Interest Arbitration under RCW 41.56 and therefore are not included in this table. Report on City of Tukwila Wage and Benefit Analysis Page 9 TABLE II CITY OF TUKWILA WAGE AND BENEFIT ANALYSIS ANALYSIS OF SURVEY JURISDICTIONS Survev Citv Selections Based on Existing Citv of Tukwila Practices Data as of Julv 2011 Sources: Muncival Research Services Center (MRSC), Wa State Dent of Revenue (DOR), Association of Washington Cities (AWC), Puget Sound Business Journal 2012 (PSBJ -PaLye 59) Abbreviations: VAL (Assessed Val Millions); STAFF (Full Time); SALES (Sales Millions) Comparisons. Location. Government CITIES COUNTY GOVERNMENT (MRSC) (MRSC) FORM (MRSC) Cities N„ S) (12) 33,720 281 LYNNWOOD SNOHOM MAYOR -CNCL BOTHELL SNO/KING CNCL -MGR MNTLKE TRC SNOHOM CNCL -MGR REDMOND KING MAYOR -CNCL KIRKLAND KING CNCL -MGR ISSAQUAH KING MAYOR -CNCL RENTON KING MAYOR -CNCL TUKWILA KING MAYOR -CNCL SEATAC KING CNCL -MGR KENT KING MAYOR -CNCL FEDERAL WAY KING CNCL -MGR AUBURN PIERCE /KING MAYOR -CNCL PUYALLUP PIERCE CNCL -MGR Traditional Factors Retail and Business Factors VAL POP STAFF SALES PSBJ MALLS 2012 (DOR) (AWC) (AWC) (DOR) (SQ FEET) (STORES) 4,726 35,860 329 1,778 1,270,000 200 6,317 33,720 281 969 2,034 19,990 123 156 12,793 55,150 594 2,034 670,000 120 10,710 49,020 436 1,456 5,950 30,690 228 1,158 1,109,561 37 11,416 92,590 647 1,914 607,797 40 4,776 19,050 301 1,635 2,159,071 272 4,222 27,110 149 878 13,064 118,200 604 1,549 306,474 60 8,206 89,370 289 1,195 783,299 100 6,805 70,705 408 1,281 933,295 130 4,494 37,240 275 1,615 964,516 120 TUKWILA KING MAYOR -CNCL SUMMARY/ Sno/King 3 Cncl -Mgr: 6 AVERAGE King: 7 (W /O TUKWILA) Prc/King: 2 Mayor -Cncl: 6 4,809 18,190 301 1,635 2,159,071 272 6,195 42,111 335 1,306 978,224 107 Report on City of Tukwila Wage and Benefit Analysis Page 10 TABLE III Table 30 Wa State Department of Revenue Abstract of Levy Detail Part l: Senior Taxing District Levies Due in 2011- King, Pierce, Snohomish Citites Report on City of Tukwila Wage and Benefit Analysis Page 11 Bond/Special Municipality/ Regular Regular Levy Levies Total Taxes County Taxing District Valuation Levy Rate Due in 2011 Due in 2011 Due in 2011 King Seattle 119,424,060,925 1.87417 347,857,655 17,538,763 365,396,418 King Bellevue temp lid lift 32,076,141,990 1.14204 36,632,291 36,632,291 Pierce Tacoma 19,033,502,788 2.62934 50,045,520 2,167,040 52,212,560 King Kent 13,064,483,188 1.48394 19,386,866 19,386,866 King Redmond 12,793,235,572 1.69589 21,695,933 291,879 21,987,812 Snohomish Everett 12,363,443,145 2.60757 32,238,578 32,238,578 King Renton 11,415,700,111 2.83207 32,330,089 32,330,089 King Kirkland 10,710,832,316 1.30134 13,938,466 914,072 14,852,538 King Sammamish 8,588,298,544 2.46595 21,178,274 21,178,274 King Mercer Island 8,488,446,213 1.14061 10,564,047 10,564,047 King Federal Way 8,206,354,959 1.19750 9,827,070 9,827,070 King Auburn (King) perm lid lift 6,804,895,250 1.93458 13,164,625 13,164,625 King Shoreline 6,695,810,682 1.48000 9,909,804 1,700,069 11,609,873 Snohomish Edmonds 6,433,258,853 1.47663 9,499,558 877,984 10,377,542 King Bothell (King/Snohom) 6,317,709,519 1.36864 4,440,183 397,448 4,837,631 King Issaquah 5,949,671,011 1.13546 6,755,598 1,448,032 8,203,630 Snohomish Marysville 5,357,774,475 2.34000 12,537,199 226,073 12,763,272 Pierce Lakewood 5,316,770,509 1.16180 6,177,007 6,177,007 King Tukwila Tukwila 1.5 4,775,732,512 2.82566 13,494,599 13,494,599 Snohomish Lynnwood 7,163,598,768 4,726,403,303 1.86952 8,836,120 8,836,120 King Burien 4,574,205,698 1.55513 7,113,504 7,113,504 Pierce Puyallup Tukwa y p 3,183,8211,67 5 67 4,494,066,970 1.57347 7,071,278 1,413,458 8,484,736 King SeaTac 4,221,508,292 2.80159 11,826,941 11,826,941 Snohomish Mukilteo 3,541,494,541 1.28641 4,555,800 4,555,800 Pierce University Place 3,098,693,277 1.22787 3,804,780 3,804,780 Snohomish Bothell Joint 3,073,475,024 1.36864 4,206,481 377,580 4,584,061 King Kenmore 2,779,389,739 1.48382 4,124,126 4,124,126 King Des Moines temp lid lift 2,665,187,506 1.60000 4,264,299 4,264,299 Snohomish Mill Creek 2,660,873,179 1.91703 5,100,963 5,100,963 Snohomish Lake Stevens 2,658,887,830 1.54606 4,110,792 4,110,792 King Woodinville 2,546,803,303 1.15597 2,944,026 2,944,026 King Maple Valley 2,435,732,420 1.29016 3 3,142,475 King Medina 2,268,996,840 1.05820 2,401,057 2,401,057 Snohomish Mountlake Terrace 2,033,992,888 1.53793 3,128,130 3,128,130 Snohomish Arlington 2,018,675,444 1.16941 2,360,662 2,360,662 Pierce Fife 2,008,596,565 1.32061 2,652,564 2,652,564 King Lake Forest Park 2,005,849,832 1.39551 2,799,174 2,799,174 Report on City of Tukwila Wage and Benefit Analysis Page 11 TABLE IV CITY OF TUKWILA WAGE AND BENEFIT ANALYSIS ANALYSIS OF SURVEY JURISDICTIONS EXPANDED Abbrvs: VAL (Assessed Val Millions): STAFF (Full Time): SALES (Sales Millions). PSBJ (Pu Sou nd Bsn Jrn) Comparisons. Location. Government Traditional Factors Retail and Business Factors CITIES COUNTY GOVERNMENT VAL POP STAFF SALES PSBJ MALLS 2012 (North to South) (MRSC) FORM (MRSC) (DOR) (AWC) (AWC) (DOR) (SQ FEET) (STORES) Cities Based on Existing Practice North -South (12 +Tukwila) LYNNWOOD SNOHOM MAYOR -CNCL 4,726 35,860 329 1,778 1,270,000 200 BOTHELL SNO /KING CNCL -MGR 6,317 33,720 281 969 MNTLKE TRC SNOHOM CNCL -MGR 2,034 19,990 123 156 REDMOND KING MAYOR -CNCL 12,793 55,150 594 2,034 670,000 120 KIRKLAND KING CNCL -MGR 10,710 49,020 436 1,456 ISSAQUAH KING MAYOR -CNCL 5,950 30,690 228 1,158 1,109,561 37 RENTON KING MAYOR -CNCL 11,416 92,590 647 1,914 607,797 40 TUKWILA KING MAYOR -CNCL 4,776 19,050 301 .1,635 2,159,071 272 SEATAC KING CNCL -MGR 4,222 27,110 149 878 KENT KING MAYOR -CNCL 13,064 118,200 604 1,549 306,474 60 FEDERAL WAY KING CNCL -MGR 8,206 89,370 289 1,195 783,299 100 AUBURN PIERCE /KING MAYOR -CNCL 6,805 70,705 408 1,281 933,295 130 PUYALLUP PIERCE CNCL -MGR 4,494 37,240 275 1,615 964,516 120 SUMMARY Sno /King 3 Cncl -Mgr: 6 AVERAGE King: 7 6,195 42,111 335 1,306 978,224 119 Mayor -Cncl: 6 (W /O TUKWILA) Prc /King: 2 CITIES COUNTY GOVERNMENT VAL POP STAFF SALES PSBJ MALLS 2012 (Assessed Valuation) (MRSC) FORM (MRSC) (DOR) (AWC) (AWC) (DOR) (SQ FEET) (STORES) Cities Based on Assessed Valuation (12 +Tukwila) Drons MT. Rd. Krk. Rnt. Knt. FW: Adds in Green: Overlap in Black AUBURN PIERCE /KING MAYOR -CNCL, 6,805 70,705 408 1,281 933,295 130 SHORELINE KING CNCL -MGR 6,696 53,200 127 661 EDMONDS SNOHOM MAYOR -CNCL 6,433 39,800 207 499 BOTHELL SNO /KING CNCL -MGR 6,317 33,720 281 969 ISSAQUAH KING MAYOR -CNCL 5,950 30,690 228 1,158 1,109,561 37 MARYSVILLE SNOHOM MAYOR -CNCL 5,357 60,660 238 722 LAKEWOOD PIERCE CNCL -MGR 5,316 58,190 235 847 TUKWILA KING MAYOR -CNCL 4,776 19,050 301 1,635 2,159,071 272 LYNNWOOD SNOHOM MAYOR -CNCL 4,726 35,860 329 1,778 1,270,000 200 BURIEN KING CNCL -MGR 4,574 47,660 64 461 PUYALLUP PIERCE CNCL -MGR 4,494 37,240 275 1,615 964,516 120 SEATAC KING CNCL -MGR 4,222 27,110 149 878 MUKILTEO SNOHOM MAYOR -CNCL 3,541 20,310 101 198 SUMMARY Sno /King 5 Cncl -Mgr: 6 AVERAGE King: 4 Mayor -Cncl: 6 5,369 42,929 220 922 1,069,343 122 (W /O TUKWILA) Prc/King: 3 TUKWILA KING MAYOR -CNCL 4,809 18,190 301 1,635 2,159,071 272 Report on City of Tukwila Wage and Benefit Analysis Page 12 REVIEW AND ANALYSIS OF INTERNAL EQUITY REPRESENTED AND NON REPRESENTED POSITIONS The purpose of this step is to review and compare internal equity between non represented and represented positions. The City has a Decision Band Method (DBM) system for classification and compensation so the concern is with internal equity between the non -rep and represented positions and comparisons between the City and the other cities Tukwila compares with in its negotiation and survey comparison process. Internal Equity Comparison Cities Listed North -South Lynnwood Renton Bothell SeaTac Mountlake Terrace Kent Redmond Auburn Kirkland Puyallup The following table show average data for 2009 -2012, and validate Tukwila's comparisons with respect to the other municipalities. REP AND NON -REP SURVEY CITY SELECTIONS INTERNAL EQUITY Average Increases Listed by Year for Rev and Non -Rev Data as of March 5. 2012 Survev Comparisons Based on Existing Comvarable Citv Selections Considering Multivle Factors Year 2009 2010 2011 2012 2009 -2012 Rep- Survey 4.92% 1.16% 1.12% 2.02% 2.30% NR- Survey 4.30% 0.50% 0.64% 1.59% 1.76% Rep Tukwila 3.98% 3.63% 1.69% 3.10% NR- Tukwila 4.50% 2.20% 0.00% 2.23% PROFESSIONAL VALIDATION AND BEST PRACTICE CONSIDERATIONS The City of Tukwila's internal equity practice meets municipal standards of other cities in the Puget Sound area. Best practice considerations, however, need to be concerned that there is a disparity of approximately '/2 per year between the represented and non represented groups and that the cumulative effect of this disparity is to create inversions and compressions between management and represented positions. Challenges facing municipalities with respect to internal equity are common to not for profit and private sector employers. Best practices need to reflect policy directions to assure represented and non represented compensation programs recognize the value of internal progressions and provide additions to compensation programs that offset represented position advantages. Also important is reviewing and updating the salary range and grade structure, and reviewing procedures the City uses to reconcile internal equity, i.e., points and market prices. Report on City of Tukwila Wage and Benefit Analysis Page 13 VALIDATING SURVEY OF 2011 PREVAILING MARKET RATES SALARIES AND BENEFITS This section includes review of review of benchmark selection criteria and selections, compilation and analysis of AWC salary, position by position comparisons between the survey cities and the City of Tukwila, and salary and benefit total compensation comparisons. Professional Validation of Benchmark Selections This section validates the City's benchmark position selections and shows how the benchmarks are spread from the lower to the higher salary ranges, represent most departments, and include positions found in other municipalities. Most department director positions are included as benchmark to assure comparisons with other jurisdictions. Designation of director positions is an innovative procedure that enhances benchmark functions and provides for better program oversight. The table on page 15 shows the non represented positions in the first column on the left and listed in ascending order of salary range assignment. The second column shows the existing salary range. The third through sixth column show quartiles, the distribution of benchmarks in each quartile, and the department assignment. The number of survey matches is shown in the column on the right. Professional Validation of Prevailing Market Rate Survev Salary survey comparisons even under the best circumstances are considered to be reliable to within 5 The survey comparisons on pages 16 through 20 validate Tukwila survey comparisons and include comparisons for the existing comparison cities, cities selected based on assessed valuations, cities with less than 75,000 population, and cities included on both the existing and assessed valuation comparison lists. The four comparisons show that the survey findings are within f 5 of the other comparisons. Survev Comparisons Comparisons 12 Cities Assessed Valuations 12 Cities Survev Average Tukwila Average Variance AV W/O Mukilteo 11 Cities Comparisons Under 75,000 9 Cities Comparisons Overlap Group 6 Cities 54.70 53.30 -3% 53.87 53.30 -1% 54.87 53.30 -3% 54.52 53.30 -2% 54.77 53.30 -3% Professional Validation of Benefits and Total Compensation Comparisons Comparisons draws together benefit comparison data for paid leave, insurance, retirement, and other non- represented compensation. Included are: Compensated Leave for Holidays, Sick Leave, and Vacations; Health and Other Insurance such as Medical, Dental, and Vision; Retirement, and other Paid Compensation. Preliminary data and gaps in the comparisons are noted. The summary on page 20 lists the benefit programs in the column on the left. The middle section shows program comparisons. Average comparisons together with estimated costs are shown in the second block of columns from right. Tukwila's program and actual cost comparisons are shown on the right. The survey variances are shown on the right and on the bottom. The total compensation comparisons show offsets between the other cities and Tukwila so that Tukwila lags the other cities by approximately 2% and confirms the salary validation comparisons. Report on City of Tukwila Wage and Benefit Analysis Page 14 TABLE V NON REPRESENTED POSITIONS AND BENCHMARK POSITIONS Non -Rev Positions Listed in First Column in Ranee Order Benchmarks Indented and in Boldface enchmarks with More than One Emvlovee include Admin Secretary 1 with 2 and Senior Engineer with Benchmarks Omit Internal Overations Manager (Vacant) and Personnel Analvst (Functions Solit) Benchmark Selections Survey Position Title Range Ouartile Benchmarks Devartment Matches Admin Support Technician Al2 1st Qrtl Multi Human Resources Technician B21 1st Qrtl HR Administrative Secretary B22 1st Qrtl Multi 11 Civil Service Sec /Examiner B22 1st Qrtl Mayor Deputy City Clerk B23 1st Qrtl 1st Qrtl: Mayor 9 Executive Secretary B23 1st Qrtl 4 of 10 Mayor 11 Administrative Secretary I B23 1st Qrtl Multi Council Adm Assistant B23 1st Qrtl Mayor IT Systems Administrator C41 1st Qrtl IT 11 Human Resources Assistant C41 1st Qrtl HR City Clerk C42 2nd Qrtf Mayor 11 Court Administrator C42 2nd Qrtl Court 10 Police Records Manager C42 2nd Qrtl Police Legislative Analyst C42 2nd Qrtl 2nd Qrtl: Mayor Human Resources Analyst C42 2nd Qrtl 3 of 10 HR Public Works Analyst C42 2nd Qrtl PW Public Works Coordinator C43 2nd Qrtl PW Emergency Mgt Coordinator C43 2nd Qrtl Fire Assistant City Administrator D61 2nd Qrtl Mayor Senior Engineer D61 2nd Qrtl PW 10 Building Official 061 3rd Qrtf DCD 10 IT Manager D61 3rd Qrtl IT Maintenance Ops Manager D62 3rd Qrtl 3rd Qrtl: PW Deputy CD Director D63 3rd Qrtl 4 of 10 DCD Deputy Finance Director D63 3rd Qrtl Finance Deputy Public Works Director D63 3rd Qrtl PW Deputy Parks Rec Director D63 3rd Qrtl Prks Rec Assistant Fire Chief D72 3rd Qrtl Fire 6 Assistant Police Chief D72 3rd Qrtl Police 9 City Engineer D72 4th Qrtl PW 9 Economic Develop Admin E81 4th Qrtl Mayor Director Comm Development E83 4th Qrtl DCD 11 Parks Recreation Director E83 4th Qrtl Prks Rec 10 IT Director E83 4th Qrtl 4th Qrtl: IT 11 Finance Director E83 4th Qrtl 9 of 10 Finance 12 HR Director E83 4th Qrtl HR 11 Police Chief E91 4th Qrtl Police 11 Fire Chief E91 4th Qrtl Fire 6 PW Director E91 4th Qrtl PW 12 City Administrator F102 4th Qrtl Mayor 8 COMBINED DATA AND SURVEY AVERAGES 20 of 40 AVG:10 Report on City of Tukwila Wage and Benefit Analysis Page 15 TABLE VI CITY OF TUKWILA WAGE BENEFIT ANALYSIS NON -REP BENCHMARKS SURVEY CITY SELECTIONS SURVEY ORDER Survev and Citv of Tukwila Comparisons Shown as Too Step Hourlv Rates Positions Listed in Order of AWC Survev Average Data as of July. 2011- Ascending Order Survev Comparisons Based on Existins Citv Selections Considering AV and Other Factors BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS I SURVEY I TUKWILA POSITIONS ABRN IBTHL IFED W IISSQH (KENT IKRKL ILNWD IMT TR PUYLPIRDMD IRNTN SEATCI JOBS I AVG I HR I VRN Adm Secretary 1 28.17 31.11 26.61 29.84 28.58 30.02 26.09 26.65 30.49 29.41 28.41 11 28.67 32.16 11% Deputy City Clerk 31.13 32.94 27.18 34.94 30.01 24.26 30.24 31.82 31.36 9 30.43 32.16 5% Exec Secretary 34.47 34.35 31.64 34.26 35.71 33.69 31.44 30.32 32.84 31.82 33.94 11 33.13 32.16 -3% IT Systems Admin 40.14 39.26 38.98 37.85 41.37 44.91 35.74 39.26 36.24 43.35 45.38 11 40.23 39.53 -2% City Clerk 40.19 40.83 39.50 43.83 43.47 45.70 56.04 41.54 49.51 43.87 43.44 11 44.36 41.37 -7% Court Administrator 43.43 40.83 45.80 48.32 46.77 45.70 56.95 36.24 53.44 45.65 10 46.31 41.37 -12% Senior Engineer 47.67 50.99 42.54 50.73 47.93 42.50 47.54 49.31 47.24 46.79 10 47.32 50.58 6% Building Official 47.67 57.69 45.80 64.75 49.11 39.26 44.43 48.86 46.09 50.39 10 49.40 50.58 2% IT Director 68.52 49.75 42.54 50.73 69.16 69.77 62.65 60.86 62.16 53.44 38.40 11 57.09 62.33 8% City Engineer 61.80 57.69 61.66 56.95 56.56 62.65 56.04 61.48 55.61 9 58.94 56.59 -4% Assist Police Chief 61.85 63.68 61.66 64.35 60.84 53.02 54.43 61.43 63.53 9 60.53 56.59 -7% Assist Fire Chief 63.68 60.38 62.74 61.73 63.53 54.26 6 61.05 56.59 -8% Director CD 68.52 65.27 55.63 69.16 66.42 62.65 56.04 60.86 65.50 53.44 66.11 11 62.69 62.33 -1% HR Director 68.52 65.27 39.50 64.75 69.16 66.42 62.65 60.86 65.07 70.12 61.39 11 63.06 62.33 -1% Parks Rec Director 68.52 67.99 72.63 66.42 69.54 58.27 60.86 67.32 53.44 62.93 10 64.79 62.33 -4% Finance Director 68.52 65.27 58.59 71.38 69.16 69.77 69.54 56.04 60.86 72.08 70.12 66.11 12 66.45 62.33 -7% PW Director 68.52 65.27 66.09 71.38 72.63 67.86 69.54 56.04 60.86 72.08 70.12 66.11 12 67.21 64.50 -4% Police Chief 65.08 70.29 65.10 71.38 72.63 67.86 70.53 58.27 60.86 70.66 70.12 11 67.53 64.50 -5% Fire Chief 70.29 67.86 70.53 70.66 70.12 66.11 6 69.26 64.50 -7% City Administrator 81.20 78.71 78.50 83.67 61.83 73.09 77.35 69.28 8 75.45 71.13 -6% SURVEY AVERAGES EXISTING CITY COMPARISONS (12 CITIES) 10 54.70 53.30 -3% Report on City of Tukwila Wage and Benefit Analysis Page 16 TABLE VII CITY OF TUKWILA WAGE BENEFIT ANALYSIS NON -REP BENCHMARKS SURVEY ASSESSED VALUATION SURVEY ORDER Survev and Citv of Tukwila Comparisons Shown as Top Step Houriv Rates Positions Listed in Order of AWC Survev Averaee Data as of lulu. 2011- Ascendine Order Adds Shoreline, Edmonds, Marvsville, Lakewd, Burien, Mukilteo Omits Kent. Rdm, Rnt, Kirk, Fed Wav, Mnt Trrc BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS I SURVEY I TUKWILA POSITIONS ABRI BTHI SHRLIISSQI EDM IMRY�LNWJLKWIIPUYgBURI�MKL JSEATI JOBS IAVG I -HR I VRN %a Adm Secretary 1 28.17 31.11 28.26 29.84 35.04 27.29 26.65 28.41 8 29.64 32.16 8% Deputy City Clerk 31.13 30.46 32.94 31.25 30.01 24.26 31.36 7 30.20 32.16 6% Exec Secretary 34.47 34.35 32.79 34.26 41.65 34.45 29.90 30.32 26.26 34.64 33.94 11 33.37 32.16 4% IT Systems Admin 40.14 39.26 39.97 37.85 37.99 35.74 36.24 7 38.17 39.53 3% City Clerk 40.19 40.83 41.98 43.83 61.48 52.56 41.54 36.47 34.64 43.44 10 43.70 41.37 -6% Court Administrato 43.43 40.83 48.32 54.87 49.75 56.95 44.42 36.24 45.65 9 46.72 41.37 13% Senior Engineer 47.67 50.99 46.36 50.73 54.87 45.12 47.54 41.29 46.79 9 47.93 50.58 5% Building Official 47.67 57.69 48.71 64.75 61.48 47.39 46.21 44.43 44.59 50.39 10 51.33 50.58 1% IT Director 68.52 49.75 55.10 50.73 54.87 49.75 62.65 44.42 60.86 38.14 43.12 38.40 12 51.36 62.33 18% Assist Fire Chief 63.68 62.74 47.62 54.26 4 57.07 56.59 -1% Assist Police Chief 61.85 63.68 61.66 68.09 60.84 57.46 54.43 47.62 8 59.45 56.59 -5% HR Director 68.52 65.27 60.82 64.75 74.70 62.65 54.15 60.86 46.51 61.39 10 61.96 62.33 1% City Engineer 61.80 57.69 61.66 68.09 62.65 5 62.38 56.59 10% Director CD 68.52 65.27 67.14 67.99 69.84 62.65 59.79 60.86 57.14 49.56 66.11 11 63.17 62.33 -1% Fire Chief 70.29 70.53 52.60 66.11 4 64.88 64.50 -1% Parks Rec Directo 68.52 67.14 67.99 74.70 67.15 69.54 54.15 60.86 56.83 62.93 10 64.98 62.33 -4% Finance Director 68.52 65.27 67.14 71.38 74.70 69.84 69.54 59.79 60.86 59.56 49.56 66.11 12 65.19 62.33 -5% PW Director 68.52 65.27 67.14 71.38 74.70 72.52 69.54 58.62 60.86 59.56 52.60 66.11 12 65.57 64.50 -2% Police Chief 65.08 70.29 71.38 74.70 72.52 70.53 62.20 60.86 52.60 9 66.68 64.50 -3% City Administrator 81.20 72.13 78.71 79.93 89.19 73.09 63.12 55.97 69.28 9 73.63 71.13 4% SURVEY AVERAGES ASSESSED VALUATION WITH MUKILTEO 9 53.87 1 53.30 -1% SURVEY AVERAGES ASSESSED VALUATION WITHOUT MUKILTEO I 8 54.78 1 53.30 -3% Report on City of Tukwila Wage and Benefit Analysis Page 17 If.1 &r /111 CITY OF TUKWILA WAGE BENEFIT ANALYSIS NON -REP BENCHMARKS SURVEY CITY SELECTIONS SURVEY ORDER FOCUS ON NINE CITIES WITH POPULATIONS UNDER 75,000 Survev and Citv of Tukwila Comparisons Shown as Too Step Hourlv Rates Positions Listed in Order of AWC Survev Averaee Data as of Iuly. 2011- Ascending Order Comparison Cities with Populations over 75.000 Hiehliehted in Red and Omitted from Averaees (9 Cities) BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS I SURVEY I TUKWILA POSITIONS ABRI BTHI FED 4ISSQI] KEN' KRKI]LN"MT T�PUYgRDM�"SEATI JOBSIAVG I -HR I VRN Adm Secretary 1 28.17 31.11 26.61 29.84 28.58 30.02 26.09 26.65 30.49 29.41 28.41 8 28.85 32.16 10% Deputy City Clerk 31.13 32.94 27.18 34.94 30.01 24.26 30.24 31.82 31.36 7 30.81 32.16 4% Exec Secretary 34.47 34.35 31.64 34.26 35.71 33.69 31.44 30.32 32.84 31.82 33.94 8 33.16 32.16 3 IT Systems Admin. 40.14 39.26 38.98 37.85 41.37 44.91 35.74 39.26 36.24 43.35 45.38 8 40.15 39.53 2 Court Administrato 43.43 40.83 45.80 48.32 46.77 45.70 56.95 36.24 53.44 45.65 7 43.36 41.37 -5% City Clerk 40.19 40.83 39.50 43.83 43.47 45.70 56.04 41.54 49.51 43.87 43.44 8 45.13 41.37 -9 Senior Engineer 47.67 50.99 42.54 50.73 47.93 42.50 47.54 49.31 47.24 46.79 7 47.93 50.58 5% Building Official 47.67 57.69 45.80 64.75 49.11 39.26 44.43 48.86 46.09 50.39 7 50.43 50.58 0% IT Director 68.52 49.75 42.54 50.73 69.16 69.77 62.65 60.86 62.16 53.44 38.40 8 57.17 62.33 8% City Engineer 61.80 57.69 61.66 56.95 56.56 62.65 56.04 61.48 55.61 8 58.69 56.59 -4% Assist Police Chief 61.85 63.68 61.66 64.35 60.84 53.02 54.43 61.43 63.53 7 59.34 56.59 -5% Assist Fire Chief 63.68 60.38 62.74 61.73 63.53 54.26 5 60.01 56.59 -6% Director CD 68.52 65.27 55.63 69.16 66.42 62.65 56.04 60.86 65.50 53.44 66.11 8 64.10 62.33 -3% HR Director 68.52 65.27 39.50 64.75 69.16 66.42 62.65 60.86 65.07 70.12 61.39 8 64.61 62.33 -4% Parks Rec Directol 68.52 67.99 72.63 66.42 69.54 58.27 60.86 67.32 53.44 62.93 8 64.61 62.33 -4% PW Director 68.52 65.27 66.09 71.38 72.63 67.86 69.54 56.04 60.86 72.08 70.12 66.11 9 66.01 64.50 -2% Finance Director 68.52 65.27 58.59 71.38 69.16 69.77 69.54 56.04 60.86 72.08 70.12 66.11 9 66.25 62.33 -6% Police Chief 65.08 70.29 65.10 71.38 72.63 67.86 70.53 58.27 60.86 70.66 70.12 8 66.34 64.50 -3% Fire Chief 70.29 67.86 70.53 70.66 70.12 66.11 5 68.73 64.50 7% City Administrator 81.20 78.71 78.5 83.67 61.83 73.09 77.35 69.28 6 74.63 71.13 -5% SURVEY AVERAGES NINE CITIES WITH POPULATIONS UNDER 75,000 7 54.52 53.30 -2% Report on City of Tukwila Wage and Benefit Analysis Page 18 TABLE IX CITY OF TUKWILA WAGE BENEFIT ANALYSIS NON -REP BENCHMARKS, SURVEY AND TUKWILA CORE CITIES SURVEY ORDER Survev and Citv of Tukwila Comparisons Shown as Top Step Hourly Rates Positions Listed in Order of AWC Survev Average Data as of Tuly, 2011- Ascending Order Comparison Cities Are Those included in Both Citv Selections and Assessed Valuation Analvsis BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS I SURVEY I TUKWILA POSITIONS AUBURN I BOTHELL IISSAQUAHILYNNWOOIPUYALLUPI SEATAC I JOBS AVG I -HR I VRN Adm Secretary 28.17 31.11 29.84 26.65 28.41 5 28.84 32.16 10% Deputy City Clerk 31.13 32.94 30.01 24.26 31.36 5 29.94 32.16 7% Exec Secretary 34.47 34.35 34.26 30.32 33.94 5 33.47 32.16 -4% IT Systems Admin 40.14 39.26 37.85 35.74 36.24 6 37.85 39.53 4% City Clerk 40.19 40.83 43.83 41.54 43.44 5 41.97 41.37 -1% Court Administrator 43.43 40.83 48.32 56.95 36.24 45.65 6 45.23 41.37 -9% Senior Engineer 47.67 50.99 50.73 47.54 46.79 5 48.74 50.58 4% Building Official 47.67 57.69 64.75 44.43 50.39 5 52.99 50.58 -5% IT Director 68.52 49.75 50.73 62.65 60.86 38.40 6 55.15 62.33 12% City Engineer 61.80 57.69 61.66 62.65 55.61 5 59.88 56.59 -6% Assist Fire Chief 63.68 62.74 54.26 3 60.23 56.59 -6% Assist Police Chief 61.85 63.68 61.66 60.84 54.43 5 60.49 56.59 -7% HR Director 68.52 65.27 64.75 62.65 60.86 61.39 6 63.91 62.33 -3% Director CD 68.52 65.27 62.65 60.86 66.11 5 64.68 62.33 -4% Parks Rec Director 68.52 67.99 69.54 60.86 62.93 5 65.97 62.33 -6% Finance Director 68.52 65.27 71.38 69.54 60.86 66.11 6 66.95 62.33 -7% PW Director 68.52 65.27 71.38 69.54 60.86 66.11 6 66.95 64.50 -4% Police Chief 65.08 70.29 71.38 70.53 60.86 5 67.63 64.50 -5% Fire Chief 70.29 70.53 66.11 3 68.97 64.50 -7% City Administrator 81.20 78.71 73.09 69.28 4 75.57 71.13 -6% SURVEY AVERAGES CITIES ON BOTH EXISTING AND ASSESSED VAL LI 5 54.77 53.30 -3% Report on City of Tukwila Wage and Benefit Analysis Page 19 TABLE X CITY OF TUKWILA WAGE AND BENEFIT ANALYSIS NON -REP SURVEY AND TUKWILA CITY SELECTIONS BENEFITS AND TOTAL COMP Benefit Comnarisons Listed by Program Data as of July. 2011- Comparisons Based on AWC Survev Comparisons Based on Existing Comvarable Citv Selections Considering Multivle Factors (12 Cities) Variances: Negative: Tukwila Lags Others; No Sign: Tukwila Exceeds Others. Formula: (Tuk- Srv)/Tuk BENEFIT SURVEY CITIES AND BENEFIT PROGRAM COMPARISONS I SURVEY I TUKWILA IVARIANCEE PROGRAMS ABRNIBTHLI FED NIISSQdKENTIKRKLILNW CMTTl�PUYL�RDMdRNTNISEATJDy %I $/YR IDy %I $/YR I Var$ IVar% Paid Leave Days/Yr Holidays PD Days 12 12 12 11 12 13 12 11 15 12 12 10 12 5,237 11 4,690 -547 -12% Vacation Days 20 Yrs 15 22 26 24 23 24 25 24 25 23 27 23 23 10,051 24 10,234 183 2% Sick Leave Days 12 12 12 12 12 12 12 12 12 12 12 12 12 5,159 12 5,117 -42 -1% Total Paid Leave Days 39 46 50 47 47 49 49 47 52 47 51 45 48 20,447 47 20,041 -406 -2% Insurances MDV Eplr Cntr (Fami1} 97 100% 94% 87% 89 100% 90% 88% 100% 86% 97% 93% 93% 17,295 100% 18,504 1209 7% Short Trm Dis Eplr Cnt 100% 100% 100% NA NA NA NA NA NA NA NA NA 50% 438 0% 0 -438 NA Adds to Benefits Longevity 20 Yrs 0 0 0 0 4471 1800 1020 0 1200 900 2952 0 Varies 1,029 150 /mc 1,800 771 43% Employee Assist Cntr 100% 100% 100 NA NA 100% 100% 100% 100% Long Trm Dis Eplr Cnq f 100% 100% 100% NA NA NA 100 NA 100% NA 100% 100% 100% 565 100% 565 0 NA Life /AD &D Eplr Cntr 100% 100% 100°% NA NA NA 100% NA 100% 100% 100% 100% 100% 279 100% 279 0 NA Total Insurances Cntr Bank 86% 18,578 75% 19,349 770 4% Retirement I Insufficient Data I Retirement PERS 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 8.3% 9,537 8.3% 9,202 -335 11% Other /Svs Plan Cntr 401K MEBT MEBT Svs Data TOTAL COMPENSATION PERS Mich Mtch 2 Paid Leave: Days/Yr, $/Yr; Variances: and 48 20,447 47 Total Retirement Cntr I -406 -2% Insurances: Percent Contribution, $/Yr; Variances: and 1 93% 8.3% 9,537 8.3% 9,202 I -335 -4% Adds to Benefits Longevity 20 Yrs 0 0 0 0 4471 1800 1020 0 1200 900 2952 0 Varies 1,029 150 /mc 1,800 771 43% Employee Assist Cntr 100% 100% 100 NA NA 100% 100% 100% 100% Incentives /Other Adds t I NA NA fife I I Care Bank Total Adds and Incentiv I Insufficient Data I Insufficient Data I Insufficient Data TOTAL COMPENSATION Paid Leave: Days/Yr, $/Yr; Variances: and 48 20,447 47 20,041 -406 -2% Insurances: Percent Contribution, $/Yr; Variances: and 1 93% 17,295 1 100% 18,504 I 1209 7% Retirement: Percent Contribution, $/Yr; Variances: and 18.3% 9,5371 8.3% 9,202 I 335 4% Average Salary: Dollars/Hr, Dollars/Yr; Variances: and 1 55.24 114 ,899 1 53.30 110,8641 11035 4% Total Compensation: Dollars/Yr; Variances: and 1 162,1781 158,6111 3568 2% Report on City of Tukwila Wage and Benefit Analysis Page 20 PROJECTIONS FOR 2012 AND RANGE PLACEMENTS Considerations ReEardini! Compensation ProLyram The purpose of a compensation program is to facilitate recruiting, retention, and development. As such credibility, understanding, and acceptance of program processes and procedures is important. The primary purpose of this wage and benefit analysis is to validate the City's non represented compensation plan. Care should be observed in interpreting survey findings as they apply to particular positions. Professional Validations of Survev Comparisons for 2011 and 2012 Survey comparisons of average top step salaries for 2011 and 2012 are based on authorized changes in the other cities salary schedules which average 1.59% and the projected salary range changes for the City which are from 3% to 6.9 The adjustments apply to salary ranges and not to individual rates. The comparisons for 2011 show the City lags the 12 other cities in the survey group by -3 and for 2012 the City is the same as the other cities with a variance of f 0 Professional Validations of Range Placements Salary survey comparisons even under the best circumstances are considered to be reliable to within f 5 Professional validations of range placements are for 2011 and 2012 survey comparisons. The following table compares variances of over 16 11% up to 15 6% up to 10% and within 5 Variance Comparisons Survev 2011 Survev 2012 Percent 2012 Variances Greater than 16% 0 of 20 0 of 20 0% Variances from 11% up to t 15% 2 of 20 2 of 20 10% Variances from t 6% up to t 10% 8 of 20 4 of 20 20% Variances within 5% 10 of 20 14 of 20 70% The consultant's recommendation is to interpret the survey findings as validating the benchmark range placements. Care should be observed in the cases of two positions with variances of over 10 i.e, IT Director (11 and Administrative Secretary 1 (12 Positions with professional responsibilities such as an IT director, court administrator, city engineer, or administrative secretary are difficult to compare because of most frameworks emphasize management and supervisory values. Also making these comparisons challenging are variations in position functions, systems, or capital improvement plans. Equally important are factors relating to organization and departmental business strategies and the overall importance of a position from one city and department to another. Worksheets on page 22 carry forward the survey data from the previous section. Positions on page 23 are listed in an overall variance order that shows negative and positive variances. PROFESSIONAL VALIDATION AND BEST PRACTICE CONSIDERATIONS Challenges facing municipalities with respect to range placements are common to all industries. Best practices need to reflect policy directions and review of procedures the City uses to reconcile internal equity and market prices. Report on City of Tukwila Wage and Benefit Analysis Page 21 TABLE XI CITY OF TUKWILA WAGE AND BENEFIT ANALYSIS NON -REP BENCHMARKS CITY SELECTIONS SURVEY ORDER 2011 AND 2012 Positions Listed in Survev Order Survev 2012 Is 2011 Adi 1.59 Tukwila 2012 Is Projected with 3% to 6.9% Ton Sten Hourly Rates Variance Formula Is (Tuk- Srv/Tuk) Nesative: Tuk Lags Others: No Sign: Tuk Same or Exceeds BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS 2011 SURVEY '11 &'12 ITUKWILA '11ITUKWILA '12 POSITIONS ABRN I BTHL I FED W I ISSQH I KENT I KRKL I LNWDI MT TRI PUYLPI RDMDI RNTN I SEATCI JOBS 1 2011 1 2012 I 2011 I VRN I 2012 I VRN I Adm Secretary 1 28.17 31.11 26.61 29.84 28.58 30.02 26.09 26.65 30.49 29.41 28.41 11 28.67 29.13 32.16 11% 33.12 12% Dep City Clerk 31.13 32.94 27.18 34.94 30.01 24.26 30.24 31.82 31.36 9 30.43 30.92 32.16 5% 33.12 7% Exec Secretary 34.47 34.35 31.64 34.26 35.71 33.69 31.44 30.32 32.84 31.82 33.94 11 33.13 33.66 32.16 -3% 33.12 -2% IT Systems Adm 40.14 39.26 38.98 37.85 41.37 44.91 35.74 39.26 36.24 43.35 45.38 11 40.23 40.87 39.53 -2% 40.72 0% City Clerk 40.19 40.83 39.50 43.83 43.47 45.70 56.04 41.54 49.51 43.87 43.44 11 44.36 45.06 41.37 -7% 42.61 -6% Court Admin 43.43 40.83 45.80 48.32 46.77 45.70 56.95 36.24 53.44 45.65 10 46.31 47.05 41.37 -12% 42.61 -10% Senior Engineer 47.67 50.99 42.54 50.73 47.93 42.50 47.54 49.31 47.24 46.79 10 47.32 48.08 50.58 6% 52.10 8% Build Official 47.67 57.69 45.80 64.75 49.11 39.26 44.43 48.86 46.09 50.39 10 49.40 50.19 50.58 2% 52.10 4% IT Director 68.52 49.75 42.54 50.73 69.16 69.77 62.65 60.86 62.16 53.44 38.40 11 57.1 58.00 62.33 8% 65.44 11% City Engineer 61.80 57.69 61.66 56.95 56.56 62.65 56.04 61.48 55.61 9 58.94 59.87 56.59 -4% 59.42 -1% Ast Police Chief 61.85 63.68 61.66 64.35 60.84 53.02 54.43 61.43 63.53 9 60.53 61.49 56.59 -7% 59.42 -3% Assist Fire Chief 63.68 60.38 62.74 61.73 63.53 54.26 6 61.05 62.02 56.59 -8% 59.42 4% Director CD 68.52 65.27 55.63 69.16 66.42 62.65 56.04 60.86 65.50 53.44 66.11 11 62.69 63.69 62.33 -1% 65.44 3% HR Director 68.52 65.27 39.50 64.75 69.16 66.42 62.65 60.86 65.07 70.12 61.39 11 63.06 64.07 62.33 -1% 65.44 2% Parks Rec Dir 68.52 67.99 72.63 66.42 69.54 58.27 60.86 67.32 53.44 62.93 10 64.79 65.82 62.33 4% 65.44 -1% Finance Director 68.52 65.27 58.59 71.38 69.16 69.77 69.54 56.04 60.86 72.08 70.12 66.11 12 66.45 67.51 62.33 -7% 65.44 -3% PW Director 68.52 65.27 66.09 71.38 72.63 67.86 69.54 56.04 60.86 72.08 70.12 66.11 12 67.21 68.28 64.50 4% 67.73 -1% Police Chief 65.08 70.29 65.10 71.38 72.63 67.86 70.53 58.27 60.86 70.66 70.12 11 67.53 68.60 64.50 -5% 67.73 -1% Fire Chief 70.29 67.86 70.53 70.66 70.12 66.11 6 69.26 70.36 64.50 -7 67.73 4% City Admin 81.20 78.71 78.5 83.67 61.83 73.09 77.35 69.28 8 75.45 76.65 71.13 -6% 76.04 -1% SURVEY AVERAGES 2011 AND 2012 COMPARISONS (12 CITIES) 10 54.70 55.57 53.30 -3% 55.71 0% Report on City of Tukwila Wage and Benefit Analysis Page 22 TABLE XII CITY OF TUKWILA WAGE BENEFIT ANALYSIS NON -REP BENCHMARKS CITY SELECTIONS 2011 AND 2012 VARIANCE ORDER Positions Listed in Survev Order Survev 2012 Is 2011 Adi 1.59% Tukwila 2012 Is Projected Ton Stens 2012 Ton SteD Hourlv Rates Variance (Tuk- Srv/Tuk): Nesative: Tuk Lags Others: No Sizn: Tuk Same or Exceeds Survev Comvarisons Based on Existing Comnarable Citv Selections Considering AV and Other Factors (12 Cities) BENCHMARK SURVEY CITIES AND SALARY RANGE COMPARISONS 2011 I SURVEY '11 &'12 f T[TKWILA '11f TUKWILA '1J POSITIONS ABRN I BTHL I FED W I ISSQH I KENT I KRKL I LNWDI MT TR I PUYLPI RDMD I RNTN I SEATCI JOBS 1 2011 1 2012 1 2011 I VRN 1 2012 I VRN Court Admin 43.43 40.83 45.80 48.32 46.77 45.70 56.95 36.24 53.44 45.65 10 46.31 47.05 41.37 -12% 42.61 -10% City Clerk 40.19 40.83 39.50 43.83 43.47 45.70 56.04 41.54 49.51 43.87 43.44 11 44.36 45.06 41.37 -7% 42.61 -6% Assist Fire Chief 63.68 60.38 62.74 61.73 63.53 54.26 6 61.05 62.02 56.59 -8% 59.42 -4% Fire Chief 70.29 67.86 70.53 70.66 70.12 66.11 6 69.26 70.36 64.50 -7% 67.73 -4% Ast Police Chief 61.85 63.68 61.66 64.35 60.84 53.02 54.43 61.43 63.53 9 60.53 61.49 56.59 -7% 59.42 -3% Finance Director 68.52 65.27 58.59 71.38 69.16 69.77 69.54 56.04 60.86 72.08 70.12 66.11 12 66.45 67.51 62.33 -7% 65.44 -3% Exec Secretary 34.47 34.35 31.64 34.26 35.71 33.69 31.44 30.32 32.84 31.82 33.94 11 33.13 33.66 32.16 -3% 33.12 -2% Police Chief 65.08 70.29 65.10 71.38 72.63 67.86 70.53 58.27 60.86 70.66 70.12 11 67.53 68.60 64.50 -5% 67.73 -1% City Admin 81.20 78.71 78.5 83.67 61.83 73.09 77.35 69.28 8 75.45 76.65 71.13 -6% 76.04 -1% PW Director 68.52 65.27 66.09 71.38 72.63 67.86 69.54 56.04 60.86 72.08 70.12 66.11 12 67.21 68.28 64.50 -4% 67.73 -1% City Engineer 61.80 57.69 61.66 56.95 56.56 62.65 56.04 61.48 55.61 9 58.94 59.87 56.59 4% 59.42 -1% Parks Rec Dir 68.52 67.99 72.63 66.42 69.54 58.27 60.86 67.32 53.44 62.93 10 64.79 65.82 62.33 4% 65.44 -1% IT Systems Adm 40.14 39.26 38.98 37.85 41.37 44.91 35.74 39.26 36.24 43.35 45.38 11 40.23 40.87 39.53 -2% 40.72 0% HR Director 68.52 65.27 39.50 64.75 69.16 66.42 62.65 60.86 65.07 70.12 61.39 11 63.06 64.07 62.33 -1% 65.44 2% Director CD 68.52 65.27 55.63 69.16 66.42 62.65 56.04 60.86 65.50 53.44 66.11 11 62.69 63.69 62.33 -1% 65.44 3% Build Official 47.67 57.69 45.80 64.75 49.11 39.26 44.43 48.86 46.09 50.39 10 49.40 50.19 50.58 2% 52.10 4% Dep City Clerk 31.13 32.94 27.18 34.94 30.01 24.26 30.24 31.82 31.36 9 30.43 30.92 32.16 5% 33.12 7% Senior Engineer 47.67 50.99 42.54 50.73 47.93 42.50 47.54 49.31 47.24 46.79 10 47.32 48.08 50.58 6% 52.10 8% IT Director 68.52 49.75 42.54 50.73 69.16 69.77 62.65 60.86 62.16 53.44 38.40 11 57.1 58.00 62.33 8% 65.44 11% Adm Secretary 1 28.17 31.11 26.61 29.84 28.58 30.02 26.09 26.65 30.49 29.41 28.41 11 28.67 29.13 32.16 11% 33.12 12% SURVEY AVERAGES 2011 AND 2012 COMPARISONS (12 CITIES) 10 54.70 55.57 53.30 -3% 55.71 0% Report on City of Tukwila Wage and Benefit Analysis Page 23 RECOMMENDATIONS FOR COMPENSATION PROGRAM DEVELOPMENTS This summary of the City's Wage and Benefit Analysis presents a professional validation of the City's Non Represented Salary and Benefit Recommendations for 2012, and is intended to encourage and help open a dialog for a comprehensive compensation review. Suggestions shown in this section are intended to provide a preliminary framework for discussions. There may be items that should be dropped and other that should be added. The suggestions will need to be refined and revised to reflect Mayor, Council, management, and non represented employee visions, values inputs. Freauencv and Review of this Kind of Compensation Studv Compensation reviews should reflect changes in labor markets and City services. The reviews should be conducted every 5 to 10 years. The reviews should involve independent resources to avoid conflicts of interest. General Considerations Regarding Comprehensive Compensation Reviews The Mayor and Council should be involved at critical points throughout the study. Compensation reviews should have open, transparent and participatory processes. Reviews should include policies, structures, procedures, and day -to -day administration. There should be an opportunity for everyone to comment, be heard, and see feedback. Interviews should include job data, strengths and opportunities for improvements. Surveys should be conducted through on -site visits with other cities and organizations. Comparisons should be based on job functions and complexities and avoid job titles. Surveys should include updated city comparisons and private sector compensation. Study findings should provide an opportunity for comments and feedback. Reports and presentations should include updated policies and procedures. CONSULTANT AFFIDAVIT OF SUBMITTAL This report on the Wage and Benefit Analysis of Non Represented Positions was prepared by Ross J. Ardrey, the president and principal consultant at NW Management Consulting, Inc. The firm's statement of Qualifications is included as an attachment. This report reflects the consultant's independent professional judgments and findings and is intended to be fully responsive to City of Tukwila's Request for Proposals. Sincerely, Ross J. Ardrey Ross J. Ardrey President Report on City of Tukwila Wage and Benefit Analysis Page 24 CITY OF TUKWILA PROPOSAL FOR WAGE AND BENEFIT ANALYSIS OF NON REPRESENTED POSITIONS Ross J. Ardrey Consultant NW Management Consulting, Inc. 1326 Fifth Ave #349 Seattle, WA 98101 Outline: Introduction (Page 1), Qualifications (Page 2), Suggested Approach Costs (Pages 3 -4), Other Data (Page 5) INTRODUCTION, SCOPE AND GOALS This proposal responds to the City of Tukwila's request for a wage and benefit analysis of non represented positions. The proposal recognizes that the review is not a traditional compensation study and is intended to be a validation study of the City's existing program. NW Management Consulting's statement of qualifications is included as an attachment. Study Goals and Concerns The City of Tukwila is located in South King County, has 320 regular full -time and part-time employees including 36 non represented chiefs, directors, supervisors, analyst, and administrative technical employees who are assigned to 32 positions. Examples of concerns: How to conduct a review without disrupting the City's ongoing compensation programs? How to select comparables that recognize the uniqueness of the City of Tukwila? How to compare City position responsibilities and functions with other agencies? How compare internal equity between non -rep and represented positions? How to attain credibility with elected officials, management, unions, and staff? Uniqueness of City of Tukwila The proposed approach emphasizes the challenges of defining comparability, validating wage and benefit data, recognizing the uniqueness of the City of Tukwila's responsibilities, and keeping everyone informed. Examples of City of Tukwila's unique responsibilities, programs and services: Tukwila has a population of 18,190 residents and a daytime population of 170,000. Tukwila is unique in the extent of its resident and regional retail and business services. Resident and regional services impact City functions, positions and responsibilities. Tukwila is one of the most complex municipalities in the Puget Sound area. Tukwila, like other cities, is facing challenging business and economic times. Proposal Format and Suggested Approach The proposal format and suggested approach is designed to be responsive to the scope of services as outlined in the RFP and reflects the uniqueness of the City of Tukwila. Highlights of the consultant's experience and qualifications are shown on page 2, a suggested approach and schedule is on page 3, and information on project costs is on page 4. Information regarding insurance coverages, warranties, and professional ethics, as well as the consultant's affidavit of submittal is on page 5. EXPERIENCE AND QUALIFICATIONS NW Management Consulting is the compensation and human resources consulting practice of Ross J. Ardrey. The firm was founded in 1993, and, at the request of clients, functions as a sole proprietorship. Mr. Ardrey's studies include public administration, business, and law. Degrees received: B. A., University of Chicago; M. A., Graduate School, University of Washington; and J. D., School of Law, University of Washington. Mr. Ardrey began his consulting career in Seattle with the general management consulting firm of Harry Prior Associates, a spin -off from the national firm of Booz Allen Hamilton. In 1976 Mr. Ardrey and Mr. Prior worked with Mayor Bauch to assist the City on a city -wide salary study. On the retirement of Mr. Prior in 1990, Mr. Ardrey consulted for the actuarial and consulting firm of Howard Johnson Company in Seattle before starting NW Management Consulting in 1993. Over the years Mr. Ardrey has completed over 500 projects for more than 250 clients. Distinctive Features of Consultant's Practice CIients look to Mr. Ardrey as a local compensation consulting resource who: Presents a good balance of listening, consulting, and communications skills. Keeps up on compensation practices and public sector compensation. Operates at a national and best practices level; good teamwork with client staff. Retains a low overhead cost structure and completes projects on budget and on schedule. Maintains a good track record with mayors, managers, employees, and unions. Examples of Client References Projects recognize the uniqueness of each agency and avoid "cookie cutter" approaches. Most of Mr. Ardrey's references are with agencies where he has completed multiple projects. Examples of client references are listed geographically from North to South. City of Lynnwood 19100 44th Ave West Lynnwood, Washington 98046 Steve Jensen Police Chief Telephone: (425) 670 -5601 Fax number: (425) 670 -1418 Email: sjensen @ci.lynnwood.wa.us City of Covington 16720 SE 271st Street Covington, WA 98042 City of Portland 1900 SW 4th Avenue, Room 3500 Portland, Oregon 97201 Noreen Beaufrere Human Resources Manager Telephone: (253) 638 -1110 ext 2240 Fax number: (253) 638 -1122 Email: nbeaufrere @ci.covington.wa.us David J. Rhys Assistant Director, Human Resources Telephone: (503) 823 -3507 Fax number: (503) 827 -5933 Email: drhys @ci.portland.or.us The suggested approach and project costs are shown on pages 3 and 4 following this page. SUGGESTED APPROACH AND PROJECT COSTS The suggested approach is intended to be about City of Tukwila, meet the Mayor and other elected officials goals, respond to management requirements, and provide a framework for refinements. Step 1: Review and Analysis of other Jurisdictions Start -up efforts focus on consultant introductions, familiarization and project planning. The focus of this step should be on review and analysis of the jurisdictions that the City of Tukwila utilizes for comparable data for market based guidance on classification and compensation structures. The consultant's role will be to collect and compare data regarding traditional matters such as population, staffing, and assessed valuation, as well as current best practices, recruiting and retention, departmental considerations, and comparisons with cities that have something going on. Step 2: Review and Analysis of Internal Equity with Represented Positions The purpose of this step is to review and compare internal equity between non represented and represented positions. The City has a Decision Band Method (DBM) system for classification and compensation so the concern is with internal equity between the non -rep and represented positions. The consultant's role will be to compare DBM alignments for non -rep and represented positions, conduct tests with alternative weighting and point comparisons structures, determine the extent of variance, and recommend alternative modifications, if any, to enhance internal equity. Step 3: Conduct a Survey of Prevailing Market Rate Salaries and Benefits The scope of this phase of the study is to include up to ten (10) of the identified comparable jurisdictions for a designated group of benchmark positions. Survey data, as stated in the RFP, is available from the Association of Washington Cities. The consultant's role will be to review and critique benchmark selection criteria and selections, compile and analyze AWC salary and benefit data, prepare trendlines and position by position comparisons between the survey cities and the City of Tukwila, and prepare salary and benefit total compensation comparisons for survey cities and City of Tukwila. Step 4: Discuss and Recommend Range Placement Adjustments Step 4 focuses on reconciliation of existing range placements and survey findings with explanations to the City Management Team and City Council where the results of the labor market rate survey cause market adjustments to be recommended. The consultant's role will be to work with the City's management team and HR Analyst to build on the City's practice for developing recommendation for range placements and to enhance communications regarding study practices, benchmark selections, and overall fairness. Step S: Provide Recommendations for Compensation Program Developments Findings, reports and presentations should focus on compensation program development functions such as the frequency and review of this kind of compensation study, general policies for compensation reviews, and improvements in the current compensation study process. The suggested approach focuses on the scope of services outlined in the RFP. Suggested project work plan, costs, and a suggested schedule follow this page. NW MANAGEMENT CONSULTING, INC. STATEMENT OF QUALIFICATIONS WAGE AND BENEFIT ANALYSIS FOR NON REPRESENTED POSITIONS Ross J. Ardrey, NW Management Consulting, Inc., 1326 Fifth Avenue #349, Seattle, WA 98101 Outline: Introduction (Page 1), Cities and other Client References (Pages 2 -5), Biographical Summary (Page 6) INTRODUCTION NW Management Consulting is the compensation and human resources consulting practice of Ross Ardrey. The firm was founded in 1993, and, at the request of clients, functions as a sole proprietorship. Compensation reviews for relatively unique cities are a strong specialty. Studies are designed to be responsive to client requests. Examples of recent compensation projects are shown on the left; organization and other HR services are shown on the right. Wage and Benefit Analysis Incentive Plans Lump Sum Awards Compensation Program Reviews Classification Reviews and Analysis Job Descriptions and Customer Services Salary Plan Mergers and Redirections Performance Appraisal /Evaluation Career Ladders and Progressions Professional and Manager Succession Management Executive Recruiting Candidate Appraisals Policies and Employee Manuals CONSULTANT QUALIFICATIONS Mr. Ardrey began his consulting career in Seattle with the general management consulting firm of Harry Prior Associates, a spin -off from the national firm of Booz Allen Hamilton. On the retirement of Mr. Prior in 1990, Mr. Ardrey consulted for the actuarial and consulting firm of Howard Johnson Company in Seattle before starting NW Management Consulting in 1993. Over the years Mr. Ardrey has completed over 500 projects for more than 250 clients. EXAMPLES OF PUBLIC SECTOR PROJECTS INCLUDING CITY OF TUKWILA One of the first compensation projects Mr. Ardrey completed was for the City of Tukwila. The study involved presentations with the City Council and was conducted with the leadership of the late Mayor Ed Buach. Everyone's efforts were greatly appreciated. Examples of recent projects: Public Agencies Proiect Descrivtion Comvletion City of Lynnwood Review of Non -Rep Class /Comp Study 1999 City of Portland Review of Revenue Bureau Classifications 2003 City of Covington Review of Citywide Compensation Plan 2008 City of Tukwila Wage and Benefit Analysis Non -Rep In Progress The consultant's compensation program and classification review experience includes the cities, from North to South, of Blaine (4,650), Ferndale (10,540), Bellingham (76,220), Burlington (8,400), Anacortes (16,400), Mount Vernon (29,390), Oak Harbor (22,690), Lynnwood (35,860), Mountlake Terrace (20,810), Issaquah (24,710), Covington (17,190), Port Orchard (8,350), Puyallup (36,790), Chehalis (7,045), and Portland (583,776). Statement of Qualifications City of Tukwila Page 1 EXAMPLES OF CLIENT REFERENCES Projects recognize the uniqueness of each agency and avoid "cookie cutter" approaches. Most of Mr. Ardrey's references are with agencies where he has completed multiple projects. References are grouped by sector, listed geographically from North to South, and, for cities, included project completion dates. Cities City of Bellingham (1993 -1997) 2221 Pacific Street Bellingham, Washington 98225 Bill McCourt PW Supt (Retired) Telephone: (360) 201 -9524 City of Burlington (2007) 833 South Spruce Street. Burlington, Washington 98233 City of Anacortes (2003, 2004) 904 6th Avenue Anacortes, Washington 98221 City of Oak Harbor (2003, 2004) 865 SE Barrington Drive Oak Harbor, Washington 98277 City of Lynnwood (1997) 19100 44th Ave West Lynnwood, Washington 98046 City of Mountlake Terrace (2005) 6100 219th St SW, Suite 200 Mountlake Terrace, Washington 98043 City of Issaquah (2007) P. O. Box 1307 Issaquah, Washington 98027 City of Covington (2003, 2005, 2007) 16720 SE 271st Street Covington, WA 98042 City of Aberdeen (2000, 2002) 200 East Market Street Aberdeen, Washington 98520 City of Chehalis (2006) 80 NE Cascade Ave. Chehalis, Washington 98532 City of Portland (2003, 2004) 1900 SW 4th Avenue, Room 3500 Portland, Oregon 97201 Greg Thramer, Finance Director Scott Thomas, City Attorney Telephone: (360) 755 -0531 Emily Schuh, HR Director Dean Maxwell, Mayor Telephone: (360) 299 -1941 Douglas Merriman Finance Director Telephone: (360) 279 -4500 Steve Jensen Police Chief Telephone: (425) 670 -5601 Scott Hugill Administrative Services Director Telephone: (425) 776 -1161 Debbie Mills Human Resources Director Telephone: (425) 837 -3045 Noreen Beaufrere, HR Manager Derek Matheson, City Manager Telephone: (253) 638 -1110 Linda Hein, HR Manager Eric Nelson, City Attorney Telephone: (360) 537 -3212 Merlin MacReynold City Manager Telephone: (360) 748 -6664 David J. Rhys Assistant Director, Human Resources Telephone: (503) 823 -3507 Statement of Qualifications City of Tukwila Page 2 Counties North Slope Borough P. O. Box 69 Barrow, Alaska 99723 Island County P.O. Box 5000 Coupeville, Washington 98239 Skagit County 1111 Cleveland Avenue Mount Vernon, Washington 98273 Multnomah County 501 SE Hawthorne Blvd, 4th Floor Portland, Oregon 97293 -0700 Ben Frantz (Now at Barrow Utilities) General Manager Telephone: (907) 852 -6166 Larry Larson Director, HR (Retired) Telephone: (360) 678 -7921 Chal Martin (Now at Burlington) Public Works Director /City Engineer Telephone: (360) 755 -0531 Joi Doi Compensation Manager Telephone: (503) 988 -3241 Ports and Airports Port of Bellingham 1801 Roeder Avenue; P. O. Box 1677 Bellingham, Washington 98227 Dan Stahl Director of Marinas Telephone: (360) 676 -2500 Port of Anacortes 1st Commercial Anacortes, Washington 98221 Port of Skagit County 1180 Airport Drive Burlington, Washington 98233 Port of Port Angeles P. O. Box 1350 Port Angeles, Washington 98362 Port of Port Townsend 375 Hudson Street; P. O. Box 1180 Port Townsend, Washington 98368 Port of Bremerton 8850 State Highway 3 Port Orchard, Washington 98367 Port of Olympia 915 Washington St., N.E. Olympia, Washington 98501 Port of Grays Harbor 110 S. Wooding Street; P. O. Box 660 Aberdeen, Washington 98520 Washington Public Ports Association 1501 Capitol Way, Suite 304 Olympia, Washington 98507 -6176 Robert Hyde Executive Director Telephone: (360) 293 -3134 Patsy Miller Executive Director Telephone: (360) 757 -0011 David Hagiwara Deputy Director Telephone: (360) 457 -8527 Larry Crockett Executive Director Telephone: (360) 385 -0656 Becky Swanson Chief Financial Officer Telephone: (360) 674 -2381 Nick Handy (Now at State) Director of Elections Telephone: (360) 902 -4156 Mary Nelson Director of Finance Administration Telephone: (360) 533 -9530 Eric Johnson Executive Director Telephone: (360) 753 -6176 Statement of Qualifications City of Tukwila Page 3 Education Burlington- Edison Schools 927 E. Fairhaven Burlington, WA 98233 Mount Vernon School District 124 East Lawrence Street Mount Vernon, Washington 98273 Anacortes Public Library 904 6th Street Anacortes, Washington 98221 Clover Park Technical College 4500 Steilacoom Blvd SW Lakewood, Washington 98499 Aberdeen School District 216 North G Street Aberdeen, Washington 98520 Greg Thramer (Now at Burlington) Director of Finance Telephone: (360) 755 -0531 Gayle E. Nelson (Retired) Assist. Supt, Personnel and HR Telephone: (360) 428 -6110, ext. 3015 Emily Schuh, P. H. R. Human Resources Director Telephone: (360) 299 -1941 Fred Schuneman VP, HR and Employee Relations Telephone: (253) 589 -5533 Anna C. Shanks Director of Personnel Telephone: (360) 538 -2004 Public Housing Seattle Housing Authority 120 Sixth Ave North Seattle, Washington 98109 Dean Barns Human Resources Director Telephone: (206) 625 -3322 Tacoma Housing Authority 902 South L Street Tacoma, Washington 98405 Housing Authorities Risk Retention Pool 7111 NE 179 Street Vancouver, Washington 98686 Housing Authority of Portland 135 SW Ash Street Portland, Oregon 07204 Barbara Tanbara Human Resources Director Telephone: (253) 207 -4422 Bill Gregory Executive Director Telephone: (360) 574 -9035 Ext 102 Rebecca Gabriel, GPHR Director, Business Services Telephone: (503) 802 8502 Special Districts Barrow Utilities and Electric Co -Op P. O. Box 449 Barrow, Alaska 99723 Ben Frantz General Manager Telephone: (907) 852 -6166 Lake Whatcom Water Sewer District 1010 Lakeview Street Bellingham Washington 98226 Deb Lambert Commissioner Telephone: (360) 671 -3232 Statement of Qualifications City of Tukwila Page 4 Special Districts (Continued) Skyway Water Sewer District 6723 South 124th Street Seattle, Washington 98178 Cheryl Scheuerman General Manager Telephone: (206) 772 -7343 METRO Portland /PCPA /Oregon Zoo 600 NE Grand Avenue Portland, Oregon 97232 Municipal Research Services Center 2601 Fourth Avenue Suite #800 Seattle, Washington 98121 Ruth Scott Director of HR (Retired) Telephone: (503) 762 -5802 Pat Mason, Senior Legal Consultant Marcie Klobucher, Controller Telephone: (206) 625 -1300 Health Care Snohomish Health District 3020 Rucker Avenue, Suite 206 Everett, Washington 98201 Richard B. Mockler Deputy Administrator Telephone: (425) 339 -5210 Swedish Medical Center 747 Broadway Seattle, Washington 98122 -4307 Virginia Mason Research Center 1000 Seneca Street Seattle, Washington 98101 MultiCare Health System 315 Martin Luther King Tacoma, Washington 98405 Providence Health System 1801 Lind Avenue SW Renton, Washington 98057 Kaiser Permanente 500 Multnomah Street, Suite 100 Portland, Oregon 97201 Examples of Private Sector Tom Stoeckle VP HR, now at Children's Hospital Telephone: (206) 987 -5866 Cary Natiello Director of Human Resources (Now at Swedish) Telephone: (206) 215 -6001 Oneta Amdahl Director, Comp. and Benefits Telephone: (253) 403 -1383 Don Brennan President and CEO (Retired) Telephone: Available on Request Steven Hall Director, Comp., Benefits, and HRIS Telephone: (503) 813 -4753 Over the years Mr. Ardrey has completed a variety of projects with private sector companies such as Kenworth Northwest, Cummins NW Diesel, Puget Sound Freight Lines, General Construction, Washington Athletic Club, and Preston Gates Ellis (Now K &L Gates). Other private sector compensation projects include Brown Haley, Liberty Orchards, REI, Exxon, ARCO, and Washington Energy (Puget Sound Power Light Co.). Statement of Qualifications City of Tukwila Page 5 CONSULTANT BIOGRAPHICAL SUMMARY ROSS J. ARDREY Mr. Ardrey works closely with elected officials, client managers and professionals. Studies focus on client concerns and often involve mayor and council reports and presentations. Mr. Ardrey's studies include public administration, business, and law. Degrees received: B. A. University of Chicago M. A. Graduate School, University of Washington J. D. School of Law, University of Washington Professionally, Mr. Ardrey is active at the local and national level of the Institute of Management Consultants which certifies management consultants. The Pacific Northwest Chapter includes Washington, Oregon, and Alaska. Professional accomplishments: President Pacific Northwest Chapter (1990,1995) (Best Chapter: 1990,1995) Institute of Management Consultants Director National Board of Directors (1992) Institute of Management Consultants Mr. Ardrey began his consulting career in Seattle with the general management consulting firm of Harry J. Prior Associates, a spin -off from the national consulting firm of Booz Allen Hamilton. On the retirement of Mr. Prior in 1990, Mr. Ardrey worked with the actuarial and compensation consulting firm of Howard Johnson Company in Seattle before starting NW Management Consulting in 1993. Distinctive Features of Consultant's Practice Clients look to Mr. Ardrey as a local compensation consulting resource who: Presents a good balance of listening, consulting, and communications skills Keeps up on compensation practices and public sector compensation Operates at a national and best practices level Good teamwork with client staff Retains a low overhead cost structure completes projects on budget and on time Maintains a good track record with mayors, administrators, employees, and unions Emergency Resources: As a sole practitioner Mr. Ardrey maintains ongoing relations with other human resources consultants including Kathleen Grauman, a former HR and EEO Manager at King County and City of Bainbridge Island. Mr. Ardrey and Ms. Grauman have worked together on six projects over the last seven years. Acknowledgments: The success of the firm's compensation practice reflects the continuing efforts and insights of mayors, councils, administrators, management, employees and unions. Everyone's Efforts Are Greatly Appreciated 3/8/2012 Statement of Qualifications City of Tukwila Page 6