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HomeMy WebLinkAboutCOOPERATIVE PERSONNEL SERVICES, DBA CPS HUMAN RESOURCES - 2013INSURAN1,E. 3OT ON FILE WORK iVA U1 PROCEED N -2013 -131 CLERK OF COUNCIL DATEw �F.P 2 4 2013 SERVICES THIS AGREEMENT, made and entered into this 12th day of September, 2013 by and between Cooperative Personnel Services dba CPS HR Consulting, a joint powers authority of the State of California (hereinafter "Consultant "), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City "). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of performing management compensation studies for the purpose of preparing a management compensation study for the City. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform management compensation study services as set forth in Consultant's PROPOSAL dated September 3, 2013, attached as Exhibit A to this Agreement, and incorporated herein by reference. 2. REPRESENTATIVES For purposes of implementing this Agreement, the representative of City shall be the Executive Director of the Personnel Services Agency, or his designated representative, and the representative of the Consultant shall be the Chief Workforce Officer or his/her designated representative. Except as may be otherwise stated herein, such representatives shall have the authority to act on behalf of their respective parties in carrying out the terms of this Agreement. H H H H 3. DELIVERY OF WORK PRODUCT - OWNERSHIP Consultant warrants and represents that it has the absolute right to enter into and perform this Agreement and will perform its obligations hereunder in accordance with standards and practices prevailing in the industry. Consultant's contribution to the Study, including works to be produced by Consultant hereunder, will not infringe or misappropriate the proprietary or personal rights of any third person or party. Consultant shall deliver to City any work product which results from the services provided. Said work product shall be submitted in hard copy and produced in a form compatible with City's information systems, as agreed between the Project Manager and Consultant. In regard to all material produced as a deliverable under this Agreement, including but not limited to records, papers, drawings, specifications, programs, systems and other materials prepared by Consultant, Consultant agrees, for itself and its affected officers, employees, agents, contractors, and volunteer workers, that (a) other such material shall be the property of the City, and may not be copyrighted without prior review from the City, and (b) the authors of all such material, whether copyrighted or not, award to the City, and to its officers, agents and employees acting within the scope of their official duties, as a condition of payment to the Consultant, a royalty -free, nonexclusive, irrevocable license throughout the world for governmental purposes to disclose, publish, translate, reproduce, and use such materials. 4. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified at page 15 of Exhibit "A ". Consultant will be paid a fixed professional services fee not to exceed $18,660.00. Consultant estimates additional costs of approximately $1,100.00. Additional services, if any, as requested by City will be paid at the rates set forth at page 15 of Exhibit "A ". The total sum to be expended under this Agreement shall not exceed $25,000.00 during the term of this Agreement. b. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 5. TERM This Agreement shall commence on the date set forth above and terminate on June 30, 2014, unless terminated earlier in accordance with Section 15, below. 6. SCHEDULE Consultant shall make all reasonable efforts to complete the compensation study within 20 weeks from the start date as agreed to by the City and Consultant and as said schedule is set forth in Consultant's PROPOSAL, Exhibit "A" hereto. 7. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer - employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 8. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self - insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. b. Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim, and $2,000,000 in the aggregate. c. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. d. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 9. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligence, recklessness or willful misconduct of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the negligence, recklessness or willful misconduct of Consultant arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that subject to the law it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by facsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 -1988 facsimile (714) 647 -6956 With courtesy copies to: and Executive Director of the Personnel Services Agency City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, California 92702 City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 facsimile (714) 647 -6515 To Consultant: CPS HR Consulting Attn: Linda Kegerries 241 Lathrop Way Sacramento, California 95815 -7279 Facsimile (916) 561 -7279 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by facsimile, communication shall be effective or deemed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. However, any use of unfinished work product shall be at City's sole risk. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICTION - VENUE This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be government and construed in accordance with the laws of the State of California. This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. Captions and headings in this Agreement, including the title of this Agreement, are for convenience only and are not to be considered in construing this Agreement. c. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [Signatures on following page] IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: ( —motr 1 ;)- ffii Maria D. Huizar G Clerk of the Council APPROVED AS TO FORM: Sonia Carvalho City A mey City Attorney CITY OF SANTA ANA Kevin O'Rourke City Manager Cooperative Personnel Services dba CPS HR Consulting 1 wave 11 11,01 N SWMA% .1,., _ City of Santa Ana Management Compensation Study September 3, 2013 SUBMITTED BY: LINDA KEGERREIS Chief Workforce Officer CPS HR Consulting 241 Lathrop Way Sacramento, CA 95815561 -7279 P:916- 471 -3470 F: 916- 561 -7279 lkegerreis@cps.ca.gov Tax ID: 68-0067209 www.cos.ca.aov CPS HR CONSULTING September 3, 2013 Ellen Smiley Compensation Manager City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 90254 Subject: Proposal for a Management Compensation Study Dear Ms. Smiley: CPS HR Consulting (CPS HR) is pleased to submit this proposal to provide a Management Compensation Study to the City of Santa Ana ( "City "). We welcome the opportunity to assist the City in this endeavor because our HR consulting practices focus on serving public agency clients. Through our diverse public agency consulting assignments, CPS HR has developed long -time relationships across a spectrum of local, state and federal public agencies including many cities throughout California. As a result, we have the knowledge, expertise and skills to conduct a comprehensive compensation study for the City of Santa Ana. Throughout study development and administration, CPS HR will work with you to meet your organization's goals and objectives. We will leave you with a plan that your organization can manage for years to come. Reasons to select CPS HR for these consulting services include: ■ Depth of experience preparing classification and compensation studies. CPS HR has conducted more than 75 classification and /or compensation related studies for public agencies within the last several years. ■ Commitment to maintaining open communications with the City. We have a proven track record of regular and open communication with our clients to ensure each project successfully preserves its focus, plus adheres to the timeline and budget. ■ A strong understanding of the issues and challenges public agencies face. As a self - supporting public agency (a Joint - Powers Authority [JPAj public agency since 1985), we have a good understanding of your challenges and needs. We have been helping public agencies meet their classification, compensation and other human resource needs for 28 years. CPS HR `CONSULTING Page I ii ■ An excellent reputation earned by a high level of client satisfaction. Our Client Satisfaction rating averages 4.6 on a scale of 5. Each of our clients receives a client satisfaction survey at the end of each engagement to respond to questions on the quality of our staff, our deliverables and the overall consulting relationship. Thank you for the opportunity to submit this proposal. Please contact our proposed Project Manager, Ms. Jill Engelmann if you need additional information regarding this proposal. You can reach Ms. Engelmann at (916) 471 -3433 and by email at JEngelmann @cps.ca.gov. Sincerely, Linda Kegerreis Chief Workforce Officer CPS HR CONSULTING Page I iii Table of Contents Scopeof Services .................................................................... ..............................1 Schedule.................................................................................... ..............................8 Qualifications............................................................................ ..............................8 References............................................................................ ............................... 14 FeeProposal .......................................................................... ............................... 15 Appendix A - Sample Compensation Data Sheet ............................... 16 Appendix B - Internal Equity Analysis Flow Chart ......................... 17 Appendix C — Project Team Resumes ..................... ............................... 18 CPS HR CONSULTING Page I iv Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Scope of Services Project Understanding and Approach CPS HR understands that the City of Santa Ana is interested in having a professional consulting firm conduct its upcoming management compensation study. It is CPS HR's understanding that although the City has been performing ongoing market checks a full study has not been conducted since the late 1980's. The City has identified fifty (50) benchmark management classifications that they wish to have surveyed within their established labor market of eight (8) agencies. The details of our approach and methodologies for this project are provided below in this Scope of services section of our proposal. Total Compensation Study Task 1— Review the City's Background Materials. CPS HR will request background information to develop a full understanding of the City's current compensation plans and benefits structures. Our Project Team will review the salary schedules, compensation policy, compensation plans, benefits summaries, past compensation surveys and results, and any other documentation relating to the study. Task 2 — Initial Project Meeting. During the initial project meeting the CPS HR Project Manager will meet with the City's Project Representative, and designated stakeholders to initiate the project, and to confirm study goals, objectives, and methodologies. Our current budget is based on the assumption that this initial meeting will be conducted on -site, but we are happy to adjust the current project scope to have this be a conference call should that be desirable. The budget for this component of the study presumes that approximately fifty (50) benchmark classifications will be surveyed in a labor market comprising eight (8) agencies. Task 3 — Design, Develop and Distribute Survey Instrument. The Project Team will develop a comprehensive survey instrument to ensure the effective collection of salary and benefits information from each of the survey agencies. The survey instrument will include a brief description of each of the survey classifications with a request for the minimum and maximum monthly salary for each survey classification. In addition, we will request copies of classification specifications, organization charts, budgetary and staffing information, and other useful reference materials to substantiate the accuracy of the comparability of the matches. CPS HR's survey CPS HIR `CONSULTING Page 11 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study instrument is designed to be completed electronically or, if need be, in hard copy. As this is a total compensation study, the following elements of total compensation and benefits practices outlined below are typically collected in studies of this nature: ■ Cash add -ons premium pays such as: • Longevity pay • Deferred compensation • Retirement pick -up practices ■ Education incentives ■ Agency contributions to health programs: • Medical, dental and vision —for these three components, it is our practice to report the family rate for the most commonly used plan ■ Agency contributions to defined - benefit retirement programs and Social Security practices. ■ Paid time off practices such as: • Holiday leave • Vacation and sick leave • Long -term leave and administrative leave Note: Leave practices are typically reported in table format, rather than in the total compensation roll -up. Task 4 — Review, Analyze and Validate Labor Market Survey Data. To ensure our clients receive the most accurate data for their study, CPS HR does not solely rely on the completed surveys received from the labor market agencies without checking the validity of the submission. Thus, in conjunction with the survey instrument received from each labor market agency, the Project Team will review any additional survey agency background materials such as copies of classification specifications, organization charts, staffing information, and other useful materials to substantiate the accuracy of the comparability of the matches. It is critical that the Project Team review such documents since titles alone can often be misleading and should not be relied upon. Once the Project Team has completed their survey analysis tasks, the Project Manager will audit the final data as part of our quality review process. CPS HR has determined that this method of data collection, analysis and audit provides our clients with the high quality deliverables they have come to expect. In order to determine whether a match from a labor market agency is comparable to the City's benchmark, CPS HR utilizes a whole job analysis methodology; this commonly used methodology analyzes the job as a whole, rather than by individual factors, by evaluating the core duties and CPS HR aCONSULTING P a g e 12 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study responsibilities, the nature and level of work performed and the minimum qualifications to determine whether the classification is comparable enough to be utilized as a match. The methodology recognizes slight differences in duties assigned to matches from other labor market agencies, which do not impact the type, nature and level of work performed. Matches should not be so broad that they include classifications performing dissimilar work, or work done at a higher or lower level but they also should not be so narrow that they exclude matches doing comparable work, albeit with slight differences in work that do not change the level and nature of work. Task 5 — Design and Develop Data Spreadsheets. CPS HR will develop an individual data sheet for each surveyed classification that presents the comparable classification used in each agency with the relevant data associated with that classification, such as the salary range minimum and maximum. The labor market data analyses will be conducted based upon labor market position affirmed within the City's compensation philosophy, i.e., labor market median, mean or another percentile. A data sheet will be prepared for each benchmark survey classification. Each comparable match for each benchmark classification is reported in the relevant data sheet for full disclosure and review by others. We find this level of transparency in matching provides for a better understanding and acceptance of study results. Task 6 — Conduct Benefits Analysis. The benefits data submitted from the labor market agencies will be incorporated into the base salary data sheets to provide a total compensation analysis. This quantitative analysis of program costs will provide the City with an understanding of how the study classes compare against their market when the costs of benefits programs are taken into consideration. Within these data sheets [sample of which is presented in Appendix A], four different analyses can be conducted based on how our clients wish to view the data: ■ An analysis of where the benchmark classification falls within the labor market for base salary ■ An analysis of where the benchmark classification falls within the labor market when the cost of cash add -ons is taken into consideration (total cash) ■ An analysis of where the benchmark classification falls within the labor market when the cost of cash add -ons and health programs are taken into consideration ■ An analysis of where the benchmark classification falls within the labor market when the cost of cash add -ons, health program costs and retirement contributions are taken into consideration (total compensation) While CPS HR generally reports total compensation in the format described above, other analyses can be conducted based on the City's specific needs. Task 7 — Prepare Draft Total Compensation Report. The Project Team will develop a Draft Compensation Report detailing the results of the labor market survey. This draft report will comprise the following: CPS HR`CONSULTING Page 13 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study • Scope of the study • Labor market agencies, including the methodology utilized to identify recommended agencies. • Study benchmarks, including the methodology utilized to identify benchmarks. • Labor market data analysis /methodologies • Results of the base salary survey The CPS HR Project Manager will meet via conference call with the City's Project Representative to discuss the Draft Compensation Report and to respond to any questions, comments or concerns on the report. Task 8 — Research and Resolve Issues from Draft Total Compensation Report Review. Based upon the City's review of the Draft Compensation Report, the Project Team will follow up on compensation issues pursuant to this review. Task 9 — Conduct Internal Equity Analysis/ Prepare Draft Salary Recommendations. A comprehensive and balanced pay program is the result of the analysis of external labor market data, combined with an analysis of important internal relationships that may reflect the City's value system of jobs within the organization. With the whole job methodology, the internal pay relationship analysis for non - benchmark classifications will involve a number of steps in order to arrive at sound and equitable relationships. Among others, the most important of these will include: ■ Analysis of existing and historical pay relationships ■ Development of consistent, uniform and realistic guidelines for determining internal relationships including span of control, nature and level of work performed and related components ■ Recommendation of equitable and appropriate internal relationship differentials based on the above. Below is the methodology CPS utilizes for establishing salary levels for benchmark and non - benchmark classifications in our compensation studies. This methodology would be applied to all City classifications. ■ The first step is to conduct a comprehensive review of the survey results to identify benchmark classifications to be used in the salary setting process. ■ The second step is to establish salary recommendations for these benchmark classifications by setting the salary level based on the market data. This step will serve as the foundation for the internal alignment decisions which follow. ■ The third step is to conduct a comprehensive review of the City's current internal alignment differentials to determine what their practices are: CPS HR CONSULTING Page 14 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study • What are the percentage differentials between entry, journey, and advanced journey levels, between supervisors and the highest level classification supervised, and between managers and supervisors? • Are the percentages aligned with best practices? • Are the percentages applied consistently? ■ The fourth step is to apply recommended internal differentials within job families to build the salary recommendations for classifications which have significant relationships to each other because they are in the same job family. ■ The fifth step is to determine what classifications remain that are not benchmark classifications and are also not part of a job series or family. These classifications are then reviewed to determine: • What classification(s) is the subject classification currently internally aligned with? Where possible, efforts are made to determine why that current internal alignment exists. The consultants carefully review this to ensure it is a reasonable placement and if it is, the recommendation to maintain its current internal equity would be made. • If the current internal alignment is not considered to be reasonable, or no logic can be found to determine why it is so placed, the consultants will conduct a review of other classifications within the entire plan to determine what other classification might be better used for internal alignment. Generally, the assessment is based upon (i) the nature of work performed; (ii) the level of work performed; and (iii) the minimum qualifications required. The five steps are followed for each classification within the pay plan. A depiction of this work flow process is presented in Appendix B. Over the course of this analysis the salary recommendations are discussed with the City to ensure the Project Team has the benefit of historic and relevant information on how classifications have been paid in the past. The salary recommendations for each study classification will display the following information: • Classification title • Current monthly range maximum • Recommended monthly range maximum • The percentage difference and /or dollar amount difference between the current and recommended monthly range maximum CPS HR�CONSULTING Page 15 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study This information will provide the City with the percentage and dollar amount of any increase on a classification -by- classification basis. Once the City has reviewed the draft salary recommendations, CPS HR will respond to any questions or concerns prior to issuing the Final Compensation Report. Task 10 — Prepare and Present Final Total Compensation Report — The requested number of copies of the Final Compensation Report, that includes the results of the compensation analysis and study findings/ recommendations, will be submitted to the City's Project Representative. The content of the Final Compensation Report will be similar to the Draft Compensation Report, but will include the salary recommendations from Task 10. The CPS HR Project Manager will conduct an on -site high -level overview /presentation of study findings and recommendations to the City Administrator, and any other designated stakeholders. The final report will also provide the City staff with documentation to internally maintain and further develop their compensation and benefits systems going forward. The Citv's Responsibilities To facilitate the study process, we request that the City designate an individual to coordinate communication, meetings, and review of products with the Project Team. CPS HR would expect over the course of the project that the City's designated Project Representative, will be responsible for the following activities: ■ Communicate and coordinate meetings, equipment, facilities and conference calls. ■ Identify and provide current classification and compensation information, including current job descriptions, organization charts, salary structure, pay policies and procedures, etc. ■ Coordinate and ensure timely City review of study documents and information provided by CPS HR; work products developed during the study will be regularly submitted to the City's Project Representative for review, comment and /or approval; timely review of draft documents is essential in order to complete the project on schedule. On Site Visits CPS HR's proposed work plan anticipates that two (2) on -site visits will be required for this study as follows: ■ Initial Project Meetings (Includes meetings conducted with the Project Representative and stakeholders) ■ Presentation of Final Report documents, debriefing sessions with any designated stakeholders. Should additional on -site visits be requested by the City, we will be happy to discuss changes to schedule and /or cost estimate. CPS HR. ®CONSULTING Page 16 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study We are committed to meeting the highest professional standards of quality, and each of our team members will spend an appreciable portion of his or her effort in the review, constructive challenge, and direction of assigned responsibilities. Furthermore, we practice peer review of all engagement reports and documentation. At least one knowledgeable person other than the consultant preparing the document must review, critique, and understand the document before it is considered ready for delivery to the client. Finally, because our firm's project managers are directly involved in preparing and submitting project deliverables, no documents or materials of any kind are delivered to the client without the project manager's review and approval. Any work products developed during the activities described above will be submitted to the City's Executive Director or Project Representative for distribution, review, comment and /or approval by designated groups. This is a critical step to ensure accurate, reliable, and valid study deliverables. • • • �► V WE CPS HR Consulting recognizes that the success of any project depends upon the ability of the consulting team to develop and maintain effective working relationships with the City Project Representative(s), City management and other key stakeholders. Throughout the project, we envision collaborating with the Citys Project Representative to maintain open lines of project communications and to develop a shared understanding of project needs, goals, and objectives. CPS HR Consulting considers that open and consistent communication with project stakeholders is a key element of project acceptance and success. CPS HR�CONSULTING Page 17 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Schedule Based upon the work plan presented within this proposal, we anticipate a study of this nature, would be conducted within a 20 week timeframe from the execution of the contract and the City's preferred start date. The proposed timeline assumes that the selected labor market agencies will provide the information required within the specified time frame and that the City will be able to review, comment on, and approve study products within agreed upon time frames. During the study, the CPS HR's Project Manager will provide the Project Representative with interim status reports bi- weekly on project progress and will assess any impacts on the timeline. CPS HR confirms that the proposed project team has the availability to begin work on this project upon the execution of the contract and foresees no difficulty with meeting the proposed timeframe given current and projected workloads. Qualifications • •i i • R 'i ' i' Our Joint Powers Authority charter commits us to providing services exclusively to public sector or non - profit agencies, which means that all our tools, our strategies, and our products are focused and designed specifically for our clients in local, state and federal government, and non- profit organizations. Classification and /or Compensation Study Experts Throughout our 28 -year history, CPS HR has provided classification and compensation study work as well as other related services to clients across a spectrum of public agencies in city, county, state and federal government, as well as special districts and non - profit organizations. The table below provides a list of some of the classification and compensation work we have completed for other City clients in California CPS HR`CONSULTING Page 18 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study CLASSIFICATION e COMPENSATION Government o Performed • City of Burbank • Compensation Analysis and Report • City of Murrieta • Classification and Compensation Study • City of Orinda • Classification and Compensation Study • City of Rio Del • Classification and Total Compensation Study • City of Roseville's Electric Utility Department • Operational Review, Workforce Analysis and Total Compensation Study • City of Sacramento • Classification and Total Compensation Studies • City of San Jose o Limited Classification Study Three Examples of Similar Studies Conducted For Cities Ms. Jill Engelman, our proposed project manager for this assignment, served in the role of project manager for the three project examples we site below. Following the three projects presented, we provide you with additional project experience. References for all projects are provided in the reference section of this proposal. 1. City of Rio Dell CPS HR completed an agency -wide classification and total compensation study for the City in 2010, and received very positive feedback from the city. Since then, we have also completed various follow -up classification and compensation studies as positions are added or reassigned. All projects were completed within the agreed -upon timeframes. Contact information for this project is provided within the reference section of this proposal. 2. City of Berkeley CPS HR has been retained by the City of Berkeley to conduct a number of classification and compensation studies for various classifications in various City departments. The objectives of these studies have been to determine if the City's current classification structure is appropriate to meet the City's needs, if selected positions are appropriately classified, and to identify compensation levels that will enable the City to be competitive within its labor market. 3. The City of Roseville's Electric Utility Department The City of Roseville's Electric Utility Department (Roseville Electric) requested that CPS HR conduct: CPS HR = CONSULTING Page 19 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study ■ A review and analysis of its operations and staffing levels and provide recommendations for improvement. ■ An analysis of the current workforce and provide recommendations for succession planning ■ An agency -wide total compensation study. To accomplish these tasks in the most cost effective way, CPS HR Consulting developed two comprehensive surveys - one that captured information regarding compensation, benefits, staffing levels, and general pay practices and another that captured best practices information regarding utility operations /service delivery in a broad range of areas, including current demands and challenges. These surveys were distributed to other public and private utilities in the client's identified labor market. CPS HR also conducted orientation sessions with employees, site visits, and interviews with management and line staff to ensure a full understanding of the client's accomplishments, concerns, and challenges. Finally, CPS HR collected and analyzed data regarding the client's turnover and employee demographics. From review and analysis of the survey responses and the information collected within the client's organization, CPS HR provided two reports. One report provided a comprehensive analysis of the client's operations and staffing structure, summarized information collected from the surveyed utilities, identified strengths /weaknesses /challenges, and provided recommendations for continuation of current practices and changes for improvement, as well as, recommendations for succession planning to prepare for anticipated turnover. The second report provided the results of the total compensation analysis, with specific comparison of base pay, additional compensation, benefits, and other pay practices such as apprentice programs and planned overtime. The total compensation report enabled the client to determine their current competitive standing in the labor market and identify needed adjustments. The project was completed on time and within budget. Some Additional Project Experience 4. City of Sacramento, California CPS HR maintains an on -going contract with the City to perform Classification and Compensation work as needed. CPS HR has conducted several compensation studies, as well as numerous classification review requests. 5. City of Bell, California The Interim City Manager for the City of Bell (October, 2011) contacted us to assist them in the development of a new classification and compensation structure by conducting studies in these two critical human resource program areas. For the classification component of the study, CPS HR developed a new classification structure for the City; this structure included about 20 classifications for the 33 employees covered in the study. CPS HR also prepared classification specifications written for recreation and police CPS HR CONSULTING Page 110 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study classifications. We then provided the City with sample classification organizational structures from five similar cities to assist the Interim Department Heads and the Interim City Manager as they restructured and considered the optimal mix of management and non - management classes within their departments For the compensation component of the study, CPS HR performed a comprehensive total compensation study, which included the development of the labor market and an analysis of salaries and benefits for all City benchmark classifications. Our work resulted in a classification structure which was designed to meet their current and future classification needs, and comprehensive data analysis from which they could make informed decisions on their pay strategy. . Our study reports and findings, which were presented to City Council and members of the public in open session, were placed on the City's website to ensure process transparency and access to these important documents. We received very positive feedback on the quality and professionalism of our deliverables. 6. City of Burbank, California CPS HR worked with the City of Burbank on a multi- faceted project involving (i) a review of its existing compensation structure and design; (ii) the development of a total rewards strategy and philosophy; and (iii) an evaluation of the City's Pay for Performance system. CPS HR continues to work with the City as they evaluate study recommendations. We developed two comprehensive surveys - one that captured information regarding compensation, benefits, staffing levels, and general pay practices and another that captured best practices information regarding utility operations /service delivery in a broad range of areas, including current demands and challenges. These surveys were distributed to other public and private utilities in the client's identified labor market. We also conducted orientation sessions with employees, site visits, and interviews with management and line staff to ensure a full understanding of the client's accomplishments, concerns, and challenges. Finally, CPS HR collected and analyzed data regarding the client's turnover and employee demographics. From review and analysis of the survey responses and the information collected within the client's organization, CPS HR provided reports. One report provided a comprehensive analysis of the client's operations and staffing structure, summarized information collected from the surveyed utilities, identified strengths /weaknesses /challenges, and provided recommendations for continuation of current practices and changes for improvement, as well as, recommendations for succession planning to prepare for anticipated turnover. The second report provided the results of the total compensation analysis, with specific comparison of base pay, additional compensation, benefits, and other pay practices such as apprentice programs and planned overtime. The total compensation report enabled the client to determine their current competitive standing in the labor market and identify needed adjustments. CPS HR CONSULTING Page 111 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study The project was completed on time and within budget. Our Consultant Team's Expertise Makes the Difference CPS HR has assembled a uniquely qualified team of professionals to conduct this study for the District. Our consultants have been selected for their relevant experience and professionalism in dealing with projects of this nature. We firmly believe that the most important factors in ensuring the highest quality of consultant performance is first, the commitment the consultant brings to the engagement, and second, the experience of the firm and the individual consultants working on the project. Project Manager Ms. Jill Engelmann will serve as the Project Manager for this project. She has more than 25 years of professional and management experience in public sector Human Resources. Her work and project management experience includes work in the areas of compensation and classification, job analysis, employee recruitment and selection, performance management, employee and management training and development, employee relations; and personnel policy development. Ms. Engelmann has worked as a CPS HR consultant for the last 15 years. Prior to joining CPS HR, Ms. Engelmann spent five years for Sacramento County and prior to that she worked in the human resources department for the Sacramento Municipal Utility District and the City of Sacramento. Key Project Team Members Key Relevant Experience Ms. Engelmann has served as project manager for various classification and compensation studies for the City of Berkeley; as project manager for an agency - wide classification and total compensation study for the City of Rio Bell and also project manager for a total compensation and organizational review project for the City of Roseville s Electric Utility Department. She provided overall planning, direction and coordination of projects, led staff teams and worked closely with client representatives. Ms. Engelmann, will be assisted by Ms. Gwen Brew, Ms. Felicia Clayton, and Ms. Monica Garrison Reusch. Each of these team members has broad and deep experience in public sector classification and total compensation systems and analysis. Resumes for each team member are provided in Appendix C. Ms. Gwen Brew is a Project Consultant with CPS HR with 25 years of experience in all aspects of the human resource functions in both the public and private sector with 1000+ employees, both union and non - union. She has conducted and evaluated salary and benefit surveys, evaluate opportunities, current program effectiveness and cost containment and made recommendations CPS HIR `CONSULTING Page 112 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study to senior management. Ms. Brew has also administered compensation, benefit, retirement and health and wellness programs (including, but not limited to, group health, life, disability, FSA, CDHP, defined benefit and defined contribution benefits); analyzed program costs, utilization and participation; identified discrepancies or deficiencies and recommended changes or corrective actions. Ms. Felicia Clayton is a Project Consultant with CPS HR who has more than over 20 years of human resource experience with a diverse background across all boundaries of public, private and non- profit organizations. Ms. Clayton has served as Project Manager for a district -wide classification study and the redesign of compensation system impacting 1800+ employees; developed action plans, facilitated focus group meetings, directed project staff and oversight of work performed by consultants. In addition to her classification and compensation expertise, her human resource experience also includes work in the areas of mediation and dispute resolution; employee and industrial relations; project management; and talent management, which includes recruitment, staffing and selection and training & development. Ms. Monica Garrison Reasch is a Project Consultant with CPS HR with more than nine years of human resource program experience, all of which have been spent serving as either a team consultant or Project Manager on projects working with public sector agencies. Her primary professional focus over the last several years has been on classification and compensation practices. She has served as either a team member or Project Manager on varied projects including large -scale studies done for the County of Bernalillo, the Eastern Municipal Water District, Imperial Irrigation District, and the California State Department of Personnel Administration and smaller specialized studies for agencies such as the Sacramento Municipal Utilities District, the Los Angeles Department of Water and Power, Orange County and the City of Bell. CPS HR CONSULTING Page 113 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study References Below is a list of references for clients that we have provided consulting services to complete Classification and /or Compensation studies. Jill Engelmann served as the project manager for the Cities of Rio Dell, Berkeley and Roseville. Address City of Rio Dell Jim Stretch, City Manager 675 Wildwood Ave. Phone: 707 - 764 -3532 Rio Dell, CA 95562 Email: cm @riodellcity.com City of Berkeley David Abel, Human Resources Manager 2180 Milvia St., First Floor Phone: (510) 981 -6807 Berkeley, CA 94704 E -mail: Dabel @ci.berkeley.ca.us City of Roseville Michelle Bertolino, Director Electric Utility Department Phone: (916)774-5636 2090 Hilltop Circle E -mail: mbertolino @roseville.ca.us Roseville, CA 95747 City of Bell David Hill (Volunteer Human Resources Director) 63330 Pine Avenue E -mail: davidhillzone @aol.com Bell, CA 90201 City of Burbank Justin Hess, Management Services Director 301 E. Olive Ave., Third Floor Phone: (818) 238 -5026 Burbank, CA 91502 E -mail: jhess @ci.burbank.ca.us Orange County Ann Barlow 333 W. Santa Ana Blvd. Phone: (714) 834 -7357 Santa Ana, CA 92701 E -mail: Ann.Barlow @ocgov.com El Dorado Hills Fire Department David Roberts, Fire Chief 1050 Wilson Blvd. Phone: (916) 933 -6623, ext. 11 City, St Zip El Dorado Hills, CA E -mail: droberts@edhfire.com Duration: April 2010— present CPS HR CONSULTING Page 114 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Fee Proposal To complete the City's Management Compensation Study as described in this proposal, CPS HR is proposing a fixed professional services fee not to exceed $18,660.00 plus an estimated $1,000.00 for travel expenses and $100.00 for shipping and document reproduction expenses. Other approaches may be discussed that will alter the cost of the project. The methods, approach and timelines described in this proposal as well as the cost estimate have been prepared as accurately as possible based upon the services requested and study objectives described in the information provided to CPS HR. The total cost of basic tasks and deliverables reflects the steps and time necessary to conduct the study in a sound, thorough and sustainable manner, including important input and review by the Project Representative and designated stakeholders to accomplish the study objectives. If changes or additional services are required, we will be happy to discuss changes to the project activities, schedule and /or cost estimate. We have diligently prepared this proposal based on our experience and ability to be cost effective while producing results. Rates for Additional Services - Provided below are our standard rates for reference purposes should the City desire additional services. CPS HR�CONSULTING Page 115 tl C Q a a 0 U v s 0 0 h 0 o. 0 R Lq ,o r5 a v E U c v E v n � W o A, VI o H o_ o a � a v 0 a` Q i� N Q 0 U Q E 0 I Q •� r T n i7 r m N U Z J N z 0 Jul S CL o.. u Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Appendix B - Internal Equity Analysis Flow Chart Yes No CPS HR CONSULTING Page 117 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Appendix C — Project Team Resumes Jill Engelmann, MA, SPHR Ms. Engelmann has over 25 years of professional and management experience in public sector Human Resources, including experience in the areas of compensation and classification, job analysis, employee recruitment and selection, performance management, employee and management training and development, employee relations; and personnel policy development. She has worked as a CPS HR consultant for the last fifteen years, where she has managed or completed a wide variety of projects in all of the areas listed above. Long term assignments with CPS HR clients have included the El Dorado Hills Fire Department, California Independent System Operator, Northern California Power Agency, and United Way. Ms. Engelmann's previous experience includes over 5 years with Sacramento County where she managed the Exam Development and Administration Division. Previous experience also includes working as a generalist, performing the full range of human resources functions for Sacramento Municipal Utility District and the City of Sacramento. Employment History • Project Consultant, CPS HR consulting • Personnel Program Manager, Sacramento County Department of Human Resources • Senior Personnel Analyst, Sacramento County Department of Human Resources ■ Human Resources Analyst, Sacramento Municipal Utility District ■ Personnel Analyst, City of Sacramento Department of Personnel Professional Experience ■ Acted as the Human Resources Manager on long term assignments with El Dorado Hills Fire Department, Northern California Power Agency and the United Way, California Capital Region. In these assignments Ms. Engelmann managed all Human Resources activities, including employee relations, training, benefits, recruitment, compensation, and personnel policy development. In all assignments she was responsible for developing or revising, presenting, and administering a performance management program. ■ Has project manager experience on multiple large and small classification, compensation and exam development projects for public sector agencies, including a nine month classification study of 1,800 clerical positions for Sacramento County, an agency -wide classification and compensation project for El Dorado Irrigation District, and a total compensation and organizational review project for the City of Roseville's Electric Utility Department. Provided overall planning, direction and coordination of projects, led staff teams and worked closely with client representatives. ■ Completed recruitment and selection projects, including job analysis, recruitment activities, development of selection instruments [structured interview questions, written exams, job simulation exams, assessment center exercises] for a wide range of CPS HR CONSULTING Page 118 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study job classes, including engineering, IT positions, management, law enforcement, scientific; for a wide range of clients. ■ Developed and conducted training on various Human Resources topics, including Exam Development and Administration, Recruitment, Hiring and Interviewing for Supervisors, Sexual Harassment Prevention. ■ Managed the Exam Development and Administration Division for Sacramento County. This division included a large professional and technical staff that provided all recruitment and testing services for an organization of 10,000 employees. As Manager, Ms. Engelmann was responsible for the division budget, supervision of staff, and the development, interpretation and enforcement of policies and procedures. Education • MA [with honors], Industrial /Organizational Psychology, California State University, Sacramento • BA [with honors], Psychology, California State University, Stanislaus CPS HR CONSULTING Page 119 INNEW Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Felicia T. Clayton Ms. Clayton is a Project Consultant with CPS HR Consulting. She has over 20 years of human resource experience with a diverse background across all areas of public, private and non - profit organizations. Her human resource experience includes but is not limited to Classification and Compensation, Mediation & Dispute Resolution, Employee & Industrial Relations, Project Management, and Talent Management, which includes Recruitment, Staffing and Selection and Training & Development. Employment History • Consultant, CPS HR Consulting • Principal HR Analyst, Metropolitan Water District of So. Cal. • HR Analyst, Los Angeles Metropolitan Transportation Authority • Professional Expert, Los Angeles Unified School District • Personnel Supervisor, Japan Life, Int'I Professional Experience • Project manager for district -wide classification study and the redesign of compensation system impacting 1800+ employees; developed action plans, facilitated focus group meetings, directed project staff and oversight of work performed by consultants. • Acted as lead; monitored all daily transactions relating to promotions, and reclassifications. ■ Coordinated and reviewed work assignments of employees; monitored workflow; assessed workload distribution; met with staff to identify and resolve problems, concerns and issues. • Identified opportunities for improving service delivery methods and procedures. • Assisted management with developing and implementing goals, objectives, policies and priorities including recommending innovative procedures. • Met with employee representatives to resolve grievances and /or disputes. • Served as subject matter expert providing technical support to management on interpretation and application of negotiated memoranda of understandings and district policies affecting wage, hour, classification and physical working conditions. • Designed and implemented a job audit data system. • Conducted recruitment and selection for represented and unrepresented positions; developed written examinations and administered all other aspects of the hiring process; managed temporary employee program. • Coached managers on preparing and conducting performance evaluation reviews; project lead for redesign of the performance appraisal and review process; prepared and reviewed performance /corrective action plans for consistency and accuracy. Education • MS, Culture and Communication, Trinity International University, Deerfield, Illinois • MA, Criminal Justice Administration, California State University Los Angeles, LA, California CPS HR�CONSULTING Page 120 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study • BA, Interdisciplinary Studies, California State University Dominguez Hills, Carson, California • Certification, Industrial Relations, Loyola Marymount University, Los Angeles, California • Mediator /Facilitator /Conciliator, Office of the LA City Attorney, Dispute Resolution Program CPS HR�CONSULTING Page 121 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Monica Garrison Reusch, MBA Ms. Garrison Reusch has over nine years of human resource program experience, all of which have been spent serving as either a team consultant or Project Manager on projects working with public sector agencies. Ms. Garrison Reusch's primary professional focus over the last several years has been on classification and compensation practices. She has served as either a team member or Project Manager on varied projects including large scale studies done for the County of Bernalillo, the Eastern Municipal Water District, Imperial Irrigation District, and the California State Department of Personnel Administration and smaller specialized studies for agencies such as the Sacramento Municipal Utilities District, the Los Angeles Department of Water and Power, Orange County and the City of Bell. Employment History • Project Consultant, CPS HR Consulting • Consultant, CPS HR Consulting • Administrative Analyst, CPS HR Consulting Professional Experience • Project Consultant, CPS HR Consulting. Currently, Ms. Garrison Reusch provides a broad range of human resources services to public agencies and has conducted projects for various jurisdictions, primarily classification and compensation studies. • Serves as project consultant, lead or manages small, medium and large scale compensation projects for public sector agencies including, state agencies, counties, cities and special districts. Ms. Garrison Reusch specializes in compensation projects focusing on both base salary and total compensation analysis studies. Ms. Garrison Reusch has participated on project teams for both large and small scale compensation studies, including recent large studies performed for the following agencies: Los Angeles Department of Water and Power, CA Department of Water Resources, CA Department of Food and Ag, and the City of Bell. Ms. Garrison Reusch has also served as lead consultant on several studies including recent work done for Bernalillo County, NM and past large statewide total compensation studies performed for the State of California. • Serves as a project consultant performing classification studies and organizational analysis; performs participant and management briefings; distribute, collect and analyze questionnaires; conduct employee and staff audits; prepare recommendation reports and respond to study appeals; conduct in depth survey and analysis of organizational structure and past organizational practices. • Training and facilitation experience includes developing training materials and training public employees at varying levels on classification and compensation topics. CPS HR� CONSULTING Page 122 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Education • Golden Gate University, Sacramento: Masters in Business Administration, Sacramento, CA. • University of Southern California: Bachelor of Science in Business Administration, Los Angeles, CA CPS HR ®CONSULTING Page 123 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study Gwen Brew Profile Ms. Brew is a Project Consultant with CPS HR Consulting. She has over 25 years of experience in all aspects of the human resource functions in both the public and private sector with 1000+ employees, both union and non - union. Employment History ■ Consultant, CPS HR consulting ■ HR Manager, City of Wasilla • Compensation & Benefits Manager, General Communication Corp. • Pension & Benefits Analyst, Municipality of Anchorage Professional Experience • Direct the process of organizational planning, evaluate structure, job design and manpower forecasting throughout the company. • Participate in the RIF planning and implementation process; analyzing composition of affected work force, determining layoff criteria, layoff alternatives, constructing timelines, preparing communication materials, severance documents and planning outplacement services. • Establish and maintain position control, write job descriptions and classify positions. • Negotiate labor contracts, mediate and resolve labor relations issues in union and non- union environments. • Recruit, interview, perform reference checks, select and hire all staff levels. ■ Establish wage and salary structure, pay policies and performance appraisal programs; administer bonus, incentive and success sharing programs for all executive, exempt and non - exempt staff. • Conduct and evaluate salary and benefit surveys, evaluate opportunities, current program effectiveness and cost containment and make recommendations to senior management. • Administer compensation, benefit, retirement and health and wellness programs (including, but not limited to, group health, life, disability, FSA, CDHP, defined benefit and defined contribution benefits); analyze program costs, utilization and participation; identify discrepancies or deficiencies and recommend changes or corrective actions. • Negotiate and administer contracts with all benefit carriers and write and evaluate RFP's and ITB's. • Identify legal requirements and government reporting regulations affecting Human Resource functions (e.g. EEO, ERISA, FLSA, FMLA, ADA, EEO, COBRA, HIPAA and SOX). Monitor exposure of the company and prepare the information requested or required for compliance. • Conduct employee training, benefits counseling and retirement workshops. • Establish, maintain and update personnel policy and procedure manuals. • Publish employee newsletters. CPS HR r4CONSULTING Page 124 Proposal to the City of Santa Ana Proposal to Provide a Management Compensation Study ■ Build and maintain HR /Payroll in both the Peoplesoft (Municipality of Anchorage) and Oracle (GCI) HRIS systems. ■ Proficient in Microsoft Word, Excel, Access and PowerPoint. Education ■ BBA, Business Management, University of Alaska, Anchorage, Alaska • Senior Professional Human Resources (SPHR) • Certified Compensation Professional CPS HR CONSULTING Page 125 AC�RO CERTIFICATE OF LIABILITY INSURANCE FDA- 1ATE(MMIDDm YI TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. 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