HomeMy WebLinkAboutIR 7414 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 7414 D.1
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1V R To the Mayor and Members of the City Council
r September 26, 1989
Subject: City of Fort Worth's Performance
The purpose of this informal report is to provide members of the City Council with background
information on the City's Performance Pay Plan and a historical perspective describing how
the City's pay system has evolved to its current design. We believe this background will be
especially beneficial to those members of the Council who have joined the Council since the
program was initiated in October 1984, as well as a refresher for the senior members of Council.
Historical. The City has had a pay system or plan for many years. Since the late 19501s, the
City's pay plan reflected the practices of other local and state pay plans in one form or another.
The basic pay plan, which the City used with most general employees up until September 30,
1986, was similar to plans used in most local jurisdictions in the United States.
Each job classification was assigned to a range, which was approximately 25% to 30% in length;
the range was divided into steps, usually from 6 to 8. Employee pay increases, under the system,
were granted primarily in two ways.
First, to move from one step to the next was based on length of service, "merit," and increased
competency in the job.
Secondly, based on annual surveys, employees received increases when adjustments were made
to the pay ranges. These adjustments were typically across-the-board or were so-called
"cost-of-living" increases and reflected changes in what other employers in the community
or other cities were paying for the type of -work; selective adjustments greater than the
"across-the-board" were granted when surveys indicated a more drastic change in the labor
market. This allowed the City to be competitive with other employers.
Example: Laborer making $5.00 per hour. Range adjustment of 5% "Merit" increase of 5%.
Base wage/rate $5.00
Range adjustment .25
Adjusted wage rate 5.25
During the year, the employee was evaluated on his/her anniversary date. If the supervisor
believed the employee was deserving, the supervisor could have granted an additional "merit"
or step increase, which was usually 5%. Therefore, the laborer's rate of pay was adjusted 10%
during the year.
The above describes the pay plan that was in effect for most employees through September
30, 1986. It also describes the type of plan that is currently in effect for police officers and
firefighters.
Because of the State Civil Service Law, police officers and firefighters automatically receive
the range adjustment and the step increase; the state law requires cities subject to the law
to pay police officers and firefighters in the same classification the same pay; step increases
are permitted since they reflect longevity or membership. "Merit" or "performance" based
increases are precluded because of the above requirement. It should be noted that all police
and fire classifications did not always have 5 or 6 steps within their ranges.
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 7414 p.2—
To the Mayor and Members of the City Council September 26, 1989
Subject: City of Fort Worth's Performance Pay Plan
Pay for Performance. The City of Fort Worth has been recognized for its leadership in making
employee pay contingent upon job performance. The City's first open-range (no steps, just
a minimum and a maximum), performance-based plan resulted from a City government-wide
study conducted by an outside consultant in 1976. The plan was implemented on October 1,
1976 and included eighteen (18) executive level positions.
In October 1979, the City Manager implemented a new performance-based compensation plan
for department heads and certain special staff level positions. The new pay plan included
a written contract of goals and objectives, an annual evaluation of past performance and merit
increases based on a performance rating and current position in the range. The salary ranges
for individuals occupying positions in these classes were "open" ranges with no steps, but the
ranges were divided into quartiles (four divisions) to aid in determining the amount of merit
increase.
In October 1982, the Executive Pay Plan was expanded to include thirty-five additional classes
at the assistant department head and division head level for a total of fifty-three classes
covering sixty-three incumbents.
In January 1983, A special Compensation Committee was appointed to review and to provide
direction for the possible revision of the City's compensation program; the committee reviewed
the City's various plans, looking at methodology, procedures, equity, the number and type of
classes, and competitiveness. The committee included prominent members of the business
community, with extensive experience in management and in the administration of compensation
programs. The members of the committee included Harry K. Werst,Consultant to
Williamson-Dickie Manufacturing Company; William Connor, Founder and Past President of
Alcon Laboratories and Medcon, Inc; Gerson Bernstein, Past Chairman of the Board, Mormig's
Department Store; Leon Brachman, Senior Vice President/Special Projects, Petrochemicals
Company, Inc.; Earl Hatchettq Vice President-Finance, General Dynamics; Ed Szol, Vice
President, Industrial Relations, Bell Helicopter; and Tom Sassman, Vice President and Corporate
Manager of Compensation, Texas American Bancshares. The Committee spent considerable
time evaluating the plan then in effect and developed suggested refinements for salary structure
for the affected management positions. The Committee endorsed the concepts of the
performance-based compensation program and recommended the program be extended to
additional levels. The 1984 Performance-based Pay Plan included 147 incumbents in executive
level positions which included department heads and division heads; this group constitutes
the Management Pay Plan.
In October 1985, the performance pay plan was extended to professional and administrative
employees. This expansion, which is called the Administrative Pay Plan, added 747 employees
to the performance-based pay system.
In October 1986, the performance-based pay plan again was expanded to include an non-exempt
employees excluding Police and Fire Civil Service employees who are covered by the State
Civil Service Law. Inclusion of non-exempt classes added 2,644 employees for a total of
approximately 3,700 employees covered by the plan.
-ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 7414 --R.3
To the Mayor and Members of the City Council September 26, 1989
Z3
Subject: City of Fort Worth's Performance Pay Plan
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Pay for Performance - Objectives. There were five (5) goals in the development of our
Performance Pay Plan:
(1) Internally Equitable. Salary ranges for all positions were developed that fairly reflected
the value of each position relative to all others within the City organization.
(2) Externally Competitive. Salary ranges for all positions were established (over a three-year
period) that are as competitive as the City believes it should be; City Council had approved
a goal of setting the maximum range rates in the top 25% of our labor market or at the
75th percentile plus or minus 5%.
(3) Personally Motivating. The plan as designed attempts to motivate employees toward
specific achievement of essential end results.
(4) Effectively Administered. The plan should be structured to facilitate sound analyses of
compensation practices throughout the organization and accurate comparisons of the
City's salary policy and practice to those of other cities on a timely and on-going basis.
(5) A Continuing Program. The plan should be a viable, orderly and integral part of the
management process if it is to be responsive to organization dynamics and fulfill
requirements for the future.
Pay for Performance - Plan Design. The development of a performance pay program was an
attempt to more effectively reward performance. Under the previous program, when ranges
were adjusted, ALL employees received the range adjustment in the form of an across-the-board
or cost-of-living adjustment without regard to performance. Although there were merit steps
under the previous plan, the competent or average employee expected to reach the maximum
of the range even if his or her performance was only satisfactory.
Under the Performance Pay Plan, when ranges are adjusted to market conditions employees
do not automatically receive the increase. The competent or average employee can only expect
to reach the midpoint of the range; the midpoint of the range is considered to be the "market
value of the job." The only way an employee can get to the top of the range is by exceeding
the requirements of performance measures for his or her position. Average performers will
receive lower rates of pay; only superior performers should receive increases above the midpoint.
Enclosure A is a chart which shows the status of increases granted in 1987-88 under the
performance pay plan. Increases above 7% reflect adjustments to pay ranges in order to meet
the pay policy goal of establishing salaries at the 75th percentile of our labor market or to
address problems related to competition in the job market, e.g., attorneys. Enclosure B is
a chart, previously given to Council, which shows the adjustments required by job family of
the City of Fort Worth salary rates to the 75th percentile of other survey cities or employers.
Performance reviews are conducted annually, usually on their anniversary date. The matrix
shown as Enclosure C provides the proposed percentages for the performance pay plan if the
City Council approved the equivalent of a 4% increase.
An employee's salary rate would be based on where his or her current salary is located in the
salary range and their level of performance.
-ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 7414 p.5
I it 0
*, To the Mayor and Members of the City Council September 26, 1989
$O pp
X Subject: City of Fort Worth's Performance Pay Plan
Our current performance pay plan has been developed to more effectively use salary dollars
approved by the City Council. Ideally, the plan will not necessarily be the "cheap" way of
rewarding employees. The plan, however, should reward those who have exceeded the
requirements of their job. Unlike the City's previous plan, the performance pay plan rewards
the superior performers and encourages the poorer performer to improve.
In summary, the City's Performance Pay Plan is similar to plans in the private sector. It is
performance-based and not based on longevity or membership. For the program to work as
it was designed, employees must believe that good performance will lead to higher pay. With
the state of the economy over the past several years, this has been a difficult challenge for
the City's management and the City Council. Department Heads strongly believe the
Performance Pay Plan has been an effective management tool and that across-the-board
increases do not provide the same positive incentive for employees to be more productive.
Departing from the pay strategy started under City Council leadership in 1984 and based upon
citizen recommendations should be carefully evaluated.
ow DOUGLAS HARMAN
-ISSUED BY THE CITY MANAGER FORT WORTH. TEXAS
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PERFORMANCE PAY PLAN
SALARY INCREASES BY PERCENT
FISCAL YEAR 87/88
The following chart lists the number of employees in each pay plan who
received the percent increases shown in the first column . The last
column shows the percentage of the total number of employees receiving
the indicated percent increase.
PERCENT MPP* APP* NPP* TOT OF TOTAL
0 . 0 6 36 244 286 9. 4
0 . 5 - 0 . 99 3 2 5 0 . 2
1 . 0 - 1. 99 3 21 78 102 3. 4
2 . 0 - 2 . 99 23 135 494 652 21 . 4
3 . 0 - 3. 99 36 227 583 846 27. 8
4 . 0 - 4 . 99 35 164 386 585 19. 2
5 . 0 - 5. 99 22 98 200 320 10 . 5
6 . 0 - 6. 99 9 60 112 181 5. 9
7 . 0 PLUS 20 19 27 66 2 . 2
TOTALS 154 763 2126 3043 100 . 00
LESS THAN 2% INCREASE 393 12 . 9
LESS THAN 5% INCREASE 2476 81 . 4
LESS THAN 7% INCREASE 2977 97. 8
7% OR GREATER 66 2 . 2
* NOTES
MPP - Management Pay Plan ; CM Staff, Department/Division Heads
APP - Administrative Pay Plan ; Section Heads , Supervisors ,
Professional , Administrative
NPP - Non-Exempt Pay Plan ; Clerical , Technical , Para-Professional ,
Public Safety Related, Service, Trades
ATTACHMENT A PERSONNEL 9/ 15/89
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SURVEY SUMMARY
AVERAGE RELATIONSHIP TO 75TH PERCENTILE
MANAGEMENT/PROFESSIONAL 4% - 9%
CLERICAL 6% - 10%
TECHNICAL 3% - 9%
LABOR/TRADES 12% - 15%
POLICE/FIRE 6% - 8%
ATTACHMENT B
40, PERSONNEL 9/15/89
C)F FC>E2.2' WCaRTH
PMnSC)hTNEL L7EPAR2'MENT
1989/90 PROPOSED
SALARY INCREASE MATRIX
PERFORMANCE QUINTILE QUINTILE QUINTILE QUINTILE QUINTILE
LEVEL 1 2 3 4 5
OUTSTANDING ( 5) 6% 6% 6% 6% 6%
EXCELLENT (4 ) 5% 5% 5% 5% 5%
COMPETENT ( 3) 4% 4% 4% 0-28 0
BELOW STANDARD (2 ) 0 0 0 0 0
UNACCEPTABLE ( 1) 0 0 0 0 0
OUTSTANDING
This level is normally reserved for those individuals whose
outstanding performance is clearly obvious to all .
EXCELLENT
This level is for seasoned employees whose performance is noticeably
better than "Competent" in most and/or major accountability areas .
COMPETENT
This level is for employees who consistently perform a satisfactory
job as defined by job/position description accountabilities. This is a
standard performers level .
BELOW STANDARD
This level is for performance of the job which is noticeably below
"Competent" in one or more accountability areas . Improvement is needed
before the employee can reach the "Competent" level .
UNACCEPTABLE
This level is for inexperienced new hires and others whose performance
is clearly below acceptability level . Incumbents should either move up
in performance level or out of the position in a relatively short
time.
ATTACHMENT C PERSONNEL 9/ 15/89