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06-14-1993 - Workshop -- ..... CITY COUNCIL OF EDGEWATER WORK SESSION WITH THE INDUSTRIAL DEVELOPMENT BOARD JUNE 14, 1993 COMMUNITY CENTER Mayor Jack Hayman called the Workshop Meeting of the City Council and the Industrial Development Board to order at 7:10 p.m. in the Edgewater Community Center. ROLL CALL Mayor Jack Hayman Councilman Kirk Jones Councilwoman Louise Martin Councilman Michael Hays Councilman David Mitchum City Manager George McMahon City Attorney Krista Storey City Clerk Susan Wadsworth Police Chief Lawrence Schumaker Present Present Present Present Present Present Present Present Present Mayor Hayman listed the information given to the Council. City Manager McMahon explained to the Council that yhe memorandum from Mark Karet was intended to be constructive as to the concerns staff has. Mayor Hayman asked Mr. Martin to introduce the members of the Industrial Development Board: Phillip Fong, Agnes Rymsa, Nancy Swiney, Charles Byrd, Scott Porta, absent John Browning Mr. Martin explained the recent news release on the project. He explained the Industrial Development involvement in this project. "Maglev" Board's Britt Bochardy, with Charles Wayne Properties and representing the Volusia County Business Development Corporation gave a presentation on the Maglev project. He explained the hiSh speed rail system test program that is being considered. There was a question and answer session between Mr. Bochardy and the Council. Tom Elcorn owner of commercial land in Edgewater asked about the economic impact, Mr. Bochardy answered about 12 million. The City Council and the Industrial Development Board went over the By-Laws the for Economic Development Board. There was a lengthy discussion on changes to the by-laws. The consensus of the Council was that the changes discussed be made and have the City Attorney go over the draft with Mr. Martin then bring the by-laws back to the Council. Mr. Martin stated that the main objective was to get the report to the Council so there is time to study it. Time for next workshop will be 6:30 p.m. June 23, 1993. Mr. Martin spoke to the Council on the Grand Central Corporation meeting for the purpose of a gold course. There was discussion on changing the planned industrial to residential use. City Manager McMahon discussed the process and where the City Staff was on this project. The need for a feasibility study was discussed. Council consensus was proceed with this. Councilperson Martin made a motion to recess until June 23, 1993 seconded by Adjourn 10:04 p.m. Minutes submitted by: Susan J. Wadsworth - CITY OF EDGEWATER 104 N. RIVERSIDE DRIVE P.O. Box 100 - Edgewater. Florida 32132-0100 (904) 42P',3245 SunCom 371-7005 December 30, 1992 PUBLIC NOTICE The City Council will meet on Monday, January 4, 1993, at 6:00 p.m. in the Shuffleboard Building for an orientation session. That meeting will recess at 7:00 p.m. to move to the Community Center for the regular City Council meeting. Upon adjournment of the regular meeting, the orientation session will reconvene. lsk ~.-::"""".--'!'I'"t"'l."n;;':"'~ _.I_'I'/_~'.f'<~"!""'O::""~r" ( CITY OF EDGEWATER COUNCIL ORIENTATION JANUARY 4, 1993 INFORMATION PACKET INDEX TAB CONTENTS Introduction Purpose Agenda City Manager City Charter Transparency copies City Attorney Transparency copies City Clerk Transparency copies Written description of duties/responsibilities ( Finance Transparency copies Budget cycle Community Development Transparency copies Police Transparency copies Utilities Transparency copies Written description of department operations Fire Transparency copies Mission statement and goals Engineer Transparency copies Public Works Transparency copies ( ( C..' INDEX Page 2 TAB CONTENTS Parks and Recreation Transparency copies Personnel Transparency copies List of approved City holidays and vacation schedules Advisory Boards Lists/phone numbers of all City boards and committees General Corporate Planning Process and task team approach to problem solving Phone Directory Listing of all Council and staff phone numbers - Pay for Performance Explanation of Pay for Performance Plan Front Pocket ClP Construction projects Status Report -/" Back Pocket Performance Appraisal Guide c.- . es ~ ~ ~ ~ ~ ~ .. 0 ~ ~ E u E: ~ ~ -< ~ ~ ~ ~ ~ 0 =" == =" ~I ~ ~ C- O .. ~ ~ c =3 ~ ...;;l ~ ~ ~ c u ~ ~ ~ =... ~ 8 u 0 ~ I ~ N I 0 u ~ ~ 0 ~ ~ ~ ~ C.< \- 2: 2: 2: ~ 2: 2: Po. Po. Po. Po. Po. 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CI.) f-4 U ~ <~ Cl.)tI) 0 ~ ...... 00 ...... z~ u tI) ~U tI) CI.) ~ ~ <0 ~ 10--4 CI.) ~~ ~ ~ E-c~ Q <( tI) z~ ...... ~ a(J ::gO tI) ~ CI.) ~U <U ~ Aoi E-c ~ 00 ~S- ::> U ;> ~ Aoiad Aoi CI.) <( 0 ;-c ~ . . . . . . ) ) CITY CLERK This office is a service department, and it is essentially a department to which the Mayor, Council, Manager and all departments of the government, as well as the general public, look for information regarding the operations of the city. Frequently, it is the clearinghouse for obtaining data about the city. Since constant reference must be made to the records in the custody of the City Clerk, an efficient office is essential. Due to the close relationship with a variety of individuals, it is vital that persons working in this office promote the highest type of public relations, yet protect the city's interest and rights. Courteous and expeditious treatment in handling in-person, phone and written inquiries from the public can contribute greatly to reactions the average citizen has towards city government. APPOINTMENT The position of City Clerk is appointed by the City Council. GENERAL DUTIES ) It is difficult if not impossible to outline all the duties and responsibilities imposed upon a City Clerk. These duties are a general outline. * ACCURATELY PREPARES BUDGET FOR DEPARTMENT * ACCURATELY PREPARES AND MAINTAINS THE ACTIONS OF THE COUNCIL * ACCURATELY PREPARES AGENDAS AND MAINTAINS ACTIONS OF BOARDS AND COMMITTEES ASSIGNED TO THE DEPARTMENT * MAINTAINS THE ACTIONS OF ALL BOARDS, COMMITTEES AND AGENCIES * FURNISHES DATA TO PUBLIC AND M~DIA * MAINTAINS MUNICIPAL CODE OF ORDINANCES * ANSWERS COMPLAINTS, CORRESPONDENCES AND INQUIRES FOR THE MAYOR, CITY COUNCIL AND CITY CLERK'S DEPARTMENT * DIRECTS COMPLAINTS, CORRESPONDENCE AND INQUIRES FOR ACTION TO VARIOUS DEPARTMENTS WHEN NOT ASSOCIATED TO THE DEPARTMENT * MAINTAINS MUNICIPAL ISSUED CONTRACTS, AGREEMENTS, BONDS AND INSURANCE POLICIES * MAINTAINS CUSTODY OF ALL OFFICIAL RECORDS NOT SPECIFICALLY HANDLED BY OTHER DEPARTMENTS * PROVIDES FOR RECORDS AND INFORMATION MANAGEMENT, INCLUDING INDEXING, MICROFILMING, RETRIEVING RETENTION SCHEDULING AND DESTRUCTION OF CITY RECORDS * ISSUES LICENSES AND PERMITS * HANDLES BID OPENINGS * CONDUCTS BUSINESS WITH OTHER CITY, COUNTY, STATE AND FEDERAL AGENCIES AS DIRECTED BY THE GOVERNING BODY * ADMINISTERS AND RECORD OATHS OF OFFICE * PREPARES AND MAINTAINS THE PUBLISHING OF CITY NEWSLETTERS AND EMPLOYEE NEWSLETTERS * MAINTAINS CITY SCRAPBOOK AS SECRETARY OF THE MUNICIPAL CORPORATION: * MAINTAINS CUSTODY OF THE MUNICIPAL SEAL ) * ATTEST TO OFFICIAL DOCUMENTS * MAINTAINS RECEIPT OF SERVICE AND LEGAL DOCUMENTS AS ELECTION OFFICIAL: * REGISTERS VOTERS *CONDUCTS CITY ELECTIONS * CERTIFIES VACANCIES EXISTING ON THE LOCAL LEVEL * QUALIFYING OFFICER FOR LOCAL ELECTIONS * FURNISHES MATERIAL FOR LOCAL ELECTIONS * SELECTS POLLING PLACES IN CONJUNCTION WITH THE SUPERVISOR OF ELECTIONS * MAINTAINS RECEIPT OF REPORTS FOR CANDIDATES AND COMMITTEES * MAINTAINS RECEIPT OF ELECTION RESULTS * HIRES ELECTION PERSONNEL FOR LOCAL ELECTIONS , ~\. ") ) AS PERSONNEL DEPARTMENT: * PERFORMS CLERICAL AND RELATED ACTIVITIES REQUIRED TO PROCESS JOB APPLICATIONS AND NEW HIRES * ENROLLS AND INFORMS NEW EMPLOYEES OF PERSONNEL PROGRAMS AND BENEFITS * DEALS INDIVIDUALLY WITH CITY EMPLOYEES IN RELATION TO ALL BENEFIT MATTERS * HANDLES ADMINISTRATIVE ASPECTS OF ALL PERSONNEL ACTIONS AND MAINTAINS ALL PERSONNEL FILES AND EMPLOYEE RECORDS * HANDLES ADMINISTRATIVE ASPECTS OF GROUP INSURANCE POLICIES, * HANDLES ALL WORKERS COMPENSATION CASES, RECORDING AND MAINTAINING ALL MEDICAL INFORMATION * ASSISTS CITY MANAGER IN EMPLOYEE PROGRAMS, INCLUDING THE PAY FOR PERFORMANCE APPRAISAL SYSTEM '<: ,~.~. " -') ) ) P: o E-t tJ r&l P: 1-4 Q r&l tJ = 1-4 ra. ~ E-t tJ r&l P: 1-4 Q r&l tJ = 1-4 ra. 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Florida 32132-0100 (904) 428-3245 $unCom 371-7005 RECEIVED DEe 1 5 J992 CITY MANAGER DATE: DECEMBER 15, 1992 TO: MR. GEORGE MCMAHON, CITY MANAGER TERRY A. WADSWORTH, DIRECTOR OF UTILITIES-rIP\~ COUNCIL ORIENTATION FROM: SUBJECT: The City of Edgewater's Utilities Division is made departments that, while diverse in nature, share safeguarding the public health. The departments and follows. up of three separate the common goal of their missions are as WASTEWATER i \ The City of Edgewater Wastewater Department is charged with the operation and maintenance of a 1.0 MGD extended aeration wastewater treatment plant, 19 lift stations, and 28 miles of collection system. When the wastewater portion of the Capital Improvement Program is completed, the department will operate and maintain a 2.25 MGD Advanced Wastewater Treatment Plant, 28 lift stations, 91.6 miles of wastewater collection system and an extensive effluent reuse distribution system. Departmental staffing currently consists of a Wastewater Departmental Supervisor with a Class "B" license, three Class "C" Certified Wastewater Treatment Plant Operators, one Wastewater Treatment Plant Operator Trainee and one Utility Systems Mechanic. The greatest challenge facing this department will be the transition from a five day a week, one shift a day secondary plant operation to a seven day a week, 24 hour a day operation of an Advanced Wastewater Treatment Facility whose end product <effluent) will be provided to the public for irrigation use. The addition of gravity sewer to the largest portion of the City will result in a higher degree of public exposure for the department, and the projection of a highly professional image is essential when interacting with the new customers in this area. ---'. WASTEWATER BRIEF SCOPE OF DEPARTMENT: The purpose of the Wastewater Department is to collect, treat and discharge domestic wastewater. The discharge must meet local, state and federal requirements for quality and allowable quantity. We currently operate one wastewater treatment plant. The plant is permitted at 1.0 MGD capacity. A new 2.25 MGD advanced wastewater treatment facility is under construction to replace the existing plant. Currently, the wastewater collection system includes 28 miles of gravity sewer lines and force mains, over 350 manholes and 19 lift stations. GOALS: 1. To meet or exceed DER/EPA requirements for wastewater discharge quality and sludge disposal. 2. To operate and maintain the wastewater treatment plant and lift stations in an efficient and cost-effective manner. 3. To reduce wastewater treatment plant discharges through water reuse with the ultimate goal being zero point discharge into natural bodies. 4. To continue to provide sewer services to the community that are trouble free or quickly serviced, and to extend the service areas within the City not yet connected to the system. 5. To continue with our inflow and infiltration elimination program, to gain zero infiltration. OBJECTIVES: 1. Collect and convey domestic sewage from individual sources to the wastewater treatment plant with minimum infiltration and no contaminating losses. 2. Treat domestic sewage to meet regulatory requirements and to avoid contamination of water supplies and receiving natural water bodies. 3. Supply information on the existing sewage collection system for customer connections. SERVICE MEASURES: FY 92 FY 91 1. 2. 3. 4. Treated Wastewater (MG) Gallons of Sludge Lift Stations Maintained Service Connections 290.054 2,032,000 19 3,020 258.093 1,495,000 19 2,970 Page 2 ~ G WATER The City of with a total of pumps, two ground Edgewater's Water Treatment Plant consists of two wellfields ten wells, a lime softening facility, seven high service storage tanks and two elevated storage tanks. The capacities are as follows: Wellfields 5.0 million gallons/day. Lime Softening Facility 5.0 million gallons/day. High Service Pumps Two @ 900 gallons per minute each, Two @ 750 gallons per minute each, and Three @ 3,500 gallons per minute each. Storage 1,750,000 gallons total ground storage and 250,000 gallons total elevated, for a grand total of 2,000,000 gallons. The organization of this department consists of a Water Plant Supervisor with a Class "A" License, two certified Class "8" Water Treatment Plant Operators, five certified Class "C" Water Treatment Plant Operators and one vacant position. With regulations changing as rapidly as they are, operators are encouraged to set their sights on the next highest license. Changes in the industry compel training for the future. Present knowledge cannot be relied upon. The Department's primary goal this year, as any year, will be to provide a drinking water that meets or exceeds all standards set by regulatory agencies. As construction of the Alan R. Thomas Water Treatment Plant is finalized, videos and still pictures will be taken whenever possible ln order to better train the operators in the operation and maintenance of this facility. In addition to the normal preventive maintenance program, valve at the Florida Shores Tower needs to be replaced before the too high. Conceivably prior to March of 1993. an altitude demand gets Page 3 /'~-.. . ( WATER PLANT BRIEF SCOPE OF DEPARTMENT: The Water Department provides approximately 1.3 million gallons of water daily to its more than 16,000 customers in Edgewater. The Water Plant is responsible for drawing and transporting raw water from the wells, treating the water to provide a safe drinking water, pumping the water from the plant to the users, while maintaining equipment and facilities in good working condition. GOALS: 1. Develop a wellfield management program. 2. Continue all current operations and programs. 3. Increase training opportunities. OBJECTIVES: 1. Provide a safe and aesthetically pleasing drinking water at good pressure and in adequate amounts. 2. Maintain all equipment and facilities by preventative and timely corrective measures. 3. Complete per specifications, the Alan R. Thomas Water Treatment Plant and begin the treatment process associated with the functions of the Department. 4. Reduce saline upconing and balance run times on new and existing well fi elds. SERVICE MEASURES: FY 92 FY 91 1- Finished Water Pumped to City (MGD) 1 . 297 1 . 598 2. Quality Complaints 77 34 3. Water Samples - Bacteriological 240 240 Trihalomethanes 24 24 Lead &: Copper 61 140 4. Service Connec t ions 7,078 6,943 Page 4 ~. FIELD OPERATIONS The City of Edgewater's Field Operations Department's primary mission 1S to provide and maintain all appurtenances as they relate to the safe supply of drinking water and fire protection to the water customer. Field workers routinely perform the installation, repair and/or maintenance of water lines, sewer lines, fire hydrants, backflow prevention devices, water meters and water flushes. Public relations, another important facet of the Field Operations Department, demand the field worker handle the customer who registers a water quality or water billing complaint with consideration. Twice monthly, water samples are collected and submitted to the DHRS laboratory for bacteriological analyses to determine compliance. Consultation to private contractors is provided in the form of locating water and sewer lines when requested. (.. Certification or licensing of the field staff is highly encouraged to increase their job knowledge as well as to enhance their professional image. The department currently employs a Field Operations Supervisor who is a certified Class "B" water distribution technician, a certified Class "C" wastewater collection technician and a certified Backflow Prevention Technician, one Lead Utilities System Technician who is a certified Class "C" water plant operator, a certified Class "C" water distribution technician, a Class "C" wastewater collection technician and a certified Backflow Prevention Technician, two Utilities System Technicians, one of which is a certified Class "C" Water Distribution Technicians, three Utilities Service Workers, who all are certified Class "C" Water Distribution Technicians and two Meter Readers who are both certified Backflow Prevention Technicians and certified Class "C" Water Distribution Technicians. It is the goal of the department within the next year to have the remaining field worker obtain his Class "C" Water Distribution Certification. In addition, those already possessing licenses are encouraged to attain the next higher class certification as funds and time are available. In conjunction with and beyond those utility improvements generated by the CIP, the Field Operations Department has projected a five to ten year program to further improve water pressure and fire fighting capabilities in Florida Shores. This will be accomplished by the installation of water mains of six inches and larger where needed. Similar improvements will be made by priority and as funds are available to other areas of the city. Anticipating the many improvements of both underground and above ground appurtenances planned for Florida Shores, the department is aggressively revising operations and maintenance of the utility system. In doing so, a more detailed schematic of the City of Edgewater's utility structure will contain concise information to give the field workers specific locations of the lines, meters, flush boxes, hydrants, etc. This will enable the department to quickly and effectively handle emergencies which may arise. Additionally, more effective sequential flushing of water lines will assure the customer receives a continuous high quality drinking water. c Page 5 / FIELD OPERATIONS BRIEF SCOPE OF DEPARTMENT: Maintain water distribution system through repairs, inspections and additions to provide constant supply of water at good pressure. Repair and upkeep of all hydrants. Install all new meters, test meters and replace as necessary. Keep all plans of the system complete and up to date. Read all meters in a timely manner. GOALS: 1. To maXlmlze fire protection through hydrant installations and water line construction. 2. To install new services as soon as possible after receipt of service order. 3. To respond to all breaks immediately upon notification. 4. To keep all hydrants in constant, good working order. 5. To update and maintain all plans of the system. 6. Establish and maintain complete records of activities. 7. To ensure monthly meter readings of all customer accounts are completed accurately and on schedule. 8. To minimize customer complaints. 9. To develop a more rigorous hydrant up-keep and flushing program. 10. To maintain an ongoing cross connections control program. OBJECTIVES: 1. Repair all system breaks promptly. 2. Provide line locations prior to digging by others. 3. Maintain adequate and complete inventory. 4. Monthly reading of all water meters on a timely basis. 5. Replace all broken meter boxes and lids as needed. 6. Monitor the system through testing and flushing water mains. SERVICE MEASURES: FY 92 FY 91 1. Meters Installed 2. Sewer Connections Installed 3. System Leaks Repaired 4. Meters Replaced 5. Hydrants Installed 6. 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GOALS 1 ) By the beginning of January 1993, provide 24 hourI 7 day per week career staffing of one Rescue Engine by a minimum of 2 EMTlFlrefighters. :\ 2) By the beginning of January 1995, provide Advanced Life Support (Paramedic) level EMS with a 3 person, A.L.S. equipped Engine Co. 3 ) By the end of December 1993, have a comprehensive Emergency Management Preparedness (Civil Defense) Plan completed. 4) By the end of December 1993, have MSDS Information computerized and available for Emergency Incident MItigation efforts. 5) By the beginning of October 1992, have Employee Incentive Pay Program In effect. 6) By December 01, 1993 have the testing for DrlverlPump Operator completed and promotions made. 7) By the end of 01 June 1993 have all career supervlsorsFL Certified at Company Officer level. 8) Beginning January 1993, begin phased compliance with NFPA 1500 with regards to FlrelRescue Occupational Health and Safety. 9) By 01 June 1993, have comprehensive Fire Prevention and Protection Ordinance before City Council.,. 10) By 01 June 1997, have FlrelRescue station '2 (relocated In the South end of town) operating with a 2 person A.L.S. crew. 11) By the end of December 1993, have a comprehensive pre-Incident planning program formalized. computerized. and operational. t ~'.' , EDaEk1.A'JER'8 L ut; TOR.CE tI) E-4 Z Z ~ ::s 0 ~ E=: u 0 ~ ~ ~ ~ . . tI) 2S ~ 25 0 0 ~ ~ E-4 ~ ~ u - ~ u ~ tI) e3 0 ~ tI) ~ ~ ~ ~ z ~ tI) tI) 0 ~ ~ ~ ~ tI) . . ~ > ~ . . 0 . . ~ 0 ~ z ~ - E-4 ::s ::I: ; 0 tI) ~ ::J ~ E-4 tI) ~ Q tI) ~ E-4 ~ ~ <( ~ ~ tI) ::s ~ ~ ~ Q Q ~ :z u ~ Q tI) E-4 ~ ::J <( <( tI) 0 E-4 U j:Q ~ ~ tI) Q Z 0 ~ - ~ E-4 E-4 ~ E-4 0 ~ ::J - I - tI) ~ u - ~ E-4 E-4 tI) Q tI) ~ - ~ ~ u ~ tI) ::I: tI) tI) ~ tI) ~ ~ 0 ::l 0 Q 0 ~ ~ ~ - ~ ~ > ~ > > 0 E-4 E-4 25 ~ tI) ~ ~ Q ~ Q ~ . . . . .. ,f fG Ii1 :E: Eof = PI Ii1 Q Q fIC Ii1 = Eof Z Ii1 :E: Eof = PI Ii1 Q Eof a CD 1-1 CD CD fIC >4 Eof 1-1 ..::a 1-1 Eof C ClI: Ii1 ~ Ie ~ o Eof CD Eof Z Ii1 :E: Eof = PI Ii1 Q Eof Ii1 Ii1 ClI: Eof CD Ii1 o = Z Ii1 Eof Z ... ~ C>> Z ... 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The City tif11 recognize the following as paid holidays: Neti Year's Day Pres ident' s Day Hartin Luther King's 8irthday Good Friday Hemorial Day Independence Day Labor Day Thanksgiving Day and the Day After Thanksgiving Christmas Day Three (3) Personal Days: (Hust be taken tiithin that anniversary year, and cannot be carried over fraTJ year to year, and the etTfJloyee cannot receive pay in lieu of time off. The etIf1loyee may not exceed more than two (2) working days off in a row and I1IJst have the supervisor's approva I, after giving a forty-eight (48) consecutive hour notice, except in emergency, of the des ire to take a persona I day off.) 8. Whenever a holiday falls on Sunday, the follOtting Honday is considered the holiday. C. Whenever a holidays falls on Saturday, the preceding Friday is considered the holiday. Revis ion September I, 1992 42 ;;~", ,; " ( 8.02 VACATION A. All employees of the City shall be entitled to vacation leave and canpensation therefor under the following terms and conditions: 1. Employees covered by this section shall be entitled to annual vacation leave with pay at the employees's regular rate of pay, on the following basis: Time in City Service Vacation Leave Less than 1 year o work days 1-4 years 12 work days 5-10 years 18 work days 11 years 24 work days 12 years 25 work days 13 years 26 work days 14 years 27 work days 15 years 28 work days 16 years 29 work days 17 years and over 30 work days 2. For the purpose of ca lcu lating accrued vacation time, the date of employment by the City sha 11 be the date the employee began his employment and on each year's anniversary date thereafter said employee shall be deemed to have worked a full year. No employee shall be entitled to vacation time without having completed a full year's employment. 3. A mlnil1lJm of one half of accrued vacation time l1IJst be taken within any given anniversary period. The remaining portion of accrued vacation time may be carried into the following work year but l1IJst be taken within that anniversary period. Compensation may be received in an amount not to exceed one (1) week. If manpower is not available in any department, vacation may be carried over to the new anniversary period with the approval of the City Manager. 4. Upon termination of employment in good standing, an employee shall be paid for any unused portion of accrued vacation time which shall be prorated on a monthly basis from the last ann Iversary date. Revis ion September 1, 1992 43 ~: , CITY OF EDGEWATER ADVISORY BOARDS DECEMBER 1992 UPDATED BEAlJTlllCATION COMMITfEE 5 MEMBERS, MEETING: 2ND TUESDAY (3 Year terms) BETTY ROSSMAN 2803 Juniper 427-9992 H TANINA PALERMO 2105 S. Riverside 427-2439 H DORIS STUMP 2512 22nd Street 427-9672 H LINDA ANN SULLIVAN 3327 Mango Tree Dr. 428-0140 H 427-5322(3449) FELICIA VER WAY 2310 Yule Tree 427-4504 H BICYCLEIPEDESTRIAN ADVISORY CO:MMI'ITEE (ESTABLISHED MAY 4, 1992) JACK CORDER 2620 Orange Tree 426-2292 W PAT KUHN 1869 Sabal Palm 423-3762 H EDIE WILLIAMS 1869 Sabal Palm 423-3762 H DONALD A. SCHMIDT 1723 Lime Tree Dr. 423-0585 H NORAJANE GILLESPIE 1719 Willow Oak Dr. 428-9440 H LOUISE MARTIN 1409 S. Riverside Dr. 428-4097 H KIRK JONES 428 Perdita 427-5697 H 423-8427 W MARK KARET (10-12-92-Rev. ) 427-1638 W \ . '... 1 Aug 6, 1995 Aug 6, 1993 Auq 17, 1995 Aug 6, 1993 Aug 6, 1994 , I BUILDING TRADES REGULATORY AND APPEAlS BOARD 7 MEMBERS MEETING: 3RD THURSDAY IN JANUARY,MARCH,MAY,JULY SEPTEMBER,NOVEMBER GARY BUTT 427-1531 W 4-20-93 1429 Orange Tree Drive 427-2635 H JOHN CIAFFONI 426-0623 H 4-20-93 701 Maralyn Ave New Smyrna Bch, Fl. 32169 ., DOUGLAS COLE 427-7440 H 2-16-93 .. 1507 Mango Tree Dr. ROBERT HOWARD* 427-2419 H 2-16-93 602 Indian River Blvd. MICHAEL C. NELSON 428-0676 H 2-16-94 3034 Woodland LES OGRAM 423-0416 W 2-16-93 2204 Yule Tree Dr. 428-5758 H LESTER YARNELL 428-4960 H 2-16-93 2204 Mango Tree Dr. 2 CITY MANAGER'S ADVISORY COl\1MITTEE LISA KRUCKMEYER DEBBIE SIGLER ALT. CITY CLERK'S DEPT. CITY CLERK'S DEPT. BRUCE BERGSTORM CITY ENGINEER'S DEPT. SUE KOSER CITY MANAGER'S DEPT. BEVERLY KINNEY JAN MORRIS ALT. COMMUNITY DEVELOPMENT COMMUNITY DEVELOPMENT KATHY CORNELIUS DONNA LOONEY ALT. FINANCE DEPARTMENT FINANCE DEPARTMENT MICHAEL HAYES LISA WARREN ALT. FIRE FIRE GARY CONROY JOE SUSTRICH ALT. POLICE POLICE CHARLES CHAMBERLIN TYNA HILTON ALT. PUBLIC WORKS PUBLIC WORKS KARL LOONEY DAVE L'HEURUEX ALT. WATER WATER ERIC BOSSE JOHN VOLKMANN ALT. WASTEWATER WASTEWATER WAYNE NICHOLS GRAYSON AUTRY ALT. FIELD OPERATIONS FIELD OPERATIONS MARYLOU MCDONALD BARBARA KOWALL PARKS AND RECREATION PARKS AND RECREATION (5-5-92 Rev.) 3 ,:::..,:", CITIZENS COUNCIL ADVISORY COMMITTEE Dissolve upon completion of its task or by November 1992 DELORES (DEE) CUCANICH 1906 Travelers Palm 428-9912 H DR. CHARLES G. GEBELEIN 1730 Umbrella Tree 427-9930 H JAMES MACKIE JR. 1602 S. Riverside Dr. 427-3683 H JANET C. PTASZEK 2616 Yule Tree Dr. 427-8210 H 428-9094 W ... '. SHIRLEY R. ROBERTS 423 N. Riverside Dr. 427-7738 H CHARLENE J. DENNIS 2010 Orange Tree Dr. 427-6360 H PATRICIA MONTROWL 331 Schooner Ave. 423-4020 H CITIZEN CODE ENFORCEMENT BOARD 7 MEMBERS (3YEARS) MEETING: LAST THURSDAY MAUREEN BORNER 2409 Yule Tree Drive 427-9891 H 7-01-94 JEANNE DELNIGRO 3130 Tamarind Dr. 423-0123 5-08 93 GEORGE COWAN* 2217 Orange Tree 426-0300 H 8-02-94 DELORES CUCANICH 1906 Travelers Palm 428-9912 H 5-08-93 AIMEE H MASON 511 N. Riverside Dr 428-8553 5-18-95 DONALD A. SCHMIDT 1723 Lime Tree Dr. 423-0585 H 8-2-94 JOAN STRONG P.O. Box 1015 (8-4-92) 428-5064 H 5-18-95 4 FlREMENS PENSION TRUST FUND WILLIAM VOLA P.O. Box 100 9-21-94 423-4413 W JAMES CASTETTER P.O. Box 100 1-6-94 423-4413 W AL GILBERT* 2025 Needle Palm 423-9405 H 3-18-93 ROBERT JOHN MORIN 1410 Mango Tree Dr. 423-3584 H 9-21-94 WILLIAM "BEN"WAGNER 3036 Travelers Palm 427-2407 H 9-21-94 GENERAL EMPLOYEES PENSION BOARD 6 MEMBER BOARD (2YEARS) MAYOR HAYMAN* 428-3245 W Permanent P.O. Box 100 CITY CLERK WADSWORTH 428-3245 W Permanent P.O. Box 100 427-5489 H REV. HARVEY HARDIN 428-6372 H 7-1-93 207 Hubbell Street JAN MORRIS 427-2500 3-16-94 P.O. BOX 100 TYNA HILTON 428-5815 3-16-94 P.O. BOX 100 LYNNE PLASKETT 427-2500 3-16-94 P.O. BOX 100 (9-28-92-rev) . . ~. 5 INDUSTRIAL DEVELOPMENT BOARD (7 MEMBERS-3 YEAR TERMS) MEETINGS: FIRST. THURSDAY RICHARD T. KOWALEWSKI 423-1109 H 4-6-95 3218 Juniper Dr SCOTT PORTA 423-4251 H 4-6-95 1818 Date Palm 428-7417 W JOHN MOONEN 428-3995 H 7-1-94 4 Denson Dr. JOE MARTIN*(school 239-6749) 423-8988 H 7-01-94 12 Woodlake Dr. P.Orange AGNES RYMSZA 428-8375 H 7-01-94 126 W. Connecticut 428-1040 W NANCY SHOEMAKER SWINEY 428-5080 W 8-06-94 1001 S.Ridgewood Ave. PHILLIP FONG 423-0351 H 7-01-94 3800 Saxon Dr. NSB LAND DEVELOPMENT AND REGULATORY AGENCY 7 MEMBERS (3YEARS) MEETINGS:2ND AND 4TH THURSDAY ROBERT GARTHWAITE 428-4490 H 3-07-94 10 Lee Drive DOMINICK FAZZONE 423-1332 H 3-07-94 302 Paradise Lane C. PETER HELLSTEN* 423-1764 H 3-16-95 1717 B.S. Riverside Drive 239-6744 W RONALD HILDENBRAND 428-7334 H 3-07-93 114 Naranga Dr. BILLY KLEIN 423-1345 H 3-07-93 2910 Needle Palm DONALD D. MASSO 427-7955 H 9-21-95 317 Pine Breeze Dr. GEORGE EWING 423-7688 H 3-7-94 2923 Royal Palm P.O. Box 127 6 .-.".'. - .:.'.~>.' ~' LmRARY BOARD BY LAWS: 5 MEMBER (3YEARS) MEETINGS: (3 TIMES ANNUALLY) LILIAN BOND-NELSON P.O. Box 523 JEANETTE DUDLEY 1822 Banyan Tree Dr. JEAN HAUGHWOUT 204 N. Riverside Dr. MARY RICE* 131 E. pine Bluff LAURETTA SHAFER P.O. Box 493 PARKS AND RECREATION BOARD 5 MEMBERS (3 YEARS) 1ST WEDNESDAY JOHN CORY 427 Perdita LAWRENCE LANCHONEY 110 Lincoln Rd. DANNY K. HATFIELD 231 N. Old County Rd. THOMAS TIPTON JR 2412 Unity Tree Dr. SHARON MOONEY HERRMAN 1910 Umbrella Tree (6-16-92.rev. ) \ .: 427-2434 1-17-95 427-4537 2-04-94 428-4276 1-17-95 428-8620 1-19-93 427-1696 2-04-94 427-6860 5-17-95 427-9021 7-1-94 427-6287 5-17-93 428-3032 7-1-94 427-1041 85%7-93 7 ;.' ,-." ;.;. .';.:' ;.:~;~~.; ( POLICE PENSION BOARD 5 MEMBERS (2YEARS) GARY CONROY 427-4103 12-14-94 P.O. Box 100 RUTH M. GARVEY 423-4021 12-14-94 .. 1404 S. Riverside Dr. .. .. RUTH O'ROURKE 04-03-93 132 E. Conn. Ave 427-5284 JOHN J. BORZNER 427-2846 3-2-94 2702 22nd st LARRY WESTFALL 427-4103 12-14-94 P.O. Box 100 POLICE CHAPLAIN Rev. Dr. Lawrence Tee 114 W. Ocean Ave. 428-6327 12-15-92 rev c 8 VETERANS PARK ADVISORY COMMITrEE LOUISE MARTIN (lYEAR TERM) 1409 S. Riverside Dr. (Councilperson) 428-4097 H 2-2-93 ":. SAM MANCINO (1 YEAR TERM) 3102 Mango Tree Dr. (DAV Chapter 145) WILLIAM BERG (2Year Term) 3035 Needle Palm (Amer. Legion 285) WILLIAM MULLER (3Year Term) 17 Wildwood Drive (VFW Post 4532) JACK CORDER 2620 Orange Tree Dr. Permanent 426-2083 H 2-2-93 428-0901 H 2-2-94 423-4866 2-2-95 423-9640 H 426-2292 W) (rev. 2-2-92) 9 . ,..<. '~'.~: ~~- .;~ OTIIER APPOINTMENTS VOLUSIA COUNTY METROPOLITAN PLANNING ORGANIZATION CITIZENS ADVISORY COMMITTEE DOMINICK FAZZONE 302 Paradise Lane VOLUSIA COUNTY GROWTH MANAGEMENT COMMISSION JACK PATRICK 1001 Regent st. VOLUSIA COUNCIL OF GOVERNMENTS MAYOR HAYMAN 3003 Travelers Palm VOLUSIA COUNTY METROPOLITAN PLANNING ORGANIZATION MAYOR HAYMAN 3003 Travelers Palm VOLUSIA COUNTY METROPOLITAN PLANNING ORGANIZATION BICYCLE/PEDESTRIAN ADVISORY COMMITTEE NORAJANE GILLESPIE 1719 Willow Oak Dr. VOLUSIA COUNTY BEACH TRUST COMMISSION ROBERT E. MCINTOSH 2921 SABAL PALM 12-14-92 \. 10 423-1332 H 423-3163 H 423-2067 H 432-2067 H 428-9440 H 423-0889 H ....; .-.,;'-,. r.l ~ ~ r.l 1"'4 ~ ~ E-4 t) tI.l 0 ~ !:l:: tI.l E-4 tI.l tI.l ~ t) 0 '<:l' !:l:: ~ ....... tI.l ::E: ~ ~ ..:I E-4 ~ tI.l 0 >I ~ tI.l ~ It'l ~ M 8 N ( rI.) rI.) ~ ( ~ rI.l """ v 8 B rI.l ::s o ~ ..= .->- = .9 0- .- ~ .- tU -- -::s ::so -a 19 - ~ - tU ~o ::s> 0_ rI.l V """ ~ = c.. c:.-::: 0 v" "._ - 0 0 eo..=.- .. = =rI.l~Vv .- """ ~ eo- ]]!j] c..~ tU 0 V ~~-<u~ ~ .- - .- ~ = 5 o o tU rI.l rI.l V = V > v ..= 0 o eo a ~=""" f.i-l . - (1) =(1)8- o ..._ B .;; ~ - .. .- 0 .. eo rI.l > = eo = ~ _ (1) =._ ~ """ 'oJ .- .- ~ - tU tU 0 = .-::> 0'-.- ::s ~ """ c:= tU.- C" v ~(1).t::-5v""" -< l=Q~E-4E-4~~ \.. i \ ( . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CI) ~ 1&1 . . > ~ U E-t H . CJ . 0 :z: E-4 ~~ ~ CJ . . ~ ~ I&1Ul 1"':)1&1 . . E-t lXlH OUl If( OCJ . ~:3 . E-t H C/') Z Ul Z..:l ~ ~:e: . 00 H ~ ~ :z: H~ . CJ . 0 E-4 ~ H H ~+ . ..:J . C/') 0 C/') 0 . I:l4 . s: H ~ Q4 :IE ~ . 0 . 0 ~ ~ C/') CJ . j . ~ . ~ C/') Ul . ~ ~ rz:I Cot ~ Ul ~ . > H 1&1 . ~ H ..:l E-t CJ . E-t If( H~H . 0 CJ :z: > > ~ . :a: ~ 0 H ~ . t') H CJ ~ . ~ j:Q C/') If( C/') . 0 0 H . = > . U E-t H . ~ :z: 0 . ~ ~ . ~ . ~ > . ~ ~ . 4oIrl&1Ul ~ ~ l:ll:i~ . I:l4 . Z ::J rz:I 0 I:l4 OI&4Ul . 0 . :z: HOUl Ul ~ H E-t H . ~ . ..:J fl(E-t CJZCJ . ~ H HI&1H CJ ~ CJ ~.:e:CJ . 0 . :z: HUl~ ~ ::J E-4UlE-t . Cot . 0 Z~~ CJ I&1Ul . . CUlE-t Hfl(Ul . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C DIRECTORY FOR CITY OFFICIALS , DEPARTMENT 8EADS CITY BALL FAX 904-427-2'75 KAYOR JACK 8. HAYKAII 3003 TRAVELERS PALM (PAGER) 426-1142 COUNCILMAN DISTRICT 1 KIRK E. JONES 428 PBRDITA EDGBWATBR, FLORIDA 32132 8-423-2067 8-427-5697 .-424-2215 COUNCILPBRSOBDISTRICT 2 LOUISE KARTIB 1409 S. RIVERSIDE DRIVE EDGBWATER, FLORIDA 32132 8-428-4097 COUNCILMAN DISTRICT 3 MICHAEL D. HAYS 2319 UMBRELLA TREE DRIVE EDGBWATBR, FLORIDA 32141 (BEEPER 238-4220) COUNCILXAB DISTRICT 4 DAVID L. MITCHUM 2946 ORABGE TREE 8-423-2073 8-427-30" .-407-26'-3311 City Manager George E. McMahon W-423-8001 H-423-3259 Finance Director Fred Munoz W-427-4102 City Clerk Susan Wadsworth W-428-3245 Director of Community Dev. Mark Karet City Engineer Kyle Fegley W-427-1638 W-428-5815 Police Chief Lawrence Schumaker W-427-4103 Director of utilities Terry Wadsworth Director of PUblic Works Carl Overstreet W-427-0112 W-428-5815 Director of Parks and Recreation Jack Corder W-426-2292 Fire Chief William C. Vola (pager 426-1004) W-423-4413 Building Official City Attorney Krista A. Storey W-428-3245 Consulting Engineers Dyer, Riddle,Mills & Precourt City Auditors Ernst Young 407-896-0594 FAX 407-896-4836 407-872-6600 904-255-1981 FAX 407-255-8030 ..1 UPDATE 11-17-92 MEMORANDUM (- DATE: December 8, 1992 TO: Personnel Department and All Department Heads PROX: George E. McMahon, City Manager J3. '?" . SUBJECT: Personnel System/Classification and "Pay for Performance" Summary ================================================================= The City of Edgewater has enacted a "Pay for Performance" compensation system, based on the Hammack Enterprises Study, which included the following: 1. Comprehensive job skills inventory and analysis. 2. Revisions and updates of all job descriptions after reviewellt with each employee and department head, and approved by the City Manager. 3. Classification of every City position based on point factoring with pre-determined points for critical job skills. 4. Establishing pay ranges (minimum, mid-point, and maximum) subsequent to a thorough market analysis of comparable jobs and skills of this area's public and private employers. The adoption of the City's Pay for Performance Plan was enacted by City Council Resolution 92-R-19 and the City's Personnel Policy and Procedure Manual was enacted by City Council Resolution 92-R-23. Following the enactment of the above referenced resolutions and adopted 1992-93 fiscal year City budget, all City employees were brought up to the minimum salary of respective salary ranges, with the exception of the City Manager and City Attorney who serve at the will and compensation established by the City Council. The City job list by title, classification, and salary range is enclosed for reference, as well as the decision models for implementing and managing the pay for performance system. The City implemented the pay for performance plan using the enclosed pay for performance reference manual, performance appraisal guide, appraisal instrument, and adrninistrati ve guidelines for the compensation system maintenance. ~ .....~~T'.~~.."... . ( Personnel System/Classification and "Pay for Performance" Summary December 8, 1992 - Page Two The City Manager is responsible for the fair and objective management, including the appeal process for all employees, and the overall management of the City's personnel system, plan and policies. The City Manager shall be assisted in administration of this system by the City's Personnel Officer or Technician. The process of establishing performance standards and reviewing all employee performance and appraisal for compensation, salary, and progression setting of new goals and objectives, shall be completed annually, with the exception of the recently employed "probationary employees" , who shall be evaluated after six (6) months probationary employment. Standards for evaluation and appraisal shall be measurable, observable, and documented, as discussed and communicated to each employee. Appeals of standards may be directed to the department head and City Manager, as necessary. Final determination of standards shall be made by the City Manager. The City Manager and each department head shall meet and discuss employee progress and performance every six months to direct appropriate action by the employee for improvements. Assessment of the six month discussion will be made at the end of the first year after plan implementation. Salary compensation for performance shall be subject to and distributed annually, in compliance with the City annual budget within thirty (30) days of October 1. All employees shall be evaluated annually, and when an employee has reached the maximum of a pay range, pay for performance shall be made by lump sum, but shall not apply to regular pay received. Pay ranges will only be effected by market study analysis, cost of living, or reclassification of positions. GEM:lsk Attachments ~ ... ~~,:..".' \: CITY OF EDGEWATER PAGE: 2 ;/. .xJ8 LIST BY POINTS . .. . . .SAlARY RANGES....... TITlE DESCRIPTION DEPT DESCRIPTION MINIMUM MID-POINT MAXIMUM ......................... ................... ........ ......... ....... PARKS FOREMAN PARKS AND RECREATION 19,630 23,556 27,482 ENGINEERING TECHNICIAN ENGINEERING 20,651 24,782 28,912 SAFETY DIRECTOR/RISK MGR COMMUNITY DEVELOPMENT 20,651 24,782 28,912 PATROL OFFICER POLICE/PATROL 20.651 24,782 28,912 RECREATION SUPERVISOR PARKS AND RECREATION 20,651 24,782 28,912 TRAFFIC OFFICER POLICE/PATROL 20,651 24,782 28,912 TRAFFIC/PATROL OFFICER POLICE/PATROL 20,651 24,782 28,912 DRIVER/OPERATOR FIRE AND RESCUE 21.673 26,008 30,342 .- COMMUNICATIONS SUPERVISOR POLICE/COMMUNICATIONS 21.673 26,008 30,342 RECORDS. SUPV/PUBLIC INFO OFF POll CE 21,673 26,008 30,342 INVESTIGATOR POLICE/DETECTIVE 21,673 26,008 30,342 D.A.R.E. OFFICER POLICE/DETECTIVE 21,673 26,008 30,342 PERSONNEL TECHNICIAN CITY CLERK 21,673 26,008 30,342 EXECUTIVE ASSISTANT CITY MANAGER 22.695 27,233 31,772 LIFE SAFETY INSPECTOR FIRE AND RESCUE 22,695 27,233 31,772 BUILD INSP (PLUMB/STRUCT) PLANNING DEVELOP/BUILD 22,695 27,233 31,772 BUILD INSP (ELECT/MECH) PLANNING DEVELOP/BUILD 22,695 27,233 31,772 STREETS SUPV/STORMWATER PUBLIC WORKS/STREET 23,716 28,459 33,202 SANITATION SUPERVISOR PUBLIC WORKS/REFUSE 23,716 28,459 33,202 FIELD OPERATIONS SUPV UTILITIES/FIELO OPERATIONS 24,738 29,685 34,633 WASTEWATER PLANT SUPV UTILITIES/WASTEWATER PLT 25,759 30,911 36,063 PATROL SERGEANT POLICE/PATROL 26,781 32,137 37,493 DETECTIVE SERGEANT POLICE/DETECTIVE 26,781 32,137 37,493 WATER PLANT SUPERVISOR UTILITIES/WATER PLANT 26,781 32,137 37,493 ASSIST COMM DEV DIRECTOR COMMUNITY DEVELOPMENT 26,781 32,137 37,493 ASSIST FINANCE DIRECTOR FINANCE 27,802 33,363 38,923 ASSIST PARKS & REC DIR PARKS AND RECREATION 27,802 33,363 38,923 ASSIST DIR OF UTILITIES UTILITIES 28,824 34,588 40,353 LIEUTENANT FIRE AND RESCUE 28,824 34,588 40,353 ASSIST DIR OF PUBLIC WORKS PUBLIC WORKS 29.845 35,814 41,783 LIEUTENANT - OPERATIONS POLICE/PATROL 29,845 35,814 41,783 LIEUTENANT POll CE 29,845 35,814 41,783 BUILDING OFFICIAL PLANNING DEVELOP/BUILD 30,867 37,040 43,213 CITY CLERK CITY CLERK 30,867 37,040 43,213 PARKS & RECREATION DIR PARKS AND RECREATION 33,931 40,718 47,504 COMMUNITY DEVELOPMENT DIR COMMUNITY DEVELOPMENT 36,996 44,395 51,794 FIRE CHIEF FIRE AND RESCUE 36,996 44,395 51,794 FINANCE DIRECTOR FINANCE 38,017 45,621 53,224 DIRECTOR, PUBLIC WORKS PUBLI C WORKS 38,017 45,621 53,224 DIRECTOR OF UTILITIES UTILITIES 39.039 46,847 54,654 CITY ENGINEER ENGINEERING 41,082 49,298 57,515 POLICE CHIEF POll CE 41,082 49,298 57,515 C!TY MANAGER CITY MANAGER 49,254 59,105 68,956 , \. 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(: c Pay-for-Performance Reference Manual HAMMACK ENTERPRISES for City of Edgewater AUGUST 1992 roo 0 o. 0 \ '- CITY OF EDGEWATER TABLE OF CONTENTS Section 1 2 3 Introduction Study Overview Findings and Recommendations Page 2 3 4 "::.... 1 INTRODUCTION Rewarding employees for their work is a fundamental and important part of human resources management. However today's business climate demands that reward systems deliver more than a mere process. Organizational success is dependent upon the proper identificatio~ selection, evaluatio~ remuneration and development of quality employees. By understanding the importance of the reward system as a powerful management tool, Hammack Enterprises develops pay-for-performance systems which work as an integrated part of the entire compensation plan. In this manner an organization is able to admini~ter a compensation program which works as one comprehensive and integrated whole. The Pay-for-Performance Study has been conducted in accordance with Edgewater's pay philosophy, strategy, and organizational needs. The system developed is based on a 'pure' pay-for-performance concept designed to reward employees on their demonstrated job performance. Other reward systems for longevity, employee recognition/appreciation, etc., were not addressed in the study; however is widely recognized that such programs are highly effective when used as additional and supplemental processes as appropriate. \ '- 2 STUDY OVERVIEW The design of Edgewater's pay-for-performance system included several steps to assure the establishment of legally sound, viable, and effective program. In designing Edgewater's Pay- for-Performance System, the study involved the following steps: Assessment of Pay10r-Performance Philosophy, Strategy, and Needs Hammack Enterprises held meetings with Edgewater Management regarding the concerns of the organization as it related to pay-for-performance practices; related and necessary information was collected and recorded. Alternatives and recommendations were provided and discussed until appropriate decisions were made with respect to the systems design and development. Department Head Meetings Hammack Enterprises met with all Department Heads to discuss the established premises for the System's design. Department Heads were given the opportunity participate in the design process by selecting and/or developing performance measurement criteria which would be most useful to their respective departments and jobs. Other design characteristics were agreed upon as appropriate. Additionally, Hammack Enterprises provided instruction to Department Heads on the proper llse and application of the performance appraisal instruments, legal issues pertaining to performance appraisal, employee development, documentation of employee performance, developing performance standards and specific measurement criteria, how pay-for-performance will be computed, and other pay-for-performance topics. Final Development of Instruments Hammack Enterprises compiled the information collected from management and Department Heads for the development of final appraisal instruments. The final appraisal instruments included performance traits and areas for performance standards, specific measurement criteria, justification/comments, and suggestions for improvement/self development. (See instrument). I ',,- . 1992 1&"""-' &tcrprisca "3 3 /' FINDINGS AND RECOMMENDATIONS Pay-lor-Performance Study Findings Hammack Enterprises assessed Edgewater's current merit processes and appraisal forms for general effectiveness and integrity. Though sound in principle, the forms in current use by Edgewater were found to be limited in their ability to facilitate an effective performance review process. Inadequacies included vague performance criteria (performance traits) which were being applied to all employees. The result was a weak to insufficient relationship between bona-fide job requirements and expected employee performance. This problem is often found in public sector and other organizations whose workforce is very diverse with respect to job content. Additionally the instrument provided little to no medium for communicating specific performance expectations, providing documentation to justify ratings, and providing for processes which would assist management in developing employee skills and job performance. The instruments developed for the City of Edgewater by Hammack Enterprises and recommended for use include several types of performance factors i.e. Performance Traits, Performance Standards, and Specific Measurement Criteria. Each area enables the user to define bona-fide job requirements in a broad to very specific manner. The benefits will be precise communication of performance expectations for every job, while maintaining the ability to maintain a 'common thread' of purpose and expectation among all employees. After compiling traits selected by Department Heads it was found that a common consensus was agreed upon for four of six possible performance traits. The remaining two performance traits differed for each department as requested. In addition it was requested that a different performance appraisal instrument (with applicable traits) be made available for clerical/office support jobs. Enabling each department or 'appraisal classification' to have their own selected and developed performance traits, results in a more useful set of performance criteria for each job. This in addition to the Performance Standards to be developed for each job provides an appraisal instrument which will have a meaningful purpose and application as a management tool. Furthermore, the user may assign a relative weight to the set of performance traits and the set of performance standards. \. 1m JIa...---.. BatcrpriKII hF4 ( The assignment of weights to each individual performance trait and standard is not necessary due to the selection and development process of measurement criteria for each department. (Each employee's performance will be appraised only on those criteria which are pertinent to their respective job. Non-pertinent criteria are not used, thus weighting each criteria based on relative applicability becomes unnecessary.) Administrative Recommendations/Guidelines Hammack Enterprises submits the following administrative recommendations to Edgewater. 1. Designate an authority to ensure that the performance review process is conducted in a fair equitable manner consistent with Edgewater's philosophy. Whether a committee, or designated individual, this authority would be responsible for hearing appeals pertaining to performance reviews and initiating corrective action. This would include the authority to suspend appraisal ratings until further justification can be obtained to make recommendations/decisions, or to reject/approve ratings as appropriate. 2. Require that extreme ratings (Unacceptable or Outstanding) assigned to any performance criteria be supported by completion of the 'Justifications/Comments' area on the performance appraisal instrument. 3. Compute employee increase amounts on the respective employee's pay grade midpoint, rather than current salaries. This approach should greatly improve the acceptance of the pay-for-performance concept among employees. Several additional benefits are derived from basing increases on respective pay grade midpoints including ease of administration, better movement of employee . pay through there respective pay ranges in accordance performallce, and subsequent improvement in maintaining the integrity of Edgewater's pay structure. Explanation: By computing increases on respective pay grade midpoints instead of current salaries, pay-for-performance will be distributed in equal dollars, instead of percentages. The advantage of this is illustrated below: 1992 1&---' BaterpriRa hpS Example: Employee A, B, and C all perform the same job, and likewise share the same pay grade. For any reason, employee A s salary is towards the minimum of the pay grade, let's say ($10000), employee B's salary is at the midpoint, or ($12000), and employee CS towards the maximum, or ($14000). Each employee has received equal performance ratings of 3.12, thus inferring that each employee had equal performance and contributed equally to the department and organization. The designated increase percentage for this 3.12 rating is 5.0%. Thus if we compute each employees pay-for-performance on current salary, we reward employee A $500, employee B $600, and employee C $700. This method results in rewarding employee A 40% less pay-for-performance than was awarded to employee C, and 20% less pay-for-performance than was awarded to employee B. Employees who perform the same job, who have equal performance, should be rewarded equally, not differently. Likewise, it is possible that employee C would receive an inferior rating to employee A s and yet still be rewarded more pay-for- performance than was awarded to employee A. Conversely, if each employee's increase is computed using the respective grade midpoint, or ($12000), each employee would then be awarded ($600), or equal amounts in accordance to equal performance and contribution. Additionally, employee A would approach the midpoint at a faster rate relative to performance, and employee C would not continue to accelerate out of the pay range. (This is an important part of maintaining the integrity of your pay system since pay ranges are designed to contain job pay rates.) increase Increase Current Grade Performance Designated Based on . Bmlm Employee Salary Midpoint Rating(1-5) Increase % Salary Mqxit A 10000 12000 3.12 5.0% 500 600 B 12000 12000 3.12 5.0% 600 600 C 14000 12000 3.12 5.0% 700 600 1992 p............. Eatcrprila Pap' ,~-,~;.: ( 4. Award lump sum bonuses for pay-for-performance amounts which may be over/above an employee's pay range maximum. In this manner, the employee is still duly rewarded for performance, though his/here base salary will never exceed the respective pay range maximum. 5. Establish one pay-for-performance budget from which all departments/employees will draw from. In this manner, the possibility of inconsistent dollar amounts being awarded employees will be eliminated. Thus any employee with the same rating, and · same job grade would receive the same amount of pay-for-performance without regard to differences in job, department, location, etc. · All jobs which share the same pay grade, regardless of title or department, are of the same relative value to the organization as determined in the job analysis and job evaluation process. Based on this premise, pay-for-performance amounts should always be of the same relative amount. 6. Provide a pay-for-performance budget which will enable Edgewater to establish and maintain pay rates which are competitive with the labor market. This should occur in conjunction with the annual moveme~t of the pay structure/schedule forward in accordance to labor market requirements. Example: If the cost of labor has increased by 4.0%, (or Edgewater is lagging the labor market by 4.0%) then Edgewater should move their pay-ranges forward by 4.0% in order to remain competitive. An employees' position in the new (moved) ranges will be dependent upon t/zeir performance. If ranges moved forward by 4.0%, then an employee whose performance fully meets Edgewater's performance requirements/expectations should receive at least 4.0% in order to remain at a competitive rate of pay. 7. Avoid giving across the board increases. Across the board increases do not reward employees in accordance to performance and often diminish employee moral. This action actually punishes employees who have demonstrated good to outstanding performance by disregarding their efforts and sends a message that poor or inferior performance is acceptable and rewarded. \:. U9Z 1&-- P.aa:IpriKa .... 7 / ( 8. Conduct all pay-for-performance appraisal ratings on a calendar year basis instead of employee date of. hire anniversary dates. This will greatly improve the quality of relative employee performance ratings because different employees will not be as subject to rater inconsistencies/biases which occur when all appraisals are not conducted within a relative time span. Additionally, administration and control will benefit from easier, less time consuming grouped processing. (. ',,' 199Z JI---Ir P.atI:rpIiIa .... "'r;~t.1::.r': Performance Appraisal Instrument Set-up and Usage Guidelines /-: f.. These are the Performance Appraisal Instruments which have been prepared for your department. Those with ivory covers are 'Supervisory' sets and those with white covers are 'Non-supervisory' sets. Use the 'Supervisory' instrument for employees who are accountable for the four supervisory performance criteria, listed on the 'Supervisory Traits' page. Use the 'Non-supervisory' instrument for all other employees. If necessary, use the 'Administration/Clerical' instrument for positions which may not fit your regular departmental instrument. You may need to request copies of 'Administrative/Clerical' instruments from the Personnel Department. Prepare one instrument for each job in your department. Where multiple incumbents perform the same job (sharing the same job title), you should make copies of the original instrument prepared for that job and distribute accordingly. Thus all employees performing the same job, will be measured against the same performance expectations, or measurement criteria. It is recommended that you give employees the opportunity to participate in development of their respective 'Specific Measurement Criteria' and 'Performance Standards'. Employees are much more likely to support the performance appraisal process if they took active part in developing it. Refer to your "Performance Appraisal Guidelines" booklet when developing 'Specific Measurement Criteria' and 'Performance Standards'. Change / edi t the performance appraisal instrt: ment as your departments/ organizations performance needs and expectations change. However anytime you change any performance expectation or cri~eria, remember to communicate same to the employee(s) who are to be effected. Each employee should sign their instrument at the beginning of each appraisal period, thus documenting their understanding of performance expectations as stated in the performance appraisal instrument. Use the performance appraisal instrument as often as needed to develop/improve employee performance. ~ Worksheet for Assigning Weights (. The performance appraisal instruments may be weighted in accordance to areas of performance importance, or priority. Department heads should assign weights to each performance appraisal set in accordance to departmental importance or priority. It is recommended that assigned weights be uniform for all employees in each department. You will need to establish one set of weights for any 'Supervisory Instruments', and one set of weights for 'Non-supervisory Instruments'. The reason for this is that 'Supervisory Instruments require three weights, and 'Non-supervisory Instruments' require only two weights. Each weight will represent the relative importance or priority of the performance criteria on that page. Each page represents either 'Supervisory Traits', 'Performance Traits', or 'Performance Standards'. Refer to the definitions of these terms in your Performance Appraisal Guidelines booklet. Each set of weights must add up to a total of 1.00. After assigning the weights below, please transfer the appropriate weights to each set of instruments. Example weights Weights for Supervisol)' Instruments Weights for Non-supervisol)' Instruments Supervisory Traits .40 Performance Traits .25 Performance Traits .45 Performance Standards .35 Performance Standards .55 Total 1.00 Total 1.00 Your assigned weights Department: Supervisory Instruments (if applicable) Non-supervisory Instruments Supervisory Traits Performance Traits Performance Traits ( "- Performance Standards Performance Standards Total .LOO Total .lOO 5 (' COMPENSATION SYSTEM MAINTENANCE In order for a compensation/classification system to remain effective over time it must be properly managed on a continued basis. Without constant maintenance any compensation/classification system will quickly become outdated, full of inequities, and useless if not harmful to the organization which employs it. There are two basic areas which require continued - maintenance: 1.) The general pay structure with respect to market .' competitiveness and 2.) Internal equity as established through job analysis and job evaluation. Hammack Enterprises is providing Edgewater with software which will greatly enhance the ability to properly maintain the compensation/ classification system. The software will enable Edgewater to evaluate jobs to maintain internal equity as well as make adjustments to the pay structure as required. It is important that Edgewater set up processes and procedures for maintaining internal equity as well as for determining appropriate market (pay structure) adjustments. It is recommended that Edgewater review/update all job descriptions at least annually. Job descriptions should be revised to meet job changes as they occur. Where significant changes in jobs occur those jobs should be re-evaluated to determine if re-classification is warranted. (Evaluations should be conducted by a trained evaluator and/or evaluation committee.) It is also recommended that an annual wage and salary survey be conducted by the City to determine movements in the 'Cost of Labor'. Though 'Cost of Living' indexes do reflect the purchasing power of employee dollars it does not determine the cost of labor, thus such indexes should not be sole influences as to appropriate pay structure adjustments. Hammack Enterprises will offer ongoing support to the evaluation of new of significantly changed jobs, modification of job descriptions, pricing hire rates for new jobs, recommending job. titles and job specifications, determining market rates, adjusting pay structures, etc. l HamJMClc Enlerpriscs (92) PapS 6 f ( -.. ADMINISTRATIVE GUIDELINES Salary Progression Within Pay Ranges Ranges provide for the progression of wages throughout each respective pay range. It is recommended that the ranges be used as much as possible to facilitate equitable pay practices. As employees who are hired at or about the minimum gain experience and proficiency in performing their job they should be moved through the range appropriately towards the midpoint. Upon reaching a level of total qualification and satisfactory job performance, the incumbents salary should be at or close to the respective range midpoint. Other factors as merit increases. longevity pay, or bonuses may also influence salary movement within each range. It is recommended that if an employee's salary is at or above the range maximum that the employee receive further pay increases (which do not require re-classification) by means of bontiS~~:! which are not added to the employees base salary. It should be noted that if the pay structure is adjusted annually with respect to the labor market, it will unlikely that employees will 'max out' for more than one year. Salary Progression Throughout Pay Grades Different pay grades and respective ranges represent different levels of job worth to the organization. Re-classification into new pay grades generally occur because of promotions. transfers, or significant job changes. Promotions Employees reclassified into a higher pay grade should be paid at least the minimum rate for the new pay range. If the promoted employee's current salary exceeds the new minimum rate for the new pay range then that employee should continue to be paid their current pay rate with consideration for up to a 5% increase being given upon completion of a 'probationary period'. ('-<- Hammack Enlerpriscs (92) Page 9 -. r.. \ HamllUlClc Enterprises (92). Demotions Employees reclassified into a lower pay grade should be handled on a situational basis. Generally the incumbent should be paid a salary within the new pay range, and should not exceed the maximum. 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