Scott A. Berg, 5th District Alderman, Brookfield, Wisconsin
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Comments in red are opinions by me.  Boldface type was added by me for emphasis.

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THESE ARE THE MINUTES OF THE PERSONNEL COMMITTEE MEETING HELD ON THURSDAY, OCTOBER 30, 2003 AT 7:00 P.M. IN THE MAIN CONFERENCE ROOM, 2000 N. CALHOUN ROAD, BROOKFIELD, WI.

ALDERMAN PONTO IN THE CHAIR

MEMBERS PRESENT: Alderman Clappier, Alderman Kilkenny, Alderman Wolff, and Alderman Garvens

MEMBERS ABSENT & EXCUSED: none

STAFF MEMBERS PRESENT: Director of Human Resources Jim Zwerlein, Director of Finance Robert Scott, Director of Information Technology Fred Miller, Director of Library Services, City Attorney Sue Schalig, Assistant City Attorney Karen Flaherty, Paralegal Laurie O’Shea and City Clerk, Kris Schmidt


The meeting was called to order by Alderman Ponto at 7:00 p.m.


2. Personnel Committee Minutes of October 14, 2003

Alderman Garvens moved approval of the minutes of October 14, 2003. The motion was seconded by Alderman Wolff and carried unanimously.


3. Discussion and possible action on a Resolution approving the City’s Health Insurance program for calendar year 2004.

Staff distributed documents* to the Committee. (*documents on file at the City Clerk’s office) The Committee was informed that the insurance quote that came in had a 27.8% increase. Staff was budgeting for a 20% increase. Staff developed a new option that takes into account the increase in medical as well as a favorable quote for dental from Fortis. Mr. Zwerlein and Mr. Scott met with Frank Haack and Associates, the insurance consultant, and developed a new option. The 2004 plan breakdown was discussed. If all the employees stayed with the standard plan, the increase would be 27.8%. If all employees took the alternative plan, the increase would be 1%. If 50% went with one plan and 50% went with the other, the increase would be 14%. Staff would recommend that the choice of insurance plans be limited to the value plan. By limiting the choice to the value plan, the cost differential would increase from $.77 to $1.13.

Alderman Kilkenny asked how this increase happened and why wasn’t there any advanced warning. Mr. Zwerlein stated the insurance claims in August were higher than normal. Due to the amount of the claims, we will hit the stop loss. Cost was 10% more than identified? An increase was expected and would have been more if we were not self insured. Robert stated that the lack of data contributed to the increase. There was only 8 months of data for this new program. The stop loss quotes were not guaranteed. Fortunately the news from the State was good as we will get back more money then we anticipated.

Alderman Kilkenny asked if the non – represented personnel were bearing the burden for the increase in cost. Mr. Zwerlein stated, “not really”. Mr. Zwerlein explained the premium cost differential. Other questions were asked concerning the impact on employees. Mr. Zwerlein noted there was problems just finding companies that were willing to bid.

Alderman Clappier asked if the City could become more inventive in offering incentives to those who do not take the insurance. Mr. Zwerlein noted that even though employees choose to not take the insurance, they would still receive the differential and that might be incentive enough. Alderman Wolff stated some employers offer a bonus to not take the insurance. When it was pointed out that there is a discrepancy between non represented and represented employees, Mr. Zwerlein stated he will be approaching the other groups to reduce the health benefit to the same level of the non representative. Mr. Scott stated this is an attempt to get stability into the cost for employer and employee.

The Dental offset to the insurance was explained. The City recently received a quote from Fortis that was very competitive and reduced the total insurance package.

• Alderman Garvens moved the resolution approving the City’s Health Insurance Program for the calendar year 2004 and limiting that plan to the value plan only. The motion was seconded by Alderman Wolff and carried with Alderman Kilkenny voting no.

• Alderman Garvens moved the resolution approving the City’s Dental Insurance Program for the

Calendar year 2004 with Fortis Benefits Insurance Company. The motion was seconded by Alderman Clappier and carried unanimously.


4. Policy determination on the applicability of Section 2.14.030 to 2003 rates of pay for certain titles.
Alderman Kilkenny noted that according to the Pay Plan, adjustments in grade should have been accompanied by adjustments in pay. If the rules are applied an increase in salary should have been made to 5 positions. The cost to rectify the situation would be about $21,700 to achieve equitable pay within the salary grades.

Mr. Zwerlein indicated that when the old system was transferred into the new pay grades, 5 individuals were placed in the next higher salary grade. There is a question as to whether the promotional rules should be applied. According to the City Attorney, this question is a policy decision. By placing the individual into the next higher salary grade, there is a greater potential for increased pay.

• Alderman Kilkenny moved to adjust the 5 positions according to the pay administration program in Section 2.14.030. The motion was seconded by Alderman Clappier.

Alderman Clappier asked for a definition of internal equity and asked if this was the solution to the problem. Alderman Kilkenny stated that the rules should apply to all and the market rate seems to increase disparity in the salary grades. This motion would take a step to improve the system.
Alderman Ponto stated he saw no mistake in the past and will vote against the motion.

Karen Flaherty and Sue Schalig stated this situation was brought to their attention by Mr. Zwerlein. Mr. Zwerlein agreed that he had been the source of the information. The question was whether the salary ordinance compelled the treatment as Alderman Kilkenny proposed.

• The vote was taken and the motion failed two ayes and three nos. Alderman Kilkenny and Alderman Clappier voting Aye.


5. Discussion and possible action on proposed revisions to the proposed 2004 Salary Ordinance.
Alderman Kilkenny indicated this issue is one of disparity and involves the Deputy City Clerk and the secretary in the Clerk’s office. This is a movement in grade and does not necessarily involve a pay change.

Alderman Kilkenny moved to move these positions into a higher salary grade. The motion was seconded by Alderman Clappier.

Mr. Zwerlein noted this issue is opposite of the previous issue. He suggested that instead of moving the positions into the next pay range which would require a promotional adjustment, a footnote should be placed into the 109 pay range that would indicate that these positions be placed in the 110 pay range for pay only. Then higher merit adjustments could be assigned without moving the title to a higher pay range.

Kris Schmidt pointed out her memo* to the Committee relative to the changes being requested and noted that Mr. Zwerlein did not have the proper pay ranges identified. The individuals concerned were the secretary in pay range 106 and the deputy City Clerk in pay range 109. She stated in the pay range adopted in 2002 for 2003, the deputy clerk was demoted and the secretary was not given the correct pay range as it pertains to their duties. The Committee should look at both sides of the schedule, the side where positions are listed under the pay ranges and the pay ranges themselves. It was obvious that there was confusion as to what positions and what pay ranges were being considered.

• Alderman Ponto moved to table. The motion was seconded by Alderman Garvens and carried with Alderman Kilkenny voting no.

It is interesting to note that all these alleged position and salary disparities "for women only" that were argued by Ald. Kilkenny were created during the term of (female) Mayor Kate Bloomberg.  The people affected never did get Kilkenny's proposed catch up raise and are still employed by the city, except for City Attorney Schalig who left for private practice.


6. Discussion and possible action adjusting the salary grade and job description of the City Clerk position.

Alderman Kilkenny noted that the Clerk was the only person reporting to the Chief of Staff. She noted that the comparisons offered by the Clerk were fair. With the added responsibilities pertaining to televising, it could be argued that this position is closer to a department head. The Clerk can step in and provide continuity, the Chief of Staff can not step in and do the Clerk’s job. Compensation should be adjusted and the position is not really supervised by the Chief of Staff, therefore the pay range and position description should be adjusted.

Alderman Kilkenny moved to move the pay range of the City Clerk up as well as adjust the position description to a Department Head. The motion was seconded by Alderman Clappier.

Alderman Wolff asked for the history of the position and why it is described as it is. What are the legal ramifications? What is the arrangement in other communities? He needs more information. Alderman Clappier stated she also needed more information. How would this affect the other positions?

Alderman Ponto stated there are implications for other positions. If the Chief of Staff no longer supervises the City Clerk, the position is greatly affected. We are talking about how the City is administered.

Alderman Garvens agreed that there was not enough information to redo.

Alderman Clappier stated perhaps each department needs to be reviewed. Mr. Zwerlein agreed and indicated he was finishing the review of the Police Department and had finished the review of Human Resources and Information Technology. He stated that he had to redocument what incumbents are doing. He was committed that the Clerks department would be next for review. He hoped to start in January.

Alderman Kilkenny restated her argument for moving the Clerks position to that of department head and increasing the pay range.

Alderman Wolff moved to table. The motion was seconded by Alderman Clappier and carried unanimously.


7. Discussion and possible action on the proposed 2004 Salary Ordinance.

Alderman Kilkenny temporarily left meeting and a break was declared at this point. Alderman Kilkenny returned to the meeting when it was reconvened. (This comment placed in the minutes per Alderman Ponto request).

Mr. Zwerlein noted that since all the figures are now known, the differential of $1.13 could be added to the blank in Section 7 of the pay plan. This differential will compensate for the additional cost of the insurance to the non represented group. Mr. Zwerlein noted there were a few other changes that would be highlighted in the ordinance given to the Aldermen.

• Alderman Garvens moved to accept the differential of $1.13 and approve the other modifications to the pay plan. The motion was seconded by Alderman Wolff.

There was a question as to oversight of the pay plan as well as over merit for Department Heads. Who is responsible. Alderman Ponto stated he would talk to the Mayor relative to oversight. Alderman Clappier A discussion on the merit system followed. The funding of merit and market adjustments would be out of the contingency fund. Alderman Wolff stated adjustments should be earned and not automatic.

Alderman Kilkenny asked why increases are different for Part I Section I and and Part I Section II Employees. Mr. Zwerlein stated that the amounts are a function of the fact that managers are paid more than non managers and if you look at the bottom line, the actual percentage increases are about the same.

• The motion carried unanimously.


8 Adjourn

• Alderman Wolff moved to adjourn. The motion was seconded by Alderman Clappier and carried unanimously. (9:20 p.m.)