5.3a ERMU 12-12-2023Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
About Baker Tilly
Elk River Municipal Utilities will work with a consistent team of Value
ArchitectsTM who understand your organization and can add value from day
one. The combination of your engagement team's human capital
experience and service knowledge translates into tangible results for the
ERMU.
Offering our resources: Baker Tilly at a glance
Our firm has the reputation, resources and reach to address the challenges you face as a public sector
organization — both now and in the future.
We dedicate ourselves to delivering efficiency, quality, creativity, innovation and forward -thinking solutions. We
are passionate about enhancing and protecting our clients' value, which is a collective effort by everyone
across our firm. The ERMU will receive an exceptional experience. Below are some key facts about our firm.
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COMPREHENSIVE EXPERIENCE TO SERVE YOU
Elk River Municipal Utilities will receive support and guidance from a respected firm that continues to grow
Celebrating more than 90 years serving our valued clients
As a future -looking firm, we celebrate more than 90 years of dedication to our clients
by honoring our roots and continuing to shape our future. We embrace the fact that
business can't stand still — and we won't stand still. As we help our clients identify new
c90
needs and opportunities, we continuously innovate and evolve to work better. Est.193'
Our roots took hold in 1931 in Waterloo, Wisconsin, where we began as a public accounting firm
specializing in canning factory audits. Since that time, we have grown with more than 40 different
business combinations, each with its own rich history, expanding our presence coast to coast and globally
and expanding our scope across industries, services and areas of expertise. One thing has not changed
over time: our shared passion for supporting our clients in achieving their purpose.
As we reimagine our lasting impact, we remain grounded in our timeless core values. Through dedication,
creativity and adaptability, Baker Tilly will continue to become more connected to our clients, our people,
our communities and our profession.
153
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Public sector specialization
Baker Tilly has served local governments since MUNICIPALITIES UTILITIES AND TRANSIT
our establishment more than 90 years ago. We are O
one of the few professional services firms with a
state and local government practice dedicated . • . STATE
entirely to serving public sector clients. COUNTIES ;:-• Public sector M[ ENTITIES
specialization
Unlike many of our contemporaries, Baker Tilly is ASSURANCE
, not service line. What does this K-12 SCHOOL
organized by industry, CONSULTING �# TRIBAL
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mean for Elk River Municipal Utilities? It means you DISTRICTS MUNICIPAL ADVISORY GOVERNMENTS
be served by a carefully selected team that blends V
our government -focused professionals with
experienced specialists in compensation projects. The NOT -FOR -PROFIT HIGHER EDUCATION
ERMU will be working with knowledgeable
professionals who understand the specific challenges you face and provide innovative solutions to help
you overcome them.
State and local government is a complex, unique environment shaped by fiscal, regulatory and
operational considerations not found in other industries. Recognizing this complexity and eagerness to
serve as a true Value Architect TM to the public sector, Baker Tilly formalized its dedicated public sector
specialization more than 60 years ago.
More than 350 Baker Tilly professionals — including nearly 30 partners and principals — focus
directly on serving state and local governments, providing hundreds of thousands of client service
hours annually to the public sector. Our practice serves nearly 4,000 state and local government entities
nationwide, including cities, counties, municipalities, school districts, public utilities and transit
organizations. Your engagement team is ready to help you find solutions to the obstacles that stand
between you and your goals.
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(7,plphratinn oipr rpnpnt r,_nrrhination with Mananpment Partners.
In October 2022, Management Partners combined with Baker Tilly to create a
premier public sector consulting practice. To continue serving and improving
communities, local leaders need trusted consultants to help navigate change.
This combination adds a unique and significant layer of experience to Baker
Tilly's robust public sector practice. Our project team members are former
local government leaders and managers stemming from all operational
facets. They have nearly three decades of field-tested techniques and proven
methodologies.
CC bakertilly
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Partners
154
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Cultivating an engaging culture to offer a consistent public sector
team that will serve you for many years
We view our commitment to staff continuity as the cornerstone of building a lasting relationship
with Elk River Municipal Utilities. You can expect to see the same engagement team members for
additional recruitment services in the future.
EVIDENCE OF OUR TEAM MEMBER -FOCUSED CULTURE AND COMMITMENT TO EXCELLENCE
Baker Tilly was included
in People Magazine's
2022 Companies That
Care list, which
recognizes companies
who put their employees
and communities first
Ranked as a top 10
accounting and
advisory firm for
workplace prestige and
quality on Vault
Accounting's Accounting
50 list; culture is the
number one reason that
team members join our
ranks and stay at our firm
Recognized as one of America's
Best Large Employers in 2021 and
2022 by Forbes
Baker Tilly has again been certified as
one of the Best Workplaces in
Consulting and Professional
Services — one of only 25 companies
recognized on this list
Received 250+ culture awards and
workplace recognitions firmwide
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Exceptional professionals thrive at Baker Tilly because we foster an engaging culture through diversity
and inclusion, work -life balance, continuous learning opportunities, career advancement and employee
recognition. As evidence of our team member -focused culture, Baker Tilly proudly presents a variety of
recognitions and awards.
CULTIVATING AN ENGAGING CULTURE
Our commitment to attracting and retaining a top-quality workforce benefit
Elk River Municipal Utilities through engaged team members and staff continuity.
155
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Aligning key engagement team members with your goals
Your handpicked team of professionals offers a collaborative focus supported by the breadth and depth of
our firm's national resources. We believe in strong personal relationships, which means a personal
interest in Elk River Municipal Utilities from some of our most experienced team members.
.•.Director
2500 Dallas Parkway, Suite 300, Plano, TX 75093
41D +1 (972) 748 0514 1 jada.kentCa�_bakertilly.com
Jada is a director with Baker Tilly's public sector advisory practice and has a
background in human capital consulting, including classification and compensation,
organizational assessments and executive recruitment. Jada serves as the practice
leader of the compensation consulting team and has been with the firm since 2015.
She earned a Master of Public Administration from the University of Texas at Dallas,
is a member of the North Texas Compensation Association (NTCA) and is a
Certified Compensation Professional (CCP).
8626 N Himes Avenue, Tampa, FL 33614
+1 (813) 252 14331 Sarar0Lowne(CVoakertiily.com
Sarah is a manager with a background in higher education, local government, and
human resources management. Before joining Baker Tilly, Sarah was an adjunct
faculty and course coordinator for the online MPA program at the University of North
Carolina's School of Government. She is a Southeastern Conference for Public
Administration member and served on the Section for Personnel Administration and
Labor Relations (SPALR) board for the American Society of Public Administration
(ASPA). She earned a Master of Public Administration and a graduate certificate in
women's studies from Appalachian State University. Sarah is a Certified
Compensation Analyst (CCA).
11150 Santa Monica Blvd., Suite 600, Los Angeles, CA 90025
+1 (312) 775 - 6865 1 may.borcenaa-bakertilly.com
Jay Borcena is an accomplished and customer -focused professional with over 15
years of leadership experience in human resources. With expertise in
compensation, benefits, HRIS, project management, and talent acquisition, Jay has
consistently developed and executed HR strategies aligned with organizational
objectives. His passion for empowering clients to reach their full potential and
commitment to cultivating inclusive work environments have been instrumental in
his success. A strong educational background, proven track record, extensive
experience, deep expertise, and passion for helping clients achieve their goals
make Jay a valuable asset in the field of Human Resources. With his collaborative
approach, data -driven decision -making, and commitment to fostering inclusive work
environments, he is well-equipped to drive organizational growth and navigate the
complexities of the modern business world.
156
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
T■ 790 N. Water Street, Suite 2000, Milwaukee, WI 53202
+1 (414) 459 92421 nic.cahala aabakertilly.com
Nic is a consultant with a background in government municipality experience with
the ERMU of Milwaukee. His experience includes working as a Human Resources
Representative in the Department of Public Works. His focus areas included
recruitment and retention, administration of rules and policies, ADA and FMLA
administration, and other compliance matters. Nic has earned his Master of
Business Administration and has obtained the Professional in Human Resources
(PHR) certificate from HRCI.
205 North Michigan Avenue, 28th Floor, Chicago, IL 60601
+1 (972) 748 0361 1 id.mccauley(cDbakertilly.com
9
J.D. is a senior consultant with nine years of experience in local government human
resources. Before joining Baker Tilly, J.D. served in HR roles in ERMU and county
governments in the Southeast and was a consultant providing compensation
compliance services to not -for -profit and public sector clients. J.D. has a Ph.D. in
policy studies from Clemson University, a Master of Business Administration from
Georgia Southern University, and a bachelor's degree from California State
University. J.D. is a Senior Professional in Human Resources (SPHR), Senior
Certified HR Professional (SHRM-SCP), Certified Employee Benefits Specialist
(CEBS) and is in the progress of obtaining a Certified Public Manager designation.
2055 E. Warner Rd Tempe, AZ 85284
+1 (480) 624 2921 1 'anet.iackson aabakertilly.com
V ,
Janet is a consultant whose background consists of public, non-profit, and private
\
sector experience. Three of those years were spent in Tennessee and Arizona local
government as a Compensation & Benefits Analyst. Prior to joining Baker Tilly, she
served as a Total Rewards Manager for a non-profit organization. Janet's focus
areas and core functions include developing and implementing all compensation
and benefits plans. She earned her Master of Business in Human Resources from
Belhaven University. Janet earned a Master of Business in Human Resources from
Belhaven University.
Thomas Patton, CCA — Analyst
4601 DTC Boulevard, Suite 810, Denver, CO 80237
-
+1 (651) 223 3033 1 thomas.pattonCcDbakertilly.com
Thomas is an analyst with a background in human resources management and
human resources development. He assists the team with data collection and job
description writing. His focus is coordinating the data collection process and
ensuring the team gathers quality information for the project's success. In addition,
he assists the team by crafting high -quality job descriptions that accurately reflect
the essence of the position being analyzed. Before Thomas's current role, he
supported the team as an administrative assistant. Thomas earned a Bachelor of
Science in human resources development from the University of Minnesota — Twin
Cities. Thomas is a Certified Compensation Analyst (CCA).
157
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
225 S Sixth Street, Suite 2300, Minneapolis, MN 55402
+1 (612) 876-4573 1 lexi.scholten(o)bakertilly.com
Lexi is a senior consultant whose background consists of municipality and county
experience. She has more than six years of experience in Minnesota local
government administration and human resources management. Before joining
Baker Tilly, she served as the central services/human resources director for a
county in southern Minnesota and a clerk/treasurer for a small ERMU in southern
Minnesota. Her focus areas and core functions included administering, developing,
and implementing all personnel functions, acting as delegated authority for union
contract relations, and coordinating all compensation functions. Her local
government experience also includes presenting to elected officials, providing
technical and administrative support to councils and boards, serving as head
election judge, and maintaining official public records. Lexi earned a Bachelor of
Science in management with a focus in human resources from Minnesota State
University, Mankato. Lexi is a Certified Compensation Analyst (CCA).
ELK RIVER MUNICIPAL UTILITIES WILL RECEIVE TANGIBLE RESULTS WITH BAKER TILLY
All engagement team members are committed to Elk River Municipal Utilities' success. Their state and local
government experience and service expertise translate into tangible results for the ERMU.
Our team is specifically focused on providing compensation consulting services to local
government organizations nationwide. We have seen and solved our share of challenges and will
bring our extensive knowledge and experience to assist Elk River Municipal Utilities with its
comprehensive position classification and compensation study. We are passionate about serving local
government organizations and equally passionate about providing our compensation expertise. Our
enthusiasm for performing this classification and compensation study with organizations like Elk River
Municipal Utilities is not easy to match.
Similar client experience
Your proposed engagement team has conducted hundreds of
500+ projects completed
similar studies nationwide, resulting in successful
implementations in governments, large and small.
Our engagement team has
conducted more than 500
We focus our knowledge, skills and expertise on the public
successful compensation
sector and have partnered with organizations all over the
projects.
country to provide compensation -related services.
• uur -)Arc jou evaluation sysLern is a rair, consistent, defensible and objective methodology
for comparing position characteristics. In today's environment, organizations need to know that
their methods are proven and sound. SAFE gives you a tested methodology that distinguishes the
value of your positions using nine compensable factors.
• Vith Baker Tilly, you do not just get a study; you get a customized system When we perform a
study for our clients, we train them to utilize and maintain it going forward. When we leave, you will
have a completed study and a classification system to grow with you into the future. As positions
evolve, new positions are created, and market conditions change, your HR staff will be able to make
the appropriate adjustments using the SAFE job evaluation system.
158
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
• We know that a good study rests on quality data, Our recommendations are data -based, and our
process follows best practices guidelines in the collection and analysis of that data. In working with
public sector organizations, we know that the results we submit to you may become public record. This
means, our reputation stands on the quality of those results and the validity of our recommendations.
This is why we have quality assurance protocols in place to safeguard the quality of our data.
• We will ..s.gn Certifies Profess,vrdai / AnaiyaL LV GMQa YLV YWUI I I I Q I KCL uaLa Canis
build your new pay structures- Our team understands that compensation analysis is both an art and
a science. We have a strong cadre of trained, experienced professionals working together to ensure
appropriate and competitive pay structures are presented for consideration.
Listing our relevant experience
Following is a sample of organizations for whom Baker Tilly is currently or has recently provided
classification and compensation services over the last few years. We realize the list is lengthy, but so is
our experience working with organizations very similar to and very different from yours. We hope you will
trust that our length and depth of experience means we've seen and solved our share of challenges and
can assist you and your organization through this study and any challenges you may also be facing.
Pending
Madison
WI
Class & comp study
269,196
Pending
Sioux City
IA
Class & comp study
85,617
Pending
Trinity River Authority
TX
Class & comp study
Pending
Ulster County
NY
Class & comp study
182,951
Current
Burke County
NC
Class & comp study
87,611
Pending
Columbus
OH
Compensation study
906,528
Current
Compton
CA
Class & comp study
93,597
Current
Douglas County
NV
Class & comp study
49,870
Current
Franklin County
NC
Class & comp study
68,570
Current
Greene County
VA
Class & comp study
19,779
Current
Greensboro
NC
Pay equity study
298,236
Current
Miami
FL
Compensation study
305,756
Current
Milwaukee Metro Sewer District
WI
Class & comp study
Current
Middletown
CT
Class & comp study
47,108
Current
Mono County
CA
Class & comp study
13,247
Current
North Las Vegas
NV
Class & comp study
247,248
Current
Pasco
WA
Class & comp study
78,871
Current
Paso Robles
CA
Class & comp study
31,759
Current
Richfield
MN
Class & comp study
36,527
Current
Saginaw
TX
Class & comp study
Current
Sampson County
NC
Class & comp study
58,990
Current
Seattle Housing Authority
WA
Class & comp study
Current
Stevens Point
WI
Class & comp study
25,670
Current
St. Cloud HRA
MN
Market study
Current
Summit County
CO
Class & comp study
31,055
Current
Wayzata
MN
Market study
4,378
159
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
SAMPLE OF RELEVANT
--1
2023
Ashland
KY
2023
Bemidji
MN
2023
Bexar County
TX
2023
Clark County
WA
2023
Eudora
KS
2023
Fort Wayne
IN
2023
Goshen
IN
2023
Guadalupe County
TX
2023
Harrisonburg
VA
2023
Hernando County
FL
2023
Laurinburg
NC
2023
Marion
IA
2023
Minnehaha Creek Watershed District
MN
2023
Montgomery County
TX
2023
New Brighton
MN
2023
Prince Edward County
VA
2023
Rockingham County
VA
2023
Scott County
VA
2023
Victoria County
TX
2023
Waite Park
MN
2023
Wheaton
IL
2023
Woodstock
VA
2022
Abilene
TX
2022
Apex
NC
2022
Appleton
WI
2022
Beeville
TX
2022
Bellingham
WA
2022
Bluffton
IN
2022
Chesapeake Bay Bridge Tunnel
VA
2022
Chisago County
MN
2022
Cibolo
TX
2022
Colleyville
TX
2022
Corpus Christi MPO
TX
2022
Cumberland County
VA
2022
Duplin County
NC
2022
East Central WI Reg Planning Comm
WI
2022
Eastern Shore of Virginia E911
VA
2022
Essex County School System
VA
2022
Evanston
IL
2022
Evansville
WI
Pay & class study
21,625
Market study
14,574
Comp & perf management study
1,990,000
Class & comp study
511,404
Pay & class study
6,408
Class & comp study
263,886
Wage & comp study & benefits analysis
34,108
Class & comp study
177,036
Class & comp study
51,814
Classification study
200,638
Class & comp study
15,118
Class & comp study
41,535
Class & comp study
Compensation study
607,391
Class & comp study
23,454
Comp consulting services
22,950
Class & comp study
81,244
Class & comp study
21,534
Class & comp study
92,035
Market study
8,360
Classification study
53,970
Class & comp study
5,807
Class & comp study
124,156
Class, comp & org study
51,370
Class & comp study
75,644
Comp & benefits study
12,863
E-Team class & comp study
89,045
Comp & class study
9,919
Class & comp update
Class & comp study
53,916
Class & comp study
28,920
Pay & class
26,945
Market study
Pay & class study
9,824
Compensation study
58,967
Compensation study
Market study
Comp & class study
Pay & class study
78,110
Compensation study
5,378
160
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
SAMPLEOF -
2022
Fluvanna County
2022
Greenbelt
2022
Horicon
2022
Horizon Public Health
2022
Illinois Toll Hwy Authority
2022
Isanti County
2022
Jackson
2022
Janesville
2022
Lake Elmo
2022
Lake Forest
2022
Maplewood
2022
Marble Falls
2022
Monroe
2022
Olive Township
2022
Oswego
2022
Pleasant Prairie
2022
Pope County
2022
Pueblo Board of Water Works
2022
Racine
2022
Rosemount
2022
Roswell
2022
Sherburne County
2022
Trempealeau
2022
Vigo County
2022
Virgin Islands Water & Power Authority
2022
Virginia Railway Express
2022
Wayzata
2022
West Point
2022
Williamson Co. & Cities Health District
2021
Amelia County
2021
Auburn
2021
Basehor
2021
Bedford Regional Water Authority
2021
Bellingham/Whatcom Co Housing Auth
2021
Farragut
2021
Fertile
2021
Harrisonville
2021
Horizon Public Health
2021
Hutchinson
2021
Ligonier
VA
MD
WI
MN
IL
MN
WY
WI
MN
IL
MN
TX
NC
IN
IL
WI
MN
CO
WI
MN
NM
MN
WI
IN
USVI
VA
MN
VA
TX
VA
IN
KS
VA
WA
TN
MN
MO
MN
MN
IN
Project
Class & comp study
27,270
Class & comp study
24,921
Class & comp study
3,595
Class & comp study
Class & comp study
Class & comp study
40,596
Class & comp study
10,760
Pay & class study
65,616
Class & comp study
12,899
Compensation study
19,367
Class & comp study
40,545
Pay & class study
6,932
Comp & class study
35,105
Compensation study
5,248
Compensation study
34,585
Market study
21,250
Pay plan update
11,048
Market study
Benefits & comp study
77,081
Class & comp study
24,292
Pay & class study
47,941
Compensation study
97,238
Treasurer/Deputy Clerk review
1,775
Class & comp study
107,038
Class, comp & org study
Class & comp study
Class & comp study
4,434
Comp & class study
3,292
Class & comp study
Class & comp study
13,145
Comp & class study
13,056
Class & comp study
5,951
Class & comp study
Pay equity study
Class & comp study
22,729
Class & comp study
833
Comp & job analysis
10,043
Pay plan update
Compensation study
13,914
Comp & class study
4,654
161
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
SAMPLE OF RELE
2021
Nisswa
2021
Port Arthur
2021
Potomac/Rappahannock Trans Comm
2021
Richmond
2021
Salem
2021
Spring Lake Park
2021
Stevens Point
2021
Western Prairie Human Services
2020
Blackstone
2020
Crystal
2020
Elko New Market
2020
Fosston
2020
Independent School District No. 0625
2020
Jackson
2020
Jordan
2020
Leland
2020
Middleton
2020
Onalaska
2020
Otsego
2020
Rappahannock County
2020
Sauk Rapids
2020
Scott County CDA
2020
Traverse County
2020
Vienna
2020
Waite Park
2020
Windsor
2019
Adams County
2019
AppalCART
2019
Bellingham
2019
Brooklyn Center
2019
Capital Region Water
2019
Circle Pines
2019
Council Bluffs
2019
Dallas Housing Authority
2019
Fillmore Soil & Water Consery District
2019
Gastonia
2019
Gatesville
2019
Independent School District No. 2769
2019
Intermediate District 0287
2019
Iowa League of Cities
MN
TX
VA
IN
VA
MN
WI
MN
VA
MN
MN
MN
MN
MS
MN
NC
WI
WI
MN
VA
MN
MN
MN
VA
MN
VA
WI
NC
WA
MN
PA
MN
IA
TX
MN
NC
TX
MN
MN
IA
-
Jr -
'.
Compensation study
1,817
Class & comp study
55,109
Class & comp study
Compensation study
35,353
Electric Power Division pay structure
25,317
Class & comp study
6,535
Compensation study
26,229
Class & comp study
Class & comp study
3,391
Compensation study
22,463
Pay plan update
4,760
Class & comp study
1,481
Principal wage study
Compensation study
164,422
Class & comp study
6,225
Class & comp update
20,294
Class & comp study
19,660
Class & comp study
18,712
Compensation study
17,357
Comp & class study
7,321
Class & comp study
13,703
Market study
Class & comp study
3,308
Class & comp study
16,489
Compensation study
7,718
Class & comp study
2,626
Class & comp study
19,973
Class & comp study
Comp market study
89,045
Compensation study
30,712
Class & comp study
Comp & class study
4,978
Class & comp study
62,316
Compensation study
Class & comp study
Class & comp study
75,536
Class & comp study
12,387
Job desc/pay equity review
Pay & class study
Compensation study
3,146,000
162
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
SAMPLE OF RELEVANT
PROJECTS:
2019
Local Government Information Systems
MN
Comp & benefits study
2019
McFarland
WI
Market survey
8,108
2019
Montgomery
MN
Class & comp study
2,907
2019
Morehead City
NC
Class & comp study -Maintenance
9,203
2019
North Central Regional Library
WA
Comp & benefits study
2019
Payson
AZ
Class & comp study
15,476
2019
Pittsylvania County
VA
Compensation study
62,426
2019
Pottawattamie County
IA
Class & comp study
93,386
2019
River Falls
WI
Class & comp study
15,510
2019
Rocky Mount
VA
Compensation study
4,798
2019
Saginaw County
MI
Class & comp -Phase II
195,012
2019
Saginaw County
MI
Class & comp -Phase III
195,012
2019
Salem
VA
Class & comp study
25,483
2019
Sartell
MN
Class & comp study
13,917
2019
Scandia
MN
Class & comp study
4,120
2019
Shaker Heights
OH
Class & comp study
27,387
2019
St. Charles City -County Library District
MO
Market study
2019
Stutsman County
ND
Compensation study
20,704
2019
Tyler
TX
Class & comp study
104,991
2019
Wheaton
IL
Market survey
53,373
2019
Wright County
MN
Class & comp study
131,311
2019
Zimmerman
MN
Compensation study
5,499
2018
Battle Creek
MI
Compensation study
51,833
2018
Bemidji
MN
Compensation study
14,435
2018
Blue Springs
MO
Pay plan design
53,294
2018
Bonner Springs
KS
Comp & class study
7,665
2018
Broad River Water Authority
NC
Class & comp study
2018
Burnsville
MN
Class & comp study
61,290
2018
Carver
MN
Compensation study
4,628
2018
Cleveland County
NC
SAFE database
97,047
2018
Cloquet
MN
Compensation plan update
12,050
2018
Craven County Schools
NC
Compensation study
2018
Dallas Area Rapid Transit Authority
TX
Compensation study
2018
Dayton
VA
Class & comp study
1,609
2018
DeSoto
TX
Class & comp study
52,599
2018
Dinwiddie County Schools
VA
Compensation study review
2018
Elko New Market
MN
Pay equity report
4,513
2018
Eudora
KS
Class & comp study
6,211
2018
Grain Valley
MO
Class, comp & benefits study
13,125
2018
Harris County Housing Authority
TX
Salary & wage comparability study
163
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
hok
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
2018
SAMPLE OF RELEVANT PROJECTS: PRESENT — 20,8
Client I State I Project
Housing Authority of Durham
Ingleside
Intermediate School District No. 917
Johnson County
Lakeville
Laurinburg
Leavenworth
Mansfield
Minnehaha Creek Watershed District
Minnetonka
Northwest Regional Library
Person County
Rappahannock Regional Jail
Scott County CDA
Thibodaux
Verona
Wabasha Soil & Water Consery District
Willmar
Winston Salem
Wright Soil & Water Consery District
NC Salary comparability study
TX Class & comp study
MN Job description updates & training
IA Comp & class study
MN Class & comp study
NC Class & comp study
KS Compensation study
CT Class & comp study
MN Pay equity report
MN Class & comp study
NC Class & comp study
NC Phase III C&C implementation services
VA Compensation study
MN Pay equity report
LA Market study
WI Market survey
MN Classification study
MN Compensation study
NC Class & comp study -Phase II
MN Class & comp study
A
M�
263,016
10,488
144,251
58,562
15,774
35,891
25,959
1,124,000
51,638
39,276
137,232
14,566
10,632
19,680
236,441
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Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Management synopsis
Baker Tilly is uniquely positioned to assist Elk River Municipal Utilities in
establishing an externally competitive compensation plan to help attract
and retain qualified workers to provide quality services to your community.
The following overview of the project has been prepared to provide an apples -to -apples comparison to
other firms providing similar services.
a. Planning meeting with the project team, timeline established
b. Data request and review
c. Leadership and employee communication meetings, if desired
2. Position review
a. Title review
b. Systematic Analysis and Factor Evaluation (SAFE®) job evaluation
c. Review and finalize results with the organization's project team
3. Market assessment
a. Public peer organizations and benchmark positions identified
b. Custom market survey distributed to collect information
c. Quality assurance review of market results
d. Review and finalize results with the organization's project team
4. Pay plan development
a. Pay structure(s) developed, grade assignments established
b. Review and finalize results with the organization's project team
c. Implementation costing scenarios calculated
d. Pay policy/practices review and recommendations, optional
5. Final report
a. Final report developed
b. Final presentations conducted
c. Delivery of project documentation
165
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Project Scope
Our extensive expertise, human capital consulting experience and
collaborative approach positions Baker Tilly as an exceptional firm to serve
your human capital needs.
Methodology for conducting a classification and compensation study
The following pages outline our methodology and proposed project scope for Elk River Municipal Utilities'
classification and compensation study. Baker Tilly's approach and project tools were developed by
Certified Compensation Professionals and Analyst on our team. We take pride in our ability to provide
your organization with sound results and recommendations that, if implemented, are fair and defensible.
Phase 1
Project Initiation and data collection,
Baker Tilly will begin by meeting with the ERMU's project team to establish working relationships, finalize
a work plan, and establish a project timeline. Next, Baker Tilly will collect documentation from ERMU,
such as job descriptions, organization charts, pay plans, policy handbook, an employee census file, etc.
Phase 2
ob Evaluation
Baker Tilly has a proprietary point -factor job evaluation system known as SAFE® (Systematic Analysis
and Factor Evaluation), which was developed specifically for the evaluation of public sector positions. For
each compensable factor, there are multiple levels with a point value for each. The end result of this
process is a total score for each position. This is used to determine a hierarchy of jobs relative to internal
equity. SAFE is consistent with federal Equal Pay Act and Minnesota Local Government Pay Equity
requirements.
COMPENSABLE
FACTOR
® DESCRIPTIONS
1.
Education
16%
Minimum formal education level required by the position
2.
Experience
12%
Minimum years of experience required by the position
3.
Level of work
14%
Degree of difficulty of work performed by the position
4.
Human relations
801
Type and level of human interactions
5.
Physical demands
5%
Physical exertion performed by the position
6.
Working conditions
701
Environmental conditions experienced by the positions
7.
Independence to act
12%
Degree of independence to make decisions and act on them
8.
Impact of actions
14%
Severity of consequences as a result of decisions
9.
Supervision exercised
14%
Type and level of supervision exercised
100%
TOT."'
166
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Baker Tilly will use ERMU's existing iob descriptions to conduct job evaluation. New PAQs can be
completed as necessary to capture new or changed positions. These results will be reconciled against the
other positions to maintain internal equity.
Phase 3:
Market Assessment
Peer organizations: Baker Tilly will recommend a list of comparable and competitive peer organizations
to include in the study. To maintain a competitive price for the project, we have assumed the custom
market survey will be distributed to 10 public peer organizations. Data from 3 published sources will be
included as a private sector representative.
Private sector companies rarely respond to market survey requests. Therefore, to represent the private
sector in the data set, we utilize pay data contained in the following survey sources:
• CompAnalyst
• Economic Research Institute
• PayFactors
Benchmark positions: We understand that this project includes approximately 32 iob classification titles
and, as such, all 32 positions will be included in the survey as benchmarks.
Data analysis: In distributing the custom market study, Baker Tilly will request base pay ranges for
analogous positions. The survey will include a minimum qualification and a summary of work performed
by each position to assist peers in matching their positions. Baker Tilly will review and validate survey
responses to confirm a 75% overlap in duties and responsibilities, as this is the best practice definition of
a "good" match.
Adjustments may be applied to establish consistency in market comparison; those include:
• Adjustments for differences in workweek hours
• Aging the data if it's not for the current fiscal year
• Geographic cost of labor adjustments
Baker Tilly will deliver three market reports once the compiled data has been analyzed for quality
assurance. First, an aggregate of the average minimum, midpoint, and maximum for each benchmark;
second, a comparison of the ERMU's current midpoints against the market average midpoint; third, a
comparison of the full range against the market.
Sample Market Results
Administration
Finance
Finance
'TownMana er
14
$133,003.42 $166,327.94 $192779.77
$87,484.24 $105,244.77 $128,690.21
$43,750.82 $52,916.05 $62,081.29
$42,709.35 $52,112.32 $61,515.30
$51,559.54 $63,222.89 $76,148.08
$56,707.23 $68,626.66 $80 165.01
$82,170.77 $101,907.19 $114,654.55
$87,691.54 $103,135.86 $121,882.38
$61,385.45 $73,172.82 $85,020.00
$76,798.53 $91,309.10 $105,819.67
$49 796.70 $60,221.63 $70,646.57
$44,470.32 $54,913.53 $64,697.56
$78,592.35 $95,755.79 $114,117.09
$75 596.40 $94,616.97 $111 316.90
$51,75829 $62,686.63 $73,614.97
$44 365.97 $55,904.46 $65 812.66
$75,199.78 $91,965.53 $106,197.62
$34,809.15 $42,461.03 $50,112.90
45%
47%
Finance Manager
12
Finance Office Clerk
12
42%
Multi le
Administrative Assistant
19
44%
Municipal Court
Municipal Court Clerk
12
48%
PersonneVTown Clerk
Senior De u Town Clerk
13
41%
Planning and Building
Building Official
15
40%
Police
Lieutenant
13
39%
Police
Police Officer
14
39%
Police
Sergeant
15
38%
Public Works
Equipment Operator
12
42%
Public Works
Facilities Assistant
18
45 .
Public Works
Facilities Manager
18
45%
Public Works
Fleet Mena er
14
47 .
Public Works
Journe man Mechanic
17
42%
Public Works
Street O erator
13
48%
Public Works
Streets Mana er
15
41%
Transit
Custodian
12
44%
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Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Sample Market Comparison
Finance
Finance Manager
$ 87,140.65
$99,982.54
♦14.7%
$105,244.77
♦20.8%
$110,507.01
♦26.8%
Finance
Finance Office Clerk
$ 50797.97
$50270.25
♦(1.0%)1
$52916.05
♦4.2%
$55,561.86
♦9.4%
Multiple
Administrative Assistant
$ 58,840.00
$49,50671
♦(15.9%)
$52,112.32
♦(11.4%)
$54,717.94
V(7.0%)
Municipal Court
Municipal Court Clerk
$ 61818.78
$60,061.75
♦(2.8%)
$63,222.89
♦2.3% F $66,384.04
♦7.4%
PersonneVTown Clerk
Senior De u Town Clerk
$ 75141.11
$65,195.32
♦(13.2%)
$68,626.66 ♦(8.7%)'
$72,057.99 V(4.1%)
Planningand Building
Buildin Official
$106,046.14
$96,811.83
♦(8.7%)
$101,907.19
♦(3.9%)
$107,002.55
♦0.9%
Police
Lieutenant
$106046.14
$97,979.06
♦(7.6%)
$103,135.86
�(2.7%)=
$108,292.65
♦2.1%
Police
Police Officer
$ 75141.11
$69,514.18
♦(7.5%)
$73,172.82
♦ 2.6%
$76,831.46
♦2.2%
Police
Ser eant
$ 91,552.14
$86,'43.65
♦(5.3%)
$91,309.10
♦ 0.3%
$95,874.56
♦4.7%
Public Works
Equipment 0 Operator
$ 53337.87
$57,210.55
♦7.3%
$60221.63
♦12.9%
$63,232.71
♦18.6%
Public Works
Facilities Assistant
$ 53,337.87
$52,167.85
♦f2.2%)
$54,913.53
♦3.0%
$57,659.20
♦8.1
Public Works
Facilities Manager
$ 85015.27
$90,968.00
♦7.0%
$95755.79
♦12.6%,
$100,543.58
♦18.3%
Pu_blicWorks
Fleet Manager
$ 87,140.65
$89,886.12
♦3.2%
$94616.97
♦8.6%. $99,347.81
♦14.0%
Public Works
Journeyman Mechanic
$ 71,562.96 ^
$59,552.30
♦(16.8%)
$62,686.63
♦ 12.4%
$65,820.96
♦(8.0%)
Public Works
Street Operator
$ 50,797.97
$53,10924
♦4.5%
$55904.46
A10.1%1
$58,699.68
♦15.6%
Public Works
Streets Manager
$ 87,140.65
$87,36725
♦0.3%
$91 965.53
♦5.5%
$96,563.80
♦10.8%
Transit
Custodian
$ 43,881.19
$40337.97
♦ 8.1 %
$42461.03
♦ 3.2%
$44584.08
♦1.6%
AVERAGE
♦13.9%1
lAVERAGE
A,1.2%IIAVERAGE
♦6.3%
Phase 4
Pay Plan
Baker Tilly will prepare a new pay structure for ERMU based on the results of the project. Grade
assignments will be established based on job evaluation results, per MN law. The relationship between
internal and external data points will be measured through a regression analysis to ensure an unbiased
and equitable approached to establishing grade assignments and pay plan adjustments. These results
will be reviewed and finalized with ERMU's project team.
Sample regression analysis
y = 146.51x + 18737
R' = 0.9347
Implementation and costing analysi:
Up to this point, the study has focused on the value of the position. Once the grade assignments are
finalized, Baker Tilly will estimate the cost for the ERMU to implement the new classification and
compensation plan for the 34 positions. This will include the minimum cost to implement and can look at a
scenario for employees to receive across the board adjustments, and/ or a scenario to address pay
compression by moving employees into their new pay range relative to years in position.
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Count of Employees by Years in Position
450
394
392
400
350
300
249
250
200
172
161
150
100
50
�I7755II
24
I I
n
I
n
n I
0
1 2
3
4
5
6
7 8
Phase 5
6 11 5 6 1 2 3 1 8 4 4 5 1 3 3 3 3 3
9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 28
ProiQrt rmmnletion and nnm►nienirat or
A final report will be prepared to explain the methodology followed, the results produced and recommendations
to the ERMU based on those results. The report will specifically document position title recommendations,
market survey results (average minimum, midpoint and maximums), proposed pay structure(s), recommended
grade assignments and implementation costing calculations for each scenario. This report will not
document or publish employee -specific information.
Our methodology is based on best practices outlined by World at Work and the Society for Human
Resources Management (SHRM). We will proudly stand behind the results of your study through
implementation, including a presentation to the ERMU.
The ERMU has made an important commitment to its staff by taking steps to undergo a classification and
compensation study such as this one. Therefore, Baker Tilly highly recommends presenting the results of
the study to employees so that they can understand what information was considered and what
information was NOT considered and ask any questions they may have about the process and its results.
Finally, Baker Tilly will provide training to the ERMU's human resources staff that will be responsible for
administering and maintaining the new classification and compensation system in the future. Instruction
manuals about the SAFE job evaluation system will also be provided.
Ongoing maintenance
While the ERMU's team will be fully trained and able to maintain its new classification and compensation
system, Baker Tilly often provides ongoing maintenance to clients after completing a classification and
compensation study. Post -contract advisory and maintenance services include:
• Pay structure updates (research and application) • Addition of new or revised positions
• Reclassification requests
• FLSA status review
• New job descriptions
Formal appeals process
This is not included in this project's scope but is recommended if the ERMU might foresee a need to
address any of the above -listed tasks through an unaffiliated third party or if the HR staff may need more
capacity to manage these requests internally.
169
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Project Timeline
Your time is valuable, and one significant way we will add value to your
organization is by delivering our services on time.
%,U-UVVe1U1J1119 a timuilliv ilu lrieeL P%PeA , ueadlines
Baker Tilly is prepared to initiate your comprehensive position classification and compensation study
within two weeks of receiving the official notice to proceed.
* Please note that there are factors impacting the project schedule which are beyond the consulting
team's control, such as holidays that impact office closures; HR operations that take up significant
resources such as benefit enrollment, payroll, and budget cycles; as well as client availability to review
results and approve the direction of the project. Baker Tilly will promptly advise the ERMU if any factors
impact the project timeline.
Anticipated project timeline in months: Assumes January start
Phase 1 — Project initiation
Phase 2 — Job Evaluation 1
Phase 3 — Market Assessment
Phase 4 — Pay Plan Development
Phase 5 — Project completion
COMMITMENT TO SUCCESSFULLY DELIVER SERVICES TO MEET APEX'S REQUIREMENTS
We will co -develop a timeline to provide the ERMU's services on time or ahead of schedule.
Elk River Municipal Utilities' responsibility
Data collectio Baker Tilly will prepare a detailed data request outlining what is necessary to perform
these services. Data will be requested in a format compatible with Baker Tilly's computer system and
project tools (Microsoft Excel and Word). Baker Tilly will examine the data for missing information and
consistency upon receipt.
salary dat,: Baker Tilly's ability to provide fair and defensible recommendations about pay is contingent
upon the availability of that data. Baker Tilly may request ERMU's project team or leadership to contribute
to outreach efforts to collect necessary data from public peer organizations and keep the project on
schedule.
Keview oT anu reeabacK on preliminary resuitw Baker Tilly encourages clients to be involved in
significant decisions about preliminary results that will drive the study's final results. However, we
understand that your commitment to providing uninterrupted support and services to the community must
come first and that the ERMU's project team may not be as available as expected to review and approve
information when provided. Baker Tilly is familiar with the ebb and flow of local government operations
and will be flexible in coordinating with the ERMU to keep the project on track as much as possible.
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Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Project Fee
Delivering a professional fee estimate for Elk River Municipal Utilities
Baker Tilly will perform the tasks as described in this proposal for the ERMU for a fixed professional fee of
$25,100. This fee is based upon conducting a classification and compensation study for 32 positions.
Baker Tilly will invoice the ERMU monthly based on project hours incurred.
Project initiation. Planning meetings with the ERMU's project team, data requests, and $2,800
project setup.
Job Evaluation. Utilizing existing job descriptions to review and evaluate approximately 34 $2 900
positions relative to all the ERMU's positions to establish internal equity.
Market assessment. Custom market survey distributed to up to 10 public peer
organizations requesting base pay information on 32 positions. Published data from the $10,800
Comp Analyst, Pay Factors, and Economic Research Institute will also be included to
represent the private sector.
Pay plan. Development of a new pay structure based on the study's results and tested
through a regression analysis. Grade assignments established by job evaluation and $5,700
implementation cost scenarios prepared.
Project completion. Final report and presentation of results. Delivery of all project $2 900
documentation and training with HR staff to maintain the new system.
TOTAL $25,100
Out-of-pocket expenses
Should the ERMU desire in person meetings or presentation from the consultant, Baker Tilly would bill the
ERMU for actual out of pocket expenses related to travel.
Additional work
Should the ERMU request and authorize additional work, we would invoice the ERMU at an agreed -upon
fee or our standard hourly fees.
Staff level Hourly rate
Principal, partner, managing director $575
Director, senior manager $475
Manager $295
Senior associate $230
Associate $185
Baker Tilly will invoice the client monthly based on project hours incurred.
171
Proposal to provide a classification and compensation study to Elk River Municipal Utilities November 2023
Additional work would include work outside the agreed scope of services, including, but not limited to:
• Additional peer organizations
• Additional benchmark positions
• Additional pay structures
• Additional implementation scenarios
• Additional job descriptions
• Additional job audits
• Additional on -site meetings
• Additional reports
• Work related to a special request
172