Item 12 - Agreement with Evergreen Solutions, LLC for Classification and Compensation Study

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4. Proposed Work Plan In this section, we provide you with our approach and methodology for providing Classification and Compensation Study Services to the City of Santa Ana; a detailed work plan— identifying the tasks, activities, and milestones necessary to accomplish the deliverables listed in the scope of services of the Request for Proposals (RFP); and a proposed timeline. 4.1 Approach and Methodology Evergreen Solutions is uniquely qualified to provide Classification and Compensation Study Services to the City of Santa Ana as our team includes recognized experts in local government human resources management and understands that there is not a "one size fits all" solution to compensation management. Our approach is built on working collaboratively with all parties to make sound, implementation -focused recommendations. Specifically, we have developed a methodology that: focuses on market competitiveness; is based on the organization's compensation philosophy; recognizes that compensation is comprised of more than just base pay levels; reflects changes in recent compensation strategies; designs custom solutions that take into account the diversity of needs present in the organization and allows you to select the components and options that best meet your overall needs; and produces a structure that improves the organization's ability to recruit, reward, motivate, and retain talent in a competitive environment that includes both public and private sector employers. We will work closely with the City's designated Project Manager (i.e., Executive Director of Human Resources), City Manager, and the Human Resources Department throughout the process to ensure constant communication of issues, concerns, and potential outcomes. We work closely with your staff to gain a solid understanding of your current operational realities, challenges, and desired outcomes. Moreover, Evergreen will work with you to balance your need to meet your performance goals while carefully managing your resources. Compensation management has undergone significant transformation in the private sector and over time public sector organizations have mirrored these changes. While compensation once centered on the separate administration of base pay and core benefits, a shift has occurred that has transformed compensation management. Progressive organizations now recognize that to effectively recruit, reward, motivate, and retain employees, compensation management requires strategic thinking and planning. Compensation management must support an organization's overall strategic direction. To accomplish this, effective organizations design a compensation philosophy that details where an organization wants to be in relation to the market in key areas. These key areas include cash compensation, and work/life balance. Compensation is thus a reflection of the organization's philosophy. Evergreen realizes that we will need to tailor our approach to fit the operating, fiscal, and competitive needs of the organization. Recommendations must always reflect competitive needs while supporting the organization's overall mission. 4.2 Detailed Work Plan The detailed work plan that Evergreen proposes to use to provide Classification and Compensation Study Services to the City of Santa Ana is provided in this section. Evergreen understands the City has approximately 1,200 full-time employees and approximately 475 part-time employees in 488 classifications that will be included in the study. 7 Evergreen Solutions, LLC Page 12