UC MERCED COMPENSATION STRATEGY A REPORT TO THE CAMPUS COMMUNITY – SEPTEMBER 2014

Today’s objectives

n  Compensation strategy – process and implementation

n  What it means to you

n  Strategic workforce planning

 

A Three-Year Compensation Strategy

n  Three objectives –   ¢  Increase the average range of market

percentile for UC non-represented staff from the current 31% to at least 45%;

¢  Address basic fairness at UC Merced;

¢  To invest in job functions most critical for achieving campus priorities for Project 2020.

What does this mean in non-HR speak?

“Range of percentile” refers to where within the market salary range an employee’s salary falls

Example: An employee in Salary Grade 19 who earns $48,000 a year

Career Tracks Salary Range for Grade 19

$36,600 (minimum)

$72,200 (maximum)

$54,400 (midpoint)

At current salary, employee is considered to be in the 32nd percentile of his/her salary range

$48,000

What does this mean in non-HR speak?

50%

2013-14 Average 31%

Three-year goal 45%

Within the entire organization, the goal would be an even distribution – with the overall average at roughly 50%

A nine-month process

n  Leadership

n  Listening sessions

n  Independent compensation analysis

n  Development of a compensation “philosophy”

Key Listening Session Findings

n  Lack of transparency

n  Multiple role responsibilities

n  Salary “compression” concerns

n  Current policies discourage lateral movement

n  Inequities with other UC and CSU campuses

n  Retention challenges

Career Tracks

High level of dissatisfaction with Career Tracks

¢  Intent of Career Tracks

¢  Implementation barriers

¢  Reconsideration process

Independent Analysis

¢  Goal: “Normal” (“bell curve”) distribution

¢  UC Merced skews to lower end of range

¢  Past hiring and salary practices had significant, potentially long-term impact

¢  No strategy to match staffing with campus vision and needs

Philosophy Guiding Principles

¢  Align to market

¢  Align to campus strategies

¢  Reinforce a strong performance-based culture

¢  Budget for salary increases

¢  Leverage best practices

¢  Improve transparency and communications

From philosophy to strategy

¢  Data-driven analysis of current state

Data Analysis This slide for illustration purposes only. Not intended to be legible. Staffing lists are public record and available on request.

KEVIN MICHAEL BRISTOW 4/7/2014 1 M300 Jane Lawrence PSS EX Student Services Academic Achievemt Counseling 4501 ACAD ACHIEVEMENT CNSLR 3 L3 20 L3 20 48410 0.81 20.64% 40300 60000 79600VICTORIA M. BROWN 5/28/2013 2 M530 Michael Reese PSS NE General Administration Administrative Operations 7376 ADMIN OFCR 2 L2 19 L2 19 49895 0.92 37.35% 36600 54400 72200KATHERINE GRACE BROWN 3/3/2014 2 M352 Jane Lawrence PSS NE General Administration Project/Policy Analysis 7397 PROJECT POLICY ANL 2 L2 19 L2 19 46346 0.85 27.38% 36600 54400 72200HANNAH L BROWN 10/1/2012 2 M360 Jane Lawrence PSS EX Sports and Recreation Recreation 4137 RECREATION SUPV 2 SUPV 2 18 SUPV 2 18 40314 0.82 22.03% 33200 49400 65500JAMES ROBERT BRUGGER 10/1/2012 2 M528 Michael Reese PSS EX Engineering Structural Engineering 7124 STRUCTURAL ENGR 3 L3 23 L3 23 90389 1.09 64.29% 55800 82700 109600DENISE LEE BUMGARNER 8/22/2013 3 E103 Tom Peterson PSS NE Performing Arts Music 6136 MUSICIAN 2 L2 16 L2 16 40325 0.99 48.21% 27500 40800 54100JACOB SEABROOK BUNCE 1/13/2014 1 M320 Jane Lawrence PSS NE Information Technology Applications Programming 7298 APPLICATIONS PROGR 1 L1 18 L1 18 46346 0.94 40.70% 33200 49400 65500EMILY SUE BUSTOS 10/1/2012 2 M557 Michael Reese MSP EX Finance Payroll 0605 PAYROLL MGR 1 MGR 1 23 MGR 1 23 74369 0.90 34.52% 55800 82700 109600THOMAS BUSTOS 10/1/2012 2 F200 Tom Peterson MSP EX Information Technology Information Systems 0667 INFO SYS MGR 1 MGR 1 26 MGR 1 26 95651 0.82 22.76% 78400 116300 154200CHRISTOPHER AARON BUTLER 6/1/2013 2 E200 Tom Peterson PSS EX External Affairs External Relations 6300 EXTERNAL REL SPEC 4 L4 22 L4 22 70019 0.95 42.16% 49700 73800 97900KATIE LYNN BUTTERFIELD 11/18/2013 2 E300 Tom Peterson PSS NE Student Services Student Academic Support 4549 STDT ACAD SPEC 2 L2 19 L2 19 44411 0.82 21.94% 36600 54400 72200MARSHALL QUINN BYRNE 11/1/2012 2 M125 Dorothy Leland PSS EX Communications Electronic Communications 7455 DIGITAL COMM SPEC 3 L3 22 L3 22 52727 0.71 6.28% 49700 73800 97900UVALDO CORTEZ CALDERON 10/1/2012 2 M354 Jane Lawrence PSS EX Student Services Financial Aid 4527 FINANCIAL AID OFCR 3 L3 20 L3 20 48431 0.81 20.69% 40300 60000 79600LORI JANE CALLAWAY 10/1/2012 2 M567 Michael Reese PSS EX General Administration Project/Policy Analysis 7398 PROJECT POLICY ANL 3 L3 21 L3 21 58350 0.88 32.13% 44500 66100 87600VANITY CHERIE CAMPBELL 8/26/2013 2 M250 Sam Traina PSS EX Research Administration Contracts and Grants 6206 RSCH ADM 3 L3 21 L3 21 63860 0.97 44.92% 44500 66100 87600ROSA RODRIGUEZ CAMPOS 8/20/2012 2 M359 Jane Lawrence PSS EX Student Services Student Academic Support 4550 STDT ACAD SPEC 3 L3 20 L3 20 49862 0.83 24.33% 40300 60000 79600ERIC R CANNON 6/24/2013 2 F400 Tom Peterson PSS EX Finance Financial Analysis 7710 FINANCIAL ANL 4 L4 23 L4 23 63654 0.77 14.60% 55800 82700 109600ELIZABETH M CAPEHART 10/1/2012 2 M553 Michael Reese MSP EX General Administration Contract Administration 0551 CONTRACT ADM 5 L5 25 L5 25 102279 0.99 47.76% 69900 103800 137700HELIODORO CARDENAS 10/1/2012 2 E250 Tom Peterson PSS EX Research and Laboratory Lab Research 6247 LAB RSCH SUPV 2 SUPV 2 22 SUPV 2 22 72672 0.98 47.66% 49700 73800 97900ELIZABETH ALISON CARLSON 10/1/2012 2 M450 Kyle Hoffman MSP EX External Affairs Fundraising 0464 FUNDRAISING MGR 1 MGR 1 25 MGR 1 25 95587 0.92 37.89% 69900 103800 137700MARGARET SUSAN CARTER 9/1/2013 2 M250 Sam Traina MSP EX General Administration Executive Advising 0555 EXEC ADVISOR 5 L5 27 L5 27 112208 0.86 28.75% 87800 130300 172700SARAH MARIE CASSADY 6/17/2013 2 M450 Kyle Hoffman PSS EX General Administration Executive Assistance 7384 EXEC AST 3 L3 20 L3 20 43497 0.72 8.13% 40300 60000 79600CAROL A CASTILLO 10/1/2012 2 M570 Michael Reese MSP EX Finance Enterprise Risk Management 0327 ENTERPRISE RISK MGR 1 MGR 1 25 MGR 1 25 89222 0.86 28.50% 69900 103800 137700DIANE MARIE CATON 10/1/2012 2 M460 Michael Reese PSS EX General Administration Administrative Operations 7377 ADMIN OFCR 3 L3 22 L3 22 63721 0.86 29.09% 49700 73800 97900ANA M CEBALLOS CEBALLOS 9/19/2012 1 M320 Jane Lawrence PSS NE Student Services K-14 Academic Preparation 4534 K to 14 ACAD PREP SPEC 2 L2 18 L2 18 40948 0.83 23.99% 33200 49400 65500DAVID CEPOI 10/1/2012 2 M250 Sam Traina PSS EX Research Administration Intellectual Property 6237 INTELLECTUAL PROPERTY OFCR 2 L2 23 L2 23 114577 1.39 109.25% 55800 82700 109600ABRAHAM V CERENO 12/1/2012 2 M410 Jane Lawrence MSP EX Information Technology Data Systems Management 0528 DATA SYS SUPV 2 SUPV 2 25 SUPV 2 25 74157 0.71 6.28% 69900 103800 137700LIZBETH CERVANTES 4/1/2014 2 M350 Jane Lawrence PSS EX External Affairs External Relations 6299 EXTERNAL REL SPEC 3 L3 20 L3 20 43260 0.72 7.53% 40300 60000 79600WILSON CHALABI 2/24/2014 2 M514 Dan Feitelberg PSS EX Finance Financial Analysis 7710 FINANCIAL ANL 4 L4 23 L4 23 85490 1.03 55.19% 55800 82700 109600DIANA CHANDARA 3/5/2014 2 M552 Sam Traina PSS NE Finance Accounting 7736 GEN ACCOUNTANT 2 L2 19 L2 19 46346 0.85 27.38% 36600 54400 72200STEVEN PHILIP CHATMAN 4/11/2013 2 M152 Dan Feitelberg PSS EX Finance Institutional Research 6949 INSTITUTIONAL RSCH ANL 4 L4 23 L4 23 93359 1.13 69.81% 55800 82700 109600MAYRA LIZETH CHAVEZ MADRIGAL 9/30/2012 2 E120 Tom Peterson PSS NE General Administration Project/Policy Analysis 7397 PROJECT POLICY ANL 2 L2 19 L2 19 44561 0.82 22.36% 36600 54400 72200MOHAMMAD A CHOUDHRY 6/1/2013 2 M575 Tom Peterson PSS EX Information Technology Applications Programming 7300 APPLICATIONS PROGR 3 L3 22 L3 22 68372 0.93 38.74% 49700 73800 97900MICHAEL CHOW 10/1/2012 2 M460 Michael Reese MSP EX Facilities Development/EH&S Facilities Project Management 0482 FAC PROJECT MGR 3 MGR 3 27 MGR 3 27 148683 1.14 71.71% 87800 130300 172700CHRISTINA MARY CHRISTENSEN 10/1/2012 2 E200 Tom Peterson MSP EX General Administration Administrative Operations 0547 ADMIN MGR 1 MGR 1 24 MGR 1 24 98260 1.06 59.21% 62500 92700 122900JESUS L CISNEROS 10/1/2012 1 E103 Tom Peterson MSP EX Student Services Student Academic Advising 0313 STDT ADVISOR MGR 1 MGR 1 23 MGR 1 23 75988 0.92 37.52% 55800 82700 109600KATHERINE WASSON CLARK 8/1/2013 2 F145 Tom Peterson MSP EX Research and Laboratory Laboratory Animal Care 0354 VETERINARIAN 4 L4 27 L4 27 144200 1.11 66.43% 87800 130300 172700KERRY BRENNAN CLIFFORD 7/1/2013 2 E250 Tom Peterson PSS EX Student Services Curriculum Planning 4523 CURRICULUM PLANNER 3 L3 19 L3 19 51790 0.95 42.67% 36600 54400 72200SHERRY A COANE 10/1/2012 2 E100 Tom Peterson PSS EX Human Resources Academic Human Resources 7716 ACAD HR ANL 4 L4 23 L4 23 83976 1.02 52.37% 55800 82700 109600JAMES LEE COLLINS 10/1/2012 2 M300 Jane Lawrence MSP EX General Administration Administrative Operations 0550 ADMIN MGR 4 MGR 4 30 MGR 4 30 157544 0.82 21.88% 130000 193000 255900PHUNG TRAN COLVIN 10/1/2012 2 E250 Tom Peterson PSS EX Student Services Student Academic Support 4550 STDT ACAD SPEC 3 L3 20 L3 20 70913 1.18 77.90% 40300 60000 79600MICHELLE R COMER 10/1/2012 2 M352 Jane Lawrence PSS EX Student Services Student Services Advising 4575 STDT SVC ADVISOR 3 L3 19 L3 19 52727 0.97 45.30% 36600 54400 72200MARY CALLALE CONCON 10/1/2012 2 F400 Tom Peterson MSP EX General Administration Administrative Operations 0548 ADMIN MGR 2 MGR 2 25 MGR 2 25 106404 1.03 53.84% 69900 103800 137700ERIN E CONNOR 11/18/2013 2 M352 Jane Lawrence PSS EX Student Services Student Services Advising 4575 STDT SVC ADVISOR 3 L3 19 L3 19 46350 0.85 27.39% 36600 54400 72200ALLISON MARIE COSTA 6/1/2013 2 M520 Michael Reese PSS EX General Services Facilities Management 5195 FAC MGT SPEC 3 L3 20 L3 20 58477 0.97 46.25% 40300 60000 79600MARY ANN COUGHLIN 2/19/2013 2 M514 Dan Feitelberg PSS EX Finance Financial Analysis 7710 FINANCIAL ANL 4 L4 23 L4 23 73202 0.89 32.35% 55800 82700 109600ANGELA R COUNTS 1/13/2014 2 M135 Dorothy Leland PSS EX General Administration Project/Policy Analysis 7398 PROJECT POLICY ANL 3 L3 21 L3 21 55105 0.83 24.61% 44500 66100 87600MELANY DAWN CREWS 10/1/2012 2 M400 Jane Lawrence PSS EX Student Services Student Life & Development 4565 STDT LIFE DEV SPEC 4 L4 21 L4 21 47210 0.71 6.29% 44500 66100 87600JACOB ANDREW CROASDALE 10/1/2012 1 M300 Jane Lawrence PSS EX Student Services Student Life & Development 4564 STDT LIFE DEV SPEC 3 L3 19 L3 19 45088 0.83 23.84% 36600 54400 72200JOVANA CRUZ 10/1/2012 2 M520 Michael Reese PSS EX General Administration Administrative Operations 7377 ADMIN OFCR 3 L3 22 L3 22 61163 0.83 23.78% 49700 73800 97900RICHARD ANTHONY CUMMINGS 7/1/2013 2 M517 Dan Feitelberg MSP EX Facilities Development/EH&S Planning 0488 PLANNING SPEC 4 L4 24 L4 24 105175 1.13 70.65% 62500 92700 122900KEVIN LANE CUNNINGHAM 10/1/2012 2 M520 Michael Reese MSP EX General Services Facilities Management 0390 FAC MGR 1 MGR 1 23 MGR 1 23 67749 0.82 22.21% 55800 82700 109600LETRICE M CURL 10/1/2012 2 M357 Jane Lawrence MSP EX Student Services Student Life & Development 0320 STDT LIFE DEV MGR 2 MGR 2 24 MGR 2 24 88299 0.95 42.71% 62500 92700 122900EDVARDAS DABBS VILCIAUSKAS 9/1/2013 2 M400 Jane Lawrence MSP EX General Services Facilities Management 0390 FAC MGR 1 MGR 1 23 MGR 1 23 73577 0.89 33.04% 55800 82700 109600DANIELLE A DAIRE 11/15/2012 2 M250 Sam Traina PSS NE Research Administration Research Compliance 6228 RSCH CMPLNC ANL 1 L1 18 L1 18 47744 0.97 45.03% 33200 49400 65500RAMONA LYNN DAI'RE 10/1/2012 2 M516 Dan Feitelberg PSS EX Facilities Development/EH&S Planning 7083 PLANNING SPEC 3 L3 23 L3 23 69319 0.84 25.13% 55800 82700 109600LAUREN LUSTAN DALUPAN 1/13/2014 1 M359 Jane Lawrence PSS NE Student Services Academic Achievemt Counseling 4500 ACAD ACHIEVEMENT CNSLR 2 L2 19 L2 19 41206 0.76 12.94% 36600 54400 72200LINDSAY ANN DANIELS 3/1/2014 2 M552 Sam Traina PSS EX Finance Accounting 7735 GEN ACCOUNTANT 3 L3 21 L3 21 61800 0.93 40.14% 44500 66100 87600ELAINE S DARRAH 10/1/2012 2 M400 Jane Lawrence PSS EX General Administration Administrative Operations 7377 ADMIN OFCR 3 L3 22 L3 22 62285 0.84 26.11% 49700 73800 97900FRANCES JANE DAVENPORT 8/1/2013 2 M555 Michael Reese PSS EX Finance Financial Services 4628 FINANCIAL SVC ANL 3 L3 21 L3 21 61800 0.93 40.14% 44500 66100 87600JASON SCOTT DAVENPORT 10/1/2012 2 M520 Michael Reese PSS EX General Administration Administrative Operations 7377 ADMIN OFCR 3 L3 22 L3 22 52727 0.71 6.28% 49700 73800 97900REBECCA LYNN DAVIS 9/30/2012 2 M520 Michael Reese PSS NE General Administration Administrative Operations 7372 ADMIN AST 2 L2 17 L2 17 44561 0.99 48.66% 30400 45000 59500AMANDA R DAY 3/24/2014 2 M250 Sam Traina PSS NE General Administration Administrative Operations 7376 ADMIN OFCR 2 L2 19 L2 19 48411 0.89 33.18% 36600 54400 72200COURTNEY LYNN DE BLIECK 10/1/2012 2 M366 Jane Lawrence MSP EX Health Care Counseling/Psychology 0579 COUNSELING PSYCHOLOGIST 4 L4 24 L4 24 66306 0.72 6.30% 62500 92700 122900MARIA DE LA TORRE 9/30/2012 1 M320 Jane Lawrence PSS NE Student Services K-14 Academic Preparation 4534 K to 14 ACAD PREP SPEC 2 L2 18 L2 18 40948 0.83 23.99% 33200 49400 65500RACHEL VALDEZ DE VERA 2/3/2014 2 E250 Tom Peterson PSS NE Student Services Student Academic Advising 4544 STDT ACAD ADVISOR 2 L2 18 L2 18 40690 0.82 23.19% 33200 49400 65500CYNTHIA MARIE DEEGAN 1/1/2013 2 M565 Michael Reese MSP EX General Administration Administrative Operations 0549 ADMIN MGR 3 MGR 3 28 MGR 3 28 131817 0.89 32.84% 100000 148500 196900GLORIA DEL TORO 2/20/2014 2 E250 Tom Peterson PSS NE Human Resources Academic Human Resources 7714 ACAD HR ANL 2 L2 20 L2 20 50476 0.84 25.89% 40300 60000 79600ALEJANDRO S. DELGADILLO 10/1/2012 2 M350 Jane Lawrence PSS EX Student Services Admissions/Recruitment 4512 ADMISSIONS RECRMT SUPV 2 SUPV 2 22 SUPV 2 22 76491 1.04 55.58% 49700 73800 97900JESSICA GARDINER DELORA 9/30/2012 1 M460 Michael Reese PSS NE General Administration Administrative Operations 7376 ADMIN OFCR 2 L2 19 L2 19 45637 0.84 25.38% 36600 54400 72200DEREK CLARK DEVNICH 1/2/2013 2 M125 Dorothy Leland PSS EX Information Technology Applications Programming 7300 APPLICATIONS PROGR 3 L3 22 L3 22 67367 0.91 36.65% 49700 73800 97900JENNIFER ALICIA DI SALVO 10/1/2012 2 M545 Michael Reese PSS EX Finance Financial Analysis 7709 FINANCIAL ANL 3 L3 22 L3 22 59410 0.81 20.15% 49700 73800 97900STACEY MARIE DIAS 3/25/2013 2 M551 Michael Reese PSS NE Finance Financial Services 4627 FINANCIAL SVC ANL 2 L2 19 L2 19 42776 0.79 17.35% 36600 54400 72200LETICIA DIAZ 2/4/2013 2 M354 Jane Lawrence PSS EX Student Services Financial Aid 4527 FINANCIAL AID OFCR 3 L3 20 L3 20 49862 0.83 24.33% 40300 60000 79600ANNE BINGHAM DICARLO 9/1/2013 2 E250 Tom Peterson PSS EX Student Services Student Services Advising 4575 STDT SVC ADVISOR 3 L3 19 L3 19 58350 1.07 61.09% 36600 54400 72200ANGELA MIA DIXON 2/17/2014 2 E300 Tom Peterson PSS NE Student Services Curriculum Planning 4522 CURRICULUM PLANNER 2 L2 18 L2 18 47572 0.96 44.50% 33200 49400 65500MELISSA ANN DOERKSEN 9/19/2012 1 M320 Jane Lawrence PSS NE Student Services K-14 Academic Preparation 4534 K to 14 ACAD PREP SPEC 2 L2 18 L2 18 40948 0.83 23.99% 33200 49400 65500MANPREET DOLA 9/30/2013 1 M359 Jane Lawrence PSS NE Student Services Student Services Advising 4573 STDT SVC ADVISOR 1 L1 17 L1 17 41206 0.92 37.13% 30400 45000 59500

Distribution of Staff Salaries

43% 39%

15%

3%

0% 5%

10% 15% 20% 25% 30% 35% 40% 45% 50%

Q1 Q2 Q3 Q4

FY 13-14

Distribution of Staff Salaries – 3%

43%

39%

15%

3%

33% 42%

21%

4%

0% 5%

10% 15% 20% 25% 30% 35% 40% 45% 50%

Q1 Q2 Q3 Q4

FY 13-14 Post 3%

Compensation Strategy: The Plan

¢  Adopt three-year strategy

¢  $800,000 downpayment

¢  Performance-based compensation policies

¢  Recognition (incentive) awards

¢  Expand professional development and training opportunities

¢  Strategic Workforce Planning process

Distribution of Staff Salaries - Goal

43% 39%

15%

3%

33%

42%

21%

4% 7%

43% 43%

7%

0% 5%

10% 15% 20% 25% 30% 35% 40% 45% 50%

Q1 Q2 Q3 Q4

FY 13-14 Post 3% Goal

Strategic workforce planning

Three key questions n  Do we have the right number of people?

n  Are they in the right jobs?

n  Do they have the right skill sets to accomplish

current and future plans?

Strategic workforce planning process

n  What are current functions? n  Are they critical? n  Is there currently a surplus or gap? n  Could they be shared or outsourced?

n  What are future functions?

n  Can we match current staff to future needs?

n  How should they be sequenced? n  Key to budget and space n  What actions are needed?

Training Reorganizations Reclassifications Equities

UC MERCED COMPENSATION STRATEGY A REPORT TO THE CAMPUS COMMUNITY – SEPTEMBER 2014