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2003-741-Minutes for Meeting March 24,2003 Recorded 4/3/2003DESCHUTES COUNTY OFFICIAL RECORDS CJ 1443'141 NANCY BLANKENSHIP, COUNTY CLERK COMMISSIONERS' JOURNAL 0410312403 08;09;33 AM IIIIIIIII IIIIII II�IIIII II I VIII III 2003-000741 DESCHUTES COUNTY CLERK CERTIFICATE PAGE This page must be included if document is re-recorded. Do Not remove from original document. Deschutes County Board of Commissioners 1130 NW Harriman St., Bend, OR 97701-1947 (541) 388-6570 - Fax (541) 388-4752 - www.descl►utes.or MINUTES OF ADMINISTRATIVE LIAISON DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, MARCH 24, 2003 Commissioners' Hearing Room - Administration Building 1130 NW Harriman St., Bend Present were Commissioners Dennis R. Luke, Tom De Wolf and Michael M. Daly. Also present were Mike Maier, County Administrator; Susan Ross and Anna Johnson, Commissioners' Office; and media representative Chris Barker of the Bulletin, who are in attendance for part of the meeting. No other citizens were present. The meeting began at 1: 30 p.m. 1. Employee Leasing Program Presentations. Connie Worrell Druliner and a representative of Robert William James & Associates made a presentation of the services they could provide regarding County employees who are consideration retirement but who want to remain in their jobs for a year or for several years. Ms. Druliner indicated that these people could become employees of her company, and her company would handle all the payroll details. Her firm would charge the County for these services based upon the salary of the individual. She added that this is not an unusual arrangement within the private sector. Mike Maier stated that this would also enable the County to recruit for qualified persons already working in the public sector who perhaps want to work for a limited period of time. An example of this would be the current opening for County legal counsel. Attached is a copy of their presentation document (Exhibit A). Minutes of Administrative Liaison Monday, March 24, 2003 Page 1 of 4 Pages Later in the meeting Andy Parks and Larry Patterson (via conference phone) of GEL Oregon (Government Employee Leasing Specialists), along with Melissa Hochschild of Flash Marketing, made a similar presentation. They indicated that their firm would charge the County a flat fee of $275 per month per employee regardless of the salary of the individual, since the processing costs are the same in any case. The group then discussed the possible problems of this program, including the opinion of PERS, and the potential negative public reaction. Attached (as Exhibit B) is a copy of the information provided by GEL Oregon, along with a spreadsheet that was provided by them later in the day. This item will be addressed further at the next Administrative Liaison. 2. Update on Eastern Oregon Rural Alliance. Commissioner DeWolf indicated that he has not received full information on this group yet, so the item will be addressed at the next Administrative Liaison. 3. Update on County Projects. Susan Ross said that some employees have expressed concerns regarding security in the new building. Some ideas discussed were the installation of security cameras or panic buttons, and the use a security guard. It was suggested that wiring be put into place for possible future security cameras, if proper locations for the wiring can be determined. Commissioners Luke and DeWolf said that there is no money for this, so issues will be addressed as needed. Commissioner Daly expressed his concern that one lawsuit resulting from a perceived lack of security could cost the County more than the installation of security features would have, and added that he thinks someday a security guard station will be needed in the lobby of the building, given the number of government employees who will be working in one location. Minutes of Administrative Liaison Monday, March 24, 2003 Page 2 of 4 Pages 4. Discussion regarding a Funding Request from Central Oregon Senior Living Communities, Inc. The group discussed the situation in regard to the assisted living center located in La Pine, which is now facing bank foreclosure. At this time no grants are available to help this facility, and it was pointed out that the community has not stepped forward to help out in any way. It was felt that the organization owes too much money (around $2 million) and time is too limited to be able to be of any assistance to them. 5. Discussion of Medical Issues. A brief conversation took place in regard to St. Charles' charges and the small discount St. Charles has allowed the County. A letter from the Board to Jim Lussier will be drafted to make him aware of the County's concerns in this regard. The group then talked about a request from Dan Peddycord of the Health Department for $5,000 to help keep the Community Care Clinic in operation until July. Sometime after July the Volunteers in Medicine organization will be able to take over this work. The Commissioners indicated that this issue should be addressed at the next regular Board meeting. 6. Update regarding Training Committee Recommendations. The group then discussed employee training and the associated funding questions. It was decided that a video should be professionally made to complement the regular training that will be required of all new employees, and that funding would come from dedicated training dollars. This will allow for consistency in training, and the video can be edited with any future changes as necessary. Commissioners Luke and DeWolf approved of the idea; Commissioner Daly expressed his concerns about the cost and voted against it. Minutes of Administrative Liaison Monday, March 24, 2003 Page 3 of 4 Pages Being no further items brought before the group, the meeting adjourned at 3:00 p.m. DATED this 24th Day of March 2003, for the Deschutes County Board of Commissioners. ATTEST: Recording Secretary Tom DeWol ommissioner Mi&fclfael M. Daly, C mmissioner Minutes of Administrative Liaison Monday, March 24, 2003 Page 4 of 4 Pages �.o Robert William James & Associates Contract Staffing/ Professional Search Deschutes County Proposal - March 2003 "A Circle of Excellence Award Winning Office" 901 N.W. Carlon, Suite 3; Bend, OR 97701 541/330-1585 FAX 541/330-5037 www.rwjbend.com A division, of Fxpress Services, Inc. County RWJ Payrolling Earnings (Employee A) Standard Base Pay $106,490.15 $106,490.15 ($51.20 /hour) Overtime Pay Other Pay Longevity 100% $1,968.00 n/a Total Earnings $108,458.15 $106,490.15 Deschutes County Paid Benefits Health ins non -rep $6,706.80 $6,706.80 Life ins nonrep-dependent $12.60 n/a Life ins nonrep-employee $249.66: n/a Long term disability $264.00 n/a Medicare $1,560.10 n/a Pers employee portion $6,507.49 n/a Pers employer portion $10,759.08 n/a Pers reserve employer portion $852.45 n/a Social Security i $5,263.80 included Workers comp $14.15 included Workers comp assessment $63.06 included Total Benefits $32,253.19 $6,706.80 RWJ Bill Rate: n/a $128,544.00 Total Burden $140,71.1.34 $135,250.80 Difference $5,460.54 "A Circle of Excellence Award Winning Office" 901 N.W. Carlon, Suite 3; Bend, OR 97701 541/330-1585 FAX 541/330-5037 www.rwjbend.com A division, of Fxpress Services, Inc. i 9TL Linc govemment employee leasing specialists Proposal to Deschutes County Commissioners Government Employee Leasing Program March 24, 2003 r . 7 i gF ORE GONinc gwemmenl emp!cYee:easing spetialils March 24, 2003 Commissioner Tom DeWolf Commissioner Dennis Luke Commissioner Mike Daly Re: Government Employee Leasing Program (GELP) Dear Commissioners: We appreciate your invitation and the opportunity to present our proposal to you that proactively addresses County's concerns about current and potential vacancies in key executive, management and professional positions within the organization. As you are aware, the recent issues surrounding PERS have many ! public sector employees, including key experienced staff, considering retirement before they otherwise would to reduce risks to their earned retirement and to secure other opportunities. Although this issue initiated the discussions between your staff and us, our experience and d research confirmed a much more complex set of circumstances. In the dozens of conversations Larry and I have had around the state with appointed and elected officials of local and state government, private citizens and business leaders, all are very concerned with the PERS n issue and much more. They're concerned that they have little or no control over the rising costs of PERS; they're concerned the most experienced employees throughout their organizations are considering retiring when these employees would prefer to be working to solve issues, or teach children or help seniors and others with services; they're concerned that special interests seem to be more interested in the process than the decisions that result; they're concerned that the I state's fiscal situation continues to worsen and solutions seem to be few. They have witnessed the events in Salem with the forced departure of experienced legislators due to voter approved term limits. y They are concerned with what may happen in this state if there is an --Z: _f exodus of good executive, management and professional staff from the public sector. The people we've spoken to understand that recruiting talented leaders and professional staff has become increasingly more difficult. They understand that filling these positions now generally takes more than six months and often up to a year or more. They understand that with the state's current fiscal issues, and in particular the impact the fiscal issue is having on schools and higher education, that recruiting talented leaders and professionals will become more challenging. They understand that talented up-and-coming leaders and professionals are pursuing other opportunities, often outside the state of Oregon. They understand that government's credibility has been waning. And they understand that the public's support for increased taxes is practically non-existent. All of this did not occur because of PERS. PERS may be the issue that could break the camel's back, but it is but one of many issues that has brought the state of Oregon to this point. Presently, as reported in an on-going series in the Oregonian, the state of Oregon, from the top levels of state government to the grass roots levels of individual citizens, has made or failed to make decisions that have resulted in many cases in requiring the state of Oregon and its various public sector entities to provide services on an unsustainable basis. A situation that cannot continue. So as Larry and I talked through all of this with others we were encouraged that people felt we might be able to help. We believed we could, if only in a. modest way, partner to advance communities with sustainable solutions. Our first step was to form Patterson Parks, LLC last June. Patterson Parks is a public management consulting firm based in Bend. Since August of last year we have provided assistance to eight public entities and a private sector firm and have spoken throughout the state on leadership and sustainability in local government. Our second endeavor was to form GEL Oregon, Inc. GEL Oregon, Inc. was incorporated in February 2003 to meet an existing and increasing need within the state of Oregon for temporary, transitional and longer term staffing requirements for executive, management and professional public sector positions. Without getting into the specifics of our business plan I can tell you that we do not believe there is an existing firm that is able to offer the expertise, the flexibility, or the wide range of contacts Larry and I have developed over the years throughout Oregon, or better'answer the needs of government employers. Our independent private research has found that public employers are increasingly seeking creative and lower-cost solutions to the challenge of filling short-term, interim, and longer-term staff vacancies with effective employees experienced in public operations. In addition, employers want to avoid running afoul of PERS regulations and the charge of "double-dipping." We feel we have created an approach that will meet public employers' needs on a sustainable basis. As for the timely evaluation by your key executives, managers and professionals, of their options going forward we would suggest the following. GEL is willing to employ and lease current unrepresented key employees of the County, that the County desires to retain, at a cost to the County of the employee's current total cost to the County less the County's total PERS payment for the employee and workers compensation cost. In addition to the monthly contract amount for each leased employee, GEL will assess a monthly administrative fee of _ $275 per employee, and the County, in compliance with legal .y requirements, will continue to pay the associated workers compensation expenses (generally less than $100/year per employee). Additionally, the County will need to provide reasonable office accommodations for the contracted employees. Our proposal provides the County an opportunity to retain key executive, management and professional staff of their choosing and allows the County an opportunity for an organized transition of selected positions. And it does so at a meaningful cost savings. The projected savings to the County through our proposal ranges from 8- 10.5 percent of each employee's current total payroll costs to the County (please see Exhibit B1 attached) increasing to 10-12.5 percent ' July 1, 2003 when PERS rates are scheduled to increase (please see Exhibit B2 attached). This savings does not include other internal } administrative costs the County should no longer incur. GEL envisions drafting contracts with the County that address the key y elements of the County's Draft Government Employee Lease Program (please see attached Exhibit A). We will offer flexibility as necessary to meet the needs of the County. However, the contracts must address the minimum Internal Revenue Service (IRS) and Bureau of Labor and Industry (BOLI) requirements related to independent contractor versus ' employee issues. Strict adherence to IRS and BOLI requirements will address a significant concern identified by our research related to PERS acceptance of longer-term agreements. Additionally, GEL has held discussions and will partner with firms located in Deschutes County to provide employee benefits administration for health 211 insurance, 401(k), section 125 plan and other benefits earned by employees of GEL. If you desire, we are open to discussing additional temporary, transitional and or long-term employment issues with you. We appreciate you providing us the opportunity to present our thoughts and proposal to you. And we appreciate your consideration of our proposal. We are pleased to respond to any questions you may have and look forward to further discussions with you. z Sincerely, Andy Parks F President Larry Patterson Executive Vice -President attachments -4- Ta r' 5 Exhibit A Provided by Deschutes County GOVERNMENT EMPLOYEE LEASE PROGRAM (GELP) The goal of this program is to secure quality employment services for government agencies at a meaningful cost reduction. The cost reduction will be realized because of the fact that PERS expenses will not be incurred when utilizing leased employees. 4. fit will be for a minimum of one year, to a maximum of five years. 5. Contracts will reflect all terms of employment; i.e. compensation, the number of hours to be worked, contract termination procedures, and so on. 6. The leasing agency will provide payroll services that will include the following: ■ Salary ■ FICA (employer) ■ 125 Plan ■ 401(k) Plan 7. In general, the terms of the employment contract will provide for the same performance requirements as are expected of a regular employee. b Proposal for Government Employee Lease Program (GELP) Page 1 of 2 Pages - 12/10/2002 -5 Exhibit A Provided by Deschutes County 8. Termination provisions in the contract will also be consistent with termination for cause provisions, as outlined in the personnel rules. 9. After a contract is approved, one of the following will happen: A. The contract is completed in the time frame as agreed. B. By mutual agreement, the contract is terminated early. C. The employer terminates the contract without cause (pays off an agreed- upon sum of money). D. The contract is terminated for cause (i.e. in accordance h rules). Proposal for Government Employee Lease Program (GELP) Page 2 of 2 Pages 12/10/2002 -6.- Exhibit 131 Projected Costs - Employee versus Contract FY 2003 160,000 140,000 120,000 100,000 m 0 U 80,000 0 F 60,000 40,000 20,000 90,000 80,000 70,000 60,000 0 50,000 u m f 40,000 30,000 20,000 10,000 0 0 Employee A Savings 10.5% Employee Contract Employee B Savings 8.2% Employee Contract ElPERS ■Workers comp ®Soc Sec/Medicare ■ Life/disability 13Health insurance ❑Earnings ■Administration fee ®Employee leasing agreemen EIPERS ■Workers comp ®Soc Sec/Medicare ■ Life/disability ❑Health insurance ❑Earnings ■Administration fee ®Employee leasing agreement w Exhibit B2 Projected Costs - Employee versus Contract Projected FY 2004 Employee B Employee A Savings 10.1% 90,000 Savings 12.5% — 80,000 160,000 - F •i li li� VIII 'III � III 140,000 O PERS iq t1 x�r ■Workers comp 60,000 Sec/Medicare U 50,000 :Life/disability/work ■Life/disability/work comp ,°+ ®PERS OHealth insurance 120,000 OEarnings 30,000 ■Administration fee ■Workers comp in 100,000 ■Employee leasing 20,000 - agreement Ill Sec/Medicare U 80,000 0 ■Life/disability 0 Employee Contract O Health insurance H ❑Earnings 60,000 - ■Administration fee 40,000 - ®Employee leasing I agreement 20,000 0 Employee Contract Employee B Savings 10.1% 90,000 — 80,000 F 70,000 O PERS x�r ■Workers comp 60,000 Sec/Medicare U 50,000 :Life/disability/work ■Life/disability/work comp ,°+ OHealth insurance 40,000 OEarnings 30,000 ■Administration fee ■Employee leasing 20,000 - agreement - 10,000 0 Employee Contract a j gel oregon, inc. 4-0—i p.o. box 1277 bend,Or97709 1 n c 541.419.3253 government employee leasing specialists Increasingly, government entities are facing employee shortages in executive, management and professional positions. These critical positions need to be staffed with experienced workers who understand the complexities of government service. GEL Oregon, Inc. was created to answer this need. GEL Oregon, Inc. provides government employers with carefully selected personnel for short- and long-term assignments in the management, professional and executive areas. the GEL advantage _r Working with GEL, local and state governments realize three key benefits. First, they take advantage of highly qualified and experienced leadership to fill temporary, transition and permanent vacancies; second, they better contain their labor expenses by using contracted j workers; and third, they gain flexibility and control in their management of the assignment. the GEL difference Employees contracted from GEL all have considerable, relevant public work experience in their fields, allowing them to get up to speed quickly and contribute meaningfully in their assigned positions. Employers can be assured that GEL systems and contracts are specifically designed to address government employment requirements. Employers realize significant cost savings and flexibility through contracting with GEL—two demands repeatedly raised in initial research. the GEL creation GEL Oregon, Inc. was developed by a team with significant expertise in local and state government. Larry Patterson and Andy Parks have a combined 46 years of executive, management and financial service to governments. When forming GEL, they conducted in-depth research among city, county and state administrative officers and elected officials to gain a clearer understanding of current staffing issues and concerns. This knowledge enabled GEL's creators to design the company specifically to fit the unique needs of public employers contact us For more information on how GEL Oregon, Inc. can meet your high-level staffing needs, please call us at 541.419.3253. :b patterson gWiparks Today, community prosperity requires governments to continuously evolve and adapt to meet the increasing demands from constituents and competing interests. To meet these demands, governments must have a clear vision of what they are trying to accomplish and the kind of community they wish to be. This requires consistent and cohesive goals, objectives, strategies, and policies. Governments need objective and sound measures of their performance to enable them to evaluate their progress. Successful governments must have a governance model that clarifies roles and empowers people. When these components are in place and supported, it is truly possible for the community to achieve its vision. about patterson parks Patterson Parks was formed in 2002 by two executives with a combined 45 years of executive, management and financial service to governments. Larry Patterson and Andy Parks offer their practical, professional expertise to advance communities in the West Coast region of the United States. They are partnering their efforts to provide comprehensive executive, management and financial advice and services to result in strategic, sustainable solutions for governments. what we offer Patterson Parks has significant practical experience with the following services: Strategic Planning Executive and Staff Recruitment Board and Organizational Development y Management and Financial Services Economic Development Assistance Research—Best Practices Patterson Parks, LLC P.O. Box 1277 Bend, Oregon 97709 p: 541-419-3253 w: pattersonparks.com Partnering to advance communities. M O O N Ln N M 0 0 0 0 0 0 0\ p O NO�CnNM GMO�Nr,�OO C O OOOl6000 N _ � dI� 0 rNir-1 r-1000) c0i� d O i O dV CL 41 r( l0 O M M Ln tD mt 0) d' N M Ln N d' O Q1 r1 M N N M r1 It Ln Ln m �tA 0d+i�OMI�O �� 01NMM�CF'� _ _ O 0 t0 Ln = = Nt0 It N O 00 t0 ,> rl ri rl r♦ rl U j U Ln tD 0 o Ln m 0 M Ln o 0 o Ln ts ,..,4 N to tD ,.i O tp M r.1 N tp O ,i It M N d r, 01 N 't. ia M N Ln N O N't +fo+ O N rl N O t0 m Ln Co Ln N Ct tD O 0 N Ol r( 0 O r, O t0 00 tD n Ln tD C 1.-1O C) C 0 3:p U 3: U O i 0000000 0000000 d7 00000.00 OM OM Q 4) cuL- M �iMMMM'MM (M (M M M (M M Q Q) M MMM(�M(�iM M M M M .fl W QE QU- W m 00 0 M 0 00 rl M m 00 O M N 0 LnCL d. 0 It o Ln d. 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