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HomeMy WebLinkAboutCarlsbad City Employees' Association; 1995-01-01;J. I" e * \ MEMORANDUM OF UNDERSTANDING between the and the Carlsbad City Employees' Association - City of Carlsbad Effective January 1, 1995, through December 31, 1995 Q t * MEMORANDUM OF UNDERSTANDING TABLE OF CONTENTS Foreword .......................................... Page 1 Preamble .......................................... Page 1 Article 1 Recognition ............................ Page 1 Article 2 Implementation ......................... Page 1 Article 3 Term .................................. Page 2 Article 4 Renegotiation .......................... Page 2 Article 5 Effective Dates ......................... Page 2 Article 6 Authorized Agents ...................... Page 2 Article 7 No Strike and No Lockout ................. Page 2 Article 8 City Rights ............................. Page 3 Article 9 Employee Rights ........................ Page 3 Article 10 Association Rights ...................... Page 3 Article 11 Confidential Employees .................. Page 5 Article 12 Payroll Deductions ...................... Page 6 Article 13 Distribution of Paychecks ................ Page 6 Article 14 Compensation Adjustments .............. Page 6 Article 15 Overtime ............................... Page 6 Article 16 Working Out of Class .................... Page 10 Article 17 Injured on Duty ......................... Page 11 Article 18 Bilingual Pay ........................... Page 11 Article 19 Uniforms and Equipment ................. Page 12 Article 20 Tool Allowance ......................... Page 13 Article 21 Longevity Pay .......................... Page 14 Article 22 Vacation .............................. Page 14 Article 23 Holidays ............................... Page 16 Article 24 Sick Leave ............................. Page 18 Article 25 Bereavement Leave ...................... Page 19 Article 26 Leave of Absence ....................... Page 20 Article 27 Military Leave .......................... Page 22 Article 28 Jury Duty .............................. Page 22 Article 29 Rest Periods ........................... Page 22 Article 30 Latestarts ............................. Page 22 Article 31 Flexible Classifications ................. Page 22 Article 32 Flexible Start Hours ..................... Page 23 Article 33 Flexible Work Schedules ................. Page 23 Article 34 Flexible Job Sharing ..................... Page 24 4 9 0 0 Memorandum of Understanding Table of Contents Page 2 Article 35 Health Insurance ........................ Page 24 Article 36 State Disability Insurance ............... Page 24 Article 37 Long Term Disability .................... Page 25 Article 38 Retirement ............................. Page 25 Article 39 Deferred Compensation .................. Page 25 Article 40 Health Insurance for Retirees ............ Page 25 Attic I e 4 1 Grievance Procedure ..................... Page 2 6 Article 42 Disciplinary Procedures ................. Page 30 Article 43 Alcohol and Drug Policy .................. Page 36 Article 44 Air Pollution Control District ............ Page 40 Article 45 Access to Information ................... Page 40 Article 46 Communications ........................ Page 41 Article 47 Legal Representation .................... Page 41 Article 48 Layoff ................................. Page 41 Article 49 Carlsbad Municipal Water District ........ Page 44 Article 50 Full Understanding. Modification & Waiver . Page 45 Article 51 Provisions of Law ....................... Page 45 Article 52 Retention of Benefits .................... Page 45 Article 53 Non-discrimination Clause ............... Page 46 Article 54 Employer-Employee Organization Relations Resolution ............................. Page 46 Article 55 Americans With Disabilities Act .......... Page 46 Article 56 Family Leave Act ....................... Page 46 Attachment A Salary Schedule . General Employees Attachment B Benefits Retained by CMWD Employees Attachment C Attachment D Employer-Employee Relations Resolution CMWD Salary Schedule and Job Classification (I l 0 e EXHIE MEMORANDUM OF UNDERSTANDING between the City of Carlsbad and the Carlsbad City Employees’ Association Foreword The Memorandum of Understanding is made and entered into between designated management representatives of the City of Carlsbad (hereinafter referred to as the “City”), and the designated representatives of the Carlsbad City Employees’ Association (hereinafter referrec as “CCEA). Preamble It is the purpose of this Memorandum of Understanding (hereinafter referred to as “Memorandum”) to promote and provide for harmonious relations, cooperation, and understanding between the City Management representatives and the general employees COVE under this Memorandum, as shown on Attachment A and Attachment C; to provide an orderly equitable means of resolving any misunderstandings or differences which may arise under 1 Memorandum; and to set forth the agreement of the parties reached as a result of good faith negotiations regarding wages, hours, and other terms and conditions of employment of the employees covered under this Memorandum. Article 1 Recoa nition A The City of Carlsbad recognizes CCEA as the exclusive majority representative for a classifications in this unit, as set forth in Attachment A, pursuant to the petition for formal recognition submitted on February 11 , 1976, and approved April 20, 1976 accordance with the Carlsbad Municipal Code. Attachment C lists additional classifications added to this unit. General unit classifications Secretary to the City Manager and Secretary to the City Attorney shall hereinafter be management classifications governed by the provision: the management compensation plan. B. Article 2 Imdementation This Memorandum constitutes a recommendation to be submitted to the City Council subseqi to the ratification meeting by the membership of CCEA. It is agreed that this Memorandum not be binding upon the parties either in whole or in part unless and until: The City Council acts, by majority vote, formally to approve and adopt said Memorandum. I c i 0 0 Article 3 Te rm The term of this Memorandum of Understanding shall be from January 1, 1995, through December 31, 1995. Article 4 Re neaot iatiorl In the event either party desires to meet and confer in good faith on the terms of a successor Memorandum of Understanding, that party shall serve upon the other a notice of such intent approximately one hundred twenty (120) days prior to expiration of the Memorandum of Understanding. Not more than thirty (30) days following such notice the parties shall meet. such meeting, the parties will decide on a date for the mutual exchange of the issues each wis to address during the meet and confer process. Such exchange shall occur not more than thi (30) days after such meeting. Article 5 Effective Dates As of January 1, 1995, the terms of this Memorandum of Understanding will supersede the provisions of Resolution No. 93-29 adopted by the City Council of the City of Carlsbad on February 2, 1993. Article 6 Authorized Acaents For the purpose of administering the terms and provisions of this Memorandum: A City’s principal authorized agent shall be the City Manager or a duly authorized representative (Address: 1200 Carlsbad Village Drive, Carlsbad, California 92001 Telephone (61 9) 434-2859), except where a particular City representative is specifically designated in connection with the performance of a specific function or obligation set forth herein. CCEA authorized representative shall be its President or authorized representative (Olins, Foerster & Hayes, Attention Doug Olins, 2214 Second Avenue, San Diego, California 921 01, (61 9) 238-1 601). B. Article 7 No Strike and No Lockout A No Strike. During the life of this agreement, neither the Association nor any agents representatives will instigate, promote, sponsor, engage in, or condone any strike (including sympathy strike), slowdown, concerted stoppage of work, sickouts, or ar other intentional disruption of the operations of the City, regardless of the reason fc doing. Penaltv. Any employee engaging in activity prohibited by Article 7, A., or who insti or gives leadership to such activity, shall be subject to disciplinary action. B. 2 * i 0 0 C No Lockout. During the term of this agreement, the City will not instigate a lockout ( a dispute with the employees so long as there is no breach of Section 7, A. D. P fi n i ili -. Each employee who holds the position of officer c the Employee Association occupies a position of special trust and responsibility in maintaining and bringing about compliance with the provision of this article, the Association agrees to inform its members of their obligations under this agreement ai to direct them to return to work. Article 8 Citv Riahts The rights of the City include, but are not limited to the exclusive right to determine missioi its constituent departments, commissions, boards; set standards of service; determine procedures and standards of selection for employment and promotions; direct its employees; take disciplinary action; relieve its employees from duty because of lack of work or other legitimate reason; maintain the efficiency of governmental operations; determine the methoc means, and personnel by which government operations are to be conducted; determine the content of job classifications; take all necessary actions to carry out its mission in emergen and exercise complete control and discretion over its organization and the technology of performing its work. Article 9 Ernd wee Riahts A Employees of the City shall have the right to form, join and participate in the activii of CCEA for the purpose of representation on all matters of Employer-Employee Relations, including but not limited to, wages, hours, and other terms and conditions employment. Employees of the City also shall have the right to refuse to join or participate in the activities of employee organizations and shall have the right to represent themselves individually in their employment relations with the City. No employee shall be interfered with, intimidated, restrained, coerced or discrimini against by the City, CCEA or other employee organization(s) because of the exercise his/her rights under this Article. An individual employee reserves the right to individual representation, upon forma notice to CCEA and the City, on any matter of Employer-Employee Relations. CCEA shall be provided notice of the results of such individual Employee-City meetir 6. C D. Article 10 Association Riahts A B. The City recognizes the right of CCEA to govern its internal affairs. The City agrees to include a one page CCEA “Information Sheet” in the orientation p: for newly hired employees in positions represented by CCEA. The City and CCEA agrc that the purpose of the “Information Sheet” is to familiarize new employees with th operations and benefits of CCEA. All costs associated with preparing the “Informatic 3 el 1 e 0 Sheet” shall be borne by CCEA. CCEA agrees to indemnify and hold the City harmless any disputes between CCEA and employees represented by CCEA arising out of information contained in the “Information Sheet.” Prior to distribution the “Information Sheet” must be approved by the Human Resources Director. The City will furnish bulletin boards for use of CCEA (Bulletin Boards for the exclus use by CCEA shall be provided at City Hall, Las Palmas and the main Library). Mate placed on said bulletin boards shall be at the discretion of CCEA. City may remove CCf material only in the event the material is obviously offensive to good taste, defamato and shall be removed only on prior notification to CCEA. Bulletin boards shall be located at: 1) City Hall Employees’ Lounge, 2) Library Employees’ Lounge, 3) Parks Employee Rooms, 4) Oak Avenue Trailer, 5) Las Palml Employees’ Lounge, 6) Safety Center Employees’ Lounge, 7) Mechanical Maintenancl 8) Stagecoach Community Park, 9) Calavera Community Park, 10) Redevelopment Senior Center. By mutual agreement additional locations may be added. CCEA reserves the right, at CCEA expense, to glass enclose with lock and key the bul boards furnished by the City for the exclusive use by CCEA. Twice annually, within thirty (30) days of written request from CCEA, the City agre to provide CCEA with a listing of names, departments, and classifications of employef classifications represented by CCEA. Names, departments, and classifications provid will refiect the most current data on file with the Human Resources Department as o date the list is prepared. CCEA shall provide and maintain with the City a current list of the names and all authorized representatives of the CCEA. An authorized representative shall not ente work location without the consent of the Department Head or hidher designee or the Manager or hidher designee. The Department Head or his/her designee shall have t right to make arrangements for a contact location removed from the work area of thc employee. Management shall not unreasonably deny access. CCEA may, with the approval of the Human Resources Department, be granted the us1 City facilities for after hour meetings. CCEA shall be allowed to designate employee representatives to assist employees in preparing and processing grievances; and preparing and presenting material for disciplinary appeals hearings. CCEA may designate one employee representative to assist an employee in preparing presenting materials for the above-listed procedures. The employee representative designated shall be allowed reasonable release time from regularly scheduled duties the purpose of investigating and preparing materials for such procedures. Employe representatives who investigate, prepare or present materials during off-duty timc C D. E F. G 4 i 1 a 0 shall do so on their own time. Employee representatives and employees who attend discipline or grievance hearings or City Council meetings during the off-duty time s do so on their own time; providing, however, that employees who are ordered or subpoenaed to attend such hearings shall be compensated in accordance with the over provisions of this Memorandum of Understanding. Designated employee representatives shall be allowed reasonable release time from regularly scheduled duties to attend meetings relative to other matters of employer- employee relations. Designated employee representatives requesting time off under this article shall dirc such request to hidher immediate supervisor in writing within a reasonable time period to the date requested, in order to assure that the department meets its staff net and to assure sufficient coverage of departmental assignments. CCEA may select members of the organization to attend scheduled meetings with the C staff on subjects within the scope of representation during regular work hours with1 loss of compensation. Where circumstances warrant, the City may approve the attendance at such meetings of additional employee representatives with or without I( of compensation. The employee organization shall, whenever practicable, submit tht names of all such employee representatives to the City at least two working days in advance of such meeting. Provided further: ( 1 ) H. That no employee representative shall leave his or her duty or work station 1 assignment without specific approval of the Department Head or other author City management official. That any such meeting is subject to scheduling by City management in a manr consistent with operating needs and work schedules. ( 2 ) Nothing provided herein, however, shall limit or restrict City management from scheduling such meetings before or after regular duty or work hours under appropr circumstances. Article 11 Confidential Ernplovees Confidential employees are restricted from representing any employee organization, which represents other employees of the City, on matters within the scope of representation. Thi! article does not otherwise limit the right of confidential employees to be members of and to office in CCEA. The following positions are designated as confidential: 1 ) 2 ) Unit employees assigned to the Human Resources Department. Unit employees assigned to the City Manager’s Office. 5 8 I 0 0 3 ) 4 ) Unit employees assigned to the City Attorney’s Office. Unit employees assigned to payroll function in the Finance Department and the Financ Department Secretary. Data Processing Programmer, assigned to Information Systems Department. 5 ) Article 12 Pavroll Deduct ions The City shall withhold deductions in amounts designated by CCEA members providing change not occur more frequently than once each fiscal year. Article 13 D istribution of Paychecks For CCEA represented employees the City shall continue to distribute employee pay checks ii sealed and windowed envelopes. Article 14 Compensation Adjustments Employees in the bargaining unit shall receive a general salary increase equal to three perc (3%). Such increase shall be administered as follows: A A lump sum payment with appropriate deductions and withholdings, payable to all employees employed as of the date of the final approval of this agreement, equal to th additional amount such employee would have earned if there had been a general salai increase of three percent (3%) effective January 1, 1995. Said lump sum shall be out within a reasonable time after final approval of this agreement. A prospective general wage increase of three percent (3%) effective upon the endin( the period calculated for the lump sum payment described above. B. Article 15 0 vertime 4. Overtime Any employee required to perform in excess of 40 hours in a 7 day cycle and/or in excess of an employee’s normal work day shall receive compensation at the rate of t and one-half his/her regular rate of pay. The regular rate of pay shall include the following components in addition to base salary: 1 ) Bilingual Pay 2 ) Longevity Pay In determining an employee’s eligibility for overtime, paid leaves shall be included the total hours worked. Excluded from the total hours worked are duty free lunches travel time to and from work, and time spent conducting bona fide volunteer activitit 6 f 4 0 0 There shall be no pyramiding of overtime. Hours worked by an employee in any worl or workweek on which premium rates have once been allowed shall not be used again any other overtime calculation other than computing total actual hours worked. Time worked shall be computed by rounding to the nearest quarter of an hour. 2. Call Back Pav Call back duty occurs when an employee is ordered to return to duty on a non-regul: scheduled work shift. Call back does not occur when an employee is held over from hidher prior shift or is working prior to his/her regularly scheduled shift. An employee called back to duty shall be credited with a minimum of two (2) hours wor commencing at the time of the page, except an employee shall not be entitled to said minimum if the assignment has been scheduled in advance and the employee is providl with at least seven (7) calendar days notice of said assignment. 3. Comtxnsatorv T ime In lieu of receiving overtime pay pursuant to Section 1 above, an employee may elec subject to department approval, to receive compensatory time off on a time and one basis. No employee shall accrue more than 80 hours of such compensatory time. Sh any employee exceed 80 hours of accrued compensatory time, he/she shall be paid a1 time and one-half his/her regular rate. An employee may use such compensatory time within a reasonable period after maki the request if the use of compensatory time does not unduly disrupt the operations of departrnen t. On December 1 of each year, an employee may elect to “cash out” any portion of hi< accrued compensatory time at hidher regular rate of pay. Notice shall be provided the Human Resources Department no later than November 15 of the employee’s elec to “cash out” a portion of his/her accrued compensatory time. This “cash out” shal paid during the first pay period in December. 4. Overtime Authorization All overtime requests must have the prior authorization of a supervisor prior to thc cornmencement of such overtime work. Where prior written authorization is not feasible, explicit verbal authorization must be obtained. Calls for service beyond th end of duty time are considered as authorized. An employee’s failure to obtain prior approval may result in the denial of the overt request. 5. Clothes Chanaing Employees are not authorized to wear their uniforms or any part thereof that is distinguishable as such unless on duty. Each employee is provided with a locker for 7 6 0 0 hidher own personal convenience. An employee may or may not utilize the locker fc storage and changing purposes at hidher own discretion. Nothing herein prevents an employee from wearing his/her uniform to and/or from his/her residence to work. Nothing herein prevents an employee from wearing his/her uniform while conductin personal business during lunch time. Time spent in changing clothes before or after a shift, is not considered hours workec and is not compensable in any manner whatsoever. 6. Trainina Time Training time outside normally scheduled work hours shall be cornpensated pursuant Code of Federal Regulations (CFR), Section 785.27, elet. &g. Travel time outside normally scheduled work hours shall be compensated pursuant ti CFR Section 785.33, el. 3eg. When feasible, the Department will adjust the employee’s work schedule to minimizc impact of travel and training time. 7. Citv Vehicle Use Employees who are provided with a City vehicle to travel to and from work shall not compensated in any manner whatsoever for such travel time in the City vehicle. This provision also applies in those situations where the radio must be left on and monitored. 8. lhllzmu When an employee is physically called to court, while off duty, he/she shall be credi on an hour for hour basis for the time actually spent in court. An employee shall be credited with a minimum of two (2) hours for the court appearance. Travel time st not be considered hours worked and shall not be compensated in any manner whatsoe 9. - “Standby assignment” requires an employee to: a Review and confirm receipt of the standby assignment schedule within the deadlines established by the applicable department; Wear a City-provided pager and carry a City-provided cellular phone durin! standby assignment; b. a I 0 0 C. Respond to a page by telephone promptly without delay. If an employee has arranged for another employee to respond, the employee must notify the supervisor, the department, and dispatch of the name of the substitute emplo) who will respond. Thereafter, callback shall be handled in accordance with e: department’s standby/callback policy; Each department’s standby/callback policy shall be developed and submitted t Association representatives for meeting and conferring which shall be compk within sixty (60) days of the final approval of this agreement. In addition, tl City shall provide training for the supervisors and managers responsible for administering departmental standby/callback policies and shall also provide orientation for all employees subject to the standby/callback policies; Abide by the City’s Alcohol and Drug Policy as specified in Article 43 of this agreement during standby assignment; Wear appropriate clothing, safety equipment, and any other form of City identification as defined by the department when making a callback response standby assignment; Accept $20.00 per day (or $14.29 for former CMWD employees) for each d on standby assignment. Acknowledge and agree that time on standby assignment is not considered to bc compensable work time for purposes of the Fair Labor Standards Act (FLSA) provided, however, (1) individuals have not waived any rights they may haw outside of this contract under the FLSA; and (2) neither the fact of these negotiations nor the changes negotiated in this agreement shall be used by eil party or by any individual to the prejudice of the other party in any grievanc complaint outstanding as of the time of this agreement. d. e. f. g. h. 10. Shift Trades The practice of shift trading shall be voluntary on behalf of each employee involved the trade and must be approved in advance by the department. The trade must be due the employee’s desire or need to attend to a personal matter and not due to the department‘s operations. The employee providing the trade shall not have his/her compensable hours increased as a result of the trade; nor shall the employee receivi the trade have his/her compensable hours decreased as a result of the trade. Any premium pay or other extra compensation will be waived for both individuals durin! period they work for the other. Any hours worked beyond the normal work day will credited to the individual actually doing the work. “Paybacks” of shift trades are the obligation of the two employees involved in the tr, Any dispute as to paybacks is to be resolved by the involved employees, and under nc circumstances will the department be obligated for any further compensation whatsoever to any of the involved employees. The department is not responsible in i 9 t 0 0 manner for hours owed to employees by other employees that leave the employment c the City or are assigned other duties. If one individual fails to appear for the other without prior notification, the person v was “traded in” will be listed as absent without leave and may be subject to disciplii action. 11. Earlv Relief The practice of early shift relief shall be voluntary on behalf of each employee involt in the relief and must be approved in advance by the department. The employee providing the early relief shall not have hidher compensable hours increased as a result of the early relief; nor shall the employee relieved early have hidher compensable hours decreased as a result of the early relief. “Paybacks” of early rc hours are the sole obligation of the two employees involved in the early relief. Any dispute is to be resolved by the involved employees, and under no circumstances wil department be obligated for any further compensation whatsoever to any of the invol employees. The department is not responsible in any manner for hours owed to employees by other employees that leave the employment of the City or are assigned other duties. Article 16 Workina Out of Classification Whenever the needs of the City require an employee to temporarily perform the duties of a higher classification than that in which the employee is currently employed for a period of I than fifteen (15) consecutive working days or more than forty-five (45) cumulative work days within a fiscal year, the employee shall receive the salary rate of the higher class in u he/she is performing the required duties. In such cases, the employee shall be paid at an appropriate step of the salary schedule of the higher classification which will assure an increase of not less than 5% greater than the salary of his/her current position, but in no c shall such salary exceed the top salary step of the higher classification. The higher salary payable shall commence on the sixteenth (16th) working day following the temporary reassignment of the performance of duties of the higher classification. The requirement for performance of duties of the higher classification shall be placed in writing by the Human Resources Director following recommendation by the affected Department Head. No employf shall be required to perform any of the duties of a higher classification unless that employel deemed to possess the minimum qualifications of the higher classification by the Human Resources Director as recommended by the affected Department Head. The employee assigned to perform the duties of a higher classification shall not serve for ml than one hundred and eighty (180) calendar days in a higher classification unless approved the City Manager. A person appointed in an acting capacity shall be eligible to receive merit increases in his, regular position during the acting appointment, but shall not be entitled to merit increases the position which he/she holds in an acting capacity. 10 t 0 0 The Human Resources Director shall obtain the employee’s written consent for the tempora performance of any of the duties of the higher classification beyond a period of fifteen (15) working days, prior to the employee’s assuming or continuing the duties and compensation o higher classification, which consent shall clearly state that it is understood that a reduction salary shall be effected to his/her original salary rate upon the expiration of the need for th performance of the duties of the higher classification. Article 17 I niured o n Dutv Occupational Sick Leave is leave with pay that is granted to employees who have sustained a work related injury or illness and are temporarily disabled from work. Any general employee that sustains a work related injury or illness and becomes temporari disabled from work as a result, may receive their full salary, in lieu of the State mandated temporary disability benefit, for a period of up to forty-five (45) calendar days for any si1 incident. The periods of temporary disability need not be continuous. Any aggravation of a pre-existing occupational injury or illness will be treated as such and as a new injury. In this situation, the employee will not be entitled to any occupational sick leave benefit which exceeds the original maximum of forty-five (45) calendar days. The City reserves the right to determine whether occupational sick leave will be granted. Granting of occupational sick leave will be subject to the same procedures and standards (including predesignated physicians, resolution of disputes over benefits, use of Agreed Mec Examiners, etc.) as used in workers’ compensation matters. An employee that is still temporarily disabled after the forty-five (45) calendar days have been exhausted will be paid at the rate established by the California Labor Code for such disabilities. However, the City shall supplement the State rate, up to the employee’s full sl level, by utilizing any vacation, sick, or compensatory leave that the employee has accrued. Once the employee’s accrued leave has been exhausted, the employee will be compensated at State rate for the balance of the temporary disability period. Wages alone will be the basis of computation for occupational sick leave. Any general employee who is temporarily disabled from work because of a work related ini or illness will continue to accrue sick leave and vacation leave for the period of incapacitati that does not exceed forty-five (45) calendar days. However, once the maximum occupatio sick leave benefit has been exhausted [forty-five (45) calendar days] the employee will no longer accrue sick or vacation leave for the duration of hidher absence. Article 18 Bilinaual Pav The City will provide additional compensation to an employee, designated by the Human Resources Department, in the amount of $40.00 per pay period for the performance of bilingual skills. The determination of the number of persons/positions to be designated as bilingual is the sole discretion of the City. 11 t 0 0 In order to qualify for and receive bilingual pay, employees must pass a bilingual proficienc test in the Spanish language as determined appropriate by the City. This Article shall not be subject to the grievance procedure. Article 19 Un iforms and Equipment A The City shall continue to provide and maintain uniforms in the maintenance departments. Employees shall be responsible for proper care and maintenance of uniforms. Except for reasonable travel time to and from work, uniforms shall not be worn outs the context of performing maintenance functions while on duty or as otherwise actinc an agent of the City. The City shall continue to purchase safety boots or safety shoes for classifications as determined by the City. The City shall establish, subject to consultation with the affected employees, a voucher system to purchase safety footwear from City-approvc vendors. Individual acquisitions made outside the voucher system must be pre-apprl for reimbursement after review by the employee’s supervisors. Acquisition of safety footwear shall be limited to a maximum of two (2) times per y not to exceed a cost of $125 per acquisition. In special circumstances as determined pre-approved by the employee’s supervisor, safety footwear acquisition requiring t expenditure over $125 may be made one (1) time per year, not to exceed a cost of $1 75. The City will reimburse any employee who is required to wear safety glasses and/oi goggles up to one hundred seventy-five dollars ($175) in a calendar year for the co prescription lenses for such glasses and/or goggles, subject to the following conditic 1. 2. B. C. D. E. The employee must present an appropriate receipt; Reimbursement is for lenses only and not for eye examination, treatment or visits to an optometrist or optician; The City will provide reimbursement only for glasses and/or goggles if the prescription has changed or if glasses and/or goggles have been damaged; anc Glasses and/or goggles for which the City has provided reimbursement shall be used while performing work for the City. 3. 4. 12 8 1 0 0 Article 20 Too I Allowance This article applies only to eligible employees in the following job classifications who furni their own tools as a condition of employment: Equipment Mechanics, Equipment Service Workers, and Equipment Mechanic Supervisors. Employees in the job classifications mentioned are required to provide their own tools on thi job as a condition of employment. The employees are further eligible to receive a cash tool reimbursement provided that the conditions for receiving the reimbursement are met. Tools and tool boxes will be replaced in kind if they are lost due to fire, burglary, or robbei the City facility or some other catastrophe or accident not due to the employee’s negligence ( fault. Tools and tool boxes will not be replaced due to employee negligence. An inventory of the tools in the employee’s possession at work, including those tools over and above the “essential tool list,” must be on file with the Superintendent. The City has the right to reqi that a specialized tool(s) not be kept in the employee’s inventory. The tool allowance will be made in the form of a cash payment of $400 per year, paid only o during the fiscal year, by September 30, and cannot be accumulated from one year to anoth It is the responsibility of the Equipment Maintenance Superintendent to direct the administration of the tool allowance and: A Provide a list of “essential tools” which define the full inventory of tools required i employees to be eligible for tool aHowance. Recommend revisions to the “essential tools” and to meet the requirements of curre skilled trades technology. Informally agree with members of the shop when considering adding tools to the “essential tool list.” B. C Employees receiving a tool allowance shall allow inspection of personal tool box by supervi to verify outfitting of tools. The eligible employee during each work shift must have all the tools listed as “essential tools.” Failure to keep said tools on site will result in the tool allowance being withheld from the individual until such time as the employee comes into possession of all “essential tools.” The appropriate supervisor during the month of August will: A B. Review the personal tool inventory as meeting the requirements of “essential tools Provide a recommendation to the Superintendent of an alternate tool as a substitute the tool listed on the “essential tools” list on an item-by-item basis. In September of each year, the Superintendent shall prepare requests for warrant to provic for payment of the tool allowance to eligible employees. 13 , 0 0 Article 21 Lonaevitv Pay 1. Salary Step L1 shall apply to any range in the Salary Plan to provide for a five percc (5%) increase of base salary for miscellaneous employees who have attained five ( continuous years of service in the City of Carlsbad at the "E Step of the same salary range in the Salary Plan. Employees who have accrued all or part of five (5) years ( continuous service at the "E Step of the same salary range prior to July 1, 1976, I credit this service toward the service requirement for movement to Salary Step L1. any case where an employee is promoted and moves from the employee's existing clas another class, allocated to a higher range of cornpensation, the employee shall be advanced to the lowest step in such higher range which will provide a five percent ( salary increase. Salary Step L2 shall apply to any range in the Salary Plan to provide for a two and o half percent (2-1/2) increase of basic salary for those miscellaneous employees wI on or after July 1, 1976, have attained ten (10) continuous years of service in the of Carlsbad at the "E Step of the same salary range in the Salary Plan. Eligibility Salary Step L2 is contingent upon the employee being recommended for such salary : by the employee's Department Head and such recommendation being approved by the Manager. Failure of the Department Head to recommend and of the City Manager to approve sh, not constitute grounds for submission of a grievance or an appeal to the Personnel Bc Employees who have accrued all or part of ten (10) years of continuous service at tt "E" Step of the same salary range, prior to July 1, 1976, may credit this service toward the service requirement for movement to Salary Step L2. In any case where employee is promoted and moves from the employee's existing class to another class allocated to a higher range of compensation, the employee shall be advanced to the lo! step in such higher range which will provide a five percent (5%) salary increase. 2. 3. Article 22 Vacation A Basis of Accrud Accrual of vacation begins with the first working day following appointment and thereafter accrues on a biweekly basis to begin at the first (1st) full pay period afl eligibility. The following shall be the annual vacation leave schedule. e Beginning with the first (1st) working day through the completion of five ( full calendar years of continuous service - 80 hours/year (3.08 hours biweekly). e Beginning the sixth (6th) year of employment through the completion of ten (10) full calendar years of continuous service - 120 hours/year (4.62 ho bi we e kl y ) . 14 0 0 Beginning the eleventh (1 1 th) year of employment through the completion 01 eleven (11) full calendar years of continuous service - 128 hours/year (4. hours biweekly). 8 Beginning the twelfth (12th) year of employment through the completion of twelve (12) full calendar years of continuous service - 136 hours/year (5, hours biweekly). 8 Beginning the thirteenth (1 3th) year of employment through the completion thirteen (13) full calendar years of continuous service - 144 hours/year ( hours biweekly). * Beginning the fourteenth (14th) year of employment through the completion fifteen (15) full calendar years of continuous service - 152 hourslyear (5 hours biweekly). 8 Beginning the sixteenth (1 6th) year of continuous employment, vacation tim shall be accrued, and remain at a rate of 160 hours for every full calendar y of continuous employment thereafter (6.1 5 hours biweekly). B. Vacation Accrual All employees shall be entitled to accrue vacation up to a maximum of 240 hours. Department Heads shall encourage the taking of accrued vacation leave. If for some specific reason an employee wishes to accrue vacation leave in excess of the limits established herein, he/she must submit a request in writing to his/her department listing these reasons. The Department Head and City Manager shall review and may such request if it is in the best interest of the City. The excess of the limit shall be determined by the Department Head and the City Manager. It is not the intent of thi! section to penalize an employee who is not able to utilize hidher accumulated vacati because of scheduling problems within the individual department. Effects o f Holidav o n Vacation Leave In the event one or more authorized municipal holidays fall within a vacation leave, holiday shall not be charged as vacation leave, but shall be credited as a holiday. Effect of Leave of Absence on Accrual of Vacation Leave An employee’s accumulation of vacation leave will cease after the completion of twc full scheduled pay periods in which the employee has not received compensation due leave of absence without pay. Accrual will be reinstituted beginning the first day of first full pay period after the employee has returned to work. C. D. 15 4 0 e E Comoensat ion for Citv Work Durina Vacation Prohibited No person shall be permitted to work for compensation for the City in any capacity, except compensation for mandated court appearances, during the time of hidher paic vacation leave from City service. This clause shall not limit the City’s right to recall employee from vacation in the event of an emergency and place him/her on regular p status. F. Schedul ina Vacat ions An employee may take hidher annual vacation leave at any time during the year, contingent upon determination by hidher Department Head that such absence will nc materially affect the department. Each employee must consider the needs of the sew when requesting annual vacation leave. An employee shall normally provide one wee notice in advance of the day(s) he/she is requesting vacation time off. When a famil! emergency arises which necessitates the use of vacation time, an employee shall pro as much advance notice as possible considering the particular circumstances. G Terminal Vacat ion Pay An employee with regular status separating from the City service who has accrued vacation leave shall be entitled to terminal pay in lieu of such vacation. No leave crc will be earned on terminal leave payments. When separation is caused by death of ar employee, payment shall be made to the estate of such employee or, in applicable cas as provided in the Probate Code of the State. Article 23 Holidavs A Authorized HolidavS The City shall observe: eleven (11) scheduled paid holidays plus two (2) floating holidays for employees assigned to eig ht-hour-per-day-five-days-per-week workweeks and employees participating in the trial 9/80 alternative work schedule nine (9) scheduled holidays plus two (2) floating holidays for employees assigned tc ten-hours-per-day-four-days-per-week workweeks. The floating holiday may be at the discretion of the employee with prior approval of the Department Head. Mart Luther King’s Birthday (MLK) will be commemorated by City employees as a floatin holiday. lf/when local government employers are required to commemorate MLK on designated date, this floating holiday will convert to a scheduled holiday. The scheduled paid holidays that will be official City holidays for the term of this agreement shall be as follows: New Year’s Day Veteran’s Day Lincoln’s Birthday Thanksgiving Day Washing ton’s Birthday Thanksgiving Friday Memorial Day Christmas Day 16 e e Independence Day Labor Day Columbus Day Martin Luther King’s Birthday (Floating Holidz One (1) Floating Holiday B. pr ocedure if Holidav Falls on Satu r dav o rn Su day For those employees whose normal work week is Monday through Friday, when a holi falls on a Saturday, the preceding Friday shall be observed as a holiday. When a holic falls on a Sunday, the following Monday shall be observed as a holiday. The City shall annually develop and publish a holiday schedule which will identify thc specific days on which the above holidays will be observed as official City holidays ar which days will not be observed for employees on ten-hours-per-day-four-day-pi week workweeks. Fmplovees Reau ired to Work on Holidw 1. C. Any employee who shall be required to work on any holiday which he/she is entitled to take off under the provisions hereof shall receive compensation therefore at the rate of time and one-half for actual hours worked plus eigh nine (9), or ten (IO) hours of holiday pay as applicable. All employees who entitled to be absent on any holiday, and who in fact are absent, shall receive compensation therefore at the straight time rate. Those employees whose work schedules and assignment of duties require hin to work on an authorized holiday shall receive eight (8), nine (9), or ten ( hours of holiday pay as applicable for such work week at the same rate of pa] which he/she is employed, in addition to his/her normal pay for the time wc If a holiday occurs on a day which is the employee’s regular day off he/she s be entitled to holiday pay in the amount of eight (8), nine (9), or ten (IO) hours as applicable at straight time. 2. 3. D. Emplovees on I ndustrial Leave Employees on Worker’s Compensation Leave pursuant to Article 17 shall not be ent to additional pay and/or additional time off for holidays which occur during the time employee is on industrial leave. Effect of Sick Leave on Holidav Pav An employee whose work schedule and assignment of duties require him/her to wort an authorized holiday and who calls in sick on that work shift shall be paid eight (E nine (9), or ten (10) hours as applicable of holiday pay and shall also be charged I the appropriate use of sick leave. E 17 . 0 e Article 24 Sick Leave AAccrual Every probationary and regular full time employee shall accrue eight (8) hours sic1 leave, with pay for each calendar month of actual continuous service dating from the commencement of said service, with such time to be accrued on a biweekly basis. Sui accruals shall be cumulative. An employee shall not receive payment for unused sic1 leave accumulated to hidher credit upon termination, whether voluntary or involuntary. Sick leave shall not be considered a right which an employee may use at hidher discretion. Sick leave shall be allowed as follows: 1. 2. In the case of actual illness or disability that is not job related. Exposure to contagious disease that would jeopardize the health of others. WI sick leave is granted under these circumstances, an explanatory medical certificate from the physician is required. A pre-scheduled doctor, dental, or optometry appointment has been approvec the employee’s direct supervisor. Because illness of a member of the immediate family requires constant care i no other care is available and/or financially feasible except that of the emplc Immediate family is defined in Article 25, Bereavement. 3. 4. B. Proof of Illness In order to receive compensation while absent from duty on sick leave, the employes must notify his/her immediate supervisor prior to the time set for the beginning of hidher regular duties. The Department Head may request a certificate issued by a licensed physician or other satisfactory proof of illness when abuse is suspected an1 when sick leave use is in excess of three (3) consecutive work days. The Departmen Head may also designate a licensed physician to conduct a physical examination, and s examination shall be conducted at City expense. Employees shall be required to am for all hours they are requesting as sick leave by filling out a leave of absence requt form. Violation of sick leave privileges may result in disciplinary action andor lo pay when in the opinion of the Department Head the employee has abused such privil Effect of Leave of Absence An employee’s accumulation of sick leave will cease after the completion of two (2: scheduled pay periods in which the employee has not received compensation due to a of absence without pay. Accrual will be reinstituted beginning the first day of the full pay period after the employee has returned to work. C. 18 L 0 0 D. Blood Donations Employees making a donation of blood without charge will be given reasonable time o for that purpose. No charge will be made against annual or sick leave when such abse is approved in advance by the supervisor. E Effect of Ho lidavs Holidays occurring during sick leave shall not be counted as sick leave. F. Sick Leave Conversion Any permanent employee who has accrued and maintains a minimum of one hundred (100) hours of sick leave shall be permitted to convert up to twelve (12) days of accumulated uncompensated sick leave to vacation at a ratio of three (3) sick leave d per one (1) day of vacation. The sick leave conversion option will be provided durin the first week of each fiscal year. Any permanent employee applying for retirement with the Public Employees’ Retirement System may convert accrued and unused sick leave time to extend servict time in the system at the ratio of 25 days of accrued sick leave to one month of extenc service. Article 25 Bereavement Leave A An employee may use up to three work shifts of paid leave if required to be absent fr duty due to the death of a member of the employee’s immediate family. Additional tir off may be authorized by the Department Head and charged to accrued vacation or tre as leave without pay. The “immediate family” shall be defined as: Spouse, child, parent, sibling, grandparents; the aforementioned either natural, step or in-law, or any per over which the employee acts as legal guardian, or a verifiable current men of the immediate household. 6. The employee may be required to submit proof of relative’s death before final apprc of leave with pay is granted. 19 0 0 Article 26 Leave of Absence 1. Leave of Absence Without Pav A General Policv Any employee may be granted a leave of absence without pay pursuant to the recommendation of his/her Department Head and the approval of the City Manager. A leave without pay may be granted for any of the following reasons: 1. Illness or disability. 2. To take a course of study which will increase the employee’s usefulnes return to hidher position in the City service. For personal reasons acceptable to the City Manager and Department I- 3. B. Authorization Procedu re Requests for leave of absence without pay shall be made upon forms prescribi by the City Manager and shall state specifically the reason for the request, tt date when the leave is desired to begin, the probable date of return, and the agreement to reimburse the City for any benefit premiums paid by the City during the leave of absence. The request shall normally be initiated by the employee, but may be initiated by hidher Department Head, and, upon writt recommendation of the Department Head that it be granted, modified or deniec shall be promptly transmitted to the City Manager. A copy of any approved request for leave of absence without pay shall be delivered promptly to the Directors of Finance and Human Resources. Lenath of Leave and Extension A leave of absence without pay may be made for a period not to exceed six mo unless otherwise approved by the City Manager. The procedure for granting extensions shall be the same as that in granting the original leave provided t the request for extension is made no later than fourteen (14) calendar days to the expiration of the original leave. C D. Return From Leave When an employee intends to return from an authorized leave of absence wit pay either before or upon the expiration of such leave, he/she shall contact hidher Department Head at least fourteen (14) calendar days prior to the d he/she plans to return. The Department Head shall promptly notify the City 20 0 0 Manager of the employee’s intention. The employee shall return at a rate of F not less than the rate at the time the leave of absence began. E Effect of Leave Without Pay An employee shall utilize all hidher compensatory time off, vacation, and/o sick leave (if applicable) prior to taking an authorized leave of absence withc Pay. A prorata reduction of normal annual vacation and sick leave accruals shall bc applicable to an approved absence without pay. Any absence without pay constitutes a break of continuous service with the City. The granting of any I( without pay exceeding two full scheduled pay periods shall cause the employe salary anniversary date and calculation of full-time continuous service to be extended by the number of calendar days for which such leave has been grant€ less the first two full pay periods of such leave. An employee’s accumulation of sick leave and vacation leave will cease after. completion of two (2) full scheduled pay periods in which the employee has I received compensation due to a leave of absence without pay. Accrual will be reinstituted beginning the first day of the first full pay period after the empl has returned to work. heave Without Pav - Insurance Pavrnents and Privileaes An employee on leave without pay may continue hidher City insurance bene by reimbursing the City for the costs of insurance on a monthly basis during period of the leave. Failure to reimburse the City for such benefits during tt term of a leave of absence will result in the employee’s coverage terminating the first day following the month in which the last payment was received. An employee on leave of absence without pay shall not have all of the privileg granted to regular employees. F. 2. Preanancv Disabilitv Leave An employee disabled by pregnancy shall be allowed to utilize a combination of accri sick leave, vacation, compensatory time and leave without pay to take a leave for a reasonable period of time, not to exceed four months. An employee shall utilize all accrued leave prior to taking leave without pay. Reasonable period of time means that period during which the employee is disabled on account of pregnancy, childbirth, or related conditions. An employee who plans to take a leave pursuant to this article shall give the City reasonable notice of the date the leave shall commence and the estimated duration of leave. 21 0 e Article 27 Militarv Leave Military leave shall be authorized in accordance with the provisions of State and Federal law The employee must furnish satisfactory proof to his/her Department Head, as far in advance possible, that he/she must report to military duty. Article 28 Ju rv Duty When called to jury duty, an employee, having provided at least five working days written notice, shall be entitled to hidher regular compensation. Employees released early from ji duty shall report to their supervisor for assignment for the duration of the shift. Employee1 shall be entitled to keep mileage reimbursement paid while on jury duty. A Department Head may, at hidher sole discretion, contact the court and request an exempt andlor postponement of jury service on behalf of an employee. Employees released early from jury duty shall report to their supervisor for assignment fc the duration of the work day. At the discretion of the supervisor, an employee may be releai from reporting back to work if an unreasonable amount of the work day remains in light of travel time to the job site after release. Article 29 Rest Periods All CCEA represented employees shall receive, at the direction of the respective department (2) fifteen (15) minute rest periods, one each approximately at the mid-point of each one shift. Employees working in the field shall take, at the direction of the department, rest pel at or nearby the work site or return to their department for rest. Rest time is not cumulai beyond the half scheduled work day within which the break period occurs. Article 30 Late Sta rtS An employee who is tardy to work shall be formally counselled by his/her supervisor. If tardiness continues, the employee may be docked pay at the discretion of the supervisor. SL docking shall be done in fifteen (15) minute increments. An employee may not substitute accrued compensatory time, vacation, holiday, or sick leave for the docked pay. Nor may thl employee utilize a shortened break period or lunch period. Article 31 Flexible Classifications An employee hired into one of the listed entry level positions shall be reclassified to the jot level position following twelve (12) months of successful service in the entry level positio The employee shall be placed at the nearest step of the journey level salary range which represents a minimum five percent (5%) salary increase. Entrv Level Position Account Clerk I Journey Level Position Account Clerk II 22 e 0 Technician I Building Technician II Engineering Technician I Library Assistant I Maintenance Worker I Maintenance Worker I Maintenance Worker I Meter Services Worker I Planning Technician I Police Records Specialist I Tree Trimmer I Tree Trimmer II Engineering Technician II Library Assistant II Park Maintenance Worker II Street Maintenance Worker II Utility Maintenance Worker II Meter Services Worker II Planning Technician II Police Records Specialist II An employee hired into one of the listed entry level positions shall be reclassified to the joL level position following twenty-four (24) months of successful service in the entry level position. The employee shall be placed at the nearest step of the journey level salary range which represents a minimum five percent (5%) salary increase. Entrv Level Position Building Inspector I Code Enforcement Officer I Construction Inspector I Equipment Mechanic I Librarian I Librarian II Journev Level Positioq Building Inspector II Code Enforcement Officer II Construction Inspector II Equipment Mechanic II Articl ~~ r CCEA employees, with Department Head approval, may alter their starting time per shift between the hours of 6:OO a.m. and 9:00 a.m. The Department Head may revoke the flexibk start time at any time and return the employee to regular working hours for that particula department. An employee shall receive fourteen (1 4) days notice, unless extenuating circumstances preclude such a notice, prior to revocation of flexible start hours. This arti is not subject to the grievance procedure. Article 33 Flexible Work Schedules Employees hired on or after December 23, 1991, by departments/divisions currently operating on an alternative work schedule shall be subject to having their daily work sched changed at the sole discretion of the department. Such changes include, but are not limited i number of days/hours to be worked on a daily basis and in a payroll period; b) normal days and c) starting/ending times of assigned shifts. This article shall not be subject to the grievance procedure. 9/80 Alternative Work Schedule: The parties acknowledge that they met and conferred in good faith over the terms an( conditions for implementation of a 9/80 work schedule. The result of that meeting i conferring is reflected in the City of Carlsbad’s Administrative Order No. 57, by wl 23 m e the parties will control implementation of the 9/80 schedule. Consistent with Administrative Order No. 57, it is agreed that the 9/80 schedule will be implementec a trial basis for a minimum period of nine (9) months and that an evaluation will be conducted to determine whether the 9/80 will be adopted. This article shall not be subject to the grievance procedure. Article 34 Flexible Job S haring Two or more employees may, with the express written approval of the City Manager, the Hu Resources Director, and the affected Department Head, participate in a flexible job sharing program. The specifics of such a program shall be determined by the employees and the City a case by case basis. Prior to implementation of any such programts), a written agreement setting forth the specifics of the program shall be signed by the affected employec and the City. This article shall not be subject to the grievance procedure. Article 35 Hea I t h Insurance The City agrees to apply funds from its medical insurance reserves so that employees with coverage under either Northwestern or Kaiser will not pay more than the following: MONTHLY Emplovee Co ntribution Citv Co n tribu t io4 Cateaorv Nwestern Kaiser Nwestern Kaiser Employee Only 11.62 7.06 184.46 130.00 Employee + 1 Dep. 41.20 14.10 414.94 260.00 Employee w/2 Dep. 66.00 19.96 530.26 368.1 6 This guarantee shall expire on December 31, 1995. The parties agree that on or before June 30, 1995, dental insurance through Northwesterr National Life will be implemented for Kaiser enrollees, and vision plan (plan to be determi will be implemented for all employees. The parties further agree that they have met and conferred regarding establishment of a wellness program to provide up to $250 in reimbursements to each employee per calendar year. The parties further agree that the Ci will meet and confer regarding the terms and conditions and benefits offered by the vision F and the wellness program. The intent of the parties is to implement the wellness program I June 30, 1995. The parties agree that the Association may opt not to participate in the wellness program. Article 36 State Disa b i I i tv Insurance A Employees represented by CCEA will be enrolled in the State Disability Insurance Program. (The City agrees to pay the premium.) 24 , 0 e B. Employees represented by CCEA shall be entitled to combine accumulated sick leave 1 State Disability payments for the purpose of achieving the equivalent of their pre- disability salary to the extent allowed by law during any period of nonindustrial disability. Under no circumstances shall the combination of sick leave and State Disability Insurance payments exceed the employee’s pre-disability salary. brticle 37 Lona Term Disabilitv During the term of this memorandum, City agrees to continue to provide long term disabilit; insurance. Said insurance shall provide for a ninety (90) day waiting period prior to paym eligibility. In all other respects, said insurance shall continue unchanged. Article 38 Retirement A For CCEA represented employees the City shall continue to pay 100% of the employe seven percent (7%) contributions to PERS. Further, the City will continue to pay 1 single highest year provision and survivors benefit plan. Effective within a reasona period after final approval of this agreement, the City will take steps to amend its contract with PERS to provide the third level of 1959 Survivors’ Benefits. The City shall continue to contract with PERS for the military service credit option. cost of this option is borne entirely by the employee. Payments by the employee to P are to be arranged by the employee directly with PERS. Once such a payment schedu has been approved by PERS, the employee may arrange with the City for such payms to be made by means of payroll deduction. B. Article 39 Deferred ComDensation The City shall provide for a Deferred Compensation Plan which may be utilized by any empl on an optional basis. The City reserves the right to accept or reject any particular plan anc impose specific conditions upon the use of any plan. Such plan shall be implemented withoi cost to the City. Article 40 Health Insurance for Retirees Employees who retire from the City, either service or disability, shall be eligible to contin participate in the City’s health insurance program. The cost of such health insurance for tl employee, and eligible dependents, shall be borne solely by the employee. The City shall no charge the COBRA administrative cost to the retirees. In order to qualify for this benefit, the retiree must have a minimum of five (5) years of ( service and be a minimum of fifty (50) years of age. The retiree must make arrangements with the City to prepay his/her monthly premiums ai must keep such payments current to ensure continued coverage. 25 I 0 e A retiree who does not choose continued coverage upon retirement, or drops coverage, is not eligible to return to the City’s health insurance program. Article 41 Grievance Procedure Definition A “grievance” is a formal, written allegation by a grievant that he/she has been adversely affected by an existing violation, misinterpretation or misapplication of the specific provisi of the Memorandum of Understanding and/or provisions of the Personnel Rules and Regulatic The City’s exercise of management rights is not reviewable under this procedure unless SUC exercise also violates other provision(s) of the MOU and/or the Personnel Rules and Regulations. A grievance is not reviewable if it would require the modification of a policy established by the City Council or by law, or is reviewable under some other administrative procedure and/or rules of the City, such as: ( 1 ) ( 2 ) Procedu re 1. Appeals from formal disciplinary proceeding. Appeals from work performance evaluations. Jnformal Resolution: Every effort shall be made to resolve a grievance through discussion between the employee and hidher immediate supervisor. It is the spirit intent of this procedure that all grievances are settled quickly and fairly without subsequent discrimination and/or reprisals against employees who may seek to adju grievance. Every effort should be made to find an acceptable solution at the lowest 11 of supervision. Within twenty (20) calendar days after a grievant knew, or by reasonable diligence should have known, of the condition upon which a grievance ma) based, the grievant shall attempt to resolve it by an informal conference with the grievant’s immediate supervisor. The immediate supervisor shall give hidher response to the employee within five (5) calendar days of the informal conference. Forma I Reso lution: If the problem cannot be resolved between the employee and the supervisor, the employee may, within twenty (20) calendar days from the date of receiving the answer from his/her supervisor, request in writing and be granted an interview with the division manager, if one exists, in order to discuss the grievance If the division manager and employee cannot reach a solution to the grievance, the employee may, within twenty (20) calendar days from the date of receiving the ans from the division manager, request, in writing, and be granted an interview with th Department Head. The Department Head shall render his/her decision in writing within twenty (20) calendar days of receiving the appeal. If the Department Head and employee are una arrive at a satisfactory solution, the employee may, within twenty (20) calendar dz 2. 26 0 0 from the date of the decision by the Department Head, submit a written appeal and be granted an interview with the Assistant City Manager. The Assistant City Manager shall render hidher decision in writing within twenty calendar days of receiving the appeal. If the Assistant City Manager and the employe6 unable to arrive at a satisfactory solution, the employee may, within twenty (20) calendar days from the date of the decision by the Assistant City Manager, request a hearing before the Personnel Board. The employee’s request for hearing before the Personnel Board must be addressed to Human Resources Director and received in the Human Resources Department so that same is date stamped by the Human Resources Department within the 20-day period If, within the 20-day appeal period, the employee involved does not file said appeal, unless good cause for the failure is shown, the action of the department shall be considered conclusive and shall take effect as prescribed. If within the 20-day appe period, the employee involved files such notice of appeal by giving written notice of appeal to the Human Resources Department, an appeal hearing shall be established a follows: A Where practicable, the date for a hearing shall not be less than 20 calendar ( nor more than 60 calendar days, from the date of the filing of the appeal wit1 Human Resources Director. The parties may stipulate to a longer or shorter period of time in which to hear the appeal. All interested parties shall be nc in writing of the date, time, and place of hearing. All hearings shall be private provided, however, that the Personnel Board s at the request of the employee, open the hearing to the public. Subpoenas and subpoenas duces tecums pertaining to a hearing shall be issue{ the request of either party, not less than seven calendar days, prior to the commencement of such hearing. After the commencement of such hearing, subpoenas shall be issued only at the discretion of the Personnel Board. The hearing need not be conducted in accordance with technical rules relating evidence and witnesses. Any relevant evidence shall be admitted if the Perso Board so determines, regardless of common law or statutory rules which mi limit the admissibility of such evidence in court actions. Hearsay evidence i admissible, but may not be the sole support for any finding. Irrelevant and unduly repetitious evidence shall be excluded. Privileged information (e.g., communications between an attorney and client) shall be subject to the same limitations as in court actions. The Personnel Board shall rule on the admis or exclusion of evidence. Each party shall have these rights: To be represented by legal counsel or otl person of his/her choice; to call and examine witnesses; to introduce evidenc cross-examine opposing witnesses on any matter relevant to the issues even B. C. D. E 27 I 0 0 though that matter was not covered in the direct examination; to impeach any witness regardless of which party first called him/her to testify; and to rebi the evidence against him/her. If the employee does not testify in his/her owr behalf, he/she may be called and examined as if under cross-examination. 0 evidence shall be taken only on oath or affirmation. A court reporter will be engaged to record the hearing, unless the parties (City, Personnel Board, employee/employee representative) mutually agree that same is not necessa The hearing shall proceed in the following order, unless the Personnel Board special reason, otherwise directs: 1. 2. 3. F. The Grievant shall be permitted to make an opening statement; The City shall then be permitted to make an opening statement; The Grievant shall produce the evidence on his/her part; the Grievant bears the burden of proof and burden of producing evidence; The City may then open its defense and offer its evidence in support thereof; the City bears the burden of proof and the burden of producir evidence for any affirmative defenses asserted; The parties may then, in order, respectively offer rebutting evidence only, unless the Personnel Board for good reason, permits them to of evidence upon their original case; Closing argument shall be permitted and written briefs may be perm at the discretion of the Personnel Board. 4. 5. 6. G The Personnel Board shall determine relevancy, weight, and credibility of testimony and evidence. The Personnel Board shall base its findings on the preponderance of evidence. During the examination of a witness, all other witnesses, except the parties, shall be excluded from the hearing unless the Personnel Board, in its discretion, for good cause, otherwise directs. No sti photographs, moving pictures, or television pictures shall be taken in the hearing chamber during a hearing. The Personnel Board, prior to or during hearing, may grant a continuance for any reason it believes to be important reaching a fair and proper decision. The Personnel Board shall render its judgement as soon after the conclusion of the hearing as possible and in no e\ later than 30 days after conducting the hearing. The decision shall set forth which allegations, if any, are sustained and the reasons therefore. The opini shall set forth findings of fact and conclusions. The opinion shall be advisor! only. The Personnel Board’s opinion and recommendation shall be filed with the C Manager, with a copy sent to the Grievant, and the Human Resources Direct0 shall set forth its findings and recommendations. H. 28 0 e I. Within 30 days of the receipt of the Personnel Board’s findings and recommendation, and transcript (which is optional only in certain cases), whichever date is later, the City Manager shall adopt, amend, modify or rejec the recommended findings, conclusions, and/or opinions of the Personnel Boa Prior to making a decision which modifies or rejects the recommendation of I Personnel Board, the City Manager shall order and read the transcript of the hearing. Prior to making a decision which supports the Personnel Board, the City Manager may order and read the transcript, at his/her option. The City Manager shall not conduct a de novo hearing. The City Manager may, at his/h option, allow limited oral arguments and/or may request and review written statements from either side. The decision of the City Manager shall be final ai conclusive. Copies of the City Manager’s decision, including the Personnel Board’s recommendation(s) shall be filed where appropriate. Each party shall bear equally the cost of facilities, fees and expenses, includi the court reporter and transcripts. Each party shall bear its own witness an attorney fees. If either party unilaterally cancels or postpones a scheduled hearing, thereby resulting in a fee charged by the court reporter, then the F responsible for the cancellation or postponement shall be solely responsible payment of that fee. This process shall not apply to mutual settlements by th parties which result in a court reporter fee. The provisions of Section 1094.6 of the Code of Civil Procedure shall be applicable to proceedings under this section. Neither the fact of these negotiations nor the changes negotiated in this agree1 shall be used by either party or by any individual to the prejudice of the 0th party in any grievance or complaint outstanding as of the time of this agreen General Guidelines for Grievance Procedu re: If the time limits for employees’ appe< any step should elapse, the grievance shall be considered withdrawn. Time limits m extended by mutual consent. If the City fails to respond within the prescribed time limits, the grievance will be deemed to have been denied and the employee may go to next step. If the City Manager fails to respond within the prescribed time limit, the grievance will be deemed to have been denied and the employee will be deemed to hav exhausted hidher administrative remedy. The employee may request the assistance of another person of his/her own choosing preparing and presenting hidher appeal at any levels of review. In the event the employee desires the presence of a representative who is an employee of the City, hl shall make such request through the supervisor and the supervisor shall make the necessary arrangements for the employee representative to be present. The employee and/or his/her representative may use a reasonable amount of work as determined by the appropriate supervisor or Department Head in presenting the appeal. However, no employee shall absent himself/herself without first being exci by his/her supervisor. J. K. L. 3. 29 m e No employee shall be required to be represented by an employee organization in processing a grievance. Employees shall be assured freedom from reprisal for using the grievance procedure both the City and the employee organization. The settlement terms of a grievance which is processed by an employee individually by an informally recognized employee organization shall not conflict with the expres provisions of a Memorandum of Understanding between the City and the formally recognized employee organization for such unit, if any. Within twenty (20) working days after authorized representatives of the employee organization knew of or by reasonable diligence should have known of a condition giv rise to a grievance, employees may file a group grievance with the Human Resource: Department. The group of employees must file one (1) grievance form which all members of the group have read and signed. Members of the group will be limited ta those who have read and signed the initial grievance form. Upon receipt of the grievance form, the Human Resources Department will determin whether the grievance should be classified as a group grievance, taking into account whether one (1) set of circumstances or occurrences affects more than one (1) employee in the same manner or to the same extent. The department may also deteri in its discretion, that individual grievances should be consolidated into a group grievance. After approval of the grievance as a group grievance by the Human Resources Department as specified above, group grievances shall proceed through all normal grievance processes and be subject to all applicable time limitations and other provisions as set forth above. However, the City may determine that a group grievai shall be commenced directly at the City Manager level. The resolution of a group grievance may not be consistent among all employees in the group grievance due to differences in the circumstances or occurrences that brought about the grievance. A group grievance affecting all members of an employee organization may be brougt the organization itself. The employee and the City may mutually agree to utilize a hearing officer in lieu of Personnel Board, as provided herein, to render an advisory decision to the City Man Article 42 Disciolinarv Procedures The tenure of every City employee shall be based on reasonable standards of personal condL and job performance. Failure to meet such standards shall be grounds for appropriate disciplinary action, which shall be commensurate with the seriousness of the offense and v consideration of the employee’s prior performance record. Grounds for discipline may inc but are not limited to the following: A Fraud in securing employment. 30 t e 0 B. Incompetence, neglect of duty, willful disobedience, insubordination, tardiness, or dishonesty. Being under the influence of alcohol or intoxicating drugs, without a prescription, H on duty. C D. Absence without leave. E F. G H. Abuse of sick leave. I. Unauthorized outside employment. J. K. L. Criminal conviction having some relevance to the job. Intentionally being discourteous to the public. Unauthorized use of or neglect of City property. Acceptance of a gift or gratuity that constitutes a willful conflict of interest. Falsification of any City report or record. Willful violation of any of the provisions of the City Code, ordinances, resolutions 01 rules, regulations or policies which may be prescribed by the City Council, City Manager, department manager, or supervisor. Political activities precluded by State or Federal law. Other acts which are incompatible with service to the public. M. N. Des of Discidine The following procedures shall be followed when, in the judgement of the Department Head, employee has committed an act or omission that justified the disciplinary action indicated. Except for written warnings/reprimands, the Department Head or hidher designee shall a( employees of contemplated disciplinary actions in writing and allow the employee an opportunity to respond to such charges prior to taking action. When life, or employee safe endangered, or the self-control of an employee is questionable, a supervisor shall take immediate action to reduce or eliminate the danger or to establish control. In case of an emergency, an employee shall have all of the rights set forth herein, except the right to rec prior written notice of proposed disciplinary action. The Human Resources Director must I contacted immediately. The following outline describes the progressive discipline process, beginning with inform2 counseling (which occurs when a potential problem is first identified) and progressing thrl alternative actions that increase in severity, if the problem persists. The choice of alternz disciplinary actions will vary in accordance with the severity of the performance problem, will not necessarily follow the sequence as outlined herein. 31 0 e 1. Qral Warnina/Reprimand: When a performance or behavioral problem is first identified, the problem should be discussed with the employee, along with the steps t need to be taken in effort to resolve the problem. If counseling fails to produce the desired changes, oral warningsheprimands will be given by the supervisor. The oral warning verbally notifies the employee that performance must be improved. If the employee fails to improve, more serious disciplinary action will be taken. 2. Written Warnina/Reprimand: If the warning/reprimand is in writing, the Departrr Head shall give the employee a copy and forward a copy to the Human Resources Dirt for review and retention in the employee’s personal history file. A written warning/reprimand shall contain a description of the events which necessitated the action, specific expectations of change by the employee, and notice of further action the event a change by the employee does not occur. An employee shall have the right attach a written rebuttal. SusDensioq: A Department Head may suspend an employee with or without pay from hidher position. A pre-disciplinary suspension shall be with pay. The appointing authority shall advise the Human Resources Director in writing of such intended act and shall give a copy of such statement to the employee. The written statement shall contain a description of the events which necessitated the suspension, a statement of charges, notification that the employee may review and be provided with the materii leading to the suspension, the right of the employee to meet with the appointing aut1 and/or to respond in writing within a reasonable time frame to the charges, and notic further action in the event a change by the employee does not occur. Unless extendec approval of the City Manager on written recommendation of the Department Head, th maximum period of suspension shall be thirty (30) calendar days. These procedure are pre-disciplinary in nature. Remot ion or Reduct ion in Pay: A Department Head shall advise the Human Resource: Director in writing of hidher intention to demote or reduce the salary of an employ prior to taking such action. In demoting an employee or reducing hidher salary, th Department Head shall make a written notice and shall give a copy of said notice for demotion or reduction in pay to the employee and forward a copy to the Human Resot Director for review and retention in the employee’s personal history file. The wril statement shall contain a description of the events which necessitated the demotion, I statement of the charges, notification that the employee may review and be providec the materials leading to the demotion or reduction in pay, the right of the employee ‘ meet with the appointing authority and/or respond in writing within a reasonable ti frame to the charges, and notice of further action in the event a change by the emplo does not occur. These procedures are pre-disciplinary in nature. Dismissal: A Department Head shall advise the Human Resources Director in writin hidher intention to dismiss an employee prior to taking such action. In dismissing employee, the Department Head shall make a written notice and shall give a copy of notice of dismissal to the employee and forward a copy to the Human Resources Din 32 3. 4. 5. t 0 0 for review and retention in the employee’s personal history file. The written stater shall contain a description of the events which necessitated the dismissal, a staterner the charges, notification that the employee may review and be provided with the materials leading to the dismissal, and the right of the employee to meet with the appointing authority and/or respond in writing within a reasonable time frame to tt charges. These procedures are pre-disciplinary in nature. Notices Written notices will be given to the employee in person whenever possible and the employec signature obtained to indicate receipt. In the absence of personal service, the notice may be by registered mail. Emplovee’s Response An employee’s opportunity to respond to the appointing authority is not intended to be an adversary hearing. An employee has the right to have a representative of his/her own choc at the meeting. The employee need not be accorded the opportunity to cross-examine a department’s witnesses, nor to present a formal case in opposition to the proposed disciplir However, the limited nature of this response does not obviate the appointing authority’s responsibility to initiate further investigation if the employee’s version of the facts raises doubts as to the accuracy of the Department Head’s information leading to the discipline proposal. An employee may elect not to respond, thereby waiving any further pre-discipl response. The appointing authority, or hidher designee, will evaluate the proposed discipline in ligh the employee’s response, if any. Within five (5) working days of the employee’s response deadline for response, a decision will be transmitted in writing to the employee. Service 01 decision will be in person or by registered mail. PIppea I Procedu res Any permanent employee in the classified service shall have the right to appeal any termination, suspension of more than one (1) work shift, reduction in salary, or non- probationary demotion. The appeal process shall not be applicable to those positions which be deemed exempt or to probationary employees. The appeal process shall not be applicable verbal and written reprimands, suspensions of one (1) work shift or less, probationary demotions, performance evaluations and denial of merit increases. An employee desiring to appeal the appointing authority’s decision shall have ten (10) calc days after receipt of the response to request a hearing. The employee’s request for a hearii must be addressed to the Human Resources Director and received in the Human Resources Department so that same is date stamped by the Human Resources Department within the day period. 33 0 0 ,!E If, within the 10-day appeal period, the employee involved does not file said appeal, unless ( cause for the failure is shown, the action of the appointing authority shall be considered conclusive and shall take effect as prescribed. If within the 10-day appeal period, the empl involved files such notice of appeal by giving written notice of appeal to the Human Resources Department, an appeal hearing before the Personnel Board shall be established a2 follows: A Where practicable, the date for a hearing shall not be less than 20 calendar days, nc more than 60 calendar days, from the date of the filing of the appeal with the Human Resources Director. The parties may stipulate to a longer or shorter period of time which to hear the appeal. All interested parties shall be notified in writing of the date, time, and place of hearing. All hearings shall be private provided, however, that the Personnel Board shall, at request of the employee, open the hearing to the public. Subpoenas and subpoenas duces tecums pertaining to a hearing shall be issued at the request of either party, not less than seven calendar days, prior to the commenceme such hearing. After the commencement of such hearing, subpoenas shall be issued c at the discretion of the Personnel Board. The hearing need not be conducted in accordance with technical rules relating to evid and witnesses. Any relevant evidence shall be admitted if it is the sort of evidence o which reasonable persons are accustomed to rely in the conduct of serious affairs, regardless of the existence of any common law or statutory rules which might make improper admission of such evidence over objection in civil actions. Hearsay evider may be used for the purpose of supplementing or explaining any direct evidence bu not be sufficient in itself to support a finding unless it would be admissible over objection in civil actions. The rules of privilege shall be effective to the same exte that they are now or hereafter may be recognized in civil actions, and irrelevant an unduly repetitious evidence shall be excluded. The Personnel Board shall not be bo1 by technical rules of evidence. The Personnel Board shall rule on the admission or exclusion of evidence. Each party shall have these rights: To be represented by legal counsel or other per: hidher choice; to call and examine witnesses; to introduce evidence; to cross-exan opposing witnesses on any matter relevant to the issues even though that matter wa! covered in the direct examination; to impeach any witness regardless of which part first called him/her to testify; and to rebut the evidence against him/her. If the employee does not testify in hidher own behalf, he/she may be called and examined under cross-examination. Oral evidence shall be taken only on oath or affirmation. court reporter will be engaged to record the hearing, unless the parties (City, Per! Board, employee/employee representative) mutually agree that same is not necess The hearing shall proceed in the following order, unless the Personnel Board, for s reason, otherwise directs: B. C D. E F. 34 0 0 III 3 1. 2. 3. The party imposing discipline shall be permitted to make an opening statemc The appealing party shall then be permitted to make an opening statement; The party imposing disciplinary action shall produce the evidence on his/he part; the City bears the burden of proof and burden of producing evidence; The party appealing from such disciplinary action may then open his/her def and offer hidher evidence in support thereof; the employee bears the burder proof and the burden of producing evidence for any affirmative defenses ass€ The parties may then, in order, respectively offer rebutting evidence only, unless the Personnel Board for good reason, permits them to offer evidence I their original case; Closing argument shall be permitted and written briefs may be permitted at discretion of the Personnel Board. 4. 5. 6. G The Personnel Board shall determine relevancy, weight, and credibility of testirnonj evidence. Personnel Board shall base its findings on the preponderance of evidence. During the examination of a witness, all other witnesses, except the parties, shall t excluded from the hearing unless the Personnel Board, in its discretion, for good ca otherwise directs. No still photographs, moving pictures, or television pictures sh taken in the hearing chamber during a hearing. The Personnel Board, prior to or d a hearing, may grant a continuance for any reason it believes to be important to rea a fair and proper decision. The Personnel Board shall render its judgement as soon the conclusion of the hearing as possible and in no event later than 30 days after conducting the hearing. The decision shall set forth which charges, if any, are sust; and the reasons therefore. The opinion shall set forth findings of fact and conclusioi The opinion shall be advisory only. The Personnel Board may recommend sustaining or rejecting any or all of the char$ filed against the employee. The Personnel Board may recommend sustaining, rejec or modifying the disciplinary action invoked against the employee. The Personnel E may not recommend discipline more stringent than issued by the appointing authoi The Personnel Board’s opinion and recommendation shall be filed with the City Mar with a copy sent to the charged employee, and the Human Resources Director and st set forth its findings and recommendations. If it is a dismissal hearing and a dismi: not the Personnel Board’s recommendation, the opinion shall set forth the date the employee is recommended to be reinstated and/or other recommended action. The reinstatement date, if appropriate, may be any time on or after the date of discipli act ion. Within 30 days of the receipt of the Personnel Board’s findings and recommendatio transcript (which is optional only in certain cases), whichever date is later, the ( Manager shall adopt, amend, modify or reject the recommended findings, conclusio and/or opinions of the Personnel Board. Prior to making a decision which modifie: H. I. 35 e 0 I,, * rejects the recommendation of the Personnel Board, the City Manager shall order an read the transcript of the hearing. Prior to making a decision which supports the Personnel Board, the City Manager may order and read the transcript, at his/her 01 The City Manager shall not conduct a de novo hearing. The City Manager may, at his option, allow limited oral arguments and/or may request and review written statern from either side. The decision of the City Manager shall be final and conclusive. Col of the City Manager's decision, including the Personnel Board's recommendation(s) shall be filed where appropriate, including the employee's personnel file, unless no discipline is upheld by the City Manager. Each party shall bear equally the cost of facilities, fees and expenses, including the reporter and transcripts. Each party shall bear its own witness and attorney fees. either party unilaterally cancels or postpones a scheduled hearing, thereby resultir a fee charged by the court reporter, then the party responsible for the cancellation postponement shall be solely responsible for payment of that fee. This process shal apply to mutual settlements by the parties which result in a court reporter fee. In the case of suspension, demotion, reduction in salary, or dismissal prescribed bl City Manager, the time of such suspension, demotion or dismissal shall be effective the first day after such delivery of said decision or shall relate back to and be effec as of the date the employee was disciplined from duty pending hearing before and de by the City Manager, whichever is applicable. If discipline imposed resulted in los! pay, and the decision results in reduction or elimination of loss of pay, the pay loss be restored to the employee based on the number of standard work hours lost compu hidher then base hourly rate. The provisions of Section 1094.6 of the Code of Civil Procedure shall be applicable proceedings under this section. The employee and the City may mutually agree to utilize a hearing officer in lieu of Personnel Board, as provided herein, to render an advisory decision to the City Mar J. K. . L. M. Article 43 Alcohol and Drua Policv I. POLICY It is the policy of the City of Carlsbad to provide, for its employees, a work enviror free from the effects of drugs and alcohol consistent with the directives of the Drug Workplace Act. This policy is intended to accomplish that objective. A Definitions - As Used in This Policv: 1. "Drug" means any substance which produces a physical, mental, emotional or behavioral change in the user, including but not limitec prescription medications, heroin, cocaine, morphine and its derivat 36 0 0 I,, P.C.P., methadone, barbiturates, amphetamines, methamphetamines, alcohol, marijuana, and other cannabinoids. “Workplace” means any site where City-assigned work is performec including City premises, City vehicles or other premises or vehicles while City-assigned work is being conducted, or within a reasonable thereafter. “Reasonable suspicion” means a standard for evidence or other indic of impairment of normal physical or mental skills by alcohol or druc where such impairment could negatively affect work performance or could pose a threat to public or employee safety. 2. 3. B. Employee Responsibilities 1. As a condition of employment, employees shall: a. not engage in the unlawful manufacture, distribution, dispensation, possession or use of alcohol or drugs nor be unc the influence of alcohol or drugs in the workplace or while o call; submit to an alcohol and drug analysis and remain on the prei when requested to do so by City management, acting pursuant this policy, or by law enforcement personnel; notify the City of any conviction under a criminal drug statut (including any pleas of nolo contendere), if such conviction \II based on a violation which occurred in the workplace, no latc than five days after such conviction; (notification under this subsection does not relieve an emplo) from the disciplinary consequences of the conduct upon which criminal conviction is based); and abide by all terms of this policy. b. c. d. Employees are encouraged to notify their supervisors when taking a medication or drugs, prescription or non-prescription (over-the- counter medications), which may interfere with safe or effective performance of their duties or operation of City equipment. Off-duty involvement with any controlled substance including, but r limited to manufacture, distribution, dispensing, possession, use or conviction under a criminal drug statute whose scope and employme relevant to City employment may result in disciplinary action up to including termination if there is relevant nexus between such off-dl 2. 3. 37 0 0 t,, involvement and the employee’s employment with the City, consisten with the legal requirements for disciplinary due process. C. Em plover Searches For the purpose of enforcing this policy and maintaining a drug-free workpl the City reserves the right to search, with or without prior notice to the employee, all work areas and property in which the City maintains full or j control with the employee, including but not limited to City vehicles, desks, lockers, file cabinets, and bookshelves. These areas remain part of the workplace context even if the employee has placed personal items in them. Employees are cautioned against storing personal belongings in work areas L full or joint City control since such work areas may be subject to investigat and/or search under this policy. Employer searches shall occur when there is a determination of “reasonable suspicion” as defined herein. Such searches shall be conducted by persons t supervisory and/or other legal authority to conduct such searches. Search6 not normally occur without concurrence of more than one supervisor. Noth herein shall prevent the City from taking appropriate action if there is an inadvertent discovery of evidence of drug or alcohol use. Con seaue n ces of Violation of Policy 1. D. Failure to abide by the terms of this policy shall be grounds for disciplinary action, up to and including termination. In addition to any disciplinary action, an employee who fails to abide this policy may also be directed to satisfactorily participate in an approved alcohol or substance abuse assistance or rehabilitation pro 2. II. DRUG AND ALCOHOL ANALYSIS A Pre-emdovment Drua and Alcohol Analvsis 1. Prior to receiving an offer of employment, an otherwise successful candidate must submit to a drug and alcohol analysis. At the City‘s discretion, this analysis may be in the form of “breathalizer,” urint blood analysis. Persons whose results are positive for either drugs or alcohol will t rejected for City employment. 2. 38 e a ,,I * B. Emplovee Drua and Alcohol Analvsis 1. If a manager or supervisor of the City has reasonable suspicion that t employee is under the influence of drugs or alcohol while in the workplace or subject to duty, the employee shall be: a Prevented from engaging in other work: and b. Required to submit to a drug and alcohol analysis. At the City’ discretion, this analysis may be in the form of “breathalizer, urine, or blood analysis. An employee may also be required to remain on the premises reasonable time until arrangements can be made to transport employee to his or her home. c. 2. Some examples of “reasonable suspicion” as defined in Section 1 .A.3 include, but are not limited to, the following, when confirmed by mo than one person having supervisory authority: a slurred speech. b. alcohol odor on breath; C. unsteady walking or movement not related to prior injury or disability; an accident involving City property having no obvious causal explanation other than possible employee responsibility; physical or verbal behaviors that are disruptive, non-respo unusual for that employee or otherwise inappropriate to the workplace situation; attributable possession of alcohol or drugs; information obtained from a reliable person with personal knowledge that would lead a reasonably prudent supervisor tc believe that an employee is under the influence of alcohol or Refusal to remain on the premises or to submit to a drug and alcohol analysis when requested to do so by City management or by law enforcement officers shall constitute insubordination and shall be gr for discipline, up to and including termination. A drug and alcohol analysis may test for the presence of any drug wt could impair an employee’s ability to effectively and safely perform functions of his or her job. d. e. f. 9- 3. 4. 39 * e I,!' 5. A positive result from a drug and alcohol analysis may result in disciplinary action, up to and including termination. City agrees to take steps to protect the chain of custody of any drug te sample. 6. 111. EMPLOYEE ASSISTANCE PROGRAM A The City has a well established voluntary Employee Assistance Program (EA assist employees who seek help for substance abuse problems. The EAP is available for assessment, referral to treatment, and follow-up. Any employc the City wishing confidential assistance for a possible alcohol or drug problc can call the EAP office and arrange for an appointment with a counselor. The program is provided by National Resource Consultants (NRC) and can be reac by calling l(800) 999-7222. Employees who are concerned about their alcohol or drug use are strongly encouraged to voluntarily seek assistance through the EAP. All self-referri contacts are held in confidence by the EAP. Participation in the employee assistance program will not replace normal disciplinary procedures for unsatisfactory job performance or for violation any City policy. B. C Article 44 Air Pollution Control District During the term of this Memorandum, the parties will meet and confer on requirements im by the Air Pollution Control District. Nothing herein shall preclude implementation of suc requirements upon completion of the meet and confer process. Article 45 Access to Information The City will make available to CCEA such nonconfidential information pertaining to emplo relations as is contained in the public records of the City, subject to the limitations and conditions set forth in this article and Government Code Section 6250-6260. Such information shall be made available during regular office hours in accordance with tl City's rules and procedures for making public records available and after payment of reas costs, where applicable. Information which shall be made available to CCEA includes regularly published data cove subjects under discussion. Data collected on a promise to keep its source confidential may made available in statistical summaries, but shall not be made available in such form as tc disclose the source. 40 0 0 f,I % Nothing in this article shall be construed as requiring the City to do research for an inquir to do programming or assemble data in a manner other than usually done by the City. Nothing in this article shall be construed to require disclosure of records that are: ( 1 ) Personnel, medical and similar files, the disclosure of which would constitute an unwarranted invasion of personal privacy or be contrary to merit system principle Working papers or memoranda which are not retained in the ordinary course of bus or any records where the public interest served by not making the record available clearly outweighs the public interest served by disclosure of the record; Records pertaining to pending litigation to which the City is a party, or to claims or appeals which have not been settled. ( 2 ) ( 3 ) Article 46 Communications The parties agree to continue meeting at least once each month during the term of the agree for the purpose of continuing communications on subjects of mutual concern. Article 47 Leaal Representation Upon request of an employee and subject to any limitations provided by law, the City will provide for the defense of any civil action or proceeding initiated against the employee by a person or entity other than the City in a court of competent jurisdiction, on account of any or omission occurring within the course and scope of his/her employment as an employee c City. Nothing herein shall be deemed to require the provision of such defense where the discretic provide or not provide such defense is vested in the City pursuant to the provisions of the California Government Code, or where the act or omission was not within the scope of the employee’s employment, or the employee acted or failed to act because of actual fraud, corruption or actual malice, or where the provision of such defense would create a conflict interest between the City and the employee. Nothing herein shall be construed to grant to any employee any right or privilege in additia those provided in the said Government Code. Article 48 Lavoff Lavoff: The City may layoff an employee in the merit service because of material change ir duties or organization or shortage of work and funds. Ten working days prior to the effecti date of a layoff, the Department Head shall notify the Human Resources Director of the intei action with reasons therefore, and a statement certifying whether or not the services of th employee have been satisfactory. A copy of such notice shall be given the employee affectec certified as having given satisfactory service, the name of the employee laid off shall be pl: on the appropriate reemployment list as provided by these rules. 41 0 0 I,,* Reduction in Force Procedu res: The following procedures will apply to all probationary anc permanent employees in the event of a reduction in the City work force. (a) Pefinitions: The following definitions apply to these procedures: .. ( 1 ) City Service Seniority shall be determined as the period of total continuous service with the City as measured from the date of original appointment. Classification Seniority shall be determined as the period of total continuous service of an employee in the present classification as measured from the dal appointment to that classification. ( 2 ) (b) Reduct ion in Force--Demotion: Whenever there is a reduction in work force the C shall first demote to a vacancy, if any, in a classification, which the employee with greatest length of continuous City service has previously served and is determined tl currently qualified. An employee may refuse to accept a demotion and accept layoff without jeopardizing reemployment rights otherwise provided for in this procedurt Peduction in Force--Lavoff: Whenever there is a reduction in the work force, the 1 shall secondly layoff employees within a classification according to continuous serv seniority. Employees with the least continuous City service shall be laid off first. Notificatiob: Whenever there is a reduction in the work force requiring layoff, the shall send written notice to the last known address of each employee affected by a la The notice shall include the (1) reason for layoff, (2) classes to which the employe may demote within the City, if any, (3) effective date of action, (4) conditions governing retention on and reinstatement from reemployment lists, and (5) rules regarding waiver of reinstatement and voluntary withdrawal from the reemployme list. (c) (dl (e) D Q h f i ri : In determining continuous City service seniorit) uninterrupted employment from the original date of hire, including periods of authorized leaves of absence and including all periods of time service seniority, all uninterrupted employment from the original date of hire, including periods of authorized leaves of absence and including all periods of time served as a limited te CETA employee, shall be counted as continuous City service seniority. Order of Reduct ion in Force: In a reduction in force the following order of layoffs s be followed: (1) part-time, temporary and provisional employees in the affected classification series; (2) limited term employees in reverse order of their senior the affected class series; (3) City probationary employees in reverse order of the classification seniority in the affected class series; (4) should there be need for f reduction, regular employees in the affected classification series shall be given thc opportunity to accept or refuse demotion as previously described in Section B in rt order of their classification seniority; (5) should a reduction in force still be necessary, regular employees shall be laid off in reverse order of their classificat seniority. (f) 42 0 0 1.1 + ioritv: Peterminina Order of Layoff and Demotion for Employees With Identical Sen Should two or more employees have identical seniority, the order of layoff and demo will be determined by alphabetical order of the employees’ surnames. Transfer: All effort will be made by the City to transfer any employee who is to be affected by a reduction in force to another vacant position for which such employee r qualify. Order and Method of Demotion Pursuant to a Reduct ion in Force--Bu mDing: . When required due to a reduction in force, employees shall be demoted in the following ma ( 1 ) (9) ( h ) (i) Employees who are demoted, who have held permanent status in a lower classification shall have the right to bump employees of lesser seniority in lower classification. Employees who have not actually held status in a lower classification shall bi allowed to demote to a vacant position or to a position held by a City probatic employee in such lower class, but may not bump regular City employees alrr in that lower classification. ( 2 ) (j) Reinstatement of Emplovees Demoted as a Result of a Reduct ion in Work Force: Employees who are demoted as a result of a reduction in force shall have their name placed on a reinstatement list, in order of their seniority. Vacant positions in whict- employee has served within a classification series shall first be offered to employee this list. Reemplovment of Employees Laid Off as a Result of a Reduct ion in Force: Employees are laid off and who held permanent City status at the time of layoff shall have theii names placed on a reemployment list for classifications at the same or lower salaq range for which they qualify in the order of their classification seniority. Vacant positions in such classifications will be offered to eligibles on the reemployment li who qualify for such vacancies prior to an open or promotional recruitment. Ourat ion of Reinstat e ment and Reemployme nt Lists: The eligibility of individuals oi reinstatement and reemployment list shall extend for a period of two years from the of demotion or layoff. Eligibles not responding to written notification of an opening ten working days shall have their names removed from either the reemployment or reinstatement list. Rest0 ration of Benefits Up0 n Reemdovment Followina a Reduct ion in Force: Upon reemployment following a reduction in force, an individual will have the following benefits restored: ( 1 ) ( 2 ) (k) (1) (m) Prior sick leave accruals. Seniority at time of layoff for purposes of determining merit increases, vac accruals and future reduction in force. 43 0 0 I, I * ( 3 ) The salary paid to an employee who is reemployed shall be equivalent to the salary plan at the time of reemployment. If the employee chooses to be reemployed in a classification which has a salary range lower than the classification from which he was laid off, then salary placement will be in th range at the “E” step as reflected in the current effective salary plan at the of reemployment. Pavoff o f Accruals Upon Layoff: Laid off employees are to be paid for all accrued hol vacation, compensation time and overtime when separated as a result of a layoff. Thc sick leave accruals of such employee will remain on the books and will be reinstate( they are reappointed. Retirement Co ntribution: The disposition of the retirement contributions of a laid f employee shall be governed by the provisions of the State of California Public Employees’ Retirement Law as contained in the Government Code. (n) (0) Article 49 Carlsbad Municipal Water District 1. Effective February 17, 1992, employees of the Carlsbad Municipal Water District (“CMWD”) shall become employees of the City of Carlsbad (“City”). Each CMWD employee shall retain his/her CMWD classification, salary range, salary step, sak anniversary date, and seniority date upon becoming a City employee. Each employet job title, salary range, and salary step shall be subject to future modification upon completion of a City classification and compensation study. In no instance shall an employee’s salary be reduced as a result of the City classification and compensation study. Effective February 17, 1992, each CMWD employee shall be subject to the City’s personnel system as established by the municipal code, the personnel rules and regulations, administrative orders, the applicable memorandum of understanding, i other applicable ordinances, resolutions, and rules and regulations dealing with personnel and employer-employee relations. Effective February 17, 1992, each CMWD employee shall be subject to the work r and operations rules of the City. Notwithstanding paragraph 2 above, each CMWD employee shall retain the benefits granted to CMWD employees as outlined in Attachment B (attached). Unless specifically set forth in paragraph 4 above, all other fringe benefits shall bc same as those for City employees in the appropriate bargaining units as of Februal 1992. Employees hired on or after February 17, 1992, into the water operation shall noi eligible for those benefits set forth in paragraph 4 above. 2. 3. 4. 5. 6. 44 0 0 31 1 * 7. Employees who terminate service with the City (by reason other than lay off) shall be eligible for the benefits set forth in paragraph 4 above upon reinstatement to the City. Employees covered by this provision are listed in Attachment C. No current City employees will be laid off as a result of assimilation of CMWD employees. Former CMWD employees will be in the bargaining unit represented by CCEA. 8. 9. 10. Article 50 Full Understandina. Modification. & Waiver It is intended that this agreement sets forth the full and entire understanding of the parties regarding the matters set forth herein, and any other prior or existing understanding or agreements by the parties, whether formal or informal, regarding any such matters are hi superseded or terminated in their entirety. Except as specifically provided herein, it is agreed and understood that CCEA hereto volun and unqualifiedly waives its right, and agrees that the City shall not be required to negotiat with respect to any subject or matter covered herein during the term of this agreement. Any agreement, alteration, understanding, variation, waiver, or modification of any of the terms or provisions contained herein shall not be binding upon the parties hereto unless mi and executed in writing by all parties hereto and, if required, approved and implemented b City Council. The waiver of any breach, term or condition of this agreement by either party shall not constitute a precedent in the future enforcement of all its terms and provisions. Article 51 P rovisions of Law It is understood and agreed that this Memorandum of Understanding is subject to all curren future applicable federal and state laws, federal and state regulations. If any part or prov of the Memorandum of Understanding is in conflict or inconsistent with such above applica laws, rules and regulations, or is otherwise held to be invalid or unenforceable by any tril or competent jurisdiction, such part or provision shall be suspended and superseded by su applicable law or regulations, and the remainder of this Memorandum of Understanding sh be affected thereby. Article 52 Retention of Benefits The employees of the City of Carlsbad shall retain all present benefits for the term of this agreement, except as amended by this Memorandum. 45 e 0 SI. k Article 53 Non-discrimination Clause No person shall in any way be favored or discriminated against, by either the City or the Association, to the extent prohibited by law because of political opinion or affiliation, race, color, religion, sex, marital status, age, national origin, veteran status, medical condition physical or mental disability. This affects decisions including, but not limited to, an emplo! compensation, benefits, terms and conditions of employment, opportunities for promotion, training and development, transfer and other privileges of employment. The City is committed to providing ongoing training to all employees on the subjects of equa employment, non-discrimination and cultural awareness. Article 54 Emplover-Emplovee 0 raanization Relations Resolut ion The Employer-Employee Organization Relations Resolution, attached and incorporated as Attachment D, shall be adopted at a future date by the City. Article 55 Americans With Disabilities Act The parties acknowledge the applicability of the Americans With Disabilities Act (ADA) anc intend to apply and implement this MOU so as to comply with the ADA. The parties agree to consult if compliance with the ADA may require modifying the provisions of this MOU. Article 56 Familv Leave Act The parties acknowledge the applicability of the Family Leave Act (Act) and intend to apply implement this MOU so as to comply with the Act. The parties agree to consult if compliant with the Act may require modifying the provisions of this MOU. 46 0 0 ,I* J t IN THE WITNESS WHEREOF, the parties hereto have caused their duly authorized representative to execute the Memorandum of Understanding the day, month, and year noted below. City of Carlsbad June 21, 1995 Date 9 -4- ar,lsss. - Date 'L RONALD R. BALL, City Attorney g ,2/* 5s". dslq3' i date 47