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HomeMy WebLinkAbout1992-01-14; City Council; 11510; IMPASSE IN MEET AND CONFER BETWEEN THE CITY AND CARLSBAD CITY EMPLOYEES' ASSOCIATION (CCEA)z g .: u 5aaJ + cd &a0 acd ez: -a ~2 (656,” a~ ma p cd a u SkN Q) a~ a c Q) m aJ4h @ 0 md .!J cd g 2 .5 : .rl u k 4fih 00 m 04 Cm a cd-rl aJw um a aw cdu fi a)u -0 A rn Ca .,, 2d a a 4 $ -rl Am !4 cdm ucla OkaJ QKIO oa ab0 -4 m w so N au UEfi .!J .rl aJ UE a Q 40 h * ad N am ys I ar 4 %w2 4 Irlhl uzo4 N 4- 4 1 m \ rl z s O a I- i z 3 0 O 8 ri CITY& CARLSBAD - AGEND~ILL 8. 3 ;j\ AB# //i<a TITLE: DEP‘ MTG. 1-14-92 IMPASSE IN MEET AND CONFER BETWEEN THE CITY AND CITY CITY DEPT. HR RECOMMENDED ACTION: CARLSBAD CITY EMPLOYEES ASSOCIATION (CCEA) 1. By motion, determine to resolve the impasse by action of the City Council. 2. Adopt Resolution No. Yd-/b resolving the impasse and adopting and implementing certain salary, fringe benefit terms and conditions, and other employer-employee relations procedures for employees represented by the Carlsbad City Employees’ Association (CCEA). ITEM EXPLANATION: The City and the Carlsbad City Employees’ Association (CCEA) representatives have been meeting and conferring since April 4, 1991, in have held thirty-one (31) subsequent meetings during an eight (8) month period. As the parties failed to reach an agreement through direct discussion, the City initiated the impasse procedure on October 25, 1991 pursuant to Section 2.48.030 of the Municipal Code, filing a written request for an impasse meeting and indicating that a statement of the City’s position on all disputed issues would be available on November 1, 1991. On October 29, 1991, the City received a letter from CCEA disputing one party’s ability to declare impasse. The letter further stated that “room for negotiation, compromise, movement, and discussion continues.” On October 31, 1991, the City responded to CCEA clarifying that the initiation of the impasse procedure does not require bilateral agreement and that Section 2.48.130 of the Municipal Code provides that “any party may initiate the impasse procedure...”. The City went on to express its willingness to meet one more time in an effort to get an agreement with the caveat that “if agreement is not reached, or CCEA declines to meet, the City would continue with the impasse procedure” as outlined in the effort to reach agreement on a Memorandum of Understanding. The partie discussion and exhausted all possibilities of settlement though direct 0 e PAGE 2 OF AB# /!4/3 City’s letter of October 25, 1991. Three dates were provided to CCEA by the City for an additional meeting. On November 1, 1991, CCEA confirmed, in writing, a meeting with the Cit; on November 5, 1991, and included a list of eighteen issues with the statement that: “The following issues remain open for discussion and we feel we have room to make movement.” On November 5, 1991, the City and CCEA met again. During the course of the meeting the City specifically asked CCEA if they were going to address any movement as set forth in CCEA’s letter of November 1, 1991 ; CCEA declined to make movement on any of the items listed. The City verbally stated that based upon that lack of movement, the City believed that the parties were still at impasse. On the same day (November 5, 1991), the City reiterated its declaration of impasse in writing and provided CCEA with its statement of position on the issues in dispute. An impasse meeting was scheduled by the City Manager, as Municipal Employee Relations Officer, and CCEA was provided written notice on November 5, 1991, of the scheduled meeting. The impasse meeting was held on November 12, 1991, for the purpose of reviewing the positions of the City and CCEA in a final effort to reach agreement on the disputed issues. CCEA was in attendance, but objected to the meeting on procedural grounds and further stated that CCEA’s negotiating team could not take further action towards an agreement without a membership vote on the City’s offer(s). The City Manager statc that he had read all previous correspondence from both CCEA’s and the City’s negotiating teams and believed that an impasse did, in fact, exist. However, the City Manager offered to continue the impasse meeting in order to allow CCEA to hold a membership meeting on Thursday, November 14, 1991. The impasse meeting was continued on November 20, 1991. CCEA again objected to the impasse meeting and refused to discuss the disputed issues. CCEA instead presented what was characterized as a new writte proposal and demanded more meet and confer sessions, stating that they had no authorization to participate in the impasse process. 0 0 PAGE 3 OF AB# /( 5/0 CCEA would not select mediation or conciliation or any other dispute- resolution procedure whereby an agreement might be reached. On November 21, 1991, the City Manager indicated in a letter to CCEA th he was still hopeful that the parties could reach an agreement and that the impasse procedure is designed to facilitate agreement. He offered CCEA an additional opportunity to select mediation and indicated that thc California State Mediation and Conciliation Service had been contacted at mediation meeting had been scheduled for December 4, 1991. The City Manager also informed CCEA that the City’s negotiating team would respond to CCEA’s last proposal under separate cover. On this same date of November 21, 1991, CCEA indicated, in writing, a willingness to participate in mediation. On December 4, 1991, the City and the Association participated in a mediation meeting with a mediator from the California State Mediation and Conciliation Service, but failed to reach an agreement. Since the mediation meeting on December 4, 1991, and as set forth in writing to CCEA on December 10, 1991, and December 18, 1991, the City has continued to maintain a position of willingness “to entertain a serious offer from CCEA ... Any CCEA proposal should be made with the intent of reaching an immediate agreement, prior to consideration by the City Council.” To date, the City has not received a serious offer from CCEA that would enable us to reach an agreement. As a result of negotiations and the impasse procedures, the City has developed and has made a final offer to CCEA. As of December 4, 1991, CCEA has failed to accept, and has thereby rejected, the City’s final offer Exhibit A (attached) represents all subject matter which the City believc has been agreed upon by both parties. Exhibit B (attached) represents all subject matter which the City believes is still at issue and which represent the City’s last, best, and final single year offer in these areas. Based upon the above facts, it is clear that the City has met its obligatio to meet and confer in good faith, pursuant to the Meyers-Milias-Brown Ac (Government Code Sections 3500 et. seq.). It is also clear that both 0 e PAGE4OFAB# / 5/0 4- direct negotiations and mediation have failed to resolve the impasse between the City and CCEA and have further failed to result in an agreement between the parties. Consequently, as the City Council possesses the power and authority to finally resolve the impasse in negotiations pursuant to the Meyers-Milias-Brown Act and Municipal Codt Section 2.48.1 30, it is staff’s recommendation that the Council adopt anc implement Exhibit A, which represents provisions which have been previously agreed upon by the City and CCEA, and Exhibit B, which represents provisions which are still at issue and constitute the City’s last, best, and final single year offer in these areas. FISCAL IMPACT: The fiscal impact of implementing the five and one-half percent (5.5%) across-the-board salary increase as proposed in the City’s last, best, and final single year offer will be approximately $227,000 for the balance of FY 1991-92. This cost is to be supported by a transfer from the General Fund Contingency Account. The balance of the account will be $1,103,000. EXHIBITS: 1. The annualized fiscal impact is approximately $455,000. Resolution No. 92- / b resolving the impasse and adopting and implementing the salary, fringe benefit terms and conditions, and other employer-employee relations procedures as set forth in Exhibits A and B. Exhibit A - Provisions that have previously been agreed upon by the City and the Carlsbad City Employees’ Association. Exhibit B - Provisions which have not been agreed upon (City’s last, best, and final single year offer). 2. 3. 1 2 3 4 5 6 7 8 9 10 11 12 13 l4 15 16 17 18 e w RESOLUTION NO. 92-16 RESOLUTION RESOLVING AN IMPASSE IN NEGOTIATIONS WITH THE CITY OF CARLSBAD AND THE CARLSBAD CITY EMPLOYEES’ ASSOClATlON AND IMPOSING A SALARY INCREASE AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT COVFRlNG THF 1991 -1 993 FWxL YEAR. WHEREAS, the Carlsbad City Employees’ Association (“Association”) is the recognized bargaining unit on behalf of miscellaneous City employees and is the formally recognized employee association under the City’s employer-employee relations chapter. It is specifically recognized according to Section 2.48.1 1 ( of the Carlsbad Municipal Code; and WHEREAS, the City and the Association have previously enter€ into a Memorandum of Understanding which was approved by the Cil Council on August 1, 1989, and expired on June 30, 1991; and 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 I.7 18 19 W WHEREAS, the parties have failed to reach an agreement and there is no possibility of settlement by direct discussion between the City and the Association and all possibilities of settlement hav been exhausted; and WHEREAS, the City has initiated the impasse procedures by filing with the Association a written request for an impasse meeting together with a statement of its position on all disputed issues in negotiations; and WHEREAS, a written notice of this meeting was sent to the Association on November 5, 1991; and WHEREAS, this impasse meeting was held on November 12, 1991, and November 20, 1991, for the purpose of reviewing the position of the City and the Association in a final effort to reach agreement on all disputed issues; and WHEREAS, the City and the Association were unable to reach ~ 20 21 22 23 24 25 26 27 28 agreement on the disputed issues; and WHEREAS, the City and the Association agreed to participate mediation in effort to reach an agreement; and WHEREAS, the City and the Association met in mediation on December 4, 1991, with a mediator from the California State 2 1 2 3 4 5 6 7 8 9 10 11 12 l3 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 W e Mediation and Conciliation Service, and failed to reach an agreemen by mediation. WHEREAS, as a result of said negotiations and impasse procedures, the City has developed and has made a final offer to the Association; and WHEREAS, as of December 4, 1991, the Association has failed to accept and has thereby rejected said final offer; and WHEREAS, a review of the final position of the City and of the Association discloses a multiplicity of major issues on which the parties are in disagreement as set forth in Exhibit B, attached hereto and incorporated herein; and WHEREAS, mediation has failed to resolve those disagreemen set forth in Exhibit B; and WHEREAS, it is therefore apparent that the City and the Association have reached an impasse in their negotiations of an agreement covering said employees for a term which includes the 1991-1992 fiscal year; and WHEREAS, the 1989-1991 agreement between the City and tht Association has now expired and said employees are no longer covered by any agreement; and 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 I 0 e WHEREAS, the withholding of a pay increase to such employees may contribute to morale problems; and WHEREAS, such unrest, unless abated/prevented, is likely to result in actions which would adversely impact the efficient performance of vital City services; and WHEREAS, the imposition of a wage increase and other terms and conditions of employment may reduce or eliminate the unrest in the Association; and WHEREAS, the City Council believes it is in the best interest o the City to impose the changes in wages, hours, and working conditions, and that these changes are fair, just, and equitable; and WHEREAS, the City Council possesses the power to finally resolve the impasse in negotiations pursuant to the Meyers-Milias- Brown Act (Government Code Sections 3500 et. seq.) and Municipal 20 21 22 23 24 25 26 27 28 Code Section 2.48.130. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad as follows: 1. That the offers made by the City to the Association for an MOU during the meet and confer sessions are withdrawn; 4 1 2 3 * 5 6 7 8 9 10 11 12 13 14 15 16 I.7 18 19 201 21 22 23 24 25 26 27 28 * (I) 2. That an impasse in negotiations for an MOU between the City and the Association exists; 3. Mediation pursuant to CMC Section 2.48.130 has been unsuccessful in an effort to reach agreement on the disputed issues; and 4. That the City Council determines that the impasse in negotiations between the City and the Association shall be resolved and finally determined by adopting and implementing the salary, fringe benefit terms and conditions, and other employer-employee relations procedures as set forth in Exhibits A and B, attached hereto and incorporated by reference herein. Ill 111 /I/ Ill /I1 /// /I/ Ill I// 5 1 2 3 4 5 6 7 8 9 10 11 l2 13 PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 14th day of January , 1992 by the following vote, to wit: AYES: Council Members Lewis, Kulchin, Larson, Stanton and Nygaar NOES: None ABSENT: None ---- &4& LAUDE A. L WI , Mayor ATTEST: 16 17 19 18i 20 21 22 23 24 25 26 27 28 --__--- ANZ, City Clerk WEN R. KUNDTZ, Assistant City Clerk (SEAL) 6 0 e EXHIBIT A PROVISIONS WHICH HAVE BEEN PREVIOUSLY AGREED UPON BY THE CITY AND THE CARLSBAD CITY EMPLOYEES ASSOCIATION V e EXHIBIT A TABLE OF CONTENTS Foreward .......................................... Page 1 Preamble .......................................... Page 1 Article 1 Recognition ............................ Page 1 Article 2 Implementation ......................... Page 2 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 4 Article 11 Confidential Employees .................. Page 7 Article 12 Payroll Deductions ...................... Page 7 Article 13 Distribution of Paychecks ................ Page 7 Article 14 Compensation Adjustments .............. Page 8 Article 15 Overtime .............................. Page 8 Article 16 Working aut of Class .................... Page 10 Article 17 Injured on Duty ......................... Page 10 Article 18 Bilingual Pay ........................... Page 10 Article 19 Work Clothing .......................... Page 11 Article 20 Tool Allowance ......................... Page 11 Article 21 Longevity Pay .......................... Page 13 Article 22 Vacation .............................. Page 14 Article 23 Holidays ............................... Page 14 Article 24 Sick Leave ............................. Page 14 Article 25 Bereavement Leave ...................... Page 14 Article 26 Leave of Absence ....................... Page 14 Article 27 Military Leave .......................... Page 14 Article 28 Jury Duty .............................. Page 14 Article 29 Rest Periods ........................... Page 15 Article 30 Late Starts ............................ Page 15 Article 31 Flexible Classifications ................. Page 15 Article 32 Flexible Start Hours ..................... Page 16 Article 33 Flexible Work Schedule .................. Page 16 Article 34 Flexible Job Sharing ..................... Page 16 W 8 Exhibit A Table of Contents Page 2 Article 35 Health Insurance ........................ Page 16 Article 36 State Disability Insurance ............... Page 17 Article 37 Long Term Disability .................... Page 17 Article 38 Retirement ............................. Page 17 Article 39 Deferred Compensation .................. Page 18 Article 40 Health Insurance for Retirees ............ Page 18 Article 41 Grievance Procedure .................... Page 18 Article 42 Disciplinary Procedures ................. Page 18 Article 43 Alcohol and Drug Policy .................. Page 18 Article 45 Air Quality Management District .......... Page 18 Article 46 Access to Information ................... Page 18 Article 47 Communications ........................ Page 18 Article 48 Legal Representation .................... Page 19 Article 49 Layoff ................................. Page 19 Article 50 Carlsbad Municipal Water District ........ Page 23 Article 51 Clerical Study .......................... Page 24 Article 52 Full Understanding. Modification & Waiver . Page 24 Article 44 Personnel Rules and Regulations .......... Page 18 Article 53 Provisions of Law ....................... Page 24 Article 54 Retention of Benefits ................... Page 24 Article 55 Non-discrimination Clause ............... Page 25 Resolution ............................. Page 25 Street Maintenance Worker II Job Spec ..... Page 25 Article 5 6 Employer-Employee Organization Relations Article 57 0 e Exhibit A PROVISIONS WHICH HAVE BEEN PREVIOUSLY AGREED UPON BY THE CITY 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 representative of the Carlsbad City Employees’ Association (hereinafter referred to 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 covered under this Memorandum, as shown on Attachment A; to provide an orderly and equitable means of resolving any misunderstandings or differences which may arise under this 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 all 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, in accordance with the Carlsbad Municipal Code. 1 e e B. General unit classifications Secretary to the City Manager and Secretary to the City Attorney shall hereinafter be management classifications governed by the provisions of the management compensation plan. Article 2 Implementation This Memorandum constitutes a recommendation to be submitted to the City Council subsequent to the ratification meeting by the membership of CCEA. It is agreed that this Memorandum shall 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. Article 3 Terq (Has not been agreed upon. See Exhibit B) Article 4 Re neaotiation (Has not been agreed upon. See Exhibit 6) Article 5 Effect ive Dates (Has not been agreed upon. See Exhibit B) Article 6 Authorized Aaents (Has not been agreed upon. See Exhibit 6) Article 7 No St rike and No Lockout A. No Strike. During the life of this agreement, neither the employee: nor any agents or representatives will instigate, promote, sponsor engage in, or condone any strike (including sympathy strike), slowdown, concerted stoppage of work, sickouts, or any other intentional disruption of the operations of the City, regardless of the reason for so doing. Penalb. Any employee engaging in activity prohibited by Article ; A., or who instigates or gives leadership to such activity, shall be subject to disciplinary action. B. 2 0 8 C. No Iockou . During the term of this agreement, the City will not instigate a lockout over a dispute with the employees so long as there is no breach of Section 7, A. Assoc~amn OfflCld RewW[LfY .. .. . .. D. . Each employee who holds the position of officer of the Employee Association occupies a position of special trust and responsibility in maintaining and bringing abou compliance with the provision of this article, the employees agree to inform its members of their obligations under this agreement anc to direct them to return to work. Article 8 Citv Riahtg The rights of the City include, but are not limited to the exclusive right 1 determine mission of its constituent departments, commissions, boards; set standards of service; determine procedures and standards of selectio 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 methods, 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 emergencies; and exercise complete control and discretion over its organization and the technology of performing its work. Article 9 Em DI ovee Riahtg A. Employees of the City shall have the right to form, join and participate in the activities 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 of employment. Employees of the City also shall have t 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 discriminated against by the City, CCEA or other B. 3 e 8 employee organization(s) because of the exercise of his/her rights under this Article. An individual employee reserves the right to individual representation, upon formal 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 meetings. Article 10 Association Riahtg A. B. C. D. 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 packet for newly hired employees in positions represented by CCEA. The City and CCEA agree that the purpose of the “Information Sheet” is to familiarize new employees with the operations and benefits of CCEA. All costs associated with preparing the “Information Sheet” shall be borne by CCEA. CCEA agrees to indemnify and hold the City harmless for any disputes between employees represented by CCEA and CCEA arising out of information contained in the “Information Sheet.” Prior to distribution the “Information Sheet” must be approved by the Hums Resources Director. The City will furnish bulletin boards for use of CCEA (Bulletin Boards for the exclusive use by CCEA shall be provided at City Hal Las Palmas and the main Library) . Material placed on said bulletir boards shall be at the discretion of CCEA. City may remove CCEA material only in the event the material is obviously offensive to good taste, defamatory, and shall be removed only on prior notification to CCEA. Bulletin boards shall be located at: 1) City Hall Employees’ Loungt 2) Library Employees’ Lounge, 3) Parks Employee Rooms, 4) Oak Avenue Trailer, 5) Las Palmas Employees’ Lounge, 6) Safety Cente Employees’ Lounge, 7) Mechanical Maintenance, 8) Stagecoach C. 4 e 0 Community Park, 9) Calavera Community Park, 10) Redevelopment, 11) Senior Center. By mutual agreement additional locations may be added. CCEA reserves the right, at CCEA expense, to glass enclose with loc and key the bulletin boards furnished by the City for the exclusive use by CCEA. D. Twice annually, within thirty (30) days of written request from CCEA, the City agrees to provide CCEA with a listing of names, departments, and classifications of employees in classifications represented by CCEA. Names, departments, and classifications provided will reflect the most current data on file with the Human Resources Department as of the 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 authoriz representative shall not enter any work location without the cons€ of the Department Head or hidher designee or the City Manager or his/her designee. The Department Head or hidher designee shall have the right to make arrangements for a contact location remove from the work area of the employee. Management shall not unreasonably deny access. CCEA may, with the approval of the Human Resources Department, I: granted the use of 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 hearing CCEA may designate one employee representative to assist an employee in preparing and presenting materials for the above-listt procedures. The employee representative so designated shall be allowed reasonable release time from regularly scheduled duties 1 the purpose of investigating and preparing materials for such procedures. Employee representatives who investigate, prepare or E F. G 5 .e e present materials during off-duty time shall do so on their own time. Employee representatives and employees who attend discipline or grievance hearings or City Council meetings during thc off-duty time shall do so on their own time; providing, however, th employees who are ordered or subpoenaed to attend such hearings shall be compensated in accordance with the overtime provisions o 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 th article shall direct such request to hidher immediate supervisor I writing within a reasonable time period to the date requested, in order to assure that the department meets its staff needs and to assure sufficient coverage of departmental assignments. CCEA may select members of the organization to attend scheduled meetings with the City staff on subjects within the scope of representation during regular work hours without loss of compensation. Where circumstances warrant, the City may approv the attendance at such meetings of additional employee representatives with or without loss of compensation. employee organization shall, whenever practicable, submit the names of all such employee representatives to the City at least tu working days in advance of such meeting. Provided further: (1) H The That no employee representative shall leave his or her duty work station or assignment without specific approval of the Department Head or other authorized City management offic That any such meeting is subject to scheduling by City management in a manner consistent with operating needs an work schedules. (2) 6 e 0 Nothing provided herein, however, shall limit or restrict City management from scheduling such meetings before or after regular duty or work hours under appropriate circumstances. Article 11 Confident ial E mDloveeg . Confidential employees are restricted from representing any employee organization, which represents other employees of the City, on matters within the scope of representation. This article does not otherwise lim the right of confidential employees to be members of and to hold office i CCEA. The following positions are designated as confidential: 1) 2) 3) 4) Unit employees assigned to the Human Resources Department. Unit employees assigned to the City Manager’s Office. Unit employees assigned to the City Attorney’s Office. Department Secretary and Accounting Supervisor, assigned to accounts payable, in the Finance Department. 5) Data Processing Programmer. Article 12 Pavroll Deduct ions The City shall withhold deductions in amounts designated by CCEA members providing changes do not occur more frequently than once each fiscal year. Article 13 Distribution o f Pavc heckg For CCEA represented employees the City shall continue to distribute employee pay checks in sealed and windowed envelopes. 7 0 e Article 14 ComDe nsation Adiustmentg (Has not been agreed upon. See Exhibit B.) Article 15 Overtime Section 1. Qvertime (Has not been agreed upon. See Exhibit B) Section 2. Qmoenmry T irne (Has not been agreed upon. See Exhibit B) Section 3. Ove rtime Authorization (Has not been agreed upon. See Exhibit B) Section 4. Clothes C hanaing (Has not been agreed upon. See Exhibit B) Section 5. Trainina Time (Has not been agreed upon. See Exhibit 8) Section 6. Citv Vehicle Use Employees who are provided with a City vehicle to travel to and from work shall not be compensated in any manner whatsoever for such travel time in the City vehicle. This provision also applies in those situations where the rad must be left on and monitored. Section 7. - Call back duty occurs when an employee is ordered to return duty on a non-regularly 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 work commencing at the time of t' Page. Any call back lasting two (2) hours or less shall result in a credit for two (2) hours worked. 8 8 e Section 8. Court Pay (Has not been agreed upon. See Exhibit B) Section 9. Standbv Pav CCEA represented employees required to standby, to handle overtime work which may arise, shall be compensated at the rate of $20.00 per day. Standby status is defined as time in which an employee can bc reached at hidher residence or by beepers and be able to respond in the appropriate time as designated by the department. Standby time is not considered hours worked under the Fair Labor Standards Act and will not be compensated except as s forth above. This payment is being made pursuant to the M.O.1 not pursuant to FLSA. Time compensated in this manner shal not constitute hours worked for purpose of FLSA. Section 1 O.Shift Trades The practice of shift trading shall be voluntary on behalf of each employee involved in the trade and must be approved in advance by the department. The trade must be due to 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 receiving the trade have his/her compensable hours decreasc as a result of the trade. Any premium pay or other extra compensation will be waived for both individuals during the period they work for the other. Any hours worked beyond the normal work day will be credited to the individual actually doing the work. “Paybacks” of shift trades are the obligation of the two employees involved in the trade. Any dispute as to paybacks to be resolved by the involved employees, and under no 9 w circumstances will the department be obligated for any further compensation whatsoever to any of the involved employees. The department is not responsible in any manner for hours owed to employees by other employees that leave th employment of the City or are assigned other duties. If one individual fails to appear for the other without prior notification, the person who was “traded in” will be listed as absent without leave and may be subject to disciplinary actio Section 11 .&lv R&f The practice of early shift relief shall be voluntary on behalf of each employee involved in the relief and must be approved advance by the department. The employee providing the early relief shall not have hidher compensable hours increased as result of the early relief; nor shall the employee relieved eai have his/her compensable hours decreased as a result of the early relief. obligation of the two employees involved in the early relief. Any dispute is to be resolved by the involved employees, and under no circumstances will the department be obligated for any further compensation whatsoever to any of the involved employees. The department is not responsible in any manner for hours owed to employees by other employees that leave t employment of the City or are assigned other duties. “Paybacks” of early relief hours are the sole Article 16 Workina Out o f Classification (Has not been agreed upon. See Exhibit B) Article 17 lniured on Duty (Has not been agreed upon. See Exhibit E Article 18 Bilinaual Pay The City will provide additional compensation to an employee, designatt by the Human Resources Department, in the amount of $40.00 per pay period for the performance of bilingual skills. The determination of the 10 U w number of personslpositions to be designated as bilingual is the sole discretion of the City. In order to qualify for and receive bilingual pay, employees must pass a bilingual proficiency test in the Spanish language as determined appropriate by the City. This Article shall not be subject to the grievance procedure. Article 19 Work C lothing 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. The City shall continue to reimburse previously designated classifications for the purchase of safety boots or safety shoes. Such reimbursement shall be limited to a maximum of two (2) time per fiscal year. B. C. Article 20 Tool Allowance This article applies only to eligible employees in the following job classifications who furnish their own tools as a condition of employmen Equipment Mechanics, Equipment Service Workers, and Equipment Mechar S u pervi so rs. Employees in the job classifications mentioned are required to provide their own toots on the 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 robbery of the City facility or some other catastrophe or accident not due to the employee's negligence or fault. Tools and tool boxes will not be replaced due to employee negligence. An inventory' of 11 e W the tools in the employee’s possession at work, including those tools OVE and above the “essential tool list,” must be on file with the Superintendent. The City has the right to request that a specialized tool@) not be kept in the employee’s inventory. The tool allowance will be made in the form of a cash payment of $400 p year, paid only once during the fiscal year, by September 30, and cannot t accumulated from one year to another. 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 tools required for employees to be eligible for tool allowance. B. Recommend revisions to the “essential tools” and to meet the requirements of current skilled trades technology. Informally agree with members of the shop when considering addir tools to the “essential tool list.” C. Employees receiving a tool allowance shall allow inspection of personal tool box by supervisor to verify outfitting of tools. The eligible employ( 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 intc possession of all ”essential tools.” The appropriate supervisor during the month of August will: A. Review the personal tool inventory as meeting the requirements o “esse n t i a I to o Is . ” Provide a recommendation to the Superintendent of an alternate t as a substitute for the tool listed on the “essential tools” list on item-by-item basis. B. 12 m W In September of each year, the Superintendent shall prepare requests for warrant to provide for payment of the tool allowance to eligible employees. Article 71 Lonaevitv Pav 1. Salary Step L1 shall apply to any range in the Salary Plan to provide for a five percent (5%) increase of base salary for miscellaneous employees who have attained five (5) 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 of continuous service at the “E” Step of the same salary rangt prior to July 1, 1976, may credit this service toward the service requirement for movement to Salary Step L1. In any case where an employee is promoted and moves from the employee’s existing clas! to another class, allocated to a higher range of compensation, the employee shall be advanced to the lowest step in such higher range which will provide a five percent (5%) salary increase. Salary Step L2 shall apply to any range in the Salary Plan to provide for a two and one-half percent (2-1/2) increase of basic salary for those miscellaneous employees who, on or after July 1, 1976, have attained ten (10) continuous years of service in the City of Carlsbac at the “E” Step of the same salary range in the Salary Plan. Eligibility for Salary Step L2 is contingent upon the employee being recommended for such salary step by the employee’s Department Head and such recommendation being approved by the City Manager. Failure of the Department Head to recommend and of the City Manager to approve shall not constitute grounds for submission of a grievance or an appeal to the Personnel Board. Employees who have accrued all or part of ten (10) years of continuous service at the “E Step of the same salary range, prior to July 1, 1976, may credit thi service toward the service requirement for movement to Salary Step L2. In any case where an employee is promoted and moves fror the employee’s existing class to another class allocated to a highei range of compensation, the employee shall be advanced to the lowe! 2. 3. 13 W e step in such higher range which will provide a five percent (5%) salary increase. #Wicle 22 Vacat ion (Has not been agreed upon. See Exhibit B) Article 23 Ho I idavg (Has not been agreed upon. See Exhibit B) /Wicle 24 Sick Lea ve (Has not been agreed upon. See Exhibit B) Article 25 Bereavement Lea ve [From Article 12 1989-91 M.O.U.] A. An employee may use up to 24 hours of paid leave if required to be absent from duty due to the death of a member of the employee’s immediate family. Additional time off may be authorized by the Department Head and charged to accrued vacation or treated as lea without pay. The “immediate family” shall be defined as: Spouse, child, parent, sibling, grandparents; the aforementioned either natural, step or in-law, or any person over which the employe acts as legal guardian, or a verifiable current member of the immediate house ho Id. B. The employee may be required to submit proof of relative’s death before final approval of leave with pay is granted. Article 26 Lea ve of Absence (Has not been agreed upon. See Exhibit B) Article 27 Militarv Lea ve 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 as possible, that he/she must report to military duty. Article 28 Ju rv Dutv (Has not been agreed upon. See Exhibit B) 14 m W Article 29 Rest Per iodg (Has not been agreed upon. See Exhibit B) Article 30 Late Starts (Has not been agreed upon. See Exhibit B) Article 31 Flex ible Class ifications An employee hired into one of the listed entry level positions shall be reclassified to the journey level position following twelve (12) months oi 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. Entry Le vel Pos ition Journev Le vel Pos ition Account Clerk I Account Clerk II Clerk Typist I Clerk Typist I1 Engineering Technician I Library Assistant I Library Assistant II Maintenance Worker I Park Maintenance Worker II Maintenance Worker I Street Maintenance Worker II Maintenance Worker I Utility Maintenance Worker II Meter Reader/Repairer I Planning Technician I Planning Technician II Police Records Clerk I Police Records Clerk II Steno Clerk I Steno Clerk ll Tree Trimmer I Tree Trimmer I1 Word Processing Operator I Engineering Technician II Meter ReadeVRepairer I I Word Processing Operator II An employee hired into one of the listed entry level positions shall be reclass if ied to the jo u rney level position f o I lowi ng Wen ty-f ou r (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 whic represents a minimum five percent (5%) salary increase. 15 0 e Entrv Le vel Position Journev Le vel Position Building Inspector I Building Inspector II Code Enforcement Officer I Code Enforcement Officer II Construction Inspector I Construction Inspector II Equipment Mechanic I Fire Prevention Officer I Fire Prevention Officer II Maintenance Electrician I Maintenance Electrician I1 Equipment Mechanic II Article 32 Flexible Sta rt Hours [New Provision] CCEA employees, with Department Head approval, may alter their stari time per shift between the hours of 6:OO a.m. and 9:00 a.m. The Department Head may revoke the flexible start time at any time and rc the employee to regular working hours for that particular department. employee shall receive fourteen (1 4) days notice, unless extenuating circumstances preclude such a notice, prior to revocation of flexible ! hours. This article is not subject to the grievance procedure. Article 33 Flexible Work Schedule (Has not been agreed upon. SE Exhibit 6) Article 34 Flexible Job S haring [New Provision] Two or more employees may, with the express written approval of the City Manager, the Human Resources Director, and the affected Departm Head, participate in a flexible job sharing program. The specifics of SI a program shall be determined by the employees and the City on a case case basis. Prior to implementation of any such program(s), a written agreement setting forth the specifics of the program shall be signed b? the affected employees and the City. This article shall not be subject to the grievance procedure. Article 35 Hea Ith Insurance (Has not been agreed upon. See Exhibit B) 16 W Article 36 St ate D isabi litv Insurance A. Employees represented by CCEA will be enrolled in the State Disability Insurance Program. (The City agrees to pay the premium.) Employees represented by CCEA shall be entitled to combine accumulated sick leave with 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. leave and State Disability Insurance payments exceed the employee’s pre-disability salary. B. Under no circumstances shall the combination of sick Article 37 Lona - Term Disability During the term of this memorandum, City agrees to continue to provide long term disability insurance. Said insurance shall provide for a ninety (90) day waiting period prior to payment eligibility. said insurance shall continue unchanged. Article 38 Retirement A. In all other respects For CCEA represented employees the City shall continue to pay the 100% of employee seven percent (7%) contributions to PERS. Further, the City will continue to pay for single highest year provision and survivors benefit plan. Effective no later than January 1, 1992, the City shall contract wit PERS for the military service credit option. The cost of this option is borne entirely by the employee. Payments by the employee to PERS are to be arranged by the employee directly with PERS. Once such a payment schedule has been approved by PERS, the employee may arrange with the City for such payments to be made by means I payroll deduction . B. 17 m W Article 39 Deferred Corn Den sat ion The City shall provide for a Deferred Compensation Plan which may be utilized by any employee on an optional basis. The City reserves the righ to accept or reject any particular plan and to impose specific conditions upon the use of any plan. Such plan shall be implemented without cost to the City. Article 40 Health Insurance for Retirees (Has not been agreed upon. See Exhibit B) jlrticle 41 G rievance Procedu re (Has not been agreed upon. See Exhibit B) A ( (Has not been agreed upon. See Exhibit B) Article 43 A lcohol and D rua Po licv (Has not been agreed upon. See Exhibit B) Article 44 Personnel Rules a nd Reaulations (Has not been agreed upon. See Exhibit B) Article 45 Air Qua litv Manaaement District (Has not been agreed upon. See Exhibit B) Article 46 Access to Information (Has not been agreed upon. See Exhibit B) Article 47 Communications The parties agree to continue meeting at least once each month during tt term of the agreement for the purpose of continuing communications on subjects of mutual concern. 18 w V Article 48 Leaal ReDresentation 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 proceedin initiated against the employee by a person or entity other than the City ir a court of competent jurisdiction, on account of any act or omission occurring within the course and scope of hidher employment as an employee of the City. Nothing herein shall be deemed to require the provision of such defense where the discretion to 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 defens would create a conflict of interest between the City and the employee. Nothing herein shall be construed to grant to any employee any right or privilege in addition to those provided in the said Government Code. Article 49 Lavoff bvoff: The City may layoff an employee in the merit service because of material change in duties or organization or shortage of work and funds. Ten working days prior to the effective date of a layoff, the Department Head shall notify the Human Resources Director of the intended action with reasons therefore, and a statement certifying whether or not the services of the employee have been satisfactory. A copy of such notice shall be given the employee affected. If certified as having given satisfactory service, the name of the employee laid off shall be placed o the appropriate reemployment list as provided by these rules. Reduct ion in Fo rce P rocedu res: The following procedures will apply to i probationary and permanent employees in the event of a reduction in the City work force. 19 W W (4 Definitions : The following definitions apply to these procedures: 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 date of appointment to that classification. (1) (2) (b) Reduct ion in Fo rce--De motion: Whenever there is a reduction in work force the City shall first demote to a vacancy, if any, in a classification, which the employee with the greatest length of continuous City service has previously served and is determined to be currently qualified. An employe may refuse to accept a demotic and accept layoff without jeopardizing reemployment rights othewise provided for in this procedure. (c) voff: Whenever there is a reduction in the work force, the City shall secondly layoff employees within a classification according to continuous service seniority. . Employec with the least continuous City service shall be laid off first. Notification: Whenever there is a reduction in the work force requiring layoff the City shall send written notice to the last knov address of each employee affected by a layoff. 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, (L conditions governing retention on and reinstatement from reemployment lists, and (5) rules regarding waiver of reinstatemt and voluntary withdrawal from the reemployment list. Dete rminina Le nath of Senioritv: In determining continuous City service seniority, all 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 (d) (e) 20 8 m authorized leaves of absence and including all periods of time serve as a limited term or CETA employee, shall be counted as continuous City service seniority. ( f) rder of &duction in Force: In a reduction in force the following order of layoffs shall be followed: (1) part-time, temporary and provisional employees in the affected classification series; (2) limited term employees in reverse order of their seniority in the affected class series; (3) City probationary employees in reverse order of their classification seniority in the affected class series; (4) should there be need for further reduction, regular employees in the affected classification series shall be given the opportunity to accept or refuse demotion as previously described in Section B in reverse order of their classification seniority; (5) should a reduction in force still be necessary, regular employees shall be la off in reverse order of their classification seniority. Dete rminina Order of I avo ff and De motion fo r Em plovees With Identical Sen ioritv: Should two or more employees have identical seniority, the order of layoff and demotion will be determined by alphabetical order of the employees’ surnames. Transfu: 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 may qualify. Qrder and Method o f Demotion Pursuant to a Reduct ion in Force-- Bumping: When required due to a reduction in force, employees shi be demoted in the following manner: (1) (9) (h) (0 Employees who are demoted, who have held permanent status in a lower classification shall have the right to bump employees of lesser seniority in that lower classification. Employees who have not actually held status in a lower classification shall be allowed to demote to a vacant positic or to a position held by a City probationary employee in such (2) 21 W W lower class, but may not bump regular City employees already in that lower classification. (j) Rei nstateme nt of EmD lovees Demoted as a Resu It of a Reduct ion in Work Force: Employees who are demoted as a result of a reduction force shall have their names placed on a reinstatement list, in orde of their seniority. Vacant positions in which an employee has servc within a classification series shall first be offered to employees o this list. (k) Reemployawl of EmDlovees bid Off as a Result of a Reduction in Force: Employees who are laid off and who held permanent City status at the time of layoff shall have their names placed on a reemployment list for classifications at the same or lower salary 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 list who qualify for such vacancit prior to an open or promotional recruitment. (1) ion of Reltement and ReemDlovme&l IS^: The eligibility of individuals on the reinstatement and reemployment list shall extend for a period of two years from the date of demotion or layof Eligibles not responding to written notification of an opening after ten working days shall have their names removed from either the reemployment or reinstatement list. Restoration of Benefits UDO n Reemplovment Fo llowina a Reduct ion Force: Upon reemployment following a reduction in force, an individual will have the following benefits restored: (1) Prior sick leave accruals. (2) (m) Seniority at time of layoff for purposes of determining meril increases, vacation accruals and future reduction in force. The salary paid to an employee who is reemployed shall be equivalent to the salary plan at the time of reemployment. the employee chooses to be reemployed in a classification (3) H 22 16 m which has a salary range lower than the classification from which he was laid off, then salary placement will be in the range at the “E” step as reflected in the current effective salary plan at the time of reemployment. (n) Pavoff of Acc ruals UO . on Lavoff: Laid off employees are to be paid for all accrued holiday, vacation, compensation time and overtime when separated as a result of a layoff. The sick leave accruals of such employee will remain on the books and will be reinstated if they are reappointed. (0) Retirement Co ntribution: The disposition of the retirement contributions of a laid off employee shall be governed by the provisions of the State of California Public Employees’ Retiremenl Law as contained in the Government Code. Article 50 Carls bad MuniciDal 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, salary anniversary date, and seniority date upon becoming a City employee. Each employee’ 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 subjec to the City’s personnel system as established by the municipal co( the personnel rules and regulations, administrative orders, the applicable memorandum of understanding, and other applicable ordinances, resolutions, and rules and regulations dealing with personnel and employer-employee relations. Effective February 17, 1992, each CMWD employee shall be subjec to the work rules and operations rules of the City. 2. 3. 23 0 e 4. Notwithstanding paragraph 2 above, each CMWD employee shall retain the benefits granted to CMWD employees as outlined in Appendix A (attached). Unless specifically set forth in paragraph 4 above, all other fringe benefits shall be the same as those for City employees in the appropriate bargaining units as of February 17, 1992. Employees hired on or after February 17, 1992, into the water operation shall not be eligible for those benefits set forth in paragraph 4 above. Employees who terminate service with the City (by reason other than lay off) shall not be eligible for the benefits set forth in paragraph 4 above upon reinstatement to the City. Employees covered by this provision are listed in Appendix B. No current City employees will be laid off as a result of assimilation of CMWD employees. 5. 6. 7. 8. 9. Article 51 Clerical Studv The parties agree to meet and confer on the implementation of the cleric study prior to March 13, 1992. Article 52 Full Understandina, Modification. & Waiver (Has not been agreed upon. See Exhibit e.) Article 53 Pro visions of Law (Has not been agreed upon. See Exhibit B) Article 54 Retention of Benefit3 The employees of the City of Carlsbad shall retain all present benefits 1 the term of this agreement, except as amended by this Memorandum. 24 0 Article 55 No n-d i scr i rn in at ion C lause 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 or physical or mental disability. This affects decisions including, but not limited to, an employee’s 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 equal employment, non-discrimination and cultural awareness. Article 56 Em D lover-Em p lovee 0 raanizatton Relations Resolution (Has not been agreed upon. See Exhibit B) Article 57 Street Ma intenance Wo rker It Job SDec if icat ion (Has not been agreed upon. See Exhibit B) 25 e 0 ATTACHMENT A (EXHIBIT A) GENERAL EMPLOYEES ACCOUNT CLERK I MICROCCMPUTER SPECIALIST ACCOUNT CLERK I1 MINUTES CLERK ACCOUNTANT PARK MAINTENANCE SPECIALIST ACCOUNTING SUPERVISOR PARK MAINTENANCE WORKER I1 ASSISTANT ENGINEER PARK MAINTENANCE WORKER I11 ASSISTANT PLANNER PARK DEVELOPMENT COORDINATOR ASSOCIATE ENGINEER PERMIT CLERK ASSOCIATE PLANNER PLANNING TECHNICIAN I BUILDING INSPECTOR I PLANNING TECHNICIAN I1 BUILDING INSPECTOR I1 POLICE RECORDS CLERK I BUILDING MAINTENANCE WORKER I POLICE RECORDS CLERK I1 BUILDING MAINTENANCE WORKER 11 P ROGRARMEWANALY ST BUILDING TECHNICIAN I1 P ROGRAMMEW OP ERATOR BUYER RECEPTIONIST/CASHIER CLERK TYPIST I RECREATION SPECIALIST CLERK TYPIST I1 RECREATION SUPERVISOR I CODE ENFORCEMENT OFFICER I RECREATION SUPERVISOR I1 CODE ENFORCEMENT OFFICER I1 SECRETARY I COMPENSATION TECHNICIAN SECRETARY I1 CONSTRUCTION INSPECTOR I SENIOR BUILDING INSPECTOR CONSTRUCTION INSPECTOR I1 SENIOR BUILDING MAINTENANCE WORKER CRIME PREVENTION TECHNICIAN SENIOR CONSTRUCTION INSPECTOR CUSTODIAN SENIOR PLANNER CUSTODIAN I1 SENIOR RECEPTIONIST CASHIER ENGINEERING TECHNICIAN I SITE MANAGER ENGINEERING TECHNICIAN I1 STENO CLERK I EQUIPMENT MECHANIC I STENO CLERK I1 EQUIPMENT MECHANIC I1 STOREKEEPER EWIPMENT MECHANIC LEADWORKER STREET MAINTENANCE WORKER I1 EWIPMENT SERVICE WORKER STREET MAINTENANCE WORKER I11 EVIDENCE AND PROPERTY TECH. TECHNICIAN I FIRE PREVENTION OFFICER I TREE TRIPMER I , FIRE PREVENTION OFFICER I1 TREE TRIMMER I1 FIRE PREVENTION OFFICER I11 TREE TRIMMER LEADWORKER GRAPHIC ARTIST UTILITY MAINTENANCE WORKER I1 GRAPHICS TECHNICIAN UTILITY MAINTENANCE WORKER I11 HOUSING SPECIALIST I UTILITY SYSTMS OPERATOR I1 LIBRARIAN I UTILITY SYSTMS OPERATOR I11 LIBRARIAN I1 WORD PROCESSING OPERATOR I LIBRARIAN I11 WORD PROCESSING OPERATOR I1 LIBRARY ASSISTANT I LIBRARY ASSISTANT I1 LIBRARY ASSISTANT I11 MAINTENANCE ELECTRICIAN I MAINTENANCE ELECTRICIAN I1 1-7-92 MAINTENANCE WORKER I MESSENGER METER READER/REPAIRER I METER READER/REPAIRER I1 0 e APPENDIX A (EXHIBIT A) BENEFITS RETAINED BY CMWD EMPLOYEES A. Health Insurance The City will provide employees and dependents with a choice of ACWA-Blue Cross Prudent Buyer (Group No. 65460A), ACWA- California Care (Group No. 59627A), or Kaiser (Group No. 4787-00) health insurance. The City will provide either of the two ACWA policies at no cost to the employee, and will contribute an amount not to exceed the cost of the ACWA policy toward the Kaiser program. During the month of July 1992, the City shall hold an open enrollment for the City’s health, dental, and vision insurance programs. If an employee elects to enroll in the City’s health, dental and/or vision insurance program(s), he/she is not eligible to return to the current plan(s) as set forth above and below, and thereafter may only participate in City sponsored plan(s). B. Health Insurance for Retirees The City will pay, after retirement of an employee, premiums for existing medical coverage provided the employee has met the following requirements: 1. Voluntarily retired after the age of 50 with no less than five years of service, and whose age combined with years of service equals 70 or more; or Retired by having reached the mandatory retirement age established under the State of California Public Employees’ Retirement System with no less than five years of service. 2. 1 e e Medical coverage for the Retiree will be coordinated with Medicare and other benefits provided by federal and state law, and will thereby be reduced when the Retiree qualifies for those benefits. Medical coverage for the spouse and dependents of a Retiree will be coordinated with Medicare and other benefits provided by federal an state law, and will thereby be reduced when the spouse qualifies fa those benefits. Upon death of the Retiree, health insurance coverage for the spouse and dependents will be continued, provided the spouse keeps the Ci informed of his/her name, address and marital status. In the event such spouse remarries, his or her eligibility for such coverage ceases immediately and shall be terminated. As used herein, “spouse” shall mean the spouse of the employee at the time of the employee’s retirement. If the Retiree divorces, neither hidher new spouse nor his/her former spouse will be eligible for coverage and it shall cease immediately and be terminated. The former spouse would only be eligible for continued health care coverage at his or her expense as required under federal law. C. Dental Insurance The City shall provide employees and dependents with a dental plar (Delta Care, Group No. 2692 or Delta Dental, Group No. 399-0139), including orthodontia coverage for dependent children only, at no cost to the employee. D. Eve Care Plan The City will provide employees and dependents with an eye care plan (VSP, Plan C, Group No. 228049 A-R). The plan will provide a reasonable amount of coverage at no cost to the employee. 2 Appendii e e E. Life lnsu rance The City will provide the employee a group term life insurance policy (American Bankers Life Assurance Company of Florida, Plan No. 0670), which will provide protection of 1 x annual pay, up to a maximum of $50,000 at no cost to the employee. The City also provides Term Life Insurance and AD&D of $9,000. F. Deferred Co m Densat i o n The City has established a Deferred Compensation Plan which employees may voluntarily participate in. employee contributions up to a maximum of 7.5% of an employee’s weekly earnings. The City shall match G. Overtime Overtime shall be defined as work performed before or after the regularly scheduled work day or work week. Work in addition to thc regularly scheduled work day shall be paid at the rate of time and one-half of an employee’s pay. In addition, all hours worked on Sundays and holidays shall be paid at double time. H. Standbv Two employees shall be on standby at all times. Each such employt shall remain on standby for a one week period and shall receive $11 per week for the standby period. The employee shall be compensat in the normal manner for any work performed. Standby shall not bc regarded as call back work. 3 Appendi: e 0 I. Vacat ion 1. Earninas Rates After completion of one year of employment, an employee will be granted vacation time of 80 hours. An employee then begin earning vacation at the rate of 3.08 hours per pay period. After the completion of five continuous years of employment, an employee will be granted vacation time at the rate of 4.62 hours per pay period. After completion of 10 continuous year! of employment, an employee will be granted vacation at the rate of 6.15 hours per pay period. After completion of 20 years of continuous service, an employee will be granted vacation at the rate of 7.69 hours per pay period. Carrvover of Unused Vacation Hours Vacation time accumulation as of January 1 each year may be permitted as follows: Employees with less than 5 years service - 160 hours Employees with 5 but less than 10 years service - 240 hours Employees with 10 but less than 20 years service - 320 hour Employees with 20 or more years of service - 400 hours Effective January 1 of each year, vacation time in excess of the above-mentioned hours will be eliminated. 2. J. Sick Lea ve Buvbac k 1. An employee has the option of selling back to the City 100% any accumulated sick leave in excess of 250 hours. 4 Appendi e e 2. The City, at its discretion, may purchase any accumulated sic leave from an employee. K. Sick Lea ve at Term i n at ion 1. Petiremen t Upon retirement in accordance with either the voluntary service of compulsory service retirement provisions of P.E.R.S., an employee will receive 50% of all accumulated sick leave up to 250 hours. Any accumulated sick leave in excess 250 hours shall be reimbursable at 100%. 2. Death Upon an employee’s death, while still employed, all compensation due an employee will be paid to hidher designated beneficiary. vacation time, 50% of all sick leave up to 250 hours, and 1009 of sick leave in excess of 250 hours shall also be made. Compensation for all accumulated 3. gischarae The Department Head shall notify any such employees of discharge in writing. All such discharged employees shall be entitled to any normal compensation due, and shall receive al accumulated vacation time due. If employed at least one year an employee will receive 50% of all accumulated sick leave uc to 250 hours and 100% of any sick leave in excess of 250 hours. 4- Jaux Layoffs may be required due to lack of work, a decrease in or loss of funds, or changing position requirements. Should layoffs be required, they will be implemented by considering 5 Appendix 1 -8 e an employee’s proficiency, productivity, length of employmen attendance, and reliability. Such employees shall receive twc weeks written notice of layoff. When layoff is anticipated to exceed 14 days duration, the following shall apply: An employee will be paid all accumulated vacation pay due. If employed at least one year, an employee will receive 50% of all accumulated sick leave in excess of 250 hours to be reimbursable at 100%. 5. Pesianation Employment may be terminated at will by an employee. If an employee wishes to resign, the City desires a two (2) week notice in writing. All accumulated vacation pay and sick leak compensation will be paid upon resignation. if employed at least one year, an employee will receive 50% of all accumulated sick leave up to 250 hours. Any accumulated sic leave in excess of 250 hours shall be reimbursable at 100%. L. Lon a-Te rm Long-term disability benefits shall be provided at 66-2/3% of pay, with a minimum monthly benefit of $50 and maximum benefit of $2,500. D isa b i I it y M. Lonaevitv Pav Each classified regular employee will be eligible for longevity allowance as follows: After five (5) years of service in the same classification at E steF an employee will be entitled to an allowance of 5% in addition to i other regular pay, i.e. C.O.L.A., that an employee is entitled to. An employee will then be placed at the L1 step. After an additional f (5) years an employee will be entitled to a 2-1/2% increase in 6 Appendi) e e addition to any other regular pay that an employee is entitled to and is then classified as an L2. A $1,500 net award will be given every five (5) years thereafter to an employee after he/she reaches L2. N. Spec ial Merit for Educat ion The City will continue a special merit award system to mutually benefit employees and the City by stimulating and rewarding employees for educational accomplishments. recognizes accomplishments in terms of operator certification according to the following: This program Grade Amount one $ 150 Two $ 300 Three $ 500 Four $1,000 The decision to grant this lump-sum award shalf be made by an employee’s supervisor, with approval by the Department Head. Thiz is a one-time award .granted after obtaining the above certificate($ 0. Credit U nion The City will permit a payroll deduction bi-weekly for an employe( if he/she wishes to avail himself/herself of the services of the Sa Diego County Employees’ Credit Union. 1 P. Spec ial Housina Fac ilities The City maintains a residence at Squires Dam. The purpose of thii residence is to provide security for CMWD facilities. The followin1 conditions apply to employee assignment as caretaker: 7 Appendi] * a 1. EmDlovee Status The employee assigned as caretaker at Squires Dam shall be a full-time permanent employee. .. 2. rio ritv of Assianmnts In the event of a vacancy at the caretaker residence, priority of assignment shall be operations crew members first and construction crew next. Within crew members, longevity wii the City shall be the second criterion. Sole Place o f Residence The crew member assigned as caretaker shall maintain the residence as his/her sole place of residence. 3. thers Livina at Residence .. 4. Only City employees and a reasonable number of persons who constitute a bona fide single housekeeping unit shall be allowed to reside at the house. Pesponsibilities . ... 5. The employee and not the City shall be responsible for the general maintenance of the house and surrounding property. The employee shall also be expected to provide security duri nonworking hours by having themselves, a member of their household or another City employee onsite four weeknights f week and at least three weekends per month. The employee shall be expected to respond to emergency situations to include the chlorination facility, the hydroelectric facility i the mobile chlorination equipment. The employee shall make visual inspection of the entire site at least weekly and sha repair any minor fence breaks. The employee shall drive a ( 8 Appendi e e vehicle. No more than three private vehicles shall be kept at the residence. No overtime or supplemental compensation shall be paid for these duties. 6. Rent The City shall charge an appropriate rent for the residence. Said rent shall be established from time to time by the City. The City shall furnish the water supply and electricity for thf residence and the City employee shall be responsible for the balance of the utilities. Upon change of resident, the City shall have the propane tank filled and bill the outgoing resident. 7. Firearms The employee shall not carry any firearms in the performancc of hidher duties as caretaker nor in City vehicles and shall not discharge any firearms on City property. 8. Parties The employee shall notify the Department Head in advance of any party at the residence involving 15 or more people. 9. Pets The employee shall be allowed to have only non-house pets at any pets shall remain within the fenced portion of the prope provided for this purpose. The employee may not keep pets known to be vicious. 10. Term The City maintains the right to change the assignment of the caretaker responsibility based solely on determination of thc 9 Appendix e e City. it is the intent of this provision to create an at-will tenancy. There shall be an annual review of the caretaker’s performance with the Superintendent and General Manager Q. No n - E I i a i b i I i ty An employee shall not be eligible for the following benefits provide by the City: 1. Compensatory time off accrual as set forth in Article 15, Section 2 of the MOU with CCEA. An employee shall be eligibl to accrue no more than 40 hours of such compensatory time. Sick leave because of illness of a member of the immediate family, Article 24, Section A (4) of the MOU with CCEA. State disability insurance as provided by the State of California, Article 36 of the MOU with CCEA. 2. 3. 10 A p pe n d i: e e APPENDIX B (EXHIBIT A) Cm EMPLOYEE INFORMATION ~~w~V,aaawwwwww~au~w~~~~~~~w > B 2 a tn =I a v) 2 ha^^^^^^^^^^^^^ rnCImarng\-- ,,,~,..~r~N4~~f$~5~~5~~~~~ 54 >*2 3 - ala 1 --~Qec-&~m &>3*@ch* adass ~ZommmP~wm~~HPcslcslm~chN~Pmrnm~~m bmflmm bmmm~~~N~mbmmmmcslmbmb& I- CC I- 0, > ,~~~~~~~m~"bbb~~~b~~m H csl bbgfl I? n I-5 a ,;3s:hd-smr- v) 2.5 mr- Pa ~pn~~~n~~~~~~BF~8~~~~~~~~~~ c.aw Loo o&P~--~&\>~&.&zP*m hT~~Q>N-.~gp>~~~~~ LI bl 84 * a, :g # gz '2 3 20 Z* 30 a z$ U b4 P) .9 0 > 3- k-au * x &j$ B $3 8 23 ow Ql i -5 n g.24 8" 9 La 9"B=.gi .g B 5 b q.Q c =E8 8= gzg3- c+-3gg&lh* =vi 82 $,j p.$ w 'El Ff'6b 8.9 .s 2 & 8 .E &2 3 .g c%n",gwEo....,,L.&.& u, 8 8 €.e% 5! Rs q0jg ~~~~~- 5 2 k- BAA c " g % 3 i$j sg 5 "Esgs,qgsa3 a 2 &e g % 2 M;, 4 5 $2 $-$a 6 ~M~~~i~~.-~>:.5;a1'I"d2 c0Q sg;g".&5 s a,P) C 5 q s gk '" a" 6'g.s 8 E 5 s** $.sg$pEas .s 9 8 0 8.pG.2 v1 E e 1 f'2 M **V3*dQ~*QbQ~~~~vVW**w~*~~~ E ab, 2 g cr) g8-o c go 00 % ." .* sm 03 .* c- -8,* .EJ803gcco %%20 =E MLI 8% %! 8.3 $&-22.~g.Sg c-c co d o o) 0 0 m';hQ) c s x0 c c .4 4 24 2 3 e 2.s -3 E .I? d 1 i;i m cn A K a 0 m 1.8 i$s g 8$qg 32 g.2 8 83 0 0 a 3% E 21 as ~muaa~~or~~~~EEaadaa***~~~~ e e APPENDIX B (EXHIBIT A) CARLSBAD MUNICIPAL WATER DISTRICT Salary Schedule and Job Classification Effective No vember 12. 1991 CLASSIFICATION RANGE General Manager Board Approved Superintendent Board Approved Administrative Manager Board Approved Engineering Manager Board Approved Accountant 51 Administrative Analyst 48 Senior Systems Operator 40 Service Coordinator 38 Senior Const. & Maint. Worker 38 Storekeeper 38 Senior Engineering Technician 57 Senior Engineering Inspector 53 Const. & Maint. Supervisor 49 Systems Operations Supervisor 49 Engineering Technician 43 Engineering Technician 11 39 Executive Secretary 37 System Operator I1 37 Engineering Secretary 35 Equipment Operator 35 Facility Maint. Leadworker 35 Const. & Maint. Worker I1 32 Accounting Office Assistant 31 System Operator I 31 Const. & Maint. Worker I 29 Engineering Office Asst. II 23 Engineering Office Asst. I 19 Receptionist 15 Office Aideflntem $4.50-6.00/hour 0 APPENDIX B (EXHIBIT A) 0 CARLSBAD MUNICIPAL WATER DISTRICT Salary Schedule and Job Classification ctive November 12. 1991 Bi-Weeklv Salaries ~~ sW.3 swx STlzQ SELE SnLLLl- $791.20 $827.20 $868.80 $890.40 15 $701.60 $729.60 $759.20 16 $715.20 $744.80 $775.20 $808.80 $841.60 $884.00 $906.40 17 $729.60 $759.20 $79 1.20 $827.20 $860.80 $904.00 $926.40 18 $744.80 $775.20 $808.80 $841.60 $879.20 $923.20 $946.40 19 $759.20 $79 1.20 $827.20 $860.80 $898.40 $943.20 $966.40 20 $775.20 $808.80 $841.60 $879.20 $920.00 $966.40 $990.40 21 $791.20 $827.20 $860.80 $898.40 $9 4 2.4 0 $989.60 $10 14.40 22 $808.80 $841.60 $879.20 $920.00 $962.40 $1010.40 $1036.00 23 $827.20 $860.80 $898.40 $942.40 $982.40 $1031.20 $1056.80 24 $841.60 $879.20 $920.00 $962.40 $1001.60 $1 052.00 $1078.40 25 $860.80 $898.40 $942.40 $982.40 $1024.80 $1 076.00 $1 103.20 26 $879.20 $920.00 $962.40 $1001.60 $1048.00 $1 100.80 $1128.00 27 $898.40 $942.40 $982.40 $1024.80 $1070.40 $1 124.00 $1152.00 $1001.60 $1 048.00 $1094.40 $1 148.80 $1177.60 28 $920.00 $962.40 29 $942.40 $982.40 $1024.80 $1070.40 $11 18.40 $1 174.40 $1204.00 30 $962.40 $100 1.60 $1 048.00 $1094.40 $1 142.40 $1 199.20 $1228.80 31 $982.40 $1024.80 $1070.40 $1118.40 $1 170.40 $1228.80 $1259.20 32 $1001.60 $1048 .OO $1094.40 $1 142.40 $1 194.40 $1 254.40 $1285.60 $122 1.60 $1 282.40 $1314.40 33 $1 024.80 $1 070.40 $1118.40 $1 170.40 $1252.00 $13 14.40 $1347.20 34 $1048.00 $1094.40 $1 142.40 $1 194.40 $1 170.40 $1221.60 $1279.20 $1343.20 $1376.80 35 $1070.40 $1118.40 36 $1094.40 $1 142.40 $1 194.40 $1252.00 $1307.20 $1372.80 $1407.20 37 $11 18.40 $1 170.40 $1 221.60 $1279.20 $133 8.40 $1405.60 $1440.80 $1252.00 $1307.20 $1367.20 $1435.20 $147 1.20 38 $1142.40 $1194.40 $1398.60 $1468.80 $1505.60 39 $1 170.40 $122 1.60 $1279.20 $1338.40 $1 506.40 $1 544.00 40 $1 194.40 $1252.00 $1307.20 $13 67.20 $1434.40 $145 6.00 $1528.80 $1 5 67.20 41 $1221.60 $1279.20 $1 338.40 $1398.60 $1367.20 $1434.40 $1484.00 $1558.40 $1597.60 42 $1252.00 $1307.20 43 $1279.20 $133 8.40 $1398.60 $1456.00 $1516.80 $1 592.80 $1632.87 $1663.20 44 $1307.20 $1367.20 $1434.40 $1484.00 $1544.80 $1 622.40 APPENDIX B (EXHIBIT A) 0 CARLSBAD MUNICIPAL WATER DISTRICT Salary Schedule and Job Classification Effective November 12. 1991 Bi-Weeklv SW ~~ sm3i s.mx SWLQ SnZE ~~ 45 $1338.40 $1398.60 $1456.00 $1516.80 $1577.60 $1656.80 $1 698.40 $1484.00 $1544.80 $1608.00 $1688.80 $1731.20 46 $13 67.20 $1434.40 47 $1398.60 $145 6.00 $1516.80 $1577.60 $1640.00 $1722.40 $1765.60 48 $1434.40 $1484.00 $1 544.8 0 $1608.00 $1672.00 $1755.20 $1799.20 49 $1456.00 $1516.80 $1 577.60 $1 640.00 $1706.40 $1792.00 $1836.80 50 $1484.00 $1544.80 $1 608.00 $1672.00 $1740.80 $1828.00 $1873.60 $1577.60 $1640.00 $1706.40 $1776.00 $1864.80 $19 11.20 51 $15 16.80 $1608.00 $1 672.00 $1 740.80 $18 12.00 $1 902.40 $1949.60 52 $1544.80 $1706.40 $17 7 6 .OO $1 847.20 $1939.20 $19 88 .OO 53 $1577.60 $1 640.00 54 $1 608 .OO $1 672.00 $1740.80 $1812.00 $1888.00 $1 982.40 $203 2.00 55 $1640.00 $1706.40 $1776 .OO $1 847.20 $1920.80 $201 6.80 $2067.20 56 $1672.00 $1740.80 $18 12 .OO $1888.00 $196 1.60 $2060.00 $2111.20 $2000.80 $2 100.80 $21 53.60 57 $1706.40 $1 776.00 $1847.20 $1920.80 $1888.00 $1961.60 $2040.00 $2142.40 $2196.00 58 $1740.80 $18 12.00 59 $1776.00 $1847.20 $1920.80 $2000.80 $2079.20 $2 183.20 $2237.60 60 $18 12.00 $1888.00 $1961.60 $2040.00 $2120.80 $2227.20 $2283.20 $2079.20 $21 64.80 $2272.80 $2329.60 61 $1 847.20 $1920.80 $2000.8 0 $2040.00 $2120.80 $2206.40 $231 6.80 $2374.40 62 $18 88.00 $1961.60 $2364.00 $2423.20 63 $1920.80 $2000.80 $2079.20 $2 1 64.8 0 $225 1.20 $24 1 1.20 $2471.20 64 $1961.60 $2040.00 $2 120.80 $2206.40 $2296.00 II e EXHIBIT B PROVISIONS WHICH HAVE NOT BEEN AGREED UPON (THIS REPRESENTS THE CITY'S LAST ONE YEAR PROPOSAL) 0 0 EXHIBIT B TABLE OF CONTENTS Article 3 Term .................................. Page 1 Article 4 Renegotiation ........................... Page 1 Article 5 Effective Dates ......................... Page 1 Article 6 Authorized Agents ....................... Page 2 Article 14 Compensation Adjustments ............... Page 3 Article 15 Overtime ............................... Page 3 Article 16 Working Out of Class .................... Page 6 Article 17 Injured on Duty ......................... Page 7 Article 22 Vacation ...............................P age 8 Article 23 Holidays ............................... Page 11 Article 24 Sick Leave .............................. Page 13 Article 25 Bereavement Leave ...................... Page 1 5 Article 26 Leave of Absence ........................ Page 1 5 Article 28 Jury Duty ............................... Page 18 Article 29 Rest Periods ............................ Page 18 Article 30 Late Starts ............................. Page 18 Article 32 Flexible Start Hours ..................... Page 18 Article 33 Flexible Work Schedule .................. Page 19 Article 34 Flexible Job Sharing ...................... Page 19 Article 35 Health Insurance ........................ Page 19 Article 40 Health Insurance for Retirees ............. Page 19 Article 41 Grievance Procedure ..................... Page 20 Article 42 Disciplinary Procedures .................. Page 26 Article 43 Alcohol and Drug Policy .................. Page 36 Article 44 Personnel Rules and Regulations .......... Page 41 Article 45 Air Quality Management District .......... Page 42 Article 46 Access to Information ................... Page 42 Article 50 Carlsbad Municipal Water District ......... Page 43 Article 51 Clerical Study .......................... Page 43 Article 52 Full Understanding, Modification & Waiver .. Page 43 Article 53 Provisions of Law ....................... Page 44 Article 56 Employer-Employee Organization Relations Resolution .............................. Page 44 Article 57 Street Maintenance Worker II Job Spec ..... Page 44 0 0 Exhibit B PROVISIONS WHICH HAVE NOT BEEN AGREED UPON (THIS REPRESENTS THE CITY’S LAST PROPOSAL) Article 3 Term [From Article 3 of 1989-91 M.O.U.] The term of this Memorandum shall commence on the date when the term: and conditions for its effectiveness, as set forth in implementation, are fully met. This Memorandum shall expire and otherwise be fully terminated at 1200 midnight on June 30, 1992. Article 4 Reneaot iation In the event either party desires to meet and confer in good faith on the provision of a successor Memorandum, either party shall serve upon the other party, during the period from December 1, 1991, to February 1, 1992, its written request to commence meeting and conferring in good faith. Upon receipt of such written notice, meet and confer in good faith shall begin no later than April 1, 1992. Article 5 Effective Dateg [New Provision) Effective January 15, 1992, the following provisions of Exhibit A to the City’s Employer-Employee Relations Rules and Regulations are supersedc by this M.O.U.: Rule 111, Reasonable Time Off to Meet and Confer (page 9) Rule IV, Access to Work Locations (page 10) Rule V, Use of City Facilities (page 10) Rule VI, Use of Bulletin Boards (page 11) Rule VII, Availability of Data (page 12) Rule VIII, Peaceful Performance of City Services (page 13) Rule IX, Meet and Confer Meeting Rules (page 14) Rule X, Management and Confidential Employees (page 15) 1 0 0 Effective January 15, 1992, the following provisions of the City Personr Rules and Regulations shall be superseded by this M.O.U.: Rule IV, Section 6 Rule IV, Section 7 Rule IV, Section 8 Rule X, Section 1 Rule X, Section 2 Annual Vacation Rule X, Section 3 Annual Vacation Rule X, Section 4 Determination of Vacation Benefits Rule X, Section 5 Rule X, Section 6 Rule X, Section 7 Rule X, Section 8 Military Leave Rule X, Section 9 Rule X, Section 10 Rule X, Section 11 Rule X, Section 14 Holiday Rule X, Section 15 Rule XI, Section 7 Layoff Rule XI, Section 8 Rule XI1 Grievance Procedures Rule XIII, Section 2 incentive Pay Rule XVI Effective January 15, 1992, the following Administrative Orders shall be superseded by this M.O.U.: No. 9 No. 38 No. 49 Tool Allowance Article 6 Author i zed Aaentg [From Article 17 of 1989-91 M.O.U.] For the purpose of administering the terms and provisions of this Memorandum of Understanding: Out of Classification Compensation Deferred Compensation G ro up H ea1 t h /Acciden t Attendance and Leaves Sick Leave Allowance for Occupation Sick Leave Sick Leave Conversion Jury Duty Leave of Absence Hours of Work Ove rti me Reduction in Force Appeal to Personnel Board Request for Leave of Absence Procedure Fair Labor Standards Act 2 0 e A. City’s principal authorized agent shall be the City Manager or a dul authorized representative (Address: 1200 Carlsbad Village Drive, Carlsbad, California 92008; Telephone (61 9) 434-2859), except where a particular City representative is specifically designated i connection with the performance of a specific function or obligatic set forth herein. CCEA authorized representative shall be its President or duly authorized staff representative (Address: P.O. Box 2056, Carlsbad, California 92008; Telephone (61 9) 729-81 28). B. Article 14 Compensation Ad iustmentg Effective December 23, 1991, the base salary of each employee in each classification represented by CCEA shall be increased by a general wage increase of five and one-half percent (5.5%) as set forth in Appendix C. Article 15 0 vertime [From Personnel Rule X, Section 15, and Administrative Order #38] 1. Overtime All employees required to perform in excess of 40 hours in a 7-da: cycle and/or in excess of the employee’s normal work day shall receive compensation at the rate of time 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 and unpaid leaves of absences shall be excluded from the total hours worked. Also excluded are duty free lunches, travel time to and from work, and time spent conducting bona fide volunteer activitie Paid leave of absence includes, but is not limited to, the following 3 0 0 1) Vacation 2) Holiday Leave 3) Sick Leave 4) Administrative Leave 5) Compensatory leave 6) Workers’ Compensation Leave 7) Jury Duty 8) Bereavement Leave 9) Military Leave There shall be no pyramiding of overtime. Hours worked by an employee in any workday or workweek on which premium rates hav once been allowed shall not be used again in any other overtime calculation other than computing total actual hours worked. Time worked shall be computed by rounding the nearest quarter of i hour. 2. Compensatorv Time In lieu of receiving overtime pay pursuant to Section 1 above, an employee may elect, subject to department approval, to receive compensatory time off on a time and one-half basis. No employee shall accrue more than 80 hours of such compensatory time. Shoul any employee exceed 80 hours of accrued compensatory time, he/sl shall be paid at time and one-half hidher regular rate. An employee may use such compensatory time within a reasonable period after making the request if the use of compensatory time does not unduly disrupt the operations of the department. On December 1 of each year, an employee may elect to “cash out” any portion of hidher accrued compensatory time at hidher regu rate of pay. Notice shall be provided to the Human Resources Department no later than November 15 of the employee’s election “cash out” a portion of hidher accrued compensatory time. This “cash out” shall be paid during the first pay period in December. 4 e m 3. Overtime Aut horizatio n All overtime requests must have the prior authorization of a supervisor prior to the commencement of such overtime work. Where prior written authorization is not feasible, explicit verbal authorization must be obtained. Calls for service beyond the end of duty time are considered as authorized. An employee’s failure to obtain prior approval may result in the denial of the overtime request. 4. Clothes Cha naing - 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 his/her own personal convenience. An employee may or may not utilize the locker for storage and changing purposes at hidher own discretion. Nothing herein prevents an employee from wearing hidher uniform to and/or from hidher residence to work. Nothing herein prevents an employee from wearing his/her uniform while conducting personal business during lunch time. Time spent in changing clothes before or after a shift, is not considered hours worked and is not compensable in any manner whatsoever. \ 5. Trainina Time Training time outside normally scheduled work hours shall be compensated pursuant to Code of Federal Regulations (CFR), Sectio 785.27, d. m. Travel time outside normally scheduled work hours shall be compensated pursuant to CFR Section 785.33, a.m. 5 e e When feasible, the Department will adjust the employee’s work schedule to minimize the impact of travel and training time. 6. Vehicle Use (Agreed upon. See Exhibit A) 7. Call Bac k Pav (Agreed upon. See Exhibit A) 8. - When an employee is physically called to court, while off duty, he/she shall be credited 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 shall not be considered hours worked and shall not be compensated in any manner whatsoever. 9. &@bv Pay (Agreed upon. See Exhibit A) 10. Shift Trades (Agreed upon. See Exhibit A) 11. b rlv Re lief (Agreed upon. See Exhibit A) Article 16 Workina Out o f Classification [New Provision] 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 more than fifteen (15) consecutive working days, the employee shall receive the salary rate of the higher class in which he/she is performing the required duties. In such cases, the employee shall be paid at an appropriate step of the sal; schedule of the higher classification which will assure an increase of n less than 5% greater than the salary of his/her current position, but in r case shall such salary exceed the top salary step of the higher classification. The higher salary rate payable shall commence on the sixteenth working day following the temporary reassignment of the performance of duties of the higher classification. The requirement foi the performance of duties of the higher classification shall be placed ir writing by the Human Resources Director following recommendation by 6 0 0 affected Department Head. No employee shall be required to perform ar of the duties of a higher classification unless that employee is deemed 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 more than one hundred and eighty (180) calendar da! in a higher classification unless approved by the City Manager. A person appointed in an acting capacity shall be eligible to receive rn increases in hidher regular position during the acting appointment bul shall not be entitled to merit increases in the position which he/she h in an acting capacity. The Human Resources Director shall obtain the employee’s written consent for the temporary performance of any of the duties of the high classification beyond a period of fifteen (15) working days, prior to th employee’s assuming or continuing the duties and compensation of a higher classification, which consent shall clearly state that it is understood that a reduction in salary shall be effected to his/her origii salary rate upon the expiration of the need for the performance of the duties of the higher classification. Article 17 lniured o n Dutv [From Personnel Rule X, Section 61 Occupational Sick Leave is leave with pay that is granted to employees who have sustained a work related injury or illness and are temporaril disabled from work. Any general employee that sustains a work related injury or illness ani becomes temporarily disabled from work as a result, may receive thei full salary, in lieu of the State mandated temporary disability benefit, a period of up to 520 hours for any single incident. The periods of temporary disability need not be continuous. 7 0 0 Any aggravation of a pre-existing occupational injury or illness will be treated as such and not 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 520 hours. The granting of occupational sick leave is subject to the employee providing written verification of his/her disability status from the treating physician. physician or facility or the employee’s previously designated physician, the payment of occupational sick leave may be withheld until such time i the employee’s disability status is able to be verified by a City designatt physician or facility. An employee that is still temporarily disabled after the 520 hour maximum benefit has been exhausted will be paid at the rate established by the California Labor Code for such disabilities. However, the City sh; supplement the State rate, up to the employee’s full salary level, by utilizing any vacation, sick, or compensatory leave that the employee ha: accrued. Once the employee’s accrued leave has been exhausted, the employee will be compensated at the 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 work related injury or illness will continue to accrue sick leave and vacation leave for the period of incapacitation that does not exceed 520 hours. However, once the maximum occupational sick leave benefit has been exhausted (520 hours), the employee will no longer accrue sick or vacation leave for the duration of hidher absence. Article 22 Vacat ion [From Personnel Rule X, Sections 1,2,3, and 41 A. Basis of Acc rud If the treating physician is not a City designated Accrual of vacation begins with the first working day following appointment and thereafter accrues on a bi-weekly basis. The following shall be the annual vacation leave schedule. 8 0 0 1 through 5 full calendar years of continuous service - 80 hours 6 through 10 full calendar years of continuous service - 120 hours 10 through 11 full calendar years of continuous service - 128 hour! 11 through 12 full calendar years of continuous service - 136 hour: 12 through 13 full calendar years of continuous service - 144 hour! 13 through 14 full calendar years of continuous service - 152 hour 14 through 15 full calendar years of continuous service - 152 hour 16 and over full calendar years of continuous service - 160 hours B. Vacation Accrud All employees shall be entitled to accrue vacation up to a maximur of 232 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 establishec 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 grant such request if it is in the be: interest of the City. The excess of the limit shall be determined b! the Department Head and the City Manager. It is not the intent of this section to penalize an employee who is not able to utilize his/her accumulated vacation because of scheduling problems wit the individual department. Effects o f Holidav o n Vacation Leave In the event one or more authorized municipal holidays falls withir vacation leave, such holiday shall not be charged as vacation leave but shall be credited as a holiday. C. 9 0 a D. Fffect of leave of Absence on Awual of Vacation leave The granting of any leave of absence without pay exceeding fifteen (1 5) consecutive calendar days shall cause the employee’s annual vacation earned during the calendar year to be reduced proportionately for each month or major portion of a month that the employee is on leave of absence without pay. Compensation for City Work Du rina Vacation Proh i bited 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 his/her paid vacation leave from City service. employee from vacation in the event of an emergency and place him/her on regular pay status. E This clause shall not limit the City’s right to recall a F. Schedulina Vacations An employee may take his/her annual vacation leave at any time during the year, contingent upon determination by hidher Department Head that such absence will not materially affect the department. Each employee must consider the needs of the service when requesting annual vacation leave. An employee shall normall] provide one week notice in advance of the day(s) he/she is requesting vacation time off. When a family emergency arises whil necessitates the use of vacation time, an employee shall provide at much advance notice as possible considering the particular ci rcu rnstances. G Jerminal VUon Pay An employee with regular status separating from the City service who has accrued vacation leave shall be entitled to terminal pay ir lieu of such vacation. No leave credit will be earned on terminal leave payments. When separation is caused by death of an employe 10 0 0 payment shall be made to the estate of such employee or, in applicable cases, as provided by the Probate Code of the State. Article 23 Ho lidavg [From Personnel Rule X, Section 141 A. Authorized HolidayS The City shall observe eleven (11) scheduled paid holidays plus one (1) floating holiday for employees assigned to eight-hour-per-day five-days-per-week workweeks, and nine (9) scheduled holidays pi one (1) floating holiday for employees assigned to ten-hours-per- day-four-days-per-week workweeks. The floating holiday may be used at the discretion of the employee with prior approval of the Department Head. The scheduled paid holidays that will be official City holidays for the term of this agreement shall be as follows: New Year’s Day Columbus Day Lincoln’s Birthday Veteran’s Day Washing ton’s Birthday Thanksgiving Day Memorial Day Thanksgiving Friday Independence Day Christmas Day Labor Day B. Procedu re if Holidav Falls on Satu rdav o r Sunday For those employees whose normal work week is Monday through Friday, when a holiday falls on a Saturday, the preceding Friday st be observed as a holiday. When a holiday falls on a Sunday, the following Monday shall be observed as a holiday. The City shall annually develop and publish a holiday schedule whi will identify the specific days on which the above holidays will bc observed as official City holidays and which days will not be observed for employees on ten- ho u rs-per-day-fo u r-day-per-week workweeks. 11 0 0 C. ees ReplUred to Work on Hol- 1. 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 eight (8) ho of holiday pay (or ten (10) hours as applicable). All employ who are entitled to be absent on any holiday, and who in fat are absent, shall receive full compensation therefore at tht straight time rate. Those employees whose work schedules and assignment of duties require him/her to work on an authorized holiday sh receive eight (8) hours of holiday pay (or ten (10) hours as applicable) for such work week at the same rate of pay at which he/she is employed, in addition to hidher normal pa for the time worked. If a holiday occurs on a day which is the employee’s regula day off he/she shall be entitled to holiday pay in the amour eight (8), or ten (10) hours as applicable at straight time. 2. 3. D. vees on InduSial leave Employees on Worker’s Compensation Leave pursuant to Article 1 shall not be entitled to additional pay and/or additional time off holidays which occur during the time an employee is on industri; leave. Effect o f Sick Lea ve on Holidav Pav An employee whose work schedule and assignment of duties reqi him/her to work on an authorized holiday and who calls in sick 01 that work shift shall be paid eight (8) hours (or ten (10) hours a$ applicable) of holiday pay and shall also be charged for the appropriate use of sick leave. E 12 0 m Article 24 Sick Leave [From Personnel Rule X, Sections 5 and 71 A. Accrual Every probationary and regular full time employee shall accrue eigt (8) hours sick 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 bi-weekly basis. Such accruals shall be cumulative. An employee shall not receive payment for unused sick leave accumulated to his/her 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 if: 1. Actual illness or disability makes it impossible for the employee to perform hidher normal work assignments. Exposure to contagious disease would jeopardize the health o others. The term “contagious disease” means disease or restriction of movement of the employee for a particular period in accordance with regulations prescribed by the local health authorities having jurisdiction. If no definite time period is specified by the regulations, the period shall be determined by the attending physician. When sick leave is granted under these circumstances, an explanatory medical certificate from the physician is required. A prescheduled doctor, dental, or optometry appointment has been approved by the employee’s direct supervisor. Because illness of a member of the immediate family require constant care and no other care is available and/or financial1 feasible except that of the employee. defined in Article 25, Bereavement. 2. ‘ illness subject to quarantine or requiring isolation or 3. 4. Immediate family is 13 0 a 6- - In order to receive compensation while absent from duty on sick leave, the employee must notify hidher immediate supervisor pri to the time set for the beginning of his/her regular duties. The Department Head may request a certificate issued by a licensed physician or other satisfactory proof of illness before sick leave granted. The Department Head may also designate a licensed physician to conduct a physical examination, and such examinatior shall be conducted at City expense. Employees shall be required tc complete a sick leave verification form when returning to work after utilizing sick leave. Violation of sick leave privileges may result in disciplinary action and/or loss of pay when in the opinior of the Department Head the employee has abused such privileges. c. 1 The granting of any leave of absence without pay exceeding fifteen consecutive calendar days shall cause the employee’s normal rate sick leave accumulation to be extended by the number of calendar days for which such leave of absence has been granted less the fir fifteen calendar days of such leave. D. Blood Do nations Employees making a donation of blood without charge will be given reasonable time off for that purpose. No charge will be made against annual or sick leave when such absence is approved in advance by the supervisor. E Fffect of Holidays Holidays occurring during sick leave shall not be counted as sick leave. 14 0 e F. Sick Lea ve Con version 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 days per one (1) day of vacation. The sick leave conversion option will be provided during the first week of each fiscal year. Any permanent employee applying for retirement with the Public Employees’ Retirement System may convert accrued and unused sic leave time to extend service time in the system at the ratio of 25 days of accrued sick leave to one month of extended service. Article 25 Bereave ment Lea ve (Agreed Upon. See Exhibit A) Article 26 Lea ve of Abse nce [From Personnel Rule X, Section 101 1. Leave of Abse nce Without Pav A. General Policv Any employee may be granted a leave of absence without pay pursuant to the recommendation of hidher 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 usefulness on return to his/her position in the City service. For personal reasons acceptable to the City Manager ar Department Head. 3. 15 0 e B. Autho rizat ion P roced u re Requests for leave of absence without pay shall be made upor forms prescribed by the City Manager and shall state specifically the reason for the request, the date when the leave is desired to begin, the probable date of return, and the agreement to reimburse the City for any benefit premiums ps by the City during the leave of absence. The request shall normally be initiated by the employee, but may be initiated b hislher Department Head, and, upon written recommendation the Department Head that it be granted, modified or denied, shall be promptly transmitted to the City Manager. A copy 01 any approved request for leave of absence without pay shall I delivered promptly to the Directors of Finance and Human Resources. C. I enath of I ,eave and Extea A leave of absence without pay may be made for a period not exceed six months, unless otherwise approved by the City Manager. The procedure for granting extensions shall be the same as that in granting the original leave provided that the request for extension is made no later than fourteen (14) calendar days prior to the expiration of the original leave. D. - When an employee intends to return from an authorized leavc of absence without pay either before or upon the expiration such leave, he/she shall contact hidher Department Head a1 least fourteen (14) calendar days prior to the day he/she pls to return. The Department Head shall promptly notify the C Manager of the employee’s intention. The employee shall return at a rate of pay not less than the rate at the time the leave of absence began. 16 e 0 E Leave Without Pa An employee shall utilize all his/her compensatory time off, vacation, and/or sick leave (if applicable) prior to taking an authorized leave of absence without pay. A prorata reduction of normal annual vacation and sick leave accruals shall be applicable to an approved absence without pay. Any absence without pay constitutes a break of continuous service with the City. The granting of any leave without pay exceeding 15 consecutive calendar days shall cause the employee’s 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 granted less the first 15 days of such leave. Leave Without Pay - Insurmce Payments and P~~v~~eQeS .. F. An employee on leave without pay may continue hidher City insurance benefits by reimbursing the City for the costs of insurance on a monthly basis during the period of the leave. Failure to reimburse the City for such benefits during the ter of a leave of absence will result in the employee’s coverage terminating on the first day following the month in which thc last payment was received. An employee on leave of absence without pay shall not have of the privileges granted to regular employees. 2. Preanancv D isabilitv 1 ,ea V? An employee disabled by pregnancy shall be allowed to utilize a combination of accrued sick leave, vacation, compensatory time ai 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 accou of pregnancy, childbirth, or related conditions. 17 e a An employee who plans to take a leave pursuant to this article shall give the City reasonable notice of the date the leave shall commencc and the estimated duration of the leave. Article 28 Jurv Duty [From Personnel Rule X, Section 91 When called to jury duty, an employee, having provided at least five working days written notice, shall be entitled to his/her regular compensation. their supervisor for assignment for the duration of the shift. Employees 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 exemption and/gr postponement of jury service on behalf of ai employee. Article 29 Rest Pe riods [New P rovis io n] All CCEA represented employees shall receive, at the direction of the respective department, two (2) fifteen (15) minute rest periods, one eac approximately at the mid-point of each one-half shift. Employees worki in the field shall take, at the direction of the department, rest periods a or nearby the work site or return to their department for rest. Rest timc is not cumulative beyond the half scheduled work day within which the break period occurs. Article 30 Late Starts [New Provision] An employee who is tardy to work shall be docked pay at the discretion the Department Head. Such docking shall be done in fifteen (15) minute increments. An employee may not substitute accrued compensatory tim vacation, holiday, or sick leave for the docked pay. Nor may the employ6 utilize a shortened break period or lunch period. Article 32 Flexible Start Hou rg [New Provision] (Agreed upon. St Exhibit A) Employees released early from jury duty shall report to 18 0 0 Article 33 Flexible Work Schedule [New Provision] Employees hired on or after December 23, 1991, by departrnents/divisions currently operating on an alternative work schedule shall be subject to having their daily work schedule changed at the sole discretion of the department. Such changes include, but are not limited to, a) number of days/hours to be worked on a daily basis and in a payroll period; b) normal days off; and c) startinglending times of assigned shifts. This article shall not be subject to the grievance procedure. Article 34 Flexible Job S harinq [New Provision] (Agreed upon. See Exhibit A) Article 35 Health Insurance [From Article 9 1989-91 M.O.U.] A. The current plans known as “Kaiser” and “Northwestern” which provide medical, dental and vision coverages for employees and the dependents will continue to be available to employees during the term of this Memorandum. If a change in insurance carrier is necessary, as determined by the City, the City will notify CCEA. B. Effective January 6, 1992, the following contribution schedule sha be applied to the health plan premiums. I ovee Contri bu ti QQ .. Monthlv .. Monthlv urn Citv ContrtbutiqaS Cateaorv Nwestern Kaiser Nwestern Kalser 7.06 Employee Only 184.47 129.99 11.62 Employee + I Dep. 41 4.94 259.99 41.20 14.1 1 Employee w/2 Dep. 530.25 368.16 66.01 19.97 /4rticle 40 Health I nsurance for Retirees [New Provision] Employees who retire from the City, either service or disability, shall b eligible to continue to participate in the City’s health insurance program The cost of such health insurance for the employee, and eligible dependents, shall be borne solely by the employee. The City shall not charge the COBRA administrative cost to the retirees. 19 0 m In order to qualify for this benefit, the retiree must have a minimum of five (5) years of City 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 and must keep such payments current to ensure con tin ued coverage. 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 Procedu re [From Personnel Rule XI11 pef i n it ion A “grievance” is a formal, written allegation by a grievant that he/she has been adversely affected by an existing violation, misinterpretation c misapplication of the specific provisions of the Memorandum of Understanding and/or provisions of the Personnel Rules and Regulations. grievance is not reviewable under this procedure if it is a matter which would require the modification of a policy established by the City Counc or by law, or is reviewable under some other administrative procedure and/or rules of the City, such as: (1 ) (2) Procedu re 1. Jnformal Re-: Every effort shall be made to resolve a Appeals from formal disciplinary proceeding. Appeals from work performance evaluations. grievance through discussion between the employee and his/her immediate supervisor. It is the spirit and intent of this procedurc that all grievances are settled quickly and fairly without subsequ discrimination and/or reprisals against employees who may seek adjust a grievance. Every effort should be made to find an acceptable solution at the lowest level of supervision. Within 20 e e fifteen (15) calendar days after a grievant knew, or by reasonable diligence should have known, of the condition upon which a grievancc may be based, the grievant shall attempt to resolve it by an informa conference with the grievant’s immediate supervisor. immediate supervisor shall give his/her response to the employee within five (5) calendar days of the informal conference. If the problem cannot be resolved between the employee and the supervisor, the employee may, within seven (7) calendar days from the date of receiving the answer from hidher supervisor, request ir 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 seven (7) calendar days from the date of receiving the answer from the division manager, reques in writing, and be granted an interview with the Department Head. The Department Head shall render hidher decision in writing withi fifteen (15) calendar days of receiving the appeal. If the Departme Head and employee are unable to arrive at a satisfactory solution, the employee may, within ten (10) calendar days from the date of the decision by the Department Head, submit a written appeal to th City Manager. The employee’s request for hearing must be addressed to the Humai Resources Director and received in the Human Resources Departme so that same is date stamped by the Human Resources Department within the 1 0-day period. If, within the 10-day appeal period, the employee involved does nc 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 10-day appeal 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 as follows: The 2. 3. 4. 21 0 e A. Where practicable, the date for a hearing shall not be less than 20 calendar days, nor 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 in which to hear the appeal. All interested parties shall be notified in writing of the date, time, and placc of hearing. All hearings shall be private provided, however, that the Personnel Board shall, at the request of the employee, open th hearing to the public. Subpoenas and subpoenas duces tecums pertaining to a hearin{ shall be issued at 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 technic rules relating to evidence and witnesses. Any relevant evidence shall be admitted if it is the sort of evidence on 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 evidence may be used for the purpose of supplementi or explaining any direct evidence but shall not be sufficient i itself to support a finding unless it would be admissible ove objection in civil actions. effective to the same extent that they are now or hereafter may be recognized in civil actions, and irrelevant and unduly repetitious evidence shall be excluded. The Personnel Board shall not be bound 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 leg counsel or other person of hidher choice; to call and examir B. C. D. The rules of privilege shall be E 22 1) a witnesses; to introduce evidence; to cross-examine opposing witnesses on any matter relevant to the issues even though that matter was not covered in the direct examination; to impeach any witness regardless of which party first called hirn/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 as if under cross-examination. Oral 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 necessary. The hearing shall proceed in the following order, unless the Personnel Board, for special reason, otherwise directs: 1. 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 evider in support thereof; the City bears the burden of proof a the burden of producing evidence for any affirmative defenses asserted; The parties may then, in order, respectively offer rebutting evidence only, unless the Personnel Board fo good reason, permits them to offer evidence upon theii original case; Closing argument shall be permitted and written brief may be permitted at the discretion of the Personnel Board. 2. 3. 4. 5. 6. 23 e 0 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 still photographs, moving pictures, or television pictures shall be taken in the hearing chamber during a hearing. The Personnel Board, prior to or during a hearing, may grant a continuance for any reason it believes to be important to 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 event later thr 30 days after conducting the hearing. The decision shall set forth which allegations, if ‘any, are sustained and the reasons therefore. conclusions. The opinion shall be advisory only. The Personnel Board’s opinion and recommendation shall be filed with the City Manager, with a copy sent to the Grievant and the Human Resources Director and shall set forth its findings and recommendations. Within 30 days of the receipt of the Personnel Board’s findin and recommendation, and transcript (which is optional only i certain cases), whichever date is later, the City Manager sh, adopt, amend, modify or reject the recommended findings, conclusions, and/or opinions of the Personnel Board. Prior tc making a decision which modifies or rejects the recommendation of the Personnel Board, the City Manager SI order and read the transcript of the hearing. Prior to making decision which supports the Personnel Board, the City Mana! may order and read the transcript, at his/her option. The Ci Manager shall not conduct a de novo hearing. The City Manac may, at hidher 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 and conclusiv The opinion shall set forth findings of fact and H 1. 24 0 0 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, including the court reporter and transcripts. Each party shall bear its own witness and attorney fees. If either party unilaterally cancels or postpones a scheduled hearing, thereby resulting in a fee charged by the court reporter, then the party responsible for the cancellation or postponement shall be solely responsible for payment of that fee. process shall not apply to mutual settlements by the 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. J. This K. 5. If the time limits for employees’ appeals at any step should elapse the grievance shall be considered withdrawn. Time limits may be 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 the next step. If the City Manac fails to respond within the prescribed time limit, the grievance H be deemed to have been denied and the employee will be deemed to have exhausted hidher administrative remedy. The employee may request the assistance of another person of hidher own choosing in preparing and presenting hidher appeal a any levels of review. In the event the employee desires the preser of a representative who is an employee of the City, he/she shall make such request through the supervisor and the supervisor shall make the necessary arrangements for the employee representativc to be present. The employee and/or hidher representative may use a reasonable amount of work time as determined by the appropriate supervisor Department Head in presenting the appeal. However, no employee shall absent himself/herself without first being excused by his/h supervisor. 6. 7. 25 e 0 8. 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 procedures by both the City and the employee organizatior The settlement terms of a grievance which is processed by an employee individually or by an informally recognized employee organization shall not conflict with the express provisions of a Memorandum of Understanding between the City and the formally recognized employee organization for such unit, if any. A group grievance may be filed when one (1) set of circumstances a occurrences affects more than one (1) employee in the same mannei or to the same extent. The group may file one (1) document which all members of the group have read and signed. Members of the groi shall be limited to those who have signed the grievance. 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 brought by the employee organization itself. such case the procedure shall be commenced directly at the City Manager level within fifteen (1 5) working days after authorized representatives of the employee organization knew or by reasonabl diligence should have known of the condition giving rise to the grievance and shall be subject to all applicable time limitations ar the provisions set forth above. 9. 10. 11. 11 Article 42 Disciplinarv Procedu reg [From Personnel Rule XVI] The tenure of every City employee shall be based on reasonable standarc of personal conduct and job performance. Failure to meet such standard shall be grounds for appropriate disciplinary action, which shall be commensurate with the seriousness of the offense and with consideratic 26 0 0 of the employee’s prior performance record. Grounds for discipline may include but are not limited to the following: A. Fraud in securing employment or making a materially false statement on an application for employment or on any supporting documents furnished with or made a part of any supporting documents furnished with or made a part of any application. Incompetency such as failure to comply with the minimum standard for an employee’s position for a significant period of time. Neglect of duty, such as failure to perform the duties required of ai employee’s position. B. C. D. Willful disobedience and insubordination such as a willful failure * submit to duly appointed and acting supervision or to conform to duly established orders or directions of persons in a supervisory position. E Dishonesty involving employment. F. Being under the influence of alcohol or intoxicating drugs while on duty without a prescription. Addiction to or habitual use of alcoholic beverages, narcotics or a habit forming drug. G H Inexcusable absence without leave. 1. Conviction of a crime or conduct constituting a violation of State law. Discourteous treatment of the public. Improper or unauthorized use of City property. Violation of the rules and regulations of any department. J. K. L. 27 0 e M Refusal to subscribe to any oath or affirmation which is required by law in connection with City employment. Any act of conduct undertaken which, either during or outside of duty hours, is of such a nature that it causes discredit to fall upon the City, the employee’s department or division. Failure to maintain proper decorum during working hours causing discredit to the employee’s department or division. N Cl P. Abuse of sick leave. Q Knowingly failing to follow the procedures governing grievance whe pursuing a grievance. Inattention to duty, tardiness, indolence, carelessness or negligenc in the care and handling of City property. The employee’s failure to resolve a physical or mental infirmity(s) or defect(s), when it is within the capacity of the employee to do s Outside employment which conflicts with the employee’s position and is not specifically authorized by the City Manager. Acceptance from any source of any emolument, reward, gift or othi form of remuneration in addition to the employee’s regular compensation, as a personal benefit to the employee for actions performed in the normal course of the employee’s assigned duties. Falsification of any City report or record, or of any report or recoi required to be, or, filed by the employee. Violation of any of the provisions of the City Code, ordinances, resolutions, or any rules, regulations or policies which may be prescribed by the City Council, City Manager, department manager supervisor. R S. T. U. V. W. 28 :io b X Political activities precluded by State or Federal law. Y. Other acts which are incompatible with service to the public. . .. Des of Discidma The following procedures shall be followed when, in the judgement of the Department Head, an 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 advise 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 safety, is endangered, or the self- control of an employee is questionable, a supervisor shall take immediatl action to reduce or eliminate the danger or to establish control. In case an emergency, an employee shall have all of the rights set forth herein, except the right to receive prior written notice of proposed disciplinary action. The Human Resources Director must be contacted immediately. The following outline describes the progressive discipline process, beginning with informal counseling (which occurs when a potential problem is first identified) and progressing through alternative actions that increase in severity, if the problem persists. The choice of alternative disciplinary actions will vary in accordance with the severi of the performance problem, and will not necessarily follow the sequenc as outlined herein. 1. Oral Warnina/Reorimand: When a performance or behavioral problc is first identified, the problem should be discussed with the employee, along with the steps that need to be taken in effort to resolve the problem. If counseling fails to produce the desired changes, oral warnings/reprimands will be given by the supervisor. warning verbally notifies the employee that performance must be improved. The oral 29 0 * If the employee fails to improve, more serious disciplinary action will be taken. 2. Written Warn' ina/ReDrima nd: If the warningheprimand is in writinc the Department Head shall give the employee a copy and forward a copy to the Human Resources Director for review and retention in the employee's personal history file. A written warningheprimand shall contain a description of the events which necessitated the action, specific expectations of change by the employee, and notice of further action in the event a change by the employee does not occur. An employee shall have the right to attach a written rebutta Suspension: 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 action and shall givc 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 the charges, notification that the employee may review and be provided with the materials leading tc the suspension, the right of the employee to meet with the appointing authority and/or to respond in writing within a reasonable time frame to the charges, and notice of further action the event a change by the employee does not occur. Unless extende by approval of the City Manager on written recommendation of the Department Head, the maximum period of suspension shall be thirt: (30) calendar days. These procedures are pre-disciplinary in natur Qemn or Reduction in Pav: A Department Head shall advise the Human Resources Director in writing of his/her intention to demo1 or reduce the salary of an employee prior to taking such action. In demoting an employee or reducing his/her salary, the Department Head shall make a written notice and shall give a copy of said not' for demotion or reduction in pay to the employee and forward a co to the Human Resources Director for review and retention in the employee's personal history file. contain a description of the events which necessitated the demotr a statement of the charges, notification that the employee may 30 3. 4. The written statement shall 0 e review and be provided with the materials leading to the demotion or reduction in pay, the right of the employee to meet with the appointing authority and/or respond in writing within a reasonable time frame to the charges, and notice of further action in the ever a change by the employee does not occur. These procedures are prc disciplinary in nature. 5. IS^: A Department Head shall advise the Human Resources Director in writing of his/her intention to dismiss an employee prl to taking such action. In dismissing an employee, the Department Head shall make a written notice and shall give a copy of said notic of dismissal to the employee and forward a copy to the Human Resources Director for review and retention in the employee’s personal history file. description of the events which necessitated the dismissal, a statement of the charges, notification that the employee may revie and be provided with the materials leading to the dismissal, and tht right of the employee to meet with the appointing authority and/or respond in writing within a reasonable time frame to the charges. These procedures are pre-disciplinary in nature. The written statement shall contain a Notices Written notices will be given to the employee in person whenever possiblc and the employee signature obtained to indicate receipt. In the absence o personal service, the notice may be sent by registered mail. loyee’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 choosing at the meeting. The employee neec not be accorded the opportunity to cross-examine a department’s witnesses, nor to present a formal case in opposition to the proposed discipline. 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 31 a 0 the Department Head’s information leading to the discipline proposal. 1 employee may elect not to respond, thereby waiving any further pre- disciplinary response. The appointing authority, or hidher designee, will evaluate the proposc discipline in light of the employee’s response, if any. Within five (5) working days of the employee’s response, or deadline for response, a decision will be transmitted in writing to the employee. decision will be in person or by registered mail. - Any permanent employee in the classified service shall have the right t appeal any termination, suspension of forty (40) hours or more, reductil in salary, or non-probationary demotion. The appeal process shall not b applicable to those positions which may be deemed exempt or to probationary employees. The appeal process shall not be applicable to verbal and written reprimands, suspensions of less than forty (40) houi probationary demotions, performance evaluations and denial of merit increases. An employee desiring to appeal the appointing authority’s decision sha have ten (10) calendar days after receipt of the response to request a hearing. The employee’s request for a hearing 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 1 0-day period. If, within the 10-day appeal period, the employee involved does not filc said appeal, unless good cause for the failure is shown, the action of tF appointing authority shall be considered conclusive and shall take effe as prescribed. If within the 10-day appeal period, the employee involvt files such notice of appeal by giving written notice of appeal to the Hur Resources Department, an appeal hearing before the Personnel Board st be established as follows: A. Service of the Where practicable, the date for a hearing shall not be less than 21 calendar days, nor more than 60 calendar days, from the date of t 32 0 filing of the appeal with the 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 notified in writing sf the date, time, and place of hearing. All hearings shall be private provided, however, that the Personnel Board shall, at the request of the employee, open the hearing to the public. Subpoenas and subpoenas duces tecums pertaining to a hearing shal be issued at the request of either party, not less than seven calend; 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 rulc relating to evidence and witnesses. Any relevant evidence shall be admitted if it is the sort of evidence on which reasonable persons are accustomed to rely in the conduct of serious affairs, regardles: of the existence of any common law or statutory rules which might make improper admission of such evidence over objection in civil actions. Hearsay evidence may be used for the purpose of supplementing or explaining any direct evidence but shall not be sufficient in itself to support a finding unless it would be admissible over objection in civil actions. shall be effective to the same extent that they are now or hereaftt may be recognized in civil actions, and irrelevant and unduly repetitious evidence shall be excluded. The Personnel Board shall not be bound 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 person of his/her choice; to call and examine witnesses; to introduce evidence; to cross-examine opposing witnesses on any matter relevant to the issues even 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 rebut the evidence against him/her. If the employee does n B. C. D. The rules of privilege E 33 e 0 testify in his/her own behalf, he/she may be called and examined as if under cross-examination. Oral 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 no necessary. The hearing shall proceed in the following order, unless the Personnel Board, for special reason, otherwise directs: 1. F. The party imposing discipline shall be permitted to make an opening statement; The appealing party shall then be permitted to make an openir statement; The party imposing disciplinary action shall produce the evidence on hidher part; the City bears the burden of proof a burden of producing evidence; The party appealing from such disciplinary action may then open hislher defense and offer his/her evidence in support thereof; the employee bears the burden of proof and the burdc of producing 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 offer evidence upon their original case; Closing argument shall be permitted and written briefs may permitted at the discretion of the Personnel Board. 2. 3. 4. 5. 6. G The Personnel Board shall determine relevancy, weight, and credibility of testimony and 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 be excluded from the hearing unless the Personnel Board, in discretion, for good cause, otherwise directs. No still photograpt moving pictures, or television pictures shall be taken in the heari 34 0 e chamber during a hearing. The Personnel Board, prior to or during hearing, may grant a continuance for any reason it believes to be important to reaching a fair and proper decision. The Personnel Board shall render its judgement as soon after the conclusion of * hearing as possible and in no event later than 30 days after conducting the hearing. The decision shall set forth which charge if any, are sustained and the reasons therefore. The opinion shall set forth findings of fact and conclusions. The opinion shall be advisory only. The Personnel Board may recommend sustaining or rejecting any I all of the charges filed against the employee. The Personnel Boar may recommend sustaining, rejecting, or modifying the disciplin; action invoked against the employee. The Personnel Board may nc recommend discipline more stringent than issued by the appointir authority . The Personnel Board’s opinion and recommendation shall be filed with the City Manager, with a copy sent to the charged employee, the Human Resources Director and shall set forth its findings and recommendations. If it is a dismissal hearing and a dismissal is the Personnel Board’s recommendation, the opinion shall set fortt the date the employee is recommended to be reinstated and/or ot recommended action. The reinstatement date, if appropriate, may any time on or after the date of disciplinary action. Within 30 days of the receipt of the Personnel Board’s findings ar recommendation, and transcript (which is optional only in certair cases), whichever date is later, the City Manager shall adopt, amt modify or reject the recommended findings, conclusions, and/or opinions of the Personnel Board. Prior to making a decision whicl modifies or rejects the recommendation of the Personnel Board, ’ City Manager shall order and read the transcript of the hearing. Prior to making a decision which supports the Personnel Board, tt City Manager may order and read the transcript, at hidher option. The City Manager shall not conduct a de novo hearing. The City Manager may, at his/her option, allow limited oral arguments an1 may request and review written statements from either side. Th H 1. 35 e 0 decision of the City Manager shall be final and conclusive. Copies 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 Cit Manager. Each party shall bear equally the cost of facilities, fees and expenses, including the court reporter and transcripts. Each party shall bear its own witness and attorney fees. unilaterally cancels or postpones a scheduled hearing, thereby resulting in a fee charged by the court reporter, then the party responsible for the cancellation or postponement shall be solely responsible for payment of that fee. This process shall not apply tc mutual settlements by the parties which result in a court reporter fee. In the case of suspension, demotion, reduction in salary, or dismissal prescribed by the City Manager, the time of such suspension, demotion or dismissal shall be effective from the first day after such delivery of said decision or shall relate back to and be effective as of the date the employee was disciplined from duty pending hearing before and decision by the City Manager, whichever is applicable. If discipline imposed resulted in toss of pay, and the decision results in reduction or elimination of lass of pay, the pay loss shall be restored to the employee based on the number of standard work hours lost computed at his/her then base hourly rate, J. If either party K. L. The provisions of Section 1094.6 of the Code of Civil Procedure sha be applicable to proceedings under this section. Article 43 Alco hot and D rua Policv [New Provision] 1. poucy It is the policy of the City of Carlsbad to have a work environment free from the effects of drugs and alcohol. 36 0 e A. Def in itio nS As used in this policy: 1. "Drug" means any substance which produces a physical, mental, emotional or behavioral change in the user, including but not limited to, prescription medications, heroin, cocaine, morphine and its derivatives, P.C.P., methadone, barbiturates, amphetamines, methamphetamines, alcohol, marijuana, and other can n abi no ids. "Workplace" means any site for the performance of work including City premises, City vehicles, private vehicles when used for City purposes, and any other site where a employee is required to perform duties in connection with City employment. 2. B. Em? lovee Respo risibilities 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 under the influence of alcohol or drugs in the workplace or while on-call b. notify their supervisors, before beginning work, when taking any medication or drugs, prescription or non-prescription (over-the-counter medications), which may interfere with their safe and effective performance of duties or operation ( City equipment; submit to an alcohol and drug analysis and remain on the premises when requested to do so by City management, acting pursuant to this policy, or by law enforcement personnel; c. 37 e a d. notify the City of any conviction under a criminal drug statute (including any pleas of nolo contendere), if such conviction was based on a violation which occurred in the workplace, no latei than five days after such conviction; (notification under this subsection does not relievc an employee from the disciplinary consequences 01 the conduct upon which a criminal conviction is based); and abide b,y all terms of this policy. e. 2. Off-duty involvement with any controlled substance, including but not limited to manufacture, distribution, dispensation, possession, use, or any conviction under a criminal drug statute, may result in disciplinary action up to and including termination if there is any connectic between such off-duty involvement and the employee's employment with the City. C. Emplover Sea rches For the purpose of enforcing this policy and maintaining a dr free workplace, the City reserves the right to search, with o without prior notice to the employee, all work areas and property in which the City maintains full or joint control wi the employee, including but not limited to City vehicles, des lockers, file cabinets, and bookshelves. These areas remain part of the workplace context even if the employee has plact personal items in them. Employees are discouraged from placing and storing personal papers and effects in work area and property under full or joint City control. 38 * D. Con sea ue nces o f Violation of Policy 1. 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 by this policy may also be required to satisfactorily participate in an approved alcohol or substance abuse assistance or rehabilitation program, a employee's expense. 2. 11. DRUG A ND ALCOHOL ANALYSIS A. Pre-emdovment Drua a nd 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," urine, or blood analysis. Persons whose results are positive for either drugs or alcohol will be rejected for City employment. 2. B. Fmdovee 0 rua - a nd Alcohol Analvsis 1. If a manager or supervisor of the City has reasonable suspicion that an employee is under the influence of drugs or alcohol while in the workplace or subject to duty, the employee shall be: a. b. Prevented from engaging in other work; and Required to submit to a drug and alcohol analysis At the City's discretion, this analysis may be in form of "breathalizer," urine, or blood analysis. An employee may also be required to remain on t' c. 39 e e premises for a reasonable time until arrangements can be made to transport the employee to his or her home. 2. "Reasonable suspicion" is a belief based on objective facts sufficient to lead a reasonably prudent supervisor that an employee is under the influence of drugs or alcohol so the employee's ability to perform his/her job safely is reduced. Some examples of incidents that may constitute reasonable suspicion are: a. Slurred speech. b. Alcohol odor on breath. c. Unsteady walking and movement. d. e. Physical altercation. f. Verbal altercation. 9. Unusual behavior. h. i. An accident involving City property. Possession of alcohol or drugs. Information obtained from a reliable person with personal knowledge. 3. Refusal to remain on the premises or to submit to a drL and alcohol analysis when requested to do so by City management or by law enforcement officers shall constitute insubordination and shall be grounds for discipline, up to and including termination. A drug and alcohol analysis may test for the presence any drug which could impair an employee's ability to 4. 40 a 0 effectively and safely perform the functions of his or hc job. A positive result from a drug and alcohol analysis may result in disciplinary action, up to and including termination. 5. Ill. PI OYFE ASSISTANCF PROGRAM A. The City has a well established voluntary Employee Assistanc Program (EAP) to assist employees who seek help for substance abuse problems. The EAP is available for assessment, referral to treatment, and follow-up. Any employee of the City wishing confidential assistance for a possible alcohol or drug problem can call the EAP office and arrange for an appointment with a counselor. The EAP progra is provided by Compro and can be reached by calling 758-6800. B. Employees who are concerned about their alcohol or drug use are strongly encouraged to voluntarily seek assistance throuc the EAP. All self-referral contacts are held in confidence by the EAP. Participation in the employee assistance program will not replace normal disciplinary procedures for unsatisfactory jo performance or for violation of any City policy. C. Article 44 Personnel RI ues a n d R eauato 1 i n s [New Provision] During the term of this Memorandum, the parties will meet and confer o revised Personnel Rules and Regulations. Nothing herein shall preclude implementation of revised Personnel Rules and Regulations upon completion of the meet and confer process. 41 0 0 Article 45 Air Qua litv Manaaement District f N ew P rov i si o n] During the term of this Memorandum, the parties will meet and confer on requirements imposed by the Air Quality Management District. Nothing herein shall preclude implementation of such requirements upon completion of the meet and confer process. Article 46 Access to Information [From current Employer-Employer 0 rd i nance .] The City will make available to CCEA such nonconfidential information pertaining to employment 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 the City’s rules and procedures for making public record! available and after payment of reasonable costs, where applicable. Information which shall be made available to CCEA includes regularly published data covering subjects under discussion. Data collected on a promise to keep its source confidential may be made available in statistical summaries, but shall not be made available in such form as to disclose the source. Nothing in this article shall be construed as requiring the City to do research for an inquirer or 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 principles; Working papers or memoranda which are not retained in the ordinary course of business or any records where the public interest served (2) 42 a 0 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 part or to claims or appeals which have not been settled. (3) Article 50 Carlsbad MuniciDal Water District (Agreed upon. See Exhibit A) Article 51 Clerical Study [New Provision] (Agreed upon. See Exhibit A) Article 52 Full Understandina. Modification. & Waiver [Article 16 from 1989-91 M.O.U.] 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 hereby superseded or terminated in their entirety. Except as specifically provided herein, it is agreed and understood that CCEA hereto voluntarily and unqualifiedly waives its right, and agrees that the City shall not be required to negotiate 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 made and executed in writing bi all parties hereto and, if required, approved and implemented by the 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 itl terms and provisions. 43 0 0 Article 53 Prov isions of Law [Article 18 of 1989-91 M.O.U.] It is understood and agreed that this Memorandum of Understanding is subject to all current and future applicable federal and state laws, federal and state regulations. If any part or provision of the Memoranc of Understanding is in conflict or inconsistent with such above applic; laws, rules and regulations, or is otherwise held to be invalid or unenforceable by any tribunal or competent jurisdiction, such part or provision shall be suspended and superseded by such applicable law or regulations, and the remainder of this Memorandum of Understanding : not be affected thereby. Article 56 em plover-Em Dlovee 0 raan izat ion Re tat ions Pesolut ion The Employer-Employee Organization Relations Resolution, attached ar incorporated as Appendix D, shall be adopted at a future date by the Ci article 57 Street Maintenance Worker II Job Spec if icat ion. 1 Provision] The requirement of a Class A driver’s license shall be added as minimi qualification . 44 e APPENDIX C (EXHIBIT E) * SALARY SCHEDULE - MISCELLANEOUS EMPLOYEES BBhu;E N 88hIG ACCOUNT CLERK I I ACCOUNT CLERK I1 15 MICRWCMPUTER SPECIALIST 51 ACCOUNTANT 58 MINUTES CLERK 3: ACCOUNTING SUPERVISOR 44 PARK MAINTENANCE SPECIALIST 3' ASSISTANT ENGINEER 74 PARK MAINTENANCE WORKER I1 21 ASSOCIATE ENGINEER 91 PARK DEVELOPMENT COORDINATOR a ASSISTANT PLANNER 64 PARK MAINTENANCE WORKER I11 31 ASSDCIATE PLANNER 78 PERMIT CLERK BUILDING INSPECTOR I 55 PLANNING TECHNICIAN I 3 BUILDING MAINTENANCE WORKER I 27 POLICE RECORDS CLERK I 1 BUILDING MAINTENANCE WORKER I1 39 POLICE RECORDS CLERK I1 21 BUILDING TECHNICIAN I1 50 PRXRAMEWANALY ST 7 BUYER 42 PROGRAMEWOPERATOR c CLERK TYPIST I 1 RECEPTIONIST/CASHIER CLERK TYPIST I1 4 RECREATION SPECIALIST CODE ENFORCEMENT OFFICER I 43 RECREATION SUPERVISOR I 4 CODE ENFORCEKENT OFFICER I1 55 RECREATION SUPERVISOR I1 5 CCMPENSATION TECHNICIAN 53 SECRETARY I i CONSTRUCTION INSPECTOR I 55 SECRETARY I1 CONSTRUCTION INSPECTOR I1 70 SENIOR BUILDING INSPECTOR E CRIME PREVENTION TECHNICIAN 31 SENIOR BUILDING MAINTENANCE WORKER 4 CUSTODIAN 1 SENIOR CONSTRUCTION INSPECTOR E CUSTODIAN I1 12 SENIOR PLANNER 5 ENGINEERING TECHNICIAN I 35 SENIOR RECEPTIONIST CASHIER ENGINEERING TECHNICIAN I1 50 SITE MANAGER EQUIPMENT MECHANIC I 34 STENO CLERK I EQUIPMENT MECHANIC I1 40 STENO CLERK 11 EWIPMENT MECHANIC LEADWORKER 52 STOREKEEPER EQUIPMENT SERVICE WORKER 18 STREET MAINTENANCE WORKER I1 EVIDENCE AND PROPERTY TECH. 11 STREET MAINTENANCE WORKER I11 FIRE PREVENTION OFFICER I 38 TECHNICIAN I FIRE PREVENTION OFFICER I1 63 FIRE PREVENTION OFFICER I11 71 TREE TRIMMER I1 GRAPHIC ARTIST 24 TREE TRIMMER LEADWORKER GRAPHICS TECHNICIAN 24 UTILITY MAINTENANCE WORKER I1 HOUSING SPECIALIST I 46 UTILITY MAINTENANCE WORKER I11 LIBRARIAN I 38 UTILITY SYSTMS OPERATOR I1 LIBRARIAN I1 53 UTILITY SYSTEMS OPERATOR I11 LIBRARIAN I11 68 WORD PROCESSING OPERATOR I LIBRARY ASSISTANT I 24 WORD PROCESSING OPERATOR I1 LIBRARY ASSISTANT I1 35 LIBRARY ASSISTANT I11 48 MAINTENANCE ELECTRICIAN I 34 MAINTENANCE ELECTRICIAN I1 38 MAINTENANCE WORKER I 12 1-7-92 MESSENGER 1 METER READER/REPAIRER I 18 METER READER/REPAIRER I1 27 BUILDING INSPECTOR I1 70 PLANNING TECHNICIAN I1 51 TREE TRIFMER I @PPENDIX C (EXHIBIT B) 0 THE CITY OF CARLSBAD MISCELLANEOUS SALARY SCHEDULE BIWEEKLY SALARIES (Effective December 23. 1991) €lwGE= Slu33 s!lZG STEP D STEP_ERaNGE 1 $706.38 $741.70 $778.79 $81 7.73 $858.62 1 2 $71 3.44 $749.1 1 $786.57 $825.90 $867.20 2 3 $720.57 $756.60 $794.43 $834.1 5 $875.86 3 4 $727.78 $764.17 $802.38 $842.50 $884.63 4 11111,111,,~111111111111111111111 $73$.0e 11,1,,1 I, ,1111,111 1111,1111111 $771.81 11111111111111,1111111110111 $81 8111111111 0.40 11111l11111111111111t $850.92 111111~11111111~1111lllll~lllllll $893.47 111111111111~l11~111Ill~lliellllllkll~ll~l 5 6 $742.41 $779.53 $81 8.51 $859.44 $902.41 6 7 $749.83 $787.32 $826.69 $868.02 $91 1.42 7 8 $757.33 $795.20 $834.96 $876.71 $920.55 8 9 $764.90 $803.15 $843.31 $885.48 $929.75 9 10 $772.55 $81 1.18 $851.74 $894.33 $939.05 10 11 $780.28 $819.29 $860.25 $903.26 $948.42 11 12 $788.08 $827.48 $868.85 $91 2.29 $957.90 12 13 $795.96 $835.76 $877.55 $921.43 $967.50 13 14 $803.92 $844.1 2 $886.33 $930.65 $977.1 8 1 4 15 $81 1.96 $852.56 $895.1 9 $939.95 $986.9$ 15 16 $820.08 $861.08 $904.1 3 $949.34 $996.81 1 6 17 $828.28 $869.69 $913.17 $958.83 $1,006.77 17 18 $836.56 $878.39 $922.31 $968.43 $1,016.85 1 8 19 $844.93 $887.1 8 $931.54 $978.1 2 $1,027.03 1 9 20 $859.38 $896.05 $940.85 $987.89 $1 037.28 20 21 $861.91 $905.01 $950.26 $997.77 $1,047.66 2 1 22 $870.53 $914.06 $959.76 $1,007.75 $1,058.14 22 23 $879.24 $923.20 $969.36 $1,017.83 $1,068.72 23 24 $888.03 $932.43 $979.05 $1,028.00 $1,079.40 24 25 $896.91 $941.76 $988.85 $1,038.29 $1,090.20 25 26 $905.88 $951.1 7 $998.73 $1,048.67 $1,101.1 0 26 27 $91 4.94 $960.69 $1,008.72 $1,059.1 6 $1,112.1 2 27 28 $924.09 $970.29 $1,018.80 $1,069.74 $1,123.23 28 29 $933.33 $980.00 $1,029.00 $1,080.45 $1,134.47 29 31 $952.09 $999.69 $1,049.67 $1,102.1 5 $1,157.26 3 1 32 $961.61 $1,009.69 $1,060.1 7 $1,1 13.1 8 $1,168.84 3 2 33 $971.23 $1,019.79 $1,070.78 $1,124.32 $1,180.54 33 34 $980.94 $1,029.99 $1,081.49 $1,135.56 $1,192.34 34 35 ?$ 36 $1,000.66 $1,050.69 $1,103.22 $1,158.38 $1,216.30 36 37 $1,010.67 $1,061.20 $1,114.26 $1 ,169.97 $1,228.47 37 38 $1,020.78 $1,071.82 $1,125.41 $1,181.68 $1,240.76 38 39 $1,030.99 $1,082.54 $1,136.67 $1,193.50 $1,253.1 8 39 ............................. 40 $1 ................................ 041.30 $1 .,llld.1lillO,l,l1.111111111(1 093.37 $1 1111111111(111(11(1)1111(11.1.(11 148.04 $1 1111111(.11.1(111111)111(111.111 205.44 $1 1(.1161('~(1.)1.11..1.111(1)11)11111.)1(*~~*~~~ 265.71 40 4 1 $1,051.71 $1,104.30 $1,159.52 $1,217.50 $1,278.38 4 1 42 $1,062.23 $1,115.34 $1,171.1 1 $1,229.67 $1,291.15 42 43 $1,072.85 $1,126.49 $1 ,182.81 $1,241.95 $1,304.05 43 44 $1,083.58 $1,137.76 $1,194.65 $1,254.38 $1,317.10 44 45 45 46 $1,105.36 $1,160.63 $1,218.66 $1,279.59 $1,343.57 46 ................................... ................................. 1,11111 ......................... ,,,1111111111111110)11111111)11 111111111~1111,11,,11111(11111111 1111111111,11111,1,1(11(1111111111111111~~ ................................... ................................. ,,',,,,,,I,,,,, I ,,,,,,,,,,,,,,,, ,,,llill.l1lll,i1l'lllllllllllll 1111111111111101,1111)1111(11111 ~01~11011111,111, 111111,111,0111,1111, 1,111, I,,,,, I ...................... ,,,,,,,,,, ...................... 111111111l1, .................... 1111111111111111111111111111110 11111111111111111i11lllllll ll~lll~lllIllllllklll1111111111111(1111(1~~~~ll~ ................................... 1,111 ~,,,,,,,,,,,,,I ,,,,,,,,,,,, I 1111,4.11,,,,,,,,,,, 1,111,111.11 11,0111'1111111111(.,,,,,, (OW 11111(.1('1111(1111.)1(1(1 11*1t1 1~01111~111~11.1.11111)1(1111)11111(111~ ................................... 30 $942.66 ................................. $989.79 111111111 ,,,,,,,,,, .1,1111 $1,039.28 ,1111, 1111(1)1111111111111llllll $1,091.24 *11.1 11111111111,1111111.llllll $1,145.80 141111 .1..(.11111,11111(1(111))1111111111(01(, 30 $990.79 $1 040.29 $1 092.30 $1 146.92 $1 204.27 ,,1,,ll11,1,,,,,,,,,l,l,,lll,,,,,,, 1111111,1l,,,,,,,111 ,,Ill, ,,,,,,~,,,,,,11,,1,,lllll ,1111, 1'111111'11111111111l,,,,,,lIlll~ 11111Z11111111111111l*ll~l~~~Il~ 11111111~~~~~,1,11~10)11( 111 111*1l1 $1 094.42 $1 149.14 $1 206.60 $1 266.93 $1 330.28 1111,11111,1,,1,1111(111111(11 ll~,lbll~ol~lllllllllll)llllll ~~~I~A~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~.~ll)~~~~~(llll~,,,,,~~~~~~~~ o~~.1~~~~o~~o~~~~(1lill1li1ll ~~~~~/~~~~~~~~~~~~~)11111111(o11.11~~~~~~~~ kPENDIX C (EXHIBIT B) 0 THE CITY OF CARLSBAD MISCELLANEOUS SALARY SCHEDULE BIWEEKLY SALARIES {Effective December 23. 1991) ~~ SEE3 2sEEs SEm ~~ 47 $1,116.41 $1,172.23 $1,230.84 $1,292.38 $1,357.00 47 48 $1,127.57 $1,183.95 $1,243.15 $1,305.31 $1,370.58 48 49 $1,138.85 $1,195.79 $1,255.58 $1,318.36 $1,384.28 49 50 $1 150.24 $1 207.75 $1 268.14 $1 331.55 $1 398.13 50 5 1 $1 ,I 61.74 $1,219.83 $1,280.82 $1,344.86 $1,412.1 0 5 1 52 $1,173.36 $1,232.03 $1,293.63 $1,358.31 $1,42623 52 53 $1,185.09 $1,244.34 $1,306.56 $1,371.89 $1,440.48 53 54 $1,196.94 $1,256.79 $1,319.63 $1,385.61 $1,454.89 54 55 $1 208.91 $1 269.36 $1 332.83 $1 399.47 $1 469.44 55 ............................. lll,,I,lll,l,,,ll,,,,,,,,,,,.,,, I,.l~l~,l,llll,lllllllll(lllll(. Illll,lllllllllllltl(ll(ll(llllll ,111~1111111~111,11111(11(11101 11111~\111110~11111II)II1Io1I1)((IIIu~~,l.~~ 56 $1,221 .OO $1,282.05 $1,346:15 $1,413.46 $1,484.13 56 57 $1,233.21 $1,294.87 $1,359.61 $1,427.59 $1,498.97 57 58 $1,245.54 $1,307.82 $1,373.21 $1,441.87 $1,513.96 58 59 $1,258.00 $1,320.90 $1,386.95 $1,456.30 $1,529.12 59 6 1 $1,283.29 $1,347.45 $1,414.82 $1,485.56 $1,559.84 6 1 62 $1,296.1 2 $1,360.93 $1,428.98 $1,500.43 $1,575.45 62 63 $1,309.08 $1,374.53 $1,443.26 $131 5.42 $1,591.1 9 63 64 $1,322.1 7 $1,388.28 $1,457.69 $1,530.57 $1,607.1 0 64 65 $1 335.39 $1 402.16 $1 472.27 $1 545.88 $1 623.17 65 66 $1,348.74 $1,416.1 8 $1,486.99 $f ,561.34 $1,639.41 66 67 $1,362.23 $1,430.34 $1,501.86 $1,576.95 $1,655.80 67 68 $1,375.85 $1,444.64 $131 6.87 $1,592.71 $1,672.35 68 69 $1,389.61 $1,459.09 $1,532.04 $1,608.64 $1,689.07 69 70 $1 403.51 $1 473.69 $1 547.37 $1 624.74 $1 705.98 70 7 1 $1,417.55 $1,488.43 $1,562.85 $1,640.99 $1,723.04 7 1 72 $1,431.73 $1,503.32 $1,578.49 $1,657.41 $1,740.28 72 73 $1,446.05 $131 8.35 $1,594.27 $1,673.98 $1,757.68 73 74 $1,460.51 $1,533.54 $1,610.22 $1,690.73 $1,775.27 74 75 $1 475.12 $1 548.88 $1 626.32 $1 707.64 $1 793.02 75 76 $1,489.87 $1,564.36 $1,642.58 $1,724.71 $1,810.95 76 77 $1,504.77 $1,580.01 $1,659.01 $1,741.96 $1,829.06 77 78 $1,519.82 $1,595.81 $1,675.60 $1 ,759.38 $1,847.35 78 79 $1,535.02 $1,611.77 $1,692.36 $1,776.98 $1,865.83 79 80 $1 550.37 $1 627.89 $1 709.28 $1 794.74 $1 884.48 80 8 1 $1,565.87 $1,644.1 6 $1,726.37 $1,812.69 $1,903.32 8 1 82 $1,581.53 $1,660.61 $1,743.64 $1,830.82 $1,922.36 82 83 $1,597.35 $1,677.22 $1,761.08 $1,849.13 $1,941.59 83 84 $1,613.32 $1,693.99 $1,778.69 $1,867.62 $1,961 .OO 84 85 $1 629.45 $1 710.92 $1 796.47 $1 886.29 $1 980.60 85 86 $1,645.74 $1,728.03 $1,814.43 $1,905.1 5 $2,000.41 8 6 87 $1,662.20 $1,745.31 $1,832.58 $1,924.21 $2,020.42 87 88 $1,678.82 $1,762.76 $1,850.90 $1,943.45 $2,040.62 88 89 $1,695.61 $1,780.39 $1,869.41 $1,962.88 $2,061.02 89 90 9 1 $1,729.70 $1,816.1 9 $1,907.00 $2,002.35 $2,102.47 9 1 .............................. ,,1llf,111,1,111,1,11111)(111111 1,1116111111111111,11(111111111 ,,111,11111111.11111111((11111111 111'11,11.111111.11110111.11 110(1~1.)1111(11(.)11)11110111.1111(11~~~,.',~ ,*11,,,,,,l,,*,l11,,,,,,,,,,, 60 $1 l,,,,i,,,,,,,,,,l,,,I1IHll(llli 270.58 $1 l,lll,$lllllllllIl,llillllltllll 334.11. $1 1111111111111111 40Q.82 1111111111111111 $1 ,ll~lb,,lll~,1l1llllllll 470.8q 111111 $1 laalll$l 944.49 1111111111111111 1110111111 $0 111111lll11 * ............................. 1,111 i,,, ,,,,,,,,,,, 11111111110 111"1\1111,,111111,'.,','',,,,, 1111.,1,'11~11..111,01(1.1 ................................ 1111~6~~~1~1*110~1*1111)1111(111)1(11(1lll~1*~ ~~~(~~~~~~~~~~~~~(1~11(11)((11 lilllb111111.1111111111111)1((1 1)111~1)11111(11111(11(11(1111. (111111,1111111111)1101111(1111) 11(1.?1.11)11(1111111111111.10 111111~11'111,11..1(((1..11111..111)11.1~,,,,~D, ~~~~,,,~)~~,,,~~~~)(11111(1)11 1liiibilliiir,liiii111111111111 111116111111111)(11111111((1111 111~11~11111111e111111111(1111111 11111~11111~11111111l~~~~~llll~~ llllll~lIlk1llIlllll11111o1((11111lllllll ............................. ' "(,,~,,',,,,,,",,,) ),,,,,,,,,, ,,,,,, t ,,,,,,, 1111111,1,111*1111 1llllJ1111~11111111Il.LIIIII.II. *#n8*I,,,, ,,.,, I ,,,,, I, I,.,, 111, l,.,ll\l,llll,lolllllllloll(lll)ll,, 11,,,1,11,,1,111,,1111111111)( )l(llblllllllllO,(l,,,,,,,,,,, ~~~~~~\~~~~~~~~~~(~~111101 ~~~~~~~~~~~~111~~~181~I~ii~~~~~~~ ................................ Il(*d~ll)~~l)~l~l~.l)..l(O1lll((llll(~*@l~~~~ $1 712.57 $1 798.20 $1 888.11 $1 982.52 $2 Oq1.65 ,,,,,,,,,, 9,9 ,,,,,,,,,,, I,, ,,,,,I ,,,,,,,,,,,,,,,, lllllllllt 1111,,~1111111111111l,,,,,,I,,l, ,,,,,,l,ll~lllllllllllillllllllll llllllli 11111l111111 11111l1111 111111111111 11111111111111111l11I'' 11""111" 0 0 APPENDIX D (EXHIBIT B) EMPLOYER-EMPLOYEE ORGANIZATION RELATIONS RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARLSBAD: Article I - - Ge neral Provisions See. 1. - This Resolution implements Chapter 10, Division 4, Title 1 of the Government Code of .the State of California (Sections 3500 et seq.) captioned “Local Public Employee Organizations,” by providing orderly procedures for the administration of employer-employee relations between the City and its employee organizations. However, nothing contained herein shall be deemed to supersede the provisions of State lai City ordinances, resolutions and rules which establish and regulate the merit and civil service system, or which provide for other methods of ad m i n is te ring em p I o ye r- e m p I o y ee re I at i o n s . T h i s R eso I uti o n i s i n te n d ed , instead, to strengthen merit, civil service and other methods of administering employer-employee relations through the establishment 01 uniform and orderly methods of communications between employees, employee organizations and the City. It is the purpose of this Resolution to provide procedures for meeting and conferring in good faith with Recognized Employee Organizations regarding matters that directly affect and primarily invoh the wages, hours and other terms and conditions of employment of employees in appropriate units and that are not preempted by Federal or State law. However, nothing herein shall be construed to restrict any legal or inherent exclusive City rights with respect to matters of gener; legislative or managerial policy, which include among others: The exclusive right to determine the mission of its constituent departments, commissions and boards; set standards of service; determine the procedures and standards of selection for employment; direct its employees; take disciplinary action; relieve its employees from duty because of lack of work or for other lawful reasons; maintain the efficiency of governmental operations; determine the methods, means ai personnel by which governmental operations are to be conducted; take a 1 Appendix e 0 necessary actions to carry out its mission in emergencies; and exercise complete control and discretion over its organization and the technology of performing its work. Sec. 2. As used in this Resolution, the following terms shall have the meanings indicated: a. “Appropriate Unit” means a unit of employee classes or positions, established pursuant to Article II hereof. b. “City” means the City of Carlsbad, and, where appropriate herein, refers to the City Council or any duly authorized City representative as herein defined. C. “Confidential Employee” means an employee who, in the course of his or her duties, has access to confidential information relating to the City’s administration of employer-employee relations. d. “ConsultKonsultation in Good Faith” means to communicate orally or in writing for the purpose of presenting and obtaining views or advising of intended actions; and, as distinguished from meeting and conferring in good faith regarding matters within the required scope of such meet and confer process, does not involve an exchange of proposals and counterproposals with an exclusively recognized employee organization in an endeavor to reach agreement in 1 form of a Memorandum of Understanding, nor is it subject to Article IV hereof. e. “Day” means calendar day unless expressly stated otherwise. f. “Employee Relations Officer” means the City Manager I his/her duly authorized representative. 9. “Impasse” means that the representatives of the City and a Recognized Employee Organization have reached a point in their 2 Appendi 0 0 meeting and conferring in good faith where their differences on matter: to be included in a Memorandum of Understanding, and concerning which they are required to meet and confer, remain so substantial and prolong that further meeting and conferring would be futile. h. “Management Employee’’ means an employee having responsibility for formulating, administering or managing the implementation of City policies and programs, including but not limited the following positions: Administrative aide; Administrative analyst - water district; Administrative assistant I; Administrative assistant 11; Assistant city attorney; Assistant city manager; Assistant finance director; Assistant general manager - water district; Assistant library director; Building and planning director; Central services director ; City attorney; City engineer; City manager; Community redevelopment manager; District engineer - water district; Executive assistant; Fire battalion chief; Fire chief; General manager - water district; Human resources director; Land use planning manager: Library director; Maintenance director; Parks and recreation director; Parks superintendent; Police captain; Police chief; 3 Append e e Po lice I ieutenant; Principal civil engineer; Principal planner; Pu rc hasi n g off ice r ; Research and analysis manager; Recreation superintendent; Street maintenance superintendent; Superintendent - water district; Uti I ities director; Utilities maintenance superintendent. i. “Proof of Employee Support” means (1 ) an authorization card recently signed and personally dated by an employee, or (2) a verifiel authorization petition or petitions recently signed and personally dated b an employee, or (3) employee dues deduction authorization, using the payroll register for the period immediately prior to the date a petition is filed hereunder, except that dues deduction authorizations for more than one employee organization for the account of any one employee shall not be considered as proof of employee support for any employee organization The only authorization which shall be considered as proof of employee support hereunder shall be the authorization last signed by an employee. The words “recently signed” shall mean within one hundred eighty (180) days prior to the filing of a petition. 1- “Exclusively Recognized Employee Organization” means an employee organization which has been formally acknowledged by the City as the sole employee organization representing the employees in an appropriate representation unit pursuant to Article II hereof, having the exclusive right to meet and confer in good faith concerning statutorily required subjects pertaining to unit employees, and thereby assuming the corresponding obligation of fairly representing such employees. k. “Supervisory Employee” means any employee having authority, in the interest of the City, to hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline other employees, or responsibly to direct them, or to adjust their grievances, or effective11 to recommend such action if, in connection with the foregoing, the 4 Appendix C I) 0 exercise of such authority is not of a merely routine or clerical nature, but requires the use of independent judgement. Sec. 3. Filina of Recoa - nition Petition bv E mplovee 0 raanirati( An employee organization that seeks to be formally acknowledged the Exclusively Recognized Employee Organization representing the employees in an appropriate unit shall file a petition with the Employe1 Relations Officer containing the following information and documentat a. b. Names and titles of its officers. c. Name and address of the employee organization. Names of employee organization representatives who are authorized to speak on behalf of the organization. d. A statement that the employee organization has, as one of primary purposes, the responsibility of representing employees in thei employment relations with the City. e. A statement whether the employee organization is a chapte of, or affiliated directly or indirectly in any manner, with a local, regional, state, national or international organization, and, if so, the ni and address of each such other organization. f . and bylaws. g. Certified copies of the employee organization’s constitutio A designation of those persons, not exceeding two in numbc and their addresses, to whom notice sent by regular United States mai will be deemed sufficient notice on the employee organization for any purpose. 5 Append 1. m h. A statement that the employee organization has no restrictior on membership based on race, color, creed, sex, national origin, age, physical disability, religious belief, marital status, political opinions or aff i I iatio ns. i. The job classifications or position titles of employees in the unit claimed to be appropriate and the approximate number of member employees therein. j. A statement that the employee organization has in its possession proof of employee support as herein defined to establish that I majority of the employees in the unit claimed to be appropriate have designated the employee organization to represent them in their employment relations with the City. Such written proof shall be submitted for confirmation to the Employee Relations Officer or to a mutually agreed upon disinterested third party. k. A request that the Employee Relations Officer formally acknowledge the petitioner as the Exclusively Recognized Employee Organization representing the employees in the unit claimed to be appropriate for the purpose of meeting and conferring in good faith. The Petition, including the proof of employee support and all accompanying documentation, shall be declared to be true, correct and complete, under penalty of perjury, by the duly authorized officer@) of tt employee organization executing it. Sec. 4. Upon receipt of the Petition, the Employee Relations Officer shall Citv Respo nse to Recoa nition Petition. determine whether: a. There has been compliance with the requirements of the Recognition Petition, and b. The proposed representation unit is an appropriate unit in accordance with Sec. 8 of this Article 11. 6 Appendix w e If an affirmative determination is made by the Employee Relations Officer on the foregoing two matters, he/she shall so inform the petitioning employee organization, shall give written notice of such request for recognition tcr the employees in the unit and shall take no action on said request for thirty (30) days thereafter. If either of the foregoing matters are not affirmatively determined, the Employee Relations Officer shall offer to consult thereon with such petitioning employee organization and, if such determination thereafter remains unchanged, shall inform that organization of the reasons therefor in writing. The petitioning employee organization may appeal such determination in accordance with Section 11 of this Resolution. Sec. 5. Within thirty (30) days of the date written notice was given to affected employees that a valid recognition petition for an appropriate unit has been filed, any other employee organization may file a cornpetin! request to be formally acknowledged as the exclusively recognized employee organization of the employees in the same or in an overlapping unit (one which corresponds with respect to some but not all the classifications or positions set forth in the recognition petition being challenged), by filing a petition evidencing proof of employee support in the unit claimed to be appropriate of at least thirty (30) percent and otherwise in the same form and manner as set forth in Sec. 3 of this Article II. overlapping unit, the Employee Relations Officer shall call for a hearing c such overlapping petitions for the purpose of ascertaining the more appropriate unit, at which time the petitioning employee organizations shall be heard. Thereafter, the Employee Relations Officer shall .determine the appropriate unit or units in accordance with the standards in Sec. 8 of this Article 11. The petitioning employee organizations shall have fifteen (15) days from the date notice of such unit determination is communicated to them by the Employee Relations Officer to amend their petitions to conform to such determination or to appeal such determination pursuant to Sec. 11 of this Article II. Open Period for Filina Challenaina Petition. If such challenging petition seeks establishment of an 7 Appendix [ e w Sec. 6. Elect ion Procedu re. The Employee Relations Officer shall arrange for a secret ballot election to be conducted by a party agreed to by the Employee Relations Officer and the concerned employee organization(s), in accordance with its rules and procedures subject to the provisions of this Resolution. All employee organizations who have duly submitted petitions which have been determined to be in conformance with this Article II shall be included on the ballot. The ballot shall also reserve to employees the choice of representing themselves individually in their employment relations with the City. Employees entitled to vote in such election shall be those persons employed in regular permanent positions within the designated appropriate unit who were employed during the pay period immediately prior to the date which ended at least fifteen (15) days before the date the election commences, including those who did not wor during such period because of illness, vacation or other authorized leaver of absence; and who are employed by the City in the same unit on the dat of the election. An employee organization shall be formally acknowledge as the Exclusively Recognized Employee Organization for the designated appropriate unit following an election or run-off election if it received i numerical majority of all valid votes cast in the election. In an election involving three or more choices, where none of the choices receives a majority of the valid votes cast, a run-off election shall be conducted between the two choices receiving the largest number of valid votes cas the rules governing an initial election being applicable to a run-off elect ion . There shall be no more than one valid election under this Resolutio pursuant to any petition in a 12-month period affecting the same unit. In the event that the parties are unable to agree on a third party tc conduct an election, the election shall be conducted by the State Conciliation Service. Costs of conducting elections shall be borne in equal shares by the City and by each employee organization appearing on the ballot. 8 Ap pe ndi: 0 w Procedu re for Decertification of Exclusivelv Recoa nized .. Sec. 7. Dlovee Or- A Decertification Petition alleging that the incumbent Exclusively Recognized Employee Organization no longer represents a majority of the employees in an established appropriate unit may be filed with the Employee Relations Officer only during the month of March of any year following the first full year of recognition or during the thirty (30) day period commencing one hundred twenty (120) days prior to the terminatic date of a Memorandum of Understanding then having been in effect less than three (3) years, whichever occurs later. A Decertification Petition may be filed by two or more employees or their representative, or an employee organization, and shall contain the following information and documentation declared by the duly authorized signatory under penalty 0’ perjury to be true, correct and complete. a. The name, address and telephone number of the petitioner and designated representative authorized to receive notices or requests for further information. b. The name of the established appropriate unit and of the incumbent Exclusively Recognized Employee Organization sought to be decertified as the representative of that unit. c. An allegation that the incumbent Exclusively Recognized Employee Organization no longer represents a majority of the employees in the appropriate unit, and any other relevant and material facts relatir thereto. d. Proof of employee support that at least thirty (30) percent c the employees in the established appropriate unit no longer desire to be represented by the incumbent Exclusively Recognized Employee Organization. Employee Relations Officer or to a mutually agreed upon disinterested third party within the time limits specified in the first paragraph of th Sect ion . Such proof shall be submitted for confirmation to the 9 Appendi: * w An employee organization may, in satisfaction of the Decertificatio Petition requirements hereunder, file a Petition under this section in the form of a Recognition Petition that evidences proof of employee support of at least thirty (30) percent that includes the allegation and informatio required under paragraph (c.) of this Section 7, and otherwise conforms tc the requirements of Section 3 of this Article. The Employee Relations Officer shall initially determine whether the Petition has been filed in compliance with the applicable provisions 1 this Article II. If hidher determination is in the negative, he/she shall offer to consult thereon with the representative(s) of such petitioning employees or employee organization and, if such determination thereafte remains unchanged, shall return such Petition to the employees or employee organization with a statement of the reasons therefor in writing. The petitioning employees or employee organization may appeal such determination in accordance with Sec. 10 of this Article II. If the determination of the Employee Relations Officer is in the affirmative, or if hidher negative determination is reversed on appeal, he/she shall givc written notice of such Decertification or Recognition Petition to the incumbent Exclusively Recognized Employee Organization and to unit employees. The Employee Relations Officer shall thereupon arrange for a secrf ballot election to be held on or about fifteen (15) days after such notice determine the wishes of unit employees as to the question of decertification and, if a Recognition Petition was duly filed hereunder, t question of representation. Such election shall be conducted in conformance with Sec. 6 of this Article II. During the “open period’’ specified in the first paragraph of this Se 7, the Employee Relations Officer may on his/her own motion, when he/she has reason to believe that a majority of unit employees no longer wish to be represented by the incumbent Exclusively Recognized Employc Organization, give notice to that organization and all unit employees thi he/she will arrange for an election to determine that issue. In such eve any other employee organization may within fifteen (15) days of such notice file a Recognition Petition in accordance with this Sec. 7, which the Employee Relations Officer shall act on in accordance with this Sec. 10 Append ii 0 w If, pursuant to this Sec. 7, a different employee cirganization is formally acknowledged as the Exclusively Recognized Eimployee Organization, such organization shall be bound by all the terms and conditions of any Memorandum of Understanding then in effect for its remai n ing term. Sec. 8. Policv a nd Sta ndards for Dete rmination of Appropriate Units. The policy objectives in determining the appropriateness of units shall be the effect of a proposed unit on (1) the efficient operations of tt City and its compatibility with the primary responsibility of the City an( its employees to effectively and economically serve the public, and (2) providing employees with effective representation based on recognized community of interest considerations. These policy objectives require that the appropriate unit shall be the broadest feasible grouping of positions that share an identifiable community of interest. considered shall be: Factors to bt a. Similarity of the general kinds of work performed, types of qualifications required, and the general working conditiions. History of representation in the City and similar employment; except however, that no unit shall be deemed to be an appropriate unit solely on the basis of the extent to which employees in the proposed uni have organized. b. c. d. Consistency with the organizational patterns of the City. Number of employees and classifications, arid the effect on tl administration of employer-employee relations created by the fragmentation of classifications and proliferation of units. e. Effect on the classification structure and impact on the stability of the employer-employee relationship of dividing a single or related classifications among two or more units. 11 Appendix a .I Notwithstanding the foregoing provisions of this Section, managerial, supervisory and confidential responsibilities, as defined in Sec. 2 of this Resolution, are determining factors in establishing appropriate units hereunder, and therefore managerial, supervisory and confidential employees may only be included in a unit consisting solely c managerial, supervisory or confidential employees respectively. Managerial, supervisory and confidential employees may not represent ar employee organization which represents other employeles. The Employee Relations Officer shall, after notice to and consultation with affected employee organizations, allocate new classifications or positions, delete eliminated classifications or positions, and retain, reallocate or delete modified classifications or positions from units in accordance with the provisions of this Section. Procedu re for Modification of Estab lished Aporopriate Sec. 9. Units. Requests by employee organizations for modifications of establisht appropriate units may be considered by the Employee Relations Officer only during the period specified in Sec. 7 of this Article It. Such request shall be submitted in the form of a Recognition Petition and, in addition the requirements set forth in Sec. 3 of this Article, shall contain a complete statement of all relevant facts and citations in support of the proposed modified unit in terms of the policies and standards set forth ir Sec. 8 hereof. The Employee Relations Officer shall process such petitior as other Recognition Petitions under this Article II. The Employee Relations Officer may on his/her own motion propose durin( the period specified in Sec. 7 of this Article that an established unit be modified. The Employee Relations Officer shall give written notice of thc proposed modification(s) to any affected employee organization and shall hold a meeting concerning the proposed modification(s), at which time al affected employee organizations shall be heard. Thereadter the Employee Relations Officer shall determine the composition of the appropriate unil or units in accordance with Sec. 8 of this Article II, and shall give writte notice of such determination to the affected employee organizations. The Employee Relations Officer’s determination may be appeialed as provided 12 Appendix I 0 v in Section 11 of this Article. If a unit is modified pursuant to the motior of the Employee Relations Officer hereunder, employee organizations may thereafter file Recognition Petitions seeking to become the Exclusively Recognized Employee Organization for such new appropriate unit or units pursuant to Sec. 3 hereof. Sec. 10. Procedu re for Affiliation or Disaffiliation of Establishe romate Units, Requests by employee organizations for affiliation or disaffiliatior of established appropriate units may be considered by the Employee Relations Officer only during the period specified in Sec. 7 or this Articl II. Such requests shall be submitted in the form of a Recognition Petitior The Employee Relations Officer shall process such petitions as other Recognition Petitions under this Article II. Sec. 11. &peal& An employee organization aggrieved by an approplriate unit determination of the Employee Relations Officer under this Article II ma within ten (10) days of notice thereof, request the intervention of the California State Conciliation Service pursuant to Government Code Sections 3507.1 and 3507.3, or may, in lieu thereof or thereafter appeal such determination to the City Council for final decision within fifteen (15) days of notice of the Employee Relations Officer’s determination or the termination of proceedings pursuant to Government Code Sections 3507.1 and 3507.3, whichever is later. An employee organization aggrieved by a determination of the Employee Relations Officer that a Recognition Petition l(Sec. 3); Challenging Petition (Sec. 5); Decertification of Recognition Petition (Sec. 7) or Affiliation or Disaffiliation Petition (Sec. 10) -- or employe€ aggrieved by a determination of the Employee Relations Officer that a Decertification Petition (Sec. 7) -- has not been filed in compliance wii the applicable provisions of this Article may, within fifteen (15) days ( notice of such determination, appeal the determination to the City Cour for final decision. 13 Appendi: e w Appeals to the City Council shall be filed in writing with the City Clerk, and a copy thereof served on the Employee Relations Officer. The City Council shall commence to consider the matter within thirty (30) days of the filing of the appeal. The City Council may, in its discretion, refer the dispute to a third party hearing process. Any decision of the City Council on the use of such procedure, and/or any decision of the City Council determining the substance of the dispute shall be final and binding. Article 111 -- ministration % .. Submission of Current Information bv Recoa nized .. Sec. 12. DI wee Oraan vatlo ns % All changes in the information filed with the City by an Exclusive11 Recognized Employee Organization under items (a.) through (h.) of its Recognition Petition under Sec. 3 of this Resolution shall be submitted ii writing to the Employee Relations Officer within fourteen (14) days of such change. Sec. 13. Upon formal acknowledgement by the City of an Exclusively Pavroll Deduct ions on Behalf of Emplovee 0 ra - an iza t io n 3 Recognized Employee Organization under this Resolution, only such Recognized Employee Organization may be provided payroll deductions of membership dues and insurance premiums for plans sponsored by such organization upon the written authorization of employees in the unit represented by the Exclusively Recognized Employee Organization on fori provided therefor by the City. The providing of such service to the Exclusively Recognized Employee Organization by the City shall be contingent upon and in accordance with the provisions of Memoranda of Understanding and/or applicable administrative procedures. 14 Appendi) a w Sec. 14. Emplovee 0 raanization Activities -- Us(- Resources. Access to City work locations and the use of City paid time, facilities, equipment and other resources by employee organizations and those representing them shall be authorized only to the extent provided for in Memoranda of Understanding and/or administrative procedures, shall be limited to lawful activities consistent with the provisions of this Resolution that pertain directly to the employer-employee relationship and not such internal employee organization business as soliciting membership, campaigning for office, and organization meetings and elections, and shall not interfere with the efficiency, safety and security of City operations. Sec. 15. Administrative Rules a nd Procedu res. The City Manager is hereby authorized to establish such rules and procedures as appropriate to implement and administer the provisions of this Resolution after consultation with affected employee organizations. Article IV -- Impasse Procedu res Sec. 16. Initiation of lmeasse Procedu res. If the meet and confer process has reached impasse as defined in this Resolution, either party may initiate the impasse procedures by filii with the other party a written request for an impasse [meeting, together with a statement of its position on all issues. An impasse meeting shal then be scheduled promptly by the Employee Relations Officer. The purpose of such meeting shall be: a. To review the position of the parties in a final effort to reac agreement on a Memorandum of Understanding; and b. If the impasse is not resolved, to discuss afrangements for 1 utilization of the impasse procedures provided herein. 15 Ap pe ndi: * 0 Sec. 17. Impasse procedures are as follows: a. Impasse Procedu res .- If the parties agree to submit the dispute to mediation, and agree on the selection of a mediator, the dispute shall be submitted to mediation. All mediation proceedings shall be private. The mediator s make no public recommendation, nor take any public pasition at any tim concerning the issues. b. If the parties fail to agree to submit the dispute to mediatil or fail to agree on the selection of a mediator, or fail to resolve the dispute through mediation within fifteen (1 5) days after the mediator commenced meeting with the parties, the parties may agree to submit impasse to fact-finding. c. If the parties agree on fact-finding, they may agree on the appointment of one or more fact-finders. If they fail to so agree on one more fact-finders, a fact-finding panel of three (3) shall be appointed the following manner: One member of the panel shall be appointed by tt Employee Relations Officer, one member shall be appointed by the Exclusively Recognized Employee Organization, and those, two shall nam third, who shall be the chairperson. If they are unable, to agree upon a third, they shall select by agreement the third member from one or mol lists of seven (7) names of individuals having fact-finding experience i the municipal sector to be provided by the State Conciliation Service. The following constitute the jurisdictional and procedural requirements for fact-finding : (1) The fact-finders shall consider and be guided by applicable federal and State laws. (2) Subject to the stipulations of the parties, the fact-finders shall determine and apply the following measures and criteria in arrivi at their findings and recommendations: 16 Append e w (a) First, as relevant to the issues in dispute, the fact-finders shall compare the total compensation, hours and conditions of employmen of the employees involved in the fact-finding proceeding with the total compensation, hours, and conditions of employment of other employees performing similar services in public and private employment in the samc and comparable communities. “Total compensation” shall mean all wage compensation, including but not limited to premium, incentive, minimum, standby, out-of-class and deferred pay; all paid leave time; all allowances, including but not limited to educational and uniform benefits and employer payments for all health, welfare and pension benefits. (b) The fact-finders shall then adjust the results of the above comparisons based on the following factors: (i) The compensation necessary to recruit and retain qual if ied person ne1 . ( i i) Maintaining compensation relationships between job classifications and positions within the City. (iii) The pattern of change that has occurred in the total compensation of the employees in the unit at impasse as compared to thg pattern of change in the average “consumer price index” for goods and services, and the pattern of change in wages and compensation of other wage earners. (c) The fact-finder(s) shall then determine preliminary recommendations based on the comparisons as adjusted above which, however, shall be reduced as appropriate based on the financial resource of the City to implement them. resources, the fact-finder(s) shall be bound by the following: In assessing the City’s; financial (i ) Other legislatively determined and prcijected demands agency resources, Le., budgetary priorities as established by the govern body; and 17 Appendi 0 9 (i i) Allowance for equitable compensation increases for other employees and employee groups for the corresponding fiscal period(s); and (i i i) Revenue projections not to exceed currently authorize1 tax and fee rates for the relevant fiscal year(s); and (iv) Assurance of sufficient and sound budgetary reserves; and (v) Constitutional, statutory limitations on the level and of revenues and expenditures. (3) The fact-finder(s) shall make written findings of fact and recommendations for the resolutions of the issues in dispute, which st be presented in terms of the criteria, adjustments, and limitations specified above. Any member of a fact-finding panel shiall be accorded right to file dissenting written findings of fact and recommendations. The fact-finder or chairperson of the fact-finding panel shall serve SUC findings and recommendations on the Employee Relations Officer and th designated representative of the Exclusively Recognized Employee Organization. If these parties have not resolved the impasse within ter (10) days after service of the findings and recommendatlions upon them the fact-finder or the chairperson of the fact-finding painel shall make them public by submitting them to the City Clerk for consideration by t City Council in connection with the Council’s legislative consideration the impasse. If the parties did not agree on mediation or the selection of a mediator and did not agree on fact-finding, or having so agreed, the impasse has not been resolved, the City Council may take such action regarding the impasse as it in its discretion deems appropriate as in tb public interest. Any legislative action by the City Council on the impa: shall be final and binding. Sec. 18. The costs for the services of a mediator and fact-finder or costs of ImDasse Procedu re% 18 Append e e chairperson of a fact-finding panel utilized by the parties, and other mutually incurred costs of mediation and fact-finding, shall be borne equally by the City and the Exclusively Recognized Employee Organizatic The cost for a fact-finding panel member selected by each party, and o separately incurred costs, shall be borne by such party. Article V -- Miscellaneous Provisio rE Sec. 19. Constructro n. This Resolution shall be administered and construed as follows: (a) Nothing in the Resolution shall be construed to deny to any person, employee, organization, the City, or any authorized officer, bod! other representative of the City, the rights, powers and authority grani by Federal or State law. (b) This Resolution shall be interpreted so as to1 carry out its purposes as set forth in Article 1. (c) Nothing in this Resolution shall be construed as making the provisions of California Labor Code Section 923 applicable to City employees or employee organizations, or of giving employees or emploj organizations the right to participate in, support, cooperate or encoura4 directly or indirectly, any strike, sickout or other total or partial stoppage or slowdown of work. In consideration of and als a condition c initial and continued employment by the City, employees recognize tha any such actions by them are in violation of their conditions or employment except as expressly otherwise provided by legally preemp State or contrary local taw. In the event employees engage in such actions, they shall subject themselves to discipline up to and includin! termination, and may be permanently replaced, to the extent such actio are not prohibited by preemptive law; and employee organizations may thereby forfeit any rights accorded them under City law or contract.* 19 Append 9 ? Sec. 20. If any provision of this Resolution, or the application of such provision to any persons or circumstance, shall be held invalid, the remainder of this Resolution, or the application of such provisions to persons or circumstances other than those as to which it is held inval shall not be affected thereby. Sever abi I i tv. 20 Appenl