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RES-9634 MOU Orange Management AssociationRESOLUTION NO. 9634 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ORANGE APPROVING THE MEMORANDUM OF UNDERST ANI>ING BETWEEN THE CITY OF ORANGE AND THE ORANGE MANAGEMENT ASSOCIATION CONCERNING WAGES, HOURS AND OTHER CONDITIONS OF EMPLOYMENT EFFECTIVE JULY 1, 2002 THROUGH AND INCLUDING JUJ\CE 30, 2005 AND REPEALING RESOLUTION NO. 9135 AND AMENDMENTS THERETO FOR SAID EMPLOYEES. WHEREAS, the City of Orange, hereinafter referred to as City, and the Orange Manager-lent Association, hereinafter referred to as Association, have met and conferred in accordance with the requirements of the Meyers-Milias- Brown Act; and WHEREIN, City and Association have reached agreement on wages, salaries, and other working conditions effective July 1, 2002, through and including June 30, 2005, and repealed Resolution No. 9135 and amendments thereto for said employees, as set forth in the Memorandum of Understanding;NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Orange that the agreement between the City and the Association is approved and that a Memorandum of Understanding (MOU) will be finalized and incorporated by reference as Exhibit A, and furthermore that staff is authorized to adjust the departmental salary and benefit accounts in the FY 2002/03 budget to reflect the cost of the contract provisions.ADOPTED this 13th day of August, 2002.e-1Jlt ATTEST: p1A~ C~ ~4f ./A-d Cassandra .J. Cathc , CIty Clerk I hereby certify that the foregoing Resolution was duly and regularly adopted by the City Council of the City of Orange at a regular meeting thereof held on the 13th day of August, 2002 by the following vote: AYES: COUNCILMEMBERS: Slater, Murphy, Coontz, Cavecche NOES: COUNCILMEMBERS: None ABSENT: COUNCILMEMBERS: Alvarez ABSTAIN: COUNCILMEMBERS: None Af.A.A -V'dt;/ C..,; r::k ---r' ~-L.-_Cassandra J. Cathcart, . Clerk of the City of Orange Exhibit "A" MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY of ORANGE AND THE ORANGE MANAGEMENT ASSOCIATION JULY 1, 2002 THROUGH JUNE 30, 2005 Article No. I II III IV V VI VII VIII IX X XI XII XIII XIV XV XVI OMA TABLE OF CONTENTS Article Title Pal!e No. Recognition 1 Non-Discrimination 1 Salaries 1 Basic Compensation Plan, Salary Schedule, HoW'ly Rate Part-Time Employees, Begilming Rates, Service,Advancement within Salary Schedule, Reduction in Salary Steps, Bilingual Assignment, Incentive Pay Plan Work Week 4 Probation 4 Promotion 4 Demotion 5 Reassignment of Compensation Ranges 5 Working Out of Class 6 OvertimelCallback Compensation 6 Holidays 7 Vacation 9 Part-Time and Temporary Employee 10 Eligibility for Fringe Benet1ts Leaves of Absence 11 Leave of Absence Without Pay, Personal Necessity Leave, Jury Duty and Services as Witness for City,Military Leave, Sick Leave, Family Leave, Bereavement Leave,Industrial Leave, Family Care and Medical Leave.Administrative Leave Fringe Benefit Administration 16 Health Benefits 16 Health Insurance, Life XVII Educational Assistance Program 17 Program Requirements, Payments, Professional Development XVIII Retirement 18 XIX Miscellaneous Provisions 19 Rideshare Incentive, Uniforms, Work Shoe Allowance, Eyeglass Replacement, Tools XX Travel Expense Allowed 20 XXI Safety and Health 21 XXII City Rights 21 XXIII Employee Organizational Rights and 22 Responsibilities XXIV Grievance and Disciplinary Appeals Procedure 23 XXV No Strike-No Lockout 25 XXVI OMA Representatives 26 XXVII Layoff Procedure 26 XXVIII Sole and Entire Memorandum of Understanding 29 XXIX Waiver of Bargaining During the Term of this MOU 29 XXX Emergency Waiver Provision 30 XXXI Separability 30 XXXII Term of Memorandum of Understanding 30 XXXIII Ratification and Execution 31 Appendix A Monthly Salary Ranges 33 Article I RECOGNITION SECTION 1. Pursuant to the provisions of the Employer-Employee Relations Resolution No.3611 of the City of Orange, the City of Orange (hereinalter called the City), for the purpose of meeting its obligations under the Meyers-Milias-Brown Act (Government Code Section 3500 et seq.), Employee Relations Resolution No. 3611 and this Memorandum of Understanding hereinafter referred to as MOU), has recognized the Orange Management Association hereinafter called the Association) as the majority representative of the classifications as set forth in Appendix A. Article II NON-DISCRIMINATION SECTION 1. The parties mutually recognize and agree to protect the rights of all employees hereby to join and/or participate in protected Association activities or to refrain from joining or participating in protected activities in accordance with the Employer-Employee Relations Resolution and Government Code Sections 3500 et. seq.SECTION 2. The City and the Association agree that they shall not discriminate against any employee because of race, color, sex, age, national origin, political or religious opinions or affiliations, mental and/or physical disability, marital status, veteran status, sexual orientation, or any other lawfully protected class. The City and the Association shall reopen any provision of this MOU for the purpose of complying with any order of a federal or state agency or court of competent jurisdiction requiring a moditication or change in any provision or provisions of this MOU in compliance with state or federal anti-discrimination laws.SECTION 3. Whenever the masculine gender is used in this MOD, it shall be understood to include the feminine gender.SECTION 4. The term employee(s) shall refer only to those employees covered by this MOU.Article III SALARIES SECTION 1. BASIC COMPENSATION PLAN. There is hereby established a basic compensation plan for all members of the Association who are now employed or will in the future be employed in any of the designated classifications of employment listed in this MOU and its attachments.SECTION 2. SALARY SCHEDULE. Salm1es effective the payroll periods of June 30, 2002,December 29, 2002, June 29, 2003, and June 27, 2004 for employees covered by this MOU are listed in Appendix A. The salary and wage schedules attached hereto shall constitute the basic compensation plan consisting of six steps or rates of pay in each range. The listed salary and wage schedules constitute the basic monthly compensation plan based SECTION 3. HOURLY RATE PART-TIME EMPLOYEES.A. For all employees who have a regular we:ekly work schedule of 40 hours, the equivalent hourly rate of pay shall be the monthly rate times 12 divided by 2, 080 annual hours. The hourly rate for persons employed on a regular part- time or temporary basis in an equivalent classification shall be determined in the same manner. In determining the hourly rate as herein provided, compensation shall be made to the nearest Yz cent.B. Regular part-time employees who are scheduled to work on an average of at least 20 hours per week on a year-round basis may be considered for advancement to the next higher step upon completion of hours of employment equal to the minimum number of months of service required by full-time employees. One thousand-forty hours (1,040 hours) of regular part- time employment shall equal six months'servIce.SECTION 4. BEGINNING RATES. A new employee of the City shall bepaid the rate shown in the Stf:p A in the range allocated to the class of employment for which he has been hired,except that on the request of the department head under whom the employee will serve, and with the authorization of the Personnel Director, such employee may be placed in Step B, C, D, E, or F depending upon the employee's qualifications.SECTION S. SERVICE. The word service, as used in this MOU, shall be defined to mean continuous, full-time service in an employee's present classification, service in a higher classification, or service in a classification allocated to the same salary range and having generally similar duties and requirements. A lapse of service by any employee for a period of time long'~r than 30 days by reason of resignation or for any length oftime due to discharge shall serve to e:1iminate the accumulated length of service time of such employee for the purpose of this MOll. An employee re-entering the service of the City shall be considered as a new employee, except that he may be re-employed within one year and placed in the same salary step in the appropriate compensation range as he was at the time ofthc termination of employment.SECTION 6. ADVANCEMENT WITHIN SALARY SCHEDULE. The following regulations shall govern salary advancement within ranges: A. MERIT ADVANCEMENT. An employee may be considered for advancement from Step A to Step B, from Step B to Step C, from Step C to Step D, from Step D to Step E, or Step E to Step F based only on continuous, meritorious, and efficient service, and continued improvement by the .~mployee in the effective performance of the duties of his position. A merit increase shall become effective on the first day on the pay period following completion of the length of service required for such advancement. Such merit advancement shall require the following:1) The department head in the department, which the employee is employed, shall file with the Pl)rsonnel Director a Personnel Action Form and a completed Performance Evaluation form recommending the granting recommendation with specific reasons therefor. A disapproval from the Personnel Director, together with the reasons therefor, shall be returned to the department head. 2) The recommendation of the department head and the approval of the Personnel Director shall be forwarded to the Payroll Division of Finance for change of payroll status. 3) Advancements through the pay ranges Step A through Step F shall occur in yearly increments. B. SPECIAL MERIT ADVANCEMENTS. In such cases as may occur wherein an employee shall demonstrate exceptional ability and proficiency in the performance of his duties, the department head may recommend to the Personnel Director that said employee be advanced to a higher pay step without regard to the minimum length of service provisions contained in this MOU. The Personnel Director may, on the basis of a department head's recommendation, approve and effect such advancement. C. LENGTH OF SERVICE REOUlRED WHEN ADVANCEMENT IS DENIED. When an employee has not been approved for advancement to the next higher salary step, he may be reconsidered for such advancement at any subsequent time. This reconsideration shall follow the same steps and shall be subject to the same action as provided in Section 6(A). SECTION 7. REDUCTION IN SALARY STEPS. Any employee who is being paid on a salary step higher than Step A may, for disciplinary reasons, be reduced by one or more steps upon the recommendation of the head of the department in which he is employed with the approval of the Personnel Director. Procedure for such reduction shall follow the same procedure as outlined for merit advancements in Section 6 and such contained in Subsection C of Section 6, SECTION 8. BILINGUAL ASSIGNMENT. Employees may be assigned by the department head to a Bilingual Assignment. Bilingual Assignments shall be made on the following basis: A. The department head shall deternline the number of Bilingual Assignment positions which are necessary based upon a demonstrable need and frequency of use; B. All Bilingual Assignments must be approved by the Personnel Director or his designee; C. Employees receiving Bilingual Assignment compensation may be required to take and pass a proficiency test on an annual or as-needed basis as determined by the Personnel Department;D. No permanency or seniority may be obtained in a bilingual assignment and such assignment may be revoked at any time by the Personnel Director or his designee; E. No employee shall be required to perform a Bilingual Assignment on a regular basis or employ bilingual skills on a regular basis that is not receiving bilingual pay pursuant to this section. F. Employees assigned as set forth above shall receive $140.00 per month during the period of the bilingual assignment. SECTION 9. INCENTIVE PAY PLAN. The City Manager may, for the employees covered by this MOD, put into effect an incentive pay plan; the telms and conditions of which shall be in the full discretion of the City. Article IV WORKWEEK SECTION 1. The regular workweek for all employees shall be 40 hours per week. Article V PROBATION SECTION 1. An employee initially appointed or promoted to a class shall serve a probationary period of 26 pay periods during which he shall have an opportunity to demonstrate suitability for the job. With approval of the Personnel Director, the department head may, for just cause, extend the probationary period. The employee shall attain regular status in the class upon successful completion of the probationary period. An employee who does not satisfy the standards of the class during the probationary period shall be notified in writing and termination or demotion proceedings shall be initiated. A newly hired probationary employee shall not be entitled to appeal a termination or demotion action. SECTION 2. Probationary employees are not entitled to compete for a closed/promotional recruitment/selection process; they may, however, compete for any open/competitive recruitment/selection processes. Article VI PROMOTION SECTION 1. SALARY STEP ASSIGNMENT. When an employee is promoted to a position in a higher classification, he may be assigned to Step Ain the appropriate range for the higher classification; provided, however, that if such employee is already being paid at a rate equal to or higher than Step "A", he shall be placed in the step in that appropriate salary range as will grant him an increase of at least one, but no more than three salary steps. 4 SECTION 2. ELIGIBILITY LIST. When eligibles remain in higher bands of a current Eligibility List, and a department head selects an eligible in a lower band, upon request from an unsuccessful candidate for promotion, the eligibles in higher bands will be notified of reasons for their non..selection. Article VII m;MOTION SECTION 1. When an employee is demoted, for disciplinary reasons, to a position in a lower classification, his salary rate shall be fixed in the appropriate salary range for the lower classification in accordance with the following provisions A. The salary rate shall be reduced by at least one step, and; B. The new salary rate must be within the salary range for the classification to which demoted. Article VIII REASSIGNMENT OF COMPENSATION RANGES SECTION 1. Any employee who is employed in a classification which is allocated to a different pay range: shall be retained in the same salary step in the new range as he has previously held in the prior range, and shall retain credit for length of service in such step toward advancement to the next higher step; provided however: A. That if such retention shall result in the advancement of more than one step, the Personnel Director, may at his discretion, at the time ofreassignment, place the employee in a step, which will result in an increase of only one step. B. That if the reassignment shall be to a lower compensation range, the F step of which shall be lower than the existing rate of pay at the time of reassignment, the employee shall continue to be paid at the existing rate of pay until such time as the position shall be reassigned to a compensation schedulc which will allow for further salary advancement, or until such time: as thc cmploycc is promoted to a position assigncd to a higher compensation rangc. C. That if the reassignment is to a lowcr compcnsation rangc, thc F stcp of which is higher than the cxisting rate of pay, the employec shall be placed in that stcp of thc lowcr compcnsation range which is cquivalcnt to the existing rate of pay, and shall rctain crcdit for lcngth of scrvicc prcviously acquired in such step toward advanccmcnt to thc next highcr stcp. D. Thc City Managcr shall bc pClmittcd to reduce or increasc thc salary range of any classification, with City Council approval, whcther or not a position is vacant. Nothing containcd hcrcin shall bc construcd as a waiver or elimination ofthc City's obligation to 5 meet and confer over salary changes pursuant to the Meyers-Milias-Brown Act, or to meet the requirements of this MOD under Articles XXVIII and XXIX. Article IX WORKING OUT OF CLASS SECTION 1. The City may work employees out of classification for up to 120 consecutive working hours without additional compensation.SECTION 2. Working out ofclass assi!,'11I11ents shall only be made for positions vacated due to illness or an approved leave of absence. To qualify for working out of class pay, the employee must be performing all the significant duties of the higher-level class. An employee shall receive acting time pay at the "A" Step of the higher class, or 5% above the employee' s regular salary,whichever is greater, for work performed inthe higher c:Iassification on the 121st consecutive hour out of class, and for each consecutive hour thereafter an employee works out of class. The department head or his designee shall assign the employee to work out of classification but shall notify the Personnel Director prior to the assignment.SECTION 3. During the 120 consecutive working hour eligibility period before an employee is entitled to receive acting time pay, absence for any reasons (sick leave, compensatory time,vacation), except absence due to a regular scheduled holiday or a regularly scheduled day off,shall break consecutiveness and cause an employee to be ineligible to receive acting pay.Article X OVERTIME/CALLBACK COMPENSATION SECTION 1. OVERTIME COMPENSATION. Employees required to perform work beyond their nomlal shift, shall be paid at straight time on an hour for hour basis or may work a flexible schedule adjusting their hours of work on an hour for hour basis within the pay period if by mutual agreement to use a flexible schedule between the employee and his/ her supervisor, with the specific limitations to the situations indicated below:A. Special events or work performed outside of normal work schedules (i.e., before 7:30 a.m. and after 6:00 p.m., Saturdays, Sundays, and holidays) for which the City is reimbursed.B. Special projects requiring significant shift extension work by unit employees may be compensated upon request of the division manager and approval of the department head.This would include special studies and attendance at commission or City couneil mt:etings, which requires the employee to work after his normal shift.C. The use of flexible schedules as provided for in this section shall be employed when possible to offset the additional hours the employee is required to work under the situations D. Effective July 1,2002 employees who are assigned to work the City of Orange Street Fair Labor Day Weekend) will receive premium overtime (time and one-half) for hours worked at this event for which the City is reimbursed.SECTION 2. CALLBACK COMPENSATION. Employees shall be compensated in cash at the straight time rate for the actual hours of work with a minimum of three (3) hours' callback compensation, regardless of whether the employee works less than three (3) hours, under the following circumstances:A. When employees are required to report back to work after completing a normal work shift and have left the City premises and/or work location.B. For the purpose of conducting routine but required weekly street light and traffic signal luminary malfunction inventory and repair work.C. For performing all shift extensions required by emergency situations.D. For conducting projects and completing tasks which require work on days not part of an employee's regular schedule.This provision shall be applicable to employees although the employees' regular workweek is not completed, but shall not apply to employees who ar'~ continuing on duty. All callback assignments are subject to approval of the department head.Article XI HOLIDAYS SECTION 1. HOLIDAY DESIGNATION. Employees shall receive the following paid nine-hour holidays, except letters I and K below:A. January I (New Year's Day)B. The third Monday in February (President's Day)C. Last Monday in May (Memorial Day)D. July 4 (Independence Day)E. First Monday in September (Labor Day)F. November II (Veteran's Day)G. Fourth Thursday in November (Thanksgiving Day)H. Fourth Friday in November (Day after Thanksgiving)I. One-half day before Christmas, if December 24 falls on a Monday through Thursday (Christmas Eve; 4. 5 hours)J. December 25 ( Christmas Day)K. A total of 18 hours of floating holiday SECTION 2. FLOATING HOLIDAY. The IS-hour floating holiday provision will aecrue at the beginning of the pay period, which includes January I of each year, and is required to be utilized by December 31 of the year for which it was provided. Employees hired after January I of each year shall receive a prorated portion of the IS hours. Floating holiday hours shall be taken at the convenienee of the City with approval of the department head.Employe(:s who terminate employment with the City shall receive any remaining portion of their floating holiday in eash reimbursement.SECTION 3. HOLIDAYS ON CERTAIN DAYS OF THE WEEK. In the event any of the above holidays, except one-half day before Christmas, fall on a Sunday, the following day will be taken in lieu of the actual date on which the holiday falls. When any of the above holidays falls on a Saturday, except one-half day before Christmas, the preceding Friday will be taken in lieu of the actual date on which the holiday falls. When any of the above holidays falls on an employee's regularly scheduled day off during the week, except one- half day before Christmas,employees will be credited with 9 hours of holiday compensatory time. Accumulated holiday compensatory time must be used by the employee by the end of the ealendar year in which it was aecumulated.SECTION 4. ELIGIBILITY TO RECEIVE HOLIDAY PAY. In order to be eligible to receive holiday pay, an employee must have worked, or be deemed to have worked because of a lawful absence, excluding personal necessity leave, the employee' s regularly scheduled day before and regularly scheduled day after the holiday. Should an employee fail to work the employee's regularly scheduled day belore and after the holiday, the employee shall not be entitled to holiday pay. Probationary employees are provided with and are eligible to use floating holiday and fixed holiday hours, according to the guidelines established in this Article and/or with approval of the Personnel Director.SECTION 5. HOLIDAY DURING VACATION. Should one of the holidays listed above fall during an employee's vacation period while an employee is lawfully absent with pay, the employee shall receive holiday pay and no charge shall be made against the employee's aecumulated vacation.SECTION 6. LIBRARY OPERATIONS. If Christmas Day or New Years Day falls on a Sunday, the Library shall be open Monday through Friday inclusive during the preeeding week Article XII VACATION SECTION 1. VACATION ACCRUAL. All full time regular employees who shall have one- year serviee shall thereafter accrue paid vacation in accordance with the following: Aft,er Y ear( s) of Service I 2 3 4 5 6 7 S 9 10 11 12 13 14 15 Vacation Hours Per Year 92 102 112 122 132 136 140 144 14S 152 156 160 164 16S 172 After Year(s) 9fService 16 17 IS 19 20 21 22 23 24 25 26 27 2S 29 30 Vacation Hours Per Year 176 180 184 18S 192 196 200 204 20S 212 216 220 224 22S 232 SECTION 2. VACATION USAGE AND ACCUMULATION. Vacation shall be taken at the eonveniellce of the City with the approval of the department head or his design(:e. Where possible, such vacation should be taken annually and not accumulated from year to year. Vacation days not in excess of the equivalent number of hours earned in the immediately preceding 24 month period may be aecumulated with the permission of the department head and the Personnel Director. Employees shall not aceumulate vacation in excess of the equivalent number of hours earned in the immediately preceding 24 month period. All vacation hours in excess of the equivalent number of hours earned in the immediately preceding 24 month period not taken by the employee shall be forfeited. Probationary employees aecrue vacation but may not use vacation until suceessful completion of an initial probationary period, except in the event of a City Hall holiday closure, with the approval of the Personnel Director. SECTION 3. VACATION CONVERSION. An employee may convert up to 50% of his current arlllual vacation aecrual into pay in lieu of time off with pay. An employee requesting sueh a conversion must meet the eligibility requirements as set forth in Section 1 and may so convert once in a calendar year. SECTION 4. VACATION PAYOUT UPON TERMINATION. Employees who terminate their employment with the City shall be paid for all aecrued vacation, if any, and the prorated portion of their final accrual. Prorated vaeation shall be on the basis of IIl2th of the employee's annual vacation pay for each full month of serviee. 9 Article XIII PART-TIME AND TEMPORARY EMPLOYEE ELIGIBILITY FOR FRINGE BENEFITS SECTION 1. DEFINITIONS. Nothing contained herein shall guarantee to any employee a specified number of hours per day or days per week or weeks per year or months per year of work.A. Regular part-time employees shall be those employees scheduled in the City's budget to work 20 or more hours per week on a year-round basis ( 52 weeks minus approved leave).B. Temporarv part-time employees shall be those employees scheduled in the City's budget to work less than 20 hours per week on a year- round basis ( 52 weeks minus approved leave).C. Seasonal emplovees shall be those employees who are scheduled in the City's budget to work on less than a year- round basis regardless of hours worked.SECTION 2. REGULAR PART-TIME EMPLOYEES~A. Regular part-time employees shall reeeive fringe benefits in proportion to the number of hours an employee is scheduled in the City' s budget to work to the normal40-hour week on an annual basis. The annual sehedule for all part-time employees shall be the schedule, which is included in the City's approved budget, or a schedule, which is designated by Management at the eommencement of the employee's employment with the City.B. This formula of pro-ration shall apply to holiday pay, vacation, sick leave, medieal insurance contribution, life insuranee contribution, and retirement contribution.C. R(:gular, part-time employees may receive step increases provided they work the aetual number of hours a full- time employee would have had to work in order to be entitled to progress to the next step of the salary range.SECTION 3. TEMPORARY AND SEASONAL EMPLOYEES. Temporary and seasonal employees shall be entitled to receive no fringe benefits provided for in this MOD or in any resolution of the City, except those stated in Article XVIII, Article XIV LEA YES OF ABSENCE SECTION 1. LEAVE OF ABSENCE WITHOUT PAY. For all regular employees as described! herein, the following Leave Without Pay procedure shall apply: A. After all available leave benefits, including vaeation, compensatory time, and other leave benefits have been eompletely used, a regular employee, not under suspension, may make written application to the department head for leave without pay. No such leave will be considered absent a written applieation from the employee requesting leave. B. If the department head and the Personnel Direetor agree that such leave is merited and in the interest of the City, leave may bt: granted for a period not to exeeed six 6) months following the date of expiration of all other allowable leave benefits. C. No employment or fringe benefits sueh as sick leave, vacation, health insurance, retirement, or any other benefits shall acerue to any employee on leave of absence without pay except as denoted under the FCML seetion below. During sueh leave in excess of five working days, no seniority shall be aecumulated. D. Subjeet to and eonsistent with the conditions of the group health, life or disability plan, coverage may be continued during a leave, provided direct payment of the total premium bv the emplovee is made through and as prescribed by the Payroll Division of the City. The City will pay up to six (6) months of the Flexible Benefit Plan contribution for employees who are on long term disability leave. E. At the end of sueh leave, if the employee desires additional leave, written application must be made through the department head to the Personnel Director at least ten (10) days before the end of the six (6) month period, stating the reasons why the additional leave is required and why it would be in the best interests of the City to grant such leave of absence. If such additional leave is merited and would still preserve the best interests of the City, he may approve such extension of the leave of absence for a period up to but not to exceed an additional six months. F. If the employee does not return to work prior to or at the end of sueh leave of absenee or extension of leave of absence, the City shall consider that the employee has terminated his employment with the City. G. An employee on leave of absence must give the City at least seven days' written notice of his intent to return to work prior to returning to work. H. Any employee who engages in outside employment during said leave of absence without prior notification and approval of the Personnel Director and department head may be subject to temlination. 11 I. Any employee who falsifies the reason for the request for said leave of absenee may be terminated for falsifying a request for leave of absence or extension thereof. J. Such leave shall be granted on the same basis for pregnancy, ehildbirth, and other medically related conditions, exeept that sueh an employee shall retain her seniority rights. K. Forms setting forth the benefits available or such other pertinent information shall be maintained for distribution in the Personnel Services Department. SECTION 2. PERSONAL NECESSITY LEAVE. Employees herein may be allowed up to one working day per month without pay for personal business with approval of the department head. Employees shall acerue no employment benefits for any personal necessity leave in excess of one day per month. Such personal necessity leave shall be without pay and shall not be accumulated from month-to-month or year-to-year.SECTION 3. JURY DUTY AND SERVICES AS WITNESS FOR CITY.A. Jurv Dutv. When required to serve on a jury, all employees shall receive their regular pay for up to 30 ealendar days per calendar year while serving on jury duty, provided all jury fees paid to the individual employee, less allowed automobile expenses, are turned over to the City.B. Witness Service for the City. If an employee is called as a witness, on behalf of the City, he shall receive his normal pay for the time spent by the employee serving as a witness for the City. An employee shall be required to pay any witness fees that acerue to the employee for his witness service to the: City as a eondition of receiving his normal pay while serving as a witness for the City.SECTION 4. MILITARY LEAVE OF ABSENCE. If an employee is required to take military training two weeks or more eaeh year, he shall be entitled to military leave of absenee under the provisions of State law, found in applicable sections of the Military and Veterans'Code.SECTION 5. SICK LEAVE. Siek leave with pay shall be allowed, eredited, and aeeumulated in accordance with the following:A. For employees working a regular 40-hour week, eight (S) hours of siek leave will accrue for each month of serviee. Probationary employees may use aecrued sick leave during their probation period.B. Sick leave will be charged at the rate of one-half hour for each one-half hour an employee is absent.C. Any employee eligible for sick leave with pay may use 1) Medical and dental offiee appointments during work hours when authorized by the department head or his designee; and/or 2) Personal illness or physieal incapacity resulting from causes beyond the employee's eontrol, including pregnancy, childbirth and other medieally related conditions. D. Sick Leave Application. Sick leave may be applied only to absence eaused by illness or injury of an employee and may not extend to absence caused by illness or injury of a member of the employee's family, exeept as provided in Seetion 6 or S. Employees may, upon prior notiee, be required to furnish a eertificate issued by a licensed physician or nurse or other satisfactory written evidence of any .subsequent illness. E.Sick Leave Charged. In any instance involving use: of a fraction of a day's sick leave, the minimum charged to the employee's sick leave account shall be y, hour, while additional actual absence of over Y:z hour shall be charged to the nearest full hour. Sick leave shall only be used for the purposes stated, and the department head shall be responsible for control of employee abuse of the sick leave privilege. F. Maximum Accumulation of Sick Leav",,- Notwithstanding any other provision herein, an employee who is initially hired after July I, 19S0 shall be allowed to accumulate and be eredited with sick leave with pay only up to a maximum of 750 hours. Sick leave hours in exeess of such maximum shall be forfeited.G. Retirement from citv Service and Entering the Public Emplovees Retirement Svstem.Upon retiring from City service and entering the Public Employees' Retirement System,art employee shall reeeive no pay for the first 60 days of accrued sick leave (0-4S0 hours), but shall reeeive 25% pay for the first 30 days of accrued sick leave after the first 60 days of aecrued siek leave (4S1-720 hours), and 50% of all accrued sick leave thereafter ( 721 hours and up).H. Death of an Employee. Upon the death of an employee while employed by the City,100% of all accrued siek leave benefits shall be paid to the benefieiary of the deeeased employee. Payment will be made when proper authorization for payment is received from the estate of the decedent employee.I. Sick Leave Conversion.1) Employees with sick leave usage of 0.0 to 27.0 hours per calendar year will have the option to convert up to 30 hours of their unused siek leave to vacation in the first pay period of the following year.2) Employees with sick leave usage of 27.5 to 36.0 hours per calendar year may convert up to 20 hours of unused sick leave to vaeation the following year.3) Employees must have a minimum balance of ISO hours of sick leave available after conversion. SECTION 6. FAMILY LEAVE. An employee is allowed up to 4S hours of family leave per ealendar year for family related illness or injury, which shall be charged against the employee's aecumulal:ed sick leave. SECTION 7. BEREAVEMENT LEAVE. The death or critical illness where death appears to be immin'~nt of the employee's immediate family. "ln1mediate family" as used in this subsection, is limited to any relation by blood, marriage, or adoption, who is a member of the employee's household! (living at the same address) and any parent, legal guardian, parent-in- law, brother-in-law, sister-in-law, grandparent, grandchild, aunt, uncle, spouse, ehild, brother, or sister of the employee regardless of reside nee. Up to 3 days of paid bereavement leave will be provided, per incident, and shall not be charged to the employee's sick leave account. An employee on bereavement leave shall inform his immediate supervisor of the fact and the reasons therefore as soon as possible. Failure to inform his immediate supervisor, within a reasonable period of time,may be eause for denial of bereavement leave with pay for the period of absence.SECTION 8. INDUSTRIAL LEAVE. A regular employee who is temporarily or permanently disabled as a result of injury or illness determined to be eompensable under the Workers'Compensation Act shall be granted industrial leave on the following terms and conditions:A. An employee granted industrial leave shall eontinue to be compensated at his regular rate of pay in lieu of temporary disability payments.1) Any temporary disability payments made to an employee by the Workers'Compensation Administrator fund shall be remitted to the Finance Department.B. Should it be determined that an employee's illness or injury did not arise in the eourse of the: employee's employment with the City and that the employee is not temporarily or permanently incapaeitated or disabled, as a result of the injury or illness, then the employee's aecrued, or if insufficient, future sick leave shall be charged to reimburse the City for any payments made to the employee pursuant to A (I) above.C. An industrial leave of up to one (I) year shall be authorized for eaeh injury or illness determined to be compensable under the Worker's Compensation Act.D. No employee shall have accrued siek leave deducted while on industrial leave. Vacation and siek leave shall acerue for an employee on industrial leave.E. Industrial leave shall expire when any of the following eonditions oeeur:1) Employee is able to return to work to his regular position.2) The employee is able to return to work to another position designated by the City.3) The day before the employee is retired or separated for disability. The employee's retirement date shall be determined by the 4) After 52 weeks of industrial leave. F. Personal Phvsieian Notification. Employees who have not previously submitted notification of Election of Personal Physieian are required to use only physieiaIlS and ffii~dical facilities approved are required to use only physicians and medical facilities approved by the City during the first 30 days after an occupational injury or illness is reported. After the first 30-day period, an employee may ehange to a physician specified by him or her provided that the physieian has the expertise to treat the injury or illness and agrees to provide timely reports to the City. However, if an employee has notified th~ City in writing, prior to the date of injury that he or she has a personal physician, the employee shall have the right to be treated by such physician from the date of injury providing that:1) The physieian has previously directed the medical treatment of the employee.2) The physieian retains the medical records and history of the employee.An employee may request one change of physician during the first 30 days after the injury or illness is reported.G. The City will continue to provide fringe benefits for employees who qualify for industrial leave pursuant to this provision. Any fringe benefits not paid by the City pending the determination of whether an injury/illness is job-related shall be paid retroaetively if the injury/illness is subsequently determined to be job-related. In such instances the employee shall be reimbursed for any benefit or premium payments made by the employee prior to the job- related determination being finalized.SECTION 9. FAMILY CARE AND MEDICAL LEAVE (FCML). State and Federal laws require the City to provide family and medical eare leave for eligible employees. The following provisions set forth employees' and employer's rights and obligations with respect to such leave.Rights and obligations which are not specifieally set fi)rth below are set forth in the City's Administrative Manual, Personnel Section, #2.61. Any provisions not set forth in the Administrative Manual are: set forth in the Department of Labor regulations implementing the Federal Family and Medical Leave Act of 1993 (FMLA) and the regulations of the California Fair Employment and Housing Commission implementing the California Family Rights Act cFRA) (Goverrunent Code Section 12945.2). Unless otherwise provided, "Leave" under this article shall mean leave pursuant to the FMLA and cFRA.An employee's request for leave is subjeet to review and final approval of the Personnel Director.A. Amount of Leave. Eligible employees are entitled to a total of 12 workweeks of leave during any 12-month period. An employee's '~ntitlement to leave for the birth or placement of a child for adoption or foster eare expires 12 months after the birth or plaeement.B. The 12-month period for ealeulating leave entitlement will be a "rolling period" measured baekward from the date leave is taken and eontinues with eaeh additional leave day taken.Thus, whenever an employee requests leave, the City will look month period to determine how much leave has been used in determining how mueh leave an employee is entitled to. C. Use of Other Acerued Leaves While on Leave. If an employee requests leave for any reason permitted under the law, he must exhaust all aecrued leaves (exeept sick leave) in eonneetion with the leave. This includes vacation, holiday, and other compensatory accruals. If an employee requests leave for his own serious health eondition, in addition to exhausting aecrued leave, the employee must also exhaust siek leave. The exhaustion of acerued leave will run concurrently with the Family Care and Medical Leave. D. RI:Quired Forms. Employees must fill out required forms, available in the Personnel Se:rviees Department, including: Request for Family or Medieal Leave; Medical Ct:rtification; Authorization for Payroll Deductions for benefit plan coverages (if applicable); and Fitness-for-Duty to return from leave.SECTION 10. ADMINISTRATIVE LEAVE. Employees will receive 40 hours of administrative leave at the beginning of each pay period, whieh includes January I st. Employees hired after January I shall reeeive a prorated portion of the: 40 hours. Article XV FRINGE BENEFIT ADMINISTRATION SECTION 1. ADMINISTRATION. The City reserves the right to select the insurance earrier or administer any fringe benefit programs that now exist or may exist in the future during the term of the Memorandum of Understanding.SECTION 2. SELECTION AND FUNDING. In the administration of the fringe benefit programs,the City shall have the right to select any insuranee carrie:r or other method of providing eoverage to fund the benefits included under the terms of this Memorandum of Understanding, provided that the benefits of the employees shall be no less than those in existence as of implementation of this Agreement.SECTION 3. CHANGES. If, during the term of this Memorandum of Understanding, any change of insurance carrier or method of funding for any benefit provided hereunder occurs, the City shall notify OMA prior to any change of insurance carrier or method of funding the coverage. Article XVI HEALTH BENEFITS SECTION 1. HEALTH INSURANCE. The City shall contract with PERS (Pub lie Employees'Retirement System) to make available those health insuranee benefits provided under the Public Employees' Medieal and Hospital Care Act (PEMHcA). The PERS Health Benefits Plan shall replaee any other health benefits progranl maintained by the City for eligible employees, eligible retirees, and their eligible surviving A. Premium Contribution. Exeept as provided in Section I(B) Flexible Benefits Plan, the City shall contribute toward the payment of premiums under the PERS Health Benefits Plan on behalf of eaeh eligible active employee, and to the extend required by law, eaeh eliigible retiree annuitant ofPERS, an equal contribution of$16.00 per month. B. Flexible Benefits Plan. The City shall contribute $520.00 per month for aetive full time elllgible employees towards the Flexible Benefits Plan to provide funds for optional dental plans, vision plans, health plans, or miscellaneous pay. The flexible benefit amount shall increase as follows: effective January I, 2003 to $664.00; effective January 1, 2004 to 714.00; and effeetive January 1, 2005 to $754.00. C. The City's payment toward the Flexible Benefit Plan does not inelude the $16.00 payment in Section I(A). D. Any amounts in excess of the amounts designed in Section I(A) and I(B) neeessary to maintain benefits under any benefits plans selected by the employee shall be borne by the employee. E. An employee eannot be enrolled in the PERS Health Benefits Plan if a spouse is enrolled in the same agency or enrolled in an agency with PERS Health, unless the employee (or th~ spouse) is enrolled without being eovered as a family member. F. An employee may choose to not be enrolled in tht: Health Benefits Plan. If an employee chooses not to be enrolled in a health plan, the employee must provide proof, as de:termined by the Personnel Director, that comparable medical insurance is in full force and effect. Based upon determination that insurance is in full force and effeet, eligible employees shall receive the contribution described in Seetion I (B) towards the Flexible Benefits Plan. In the event that the employee lose:s eligibility (with doeumentation) then the employee may re-enroll in the PERS Health Benefits Plan pursuant to their rules and regulations.SECTION 2. LIFE INSURANCE. The City shall contribute the full premium toward a 23,000 life insurance policy for each benefited employee SECTION 3. DISABILITY INSURANCE. The City shall provide a long-term disability plan which pays 60% of salary after a 60 day elimination period, to a maximum of $4,000 per month. Alrticle )(\711 EDUCATIONAL ASSISTANCE PROGRAM SECTION 1. PROGRAM REQUIREMENTS. The City will reimburse employees for the cost of tuition, textbooks, parking fees, and health fees required for approved community college and college courses, as well as job-required licensing, testing, renewal, and registration fees. An approved course is one designated to directly improve the knowledge of the employee relative to his specific job, and must be approved by the department head and the Personnel to registration. Full reimbursement up to the amount specified below will be provided based upon eompletion of the approved eourse(s) with a final grade of C or better. SECTION 2. PAYMENTS. Edueational assistance payments to an employee shall not exeeed 1,250.00 in anyone fiseal year. The employee must still be employed by the City when the course is I;ompleted for reimbursement. SECTION 3. PROFESSIONAL DEVELOPMENT. The City agrees to allow reimbursement to employees of up to $500 of the $1,250 allotted per fiscal year for aetivities, which aid in their professional development. Reimbursable activities include the following: 1. Attendanee at job-related professional eonferenees and seminars;2. Payment of membership dues in community and professional organizations;3. Purchase of job-related professional journals, books, and other written materials,whieh further their knowledge and improve their effectiveness in their duties.Partieipation and/or purchase must be approved in adv,mee by the department head and the Personnel Director.The abov'e modifieations are made to recognize and encourage staff to pursue educational and public relations oriented activities beyond those normally budgeted for them by their departments and in whieh they are directed to partieipate. Approv,~d activities are those which may be expeeted to further their knowledge of their jobs and the Orange community and which contribute to their improved effeetiveness.Individuall departments may continue to budget funds for staff attendance at professional eonferenees and seminars, for payment of professional membership dues, and for the purchase of books, journals, and related written materials, which enhanee the staffs knowledge. lrticle )( VIII RETIREMENT SECTION 1. All benefited employees shall participate in the Public Employees' Retirement System. The City shall maintain its eontribution of 7% of the employee's share to the Public Employees' Retirement System. Employees will be provided an annual report showing the amount of eontribution so made. Effective June 29, 2003, the City agrees to pay S% of the employee's base salary to PERS.SECTION 2. The City provides the full cost toward the PERS 2% @ age 55 Retirement Program. Effeetive June 29, 2003, the City shall provide the PERS 2.7% @ age 55 Retirement Program. The City shall pay up to 4.0% of the City's PERS Employer Rate for the 2.7% @ 55 benefit. Any future Employer rate over 4% to be split equally with the SECTION 3. The City will provide the 1959 PERS Survivor Benefit at the Third Level Option. SECTION 4. Part-time employees not covered under the Public Employees' Retirement System shall participate in a definen contribution retirement plan in lieu of Social Security contributions.The City shall contribute 3.75% of the employee's eligible earnings towards the retirement plan.Part-time employees shall contribute 3.75% of their eligible earnings toward the retirement plan.SECTION 5. Effeetive June 29,2003, pursuant to Government Code Section 20636(e), the City agrees to pay and report the value of employer paid member eontributions (EPMc) to calPERS as additional eompensation for all employees eovered by this Memorandum of Understanding.This bem,fit shall eonsist of paying S% of the normal contributions as EPMc for employees, and reporting this S% as eompensation earnable (excluding Government Code Seetion 20636 ( c)(4)as additional compensation). Article XIX MISCELLANEOUS PROVISIONS SECTION 1. RIDES HARE INCENTIVE PROGRAM. An employee may receive $ 30 per month and eight (S) hours compensatory time every six (6) months for carpooling, using public transportation, biking, walking, carpooling or other approved modes of transportation to and from the work-site. To qualify for these incentives, an employee must use one of the above forms of transportation 70% of his commuting time. SECTION 2. UNIFORMS.A. The City will purehase uniforms for certain designated classifications within the Association. Uniform allowance for the following classifieations, in the amounts specified per calendar year, shall be reported to the Public Employees' Retirement System: Equipment Maintenance Supervisor ($S2.00); and Field Maintenance Supervisor ($ 135.00) annually.B. All uniforms and/or safety equipment purchased by the City shall remain the property of the City.SECTION 3. WORKSHOE ALLOWANCE. Employees classified as noted below shall receive the work shoe allowance of $240 per liscal year. Effective July I, 2003 classifications as noted below will receive an inerease in this allowance to $300 per fiscal year. Classifications include: Building Inspeetor Supervisor, Community Services Supervisor, Equipment Maintenance Supervisor, Facilities Services Supervisor, Field Maintenance Supervisor,Landscape/Assessment District Coordinator, Project Development Coordinator, Senior Construction Inspector, Senior Civil Engineer, Senior Plan Cheek Engineer, Senior Water Quality Inspector, Tree Services Coordinator, and Water Quality Inspector shall receive a work SECTION 4. EYEGLASS REPLACEMENT. The City will pay for replacement of employee's eyeglass that are lost or damaged in the course of his work. Damaged eyeglasses will be turned into the City in order for the employee to be entitled to reimbursement. The City will not reimburse an employee for more than one pair of lost or damaged eyeglasses per fiscal year. SECTION 5. TOOLS. Employees classified as Equipment Maintenance Supervisor shall provide such tools as are ordinarily used in the trade, which shall be the personal tools of the Equipment Maintenance Supervisor. The City will establish with a vendor an account for said employees who have at least one year of service in such classifieation. Sueh employees shall be allowed up to a maximum of $750.00 per fiseal year with such vendor in order to replace and maintain the tools necessary for the performance of his job duties. The City shall bear no liability or responsibility for sueh tools exeept as provided in this Section. Article XX TRAVEL EXPENSE ALLOWED SECTION 1. MILEAGE REIMBURSEMENT. Expense claims for the use of private automobiles must be submitted through the department head to Accounts Payable for reimbursement. Such use, where mileage is reimbursed, will be reimbursed at the rate per mile allowed under the eurrent IRS regulations. SECTION 2. OUT OF CITY TRAVEL. If the estimated expense of eontemplated travel out of the City is too great to expeet the employee to finance the trip and be reimbursed upon his return, the City Manager may authorize advanee payment of the estimated amount of the travel expense to the employee. A. Tourist class airplane passage will be considered standard for out of town travel. B. Use of personal cars for out of city trips, within the State, may be approved by the City Manager when use of commercial transportation is not available or practical. If an employee prefers to use his personal car, he may be reimbursed the amount of the cost of th,~ commercial transportation. 1) A flat rate per mile allowed under the eurrent IRS regulations shall be approved for use of personal cars when City cars are not available. SECTION 3. TRANSPORTATION AND EXPENSE CHARGES. Air, rail or public transportation, used, expense for local transportation, such as taxicabs and bus fare, will be allowed whenever such transportation is necessary for conduct of City business. In addition, the following expenses and charges will be allowed, whenever necessary, for the conduet of City business. A. Expense will be allowed for adequate lodging. Hotel accommodations shall be appropriate to the purpose of trip. B. Telephone and telegraph charges will be allowed for official ealls and telegrams. 20 C. Expenses for meals will be reimbursed aeeording to Finanee Administrative Poliey No. 4.13, currently limited to $40 for meals per day. Article XXI SAFETY AND HEAI,TH The City and the employees of the City agree to eomply with all applicable Federal, State and City laws, eodes and policies that relate to health and safety. In addition, the City and Association agree to aetively pursue the continuation of safe working procedures and environments. rticle XXII CITY RIGHTS SECTION 1. The City reserves, retains, and is vested with, solely and exclusively, all rights of Management whieh have not been expressly abridged by specific provisions of this MOU or by law to manage the City, as such rights existed prior to the exeeution of this MOU. The sole and exclusive rights of Management, as they are not abridged by this MOD or by law, shall include, but not be limited to, the following rights: A. To manage the City generally and to determine the issue of policy. B. To determine the existence or nonexistenee of facts, which IS the basis of the Management decision. C. To determine the necessity of organization of any service or aetivity eonducted by the City and expands or diminishes services. D. To determine the nature, manner, means, and technology, and extent of serviees to be provided to the public. E.Methods of financing. F. Types of equipment or technology to be used. G. To determine and/or change the facilities, methods, technology, means, and size of the work force by whieh the City operations are to be eonducted. H. To determine and change the number of locations, relocations, and types of operations, proeesses, and materials to be used in earrying out all City functions including, but not limited to, the right to eontraet for or subeontract any work or operation of the City. 21 I. To assign work to and schedule employees in accordance with requirements as determined by the City, and to establish and ehange work schedules and assignments. J. To relieve employees from duties for lack of work, economic eonditions, or similar non- disciplinary reasons. K. To establish and modify produetivity and performance programs and standards. L. To discharge, suspend, demote, or otherwise discipline employees for proper cause. M. To determine job classifications and to reclassify employees; and to determine the classifications to be assigned to the bargaining unit. N. To hire, transfer, promote, and demote employees for non-disciplinary reasons 111 aeGOrdance with this MOU.O. To determine policies, proeedures, and standards li)r selection, training, and promotion of employees.P. To establish employee performanee standards including, but not limited to, quality and quantity standards; and to require complianee therewith.Q. To maintain order and efficiency in its facilities and operations.R. To establish and promulgate and/or modify rules and regulations to maintain order and safety in the City which are not in contravention w:ith this MOU.S. To take any and all necessary aetion to earry out the mission of the City in emergencies.SECTION 2. Exeept in emergencies, or where the City is required to make ehanges in its operations beeause of the requirements of law, whe:never the contemplated exercise of Management's rights shall impact on a significant number of employees of the bargaining unit,the City agrees to meet and eonfer in good faith with repre:sentatives of the Assoeiation regarding the impact of the contemplated exercise of sueh rights prior to exereising such rights, unless the matter of the exercise of such rights is provided for in this MOU.Article XXIII jE:MPLOYEE ORGANIZATIONAL RIGHTS AND RESPONSIBILITIES SECTION I. DUES DEDUCTIONS. The City shall deduct dues, on a bi-weekly basis, from the pay of all employees recognized to be represented by the Association, who voluntarily authorize such deduetion, in writing, on a form to be provided for this purpose, whieh is mutually agreed to, by the Association and the City. The City shall remit sueh funds to the Assoeiation within 10 days following their deduetion. Such deductions shall be on forms provided by and in a manner preseribed by the Payroll Division of the SECTION 2. INDEMNIFICATION. The Assoeiation agrees to hold the City harmless and indemnify the City against claims, causes of actions, or lawsuits arising out of the deductions or transmittal of such funds to the Association except the intentional failure of the City to transmit, to the Assoeiation, monies deducted from the employees pursuant to this Article. Article XXIV GRIEVANCE ANn DISCIPLINARY APPEALS PROCEDURE SECTION 1. DEFINITION OF GRIEVANCE. A grievance shall be defined as a timely eomplaint by an employee or group of employees eoncerning the interpretation or applieation of specific provisions of this MOU or of the Rules and Regulations governing personnel practices or working conditions of the City. The grieving party must state in writing the remedy sought to resolve the grievance. SECTION 2. DISCIPLINARY APPEALS. Any full-time employee who has obtained regular status, and any promotional probationary employee shall have the right to appeal any termination,suspension, reduction in salary, or non-probationary demotion. The right to appeal shall not apply to probationary, non-benefited part-time, temporary, or seasonal employees covered by this MOU. Verbal or written reprimands, probationary demotions, perfonnance evaluations, and denial of merit inereases are not subject to appeal. However, an employee may submit a written rebuttal to any verbal or written reprimand. In addition, the employee may also n~quest said reprimand be withdrawn from their official Personnel reeord after one ( 1) year. However, such removal shall be at the eomplete discretion of the Personnel Director.SECTIO::'oI 3. BUSINESS DAYS. Business days mean ealendar days, exclusive of Saturdays,Sundays, and legal holidays recognized by the City.SECTION 4. TIME LIMITS FOR FILING WRITTEN FORMAL GRIEVANCES. The time limits for filing written formal grievances shall be strictly construed, but may be extended by mutuall agreement evidenced, in writing, and signed by a duly authorized representative ofthe City and the grieving party. Failure of the grieving party to comply with any of the time limits set forth hereunder shall eonstitute waiver and bar further processing of the grievance. Failure of the City to eomply with the time limits set forth in this Section shall automatieally move the grievance to the next level in the Grievance Procedure. The grieving party may request the assistance: of OMA in presenting a grievanee at any level of review or may represent himself.SECTION 5. INFORMAL GRIEVANCE PROCESS. An employee must first attempt to resolve a grievance on an informal basis by discussion with his immediate supervisor without undue delay.Every effort shall be made to find an aceeptable solution to the grievance by these informal means at the most immediate level of supervision. At no time may the informal process go beyond the division head eoneerned. In order that this infornlal proeedure may be responsive, all parties involved shall expedite this proeess. In no ease may more than 10 business days elapse from the date of the alleged incident giving rise to the grievance, or when the should have reasonably become aware of the faets giving rise to the grievanee and the filing of a written formal grievance with the Personnel Direetor of the City, with a copy to the department head in which the employee works. Should the grievant fail to file a written grievanee within 10 business days from the date of the ineident giving rise to the grievance, or when grievant knew or should have reasonably become aware of the facts giving rise to the grievance, the grievance shall be barred and waived. SECTION 6. FORMAL GRIEVANCE PROCESS, PERSONNEL DIRECTOR, DEPARTMENT HEAD. If the grievance is not resolved through the informal process, a written gIievance is filed within the time limits set forth above, the grievant shall diseuss the grievance with the Personnel Director and the department head. The Personnel Director and the department head shall render a deeision and comments, in writing, regarding the merits of the grievanee and return them to the grievant within 10 business days after reeeiving the grievance. SECTION 7. FORMAL DISCIPLINARY APPEALS PROCESS. An employee desiring to appeal a supervisor/manager's decision to take disciplinary action shall have up to ten (10) business days after receipt of the decision to file either a verbal or written appeal to the Department Head. If, within the appeal period, the employee does not file an appeal, unless good cause for the failure is shown, the disciplinary action shall be considered eonclusive and shall take effeet as prescribed. If the employee does file a notice of appeal within the appeal period, the Depmtment Head shall eonsider the merits of said appeal prior to implementation of any diseiplinary action. In the event the Department Head upholds the disciplinary aetion, said aetion shall be implemented immediately. A full-time employee who has obtained regular status may appeal said action to the City Manager or, at the City Manager's discretion, to his designee, as long as such designee is not a manager from the department of the employee filing said appeal. An employee may appeal any termination, suspension, reduction in salary, or non-probationary demotion to the City Manager or his designee. Any request for an appeal to the City Manager shall be submitted in writing to the Personnel Services Department within ten (10) days of the Department Head' s decision.Failure to do so shall constitute a waiver of any further administrative or judicial appeals. The appeal to the City Manager may be either in the form of a written appeal or an oral presentation.Termination appeals shall be processed in accordance with the provisions of Section 9, Article XXIV.SECTION 8. FORMAL GRIEVANCE PROCESS, CITY MANAGER. If the grievance is not resolved in 5 above, or if no answer has been received from the Personnel Direetor and department head within 10 business days from the presentation of the written grievance to the Personnel Director and department head, the written gri,~vanee shall be presented to the City Manager, or his duly authorized representative, for determination. Failure of the grievant to take this aetion will eonstitute a waiver and bar to the grievanee, and the grievance will be considered settled on the basis of the last Management grievanee response. The City Manager, or his duly authorized representative, shall render a final decision on the merits of the grievance and eomments, in writing, and return them to the grievant within 10 business days after reeeiving the gnevance.After this proeedure is exhausted, the grievant and the City shall have all rights and remedies to pursue said grievance under the law. The City shall instruct its supervisors on the proper use implementation of this gJievanee proeedure and every reasonable effort shall be made by employee and the supervisor to resolve the grievance at the informal step. SECTION 9. FORMAL PROCESS FOR TERMINATIONS, ADVISORY HEARING OFFICER. A full-time, non-probationary terminated employee may request a full evidentiary hearing within 15 City business days of the date of any notiee of termination. Failure to request a hearing within the 15-day period eonstitutes a waiver of the hearing. In lieu of a hearing, a terminated employee may submit a written response to the City Manager within the 15-day period. Requests for extensions to file a written response must be made within the 15-day period. If a hearing is requested to challenge the imposition of termination, a full evidentiary hearing shall be held by a Hearing Officer who shall render an advisory decision.If the parties eannot agree on the identity of the Hearing Officer, the parties shall proeure from the State Conciliation Service a list of seven qualified Hearing Officers. Each party shall alternately strike one name from the list until only one person remains, who shall be the Hearing Officer. The determination as to whieh party strikes first shall be made on a random basis.A. Fees for retaining the Hearing Officer and other costs related to conducting the hearing, for example employing a court reporter, shall be shared equally by the City and the employee/appellant. The City and the employee shall each be responsible for securing and paying for their respective representation at the hearing, if any.B.. The Hearing Officer shall determine whether good cause exists for the imposition of the termination and, if not, the appropriate degJ'ee of discipline.C. The decision of the Hearing Officer is remitted to the City Manager for final disposition.D. The City Manager, or his duly authorized representative, shall render a final deeision on the Hearing Officer's comments and recommendation, in writing, and return them to the grievant within 10 business days after receiving the Hearing Officer's findings.E. After this proeedure is exhausted, the grievant, OMA and the City shall have all rights and remedies to pursue said grievance under the law. Article XXV NO STRIKE-NO LOCKOUT SECTION 1. PROHIBITED CONDUCT. The Association, its officers, agents,representatives and/or members agree that during the term of this MOU, they will not cause or condone any strike, walkout, slowdown, siek-out, or any other job aetion by withholding or refusing to perform services.SECTION 2. The City agrees that it shall not loek ow: its employees SECTION 3. Any employee who participates in any conduct prohibited in Sections I and 2 above may be subject to termination by the City. SECTION 4. In addition to any other lawful remedies or disciplinary actions available to the City, if the Association fails, in good faith, to perform all responsibilities listed below in Section A, Association Responsibility, the City may suspend any and all of the rights and privileges aceorded to the Assoeiation under the Employee Relations Resolution in this MOU, including, but not limited to, suspension of reeognition of the Assoeiation grievanee procedure right of access, eheck-off, the use of the City's bulletin boards, and faeilities.SECTION 5. ASSOCIATION RESPONSIBILITY A. In the event that the Association, its officers, agents, representatives, or members engage in any of the eonduet prohibited in Section I above, Prohibited Conduct, the Assoeiation or its duly authorized representatives shall immediately instruet any persons engaging in such conduet that their eonduet is in violation of this MOU and is unlawful, and they should immediately cease engaging in conduct prohibited in Section I above, Prohibited Conduct, and return to work.B. If the Association performs all of the responsibilities set forth in Section 5(A) above, its offieers, agents, and representatives shall not be liable for damages for prohibited conduct performed by employees who are covered by this MOD in violation of Seetion I.Article XXVI OMA REPRESENTATIVES This article intentionally left blank to standardize the sequence among all MOU' s.Article XXVII LAYOFF PROCEDURES When a layoff or reduetion in force is necessary, the layoff procedures set forth in Resolution No.SI76, as ineorporated below, shall be used as the established layoff policy and procedure.SECTION 1. PURPOSE. The purpose of this policy is to establish and communicate the City' s procedures when a layoff or reduction in force is neeessary.SECTION 2. SCOPE. All Assoeiation Employees. All departments are subject to reduction in force at the direction of the City Manager.SECTION 3. POLICY. The City retains the right to abolish any position, reduee the work force and layoflf employees when it becomes necessary due to economic eonditions, organizational changes, Ilack of work, or because the necessity for a position no longer exists. Whenever possible, the City will advise the union of their intent at least ten calendar days in advanee ofthe effeetive date. The City's layoff policy provides the following criteria to be followed during a reduction in force. SECTION 4. PROCEDURE A. ORDER OF REDUCTIONS IN FORCE (Lavoff and Demotion) Within a department and by elassification, the order of layoff or demotion shall be as follows: 1) Temporary employees (19 hours or less); 2) Initial probationary employees; 3) Regular part-time employees (20 but less than 40 hours);4) Promotional probationary employees (40 hours);5) Regular full-time employees ( 40 hours).For purposes of this procedure, the Water Division will be eonsidered a department. B. LAYOFFS 1) Layoffs shall be based on citywide seniority, except, negative performance during the past 5 years will be considered to determine the order of layoff. Negative performanee and disciplinary actions will include the following:a). Denial of merit increases;b). Suspension without pay;c). Extensions of probationary periods;d). Disciplinary demotions to lower level positions;e). Disciplinary reduetions in pay;f). Performance evaluations eontaining Significant, negative written eomments indicating improvement needed and warning of further eonsequences to follow if improvement fails to oecur.One negative disciplinary action decreases the employee's seniority by one year per occurrence and by two years for additional occurrences, for a possible reduetion of9 years.2) The order of layoff shall be established by the Personnel Direetor, including seniority and results of review of performance evaluations and prior disciplinary actions.3) The order of layoff will be the least se:mor employee as determined by the procedure above.4) Prior to the establishment of the final order of layoff, the Personnel Direetor shall furnish affected employees a copy of the "Proposed Order of Layoff." Notice will be hand delivered to employees whenever possible.5) If the employee wishes to contest the application of the criteria set forth in this policy to his position on the list, he may appeal with any supporting materials the Personnel Director. This request should be direeted to the Personnel Director within seven (7) calendar days following the establishment and distribution of a Proposed Order of Layoff list. The employee will be allowed representation during the appeal proeess. 6) After meeting with all employees wishing to be heard with respect to their position on the layoff list, the Personnel Direetor or his designee shall establish the Final Order of Layoff list. The decision of the Personnel Director or his designee shall be final and not subjeet to the grievanee process or further appeal. C. WRITTEN NOTICE Employees to be laid off shall be provided written notiee at least ten ealendar days in advanee of the layoff date. Notice will be hand delivered to the employee whenever possible. If personal delivery is not possible, the notice will be sent by certified mail to tht: last known residential address. D. TRANSFER OR DEMOTION IN LIEU OF LAYOFF 1) Whenever employees are to be laid off, they may transfer or demote to another vacant position in their own department or other departments providing that: a) The positions are at the same or lower level; b) Positions are authorized, budgeted, and the City intends to fill the vacaneies; c) The employee meets the qualifications of the new position as determined by the Personnel Director. 2) Whenever employees are to be laid off, they may demote to lower level, filled positions within their department providing they: a) Formerly held or supervised the lower level position within the classification senes; b) Meet or can reasonably meet qualifications for the new position as determined by the Personnel Direetor; c) Possess greater seniority to displace a lower level worker; d) Request in writing a demotion to the previously held or previously supervised position within seven (7) calendar days of receiving the notiee of layoff. A voluntary demotion shall not reflect as a negative action in the employee's personnel file. E. REEMPLOYMENT LISTS 1) Regular employees in good standing who are laid off or demoted shall have their name plaeed on a departmental reemployment list for the last classifieation previously held. Names shall be placed on the list in inverse order of seniority. Last released - first rehired). Vacancies the department desires to fill will be offered first to eligibles on the departmental reemployment list.28 2) Other hiring departments who have vacaneies the City desires to fill will give priority consideration to those employees whose names appear on the reemployment list. If these employees are not selected for rehire, the reason for non-selection must be approved by the Personnel Direetor.3) Names of qualified individuals shall remain on reemployment lists f{)r a period not to exeeed 2 years from the date of layoff. Individuals who qualify for rehire but do not respond to written notifieation to the last known address on file within ten ealendar days or who refuse two job offers shall have their names removed from the reemployment list. Once rehired, employee names are removed from all reemployment lists.SECTION 5. NON-DISCRIMINATION IN REDUCTION IN FORCE. Layoffs and demotions which result from a reduction in foree shall be made without regard to an employee's race, color, religion, national origin, sex, age, marital status, functional limitations, or any other lawfully protected class as defined in the ADA and other applicable state and federal laws.Article XX\TIII SOLE AND ENTIRE MEMORANDUM OF UNDERSTANDING SECTION 1. It is the intent of the parties hereto that the provisions of this MOU shall supersede: all prior agreements and memorandums of agreement, or memorandums of understanding, or contrary salary and/or personnel resolutions or Administrative Codes,provisions of the City, oral and written, expressed or implied, between the parties, and shall govern the entire relationship and shall be the sole source of any and all rights which may be asserted hereunder. This MOU is not intended to confliet with federal or state law. Article XXIX WAIVER OF BARGAINING DURING THE TERM 01<' THIS MEMORANDUM 01<' UNDERSTANDING SECTION 1. During the term of this MOU, the parties mutually agree that they will not seek to ehange, negotiate, or bargain with regard to wages, hours, benefits, and terms and eonditions of employment, whether or not eovered by the MOD or in the negotiations leading thereto, and irrespeetive of whether or not such matters were discussed or were even within the contemplation of the parties hereto during the negotiations leading to this Memorandum. Regardless of the waiver contained in this Article, the parties may, however, by mutual agreement, in writing,agree to meet and confer about any matter during the term of this Article XXX EMERGENCY WAIVER PROVISION SECTION 1. In the event of cireumstanees beyond the eontrol of the City, sueh as acts of God, fire, flood, insurreetion, civil disorder, national emergency, or similar cireumstanees, provisions of this MOU or the Personnel Rules or Resolutions of the City, whieh restrict the City's ability to respond to these emergencies, shall be suspended for the duration of such emergency. After the emergeney is declared over, this MOU will be reinstated immediately. The Assoeiation shall have the right to meet and confer with the City regarding the impaet on employees of the suspension of the provisions in the MOU during the course: of the emergency. Article XXXI SEPARABILITY SECTION 1. Should any provision of this MOU be found to be inoperative, void, or invalid by a eourt of competent jurisdiction, all other provisions of this MOU shall remain in full force and effect for the duration of this MOU. Alrticle XXXII TERM OF MEMORANDUM OF UNDERSTANDING The term of this MOU shall commence on July I, 2002 and shall continue in full force and effect until June 30, 2005. 30 Article XXXIII RATIFICATION AND EXECUTION The City and the Association acknowledge that this MOU shall not be in full force and effect until ratified by the Association and adopted by the City Council of the City of Orange. Subject to the foregoing, this MOU is hereby executed by the authorized representatives of the City an the Association and entered into this 8th day of g''~'' :2002. CITY OF 0 Stev€,n V. m, Personnel/Employee iJions 01 ctor byllf'?icU0Jf ~ r othL~ e~~~~ Analyst II by:obert on Schimmel mann,by: Vrl Maintenance Division Manager ORANGE MANAGEMENT ASSOCIATION b by: by: _ 31 ORANGE MANAGEMENT ASSOCIATION MONTHLY SALARY RANGI<:S EFFECTIVE JUNE 30, 2002 2.5% SALARY INCREASE 3.0% FOR CERTAIN CLASSES I CLASSIFICATION TITLE NEW STEP STEP STEP STEP STEP STEP RANGE A B C D E F Building Inspector Supervisor 504 4405 4629 4865 51 t4 5374 5648 Community Services Supervisor 4S3 3967 4169 4382 4605 4840 5087 Development Services Supervisor 545 5404 5680 5969 6274 6594 6930 Equipment Maint. Supervisor 499 4296 4515 4746 49S8 5242 5509 Facilities Services Supervisor 485 4006 4211 4426 4651 4888 5138 Field Maintenance Supervisor 4S7 4047 4253 4470 469S 4937 5189 Landscapel Assess Dist Coord. 505 4427 4652 4890 5139 5401 5677 Legal Secretary 424 2955 3106 3265 3431 3606 3790 Library Cilrculation Supervisor 421 2912 3060 32t6 33S0 3553 3734 Principal Planner 548 54S6 5765 6059 6368 6693 7035 Project Development Coordinator 505 4427 4652 4S90 5139 5401 5677 Real Prope:rty Representative 530 5015 5270 5539 5S22 61lS 643t Senior Civil Engineer 555 5680 5970 6275 6595 6931 7284 Senior Construction Inspector 4S4 3987 4190 4404 4628 4864 51 t2 Senior Plan Check Engineer 530 50t5 5270 5539 5822 6118 6431 Senior Planner 518 4723 4964 5217 5483 5763 6057 Senior Water Quality Inspector 473 3774 3966 416S 438t 4604 4S39 Tree Services Coordinator 483 3967 4169 43S2 4605 4840 5087 Water Quality Inspector 454 3433 3608 3792 39S5 418S 4402 33 ORANGE MANAGEMENT ASSOCIATION MONTHLY SALARY RANGES EFFECTIVE DECEMBER 29.2002 INEQUITY ADJUSTMENTS OF UP TO 2.0% FOR CERTAIN CLASSES I CLASSIFICATION TITLE NEW STEP STEP STEP STEP STEP ST:P IRANGEABCDE Building Inspector Supervisor 504 4405 4629 4865 5114 5374 564S Community Serviees Supervisor 487 4047 4253 4470 469S 4937 5189 Development Services Supervisor 547 545S 5737 6029 6337 6660 7000 Equipment Maint. Supervisor 499 4296 4515 4746 49SS 5242 5509 Faeilities Serviees Supervisor 4S9 4087 4296 45t5 4745 4987 5241 Field Maintenance Supervisor 489 4087 4296 45t5 4745 49S7 5241 LandseapeJ Assessment Dist Coord 50S 4493 4723 4963 52t7 54S3 5762 Legal Secretary 42S 30t5 3169 3330 3500 3679 3S66 Library Circulation Supervisor 42t 2912 3060 3216 33S0 3553 3734 Principal Planner 550 5541 5823 6120 6432 6760 7105 Project Development Coordinator 508 4493 4723 4963 5217 5483 5762 Real Propel1y Representative 532 5065 5323 5595 58S0 6180 6495 Senior Civil Engineer 557 5737 6030 6338 6661 7000 7357 Senior Construction Inspector 486 4026 4232 4448 4674 4913 5163 Senior Plan Check Engineer 532 5065 5323 5595 5S80 6180 6495 Senior Planner 520 4771 5014 5270 5538 5S21 6118 Senior Water Quality Inspector 477 3S50 4046 4252 4469 4697 4937 Tree Services Coordinator 483 3967 4t69 4382 4605 4S40 50S7 Water Quality Inspector 458 3502 3680 3S68 4065 4273 4490 34 ORANGE MANAGEMENT ASSOCIATION MONTHLY SALARY RANGES EFFECTIVE JUNE 29. 2003 2.0% SALARY INCREASE I CLASSIFICATION TITLE NEW STEP STEP STEP STEP STEP STEP RANGE A B C D E F Building Inspector Supervisor 508 4493 4723 4963 5217 54S3 5762 Community Services Supervisor 49t 412S 4339 4560 4793 5037 5294 Development Services Supervisor 55t 556S 5S52 615t 6464 6794 7141 Equipment Maint. Supervisor 503 43S3 4606 4S41 50S8 5348 5620 Facilities Services Supervisor 493 4170 4382 4606 4841 5087 5347 Field Maintenance Supervisor 493 4170 43S2 4606 4S41 50S7 5347 Landscape! Assess. Dist Coord 512 4584 4S18 5063 5322 5593 5S78 Legal Secretary 432 3076 3233 3398 357t 3753 3944 Library Circulation Supervisor 425 2970 3122 3281 3448 3624 3809 Principal Planner 554 5652 5940 6243 6562 6896 724S Project Development Coordinator 512 4584 4S18 5063 5322 5593 5878 Real Property Representative 536 5t67 5430 5707 5998 6304 6626 Senior Civil Engineer 56t 5853 6152 6465 6795 7142 7506 Senior Construction Inspector 490 4108 43t7 4537 4769 50t2 5267 Senior Plan Check Engineer 536 5167 5430 5707 5998 6304 6626 Senior Planner 524 4S67 5115 5376 5650 593S 6241 Senior Water Quality Inspeetor 4St 3927 4128 433S 4559 4792 5036 Tree Services Coordinator 487 4047 4253 4470 4698 4937 51S9 Water Quality Inspector 462 3572 3754 3946 4147 4359 45S1 35 36