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HomeMy WebLinkAboutCity Council - 4482 i l RESOLUTION NO. 4482 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH APPROVING AND IMPLEMENTING A MEMORANDUM OF AGREEMENT WITH THE HUNTINGTON BEACH MUNICIPAL EMPLOYEES' ASSOCIATION The City Council of the City of Huntington Beach does hereby resolve as follows : The Memorandum of Agreement between the City of Huntington Beach and the Huntington Beach Municipal Employees ' Association effective June 25, 1977, a copy of which is attached hereto and by reference made a part hereof, is hereby approved and ordered implemented in accordance with the terms and conditions thereof. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 20th day of June, 1977. Mayor ATTEST: APPROVED AS TO FORM: 'ty er / J. N CHOLAS COUNTER III / Labor Relations Counsel REVIEWED AND APPROVED: INITIATED AND APPROVED: City Administrator Director of Personnel and Labor Relations 'f /ahb Res. No. 4482 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) so: CITY OF HUNTINGTON BEACH ) I, ALICIA M. WENTWORTH, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of more than a majority of all the members of said City Council at a regular meeting thereof held on the 20th day of June , 19 77 , by the following vote: AYES: Councilmen: Bartlett, Coen, Gibbs, Siebert, Pattinson NOES: Councilmen: None ABSENT: Councilmen: Wieder, Shenkman City Clerk and ex-officio Clerk of the City Council of the City of Huntington Beach, California I MEMORANDUM OF AGREEMENT Between THE CITY OF HUNTINGTON BEACH, CALIFORNIA (hereinafter called CITY) and THE HUNTINGTON BEACH MUNICIPAL EMPLOYEES ASSOCIATION (hereinafter called ASSOCIATION) PREAMBLE WHEREAS , pursuant to California law, the CITY, acting by and through its designated representatives , duly appointed by the governing body of said CITY, and the representatives of the ASSOCIATION, a duly recognized employee association, have met and conferred in good faith and have fully communicated and exchanged information concerning wages , hours, and other terms and conditions of employment for the fiscal year 1977-1978; and WHEREAS, except as otherwise expressly provided herein, all terms and conditions of this agreement shall apply to all employees represented by the ASSOCIATION: and WHEREAS, the representatives of the CITY and the ASSOCIATION desire to reduce their agreements to writing, NOW THEREFORE, this Memorandum of Agreement is made to become effective June 25, 1977, and it is agreed as follows: ARTICLE 1 REPRESENTATIONAL UNIT It is recognized that the ASSOCIATION is the employee organization which has the right to meet and confer in good -1- faith with the CITY on behalf of employees of the CITY within those class titles set out in Exhibit "A" attached hereto and incorporated herein. ARTICLE 2 EXISTING CONDITIONS OF EMPLOYMENT Except as expressly provided herein, the adoption of this Memorandum of Agreement shall not change existing benefits , and terms and conditions of employment which have been established in prior Memoranda of Agreement, and/or provided for in the Personnel Rules of the City of Huntington Beach. ARTICLE 3 SALARY SCHEDULE Employees shall be compensated at monthly salary rates by classification title and salary range effective June 25 , 1977, as set out in Exhibit "A" attached hereto and incorporated herein, which has been computed by converting the existing salary schedule based' on the nearest "C" Step to a "Universal Salary Schedule" and increasing each classification 14 ranges (7%) on the Universal Salary Schedule.. ARTICLE 4 SICK LEAVE UPON TERMINATION Upon termination, all employees shall be paid, at their current salary rate, for twenty-five percent (25%) of unused, earned sick leave from 480 hours through 720 hours, and for fifty percent (50%) of all unused, earned sick leave in excess of 720 hours. -2- ARTICLE 5 INSURANCE A. The CITY shall continue to provide group medical insurance to employees with coverage and other benefits com- parable to the Blue Cross Medical Plan Number 5620 in effect as of, July 1, 1976 . B. CITY will assume payment for dependent health insurance effective the first of the month following the month during which the employee completes three (3) years of full time continuous service with the CITY, except that an employee working half time must complete six (6) years, and a three quarter time employee must complete four (4) years of continuous service before the CITY will assume such payments as set out above. Any additional premium amounts for the optional Health Maintenance Organization (HMO) Plan will be paid by the employee. For purposes of deter- mining continuous service, there shall be no accrual of hours for the period of time an employee is on a nonpay status for a complete pay period. It is agreed that dependent premium increases for the Blue Cross Medical Plan which are experienced July 7, 1978, or thereafter for one year or for the term of the Memorandum of Agreement effective July 8, 1978, whichever is longer, shall be equally divided by the CITY and the employees. The employees may fund their share of any dependent premium increase through payroll deductions or by benefit modifications or any combination thereof, as may be negotiated by the ASSOCIATION. -3- C. The CITY shall provide for each employee at CITY' s cost $1,000 of life insurance with coverage comparable to the Standard Insurance Company Plan in effect on July 1, 1976. Said insurance shall contain provisions for optional supplemental coverage at the employee' s cost. D. The CITY shall provide for each employee at .the CITY' s expense along term disability insurance plan comparable to the Group Disability Insurance Plan inaffect on, April 1., 1977. E. The CITY shall provide for each employee at the CITY' s expense dental insurance coverage comparable to the Private Medical Insurance Plan in effect on November 1, 1976. F. Nothing in this Article shall be deemed to restrict the CITY' s right to change insurance carriers or self-fund should circumstances warrant, subject to the CITY notifying ASSOCIATION of a proposed change, and allowance to ASSOCIATION of an opportunity to review the proposed change and make recommendations to CITY. G. Nothing in this Article shall be deemed to obligate the CITY to improve the benefits outlined in this Article. ARTICLE 6 VACATION ALLOWANCE A. Permanent employees in CITY service, having an average work week of forty (40) hours, shall accrue annual vacations with pay in accordance with the following: 1. For the first four (4) years of continuous service vacation time will be accrued at the rate of 96 hours per year. 2. After four (4) years of continuous service to the completion of nine (9) years of continuous service, vacation time shall be accrued at the rate of 120 hours per year. -4- 3. After nine (9) years of continuous service to the completion of fourteen (14) years of continuous service, vacation time will be accrued at the rate of 144 hours per year. 4. . After fourteen (14) years of continuous service, vacation time will be accrued at the rate of 176 hours per year.. B. No vacation may be taken until the completion of six (6) months of service. Permanent, part time employees assigned a work schedule of less than 2080 and more than 1040 hours per year shall receive vacation in one half the amounts set forth above. C. Upon a two-week written notification to the Finance Director, each employee shall be entitled to receive his/her earned vacation pay, less deductions, in advance, prior to his/her regular scheduled annual vacation. Such advancement shall be limited to one during each employee's anniversary year. ARTICLE 7 OVERTIME PAY Nonexempt employees who work in excess of forty (40) hours per work week shall be compensated at the rate of time and one half the hourly rate exclusive of any other premiums for all hours worked in excess of forty (40) hours in a given payroll week. Exempt employees who work in excess of forty (40) hours per work week shall be compensated at the rate of straight time the hourly rate exclusive of any other premiums for all hours worked in excess of forty (40) hours in a given payroll week. Any time off, including, but not limited to, compensatory time, -5- sick leave, holidays and vacations during any payroll week does not constitute hours worked and such time shall not be counted toward calculation of hours worked. The CITY will provide the ASSOCIATION with a classification schedule delineating exempt and nonexempt classifications based on criteria of Fair Labor Standards Act. ARTICLE 8 HOLIDAY OVERTIME PAY A non-exempt employee who is required to work on a legal holiday designated in Personnel Rule 18 - 25, paragraph a through 1, on which he is not regularly scheduled to work, shall be compensated at the rate of time and one half the hourly rate exclusive of any other premiums for all hours worked on said holiday. An exempt employee shall be compensated at the rate of straight time the hourly rate exclusive of any other premiums for all hours worked on a holiday on which he is not regularly scheduled to work. ARTICLE 9 EDUCATION PAY PLAN An Education Plan continues for all employees with provisions as provided below: 1. Payment shall be made on the basis of One Dollar ($1. 00) per month for each completed college semester unit or its equivalent, limited to 8.25 percent (8.25%) of the employee' s basic monthly pay. As an alternative, the CITY may reimburse the -6- employee for tuition only on request of the employee and approval of the Department Head. Said payment for tuition shall be subject to all other regulations herein contained and duplicate payment for courses under this Plan shall not be authorized. 2. Payment shall be made only for that education above and beyond the education requirements for the employee 's classification. 3. Payment shall begin on the first of the month following approval by the Education Committee. 4. The Education Committee shall be composed of one member appointed by the ASSOCIATION, one member from the Finance Department and one member from the Personnel Department. 5 . An employee must be employed by the CITY for one year to be eligible, and only those units for which credit is received after the date of employment shall be eligible for payment. All courses and credit shall be taken on the employee's own time and at the employee's own expense. 6. Transcripts and other proof of credits shall be the sole responsibility of the employee. Transcripts and grade cards shall be forwarded to the Education Committee for review and consideration. 7. When an employee is promoted or transferred, his pay, if any, under the Education Pay Plan shall be reviewed to determine continuing eligibility. 8. Semester units shall be the basis for payment, with 18 hours of instruction the equivalent of one semester unit, and one quarter unit shall be the equivalent of two-thirds (2/3) of a semester unit. -7- 9. Questions concerning the Education Committee's determination shall be referred to the Committee. An employee who is not satisfied with the Committee' s determination shall present his problem to the Education Committee for review. Determination of the Education Committee may be subject to the Grievance Procedure. 10. Documents and questions for the Education Committee shall be referred to the Personnel Director for submission to the Committee. 11. All grades must be a letter grade of "C" or better. In a "Pass/Fail" grading system, a "Pass" is required and in a "Credit/No Credit" grading system, a "Credit" is required to be eligible for approval. 12 . The Education Committee may approve courses in advance to insure that payment will follow completion. ARTICLE 10 UNIFORM AND SAFETY SHOES There shall be a uniform policy as set out in Exhibit "B" , a copy of which is attached hereto and incorporated herein. ARTICLE 11 BEREAVEMENT LEAVE Employees shall be entitled to bereavement leave not to exceed three (3) working days per calendar year in each instance of death in the immediate family. Immediate family is defined as father, mother, sister, brother, spouse, children, stepfather, -8- stepmother, stepsisters, stepbrothers, mother-in-law, father-in-law, stepchildren, grandparents, grandchildren, son-in-law, and daughter-in- law. ARTICLE 12 SHIFT DIFFERENTIAL Employees required to work on a regularly assigned shift that occurs between the hours of 4 p.m. and midnight, or midnight and 8 a.m. , shall be paid a premium equal to five percent (5%) of the employee' s base hourly rate for all work performed during said shift. Employees will be considered as assigned to the afternoon shift (4 p.m. to midnight) or the night shift (midnight to 8 a.m. ) when five (5) or more hours of their regularly assigned shifts occur in the afternoon or night shift as defined herein. ARTICLE 13 STATE REGISTRATION - CIVIL ENGINEER The CITY shall pay employees in the classification of Assistant Civil Engineer, who become registered with the State of California as a Civil Engineer, a premium of five percent (5%) of the employee' s base hourly rate, or his education pay, whichever is higher. ARTICLE 14 CALL BACK PAY The CITY will reimburse employees called back to work a minimum of two (2) hours of pay at the rate of one-and-one half time (1-,) his/her regular hourly rate. -9- ARTICLE 15 TOOL REPLACEMENT Those employees who are required to furnish their own personal " tools for use on the job shall be reimbursed by the CITY for said tools that are lost, stolen or broken while in use on the job. Each employee so affected shall submit a list of personal tools to his supervisor, with a description of each tool and its value. Replacement of such personal tools or reimbursement to the employee shall be subject to approval by the Supervisor. It is understood that the employee has the responsibility to exercise care and diligence in preventing the loss, theft and breakage of his personal tools. The City' s maximum liability during the term of this agreement shall be limited to an aggregate of $2,000. ARTICLE 16 GRIEVANCES Any grievances as defined and described in Rule 19 of the CITY Personnel Rules (Resolution No. 3960) , attached hereto as Exhibit "C" , shall be settled in accordance with the procedures set forth in said Rules except that the parties to the grievance can by, mutual agreement submit the grievance to a neutral arbit- rator whose decision shall be final and binding on the parties. The arbitrator shall be selected by the parties from listings and pursuant to the rules of the American Arbitration Association. This procedure, if adopted by the parties , shall be in lieu of Step 5 of Rule 19 . The same option to submit a grievance to final and binding arbitration shall apply to grievances as defined in Rule 20 of the -10- aforementioned CITY Personnel Rules attached hereto, except that Section 20-5 of said Rules shall apply (without the option for arbitration) in all cases of suspension in excess of thirty (30) days, demotions, or removals from employment. ARTICLE 17 PROMOTIONS When promotions are to be made, and two or more employees are found to be equal as a result of promotional examinations conducted by the CITY, the employee with the greatest length of service with the CITY shall receive the promotion. ARTICLE 18 LEADWORKER Any employee classified as "Leadworker" shall receive sixteen (16) ranges on the "Universal Salary Schedule" above the highest classification which is assigned to the Leadworker to lead. ARTICLE 19 HOLIDAY RESCHEDULING The parties agree to meet and confer regarding the rescheduling of one holiday. Such meeting and conferring shall be conducted jointly with representative of the Management Employees' Organization. ARTICLE 20 JOINT COMMITTEE The parties agree to establish a Joint Committee to study the hours of work for Inspectors in the Department of Building -11- and Community Development, the four-ten plan, flextime, insurance and retirement systems. The CITY agrees to provide the ASSOCIATION copies of job descriptions for newly created positions within the Unit. ARTICLE 21 MANAGEMENT RIGHTS Except as expressly abridged or modified herein, the CITY retains all rights, powers and authority with respect to the management and direction of the performance of CITY services and the work forces performing such services, provided that nothing herein shall change the CITY' s obligation to meet and confer as to the effects of any such management decision upon wages, hours and terms and conditions of employment or be construed as granting the CITY the right to make unilateral changes in wages, hours and terms and conditions of employment. Such rights include, but are not limited to, consideration of the merits, necessity, level or organization of CITY services, including establishing manning requirements, overtime assignments, number and location of work stations, nature of work to be performed, contracting for any work or operation, reasonable employee performance standards, including reasonable work and safety rules and regulations in order to maintain the efficiency and economy desirable for the performance of CITY services. ARTICLE 22 VEHICLE USE The Vehicle Use Policy, identified as Exhibit "D" attached -12- hereto and incorporated herein, shall become effective on June 25, 1977, and the CITY shall pay all verified claims (excluding mileage for driving to and from lunch) in accordance with the Personnel Board decision dated October 29, 1976. Adoption of Exhibit "D" and the payment of the aforementioned claims are subject to and contingent upon the entire cause of action being dismissed with prejudice as to all respondents by the ASSOCIATION in Orange County Superior Court Case No. 26, 50, 30. ARTICLE 23 TERM OF MEMORANDUM OF AGREEMENT This Memorandum of Agreement shall be in effect for a term commencing on June 25 , 1977 , and ending at midnight on July 7 , 1978 . This agreement constitutes the entire agreement of the parties with respect to improvements or changes in the salaries and monetary benefits for employees represented by the ASSOCIATION for the duration of this agreement. -13- ARTICLE 24 CITY COUNCIL APPROVAL It is the understanding of CITY and ASSOCIATION that this Memorandum of Agreement is of no force or effect whatsoever unless and until adopted by resolution of the City Council of the City of Huntington Beach. CITY OF HUNTINGTON BEACH (CITY) BY APPROVED AS TO CONTENT: By CZ BY City Administrator By MUNICIPAL MPLOYEW ASSOCIATION (ASSO ) APPROVED BY INITIATING DEPARTMENT: �T y Director Persorihel and Labor Relations By A L.& ',},�� By -14- r CLASS TITLE RANGE N0 . RANGE JOB DEVELOPER 228 1180 - 1463 LIBRARIAN 212 1090 1352 LIBRARIAN SENIOR 238 1238 - 1532 LIBRARY ASST . LI 212 1090 - 1352 PLAN CHECK ENGR 308 1758 - 2177 PLANNER ASSISTANT 255 1350 - 1673 PLANNER ASSOC 281 1532 - 1898 PLANNING AIDE 228 1180 1463 PROGRAMMER SENIOR 265 1420 1759 REAL PROPERTY AGENT 265 1420 - 1759 REDEVELOP SPEC. 281 1532 - 1898 SERV OFFICER SR. 228 1180 - 1463 SUPV EQUIP MAINT 265 1420 - 1759 SUPV PROGRAMMING 281 1532 - 1898 SUPV RECORDS 255 1350 - 1673 TECHNICAL SVC LI'B 265 1420 - 1759 CLASS TITLE RANGE NO, RANGE PLN CHECK LAND USE 244 1274 - 1577 PLN CH LND USE SR. 265 1420 - 1759 PLN CHECK PUB WKS. SR. 276 1498 1855 PLUMBER 228 1180 - 1463 PLUMBER HELPER 202 1033 - 1283 PNTR PHOTOMTGPHER 222 1147 - 1421 POLICE CLERK 130 719 - 891 POLICE CLERK SPEC 155 823 - 1021 POLICE CLERK SR. 146 787 - 974 POLICE PHOTOGRPHER 228 1180 - 1463 PRINCIPAL CASHIER 175 908 - 1125 PRINCIPAL CLERK 175 908 - 1125 PRINCIPAL LIBRARY CLERK 169 882 - 1094 PRINCIPAL POLICE CLERK 175 908 - 1125 PROGRAMMER 255 1350 - 1673 PROGRAMMER JR. 222 1147 - 1421 PROJECT COUNSELOR I 185 950 - 1177 PROJECT COUNSELOR II 212 1090 - 1352 PROPERTY CLERK 180 929 - 1151 PROPERTY OFFICER 197 1005 - 1248 PUMP OPERATOR 191 976 - 1208 REC. LEADER SR. 212 1090 - 1352 SECRETARY 160 846 - 1047 SECRETARY ADMIN 180 929 - 1151 SECRETARY EXECUT. 208 1068 - 1324 SECRETARY LEGAL 180 929 - 1151 SECRETARY TYPIST 150 804 - 995 SECTY . TO COUNCIL 180 929 - 1151 SECTY . LEGAL SR. 202 1033 - 1283 SECTY TYPIST ADMIN 169 882 - 1094 SERVICE OFFICER 212 1090 - 1352 SERVICEWORKER 197 1005 - 1248 STOCK CLERK 175 908 - 1125 STOREKEEPER 197 1005 - 1248 SURVEYOR 208 1068 - 1324 SURVEYOR APPRENTICE 175 908 - 1125 SURVEYOR SENIOR 228 1180 - 1463 SURVEY PARTY CHIEF 265 1420 - 1759 TREE TRIM AERIAL 202 1033 - 1283 TREE TRIMMER 180 929 - 1151 VOCATIONAL INSTR. 228 1180 - 1463 WATER MTR. RPR WORKER 197 1005 - 1248 WELDER MECHANIC 218 1123 - 1394 WORD PROCESSING CRD. 202 1033 - 1283 YOUTH COUNSELOR 130 719 - 891 - YOUTH COUNSELOR SR. 141 764 - 948 YOUTH EMPL COORD. 155 823 - 1021 EXHIBIT ."A" PGPN91.01 CITY Of fiUNTINGTON dEACH U6/16/77 U N I V E R S A L S A L A R Y S C H E D U L E A-STEP 81STEP C•STEP D-STEP E-STEP RANGE MONTHLY SALARY MONTHLY SALARY MONTHLY SALARY MONTHLY SALARY MUNIHLY SALAR+ .............. .......... t S 385 S 406 s 428 S 452 s 477 S 387 $ 407 s 430 1 454 S 476 3 2 388 s 409 s 432 1 456 S 480 4 S 390 S 411 s 433 3 458 S 482 S s 390 s 411 5 433 S 458 S 4d4 6 s 392 S 413 1 435 S 459 S 485 7 S 393 S 414 s 417 S 461 S 487 9 s 393 a 416 s 439 S 463 s 489 9 S 395 S 418 S 440 s 465 S 491 10 S 397 f 419 s 442 S 466 s 492 11 f 399 s 421 S 444 S 468 S 494 12 a 400 s 423 s 445 S 470 S 496 13 S 402 f 425 S 44T S 471 S 497 14 S 402 s 425 f 449 s 473 f 499 19 S 404 S 426 s 451 s 475 a 501 16 S. 406 S 428 S 452 f 477 S 503 17 s 407 s 430 S 454 2 478 s 504 In f 409 s 432 S 456 f 480 S 506 19 S 411 s 433 S 458 S 482 s 508 20 f 411 S 433 s 456 s 464 f 510 21 S 413 S 435 s 459 s 455 s 511 2;) s 414 S 437 S 461 s 487 s 513 23 S 416 S 439 S 463 s 489 S 515 24 s 416 S 439 S 463 1 489 s 517 25 s 418 . f 440 S 465 s 491 S 518 26 S 421 s 444 S 468 S 494 S 522 2? S 425 s 447 S 471 5 497 5 525 201 S 426 1 451 S 475 s 5DI S 529 29 3 430 S 454 S 478 s 504 S 532 30 s 433 S 45N s 4012 3 SOB S 536 31 s 435 S 459 s 485 s 511 s 539 32 S 439 S 463 s 489 S 515 S 543 33 s 440 s 465 s 491 s 518 S 546 34 S 442 S 466 S 492 2 520 S 549 35 S 445 S 470 s 496 S 523 f 553 36 s 449 S 473 s 499 s 527 f 556 i 37 s 452 s 477 S 503 S 530 S 560 38 S 456 1 480 s 506 t 534 : 563 39 s 458 s 484 s 510 S 537 s 567 40 s 461 s 487 s 513 S 541 S S70 41 s 463 s 489 s 517 s 544 s 574 42 s 466 s 492 s 520 s 548 s 577 43 S 463 s 494 S 522 S 551 6 Sol 44 s 470 s 496 s 523 S 553 s 584 45 s 473 s 499 s 527 t 556 S 580 q6 s 477 s 503 s $30 S 560 S 591 47 s 460 s 506 t 534 1 563 s 595 48 S 484 s 510 s 537 s 567 s 598 49. s 467 s 513 1 541 s S70 1 601 50 s 489 s 517 S 544 - s 574 S 605 51 S 492 s 520 S 548 s 577 S 608 52 1 494 s 522 s 551 1 501 S 612 53 s 494 s 522 3 551 s 582 S 615 54 s 497 s 525 s 555 1 586 S 61V 55 s 501 1 329 s 558 1 589 S 622 56 s 504 s 532 s 562 s 593 S 626 5? s 508 1 536 s 565 1 596 S 629 51 s 511 S S39 S 569 s 600 S 633 59 s 515 S 543 s 572 1 603 S 636 60 S 518 s 546 s 575 3 607 S 640 61 S 520 s 549 s 579 S 610 t 643 62 s 522 s 551 t 582 s 614 It 647 63 S 522 3 551 S 582 s 615 S 650 64 s 525 s 555 s 566 S 619 S 653 65 S 529 s 556 s 589 S 622 S 657 66 i 532 s 1362 S $93 S 626 i 660 67 S 536 S 565 S 596 S 629 S 664 68 s 539 s 569 S 600 IS 633 S 667 69 t 543 s 572 1 603 s 636 S 671 70 S 546 It 575 s 607 s 640 s 674 71 s 549 s 579 1 610 s 643 s 670 72 S 551 S 562 s 614 s 647 S 681 73 It 551 S 532 S 615 s 645 s 685 74 s 553 s 584 s 617 s 652 S 688 75 S 556 s see S 621 S 655 S 692 ,. 76 S 560 s 591 s 624 t 659 s 695 2 s 563 s 595 s 627 1 662 E 699 78 i 567 s 598 E 631 s 666 E 702 79 s 570 s 601 i 634 ! 669 i 705 80 s 574 s 605 s 638 i 673 s 709 81 s 577 s 608 s 641 s 676 s T12 82 s 579 s 610 ! 643 ! 678 ! 716 A3 s 582 s 614 s 647 s 681 6 719 84 s 582 s 615 s 646 2 685 i 723 85 s 584 s 617 s 692 3 688 s 726 86 s 588 i 621 3 655 1 692 s 730 87 ! 591 s 624 1 659 s 699 s 733 88 s 595 ! 627 s 662 1 699 ! 737 89 s 598 s 631 s 666 s 702 s 740 90 s 601 s 634 8 669 s 705 s T44 91 s 605 ! 636 s 673 ! 709 s 747 92 E 607 s 640 s 674 s 711 6 751 93 E 610 s 641 s 678 8 714 s 754 94 2 612 s 645 i 679 1 718 i 757 95 s 614 s 647 1 683 s T11 s 761 96 s 615 s 650 s 686 s 725 E 764 197 1 619 s 653 s 600 1 726 d 760 98 s 622 5 657 s 693 1 731 s 711 99 E 626 s 660 s 697 s 735 s TT5 100 s 629 ! s 664 s Too s 738 s 776 101 s 631 s 666 1 702 s 740 E 782 102 E 634 s 669 s 705 1 744 s 755 103 s 638 s 673 s T09 s 747 s T89 104 s 640 s 674 s 711 s 751 t 792 105 1 643 s 678 s 714 s 754 E 796 106 s 645 1 679 8 718 1 757 s 799 107 s 647 s 663 1 T21 s 761 s 803 108 s 650 i 666 s 725 s 764 s 806 109 s 653 s 690 1 728 s 768 6 $09 110 E 657 i 693 s 711 s 771 E 813 114 s 659 s 695 s 733 ! 77J s' 816 2 i 662 s 699 s 737 s 7T7 E 820 3i 666 1 702 ! 740 1 Too E 823 s 667 s 704 i 742 4 783 E 827 115 s 671 s 707 s 145 s' 787 1 830 • 116 1 673 3 709 8 749 ! 790 s 834' 9Z011 Z16 1 U6 1 t49 s 6Z9 t 9S1 IZOI1 196 1 lt6 t 999 ! 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To not wear for other than City duties or work . 6. To notify supervisor of need to repa <<cc due to disrepair or severe staining producing an undesirable iripearance . 7 . To turn in all patches upon termination prior to receiving final check . 8 . To turn in all uniforms upon termination. 9 . To turn in all safety equipment upon termination . 10 . To wear all safety equipment prescribed by the City safety officer and supervisor of the division . ('� E. City Responsibilities - 1 . To furnish funding for the agreed to uniform allowances . 2 . To allow department heads to authorize additions to the basic allowances due to severity of work assignments and frequency of wearing out. 3. To provide and maintain one or more retail clothing outlets for the various allotments . City reserves the right to name vendor . 4. To make arrangements for the standard allotments to be of first- line quality work clothing. S . To maintain records of purchases . Forms -for uniform requests will be provided by the Finance Director. 6. To establish an expedient procedure for reimbursement tc, employees for uniforms purchased by cmployecs . F. Department Head Responsibilities - 1 . To direct and assure employee compl i^.iicc r►i t;i attire rules . 2 . To inspect clothing requested to he replaced . PON -2- Exhibit B CITY 01: IIIIN I•I NurON BEACH UNIFORM POLICY Effective 7- 1 -74 A. General - The City, in accordance with agreements now established , shall -Turnish uniforms to those personnel designated by the various department heads as required to wear a standard uniform for appearance , uniformity , and public recognition purposes , in the ' procedures and guidelines set forth hereinafter . B. Affected Personnel - All employees categorized as field working assignees shall wear a standard City adopted uniform . Color selection is a light blue shirt and dark blue trousers with appurtenances as described below . Each department head shall determine which group of employees must wear a uniform. C. Basic Uniform Components and Standard Allowances - 1 . Black safety toe shoes or boots as each assignment dictates. a . Two pair per year . b. Boots will be black , heavy duty and laced . 2 . Five short-sleeve shirts (light blue) the first year , three the second year , and then alternate five uniforms with three uniforms in subsequent years . 3 . Five trousers per year (dark blue) the first year , three the second year and then alternate five trousers with three trousers in subsequent years ; trousers are to have no cuffs . 4 . Dark blue jacket with removable liner , one per year . S . Four City departmental patches . G . Absolutely no allowance will be made for socks , underwear , etc . 7 . hard hats , foul weather gear , and steel - toed rubber boots to be furnished each employee with supervisor designated need . 8 . Special hazard gloves shall be furnishes] with supervisor designated need . 9. Safety glasses and face shields shall be furnished with supervisor designated need . 10 . Special uniforms shall be furnished. 11 . , Ear protectors , arm and shin guards , steel shoe caps , wood heat resistant soles , and other safety regulated equipment shall be furnished to supervisor designated employees . 12 . E I safety vests, shall be furnished ;rl .l employees having occasion to work within travelways . •, -1- Exhibit B 3 . To determine wear frequencies for employees having needs additional to basic allotment. 4 . To insist on replacements of deteriorated clothing with special attention to safety equipm ent and app arel . arel . S . To enforce a disciplinary program for repeated violations of employee regulations relative to cleanliness , uniform attire , or safety requirements . 6 . To demand and confirm receipt of turn in required equipment upon termination. G. Purchases and Exceptions 1 . Clothing shall be purchased at only those outlets as directed by City , unless prior approval is obtained due to size, out of stock, or special type of clothing problems which exist. 2 . Shoes or boots shall be purchased through standard outlets designated unless last creates discomfort or injury risk. 3. Safety glasses must be purchased only through designated outlet for City specified amount of dollars , with employee paying the cost for the examination by a private optometrist to obtain a prescription and cost of cosmetic lenses and frames . 4 . All safety and foul weather gear shall be purchased by the City. S. Uniform appearance : a . Patch to be worn above left shirt or jacket pocket. b . Pants to have no cuffs . c . Worn with pride in appearance to public; i .e. shirt buttoned , shirt tail tucked in , etc. 6 . Exceptions at discretion of department heads : a . Supervisors need not wear uniform ; however , in so electing , must pay for their own clothing. b . Employees who have foot deformities or conditions which do not allow wearing of safety- toed shoes shall wear external caps affording equal protection. C . Additional patches shall be furnished to equip the special clothing over the basic allotments . 7. Disposition of turned in clothing : a . The City shall determine a procedure as to disposition of turned in clothing . -3- Exhibit B 0 . Hni .form Pol icy f.or_Rocur_rent or Tempos a-vy Personnel - 1 . Recurrent employees who are required t,,) wear uitifornis shall be reimbursed $20 each toward uniform in ,September provided they have worked a minimum of (90) days . 2 . Temporary personnel are not entitled to uniform allowances . J y 4- i t s &C RESOLUTION NO. 3960 Adopted Oct. 7, 1974 PERSONNEL RULES TABLE OF CONTENTS Page No. RULE 1 - PURPOSE 1 RULE 2 - PRINCIPLES RULE 3 - GENERAL PROVISION 2 RULE 4 - DEFINITIONS 4-1. Acting Appointment 4-2 . Anniversary Date 4-3. Appellate Authority 4-4 . Appointing Authority 4-5. Appointment 4-6 . Board 4-7 . City 3 4-8. Class 4-9 . Classification Plan 4-10. Class Specifications 4-11 . Compensation Schedule 4-12. Competitive Service 4-13 . Continuous Service 4-14. Demotion 4-15 . Dismissal 4-16 . Eligible 4-17 . Employee 4-18 . Employment List 4-19 . Examination 4-20 . Just Cause 4 4-21. Layoff 4-22. Layoff List 4-23 , Leave 4-24v Original Appointment 4-25 . Overtime Work 4-26 . Part-Time , Competitive Position 4-27 . Part-Time , Noncompetitive Position 4-28 . Permanent Appointment 4-29 . Permanent Employee 5 4-30. Permanent Position 4-31 . Personnel Board 4-32. Personnel Requisition Form 4-33 • Personnel Transaction Form 4-34 . Position 4-35 . Position Assignment 4-36 Probation 4-37 . Probationary Employee 4-38 . Promotion 4-39. Promotional List 4-40 . Public Safety Employees f ' Page No. RULE 4 - DEFINITIONS (continued) 4-41. Reclassification 6 4-42. Recognized Employee Organization 4-43. Recurrent Employee 4-44 . Reduction 4-45. Reemployment 4-46. Regular Status 4-47 . Reinstatement 4-48 . Rejection 4-49. Relative by Blood or Marriage within the ,Third Degree 4-50. Release 4--51. Reprimand 4-52. Resignation 7 4-53. Review Procedure 4-54. Rules 4-55 . Salary Advancement 4-56. Salary Range 4-57 . Salary Rate 4-58 . Salary Step 4-59 . Suspension 4-60 . Temporary Position 4-61. Termination 4-62 . Transfer 4-63. Vacancy 4-64 . Workday 4-65. Work Schedule 4-66. Work Shift 8 4-67. Y-Rate RULE 5 - RECRUITMENT AND SELECTION PROCEDURE 5-1. Types of Appointments 5-2. Notice to Personnel Director 5-3 . Certification of Eligibles 5-4 . Order of Certification 5-5• Appointment 9 5-6 . Acting Appointment 5-7. Emergency Appointment 5-8 . Temporary/Part-Time Employment 5-9 . Medical Examination 10 5-10. Announcements 5-11. Application Forms 5-12. Disqualification 5-13. Nature and Types of Examinations 12 5-14 . Promotional Examinations 5-15 . Open-Competitive Examinations 5-16. Conduct; of Examinations 13 ii . RULE 5 - RECRUITMENT AND SELECTION PROCEDURE Page No. (continued) 5-17 • Scoring Examinations and Qualifying Scores 5-18. Notification of Examination- Results 5-19 Employment List 5-20. Duration of Employment Lists 5-21. Reemployment Lists 14 5-22 . Removal of Names from List 5-23. Promotion, Transfer or Reemployment . Physical Examinations 5-24 . Recurrent Employment 15 RULE 6 - TRANSFER, AND PROMOTION 6-1. Transfer 6-2. Advancement According to Merit and Ability 16 6-3. Advancement . Interference with 6-4. Promotion RULE 7 - DISCIPLINE 7-1. Discipline 7-2. Causes for Discipline 7-3• Demotion 19 7-4 . Suspension with Pay 20 7-5 • Suspension without Pay 21 7-6 . Dismissal 7-7 . Department Head Discipline and Dismissal 7-8. Investigation of Charges 22 Dismissal from Service . Effect 7-10 . Reinstatement RULE 8 - TERMINATION 23 8-1. Medical Examination. Evaluation of Employees 's Work Capacity . Demotion, Transfer or Termination of Appointment 8-2. Layoff. Grounds 24 8-3. Layoff in Accordance with Length of Service . Determina- tion of Length of Service. Professional, Scientific and Executive Classes 8-4 . Order of Layoff When Combined Scores Are Equal 25 8-5. Placing Names of Employees to Be Laid Off or Demoted on Reemployment Lists J_3 i Page No. RULE 8 - TERMINATION (continued) 8-6. Salary of Employee Certified to Position after Layoff of Demotion 8-7. Notice of Layoff. Election to Accept Layoff Prior to Effective Date 8-8. Restrictions on Appointments 8-9 . Assignment of Duties to Another 26 8-10. Resignation 8-11. Reemployment 8-12. Termination Checkout RULE 9 - PROBATION 9-2. Requirement. Length 9-3. Salary Advancement at Com- pletion of Probation 27 9-4 . Rejection of Probationary Employee RULE 10 - TRAINING FOR EMPLOYEES 10-1. Training. Type of 10-2. Credit for Training RULE 11 - OUTSIDE EMPLOYMENT 28 RULE 12 - CLASSIFIC,TION PLAN 12-1. Assigning Positions to Appro- priate Ranges and Pay Plan 12-2 . Creation of Plan 29 12-3. Adoption of Plan 12-4. Personnel Board. Hearings 12-5 . Reallocation or Reclassification of Positions 12-6 . Hearing on Allocation or Reallocation of Position 12-7. Status of Employee upon Reallocation of Position. Change 30 12-8 . Establishment of New Positions. Reports by Department Heads 12-9. Reclassification 12-10. Temporary Employees RULE 13 - COMPENSATION SCHEDULE 13-1. Policy 13-2 . Compensation Schedule 31 RULE 14 - ADDITIONAL PAY AND PAY ADJUSTMENT 14-1. Merit Salary Advancement 14-2 . Deferment 14-3. Merit Salary- Advancement Not Affected by Authority to Fix Salaries iv t Page No. RULE 14 - ADDITIONAL PAY AND PAY ADJUSTMENT (continued) 14-4. Cumulative Right to Merit Advancements 32 14=-5. Budget Provision for Salary Advancements 14-6. Salary Advancements to Meet Recruiting Problems or to Give Credit for Prior Service. Application for Other Advance- ments 14-7 . Authorization of Payment above Maximum Rate of Class 14-8. Overtime Compensation 14-9 . Compensation after Promotion 33 14-10. Compensation after Demotion 14-11. Reduction ' 34 14-12 . Standby Pay 14-13. Application of Pay Rate. Entire Compensation 14-14. Payroll Deductions RULE 15 - REPORTS AND RECORDS 35 15-1. Employee's Performance Report 15-2. Performance Evaluation 15-3. Change in Status Reports 36 15-4 . Personnel Rules 15-5 . Destruction of Records RULE 16 - NEPOTISM 16-1. Relatives . Appointment Prohibited 16-2. Supervisory Relationships 37 16-3. Relatives . Appointment Prohibited . 16-4 . Present Employees Exempted RULE 17 - DEPARTMENTAL RULES AND REGULATIONS RULE 18 - ATTENDANCE AND LEAVES 18-1. Attendance 18-2 Anniversary Date 18-3. Annual Vacation 18-4 . Vacation Allowance 38 18-5. Vacation. When Taken 18-6 . Holidays Occurring during Vacation 18-7. Terminal Vacation Pay 39 18-8. Sick Leave 18-9 . Sick Leave Allowance 18-10. Sick Leave Disallowed 18-11. Evidence of Need for Sick Leave 40 18-12. Extended Sick Leave 18-13. Illness Occurring during Vacation 18-14. Sick Leave upon Termination 41 18-15 . Payment of Dependent Health Insurance Premiums v Page No. RULE 18 - ATTENDANCE AND LEAVES (continued) 18-16. Industrial Accident Leave 18-17 . Industrial Accident . Report Required 42 18-18 . Industrial Accidents Requiring Medical Examination 18-19 . Maternity Leave 18-20. Leave of Absence without Pay 18-21. Restricted Duty Limitation 43 18-22 . Military Leave 44 18-23. Jury Duty 18-24. Reporting Absences 18-25 . Holiday Leave 45 18-26. Workweek 18-27. Work Shifts 46 18-28 . Work Schedule RULE 19 - GRIEVANCE PROCEDURE - NONDISCIPLINARY MATTERS 19-1. Purpose 19-2. Definition 19-3. Matters Excluded from Grievance Procedure 19-4 . Submission of Grievances 19-5 . Grievance Procedure 47 19-6 . Supplemental Hearing by Personnel Board 49 19-7. Grievance . Department Head RULE 20 - REVIEW PROCEDURE IN DISCIPLINARY MATTERS 20-1 . Purpose 20-2. Definition 20-3. Submission of Grievances 50 20-4 . Grievance Procedure 20-5 . Personnel Board 51 20-6. Supplemental Hearing by Personnel Board 20-7 . Appeals . Suspension, Demotion or Discharge 52 20-8 . Grievance . Department Head 20-9 . Employee Status Pending Final Determination RULE 21 - GRIEVANCE PROCEDURES -- GENERAL 21-1. Right to Representation 21-2 . Right of Appeal 21-3. Adverse Decisions 53 21-4 . Referral of Appeal Matters 21-5 . Resolution of Disputes 21-6. Procedures Mutually Exclusive 21-7 . Hearing Officers vi Page No. RULE 21 - GRIEVANCE PROCEDURES - GENERAL (continued) 21-8 . Hearing Officer and Reporter 21-9 . Authority to Compel Attendance of Witnesses 21-10. Limitation on Time 21-11. Time . Computation of 21-12. Time . Extension of 54 21-13. Memoranda of Agreement Given Precedence 21-14. Grievance Pay RULE 22 - REPEALS RULE 23 - SEVERASILITY vii RESOLUTION NO. 3960 A RESOLUTION OF THE` CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH' ADOPTING AMENDED RULES AND REGULATIONS GOVERNING PERSONNEL ACTIVITIES WITHIN SAID CITY WHEREAS, the City Council is authorized and directed, under the provisions of Article 183 , Chapter 18 of the Huntington Beach Ordinance Code , to adopt rules and regulations , as amended, for the administration of the personnel system created by the city Charter and said code , NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Huntington Beach does hereby adopt the following amended rules : RULE 1 PURPOSE The objectives of these rules are to facilitate efficient and economical service to the public and to provide a fair and suitable system of personnel management in the municipal government . These rules set forth, in detail, procedures to accomplish the following: to insure similar treatment for all who compete for employment and promotion; and to define obligations , rights, benefits and prohibitions on all city employees . At the same time , it is recognized that individuals differ, and that no rule or regulation may properly prescribe uniform conditions applicable to every individual circumstance . RULE 2 PRINCIPLES The intent of these rules is to recognize the following principles : the citizens of Huntington Beach have a right to expect that the city will employ the best qualified persons available ; that tenure of every city employee will depend upon need for the work performed, availability of funds , effective performance , proper personal conduct, and continuing fitness for his position; and that each employee will be encouraged and pre- pared to perform at his optimum level . 1. /cs Employees of the city have the right to be fully informed of expected performance, level of performance, promotion on the basis of merit and ability, reward for good performance, discipline for p poor performance, and protection from suspen- sion, demotion, or dismissal without ,just cause. RULE 3 GENERAL PROVISION FAIR EMPLOYMENT. City employment shall be based on merit . No appointment to, promotion to or removal from a position in the competitive service shall be affected or influenced in any manner by sex, race, color, creed, nationality, age, po- litical or religious opinion or affiliation, except as provided elsewhere in these rules . RULE 4 DEFINITIONS The following terms, whenever used in these rules, shall be construed as follows : 4-1 . ACTING APPOINTMENT. The appointment for a limited period, of a person to a position in a class for which no em- ployment list exists ; to a position in a higher class occupied by a permanent appointee on suspension; or to a position in a higher class occupied by a probationary or permanent appointee who is on authorized leave of absence; or occupying a position for which a vacancy exists . 4-2 . ANNIVERSARY DATE. The most recent date of- com- mencement of full-time employment with the city, unless the term "anniversary date" is used to describe merit salary step advancement date. 4-3 . APPELLATE AUTHORITY. Any person or board who has authority to hear an appeal as provided by these rules . 4-4 . APPOINTING AUTHORITY. Appointing authority shall mean a department head, with respect to personnel in his de- partment , or the officer or officers of the city designated by the city Charter to make appointment to a position. 4-5 . APPOINTMENT. The employment of a person in a position. 4-6 . BOARD. The Personnel Board established in ac- cordance with the city Charter. 2. 4-7 . CITY. The City of Huntington Beach, a municipal corporation. 4-8 . CLASS . A group of positions sufficiently simi- lar in duties, responsibilities , authority and minimum quali- fications to permit combining them under a single title, and to permit application of common standards of selection and compensation. 4-9 . CLASSIFICATION PLAN. The designation of a title for each class, together with the specifications for each class, as prepared and maintained by the Personnel Director with de- partmental input. 4-10 . CLASS SPECIFICATIONS. A written job description of a classification setting forth factors and conditions which are characteristic of positions in that classification. 4-11. COMPENSATION SCHEDULE. A listing of the titles and salary ranges for the classifications of an association. • 4-12. COMPETITIVE SERVICE. The positions and classi- fications which are included within the personnel system by ordinance, as provided by the city Charter. 4-13 . CONTINUOUS SERVICE . Employment without inter- ruption except for approved leaves of absence . 4-14 . DEMOTION. Changing an employee from one classi- fication to another which has a lower maximum rate of pay. 4-15 . DISMISSAL. The discharge of an employee from the competitive service by the appointing authority for cause . 4-16 . ELIGIBLE . A person qualified for appointment from an employment list . 4-17 . EMPLOYEE. Any individual occupying a position in the competitive service. 4-18. EMPLOYMENT LIST. A list of names of persons who have taken an examination for a position in a class in the com- petitive service and passed, and whose names are ranked on the list in the order of the score received. 4-19 . EXAMINATION. The process of testing, evaluating, investigating and determining the fitness and qualifications of applicants : 3 • kiOpen-competitive examination: one that is open to all persons meeting the minimum qualification for the class . Promotional examination: a test for a position in a particular class , limited to qualified employees in the competitive service . Continuous examination: an open-competitive examin- ation given periodically. The names of applicants achieving a passing grade shall be placed on an em- ployment list in the order of the scores received, and such list shall remain in effect for one (1) year from the date such list is prepared. 4-20 . JUST CAUSE. Cause , supported by substantial evi- dence, for a superior to take disciplinary action against a subordinate employee . 4-21. LAYOFF. Termination of an employee because of lack of funds or lack of work. 4-22 . LAYOFF LIST. A list containing the names , in the order of date of layoff, of permanent employees who have been laid off, 4-23 . LEAVE. Authorized or unauthorized absence from work. 4-24 . ORIGINAL APPOINTMENT. The appointment of an in- dividual to a vacant position in a probationary status after such individual has achieved a passing score on an open-com- petitive or contiguous examination. 4-25 . OVERTIME WORK. Working time in excess of an em- ployee 's assigned work time . 4-26. PART-TIME, COMPETITIVE POSITION. A position in which the employee regularly works less than forty (40) hours per week but not less than twenty (20) hours per week. 4-27 . PART-TIME, NONCOMPETITIVE POSITION. A position in which the employee regularly works less than twenty (20 ) hours per week. 4-28 . PERMANENT APPOINTMENT. The appointment of a person to a permanent position upon successful completion of probation, when applicable, which signifies satisfactory per- formance in the permanent position to which the employee is assigned. 4 . 4-24 . PERMANENT EMPLOYEE. An employee who has suc- cessfully completed a probation period in a permanent position. 4-30. PERMANENT POSITION. A full-time or part-time position, authorized in the budget, and expected to exist in- definitely. 4-31. PERSONNEL BOARD. A Board, created by Section 808 of the city Charter, to assist in personnel administration and to exercise those powers and duties set forth in said section of the Charter. 4-32 . PERSONNEL REQUISITION FORM. A two-part form, the first part used to initiate a request and obtain required approvals to hire a permanent, part-time or recurrent employee; the second part is subsequently used to implement the appointment of an applicant selected for the position. 4-33. PERSONNEL TRANSACTION FORM. A multipurpose form used for processing changes in an employee' s salary rate, trans- fers, promotions , leaves, terminations and other matters con- templated within these rules . 4-34 . POSITION. Any office or employment (whether part time or full time, temporary or permanent, occupied or vacant ) involving the performance of certain duties by an em- ployee . 4-35 • POSITION ASSIGNMENT. The assignment of a single position to its proper class in accordance with duties performed and the authority, and responsibility exercised. 4-36 . PROBATION. A working-test period during which an employee ib required to demonstrate his ability and capacity to perform the duties of the position to which he has been ap- pointed. 4-37 • PROBATIONARY EMPLOYEE. An employee holding a probationary appointment to a permanent position. 4-38. PROMOTION. Changing an employee from one classi- fication to another which has a higher maximum rate of pay. 4-39 • PROMOTIONAL LIST. An employment list established after the administration of a promotional examination. 4-40. PUBLIC SAFETY EMPLOYEES. Those employees desig- nated as public safety employees by the Public Employees' Re- tirement System. 5• 4-41 . RECLASSIFICATION. The reassignment of a position from one class to a different class after reevaluation of the minimum qualifications , duties , authority and responsibilities of the position. 4-42 . RECOGNIZED EMPLOYEE ORGANIZATION. Any organi- zation which includes employees of the city and which has as one of its primary purposes representing such employees in their employment relations with the city. 4-43. RECURRENT EMPLOYEE. An employee whose employ- ment is not permanent but who may work full time or part time as determined by the department needs and is paid on an hourly basis . 4-44 . REDUCTION. A salary decrease within the limits of the pay range established for a class, or resulting from an increase to other classifications in the same range. 4-45. REEMPLOYMENT. Employment without examination of a former permanent employee pursuant to these rules . 4-46 . REGULAR STATUS. The status of any employee holding a permanent appointment . 4-47. REINSTATEMENT. Return of an employee to his former position in the competitive service within one (1) year after layoff, or at any time after successful appeal of a sus- pension, demotion or dismissal. 4-48 . REJECTION. The separation of an employee from the service during his probationary period. 4-49. RELATIVE BY BLOOD OR MARRIAGE WITHIN THE THIRD DEGREE. All of the following relationships are within the third degree : children, parents , grandchildren, brothers, sisters, grandparents , great grandchildren, nephews, nieces, uncles , aunts and great grandparents . 4-50 . RELEASE. The return of an employee to his former position in the competitive service after such employee has failed to complete a promotional probationary period success- fully. 4-51. REPRIMAND. A verbal or written reproof, ad- ministered to an employee as a disciplinary measure, for an infraction of the rules hereinafter set forth in this reso- lution. 6. 4-52. RESIGNATION. Termination of employment at the employee 's request . 4-53. REVIEW PROCEDURE. The rules and procedures governing the review of personnel disciplinary matters and the interpretation or application of these rules . 4-54 . RULES. Rules and regulations for the compet- itive service of the City of Huntington Beach as embodied in this resolution. 4-55 • SALARY ADVANCEMENT. A salary increase of one or more steps within the limits of a salary range established for a class.. 4-56 . SALARY RANGE. The range of salary rates for a class as set forth in the compensation plan. 4-57. SALARY RATE. Dollar amount of each step in a salary range or the flat amount for a class having no salary range , designated as compensation for services rendered. 4-58. SALARY STEP. The minimum to maximum increments of • a salary range . 4-59 . SUSPENSION. A temporary removal from duty, with or without pay of an employee for disciplinary purposes or for the purpose of investigating accusations brought against an employee. 4-60. TEMPORARY POSITION. A full-time or part-time position which shall exist for limited time . 4-61. TERMINATION. Separation from the competitive service . 4-62 . TRANSFER. A change of an employee from one department or division to another. 4-63. VACANCY. A budgeted position unoccupied by a probationary or regular employee. 4-64 . WORKDAY. The number of hours an employee in each position is required to work as set forth in these rules . 4-65 . WORK SCHEDULE. The assignment of a position to a work shift or a series of work shifts in a seven (7) calendar day period. 7. 4-66 . WORK SHIFT. The number of regular working hours assigned to each position or class , as more specifically set forth in these rules . 4-67. Y-RATE. A rate of pay above the maximum of the range for a classification. RULE 5 RECRUITMENT AND SELECTION PROCEDURE 5-1. TYPES OF APPOINTMENTS. All vacancies in the competitive service shall be filled by reemployment, promotion, demotion, transfer, reinstatement or from appropriate employ- ment lists , if available , certified by the Personnel Director. 5-2 . NOTICE TO PERSONNEL DIRECTOR. Whenever a va- cancy occurs in the competitive service and is to be filled, the appointing authority shall immediately notify the Personnel Director. The Personnel Director shall investigate and inform the appointing authority of the availability of personnel for reemployment, reinstatement, transfer, demotion, promotion, or of eligibles named on appropriate employment lists . 5-3 . CERTIFICATION OF ELIGIBLES . The appointing authority shall indicate whether it is desirable to fill the vacancy by reemployment, reinstatement , transfer, promotion or demotion, or the use of an appropriate employment list . If appointment is to be made from an employment, promotional or reemployment list, the names of the top five (5) eligibles in order of score achieved, willing to accept appointment, shall be certified. 5-4 . ORDER OF CERTIFICATION. Whenever certifica- tion is to be made , the eligibility lists , if active and not exhausted, shall be used in the following order: (a) Promotional list (b) Reemployment list (c ) Employment list If fewer than five (5) names of persons willing to accept appointment are on the list from which certification is to be made, then additional eligibles shall be certified from the various lists next lower in order of preference until five (5) names are certified. If there are fewer than five (5) names on such lists , there shall be certified the number thereon. In such case, the appointing authority may demand certification of five (5) names and examinations shall be conducted until five (5) names may be certified. The appointing authority shall fill the position by the appointment of one of the per- sons certified. 8 . 5-5 . APPOINTMENT. In the appointment of employees other than department heads, the department head shall make appointments from among those certified by the Personnel Di- rector, and shall immediately notify the Personnel Director of the person or persons selected. The department head shall then notify the person appointed in writing, and if the appli- cant accepts the appointment and presents himself for duty within such period of time as the department head shall pre- scribe, he shall be deemed to be appointed. Otherwise, he shall be deemed to have declined the appointment, and the next eligible in order shall be notified. This procedure shall be followed until the position has been filled. 5-6 . ACTING APPOINTMENT. When there is no employ- ment list from which a position may be filled, the department head may fill such position by an acting appointment. Such acting appointment shall continue only until eligibles are available from an appropriate employment list, and provided that such appointment does not exceed the probationary period for the class EXCEPT that on recommendation of the appointing authority, with the approval of the Personnel Director, an acting appointment may be continued for the life of such po- sition. An appropriate employment list shall be established _ for each class to which an acting appointment is made within six (6) months from the date of the vacancy, and providing further that no special credit shall be allowed in meeting any qualifications or in giving any test or in the establish- ment of any employment or promotional list for service ren- dered under an acting appointment. 5-7. EMERGENCY APPOINTMENT. To meet the immediate requirements of an emergency situation which threatens public life and public property , the City Council, or any elected official with appointing authority, or department head of the city may employ such persons as may be needed for the dura- tion of such emergency notwithstanding these rules and regu- lations affecting appointment . As soon as possible such ap- pointment shall be reported to the City Administrator, the City Council and Personnel Director. Any emergency appoint- ment which lasts in excess of six (6) months shall be reviewed by the Personnel Director. 5-8 . TEMPORARY/PART-TIME EMPLOYMENT. No person shall be employed temporarily in a permanent, or part-time position except as provided herein: (a) When the work assignment is of short duration, or when it is anticipated that the position will soon be abolished. 9. (b) As a substitute for a regular employee who is tem- porarily absent from his position. (c ) When it is impossible to recruit an appointee meeting the standards for permanent employment . A temporary appointment shall not exceed six (6) months and the department head, with notice to the Personnel Director, may terminate a temporary appointment at his discretion. 5-9 . MEDICAL EXAMINATION. Prior to appointment, eligibles selected by the appointing authority shall be re- quired to pass a medical examination, and may be required to participate in a psychological evaluation, as may be prescribed. The Personnel Director shall select a licensed, medical doctor (and licensed clinical psychologist, when desirable) , actively practicing, to perform the examination, the cost of which shall be borne by the city. If an eligible is disqualified by a medical or psychological examination, his name shall be deleted from the list of eligibles . 5-10. ANNOUNCEMENTS. All examinations for classes in the competitive service shall be publicized by posting announcements in the civic center on official bulletin boards, and by such other methods as the Personnel Director and de- partment head deem advisable . The announcements shall specify the title and pay range of the class for which the examination is announced, the nature of the work to be performed, prep- aration required or desirable for the performance of the work of the class, the dates , time, place and manner of making ap- plication, and other pertinent information. 5-11 . APPLICATION FORMS. Application shall be made as prescribed in the examination announcement. Application forms, provided by the Personnel Director, shall require in- formation covering training, experience and other pertinent information, and applicants may be required to furnish cer- tificates deemed necessary by the Personnel Director and de- partment head. All applications shall be fully completed, signed and dated by the applicant . Applications shall be retained on file in the office of the Personnel Director for a period not to exceed one (1) year. 5-12 . DISQUALIFICATION. The Personnel Director may reject the application of, may refuse to examine or, after examination may refuse to declare as an eligible or may with- hold or withdraw from certification, prior to appointment, any- one who comes under any of the following categories : 10. (a) Lacks any of the requirements established for the examination or position for which he applies . (b) Is physically or mentally so disabled as to be ren- dered unfit to perform the duties of the position to which he seeks appointment . (c ) Is addicted to the use of intoxicating beverages to excess . (d) Is addicted to the use of narcotics or habit-forming drugs , or uses illegally dangerous drugs . (e) Has been convicted of a felony, or convicted of a misdemeanor involving moral turpitude . (f) Has been guilty of infamous or notoriously disgrace- ful conduct . (g) Has been dismissed from any position for any cause which would be a cause for dismissal from the competitive serv- ice . (h) Has resigned from any position not in good standing or in order to avoid dismissal. (i) Has intentionally attempted to practice any decep- tion or fraud in his application, in his examination or in se- curing his eligibility. (j ) Has waived appointment three (3) times after certi- fication from the same employment list. (k) Has been discharged from the armed forces of the United States under conditions other than honorable. (1) Refuses to execute an oath as may be prescribed by law. (m) Has used or attempted to use any personal or politi- cal influence to further his eligibility or appointment . Whenever an application is rejected, notice of such re- jection together with a statement of reason for rejection shall be mailed to the applicant by the Personnel Director. Applications shall be marked at the time of receipt in the Personnel Director's office with the date and hour of the day. Applications postmarked or received after the date and hour specified in the examination announcement shall be rejected. � 11. With the approval of the Personnel Director, persons whose applications have been rejected because they were incomplete may amend their applications . However, such amendments must be made before the time of an examination. The time for filing applications may be extended or re- opened by the Personnel Director as the needs of the service require, provided posted notice is given. No person taking part in preparing, conducting or holding examinations shall be permitted to fill out an application or be an applicant for such examination. 5-13 . NATURE AND TYPES OF EXAMINATIONS. The selec- tion technique used in the examination process shall be impar- tial, of a practical nature and shall relate to those subjects which, in the opinion of the Personnel Director and department head, fairly measure the relative capacity of persons examined to execute the duties and responsibilities of the position to which they seek appointment . Examinations shall consist of selection techniques which will test fairly the qualifications of candidates such as , but not necessarily limited to, achieve- ment and aptitude tests , other written tests, personal inter- views , performance tests , physical agility tests , evaluation of daily work performance, work samples, medical examinations or any combination thereof. 5-14. PROMOTIONAL EXAMINATIONS . Promotional exam- inations may be conducted whenever, in the opinion of the Per- sonnel Director, after consultation with the department head, the need of the service so requires ; provided, however, a pro- motional examination may not be given unless there are two (2) or more candidates eligible for each position to be filled. Only employees who meet the requirements for the vacant po- sition may compete in promotional examinations . Promotional examinations may include any of the selection techniques, or any combination thereof, mentioned in Section 5-13 . Additional factors including, but not limited to, performance rating and length of service may be considered. A promotional employment list shall be established after the administration of a promo- tional examination, and such list shall consist of at least two (2) names of eligibles . 5-15 . OPEN-COMPETITIVE EXAMINATIONS . For classes of positions for which the Personnel Director finds it dif- ficult to maintain adequate eligible lists he may receive applications, conduct examinations, and create employment lists continuously. The names of eligibles who took the same or a comparable examination on different dates may be ranked for purposes of certification in the order of final scores . 12. Eligibility from an open-competitive examination may be deemed to be established as of the date of examination. Such exam- inations may include any of the selection techniques, or any combination thereof, mentioned in Section 5-13 hereof. Per- manent employees, as well as the general public, who meet the requirements set forth in the announcement, may compete in open-competitive examinations . 5-16 . CONDUCT OF EXAMINATION. The Personnel Direc- tor shall determine the manner and methods and by whom exam- inations shall be prepared and administered, after consultation with the department head. The Personnel Director, with ap- proval of the City Council, may contract with any competent agency or individual for preparation and administration of examinations . In the absence of such contract, the Personnel Director, or his designated representative, shall perform such duties. The Personnel Director shall arrange for the use of appropriate facilities and equipment for conducting examinations, and shall render such assistance as shall be required with respect thereto. 5-17 . SCORING EXAMINATIONS AND QUALIFYING SCORES. The final score of each person competing in any examination shall be determined by the weighted average of the grades on all phases of the examination, according to the weights for each phase established in advance of the giving of the exami- nation and published as a part of the announcement of the examination. The Personnel Director and department head may set minimum qualifying ratings for each phase of the examination and may provide that competitors failing to achieve such scores in any phase shall be disqualified from any further participation in the examination. 5-18 . NOTIFICATION OF EXAMINATION RESULTS. Each candidate in an examination shall be given written notice of the results thereof as soon as practicable, and if passing, shall be advised of the final earned score and rank on the appropriate employment list . 5-19. EMPLOYMENT LIST. As soon as possible after the completion of an examination, the Personnel Director shall prepare and keep available an employment list consisting of the names of eligibles who qualified in the examination, ar- ranged in order of score . 5-20 . DURATION OF EMPLOYMENT LISTS. Employment lists, other than those resulting from an open-competitive examination, shall remain in effect for one (1) year from the date of the last examination, unless sooner exhausted. Such lists may be extended prior to expiration date by the Personnel Director, 13 . when requested by the department head, for additional periods but in no event shall an employment list remain in effect for more than two (2) years . Employment lists created as a result of an open-compet- itive examination shall remain in effect for not more than one (1) year from the date of the last examination, unless sooner exhausted. Names placed on such lists shall be merged with others already on the list in order of scores. 5-21. REEMPLOYMENT LISTS. For each class there shall be maintained a general reemployment list consisting of the names of all persons who have occupied positions with proba- tionary or permanent status in the class and who have been laid off or demoted in lieu of layoff. Such names shall be placed on the list in the order of competency and length of service from highest to lowest, and shall remain thereon for a period of one (1) year unless such persons are reemployed sooner. Within one (1) year from the date of his resignation in good standing, or his voluntary demotion, the name of an employee who had probationary or permanent status may be placed on the general reemployment list at his request, and shall remain on such list for a period not to exceed one (1) year from the date of his request. When a reemployment list is to be used to fill vacancies, the Personnel Director shall certify the names of eligibles therefrom from the top of such list, and the department head may appoint such eligibles to fill such vacancies . 5-22 . REMOVAL OF NAMES FROM LIST. The name of any person on an employment, reemployment or .promotional list shall be removed by the Personnel Director at the written request of the eligible; if the eligible fails to respond in writing, or by verbal communication, to a notice of certification mailed to the address supplied by him to the Personnel Director; or if such eligible has been certified for appointment three (3) times and has not been appointed. The person affected shall be notified of the removal of his name by notice mailed to his last known address . The names of persons on promotional employment lists who resign from the service shall automatically be deleted from such lists. 5-23. PROMOTION, TRANSFER OR REEMPLOYMENT. PHYSICAL EXAMINATIONS. In order to be eligible for promotion or trans- fer to a ,job class in a category requiring greater physical or mental qualifications , any employee may be required to take a 14 . Physical examination or participate in a psychological evalu- ation to determine if he is physically and mentally able to per- form the duties of such position. Any person considered for reemployment may be required to pass an appropriate physical examination and when desirable, participate in a psychological evaluation. All physical and psychological tests , required under this section, shall be performed by a licensed physician approved by the Personnel Director, and the cost thereof borne by the city . 5-24. RECURRENT EMPLOYMENT. There are a number of positions where manpower requirements are sporadic, seasonal and recurrent . In these situations employees are called to work on an as-needed basis, frequently from a roster of individuals available and qualified for such work. There is no time limit insofar as a total period of time over which an employee may work on a recurrent basis . Recurrent appointments shall not be used on a continuing basis to fill full-time positions . RULE 6 TRANSFER AND PROMOTION 6-1. TRANSFER. After notice by the department head to the Personnel Director, and written notice to the employee, an employee may be transferred from one position to another in the same or comparable class in the same department . If the transfer involves a change from the jurisdiction of one depart- ment to another, both department heads must consent thereto unless the transfer is necessary for the purpose of economy and efficiency . A transfer from one department to another may be initiated at the written request of the employee to the Personnel Director. A new probationary period shall be established for an em- ployee who transfers at his own request . A transfer shall not be used to effect promotion, demotion, reduction or termination, each of which may be accomplished only as provided in these rules . A department head may temporarily assign an employee within his department to duties either related or unrelated to his position where the interests of the city so require . 15. r �. 6-2 ADVANCEMENT ACCORDING TO MERIT AND ABILITY. The City Council, each department head and employee shall encour- age economy and efficiency in and devotion to the competitive service by encouraging promotional advancement of employees showing willingness and ability to perform efficiently serv- ices assigned them, and every person in the competitive serv- ice shall be permitted to advance according to merit and ability. 6-3. ADVANCEMENT. INTERFERENCE WITH. No employee in the city shall discourage or in any manner hinder or pre- vent any other employee from taking any examination or taking any other action which he deems beneficial to himself. 6-4. PROMOTION. Vacancies in positions shall be filled insofar as consistent with the best interests of the city from among employees holding positions in appropriate classes, and appropriate promotional lists shall be established to facili- tate this purpose, as prescribed in Section 5-14. Open-com- petitive examinations shall be held when, in the judgment of the department head and the Personnel Director, such exami- nations will produce eligible lists with more highly-skilled, qualified candidates. RULE 7 DISCIPLINE 7-1 . DISCIPLINE. The tenure of every city employee shall be based on reasonable standards of job performance and personal and professional conduct . Failure or refusal to meet these standards shall constitute just cause for disciplinary action. All employees shall be subject to disciplinary action up to and including dismissal for any one or more of the causes or grounds for discipline set forth in these rules . Disciplinary action is not primarily intended to be puni- tive but rather to maintain the efficiency and integrity of the city service. When considering disciplinary action, the supervisor shall consider, among other things , the nature and severity of the offense and the employee's prior record. 7-2 . CAUSES FOR DISCIPLINE. Each of the following constitutes cause or grounds for discipline of an employee, or person whose name appears on any employment list: (1) Any violation of the rules set forth in this reso- lution. 16. `NW, (2) Malfeasance, misfeasance, or nonfeasance of office or employment. (3) Fraud in securing appointment . (4 ) Incompetency . (5) Inefficiency. (6) Inexcusable neglect of duty . (7) Insubordination. (8) Dishonesty with or lying to his superiors, or others . (9) Failing or refusing to answer questions put to him by his superiors in connection with any matter related to his employment or to the city, including his compliance or non- compliance with these rules . (10) Conflict of interest whether contractual or noncon- tractual, financial or nonfinancial . (11) Drunkenness on duty . (12 ) Addiction to the use of narcotics or habit-forming drugs , or illegal use of dangerous drugs. (13) Unexcused absence without leave . (14 ) Conviction of a felony or conviction of a misdemeanor involving moral turpitude . A plea or verdict of guilty, or a conviction following a plea of nolo contendere, to a charge of a felony or any offense involving moral turpitude is deemed to be a conviction within the meaning of this section. (15) Participating in a strike, work stoppage, slowdown, or using or attempting to use sick leave to accomplish the same purpose as a strike, work stoppage, or slowdown. (16 ) Defrauding the city by making false claims for com- pensation or benefits or reimbursements . (17 ) Making a false industrial accident claim against the city. (18) Improper political activity which prevents him or other city employees from the efficient performance of his or their employment with the city or has a disruptive effect on the efficiency or integrity of the city service or the department in which such employee is employed. 17 . (19) Failure or refusal to cooperate with supervisory personnel or other employees when failure to do so is inimi- cal to the efficiency of the city service. (20) Misuse or misappropriation of city property or funds. (21) Gambling for money or articles of value on city property or during employee 's working hours . (22) Tardiness . (23) Abuse of sick leave privileges by reporting sick when not sick or obtaining sick leave pay falsely or under false pretenses. (24) Refusal to take and subscribe any oath or affirmation which is required by law or these rules in connection with his employment . (25 ) Refusing to report on official call in an emergency. (26) Violation of departmental rules and regulations duly promulgated in accordance with these rules . (27) Intentionally misrepresenting information or facts in any statement, declaration or affidavit duly required of an employee under these rules . (28 ) Engaging in, with or without compensation, any em- ployment, activity, or enterprise, or performing any act, or omission which is clearly inconsistent, incompatible, in conflict with, or inimical to his duties as an employee, or the best interests of the city, or with the duties , functions , responsi- bilities or efficiency of the department in which he is employed or the city service . Q9) Any conduct , act or omission either during or, out- side of duty hours which is 'of such nature that it causes dis- credit to his department or his employment , or which conduct, act or omission has a disruptive effect on the efficiency or integrity of the public service. (30) Any dishonest or wrongful conduct or cheating, whether by act or omission, during or outside duty hours, which is incompatible with or reflects unfavorably upon the employee' s employment with the city . (31) Asking, receiving, or agreeing to receive any bribe, gratuity or reward of any kind upon any understanding that his 18. action shall be influenced thereby , or shall be given in any particular manner, or upon any particular question or matter upon which he may be required to act in his capacity as a city employee ; or attempting by menace, deceit, suppression of truth, or any corrupt means to influence another employee to commit any act, conduct or omission which is clearly inconsistent, incom- patible, in conflict with, or inimical to the best interests of the city. (32) The employee' s earnings have been subjected within a twelve (12) month period to garnishments for the satisfac- tion of more than one ,judgment . (33 ) No employee, while giving his deposition or testifying in an adversary court proceeding, shall give any expert opinion on behalf of the city' s adversary party. Behavior contrary to that prescribed in this rule shall constitute a conflict of interest. Every employee who is noticed for deposition or is sub- poenaed, called or requested to testify at a trial in which the city is a party shall immediately, upon receipt of such notice, subpoena, call or request , notify his department head or superior, and the office of the City Attorney. No employee shall meet, confer or discuss with any party and/or such party's attorney any matters in any pending litigation or trial in which the city is a party without first giving notice of such intended meeting, conference or discussion to his department head or supervisor, and the office of the City Attorney . The City Attorney, or a member of his staff, shall be in attendance at any such meeting, conference or discussion for the purpose of protecting the city' s interest unless , in the judgment of the City Attorney or a member of his staff, such attendance is not necessary under the circumstances. Such employee shall not discuss with the city' s adversary party or his counsel the case or any matter related to pending or proposed litigation in which the city is a party, without the presence of the city' s legal counsel. This subrule does not apply to any city employee who is the city' s adversary party in litigation. 7-3 . DEMOTION. No employee shall be demoted to a position for which he does not possess the minimum qualifi- cations . In those instances where demotion has not been re- quested by the employee , written notice of such demotion shall be given to the Personnel Director by the department head at least seven (7) calendar days prior to the effective date of the demotion, and to the employee at least three (3) days prior to said date. 19. (a) Involuntary Demotion. An employee may be demoted: (1) When his standard of performance falls below that set for his particular class ; (2) When he becomes physically or mentally Inca- pable of performing the duties of his position; (3) For disciplinary purposes; or (4) In lieu of layoff. (b) Voluntary Demotion. An employee may request a vol- untary demotion for any reason. Such voluntary demotion shall require the approval of his department head and that of the head of the department to which the employee will be assigned, and the City Administrator. An employee requesting voluntary demotion may be placed at any salary step of the appropriate salary schedule which does not provide an increase in pay. Such employee shall serve for six (6) months in a probationary status and receive a new merit adjustment date for the pur- pose of performance evaluation. No employee may obtain a de- motion to a position for which no vacancy exists . Cc) Demotion in Lieu of Layoff. Where a vacancy exists in the competitive service, and in lieu of being laid off, an employee may elect demotion to: (a) any class with the same or a lower maximum salary substantially as that in which he had served under permanent or probationary status ; or (b) a class in the same line of work as the class layoff, but of . lesser responsibility, if such class exists and is designated by the Personnel Director. Whenever such a demotion requires a layoff in the elected class , the seniority score for the demoted employee shall be recomputed in that class . The Per- sonnel Director shall notify the employee in the notice of layoff of the classes to which he has the right to demote . To be considered for demotion in lieu of layoff, an employee must notify the Personnel Director in writing of his election not later than five (5) calendar days after receiving notice of layoff. Any employee demoted pursuant to this subsection shall receive the maximum of the salary range of the class to which he is demoted; provided, that such salary is not greater than the salary he received at the time of demotion. 7-4 . SUSPENSION WITH PAY. An employee may be sus- pended with pay by a department head, or. in the case of a department head, by the City Administrator, with immediate notification to the Personnel Director, for a period not to exceed thirty (30) days where an investigation is being conducted 20. %w.+, .,✓ to determine the validity of charges against such employee or department head. If the charges against the employee or de- partment head are found to be valid, and if the employee or department head is dismissed from the service in accordance with the provisions of these rules and regulations, the amount paid such employee or department head while under suspension, pursuant to this section, shall be deducted from terminal monies due such employee or department head. 7-5 . SUSPENSION WITHOUT PAY. A department head, or any person authorized by him, may suspend without pay an em- ployee for one or more of the causes for discipline specified in Section 7-2 of this rule by notifying the employee in writing of the action, pending service upon him of a formal, written notice . Such action is valid only if formal, written notice, meeting the requirements set out herein, is served on the em- ployee and filed with the Personnel Director as soon as possible after the effective date of the disciplinary action. The formal notice shall be served upon the employee personally or by mail and shall include : (a) a statement of the nature of the dis- ciplinary action; (b ) the effective date of the action; and (c) a statement in ordinary and concise language of the grounds for suspension. 7-6 . DISMISSAL. A department head, or any person authorized by him, may dismiss an employee for one or more of the causes for discipline specified in Section 7-2 of this rule by notifying the employee in writing of the action, Pend- ing service upon him of a formal, written notice. Such action is valid only if formal written notice, meeting the require- ments set out herein, is served on the employee and filed with the Personnel Director as soon as possible after the effective date of the disciplinary action. The formal notice shall be served on the employee personally or by mail and shall include: (a) a statement of the nature of the disciplinary action; (b) the effective date of the action; and (c) a statement in ordinary and concise language of the grounds for dismissal. The suspension of an employee under Section 7-5 above shall not preclude the dismissal of such employee under this section. 7-7. DEPARTMENT HEAD DISCIPLINE AND DISMISSAL. A de- partment head in the competitive service may be suspended, demoted or dismissed by the City Administrator, as provided by Section 604 (a) of the Charter, for any one or more of the causes for discipline specified in Section 7-2 of this rule, subject to the grievance procedure set forth in Rule 20 of this resolution. 21. 7-8 . INVESTIGATION OF CHARGES. The appointing author- ity shall have the power to investigate, or cause to be in- vestigated, the activities or conduct of any employee under his charge which reasonably constitutes a cause for discipline under these rules . The appointing authority shall have the power to compel the attendance at any investigatory meeting of any witness , whether or not such witness is an employee, and to administer oaths or affirmations in conjunction there- with. 7-9. DISMISSAL FROM SERVICE. EFFECT. Dismissal of an employee from the service shall: (a) Constitute a dismissal as of the same date from any and all positions which the employee may hold in the com- petitive service. (b) Result in the automatic removal of the employee 's name from any and all employment lists on which it may appear. (e ) Terminate the salary of the employee as of the date of dismissal except that he shall be ,paid any earned but un- paid salary, and paid for any and all unused and accumulated vacation, sick leave, as provided in Section 18-14 hereof, or overtime to his credit as of the date of dismissal. Where an appeal is taken to the appellate authority from an order of dismissal, the vacancy in the position shall be considered a temporary vacancy pending final action by the appellate authority and the department head, and may be filled only by a temporary or provisional appointment. 7-10. REINSTATEMENT. An employee who has been demoted or dismissed may be reinstated to his former position as a result of a successful appeal. In such event, the employee shall be returned to his former position and shall be entitled to any salary and benefits lost as a result of disciplinary action. Provided, however, that whenever the appellate authority revokes or modifies a disciplinary action and orders that the employee be returned to his former or a comparable position, it shall direct the payment of salary and benefits to the em- ployee for such period of time as the appellate authority finds the disciplinary action was improperly in effect. Salary or benefits shall not be authorized or paid for any portion of a period of disciplinary action that the em- ployee was not ready, able and willing to perform the duties 22. of his position, whether such disciplinary action is valid or not or the causes on which it is based state facts suffi- cient to constitute cause for discipline. From any such salary there shall be deducted compensa- tion that the employee earned, or might reasonably have earned, during any period commencing more than six (6) months after the initial date of the suspension. RULE 8 TERMINATION 8-1. MEDICAL EXAMINATION. EVALUATION OF EMPLOYEE'S WORK CAPACITY. DEMOTION, TRANSFER OR TERMINATION OF APPOINT- MENT. In accordance with these rules , the department head may require an employee to submit to a medical examination or psychological evaluation to assess the capacity of the employee to perform the work of his position. The employee may designate one or more physicians to consult with the de- partment head and with the physician selected by the Person- nel Director concerning the need for and advisability of a medical examination before it is made . The Personnel Director may also designate one or more physicians to conduct the exam- ination when it is required. When requested by the employee, the Personnel Director shall provide a list of three (3) phy- sicians from which the employee may select the physician to be designated by the Personnel Director to do the examination. Fees for the examination shall be paid by the city. The employee may submit medical or other evidence to the examining physician and to the department head. The department head, after con- sidering the medical report , the physician' s recommendation and other pertinent information, shall make a decision, based on such report and Information, that the employee is or is not able to perform the work of his present position. If the department head determines that the employee is able to perform the work of another position, including one of less than full time, the department head may demote or transfer the employee to such a position. The employee demoted or transferred pursuant to this section shall receive the maximum of the salary range of the class to which he is demoted or transferred, provided that such salary is not greater than the salary he received at the time of his demotion or transfer. When the department head determines upon the findings of the medical report and the physician's recommendation that the employee is permanently unable to perform the work of his 23 . present position, or when, in the ,judgment of the Personnel Director, it is determined that the employee is unable to perform the functions of any other position in the competitive service, or that there are no positions available in which to place such employee, and the employee is not eligible or elects not to accept disability or service retirement, the department head may terminate the appointment of the employee. The employee shall be given written notice of termination fifteen (15) days prior to the effective date of such termination. 8-2 . LAYOFF. GROUNDS. Whenever it is necessary be- cause of lack of work or funds to reduce the staff of a city department, a department head may lay off employees pursuant to these rules and regulations. Whenever an employee is to be separated from the compet- itive service because the tasks he was assigned are to be eliminated or substantially changed due to management-initi- ated changes , including but not limited to automation or other technological changes, it is the policy of the city that steps shall be taken on an interdepartmental basis to assist such employee in locating, preparing to qualify for, and being placed in other positions in the competitive service . This shall not be construed as a restriction on the city government in effecting economies or in making organizational or other changes to in- crease efficiency. 8-3. LAYOFF IN ACCORDANCE WITH LENGTH OF SERVICE. DETERMINATION OF LENGTH OF SERVICE. PROFESSIONAL, SCIENTIF- IC AND EXECUTIVE CLASSES. Layoff shall be made in accordance with the relative length of service of the employees in the class .of layoff, provided, however, that no permanent employee shall be laid off until all temporary, acting and probationary employees in the competitive service holding positions in the same class in the same department are first laid off. Except as otherwise provided in this part, in determining length of service scores, one point shall be allowed for each complete month of full-time service in the class of layoff or demotion and in classes that, at the time notice of layoff is given, have the same or a higher maximum salary. One-half point shall be allowed for each complete month of full-time service in all other classes. For professional, scientific, administrative, management, and executive classes , employee efficiency shall be combined with length of service in determining the order of layoff and the order of names on reemployment lists . Standards and meth- ods of determining competency may vary for different classes, and shall take into consideration the needs of the competi- tive service and practice in private industry and other pub- it employment . 24 . 8--4 . ORDER OF LAYOFF WHEN COMBINED SCORES ARE EQUAL. As between two or more employees having the same layoff score, the order of layoff shall be determined by giving preference for retention in the following sequence: (1) employee with greatest total calendar time in the class in which the lay- off is being made and in classes with the same or higher max- imum salary; (2) employee with greatest total calendar time in city service; and (3) employee whose name is drawn by lot . As between two or more employees in a professional, sci- entific , administrative , management or executive class having the same layoff score, the employee who has the lower rating for current performance shall be laid off first . If distinc- tion cannot be made between two or more such employees with the same score by this means , the other preference provided in this rule shall apply. 8-5 . PLACING NAMES OF EMPLOYEES TO BE LAID OFF OR DEMOTED ON REEMPLOYMENT LISTS. The names of employees to be laid off or demoted shall be placed upon an appropriate reem- ployment list and upon the general reemployment list for the class from which the employees were laid off or demoted. Such names may also be placed upon the general reemployment list for such other appropriate classes as the Personnel Director deter- mines . 8-6 . SALARY OF EMPLOYEE CERTIFIED TO POSITION AFTER LAYOFF OR DEMOTION. An employee who is certified to a position in a class after layoff, or demotion in lieu of layoff, shall receive not less than the same step in the salary range as he received in the position in that class prior to such layoff or demotion. 8-7. NOTICE OF LAYOFF. ELECTION TO ACCEPT LAYOFF PRIOR TO EFFECTIVE DATE. An employee compensated on a semi- monthly basis shall be notified that he is to be laid off fifteen (15) days prior to the effective date of layoff and not more than sixty (60) days after the date of the length- of-service computation The notice of layoff shall be in writing and shall contain the reason or reasons for the lay- off. The employee to be laid off may elect to accept such layoff prior to the effective date thereof, and should noti- fy the department head and the Personnel Director orally or in writing of such election. 8-8. RESTRICTIONS ON APPOINTMENTS. Upon recommenda- tion of the Personnel Director, the methods of appointment available to the department head may be restricted if such restriction is deemed necessary in the placement in other com- petitive service positions of employees whose positions have 25 been or are about to be changed substantially or eliminated by management-initiated changes . 8-9 . ASSIGNMENT OF DUTIES TO ANOTHER. The duties performed by any employee laid off may be assigned to any other employee or employees holding positions in appropriate classes . 8-10. RESIGNATION. An employee who wishes to leave the competitive service shall give at least two (2) weeks written notice to his department head, stating the effective date of separation and reasons for leaving; provided, however, that such two-week notice. may be waived if approved by the department head. The resignation shall be forwarded to the Personnel Director with an evaluation of the work performance of the employee by the department head as well as other pertinent information concerning the cause of resignation. Failure to comply with this rule shall be entered in the service record of the employee and may result in denying future employment to such employee by the city . The department head shall immediately report to the Personnel Director any resignation without proper notice. 8-11. REEMPLOYMENT. With the approval of the Personnel Director, an employee who has resigned in good standing ,from the competitive service may be reemployed to his former po- sition, if vacant, or to a vacant position in the same or a comparable class within one Cl) year from date of resignation. 8-12. TERMINATION CHECKOUT. An employee who terminates for any reason shall not receive his final check until he has turned in to his supervisor all city-owned equipment, including his city identification card and has cleared with his supervisor the disposition of any clothing provided by the City. RULE , 9 PROBATION 9-1 . OBJECT OF PROBATIONARY PERIOD. The probationary period shall be regarded as part of the testing process and shall be utilized for closely observing the employee's work; for securing the most effective adjustment of an employee to his position; or for reviewing any probationary employee whose performance does not meet the required standards of the job to which he was appointed. 9-2 . REQUIREMENT. LENGTH. An appointment from an employment list or promotional list is not permanent until ff satisfactory completion of a probationary period of not less 26. than six (6) months or more than one Cl) year. In cases where the original probationary period is less than one (:l) year, the department head, in his sole and unlimited discretion, may extend such probationary period from time to time, but in no event shall the total probationary period and extensions thereof exceed one (1) year. Such extension shall be noted in the employee 's personnel record. 9-3 . SALARY ADVANCEMENT AT COMPLETION OF PROBATION. When a probationary employee on Step "A" completes slx (6) months in service as such probationary employee, provided such per- formance has met the standards for the position which he occu- pies , he shall receive a salary advancement to Step "B." Such employee ' s anniversary date, for purposes of future merit step increases shall be the date of advancement to Step "B," unless such further advancement is deferred in accordance with Rule 14-2 . 9-4 . REJECTION OF PROBATIONARY EMPLOYEE. During the probationary period, or any extension thereof, an employee may be rejected at any time by the department head without cause and without the right of appeal. Notification of re- jection in writing shall be furnished the prsobationary employee, and a copy shall be filed with the department head and the Personnel Director. RULE 10 TRAINING FOR EMPLOYEES 10-1 . TRAINING. TYPE OF. The city encourages the ' improvement of service of employees by providing opportunity for training, including training for advancement and for gen- eral fitness for public service. Responsibility for Bevel- , oping programs for training employees shall be assumed jointly by the Personnel Director and department heads . Such: train- ing programs may include lecture courses, demonstrations, assignment of reading matter or such other devices as may be available for the purpose of improving the effectiveness and broadening the knowledge of municipal officers and employees in the performance of their respective duties . 10-2. CREDIT FOR TRAINING. Participation in, and suc- cessful completion of special training courses may be considered in effecting adjustments and promotions. Evidence of such training shall be submitted by the employee to his department head, who in turn shall forward such information to the Personnel Director for inclusion in the employee's personnel file. 27 . `"`oe RULE 11 OUTSIDE EMPLOYMENT An employee in the competitive service may not engage in employment other than his job with the city except with the written approval of his department head, and only if such employment does not interfere with the performance of assigned duties and does not constitute a conflict of interest. Prior to doing any outside work or engaging in any out- side business activity, pursuant to written permission from his department head, all employees shall be required to sign a waiver of any rights they may have under Section 4850 of the Labor Code of the State of California for compensation in case of any injury or illness sustained during such out- side employment or business activity, or any aggravation of, any injury or illness which was sustained while on regular duty by, through or during such outside employment or busi- ness activity. Such waiver shall be on forms provided by the, Personnel Director. Sick leave shall not be used to recover from an illness or injury which results from any outside employment engaged in by the employee. RULE 12 CLASSIFICATION PLAN 12-1. ASSIGNING POSITIONS TO APPROPRIATE RANGES AND PAY PLANS. Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: (a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. (b) Substantially the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants . (c) Substantially the same test of fitness may be used in choosing qualified applicants . (d) The same schedule of compensation can be made to apply with equity. 28 . 12-2. CREATION OF PLAN. The Personnel Director, or an agency designated by him, shall be responsible for preparing and maintaining class specifications for all positions . The plan shall include, but not be limited to, a descriptive title and a definition outlining the scope of duties and responsibilities for each class of position. 12-3. ADOPTION OF PLAN. Before the classification plan or any part thereof shall become effective, it shall first be approved by the Personnel Board. Upon adoption by the City Council by resolution, the provisions of the classification plan shall be observed in the handling of all personnel rules and activities . 12-4 . PERSONNEL BOARD. HEARINGS. The classification plan, or any amendment or revision thereto, shall be recom- mended to the City Council by the Personnel Board following a public hearing thereon before such Board, duly noticed in writing at least ten (10) days prior to such hearing to de- partment heads and recognized employee organizations, and posted on official bulletin boards in the civic center. The City Council shall either adopt or reject such plan, amendments or revisions thereto, and if rejected, Council shall refer such plan, amendments or revisions , back to the Personnel Board with reasons for rejection, and its recommendations thereon. Additional public hearing, or hearings, shall be held by the Board on such recommendations prior to retransmittal to Council. The Council shall adopt no classification plan, or any amendment or revision thereto, until such plan, amendment or revision has first been the subject matter of a public hearing before the Personnel Board. 12-5 . REALLOCATION OR RECLASSIFICATION OF POSITIONS. From time to time as deemed necessary, the Personnel Direc- tor and department head may recommend and the Personnel Board may establish additional classes and divide, combine, alter, or abolish existing classes . When such actions are taken the Board shall determine in each instance whether positions affected are to be reallocated to another class or classes after taking into account the duties and responsibilities, qualifications, performance standards , and other related criteria before and after the change and shall determine the status of the proba- tionary and permanent employees affected. 12-6 . HEARING ON ALLOCATION OR REALLOCATION OF PO- SITION. Reasonable opportunity to be heard shall be provided by the Board to any employee affected by the allocation or re- allocation of his position. 29. ti..y01 12-7 . STATUS OF EMPLOYEE UPON REALLOCATION OF POSITION. CHANGE. Upon the reallocation of a position, other than by action of the Board under Section 12-5 hereof, the incumbent of the position shall not thereby gain status in the new class . Change in status of the incumbent may be accomplished only in accordance with the appropriate sections of this part and these rules relating to layoff, transfer, demotion or promotion. 12-8 . ESTABLISHMENT OF NEW POSITIONS. REPORTS BY DE- PARTMENT HEADS. Positions in the competitive service may be established by the respective department heads, subject to budgetary authorization and the availability of funds. Each department head shall promptly report to the Personnel Direc- tor for transmittal to the Personnel Board his intention to establish new positions in order that such positions may be classified and allocated, and shall so report material changes in the duties of any position in his ,jurisdiction. No per- son shall be appointed or employed to fill any new position until the classification plan shall have been amended to pro- vide an appropriate employment list established for such po- sition. 12-9. RECLASSIFICATION. Positions, the duties of which have changed materially so that reclassification becomes nec- essary, shall be allocated by the Personnel Director to a more appropriate class , whether new or already in existence. Reclas- sification shall not be used for the purpose of avoiding re- strictions surrounding demotions or promotions . 12-10. TEMPORARY EMPLOYEES. A position which is not authorized in the budget and which shall exist for not longer than six (6) months in any one fiscal year shall be consid- ered temporary. Employees occupying temporary positions shall not be included in the competitive service and shall not be subject to these rules and regulations . The wages, hours and working conditions for temporary employees shall be prescribed by the Personnel Director and department head according to the needs of the city and its respective departments . RULE 13 COMPENSATION SCHEDULE 13-1. POLICY. It is hereby declared that it is the policy of the city that salary ranges shall be set for classi- fications and not the individual who occupies a position in such classification; that the salary range for each classi- 30. fication is based on the principle that like salaries shall be paid for comparable duties and responsibilities ; that the performance of the individual shall not be considered; and that the compensation schedule shall not be used to take pu- nitive or disciplinary action against any employee or to re- ward any employee , or to circumvent the provisions of these personnel rules. 13-2. COMPENSATION SCHEDULE. The Personnel Director shall be responsible for providing compensation schedules to deflect salary adjustments and shall provide amended schedules from time to' time as necessary to reflect changes subsequent to meet and confer with appropriate associations . RULE 14 ADDITIONAL PAY AND PAY ADJUSTMENT 14-1. MERIT SALARY ADVANCEMENT. Any employee, includ- ing a probationary employee, who has completed one year's service in any salary step above Step "A, " provided his per- formance reports indicate that he has met the standards for the position, shall receive a salary advancement to the next higher step. 14-2 . DEFERMENT. When, in the judgment of the appoint- ing authority, the performance of an employee has not met the standards for the position which he occupies, he shall not receive the salary advancement described in Section 14-1 above . The appointing authority may defer his recommendation for merit salary advancement for periods of three (3) months each pending additional performance evaluations and reports . During each such three (3) month period a performance evaluation and report shall be made by the appointing authority . When the employee' s per- formance is up to standard, as reflected in such reports, he shall then receive a salary advancement to the next higher step . The employee shall then be eligible for his next merit salary advancement within the range one year from the effective date he receives the salary advancement under this Rule 14-2 . 14-3 . MERIT SALARY ADVANCEMENTS NOT AFFECTED BY AUTHOR- ITY TO FIX SALARIES . Merit salary advancements shall be made for employees in accordance with this rule, notwithstanding the power now or hereafter conferred on any authority to fix or approve the fixing of salaries , unless there is not suf- ficient money available for the purpose, and in such event, the Director of Finance shall so certify. 31• 14-4 . CUMULATIVE RIGHT TO MERIT ADVANCEMENTS. The right of an employee to merit salary advancements, except as provided in Section 14-2, is cumulative for a period not to exceed two (2) years and he shall not, in the event of an in- sufficiency in the fiscal budget, lose his right to such ad- vancements for the intermediate steps to which he may be entitled for such period. 14-5 . BUDGET PROVISION FOR SALARY ADVANCEMENTS. In submitting budgetary requirements to the Director of Finance each department head shall carefully estimate and call atten- tion to the need for money sufficient to provide for merit salary advancements for the employees under his jurisdiction. 14-6. SALARY ADVANCEMENTS TO MEET RECRUITING PROBLEMS OR TO GIVE CREDIT FOR PRIOR SERVICE. APPLICATION FOR OTHER ADVANCEMENTS. The Personnel Director may authorize payment at any step above the minimum salary rate to classes or po- sitions in order to meet recruiting problems, to obtain a person who has extraordinary qualifications, to correct salary ineq- uities resulting from actions by department heads , or to give credit for prior city service in connection with appointments, promotions , reinstatements, transfers, reclassifications, or demotions . Other salary adjustments within the salary range for the class may be made by the Personnel. Board, upon application by the department head, transmitted to the Board by the Personnel Director, together with his recommendation. Advancements within the salary range authorized by this rule may be either permanent or temporary, and may be effective as of the date of application for such change . 14-7 . AUTHORIZATION OF PAYMENT ABOVE MAXIMUM RATE OF CLASS. Employees in a particular class shall receive a sal- ary within the limits established for that class; provided that when a position has been reclassified to a lower class or the salary range or salary rate of the class is reduced, the Board may authorize the payment to an employee of a rate above the maximum of the class . During such time as an em- ployee 's salary remains above the maximum rate of pay for his class , he shall not receive further salary increases. 14-8 . OVERTIME COMPENSATION. Overtime shall be any time in excess of the basic work shift . The basic work shift is eight (8 ) hours with some exceptions where employees are working twenty-four (24 ) , twelve (12) , and ten (10) hour shifts. Employees shall be compensated for overtime at the hourly equivalent of their monthly salary rate, or by equivalent com- pensatory time off, except that Fire Department personnel on 32. emergency call shall be compensated at the hourly equivalent of the appropriate salary rate based on a forty ( 40) hour week . Compensatory time may be accumulated to a maximum of 120 hours . All other time in excess of the basic workweek shall be paid overtime, or allowed compensatory time up to a maximum of 120 hours . Department heads and key personnel, listed by classifi- cation in Addendum I hereof, shall not be eligible for over- time compensation. Time off for such employees may be granted by the City Administrator and department heads, respectively . Overtime and compensatory time are subject to compliance with provisions of the Fair Labor Standards Act . 14-9 . COMPENSATION AFTER PROMOTION. A permanent or probationary employee who is promoted to another classification with a higher maximum rate of pay than his current position shall receive a minimum increase equivalent to one step. In cases of a promotion from the salary schedule of one pay plan to ,the salary schedule of another where the steps are not similar, the step of the new classification that provides a minimum increase of 5 percent shall be assigned. Exceptions to the above guidelines shall be made when a larger increase must be given to place the employee at "A" step of the classification to which he is being promoted or when a lesser increase must be given to limit the employee to "E" step of the classification to which he is being promoted. An employee who, on his merit adjustment date, is also promoted to a classification with a higher maximum shall first receive any merit salary adjustment for which he is eligible and then his minimum adjustment under this rule . Acting appointments to higher positions shall be compensated in like fashion. 14-10 . COMPENSATION AFTER DEMOTION. Any employee who is demoted because his standard of performance falls below reasonable standards set for his particular class , and any employee who has been demoted for disciplinary purposes shall be placed in the step of the lower salary range that will provide a pay decrease of not less than two (2) ranges . Such employees shall be given a new merit adjustment date for pay increase purposes . The provisions of this section shall not apply to demotion in lieu of layoff or demotion under Sec- tion 8-1 after medical examination. 33• 14-11. REDUCTION. Any employee whose performance falls below reasonable, minimum standards, set for his position by the appointing authority, may be given a reduction in pay where substantial evidence exists supporting such action and the following procedure is followed: (a) The employee 's appointing authority shall cause to be served upon such employee a written notice, with copy to the Personnel Director, advising such employee that his per- formance is below reasonable, minimum standards, stating spe- cifically in what way his performance is substandard, and setting forth what is expected of the employee to bring his performance up to such minimum standards . Such notice shall further state that unless the employee brings his performance up to such minimum standards within a stated period of time, not less than sixty (60 ) days or more than six (6) months after the date such notice is served on him, such employee may be. given a reduction. in pay. (b) If such employee does not bring the level of his performance up to such minimum standards during such noticed period of time the employee 's appointing authority may, at the conclusion of such time period, reduce the employee's pay. (c ) The application of this section shall not limit the application of Rule 7 to such employee. 14-12 . STANDBY PAY. Any off-duty employee assigned by his department head to standby duty shall be paid for two (2) hours at his current rate of compensation in addition to time worked, if any, while on such standby duty. If an employee is assigned standby duty on a city holiday, such employee shall be paid for three (3) hours in addition to time worked, if any, while on standby assignment . 14-13. APPLICATION OF PAY RATE. ENTIRE COMPENSATION. Unless otherwise indicated in the compensation plan, the rates of pay set forth represent the total compensation in every form except for overtime pay . Each employee shall be paid at one of the established steps in the salary range for his class unless the Personnel Board, in accordance with provi- sions set out in Section 14-6, authorizes a rate above the maximum of the class . 14-14 . PAYROLL DEDUCTIONS. Employees may authorize the following deductions from their pay: (a) Group insurance premiums . 34 . Cb) Loans or savings in the Employees ' Credit Union. (c ) Contributions to a charitable program approved by the city. (d) Recognized employee association dues . (e ) Other deductions approved by the City Administrator. RULE 15 REPORTS AND RECORDS 15-1. EMPLOYEE'S PERFORMANCE REPORT. Each appointing authority or supervisor having immediate charge of an employee or group of employees, shall make or cause to be made, on forms provided by the Personnel Director, performance reports for all individuals in the competitive service under his charge. The employee performance report shall be prepared not later than fifteen (15) days preceding the conclusion of_six (6) months service after regular appointment from an employ- ment list, and after any change in status of any employee in the competitive service . An employee performance report shall be prepared not later than fifteen (15) days preceding the conclusion of twelve (12) months service, and annually there- after. Performance reports shall be considered in promotional examinations and actions relating to merit adjustments, trans- fer, demotion, or other changes affecting the status of an em- ployee. 15-2 . PERFORMANCE EVALUATION. Performance evaluation shall be governed by the followings (a) The evaluation of work performance provides recog- nition for effective performance and identifies aspects of performance which could be improved. (b) Performance evaluation is a continuing responsibility of all appointing authorities and supervisors, and appointing authorities and supervisors shall discuss performance informally with each employee as often as necessary to insure effective performance throughout the year. (c ) Each appointing authority or supervisor shall com- plete the employee performance report in triplicate and shall discuss with the employee his overall work performance at least once in each twelve (12) calendar months following the end of his probationary period for the purpose of informing the employee of the caliber of his work, helping the employee recognize areas where performance could be improved and developing with the employee a plan for accomplishing such improvement. 35. (d) Performance reports shall be signed and dated by the appointing authority, the supervisor and employee . The original form shall be filed in the employee 's official per- sonnel file, and a copy shall be kept by the appointing au- thorities or supervisors of the respective .departments . A copy shall be given to the employee . (e) An appeal from a performance report may be made by an employee. 15-3 . CHANGE IN STATUS REPORTS. Every appointment, transfer, promotion, demotion, merit adjustment, change in salary rate or any other temporary or permanent change in status of employees shall be reported to the Personnel Di- rector in the manner prescribed by him. 15-4 . PERSONNEL FILES. The Personnel Director 'shall insure that a personnel file and service record card for each employee in the competitive service is maintained showing the name, title of position held, department to which assigned, salary, changes in employment status and other pertinent in- formation. Such files shall be confidential and shall not be open to inspection of any person except under the follow- ing circumstances : (a) When connected with the city service, such file may be inspected by the appointing authority. (b ) With written permission from the employee . (c ) When required by law. 15-5 . DESTRUCTION OF RECORDS. The personnel record of any person employed by the city shall be kept for a period of not less than five (5) years after termination. RULE 16 NEPOTISM 16-1. RELATIVES. APPOINTMENT PROHIBITED. The City Council shall not appoint to a salaried position under the city government any person who is a relative by blood or mar- riage within the third degree of any one or more of the mem- bers of such City Council, nor shall the City Administrator or any department head or other officer having appointive power appoint any relative of his or of any council member within such degree to any such position. 36• 16-2 . SUPERVISORY RELATIONSHIPS. Persons related by blood or marriage within the third degree shall not report to the same supervisor nor shall such relatives supervise one another. 16-3. RELATIVES . APPOINTMENT PROHIBITED. Persons related by blood or marriage within the third degree shall not be employed in positions which provide one of them access to confi- dential and privileged information which should not be available to the other related party . 16-4 . PRESENT EMPLOYEES EXEMPTED. This rule shall not affect persons related by blood or marriage within the third degree who are in the city 's employ on the effective date of this resolution. RULE 17 DEPARTMENTAL RULES AND REGULATIONS Department heads may establish and promulgate rules and regulations , filed with the Personnel Director, which shall govern employees in such departments . Such rules and regu- lations shall not be inconsistent with the rules and regula- tions contained herein. Employees in the respective depart- ments shall be furnished a copy of such rules and regulations so that they may be aware of special requirements , prohibitions and standards of conduct . RULE 18 ATTENDANCE AND LEAVES 18-1 . ATTENDANCE. Employees shall be in attendance in accordance with these rules and regulations governing hours of work, leaves and holidays . All departments shall maintain daily attendance records for employees which shall be reported to the Finance Director on the form and dates specified by him. 18-2 . ANNIVERSARY DATE. For the purpose of computing vacation and sick leave, an employee 's anniversary date shall be the most recent date on which he commenced full-time, city employment . 18-3 . ANNUAL VACATION. The purpose of annual vacation is to provide a rest period which will enable each employee to return to work physically and mentally refreshed. All em- ployees shall be entitled to annual vacation with pay EXCEPT the following: 37• (a) Employees who have not completed six (6) months continuous service with the city . (b ) Employees who work less than full time . (c ) Employees on leave of absence. 18-4 . VACATION ALLOWANCE . Permanent employees in city service, having an average work week of forty. (40) hours, shall accrue annual vacations with pay in accordance with the following: (a) For the first five (5) years of continuous service vacation time will be accrued at the rate of 96 hours per year. (b) After five (5) years of continuous service to the com- pletion of ten (10) years of continuous service vacation time will be accrued at the rate of 112 hours per year. (c) After ten (10) years of continuous service to the completion of fifteen (15 ) years of continuous service vacation time will be accrued at the rate of 128 hours per year. (d) After fifteen (15) years of continuous service vacation time will be accrued at the rate of 160 hours per year. No vacation may be taken until the completion of six (6) months of service . Permanent, part-time employees assigned a work schedule of less than 2080 and more than 1040 hours per year shall receive vacation in one-half the amounts set forth above. Permanent employees, having an average work week of fifty- six (56) hours, shall receive annual vacations with pay in a manner corresponding to that earned by permanent employees working the standard, forty (40) hour week. 18-5 . VACATION. WHEN TAKEN. No employee shall be per- mitted to take a vacation in excess of actual time earned and vacation shall not be accrued in excess of 320 hours . Vaca- tions shall be taken only with permission of the department head; however, the department head shall schedule all vacations with due consideration for the wish of the employee and par- ticular regard for the need of the department. 18-6 . HOLIDAYS OCCURRING DURING VACATION. In the event one or more municipal holidays falls within a vacation period, such day or days shall not be charged against the vacation allowance, but the vacation may be extended accordingly. 38. 18-7 . TERMINAL VACATION PAY. No employee shall be paid for unused vacation other than upon termination of employment at which time such terminating employee shall receive compen- sation at his current salary rate for all unused, earned va- cation to which he is entitled up to and including the effec- tive date of his termination. 18-8 . SICK LEAVE. As used in this rule, "sick leave" means the necessary absence from duty of an employee because of: (a) His illness or injury. (b) His exposure to contagious disease . (c ) His dental, eye, and other physical or medical exam- ination or treatment by a licensed practitioner. (d) His required attendance, not to exceed a total of five (5) days in any calendar year, upon his ill or injured spouse, child, or stepchild residing in the immediate house- hold of the employee . 18-9 . SICK LEAVE ALLOWANCE. Probationary and perma- nent employees shall accrue sick leave at the rate of eight (8) hours a month, or any major portion thereof. Permanent, part-time employees , assigned a work schedule of less than 2080 hours per year, shall accrue sick leave at the rate of four (4) hours per month, or any major portion thereof. No limitation shall be placed on the number of hours which may be accumulated, and sick leave may be earned from the origi- nal date of employment . An employee who has exhausted his sick leave may, in lieu thereof, substitute accrued vacation or any earned compensatory time off. Credit shall be given for each pay period worked by the employee. There shall be no accrual of sick leave hours for the period of time an employee is on a non-pay status for a complete pay period. 18-10 . SICK LEAVE DISALLOWED. No employee shall use sick leave for any of the following: (a) Disability or illness arising out of or sustained while engaged in outside work or business activity. (b) Because of intoxication or recovery therefrom. 39. (c ) Because of use of narcotics or other habit-forming drugs , or recovery from the use thereof, unless such narcotics or drugs have been prescribed for the employee's use by a licensed practitioner. 18-11 . EVIDENCE OF NEED FOR SICK LEAVE. The department head shall approve sick leave only after having ascertained that the absence was for an authorized reason. He may require the employee to submit substantiating evidence including, but not limited to, a physician's certificate and/or an affidavit on a form prescribed by the department head and approved by the Personnel Director. If the department head does not consider the evidence adequate, he shall disapprove the request for sick leave, and indicate on the payroll form that such absence shall be uncompensated and charged to lost time . A department head may impose additional disciplinary measures , including dismissal from the competitive service, when any employee fraudulently obtains sick leave or abuses the sick leave privilege . 18-12 . EXTENDED SICK LEAVE. On written request of a permanent employee, the department head may give written author- ization for leave of absence without pay for any necessary period provided: (a) The employee has exhausted all vacation, compensatory time off and sick leave to his credit . (b) The employee has furnished his department head a certificate from the attending physician stating the nature of the illness and the estimated time necessary for recovery. In the case of department heads such authorization may be given by the City Administrator. Prior to resuming his duties , the employee may be required to submit to a physical examination at the expense of the city. The employee 's personnel record and the result of such medical examination shall determine the employee's fitness to return to work.. 18-13 . ILLNESS OCCURRING DURING VACATION. An employee who becomes ill or sustains an injury while on vacation may have such time charged against his earned sick leave provided: (a) Immediately upon return to duty, the employee sub- mits to his department head a written request for sick leave, accompanied by a statement from his attending physician de- scribing the nature of the illness or injury and confirming the dates on which the illness or injury occurred. 4o. (b ) With the department head's approval, such time shall be entered on the departmental payroll form as sick leave. 18-14 . SICK LEAVE UPON TERMINATION. Upon termination all employees shall be paid, at their current salary rate, for twenty-five percent (25%) of unused, earned sick leave from 488 through 720 hours, and for fifty percent (50%) of all unused, earned sick leave of 728 hours or more . 18-15 . PAYMENT OF DEPENDENT HEALTH INSURANCE PREMIUMS. The City of Huntington Beach will pay the premiums for dependent health insurance for those employees of the city who have accu- mulated 480 or more hours of unused sick leave on or after September 1, 1969 . The use of all or part of such sick leave after the ac- cumulation of said 480 or more hours shall not terminate or suspend the employee 's privilege to have such premiums paid by the city. 18-16 . INDUSTRIAL ACCIDENT LEAVE. Whenever any city employee, who is not entitled to leave of absence in lieu of temporary disability payments under Section 4850 of the Cali- fornia Labor Code, but who is a member of the Public Employees Retirement System, is disabled, whether temporarily or perma- nently, by injury or illness arising out of and in the course of his employment, he shall be entitled, regardless of his period of service with the city, to leave of absence while so disabled without loss of salary, in lieu of temporary disability payments, if any, which would be payable under Chapter 2, entitled "Com- pensation Schedules" , commencing at Section 4550 et seq. of the California Labor Code, for the period of such disability but not exceeding one year, or until such earlier date as he is retired on permanent disability pension. The payments which, except for the provisions of this section, the insurer would be obligated to make as disability indemnity to the injured or ill employee, the insurer shall pay to the city. Without limiting the generality of the foregoing paragraph, the employee 's salary shall be paid by the city to the employee as provided by the foregoing paragraph, during the waiting period required by law in all cases where sickness or injury is compensable under state law. City may require the Workmen's Compensation Appeals Board of the State of California to determine in any case, and the Appeals Board shall determine whether or not the disability referred to in this section arose out of and occurred in the 41. course of employment . The Appeals Board shall also in any dis- puted case determine when such disability exists . Any period of time during which an employee is required to be absent from his employment by reason of an injury or illness for which he is entitled to receive temporary disability compensation under the provisions of Division 4 of the Labor Code of the State of California is not a break in his continuous service for the purpose of his right to salary adjustments , sick leave, vacation, or length of service computation. 18-17 . INDUSTRIAL ACCIDENT. REPORT REQUIRED. Any on- the-job injury or accident shall be reported by the injured employee, if able to do so, to the department head or employee 's immediate supervisor within twenty-four (24) hours after oc- currence thereof. A written report shall be completed, reviewed by the department head and forwarded to the Personnel Director, on forms prescribed by him. Failure to file written report, after having been directed to do so, if the employee is able to do so, may be grounds for disciplinary action. 18-18. INDUSTRIAL ACCIDENTS REQUIRING MEDICAL EXAMINA- TION. The Personnel Director may designate a physician and require an employee to submit to a medical examination when such employee is absent from duty, as a result of an indus- trial accident, for a longer period of time than that required for immediate, emergency medical attention. 18-19. MATERNITY LEAVE. A female employee shall be entitled to a leave of absence without pay for a total of six (6) months for inability to work due to pregnancy . Employee will be entitled to use available sick leave during this period. Said leave shall be requested in writing from the department head. A written notification from the employee ' s attending physician must state the last date the employee may 'work and estimated duration of leave. The employee must obtain written authorization to return to work from her physician. Said- authorization shall be filed with the Personnel Director. 18-20. LEAVE OF ABSENCE WITHOUT PAY. The following provisions shall apply only to those permanent employees en- titled to vacations : (a) Ninety--Calendar Days s or Less . Upon written recom - mendation of the department head, the ,Personnel Director may grant special leaves of absence without pay for a period not to exceed ninety (90) calendar days . Acceptance of other per- manent employment while on such leave shall constitute resig- nation from the competitive service . 42 . (b ) Over Ninety Calendar Days . The City Administrator may authorize special leaves of absence with or without pay in excess of ninety (90 ) calendar days . A leave granted under subsections (a) or (b) above as- sures to the employee the right to return to his position. 18-21. RESTRICTED DUTY LIMITATION. Any employee who has been temporarily disabled as a result of injury or ill- ness may return to work in a restricted duty capacity subject to the following provisions : (a) When an employee suffers an injury or illness which is compensable under the California Workmen's Compensation laws , such employee may return to work on a restricted duty status for a period not to exceed one (1) calendar year from the date of such injury or illness upon receipt of a release from the attending physician and subject to the approval of the department head. Such return to duty is discretionary with the department head and subject to the availability of limited duty work. The department head shall notify the Per- sonnel Director prior to approving return to limited duty status . (1) In the event the employee is unable to return to normal duty at the end of one (1) calendar year, he shall be required to accept disability retirement under the terms of the California Workmen's Compensation laws and the Public Employees ' Retirement System. (2) In the event the employee on disability retire- ment should recover from the disability to the extent of be- ing able to return to his normal duties, he may be reinstated to the department upon recommendation of the department head, satisfactory completion of a medical examination by the city' s physician, and the approval of the City Administrator. The reinstated employee shall be entitled to an anniversary date adjusted by the amount of time in disability retirement status . (b) When an employee suffers an injury or illness which is not compensable under the California Workmen's Compensa- tion laws , such employee may return to work on a restricted duty status for a period not to exceed six (6) calendar months from the date of such injury or illness upon receipt of a re- lease from the attending physician and subject to the approval of the department head. Such return to duty is discretionary with the department head and subject to the availability of limited duty work. The department head shall notify the Per- sonnel Director prior to approving return to limited duty status . 43. (1) In the event the employee is unable to return to his normal duties at the end of six (6) calendar months , he may apply for a nonpaid leave of absence not to exceed six (6) calendar months . Such nonpaid leave shall be subject to the approval of the department head and the City Administra- tor. (2) In the event the employee is unable to return to full duty status at the end of his six (6) months nonpaid leave he shall be subject to compulsory . retirement from the department and city . (3) In the event the employee fully and permanently recovers from this disability within three (3) calendar years from the date of retirement, he may apply for reinstatement to the department upon recommendation of the department head, satisfactory completion of a medical examination by the city' s physician, and the approval of the City Administrator. The reinstated employee shall be entitled to an anniversary date adjusted by the amount of time in disability retirement status . 18-22 . MILITARY LEAVE. Military leave shall be granted in accordance with Sections 395 et seq. of the Military and Veterans Code, and amendments thereto, and other applicable provisions of state law. Any employee applying for military leave shall give his department head, within the limits of military regulations , an opportunity to determine when such leave shall be taken. A copy of the employee 's military orders shall be furnished the department head prior to beginning any such leave . 18-23. JURY DUTY. Employees who are summoned to attend court to serve as witnesses , or who perform ,jury service shall be entitled to their regular compensation while serving provided the fees , except mileage and subsistence allowance, if any, which they receive as ,jurors or witnesses , are remitted to the city. 18-24. REPORTING ABSENCES. An employee, absent from duty, shall report the reason for such absence to his depart- ment head or immediate supervisor prior to the date or time of such absence whenever such absence can be anticipated, and in no case later than one-half (112) hour after the time set for beginning his daily duties or assigned work shift. Ab- sences not reported in the manner prescribed shall be considered absences without leave , and shall be charged against the employee as lost time on the departmental payroll form unless ,justified to the satisfaction of the department head. Any employee who fails to contact his department head or supervisor during an unauthor- ized absence of three (3) consecutive work$ayz' will be. terminated 44. at the end of his regular work shift on the third day, unless. there is a justifiable reason which prevented the employee from reporting. If the employee cannot contact either the department head or supervisor, he shall notify someone else in the depart- ment . If an employee must , for any reason, leave his duty station during working hours, the employee must secure required approval from the immediate supervisor prior to departure . 18-25 . HOLIDAY LEAVE. All nonsafety employees shall have the following legal holidays as vacation with pay: (a) New Year's Day (b ) Lincoln's birthday (February 12) (c ) Washington's birthday (third Monday in February) (d) Memorial Day (last Monday in May) (e ) Independence Day (July 4 ) (f) Labor Day (first Monday in September) (g) Columbus Day (second Monday in October) (h) Veterans ' s Day (last Monday in October) (i ) Thanksgiving Day (Fourth Thursday in November) (j ) The Friday after Thanksgiving (k) Christmas Day (December 25) (1) Any day declared by the President of the United States or the Governor of the State of California to be a national holiday. Holidays which fall on Sunday shall be observed the fol- lowing Monday, and those falling on Saturday shall be observed the preceding Friday . Employees at their request shall be granted paid time off from 12 noon to 3 p .m. on Good Friday . Public safety employees , designated by the Police Chief, Fire Chief and Director of Harbors and Beaches , who are re- quired to work regular shifts on the above holidays, shall not be entitled to time off or overtime . They shall, however, accrue time for holiday pay purposes based on the number of days in the calendar year that general city offices are closed in observance of legal holidays , Saturdays and Sundays excluded. For each month such safety employee is actively employed by the city, he shall receive , in addition to regular compensation, pay for one twelfth (1/12) of the total holiday hours earned for the year based on eight (8 ) hours per holiday. 18-26 . WORKWEEK. The normal workweek for all permanent employees , except fire department personnel, shall be forty (40) hours . l 45. Permanent employees in the fire department who work twenty- four-hour-work shifts , shall have a normal work week of fifty- six (56) hours . 18-27. WORK SHIFTS. Work shifts may vary from twenty- four (24 ) , fourteen (14) , ten (10) and eight (8) hours, otherwise the normal work shift for nonsafety departments is eight (8) hours . 18-28 . WORK SCHEDULE. Normal work schedules shall be determined by the respective department heads . All offices of the city, except those which require special regulations shall be open for business on all days of the year, Saturdays, Sundays and holidays excluded, continuously from 8 a.m. to 5 p.m. RULE 19 GRIEVANCE PROCEDURE NONDISCIPLINARY MATTERS 19-1 . PURPOSE. The purpose of this rule is to provide a means by which grievances of employees or employee organi- zations may be considered, discussed and resolved at the level closest to their point of origin. The grievance procedure pro- vided for in this rule does not apply to the review of employee disciplinary matters which subject is treated in Rule 20 hereof. 19-2. DEFINITION. For the purpose of this rule, a grievance is a dispute concerning the interpretation or ap- plication of any provision of the city's Employer-Employee Relations Resolution, or any provision of this resolution or any departmental rule governing personnel practices or work- ing conditions, with the exception of matters excluded by Sec- tion 1.9-3. 19-3. MATTERS EXCLUDED FROM GRIEVANCE PROCEDURE. The following subjects are excluded from the grievance procedure provided for herein: (a) The review of employee disciplinary matters which is treated in Rule 20 hereof. (b) All matters subject to impasse procedure, provided in the Employer-Employee Relations Resolution. 19-4 . SUBMISSION OF GRIEVANCES. Any individual employee or recognized employee organization shall have the right to present a grievance . 46. If two (2 ) or more employees have essentially the same grievance and report to the same supervisor, they may, and if requested to do so by the city, must jointly or collectively present and pursue their grievance . If a grievance is alleged by three (3) or more employees, the group shall, at the request of the city, appoint one of such employees to speak for the group. 19-5 . GRIEVANCE PROCEDURE. The grievance procedure shall consist of the following steps, each of which must be completed prior to any request for further consideration of the matter unless otherwise provided herein: Step 1. Informal Discussion (optional) . If an employee feels that he has a grievance,, as defined in Section 19-2, he may request a meeting with his immediate supervisor within ten (10) days after the employee becomes aware or reasonably should have become aware of the subject matter of the griev- ance. The immediate supervisor, within five (5) days of such request , shall meet with the employee when so requested and discuss the grievance in an effort to clarify the issue and work toward a cooperative settlement or resolution of the dispute . The immediate supervisor shall present, verbally or in writing, his decision to the employee within five (5) days from the time of the informal discussion. Step 2 . Formal Procedure. Immediate Supervisor. If the grievance is not settled through informal discussion, or if the employee elects not to invoke his right to informal discussion, the employee may formally submit a grievance to his immediate supervisor within five (5) days following the decision pursuant to informal discussion, or in the event the employee does not elect to invoke his right to informal discussion, within ten (10) days after the occurrence which gives rise to the grievance or after the employee becomes aware or reasonably should have been aware of the subject matter of the grievance . Such submission shall be in writing, stating the nature of the grievance and a suggested solution or requested remedy. Within five (5) days after receipt of the written grievance, the immediate supervisor shall meet with the employee . Within five (5) days thereafter written decision shall be given the employee by the immediate supervisor. Step' 3. Department Head. . In cases where the department head is not the immediate supervisor, if the grievance is not settled under Step 2, the grievance may be presented to the department head. The grievance shall be submitted within five (5 ) days after receipt of the written decision from Step 2. 47. Within five (5 ) days after receipt of the written grievance, the department head, or his representative, shall meet with the employee and his immediate supervisor, if any. Within five (5) days thereafter written decision shall be given to the employee. Step 4 . City Administrator. If the grievance is not settled under Step 3, the grievance may be presented to the City Administrator in accordance with the following procedure : a written statement of the grievance shall be filed with the Personnel Director who shall act as hearing officer and shall set the matter for hearing within fifteen (15 ) days thereafter, and shall cause notice thereof to be served upon all interested parties The Personnel Director, or his representative, shall hear the matter de novo and shall make recommended find- ings , conclusions and decision in the form of a written report and recommendation to the City Administrator within five (5) days following such hearing. The City Administrator may, in his discretion, receive additional evidence or argument by setting the matter for hearing within ten (10) days follow- ing his receipt of such report and causing notice of such hearing to be served upon all interested parties . Within five (5) days after receipt of report , or the hearing provided for above, if such hearing is set by the City Administrator, the City Administrator shall make written decision and cause such to be served upon the employee or em- ployee organization and the Personnel Director. Step 5 . Personnel Board. If the grievance is not set- tled under Step 4, it may be appealed to the Personnel Board for de novo hearing and final determination in accordance with the following procedure: (a) Within five (5) days after the time decision is rendered under Step 4 above, a written statement of grievance shall be filed with the Personnel Director. Such statement of grievance shall set forth in detail the nature of the grievance, the facts surrounding the subject matter of the grievance, the contentions of the employee and the proposed solution or deter- mination. (b) Hearing. As soon as practicable thereafter, the Personnel Director shall set the matter for hearing before a hearing officer from the California State Office of Administra- tive Procedure . The hearing officer shall hear the case and shall make recommended findings, conclusions and decision in the form of a written report and recommendation to the Board. 48 . (c ) The Board shall consider the written report and recommendations of the hearing officer and after due delib- eration in executive session, shall render a decision in the matter which shall be final and binding on all parties, and from which there shall be no further appeal . 19-6 . SUPPLEMENTAL HEARING BY PERSONNEL BOARD. (a) The Board may, in its sole discretion, after it has received the written report and recommendation of the hearing officer, set the matter for private hearing for the purpose of receiving additional evidence or argument . In the event the Board sets a private hearing for such purpose, the Personnel Director shall give written notice of such to all parties con- cerned in such matter. (b) The Board, following a consideration of the hear- ing officer's written report and recommendation and deliberation thereon and any supplemental hearing before the Board, shall make findings , conclusions and decision which shall be final and binding on all parties and from which there shall be no further appeal. 19-7 . GRIEVANCE. DEPARTMENT HEAD. Any department head who has a grievance may present it to the City Adminis- trator for determination. The City Administrator shall render a written decision to said department head within five (5) days after such submission, which decision may be appealed by the department head to the Personnel Board in accordance with Step 5 of Section 19-5 . RULE 20 REVIEW PROCEDURE IN DISCIPLINARY MATTERS 20-1. PURPOSE. The purpose of this rule is to provide a means by which grievances of employees arising out of dis- ciplinary matters may be considered, discussed and resolved at the level closest to the point of origin. The grievance procedure provided for in this rule does not apply to review of matters covered by Rule 19 of this resolution. 20-2 . DEFINITION. For the purpose of this rule, a grievance is a dispute concerning the application, interpre- tation, or enforcement of the rules contained in this reso- lution or departmental rules governing the conduct of employees in the competitive service in cases where discipline has been imposed upon such employees . 49. 20-3. SUBMISSION OF GRIEVANCES. Any individual employee shall have the right to present a grievance. If two (2) or more employees have essentially the same grievance and report to the same immediate supervisor, they may, and if requested to do so by the city, must collectively present and pursue their grievance . If a grievance is alleged by three (3) or more employees, the group shall, at the request of the city, appoint one (1) such employee to speak for the group. 20-4 . GRIEVANCE PROCEDURE. The grievance procedure shall consist of the following steps, each of which must be completed prior to any request for further consideration of the matter unless otherwise provided herein: Step 1. Informal Discussion (optional) . If an employee feels that he has a grievance, as defined in Section 20-2 hereof, he may request a meeting with his immediate supervisor within ten (10) days after the employee becomes aware or rea- sonably should have become aware of the subject matter of the grievance. The immediate supervisor, within five (5) days of such request, shall meet with the employee when so requested and discuss the grievance in an effort to clarify the issue and work toward a cooperative settlement or resolution of the dispute. The immediate supervisor shall present, verbally or in writing, his decision to the employee within five (5) days from the time of the informal discussion. Step 2 . Formal Procedure . Immediate Supervisor. If the problem is not settled through informal discussion, or if the employee elects not to invoke his right to informal discussion, the employee may formally submit a grievance to his immediate supervisor within five (5) days following the decision pursuant to informal discussion, or in the event the employee does riot elect to invoke his right to informal discussion, within ten (10) days after the occurrence which gives rise to the grievance, or after the employee becomes aware or reasonably should have been aware of the subject matter of the grievance . Such submission shall be in writing, stating the nature of the grievance and a suggested solution or requested remedy. Within five (5) days after receipt of the written grievance, the immediate supervisor shall meet with the employee . Within five (5) days thereafter written decision shall be given the employee by the immediate supervisor. Step 3. Department Head. In cases where the department head is not the immediate supervisor, if the grievance is not settled under Step 2, the grievance may be presented to the department head. The grievance shall be submitted within five (5) days after receipt of the written decision from Step 2. 50. Within five (5) days after receipt of the written grievance, the department head, or his representative, shall meet with the employee and his immediate supervisor, if any. Within five (5 ) days thereafter written decision shall be given to the employee . 20-5 . PERSONNEL BOARD. If the grievance is not set- tled under Step 3, it may be appealed to the Personnel Board for de novo hearing and final determination in accordance with the following procedure: (a) Within five (5) days after the time decision is rendered under Step 3 above, a written statement of grievance shall be filed with the Personnel Director. Such statement of grievance shall set forth in detail the nature of the griev- ance, the contentions of the employee and the proposed solu- tion or determination. (b) Hearing. As soon as practicable thereafter, the Personnel Director shall set the matter for hearing before a hearing officer. The hearing officer shall hear the case without the Board and shall make recommended findings, con- clusions and decision in the form of a written report and recommendation to the Board. (c ) The Board shall consider the written report and recommendations of the hearing officer and after due delib- eration in executive session, shall render a decision in the matter which shall be final and binding on all parties, and from which there shall be no further appeal. 20-6. SUPPLEMENTAL HEARING BY PERSONNEL BOARD. (a) The Board may, in its sole discretion, after it has received the written report and recommendation of the hearing officer, set the matter for private hearing for the purpose of receiving additional evidence or argument . In the event the Board sets a private hearing for such purposes, the Per- sonnel Director shall give written notice of such to all par- ties concerned in such matter. (b) The Board, following a consideration of the hearing officer's written report and recommendation and deliberation thereon and any supplemental hearing before the Board, shall make findings, conclusions and decision which shall be final and binding on all parties and from which there shall be no further appeal. 51. 20-7 . APPEALS, SUSPENSION, DEMOTION OR DISCHARGE. All appeals concerning those matters specified in subsection (d) , Section 808 of the city Charter, namely, suspension for more than thirty (30) days, demotion, or discharge, shall be to the Personnel Board in accordance with the procedures set forth in Sections 20-5 and 20-6 above . 20-8 . GRIEVANCE. DEPARTMENT HEAD. Any department head who has a grievance may present it to the City Administrator for determination. The City Administrator shall render a written decision to said department head within five (5) days after such submission, which decision may be appealed by the department head to the Personnel Board in accordance with Sections 20-5 and 20-6 of this resolution. 20-9 . EMPLOYEE STATUS PENDING FINAL DETERMINATION. Notwithstanding the provisions of Rule 7, Section 7-4 (Sus- pension with Pay) , the action of a department head, or the City Administrator if a department head is involved, shall be effective pending review by the appellate authority, and no employee shall be entitled to compensation during said period unless the action of the department head or City Administrator is modified by such appellate authority to provide for compensation, or is revoked. The appellate authority may order reinstatement of the employee and may grant full, partial, or no compensation for the period of suspension, demotion or dismissal. RULE 21 GRIEVANCE PROCEDURES —GENERAL 21-1. RIGHT TO REPRESENTATION. At any stage of the pro- ceedings , as set out in Rules 19 and 20, each employee shall have the right to assistance by a representative of his own choosing to prepare and present his grievance, or by the rec- ognized employee organization which represents such employee in employee relations matters . 21-2 . RIGHT OF APPEAL. Any supervisor, department head or the City Administrator who renders a decision concerning any grievance in accordance with these rules , shall have the right of appeal . Any department head who renders a decision with respect to an employee under his jurisdiction, pursuant to Rule 19, shall have the right to appeal a decision from the City Administrator to the Personnel Board. 52. 21-3 . ADVERSE DECISIONS. If any appellate authority hereunder fails to render a decision within the time stipu- lated, such inaction shall be deemed a right to proceed with the next following step in the procedure set forth in Rules 19 and 20 . 21-4 . REFERRAL .OF APPEAL MATTERS. In any matter over which the appellate authority has no jurisdiction or control, such authority may pass the matter on to the next higher ap- pellate authority . 21-5 . RESOLUTION OF DISPUTES. All disputes as to what matter is subject to Rule 19, "Grievance Procedure Nondiscip- linary Matters" or Rule 20, "Review Procedure in Disciplinary Matters" shall be determined in accordance with the procedure set forth in Rule 19 hereof. 21-6. PROCEDURES MUTUALLY EXCLUSIVE. The grievance procedures set forth in Rules 19 and 20 hereof are mutually exclusive. 21-7. HEARING OFFICERS. The hearing officer provided for in Rules 19 and 20 shall be furnished by the California State Office of Administrative Procedure or, the Board, in its discretion, may choose a member of the State Bar of Cali- fornia who is not employed by the City of Huntington Beach. 21-8 . HEARING OFFICER AND REPORTER. In all cases in- volving a hearing officer, a reporter shall be ordered unless waived by both the city and the appellant . The cost of a hearing officer and a reporter shall be borne equally by the city and the appellant . 21-9 . AUTHORITY TO COMPEL ATTENDANCE OF WITNESSES . Any appointing authority, the hearing officer and the Personnel Board shall have the power to issue subpoenas to compel the attendance at any hearing held under Rules 19 or 20 of this resolution of any witness whether or not such witness is an employee, and to administer oaths or affirmations in conjunction ' with such hearing. 21-10 . LIMITATION ON TIME. If an employee or employee organization does not present a grievance or does not appeal the decision rendered regarding his grievance within the time specified in these rules , such decision shall stand and shall be final for all purposes , and binding upon the parties . 21-11 . TIME, COMPUTATION OF. The period of time in which any act must occur, as provided in these rules, shall 53. be computed by excluding the first and including the last day of such period, and in the event the last day falls on a Saturday, Sunday or legal holiday, such acts may be accomplished on the next succeeding working day. As used in Rules 19 and 205, all references to days shall be interpreted to mean calendar days . 21-12 . TIME. EXTENSION OF. Upon written consent of the parties , the time limitation imposed upon procedures set forth in these rules may be extended a reasonable time . 21-13. MEMORANDA OF AGREEMENT GIVEN PRECEDENCE. In any case in which any provision of this resolution is inconsistent with a provision embodied in any memorandum of agreement be- tween a recognized employee organization and the city, approved by the Council and executed, the provision contained in such memorandum of agreement shall supersede the provision contained in these rules. 21-14 . GRIEVANCE PAY. Adjustments in pay, benefits, etc. resulting from a grievance settlement shall be limited to no more than sixty (60) days prior to the filing of the grievance. RULE 22 REPEALS Resolutions No. 1722, 2504 , 2667, 2860, 3050, 3254 and 3381 are hereby repealed, and all resolutions in conflict herewith are hereby repealed. RULE 23 SEVERABILITY If any section, subsection, sentence, clause, phrase or portion of this resolution, or any additions or amendments thereto, or the application thereof to any person, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the" remaining portions of this resolution or its application to other persons . The City Council hereby declares that it would have adopted this resolution and each section, subsection, sentence, clause, phrase or portion, and any additions or amendments thereto, irrespective of the fact that any one or more sections , subsections , sentences, clauses, phrases or portions , or the application thereof to any person, be declared invalid or unconstitutional. 54 . PASSED AND ADOPTED by the City Council of the City of. Huntington Beach at a regular meeting thereof held on the 7th clay of October, 1974 . ATTEST: Mayor City Clerk APPROVED AS TO CONTENT: APPROVED AS TO FORM: City Administrator Cit ;ry f 55. Res. No. 3960 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) as: CITY OF HUNTINGTON BEACH ) I, ALICIA M. WENTWORTH, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of more than a majority of all the members of said City Council at a regular meeting thereof held on the 7th day of _ October 19_Z _, by the following vote: AYES: Councilmen: Shipley, Bartlett, Gibbs, Wieder, Duke, Coen NOES: Councilmen: None ABSENT: Councilmen: Matney • ����ili1GLr City Clerk and ex-officio Clerk of the City Council of the City of Huntington Beach, California EXHIBIT "D" CITY OF HUNTINGTON BEACH VEHICLE USE POLICY SECTION 1: PURPOSE The purpose of these regulations is to establish and implement City policies and procedures relative to the assignment, utili- zation and control of City-owned vehicles as transportation for employees while engaged in official City business, to establish reimbursement procedures for privately-owned vehicles used for City business and to clarify the City' s responsibility for damage and/or liability for private vehicles used on official City business. SECTION 2: SCOPE These regulations cover the use of City and private vehicles for conducting official City business and shall be applicable to all City departments and employees. SECTION 3: POLICIES When necessary during the course of an employee' s official duties, transportation or reimbursement therefor shall be provided by the City. In the event no City vehicle is available, the employee may use his personal vehicle with the approval of his department head. Employees authorized to drive either their own or a City-owned vehicle on official business must possess a valid California driver' s license for the class of vehicle they will be operating. The transportation method authorized will be determined in terms of the best interests of the City. The general program set forth in this regulation will be implemented by the City Administrator's Office upon approval of the City Council and administered by the department heads in accordance with the policies herein established. It is the responsibility of each department head to enforce the provisions of this regulation as it relates to the employees of his/her department. City-owned vehicles shall only be used for official City business. City-owned vehicles shall not be driven to and kept at the employee' s home or any location other than the regular work location or Corporation Yard, except as provided by this regulation. SECTION 4: VEHICLE USE CRITERIA I. Assigned Vehicles: A. Assigned City Vehicles may be taken home by employees whose residence is within ten (10) miles of City Hall for the uses as described below: -1- 1. Executive use includes the City Administrator, Assistant City Administrator and Department Heads. 2. Emergency Response Units: a. Employees who are required to respond more than once per week on an average without delay in order to protect the public health, safety and property. b. Employees who are required to carry special emergency equipment in their vehicles which must be utilized on a regular and frequent basis. (A radio in and of itself does not constitute special emergency equipment. ) 3. Continuous use outside of regular working hours: Employees who are called back on an unscheduled basis to perform official city business outside P Y of regular working hours more than once per week on an average and who meet one of the following criteria: a. Mileage driven on official City business exceeds an average of 500 miles per month, or b. Who regularly and frequently supervises subordinates or conducts inspections in the field, or C. Whose duties require the employee to be away from his or her base work station greater than 50% of his or her working time, on an average. B. City vehicles which shall not be taken home may be assigned based on meeting one of the following criteria: 1. Monthly mileage driven exceeds an average of 500 miles per month and the vehicle is used for the purpose of supervision or inspection in the field, or 2. Duties require the employee to be away from his or her work station greater than 50% of his or working time on an average. II. Pool Vehicles A. Pool Vehicles will be available for employees who require transportation to perform official city business but do not meet the criteria for a permanently assigned city vehicle. Pool vehicles shall be used only upon written authorization of the employee' s department head. -2- B. The city shall maintain a vehicle pool in accordance with the following: 1. All vehicles shall be maintained in a clean and safe manner under the direction of the City Administrator. Additionally, an annual review will be made by the City Administrator in February of each year to determine the continuing suitability with respect to cleanliness and safety. 2. The City Administrator shall assign responsibility for the maintenance of the necessary records with respect to check in, check out, general purpose of use and other relevant matters related to the use of pool vehicles. III. Reimbursement for Use of Personal Vehicles A. Executive Use. The City Administrator, Assistant City Administrator and Department Heads may, at their option, receive the automobile allowance as established by Resolution. B. Mileage Reimbursement. Employees, upon authorization of their department head, may use their own vehicles on official city business and shall be reimbursed at the rate of 16� per mile driven on official city business. 1. Employees shall submit monthly claims for reimbursement to the Finance Director through their Department Head on forms prescribed by the Finance Director. 2. Employees shall not be reimbursed for commuting to and from work, except that employees who are required to attend scheduled meetings outside of normal working hours may be reimbursed for mileage required. SECTION 5: VEHICLE USE COMMITTEE The Vehicle Use Committee shall be established concurrent with City Council approval of this Policy. The Committee shall perform the following functions: A. Review and recommend with respect to all initial vehicle assignments classified under the major category of assigned. This recommendation may cause removal of vehicle privileges from some individuals who do not meet the criteria as outlined in Section 4. -3- B. Review and recommend with respect to on-going and new vehicle assignments in accordance with the criteria set forth in Section 4. C. Inspect Pool Vehicles for compliance with cleanliness and safety as outlined in Section 4. D. With respect to recommendations regarding capital outlay of funds, the committee shall make recommendations for same to the City Administrator for further budgetary consideration. The committe shall be comprised of the following members: A. General Committee (assignment review) One Personnel Department representative One Employee Association representative The concerned or appropriate Department Head B. Inspection Committee One Personnel Department representative One Employee Association representative as appropriate, the Mechanical Maintenance Supervisor. Votes shall be assigned to members of the General Committee as follows: one vote for each of the three members of the committee SECTION 6: VEHICLE ASSIGNMENT REVIEW During the month of February of each year, departments which have assigned City-owned vehicles to employees shall review such assignments. A report of these assignments will be prepared containing the following information: -Department and division -Employee name and classification -Employee address and telephone number -Justification for assignment -Justification for driving vehicle home (if applicable) -Average monthly business mileage -4- -Average monthly personal mileage (includes mileage to and from home) -Radio equipped (yes or no) -Special Emergency Equipment This report will be forwarded to the Vehicle Use Committee prior to March 1 of each year. SECTION 7: INSURANCE REQUIREMENTS All privately-owned vehicles authorized to be used on official City business shall be insured by the individual employee in the minimum amount of $50,000 public liability for any one person and $100,000 public liability for all persons, any one accident. They must also be insured for $25,000 property damage and $15,000 for any one uninsured motorist and $30, 000 for all uninsured motorists any one accident. A current certificate of insurance must be filed with the Finance Director. Employee private vehicle information shall be reviewed and updated annually by the respective departments. The record maintained shall contain the following current information. -Name of employee -Operator' s license number -Insurance company -Driver' s license expiration date -Insurance policy No. -Insurance expiration date -Amount of coverage It shall be the department head' s responsibility to insure that no privately-owned vehicle is operated on City business without insurance coverage and a valid operator' s license as required by this regulation.. Clarification on City Liability on Use of Private Vehicle In the event of damage to private vehicles while on City business where a third party is negligent, the employee should collect damages (including insurance deductibles) from the third party. Where the employee is negligent, the City cannot be held liable for damages to his automobile, but the City can be held responsible for liability to third parties. The City shall be responsible to such employee for the first $100 of comprehensive and/or collision damages suffered by such employee to the extent that such employee' s personal automobile insurance policy does not cover such first $100 damage. The employee' s insurance policy is considered as the primary coverage, and the City liability begins after the limitations of the employee' s coverage is exhausted. In the event a City employee' s personal vehicle is damaged due to accident/collision while being used for official City business and the employee is deprived the use thereof, the City shall furnish such employee with a vehicle during such time as is reasonably required to repair said employee' s vehicle. -5-