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Home My WebLink AboutMEA - Municipal Employees Association - 1997-12-15��ftNz-orninl Council/Agency Meeting Held: I D J 9 9 F rred/Continued to: 7De Approved 17-Lb Conditionally Approved ❑ Denied bi"P-1-vy i Clerk's Signature Council Meeting Date: October 19, 1998 Department ID Number: AS 98-031 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS SUBMITTED BY: RAY SILVER, City Administrator 610 PREPARED BY: ROBERT J. FRANZ, Deputy City Admini: SUBJECT: APPROVAL OF SIDE LETTER OF AGREEMENT BETWEEN-----' THE CITY OF HUNTINGTON BEACH AND THE MUNICIPAL EMPLOYEES ASSOCIATION (MEA) Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: To resolve classification and salary issues that were referred to a mutually agreed upon classification consultant. Funding Source: City Budget. Increased cost will be funded from anticipated salary savings due to vacancies. Recommended Action: Motion to approve Resolution # -70 adopting the side letter of agreement between the City and the Huntington Beach Municipal Employees Association and the City of Huntington Beach. Alternative Action(s): To not approve the side letter of agreement and present reason(s) as to the disapproval of the consultant, HBMEA, and Personnel Commission. Analysis: During the most recent contract negotiations between the City and MEA, several classification and salary equity issues were discussed. The City and MEA agreed to refer these issues to a classification consultant that the parties would mutually agree upon. To assure impartiality of the consultant, all costs associated with the study have been equally shared. The consultant's recommendations were presented to both parties and the Personnel Commission. The Personnel Commission approved the mutually agreed upon recommendations of the consultant at it's September 16, 1998, regular meeting. These recommendations affect the salary of eleven (11) MEA employees. Rr-QUEST FOR COUNCIL ACTIvN MEETING DATE: October 19, 1998 DEPARTMENT ID NUMBER: AS 98-031 The eleven employees are employed in the classifications, with the old and new (recommended) monthly salaries as indicated in Attachment 1. The total annual cost increase to implement the recommended side letter with MEA is $70,236. Environmental Status: Not applicable. Attachment(s): 1. Summary of MEA Side Letter 2. Resolution to Adopt Side Letter 3. Side Letter Between City and MEA RCA Author: William H. Osness 0033092.01 -2- 10/08/98 8:14 AM ATTACHMENT #1 SUMMARY OF MEA SIDE LETTER Salary MONTHLY SALARY Month CLASSIFICATION #OF Range TOP STEP Budget EMP Impact PREVIOUS RECOMMENDED PREVIOUS RECOM PREVIOUS RECOM Civilian Check Civilian Check 2 R-372 R-385 $2,993 $3,196 $406 Investigator Investigator Education Specialist Community Services 1 R-390 R-420 3,274 3,805 531 Analyst Education Specialist Community Services 1 R-390 R-406 3,274 3,548 274 Specialist Crewleader Park Crewleader Park 1 R-454 R-459 4,507 4,619 112 Maintenance Maintenance Inspector Water Services Inspector Water Services 2 R-438 R-459 4,162 4,619 914 Senior Senior Literacy Project Literacy Project 2 R-341 R-406 2,564 3,548 1,968 Coordinator Specialist Word Processing Network Support 1 R-385 R-416 3,196 3,728 532 Systems Assistant Technician Communications Communications 1 R-360 R-427 2,822 3,938 1,116 Technician Assistant Technician Word Processing Network Support 1 R-416 R-416 3,728 3,728 0 Coordinator Technician i 3 �� SAL ont m pa c Annuallmpact 3 G:PERS\misc\MEASUMRY.DOC 10/07/98 11:26 AM ATTACHMENT #2 RESOLUTION NO. 9 8 - 7 8 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH MODIFYING THE M.O.U. BETWEEN THE CITY OF HUNTINGTON BEACH AND THE HUNTINGTON BEACH MUNICIPAL EMPLOYEES' ASSOCIATION WHEREAS, the City Council of the City of Huntington Beach desires to clarify certain classifications and policies that were established in the Memorandum of Understanding between the City of Huntington Beach and the Huntington Beach Municipal Employees Association, dated December 27, 1997, and adopted by Resolution No. 97-91 (the "M.O.U."); NOW, THEREFORE, the City Council of the City of Huntington Beach resolves as follows: 1. The Side Letter to the M.O.U. dated October 3 , 1998, 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 19th day of October , 1998. ATTEST: City Clerk REVIEWED AND APPROVED: 611�, >ty Administrator Mayor APPROVED AS TO FORM: 2-2 07- City Attorney I� sff/k/98reso/meacl ar/ 10/07/98 SIDE LETTER TO THE MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF HUNTINGTON BEACH AND THE MUNICIPAL EMPLOYEES' ASSOCIATION This side letter is to amend the Memorandum of Understanding in effect since December 27, 1997, to clarify specific classification and salary issues which have since been resolved through the use of an independent classification consultant. The City and Association have mutually agreed to implement the following classification and salary recommendations. This side letter will be incorporated into any new Memorandum of Understanding between the City and the Municipal Employees' Association. A. Effective October 3, 1998 Exhibit A of the Memorandum of Understanding shall be amended to include the following new classifications and/or salary adjustments: Salary Steps Salary Range Classification Title A_ B C D E 385 Civilian Check 2581 2723 2872 3030 3196 Investigator 420 Community Service 3073 3241 3420 3607 3805 Analyst 406 Community Service 2863 3021 3188 3363 3548 Specialist 459 Crewleader Park 3728 3933 4150 4378 4619 Maintenance 459 Inspector Water 3728 3933 4150 4378 4619 Services Senior 406 Literacy Project 2863 3021 3188 3363 3548 Specialist 416 Network Support 3009 3175 3351 3534 3728 Technician Effective October 3, 1998, Exhibit A of the Memorandum of Understanding shall be revised to delete the following classification: Salary Steps Salary Range Classification Title A_ B C D E 360 Communication 2279 2404 2536 2675 2822 Technician Assistant 390 Electrician Specialist 2643 2789 2943 3104 3274 341 Literacy Project 2069 2184 2303 2429 2563 Coordinator 385 Word Processing 2581 2723 2872 3030 3196 Systems Assistant 416 Word Processing 3009 3175 3351 3534 3728 Coordinator C. Effective October 3, 1998, the following incumbents are to be reclassified incumbents in accordance with the September 16, 1998 recommendation of the Personnel Commission 1 Communications Technician Assistant (Dixon) (R-360) to Communications Technician (R-427) 1 Education Specialist (Thomas) (R-390) to Community Service Analyst (R-420) 1 Education Specialist (Wajda) (R-390) to Community Service Specialist (R-406) 2 Literacy Project Coordinators (Crepeau & Saylin) (R-341) to Literacy Project Specialist (R-406) 1 Word Processing Systems Assistant (Nakasone) (R-385) to Network Support Technician (R-416) 1 Word Processing Coordinator (Aughton) (R-416) to Network Support Technician (R-416) APPROVED: Nick Beradino, MEA Representative J Artsen, MEA ent /,I, IQ_ William H. Osness, Personnel Director Date Dat q Date G\pers\Misc\MEAsdltr 09/24/98 12:32 PM C. Effective October 3, 1998, the following incumbents are to be reclassified incumbents in accordance with the September 16, 1998 recommendation of the Personnel Commission 1 Communications Technician Assistant (Dixon) (R-360) to Communications Technician (R-427) 1 Education Specialist (Thomas) (R-390) to Community Service Analyst (R-420) 1 Education Specialist (Wajda) (R-390) to Community Service Specialist (R-406) 2 Literacy Project Coordinators (Crepeau & Saylin) (R-341) to Literacy Project Specialist (R-406) 1 Word Processing Systems Assistant (Nakasone) (R-385) to Network Support Technician (R-416) 1 Word Processing Coordinator (Aughton) (R-416) to Network Support Technician (R-416) APPROVED: l� 7 Nick Beradino, MEA Repr sentative Date l D � Artsen, MEAPfeeident Dat William H. Osness, Personnel Director Date G\pers\Misc\MEAsdltr 09/24/98 12:32 PM Res. No. 98-78 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, CONNIE BROCKWAY, 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 at least a majority of all the members of said City Council at a regular meeting thereof held on the 19th day of October, 1998 by the following vote: AYES: Julien, Harman, Green, Dettloff, Bauer, Sullivan, Garofalo NOES: None ABSENT: None City Clerk and ex-officio Cerk of the City Council of the City of Huntington Beach, California G/reso I uti/resUpg/98-70 ATTACHMENT #3 T.. REQUEST FOR LATE SUBMITTAL (To accompany RCA's submitted after Deadline r3: Department: Admin. Svcs. Subject MEA Side Letter Council Meeting Date: 10/19/95 Date of This Request: 10/7/98 REASON (Why is this RCA being submitted late?): �;.. 42 EXPLANATION (Whv is this RCA necessary to this agenda?): I® iiiiii MApproved 0 Denied Ray Silver City Administrator i RCA ROUTING SHEET INITIATING DEPARTMENT: Administrative Services SUBJECT: Side Letter of Agreement Between the City of Huntington Beach and the Municipal Employees Assn. COUNCIL MEETING DATE:, October 19, 1998 av RCA ATTACHMENITT.Irs" STATUS jM Ordinance (w/exhibits & legislative draft if applicable) Not Applicable Resolution (w/exhibits & legislative draft if applicable) Attached Tract Map, Location Map and/or other Exhibits Not Applicable Contract/Agreement (w/exhibits if applicable) (Signed in full by the City Attorney) Attached Subleases, Third Party Agreements, etc. (Approved as to form by City Attorney) Not Applicable Certificates of Insurance (Approved by the City Attorney) Not Applicable Financial Impact Statement (Unbudget, over $5,000) Attached Bonds (if applicable) Not Applicable Staff Report,(If applicable) Not Applicable Commission, Board or Committee Report (If applicable) Not Applicable L Findings/Conditions for Approval and/or Denial Not Applicable ,,EXPLANATIONFOR'MISSING ATTACHMENTS�.. REVIEWED 'RETURNED F ED' Staff -Administrative Assistant City Administrator (Initial) City Administrator (Initial) rCity Clerk : " E,,?�PLANATION:,:FORz",,,�ET'UR'NOF ITEM: RCA Author: William H. Osness Au Pie CITY OF HUNTINGTON BEACH UAIwf�l- PAR A MEETING DATE:, 1,2/15/97 DEPARTMENT ID NUMBER:AS 97-045 ao-A�- r-. . Council/Agency Meeting Held: 415 /9:2 Deferred/Continued to: � e 2iI!, P—Approved ❑ Conditionally Approved ❑ Denied _ 7-4) City Clerk's Signature Council Meeting Date: 12/15/97 Department ID No: AS 97-045 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMB SUBMITTED BY: RAY SILVER, Acting City Administratordr✓�� PREPARED BY: ROBERT J. FRANZ, Deputy City Administrator' SUBJECT: APPROVE THE MEMORANDUM OF UNDERSTANDIN BETWEEN THE CITY AND THE MUNICIPAL EMPLOYEES ASSOCIATION 11o. 97- 9 1 Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachments) Statement of Issue: The City and the Municipal Employees Association have completed the meet and confer process with agreement on a new Memorandum of Understanding covering a two year period from December 27,1997, through December 31,1999. Funding Source: City Budget. See attached Fiscal Impact Statement 98-13 Recommended Action: 1. Approve the Memorandum of Understanding between the City and the Municipal Employees Association by adopting Resolution No. 99 °I/ . 2. Appropriate $433,430 to pay the increased salary and benefit costs for 1997/ 98. Alternative Action(s): Refer back to the meet and confer process to modify the proposed Memorandum of Understanding with the Municipal Employees Association. 0029198.01 -2- 12/08/97 4:51 PM REQUEST FOR COUNCIL ACTION MEETING DATE: 12/15/97 DEPARTMENT ID NUMBER:AS 97-045 Analysis: The representatives of the City and the Municipal Employees Association conducted several meet and confer meetings. The proposed agreement is for a two year period and includes the following salary and benefit changes. 1. Salary 2% Increase December 27,1997 (Across the Board) 2% Increase December 28,1998 (Across the Board) 2. Health Cost Containment A. For the period of this agreement, employees hired prior to December 27, 1997, the City shall pay medical, dental and vision premiums. B. Limits the City's future contribution toward employee monthly health insurance premiums by category and plan at the rate effective January 1, 1999. C. Two Tier Health Premium. The City's contribution toward medical insurance shall be at the maximum HMO rate of (1) employee, (2) employee + dependent, or (3) family for employees hired on or after December 27,1997. D. Cost containment modifications to the City's Indemnity Medical Plan involving; prescription payments, outpatient surgery, second surgeon's opinion and subsidized retiree medical. 3. Two -Tier Supplemental Retirement Benefits Two-tier the Supplemental Retirement Benefit (Article XI, Al) by exempting all new employees hired on or after December 27,1997, from eligibility for this benefit. 4. Sick Leave Benefits Modify M.O.U. to exclude the use of sick leave to.extend absences due to work related (industrial) injuries or illnesses. 0029198.01 -3- 12/08/97 4:47 PM REQUEST FOR COUNCIL ACTION MEETING DATE: 12/15/97 DEPARTMENT ID NUMBER:AS 97-045 5. Classification Changes The City and Association agree to refer the classes listed below to a classification consultant: Police Records Technician Education Specialist Communications Technician Literacy Project Coordinator Word Processing Systems Assistant Inspector Water Services Senior Civilian Check Investigator Communications Technician Assistant Crime Analyst 6. Parity Clause Which provides that if any bargaining unit receives an across the board salary increase and/or health benefit increase greater than that provided for in this agreement, employees represented by MEA shall receive the same increase. Environmental Status: None Attachment(s)• RCA Author. William H. Osness 0029198.01 -4- 12/10/97 8:50 AM ATTACHMENT #1 RESOLUTION NO. 97-91 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH APPROVING AND .IMPLEMENTING THE MEMORANDUM OF UNDERSTANDING BETWEEN THE MUNICIPAL EMPLOYEES ASSOCIATION AND THE CITY OF HUNTINGTON BEACH FOR 12/27/97 - 12/31/99 The City Council of the City of Huntington Beach does resolve as follows: The Memorandum of Understanding between the City of Huntington. Beach and.the Huntington Beach Municipal Employees Association, a copy of which is attached hereto as Exhibit "A" and by reference made a part'hereof, is hereby approved and ordered implemented in accordance with the terms and conditions- thereof, �and the City Administrator is authorized to execute this- Agreement. Such Memorandum of Understanding shall be effective for the term December 27, 1997 through December 31, 1999. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 15th- day of December , 1997. ATTEST: City Clerk REVIEWED AND APPROVED: City A ministrator APPROVED AS TO FORM: City Attorney Y- 9' 7 � INITIATED AND PROVED: Deputy City Administrator/ ' AdministrativeIServices / Res. No. 97-91 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, CONNIE BROCKWAY, 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 at least a majority of all the members of said City Council at a regular meeting thereof held on the 15th day of December, 1997 by the following vote: AYES: Julien, Harman, Green, Dettloff, Bauer, Sullivan, Garofalo NOES: None ABSENT: None City Clerk and ex-officio Clerk o th.e City Council of the City of Huntington Beach, California G/resol uti/resUpg/97-80 ATTACHMENT #2 MUNICIPAL EMPLOYEES' ASSOCIATION MEMORANDUM OF UNDERSTANDING TABLE OF CONTENTS PAGE PREAMBLE 4 ARTICLE I TERM OF MOU 4 ARTICLE II REPRESENTATIONAL UNIT/CLASSIFICATION 5 ARTICLE III MANAGEMENT RIGHTS 5 ARTICLE IV EXISTING CONDITIONS OF EMPLOYMENT 5 ARTICLE V SEVEREABILITY 5 ARTICLE VI SALARY SCHEDULE 5 A. Classification and Salary Rates ARTICLE VII SPECIAL PAY 6 A. Education B. Acting Assignments C. Assignment Pay 1. Leadworker Differential 2. Shift Differential 3. Block Masonry Pay D. Special Certification/Skill Pay 1. Bilingual Skill 2. Shorthand Skill 3. Plan Checker Senior 4. Plan Checker Coordinator 5. Building Inspectors Senior Series ARTICLE VIII UNIFORMS, CLOTHING, TOOLS AND EQUIPMENT 7 A. Uniforms and Safety Shoes B. Tool Allowance C. Vehicle Use 1 ARTICLE IX HOURS OF WORK/OVERTIME 8 A. Work Schedule 1. Hours of Work Study 2. Work Periods Under FLSA B. Hours of Work - Defined C. Overtime/Compensatory Time 1. Paid Overtime a) Policy b) Rate of Pay 2. Compensatory Time a) Exempt Employees 3. Callback 4. Mandatory Standby 5. Holiday Overtime ARTICLE X HEALTH AND OTHER INSURANCE BENEFITS 10 A. Health 1. Medical 2. Dental 3. Optical B. Eligibility Criteria and Cost 1. City Paid Medical Insurance - Dependents 2. City Paid Dental/Optical Insurance - Dependents 3. City Contribution to Medical Insurance C. COBRA D. Life and Accidental Death & Dismemberment E. Long Term Disability Insurance F. Miscellaneous ARTICLE XI RETIREMENT 14 A. Benefits 1. Self -Funded Supplemental Retirement Benefit 2. Deferred Comp (Retiree Medical Funding) 3. Medical Insurance for Retirees B. PERS Reimbursement & Reporting 1. Employee's Contribution 2. "Rollover" 2 ARTICLE XII LEAVE BENEFITS 16 A. Leave with Pay 1. Vacation a) Accrual b) Eligibility and Permission c) Conversion to Cash 1) Cash Advance 2. Holidays 3. Sick Leave 4. Bereavement Leave 5. Association Business ARTICLE XII CITY RULES 18 A. Personnel Rules 1. Rule 5 - Recruitment and Selection 2. Rule 8 - Termination 3. Rule 9 - Probation 4. Rule 18 - Attendance and Leaves 5. Rule 19 - Grievance Procedure Non -Disciplinary Matters 6. Rule 21 - Grievance Procedures General 7. Rule 8-1 Medical Termination B. Employer -Employee Relations Resolution C. Layoff Rules ARTICLE XIV MISCELLANEOUS 26 A. Grievance Arbitration B. Promotion Procedures C. Labor -Management Relations Committee D. Copies of MOU E. Position Classification Issues 1. Class Specifications 2. Reclassification Impact 3. Clerical/Secretarial Classification Study 4. Classification Consultant F. Class A and B Driver's License Fees G. Job Sharing ARTICLE XV CITY COUNCIL APPROVAL 30 3 ME1V10RANDUM OF UNDERSTAN LING Between THE CITY OF HUNTINGTON BEACH, CALIFORNIA (hereinafter called CITY) and THE HUNTINGTON BEACH MUNICIPAL EMPLOYEES' ASSOCIATION (hereinafter called ASSOCIATION or MEA) 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 period December 27, 1997 through December 31, 1999; 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 Understanding is made to become effective December 27, 1997 and it is agreed as follows: ARTICLE I - TERM OF MOU A. This Memorandum of Understanding shall be in effect for a term commencing at 12:01 A.M., December 27, 1997 and ending at midnight on December 31, 1999. B. 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. C. If during the life of this MOU, any bargaining unit receives an across the board salary increase and/or health benefit increase greater than that provided for in this agreement, employees represented by MEA shall receive the same benefit. 4 ARTICLE II - REPRESENTATIONAL UNI OCLASS It is recognized that the ASSOCIATION is the employee organization which has the right to meet and confer in good faith with the CITY on behalf of permanent employees of the CITY within those class titles set out in Exhibit "A" attached hereto and incorporated herein. The term "permanent" employee is used only to determine entitlement to certain benefits provided by this MOU and is defined as follows; an employee that has completed or is in the process of completing a probationary period in a permanent position in the competitive service in which the employee regularly works twenty hours or more per week. Additionally, the representation unit shall include all non -safety, non -management classifications which are created after execution of this agreement and are not included in another representation unit or determined in accordance with the Employer -Employee Relations Resolution to be more appropriately designated as non associated classifications. ARTICLE III - 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 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 IV - EXISTING CONDITIONS OF EMPLOYMENT Except as expressly provided. herein, the adoption of this Memorandum of Understanding shall not change existing benefits, and terms and conditions of employment which have been established in prior Memoranda of Understanding, and/or provided for in the Personnel Rules of the City of Huntington Beach. ARTICLE V - SEVEREABILITY If any article, sub -article, sentence, clause, phrase or portion of this Agreement, or the application thereof to any person, is for any reason held to be invalid or unenforceable by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Agreement or its application to other persons. The CITY and the ASSOCIATION hereby agree that in the event any state or federal legislative, executive or administrative provision purports to nullify or otherwise adversely affect the wages, hours and other terms and conditions of employment contained in this Agreement or similarly purports to restrict the ability of the parties to negotiate a successor agreement, the CITY and the ASSOCIATION shall, without prejudice to either party's judicial remedies, endeavor to agree to alternative contractual provisions which are not adversely affected by said legislative, executive or administrative provision. ARTICLE VI - SALARY SCHEDULE A. Classification and Salary Rates - Permanent employees shall be compensated at monthly salary rates by classification title and salary range as set forth in Exhibit "A" attached hereto and incorporated herein by this reference. Such exhibit shall reflect a two percent (2%) salary increase effective December 27, 1997, and a two percent (2%) salary increase effective December 31, 1998. 5 ARTICLE VII - SPECIAL PAY A. Education Tuition Reimbursement - Education costs shall be paid to permanent employees on the basis of full refund for tuition, fees, books and supplies; provided, however, that maximum reimbursement shall be at the rates currently in effect in the University of California system or the California State Fire Academy. Upon approval of the Department Head and the Deputy City Administrator/Administrative Services, permanent employees may be compensated for actual cost of tuition, books, fees, at accredited educational institutions that charge higher rates than the University of California, if it can be demonstrated by the employee that said educational institution presents the only accredited course or program within a reasonable commuting distance of the employee. Tuition reimbursement shall be limited to job related courses or approved degree objectives and require prior approval by the Department Head and Personnel Director. Refunds shall be made when the employee presents proof to the Deputy City Administrator/Administrative Services that he/she has paid such costs and successfully completed the course. B. Acting Assignment If a permanent employee is formally assigned to work in a higher classification on a temporary basis for greater than three (3) consecutive weeks, the employee shall be compensated for all hours worked in the higher classification, in the same manner provided in Article XIVB2. C. Assignment Pay Leadworker Differential - Any permanent 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. 2. Shift Differential a. Afternoon Shift - Permanent employees required to work on a regularly assigned shift that occurs between the hours of 4:00 P.M. and midnight, shall be paid a premium equal to five percent (5%) of the employee's base hourly rate for all work performed during said shift. b. Night Shift - Permanent employees required to work on a regularly assigned shift that occurs between midnight and 8:00 A.M. shall be paid a premium equal to ten (10%) percent of the employee's base hourly rate. C. Shifts Defined - Permanent employees will be considered as assigned to the afternoon shift (4:00 P.M. to midnight) or the night shift (midnight to 8:00 A.M.) when five (5) or more hours of their regularly assigned shifts occur in the afternoon or night shift as defined herein. 3. Block Masonry Pay - Permanent employees classified as Cement Finishers and qualified to perform block masonry duties shall be paid a premium equal to three percent (3%) of base pay, for all hours performing block masonry duties on non -regular scheduled work days. 6 D. Special Certification/Skill Pay Bilingual Skill - Permanent employees who are required by their Department Head to use their bilingual abilities as part of their job assignment shall be paid an additional five percent (5%) over their regular monthly salary. Employees who are required by their Department Head to utilize the bilingual skills may be required to be tested and certified by the Personnel Director as to their language proficiency in order to be eligible for said compensation. 2. Shorthand Skill - Employees who have successfully passed a shorthand skills test and who are required to use shorthand regularly in their jobs shall receive additional compensation in the amount of one hundred ($100) dollars per month. Shorthand skill may be required for selected positions classified as Administrative Secretary, Secretary Legal Senior, Secretary Legal, Office Specialist (Typing), Office Assistant II (Typing), Deputy City Clerk II, and Deputy City Clerk I. Employees who have not passed a shorthand skills test will not be required to use shorthand. 3. Plan Checker Senior a. Plans Examiner ICBO Certification -Incumbents who have completed their probationary period in the class of Plan Checker Senior who are regularly assigned to the Building Division and who have attained certification as Plans Examiner by I.C.B.O. (International Conference of Building Officials) shall receive additional compensation in the amount of one hundred dollars ($100) per month, provided that active certification is maintained. b. EIT/AA Degree in Engineering - Incumbents in the class of Plan Checker Senior who are regularly assigned to the Building Division and who have successfully completed the State of California examination for Engineer -in -Training or who have obtained an Associate of Arts degree in engineering or equivalent major, shall receive additional compensation in the amount of one hundred fifty dollars ($150) per month. 4. Plan Check Coordinator: a. Plans Examiner/Building Inspector ICBO Certification - Incumbents in the class of Plan Check Coordinator who are regularly assigned to the Building Division and who have attained certification as either a Plans Examiner or a Building Inspector by I.C.B.O. (International Conference of Building Officials) shall receive additional compensation in the amount of one hundred dollars ($100) per month, provided that active certification is maintained. ARTICLE VIII - UNIFORMS, CLOTHING, TOOLS AND EQUIPMENT A. Uniforms and Safety Shoes - The City's Uniform and Safety Shoe Policy shall be set forth in Exhibit "B" a copy of which is attached hereto and incorporated herein by this reference, provided however, that employees represented by MEA working in the Police Department shall be issued property in accordance with the equipment issue form for the particular position to which they are assigned. Uniform replacement for employees represented by MEA who are assigned to the Police Department shall be as stated in the Police Department Manual of Rules and Regulations. 7 1. Safety Shoes. Cost. - The CITY shall furnish safety shoes in accordance with the procedures and guidelines as set forth in Exhibit "B", provided however, that the maximum amount to be reimbursed for a pair of safety shoes will not exceed One B. Tool Allowance - Those permanent employees who are required to furnish their own personal tools for use on the job, shall be provided with a tool allowance to offset a portion of the cost for said tools that are lost, stolen or broken when in use on the job. Such allowance shall be $475 per year; payable in January of each year, separate from payroll checks to those employees on active duty. In the event a permanent employee is hired or separates his/her tool allowance for that calendar year shall be prorated on the basis of the total number of months in which he/she was employed on the first working day of the year. It is understood that the employee has the responsibility to exercise care and diligence in preventing the loss, theft and breakage of his or her personal tools. C. Vehicle Use - The CITY Vehicle Use Policy shall be as indicated in the document attached hereto and by this reference incorporated herein as Exhibit "C". ARTICLE IX - HOURS OF WORK/OVERTIME A. Work Schedule 1. Hours of Work Study - The parties agree to continue to study the issue of hours of work during the term of the Agreement through a Joint ASSOCIATION/City Study Committee (with equal number of representatives). Upon approval by the City Administrator, implementation of any alternative hours of work may be accomplished on a city-wide, department -wide or individual work unit basis. Meetings of the Joint Committee may be called by either the Chief ASSOCIATION representative or the Chief City Representative. The City shall notify the ASSOCIATION and employees at least 30 days prior to any modification of alternative schedules of hours of work in order to discuss any modification of alternative schedules of hours of work before they are implemented by the City. 2. Work Periods Under FLSA - It is also understood that the City may establish a work period for each covered employee which meets the requirements of the Act and which will not result in overtime compensation as part of a normal work schedule. B. Hours of Work - Defined Vacation, holidays, sick leave and compensatory time shall be counted as hours worked. C. Overtime/Compensatory Time 1. Paid Overtime a. Policy - It shall remain the policy of the City that overtime is to be used only as needed or under emergency conditions as approved by the City Administrator. 1) "Fair Labor Standards Act" - The CITY and the ASSOCIATION agree that the employees covered by this agreement, and defined as "non-exempt" employees under the Fair Labor Standards Act, shall be subject to the provisions of the Act as interpreted and administered by regulations of the US Department of Labor. The minimum wage and calculation of overtime compensation shall meet the requirements of the Act. 8 b. Rate of Pay - Permanent employees who work in excess of forty (40) hours per 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. 2. Compensatory Time Exempt Employees - Exempt permanent employees shall have the option of designating up to sixty (60) overtime hours per year to be paid in compensatory time at the time and one-half rate. The scheduling of compensatory time taken shall be approved by the employee's department head or supervisor. Permanent employees in classifications listed in Exhibit "E" "D" attached hereto and incorporated herein by this reference shall be defined as "exempt" employees who are not subject to the provisions of the Fair Labor Standards Act. 3. Callback - The CITY will reimburse permanent employees called back to work a minimum of two (2) hours of pay at the rate of one and one-half time (1 1/2) his or her regularly hourly rate. A supervisor shall notify an employee, in advance, of the need of work overtime. Where overtime is worked as an extension of the work day, it shall not be considered call back. While overtime may be required to be worked, it is the City's policy to discourage the working of overtime, and to provide reasonable notification to an employee should overtime be required. 4. Mandatory Standby - A permanent employee who is placed on standby status by his or her supervisor shall receive four (4) hours straight time pay for each twenty-four (24) hour period on such standby status. 5. Holiday Overtime - Permanent employees who are required to work on a legal holiday as designated in Article XII. A.2., 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. Holiday pay (time and one-half) will be compensated for work performed on the actual holidays as designated in Article XII. 7 ARTICLE X - HEALTH AND OTHER INSURANCE BENEFITS A. Health 1. Medical a. The CITY shall continue to provide group medical benefits to all permanent employees with coverage and other benefits comparable to the group medical plans currently in effect. b. The coverage and benefits provided under the CITY Health .Plan shall be as set forth in the Plan Document revised January 1, 1995 and modified from time to time to comply with changes in law requirements or the City's stop -loss re -insurance and developments in medicine. The plan shall be modified effective January 1, 1998 as follows: 1.) Prescription Payments - Employees shall be required to obtain the generic drug when available unless his/her physician specifically stipulates a brand name drug. The employee would be paying, in addition to the co -payment the difference between the generic and the brand name cost. 2.) Outpatient Surgery - Plan to pay ninety percent (90%) for PPO providers and seventy percent (70%) for non-PPO providers of usual, customary and reasonable charges after the deductible is met. This applies to outpatient surgical facilities, outpatient services in a hospital, surgeons, anesthesiologist and all pre -admission testing. 3.) Elimination of Mandatory Second Surgeon's Opinion Procedures - Due to advances in medical technology, the current Second Surgical Opinion list is outdated. The Plan shall require that the attending physician call OCPPO on all proposed, elective surgeries for a determination of second surgical opinion requirements. OCPPO will have the authority to waive or require a second opinion. 4.) Subsidized Retiree Medical - Benefits to be paid at the rate of 90% for PPO's and 70% for non-PPO's. 2. Dental - The CITY shall provide for each permanent employee at the City's expense dental insurance coverage comparable to either Delta -Care (PMI) Group Policy #4002 (Exhibit "F") or Delta Dental Group Policy #4729 (Exhibit "G"). The Delta Plan (#4729) shall include a twenty-five dollar ($25) deductible per person, per year. 3. Optical - The CITY shall provide a Vision Care Plan for permanent employees and their dependents at the City's expense as described in Exhibit "I". The Optical Plan benefits will provide for one (1) pair of eyeglasses every twelve (12) months, subject to the terms and' conditions of the current policy. B. Eligibility Criteria and Cost 1. City Paid Medical Insurance - Dependents - The CITY shall pay for health insurance for qualified dependents, subject to the limitations set forth in Article X.A.4.C., effective the first of the month following the month during which the employee completes one (1) year of full- time continuous service as a permanent employee within the CITY service, except that a 10 permanent part-time employee assigned to a work schedule of less than 2,080 hours, but more than 1,560 hours per year, must complete eighteen (18) months of continuous service, and a permanent part-time employee assigned to a work schedule of less than 1,560 hours, but more than 1,040 hours per year must complete two (2) years of continuous service before the CITY shall make such payments as set forth above. For purposes of determining continuous service, there shall be no accrual of hours for the period of time an employee is on a non -pay status for a complete pay period. A permanent employee is considered to be continuously employed where there has been no separation from CITY service. 2. City Paid Dental and Optical Insurance - Dependents - Upon completion of one (1) continuous year of service (as defined in Article X.A.4.a above), the CITY shall pay for dependent dental insurance. Upon completion of one (1) continuous year of service (as defined in Article XA4a above) the City shall pay for dependent vision care insurance. City's contribution to medical, dental and vision insurance premiums: a.) Employees hired prior to December 27, 1997. Effective January 1, 1997, the City shall pay medical, dental and vision insurance premiums by category and plan as follows: onthl it `:'::: ealt -.::.;::; ._:..Delta::':.'.<:.>::>:: eta;:;::;:>;:::: Premium Plan Net Pacificare Dental' " Care'`" """ Safe rd:'>' g ::;; ;:i Nsion .. .. ) Employee Only $238.62 $153.26 $150.21 $34.59 $21.48 $18.56 $17.10 Employee + One 477.26 335.53 329.14 66.07 36.51 33.41 17.10 LEmployee + Family 595.47 440.99 433.82 93.86 55.83 42.64 17.10 11 Effective January 1, 1999, the City shall contribute toward medical, dental and vision insurance premiums by category and plan at the rate effective on that date for employees hired prior to December 27, 1997. b.) Employees hired on or after December 27, 1997. Effective January 1, 1997, the City's contribution toward medical insurance premiums shall be no more than the rate set for (1) employee only, (2) employee plus one, or (3) employee plus family in either of the HMO plans offered by the City. Should the employee elect to be covered by the City plan, the City shall pay an amount equal to the highest HMO rate in the category of coverage selected by the employee. The employee shall pay the difference. The City's contribution toward dental and vision insurance shall be: Monthly" Delta > Delta VSP ,::.Premium .. .. >... :Dental: ;:;:.;....... : >:>:;:>:..Care'' «:»:<: ;. Safe uard:s«=.>::»:: g :. ;:: ;:;>:.:::: �sion Employee Only $34.59 $21.48 $18.56 $17.10 Employee + One 66.07 36.51 33.41 17.10 Employee + Family 93.86 55.83 42.64 17.10 Effective January 1, 1999, the City shall contribute toward dental and vision insurance premiums by category and plan at the rate effective on that date for employees hired on or after December 27, 1997. C. COBRA Permanent employees who terminate their employment with the City and dependents of permanent employees shall have any and all COBRA benefits to which the law entitles them. D. Life and Accidental Death and Dismemberment The CITY shall provide for each permanent employee, at City's cost, $25,000 of life insurance and $10,000 accidental death and dismemberment insurance. The City shall also provide for the availability of optional supplemental life and accidental death and dismemberment insurance coverage at the employee's cost. E Long Term Disability Insurance The CITY shall provide for each permanent employee at the City's expense a long-term disability insurance plan comparable to the Group Disability Insurance Plan in effect on July 5, 1980 February 1, 1995 (Exhibit "J"). Such plan shall be modified, effective November 21, 1988, to provide benefits as outlined in Plan B of Exhibit "J". The parties agree to exclude the first year of job related illness or injury from coverage on condition that the plan provides for a coordination with sick leave, vacations and holidays which is satisfactory to the ASSOCIATION. 12 F. Miscellaneous 1. Nothing in this Article shall be deemed to restrict the City's right to change insurance carriers or self -fund should circumstances warrant. CITY shall, however, notify the ASSOCIATION of any proposed change, and allow the ASSOCIATION an opportunity to review any proposed change and make recommendations to the CITY. 2. Nothing in this Article shall be deemed to obligate the CITY to improve the benefits outlined in this Article. 3. When the CITY grants an employee leave without pay for reason of medical disability, the CITY shall maintain the City paid employees' insurance premiums for the time the employee is in a non -pay status for the length of said leave not to exceed twenty-four (24) months. The CITY shall provide timely written notification of employee rights under this Article and the Long Term Disability Plan and will assist the employee in processing LTD claims so that undue delay in receiving LTD payments is avoided. 4. The CITY and the ASSOCIATION agree to establish and participate in a city-wide joint labor and management insurance benefits advisory committee to discuss and study issues relating to insurance benefits available for employees. 5. Health Plan Over -Payments - Unit members shall be responsible for accurately reporting changes in the status of dependent(s) which affect their eligibility for health plan coverage ninety (90) days after the date of such status change. The City shall use its best efforts to advise all unit members of their obligation to report changes in the status of dependent(s), which affect their eligibility. If an employee fails to report a status change that affects eligibility within ninety (90) days, the City shall have the right to recover any premiums paid by the City, on behalf of ineligible dependents. Recovery of such overpayments shall be made as follows: a) The employee's bimonthly salary warrant shall be reduced by one-half of the amount of the bimonthly overpayment (e.g., if the overpayment is $150.00 month, the bimonthly contribution would be $75.00. The employee's bimonthly salary payment shall be reduced by $37.50). Such reduction shall continue until the entire amount of the overpayment is recovered. b) The City shall be entitled to recover a maximum of 12 months premium overpayments. Neither the employee nor the dependent shall be liable to the City other than as provided herein. 13 ARTICLE XI - RETIREMENT A. Benefits Self -Funded Supplemental Retirement Benefit - Employees hired prior to December 27, 1997, are eligible for the Self Funded Supplemental Retirement Benefit which provides that: a. In the event a PERS member elects Option #2 (Section 21333) or Option #3 (Section 21334) of the Public Employees' Retirement law, the CITY shall pay the difference between such elected option and the unmodified allowance which the retiree would have received for his or her life alone. This payment shall be made only to the retiree, shall be payable by the CITY during the life of the member, and upon that retiree's death, the CITY's obligation shall cease. The method of funding this benefit shall be the sole discretion of the CITY. This benefit is vested for permanent employees covered by this Agreement (Note: The options provide that the allowance is payable to the retiree until his or her death, and then either the entire allowance [Option #2] or one-half of the allowance [Option #3] is paid to the beneficiary for life.) b. Employees hired on or after December 27, 1997, shall not be eligible for this benefit referenced in A.I.a. herein down. 2. Deferred Compensation (Retiree Medical Funding)- The CITY and the ASSOCIATION agree to continue the existing funding mechanism whereby permanent employees may set aside funds which, at retirement, may be used for funding their medical insurance premiums. The parties agree to utilize the existing Deferred Compensation Plan as said funding mechanism. Any permanent employee who contributes one dollar ($1.00) or more per pay period to his or her deferred compensation account shall receive an employer contribution to the employee's deferred compensation account in the amount of five dollars and fifty cents ($5.50) per pay period. 3. Medical Insurance for Retirees a. Upon retirement, whether service or disability, each permanent employee shall have the following options in regards to medical insurance under CITY sponsored plans: 1. With no change in benefits, retirees can stay in any of the plans offered by the CITY, at the retiree's own expense, for the maximum time period required by Federal Law (COBRA), or 2. Retirees retiring after approval of this MOU may participate in the Retiree Medical Plan, attached hereto as Exhibit "K", as amended, or either of the HMO plans currently being offered to retirees, based upon the eligibility requirements described in Exhibit "K". 14 b. Retired employees exercising either option pursuant to Article XI.A.3a. above may cause the premiums owed by the retiree to be paid by the CITY out of any available funds due and owing them for unused sick leave benefits upon retirement, as provided in Article XII.A.3a.; provided, however, that whenever any such retired employee does not have any such available funds with which to cause the premiums to be paid, he or she shall have the opportunity to provide the CITY with sufficient funds to pay the premiums. At retirement, the sick leave hours remaining shall be converted to a dollar figure, as provided in Article XII.A.3a., and an estimate shall be provided by the CITY to the retired employee as to the approximate number of months the group insurance can be paid by such sick leave dollars. The CITY shall notify any retired employee whose funds available for unused sick leave benefits are about to be exhausted of such fact in writing by certified mail, return receipt requested, at the retired employee's most recent address of record with the CITY no later than three (3) months prior to the date upon which there will not be sufficient funds to pay premiums. It shall be the individual retiree's responsibility either to insure that there are sufficient sick leave dollars available to pay premiums or to make premium payments at least one (1) month in advance to continue the group insurance in effect. If, following exhaustion of sick leave funds, a retired employee fails to provide the CITY with sufficient additional funds to pay premiums, the CITY shall have the right to notify said retired employee in the manner prescribed above that it intends to cause his or her coverage to be terminated for non-payment of premiums, and the further right to terminate such coverage if such default has not been cured within thirty five (35) days of mailing notice. Any retired employee electing to obtain such medical insurance coverage after retirement shall have the further option to terminate such coverage following the provision of thirty (30) days written notice to the CITY, whereupon any funds due and owing him or her for unused sick leave benefits that have not been exhausted to pay these health insurance premiums shall be paid in a lump sum to the retired employee within thirty (30) days following receipt by the CITY of such notice; provided, however, that once such retired employee elects to terminate such coverage, he or she shall be precluded from securing it at a later date at the group rate. B. Public Employees' Retirement System Reimbursement and Reporting 1. Employee's Contribution - Each permanent employee covered by this Agreement shall be reimbursed an amount equal to seven percent (7%) of the employee's base salary as a pickup of the employee's contribution to the Public Employees' Retirement System. The above PERS pickup is not base salary, but is done pursuant to Section 414 (h)(2) of the Internal Revenue Code. 2. "Rollover" - No unit employee shall be allowed to continue the rollover benefit provided by Article XI. B.2 of the 1991-93 M.O.U. beyond January 31, 1994. 15 ARTICLE XII - LEAVE BENEFITS A. Leave With Pay 1. Vacation a) Accrual - 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 shall be accrued at the rate of 112 hours per year. 2) After four (4) years of continuous service to the completion of nine (9) years of continuous service, vacation shall be accrued at the rate of 136 hours per year. 3) After nine (9) years of continuous service to the completion of fourteen (14) years of continuous service, vacation time shall be accrued at the rate of 160 hours per year. 4) After fourteen (14) years of continuous service, vacation time shall be accrued at the rate of 192 hours per year. 5) The limit on vacation accumulation shall be three hundred twenty (320) hours. b) Eligibility and Permission - No vacation may be taken until an employee completes six (6) months of continuous service. Permanent, part-time employees assigned a work schedule of less than 2,080 hours, but more than 1,560 hours per year, shall receive vacation at three -fourths (3/4) the rate of permanent, full-time employees, and permanent part-time employees assigned a work schedule of less than 1,560 hours, but more than 1,040 hours per year shall receive vacation at one-half (1/2) the rate of permanent, full-time employee. c). Conversion to Cash - Once during each fiscal year, each permanent employee shall have the option to convert into a cash payment or deferred compensation up to a total of eighty (80) hours of vacation benefits. The employee shall give two (2) weeks advance notice of his or her desire to exercise such option. 1) Cash Advance - Upon one -week written notification to the Finance Director, each permanent employee shall be entitled to receive his or her earned vacation pay, less deductions, in advance, prior to his or her regularly scheduled annual vacation. Such advancement shall be limited to one (1) during each employee's anniversary year. 16 2. Holidays - All permanent employees represented by the Association shall have the following legal holidays with pay: a. New Year's Day b. Martin Luther King Day (third Monday in January) 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. Veteran's Day (November 11) - h. Thanksgiving Day (fourth Thursday in November) i. The Friday after Thanksgiving j. Christmas Day (December 25) k. Any day declared by the President of the United States to be a national Holiday or by the Governor of the State of California to be a state holiday and adopted as an employee holiday by the City Council of Huntington Beach. Holidays which fall on Sunday shall be observed the following Monday, and those falling on Saturday shall be observed the preceding Friday. 3. Sick Leave a. Pay -Off at Termination - Upon termination, all permanent 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. b. Extended Absences -Sick leave shall not be used to extend absences due to work related (industrial) injuries or illnesses. 4. Bereavement Leave - Permanent employees shall be entitled to bereavement leave not to exceed (3) work shift days in each instance of death in the immediate family. Immediate family is defined as father, mother, sister, brother, spouse, children, stepfather, stepmother, stepsisters, stepbrothers, mother-in-law, father-in-law, brother-in-law, sister-in-law, stepchildren, grandparents, grandchildren, son-in-law, and daughter-in-law. 5. Association Business - An allowance of 50 hours per year shall be established for the purpose of allowing duly authorized representatives of the ASSOCIATION to conduct lawful Association activities. 17 ARTICLE XIII - CITY RULES A. Personnel Rules The City and the ASSOCIATION agree to implement the following rules and accordingly revise the Personnel Rules as described herein: 1. Rule 5 - Recruitment and Selection Procedure a) 5-14 - Promotional Exams - Promotional examinations may be conducted whenever, in the opinion of the Personnel Director, after consultation with the department head, the need of the service so requires; provided, however, a promotional examination may not be given unless there are two (2) or more candidates eligible. Only employees who meet the requirements for the vacant position 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 promotional examination, and such list shall contain the name(s) of those that passed the examination. b) 5-20 - Duration of Employment Lists - Employment lists shall remain in effect for one (1) year from the date of the last examination, unless sooner exhausted. Promotional lists and entry level employment lists may be extended prior to expiration date by the Personnel Director 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. Names placed on such lists shall be merged with others already on the list in order of scores. 2. Rule 8 - Termination a) 8-3 - Layoff in Accordance with Length of Service - The CITY and the ASSOCIATION agree that the first sentence in Personnel Rule 8-3 shall be modified to read as follows: Layoff shall be made in accordance with the relative length of the last period of continuous 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 are first laid off. b) 8-11 - Re-employment- With the approval of the Personnel Director, an employee who has resigned in good standing from the competitive service may be reemployed to his/her former position, if vacant, or to a vacant position in the same or a comparable class within one (1) year from date of resignation in accordance with Rule 5-21. If such re-employment commences within ninety days of the effective date of resignation, the employee shall not be considered a new employee for vacation and seniority purposes. 18 3. Rule 9 - Probation a) 9-5 - Rejection Following Promotion - Any employee rejected during the probationary period following a promotional appointment, shall receive a performance evaluation for the probationary period served and be reinstated to the position from which the employee was promoted unless charges are fled and the employee is discharged. When an employee is returned to his/her former class under the provisions of this Section, the employee shall serve the remainder of any uncompleted probationary period in the former class. 4. Rule 18 - Attendance and Leaves a) 18-8 - Sick Leave - The parties agree to modify Section 18-8(d) of the Personnel Rules to provide: Sick leave may be used for an absence due to illness of the employee's spouse, child, stepchild or parent when the employee's presence is required at home, provided that such absence shall be limited to five (5) days per calendar year. b) 18-19 - Maternity Leave - The CITY and the ASSOCIATION agree to modify the present Personnel Rule 18-19 Maternity Leave to read as follows: "A permanent employee shall be entitled to a leave of absence without pay due to inability to work due to pregnancy. The employee will be entitled to use available sick leave during this period. Said leave must be requested in writing from the Department Head and must include written notification from the employee's physician stating the last day the employee may work and the estimated duration of leave. The employee must obtain written authorization to return to work from the attending physician. Said authorization must be filed with the Department Head and the Personnel Director." c) 18-20 - Leave of Absence without Pav - The CITY and the ASSOCIATION agree that the following sub -paragraph "C" shall be added to Personnel Rule 18-20. Leave of Absence Without Pay: Leave of absence without pay, for medical disability reasons, shall be restricted to six (6) months. 5. Rule 19 - Grievance Procedure Non -Disciplinary Matters a) 19-5 - Grievance Procedure 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: Within fifteen (15) days after the time the decision is rendered under Step 3 above, a written statement of the grievance shall be fled 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 to be served upon all interested parties. The Personnel Director, or his representative, shall hear the matter de novo and shall make recommended findings, 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 following 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 employee organization and the Personnel Director. 19 Step 5 - Personnel Board b) Hearing. As soon as practicable thereafter, the Personnel Director shall set the matter for hearing before a hearing officer either selected by mutual consent of the parties or from a list provided by the Personnel Commission. Ratification of the hearing officer selected by mutual consent of the parties, if from a list approved by the Personnel Commission, shall not require separate approval or ratification by the Personnel Commission. The hearing officer shall hear the case and make recommended findings, conclusions and decision in the form of a written report and recommendation to the Personnel Commission. In lieu of the hearing officer process, the Personnel Commission may agree to hear a case directly upon submission of the case by mutual consent of the parties. 6. Rule 21 - Grievance Procedures - General a. Rule 21-7 - Hearing officers - The hearing officer provided for in Rules 19 and 20 shall be from a list provided by the Personnel Commission or one selected by mutual consent of the parties. b. Rule 2 1 -11 - Time. Computation of - The period of time in which any act must occur, as provided in these rules, shall 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 10, all references to days shall be interpreted to mean calendar days. C. Rule 21-12 - Time. Extension of - The City and the employee, or employee organization may, by mutual consent, extend the time period within which an act must occur in the processing of grievances. 7. Rule 8-1-Medical Termination - The City and Association agree to meet during the term of this agreement on proposed revisions of Personnel Rule 8-1. 20 B. Employer -Employee Relations Resolution 1. Modification of Section 7 - Decertification and Modification a. The CITY and the ASSOCIATION desire to maintain labor stability within the representational unit to the greatest extent possible, consistent with the employee's right to select the representative of his or her own choosing. For these purposes, the parties agree that this Agreement shall act as a bar to appropriateness of this unit and the selection of the representative of this unit, except during the month of August prior to the expiration of this Agreement. Changes in bargaining unit shall not be effective until expiration of the MOU Except as may be determined by the Personnel Commission pursuant to the procedures outlined below. This provision shall modify and supersede the time limits, where inconsistent, contained in Section 7 of the current Employer -Employee Relations Resolution of the City of Huntington Beach. b. The CITY and the ASSOCIATION have agreed to a procedure whereby the CITY, by and through the Personnel Director, would be entitled to propose a Unit Modification. The ASSOCIATION and the CITY agree to jointly recommend a modification of the City of Huntington Beach Employer -Employee Relations Resolution (Resolution Number 3335) upon the CITY's having completed its obligation to meet and confer on this issue with all other bargaining units. The proposed change to the Employer -Employee Relations Resolution as follows: 7-3. Personnel Director Motion of Unit Modification - The Personnel Director may propose, during the same period for filing a Petition for Decertification, that an established Unit be modified in accordance with the following procedure: 1) The Personnel Director shall give written notice of the proposed Unit Modification of Modifications to all employee organizations that may be affected by the proposed change. Said written notification shall contain the Personnel Director's rationale for the proposed change including all information which justifies the change pursuant to the criteria established in Section 6-5 for Appropriateness of Units. Additionally, the Personnel Director shall provide all affected employee organizations with all correspondence, memoranda, and other documents which relate to any input regarding the Unit Modification which may have been received by the CITY or from affected employees and/or sent by the CITY to affected employees; 2) Following receipt of the Personnel Director's Proposal for Unit Modification any affected employee organization shall be afforded not less than thirty (30) days to receive input from its members regarding the proposed change and to formulate a written and/or oral response to the Motion for Unit Modification to the Personnel Commission; 21 3) The Personnel Commission shall conduct a noticed Public Hearing regarding the Motion for Unit Modification at which time all affected employee organizations and other interested parties shall be heard. The Personnel Commission shall make a determination regarding the proposed Unit Modification which determination may include a granting of the motion, a denying of the motion, or other appropriate orders relating to the appropriate creation of Bargaining Units. Following the Personnel Commission's r. determination of the composition of the appropriate Unit or Units, it shall give written notice of such determination to all affected employee organizations; 4) Any party who chooses to appeal from the decision of the Personnel Commission is entitled to appeal in accordance with the provision of Section 14-4 of Resolution Number 3335. C. RULES GOVERNING LAYOFF, REDUCTION IN LIEU OF LAYOFF AND RE- EMPLOYMENT. Part 1. Layoff Procedure General Provisions a. Whenever it is necessary because of lack of work or funds to reduce the staff of a City department, employees may be laid off pursuant to these rules. b. Whenever an employee is to be separated from the competitive service because the tasks assigned are to be eliminated or substantially changed due to management -initiated changes, including but not limited to automation or other technological changes, it is the policy of the City that steps be taken by the Personnel Division 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 increase efficiency. C. A department shall reduce staff by identifying which, positions within the department are to be eliminated. d. The employee who has the least City-wide service credit in the class within the department shall have City-wide transfer rights in the class pursuant to Part 1., Section 3., Transfer or Reduction to Vacancies in Lieu of Layoffs, or within the occupational series pursuant to Part 2., Bumping Rights. e. If a deadline within this procedure falls on a day the City Hall is closed, the deadline shall be the next day City Hall is open. 2. Service Credit a. Service credit means total time of,full-time continuous service within the City at the time the layoff is initiated, including probation, paid leave or military leave. Permanent part- time employees earn service credit on a pro rata basis. b. Except as required by law, leaves of absence without pay shall not earn service credit. C. As between two or more employees who have the same amount of service credit, the employee who has the least amount of service in class shall be deemed to be the least senior employee. 22 3. Transfer or Reduction to Vacancies in Lieu of Layoff a. In lieu of layoff, a transfer within class shall be offered to an employee(s) with the least amount of service credit in the class designated for staff reduction within a department subject to the following: 1) The employee has the necessary qualifications to perform the duties of the position. ' 2) The employee shall be given the opportunity, in order of service credit, to accept a transfer to a vacant position in the same class within the City, provided the employee has the necessary qualifications to perform the duties of the position. 3) If no position in the same class is vacant, the employee shall be given the opportunity, in order of service credit, to transfer to the position in the same class that is held by an incumbent in another department with the least amount of service credit whose position the employee has the necessary qualifications to perform. b. If an employee(s) is not eligible for transfer within the employee's class, the employee shall be offered, in order of service credit, a reduction to a vacant position in the next lower class within the City in the occupational series in lieu of layoff provided the employee has the necessary qualifications to perform the duties of the position. C. If the employee refuses to accept a transfer or reduction pursuant to A. or B., above, the employee shall be laid off. d. If the employee(s) in the class with the least amount of service credit is in the position(s) to be eliminated or displaced by transfer, the employee shall be offered bumping rights, pursuant to Part 2. e. Any employee who takes a reduction to a position in a lower class within the occupational series in lieu of layoff shall be placed on the reinstatement/reemployment list(s) pursuant to Part 3., Reemployment. 4. Order of Layoff a. Prior to implementing a layoff, vacant positions that are authorized to be filled shall be identified by City-wide occupational series. If the employee refuses to accept a position pursuant to Section 3., above, the employee shall be laid off. b. No promotional probationary employee or permanent employee within a class in the department shall be laid off until all temporary, non -permanent part-time and non promotional probationary employees in the class are laid off. Permanent employees whose positions have been eliminated may exercise City-wide bumping rights to a lower class in the occupational series pursuant to Part 2. C. When a position in a class and/or occupational series is eliminated, any employee in the class who is on authorized leave of absence or is holding a temporary acting position in another class shall be included for determining order of service credit and be subject to these layoff procedures as if the employee was in his or her permanent position. 5. Notification of Employees a. The Personnel Division shall give written notice of layoff to the employee by personal service or by sending it by certified mail to the last known mailing address at least fifteen (15) calendar days prior to the effective date of the layoff. Normally notices will be served on employees personally at work. b. Layoff notices may be initially issued to all employees who may be subject to layoff as a result of employees exercising voluntary reduction/bumping rights. 23 C. The notice of layoff shall include the reason for the layoff, the effective date of the layoff, the employee's hire date and the employee's service credit ranking. The notice shall also include the employee's right to bump the person in a lower class with the least service credit within the occupational series provided the employee possesses the necessary qualifications to successfully perform the duties in the lower class and the employee has more service credit than the incumbent in the lower class. d. The written layoff notice given to an employee shall include notice that he or she has seven (7) calendar days from the date of personal service, or date of delivery of mail if certified, to notify the Personnel Director in writing if the employee intends to exercise the employee's bumping rights, if any, pursuant to Part 2., Bumping Rights. e. Whenever practicable, any employee with the least amount of service credit in a lower class within an occupational series which is identified for work force reduction shall also be given written notice that such employee may be bumped pursuant to Part 2. This notice shall include the items referred to in C., above. f. If an employee disagrees with the City's computation of service credit or listed date of hire, the employee shall notify the Personnel Director as soon as possible but in no case later than five (5) calendar days after the personal service or certified mail delivery. Disputes regarding date of hire or service credit shall be jointly reviewed by the Personnel Director and the employee and/or the employee's representative as soon as possible, but in no case later than five (5) calendar days from the date the employee notifies the Personnel Director of the dispute. Within five (5) calendar days after the dispute is reviewed, the employee shall be notified in writing of the decision. Part 2. Bumping Rights Voluntary Reduction or Bumping in Lieu of Layoff a. A promotional probationary employee or permanent employee who receives a layoff notice may request a reduction to a position in a lower class within the occupational series provided the employee possesses the necessary qualifications to perform the duties of the position. b. Employees electing reduction under A. above, shall be reduced to a position authorized to be filled in a lower class within the employee's occupational series. The employee may reduce to a lower class in his/her occupational series_ by 1) filling a vacancy in that class, or 2) if no vacancy exists, displacing the employee in the class with the least service credit, whose position the employee has the necessary qualifications to perform. A displaced employee shall have bumping rights. C. An employee who receives a layoff notice must exercise bumping rights within seven (7) calendar days of receipt of the notice as specified in Part 1. Failure to respond within the time limit shall result in a reputable presumption that the employee does not intend to exercise any right of reduction or bumping to a lower class. The employee must carry the burden of proof to show that the employee's failure to respond within the time limits was reasonable. If the employee establishes that failure to respond within the time limit was reasonable, to the Personnel Director's satisfaction, the employee shall be permitted to exercise bumping rights but shall not be reinstated to a paid position until the employee to be bumped has vacated the position. If the employee disagrees with the Personnel Director's decision, the employee may appeal pursuant to the provisions of Sections 3 and 4 below. 2. Rein statement/Reemployment Lists Any employee who takes a reduction to a position in a lower class within the occupational series in lieu of layoff shall be placed on the reinstatement/reemployment list pursuant to Part 3. Reemployment. 24 3. Qualifications Appeal Any employee who is denied a reduction to a position in a lower class within the occupational series on the basis that the employee does not possess the necessary qualifications to successfully perform the duties of the lower position may appeal the decision. The appeal shall be filed with the Personnel Director within five (5) calendar days of the employee's receipt of written notice of the decision and reason(s) for denial. The employee's appeal shall be in writing and shall include supporting facts or documents supporting the appeal. 4. Qualifications Appeal Hearing a. Upon receipt of an appeal, the Personnel Director shall contact a mediator from the California State Mediation and Conciliation Service to schedule a hearing within two (2) weeks after receipt of the appeal. If the California State Mediation and Conciliation Service is not available within that time frame, the parties shall mutually select a person who is available within the time frame. If the California State Mediation and Conciliation Service and the person mutually selected are not available within the time frame, the parties shall select the earliest date either is available to conduct the hearing. The parties shall split the cost, if any, of the hearing officer. In addition, the parties shall meet within three (3) work days to attempt to resolve the dispute. If the dispute remains unresolved, the parties shall endeavor in good faith to submit to the hearing officer a statement of all agreed upon facts relevant to the hearing. b. Appeal hearings shall be limited to two (2) hours, except as otherwise agreed by the parties or directed by the hearing officer. C. The hearing officer shall attempt to resolve the dispute by mutual agreement if possible. If no agreement is reached, the hearing officer shall render a decision at the conclusion of the hearing which shall be final and binding. PART 3. REEMPLOYMENT 1. Reemployment a. Employees who are laid off or reduced to avoid layoff shall have their names placed upon a reemployment list, for each class in the occupational series, in seniority order at or below the level of the class from which laid off or reduced. b. Names of persons placed on the reemployment lists shall remain on the list for two (2) years from the date of layoff or reduction. C. Vacancies shall be filled from the reemployment list for a class, starting at the top of the list, providing that the person meets the necessary qualifications for the position. d. Names of persons are to be removed from the reemployment list for a class if on two (2) occasions they decline an offer of employment or on two (2) occasions fail to respond to offers of employment in a particular class within five (5) calendar days of receipt of written notice of an offer. Any employee who is dismissed from the City service for cause shall have his or her name removed from all reemployment lists. e. Reemployment lists shall be available to HBMEA and affected employees upon reasonable request. f. Qualifications appeals involving reemployment rights shall be resolved in the same manner as that identified in Part 2., Section 4. 25 2. Status on Reemployment a. Persons reemployed from layoff within a two (2) year period from the date of layoff shall receive the following considerations and benefits: 1) Service credit held upon layoff shall be restored, but no credit shall be added for the period of layoff. 2) Prior service credit shall be counted toward sick leave and vacation accruals. 3) Employees may cash in sick leave upon layoff or at any time after layoff in the manner and amount set forth in existing Memoranda of Understanding for that employee's unit. Sick leave shall be paid to an employee when the reemployment list(s) expire(s), if not previously paid. 4) Upon reinstatement the employee may have his or her sick leave re -credited by repayment to the City the cashed amount. Sick leave accumulation of less than 480 hours shall be restored upon reemployment. 5) The employee shall be returned to the salary step of the classification held at the time of the layoff and credited with the time previously served at that step prior to being laid off. 6) The probationary status of the employee shall resume if incomplete. b. Employees who have reduced to avoid layoff and are returned within two (2) years to their former class shall be placed at the salary step of the class they held at the time of reduction and have their merit increase eligibility date recalculated. ARTICLE XIV - MISCELLANEOUS A. Grievance Arbitration Alternative - Any grievance as defined and described in Rules 19 and 20 of the CITY Personnel Rules (Resolution No. 3960), shall be settled in accordance with the procedures set forth in said Rules except that the parties to the grievance may, by mutual agreement, submit the grievance to a neutral arbitrator whose decision shall be final and binding on the parties. The arbitrator shall be selected by the parties from listings of 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, or Step 4 of Rule 20, and the fees charged by the arbitrator or hearing officer and court reporter shall be paid by the party which is not the prevailing party. B. Promotional Procedures Tie Scores - 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. 2. Salary Upon Promotion - Upon promotion, an employee shall be compensated at the same step in the salary range for his or her new classification, subject to the following provisions: a) Except for the provisions of sub -paragraphs b) and c) below, no employee shall receive greater than a ten percent (10%) increase upon promotion. b) If "A" STEP of the classification upon promotion is greater than 10% increase, the employee shall be compensated at "A" STEP upon promotion. c) If the employee would be eligible for a step increase within 11 months of the date of promotion in his or her classification before promotion, then the Personnel Director may authorize an increase greater than ten percent (10%) upon promotion. 26 C. Labor -Management Relations Committee - The CITY and MEA will institute a Labor - Management Relations Committee as follows: 1. The Association and the Employer recognize that the participation of employees in the formulation and implementation of personnel policies and practices affects their well- being and the efficient administration of the Government. The parties further recognize that the entrance into a formal agreement with each other is but one act of joint participation, and that the .success of a labor-management relationship is further assured if a forum is available and used to communicate with each other. The parties therefore, agree to the structure of Labor -Management Relations Committees (LMRC) for the purpose of exchanging information and the discussion of matters of concern or interest to each of them, in the broad area of working conditions, wages and hours. 2. The City of Huntington Beach shall have an LMRC. The formation of this LMRC shall not serve as the basis for reopening the meet and confer process to modify this MOU. 3. The LMRC shall meet monthly. The employer shall be represented by the City Administrator (or designee), the Personnel Director and Department Heads. The Association shall be represented by four representatives at these meetings. 4. The Employer agrees that any meeting conducted under this article shall be conducted in facilities furnished by the Employer, and Association representatives shall be released from their duties to attend the LMRC. 5. The parties shall exchange agenda items five workdays before each scheduled LMRC meeting described in this section. Matters not on the agenda may be discussed by mutual consent. If either party timely forwards an agenda, the meeting will be held. D. Copies of MOU - The City agrees to print this Memorandum of Understanding, except for Exhibit "E", for each employee requesting a copy. E. Position Classification Issues 1. Class Specifications - The CITY shall send the ASSOCIATION a copy of each new job description approved for classifications within the representation unit. 2. Reclassification Impact - It is not the intention of the City to demote or layoff an employee through reclassification. Prior to imposing a Y-rating, or layoff resulting from classification reviews, the City agrees to meet and confer with ASSOCIATION representatives. 27 3. Clerical/Secretarial Classification Study a. Effective May 17, 1990, the positions and their current incumbents in the classification of Secretary Typist (Admin. Services Dept.) as set forth will be "grandfathered" into their current classifications until the position becomes vacant. b. Management retains the right to transfer the employees in the "grandfathered" positions without loss of pay. C. Management retains the right to recommend reclassification upward or laterally of the "grandfathered" positions. No examination shall be required to reclassify upward any of these three "grandfathered" positions. r- d. The Association agrees not to file a grievance on behalf of any employee using the above "grandfathered" positions as justification to demonstrate higher level duties in order to obtain an upgrade in classification or salary. In no way does this section prevent or limit any employee from filing a classification grievance except as described above. 4. Classification Consultant a. The City of Huntington Beach (City) and the Huntington Beach Municipal Employees' Association (HBMEA) agree to refer the classes listed below to a classification consultant to submit recommendations regarding: Appropriateness of the class specification and duties. 2. Internal salary relationship to similar classes. 3. Salary relationship to similar classes in comparable jurisdictions. b. Submitted Classes: Police Records Technician Inspector Water Services Senior Education Specialist Civilian Check Investigator Communications Technician Communications Technician Assistant Literacy Project Coordinator Crime Analyst Word Processing Systems Assistant C. If the City is in agreement with the classification recommendation, it will recommend adoption to the Personnel Commission and the City Council. If the City disagrees with the recommendation, it shall present its reason(s) relative to its disagreement to the consultant,, HBMEA, Personnel Commission and/or City Council. HBMEA will present its position relative to the consultant recommendation at the same time as the City. The parties will present their respective positions no later than 45 days after receipt of the consultant's recommendation. d. All salary recommendations of the consultant that differ from current assigned salaries shall be subject to the meet and confer process. 28 F. Class A and B Driver's License Fees - The CITY shall reimburse employee's for costs associated with obtaining and renewing Class A and Class B driver's licenses where required by the CITY for the position. G. Job Sharing - The CITY shall direct the Labor/Management Relations Committee (LMRC) to review the feasibility of developing and implementing a Job Sharing Program. 29 ARTICLE XV - CITY COUNCIL APPROVAL It is the intent of CITY and ASSOCIATION that this Memorandum of Understanding represents an "Agreement" between the undersigned within the meaning of Section 8-2 of the Huntington Beach Employer -Employee Relations Resolution; however, this Memorandum of Understanding is of no force or effect whatsoever unless adopted by resolution of the City Council of the City of Huntington Beach. IN WITNESS WHEREOF, the parties hereto have executed this Memorandum of Understanding this 15thday of December , 1997. CITY OF HUNTINGTON BEACH By: f Ci dministrator By: William H. Osness, Personnel Director APPROVED AS TO FORM: By: ` Gail Hutton, City Attorney -S �776,_� 0 HUNTINGTON BEACH MUNICIPAL EMPLOYEES' ASSOCIATION By: Don Bryant, HBMEA Bargaining Committee By: 4 D,z. Sharon Groat, HBMEA Bargaining Committee By: ! ou 4 � Tom Hasty, HBMEA Bargaining Committee By: Priscilla arker, HBMEA Bargaining Committee By: a,"agL Arnold Ross, HBMEA Bargaining Committee By: Jul0 ussell,,PBMEA Bargaining Committee By: /�/ d, 6,01, Nick Ber dmo, HBMEA Bargaining Committee ka MEA LIST OF MOU EXHIBITS EXHIBITS SUBJECT A Class/Salary Schedule B Uniform Policy C Vehicle Use Policy D FLSA Exempt Classes E Employee Health Plan F Delta Care/PMI - Dental Plan G Delta Dental - Dental Plan H Safeguard Dental I Vision Service Plan J Long Term Disability Plan K Retiree Medical Plan and Subsidy Program 31 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEMBER 2791997 OS-Dec-97 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 431 1641 ACCOUNTANT 3240 3420 3609 3805 4015 461 1640 ACCOUNTANT SR 3766 3973 4190 4421 4663 350 6611 ACCOUNTING TECH 11 2165 2284 2410 2543 2682 370 6612 ACCOUNTING TECH III 2392 2523 2661 2808 2961 390 6613 ACCOUNTING TECH IV 2642 2789 2942 3103 3273 396 5648 ADMIN AIDE 2725 2874 3031 3198 3375 376 6614 ADMIN SECRETARY 2466 2601 2745 2895 3056 390 6621 ART EDUCATION COORD 2642 2789 2942 3103 3273 396 7649 AUTOMATED IRRG WKR 2725 2874 3031 3198 3375 385 7691 AV COORDINATOR 2581 2722 2871 3030 3195 385 3667 AV MEDIA SPEC 2581 2722 2871 3030 3195 385 8634 BLDG MAINT SVC WKR 2581 2722 2871 3030 3195 449 3620 BLDG MAINT TECH 3545 3741 3948 4164 4394 412 7628 BLOCK MASONRY WKR 2946 3109 3280 3460 3651 438 1644 BUYER 3358 3544 3739 3944 4161 476 6694 CAD SPECIALIST 4057 4286 4516 4765 5026 412 7623 CARPENTER 2946 3109 3280 3460 3651 379 8615 CARPENTER TRAINEE 2504 2642 2789 2940 3102 396 7661 CHEMICAL APPLICATOR 2725 2874 3031 3198 3375 475 1631 CIVIL ENGNG ASST 4038 4260 4494 4741 5001 449 1636 CIVIL ENGNG JUNIOR 3545 3741 3948 4164 4394 372 3600 CIVILIAN CHK INVEST 2415 2549 2689 2836 2992 365 3664 CLAIMS EXAMINER 2335 2462 2597 2739 2890 447 3663 CLAIMS EXAMINER SR 3510 3701 3907 4122 4349 396 3638 CODE ENFORCEMENT TR 2725 2874 3031 3198 3375 449 1660 CODE ENFORCM OFC SR 3545 3741 3948 4164 4394 439 3625 CODE ENFORCM OFC-Y 3376 3562 3758 3963 4182 438 3634 CODE ENFORCMNT OFFR 3358 3544 3739 3944 4161 280 5675 COM SERV DRIVER 1524 1608 1697 1790 1888 360 8647 COMM TECH ASST 2278 2403 2536 2674 2822 427 7614 COMM TECHNICIAN 3180 3355 3538 3733 3937 384 5623 COMMUNITY CTR LDR 2566 2706 2856 3013 3180 459 3631 COMPUTER DRAFT TECH 3727 3933 4149 4377 4618 373 3649 COMPUTER OPERATOR 2427 2562 2701 2850 3008 382 3653 COMPUTER OPR ASST 2540 2680 2829 2985 3148 415 3660 COMPUTER OPR COORD 2992 3157 3330 3514 3708 391 3648 COMPUTER OPR SR 2654 2800 2954 3117 3290 459 3661 COMPUTER OPR SUPVR 3727 3933 4149 4377 4618 406 7629 CONCRETE FINISHER 2862 3020 3187 3362 3547 417 7627 CONSTR & MAINT WKR 3024 3190 3365 3551 3746 359 6620 CONSTR PERMIT AIDE 2266 2392 2523 2661 2808 372 6688 COURT LIAISON CLERK 2415 2549 2689 2836 2992 385 3606 CRIME ANALYST 2581 2722 2871 3030 3195 471 3605 CREME ANALYST SR 3956 4175 4405 4649 4904 445 1679 CRD&NALIST 3476 3667 3869 4082 4306 485 1680 CRIl&NALIST SENIOR 4246 4480 4727 4987 5260 1 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEM 3ER 27,1997 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 438 3645 CRS CNNCT CNTL SPEC 3358 3544 3739 3944 4161 454 2681 CRWLDR BEACH MAINT 3637 3837 4048 4271 4506 459 2673 CRWLDR BLDG MAINT 3727 3933 4149 4377 4618 459 2670 CRWLDR ELEC MAINT 3727 3933 4149 4377 4618 454 2688 CRWLDR IRRIGATION 3637 3837 4048 .4271 4506 459 2672 CRWLDR N ECH MAINT 3727 3933 4149 4377 4618 454 2686 CRWLDR PARK MAINT 3637 3837 4048 4271 4506 454 2687 CRWLDR PEST ADVISER 3637 3837 4048 4271 4506 454 2677 CRWLDR SEWER MAINT 3637 3837 4048 4271 4506 454 2676 CRWLDR STREET LDSCP 3637 3837 4048 4271 4506 454 2682 CRWLDR STREET SVCS 3637 3837 4048 4271 4506 454 2675 CRWLDR STREET TREES 3637 3837 4048 4271 4506 459 2680 CRWLDR TRAFFIC 3727 3933 4149 4377 4618 459 2669 CRWLDR TRAFFIC SGNL 3727 3933 4149 4377 4618 454 2684 CRWLDR WATER DISTR 3637 3837 4048 4271 4506 454 2678 CRWLDR WATER OPRS 3637. 3837 4048 4271 4506 454 2685 CRWLDR WATER PROD 3637 3837 4048 4271 4506 422 5624 CULTURAL AFFR SUPVR 3101 3271 3450 3641 3843 390 6624 CULTURAL SVCS AIDE 2642 2789 2942 3103 3273 350 6607 CUST SVC REP 2165 2284 2410 2543 2682 370 6618 CUST SVC REP. SENIOR 2392 ' 2523 2661 2808 2961 330 6617 CUST SVC REP/CASHR 1961 2069 2184 2303 2429 369 8643 CUST SVC REP/FIELD 2377 2507 2647 2791' 2946 390 6619 CUST SVC SUPERVISOR 2642 2789 2942 3103 3273 344 8655 CUSTODIAN 2098 2214 2336 2465 2600 363 2602 DEPUTY CITY CLK I 2311 2439 2571 2713 2862 412 2604 DEPUTY CITY CLK II 2946 3109 3280 3460 3651 449 2627 DEVELOPMENT SPEC 3545 3741 3948 4164 4394 390 5641 EDUCATION SPEC 2642 2789 2942 3103 3273 396 8644 ELECTRICAL REPR WKR 2725 2874 3031 3198 3375 427 7622 ELECTRICIAN 3180 3355 3538 3733 3937 427 7617 ELECTRICIAN TRAF SG 3180 3355 3538 3733 3937 422 3659 EMERGENCY SVC COORD 3101 3271 3450 3641 3843 406 3627 ENGINEERING AIDE 2862 3020 3187 3362 3547 459 3632 ENGINEERING TECH 3727 3933 4149 4377 4618 438 7655 EQUIP MAINT SPEC 3358 3544 3739 3944 4161 396 7644 EQUIP OPERATOR 2725 2874 3031 3198 3375 412 7643 EQUIP OPR HEAVY 2946 3109 3280 3460 3651 396 7645 EQUIP OPR TRAFFIC 2725 2874 3031 3198 3375 391 8619 EQUIP SUPPORT ASST 2654 2800 2954 3117 3290 440 8618 EQUIP SUPPORT COORD 3391 3578 3777 3985 4202 390 6622 EXHIBITIONS COORD 2642 2789 2942 3103 3273 373 6608 FIRE DATA COORD/RMS 2427 2562 2701 2850 3008 420 5640 FIRE EDUCATION SPEC 3072 3240 3420 3606 3804 427 3624 FIRE MAINT ASST 3180 3355 3538 3733 3937 459 3630 GEO INFO SYS TECH 3727 3933 4149 4377 4618 359 8633 GROUNDSWORKER 2266 2392 2523 2661 2808 475 7613 HELICOPTER TECH 4038 4260 4494 4741 5001 449 2628 HOUSING DEV SPEC 3545 3741 3948 4164 4394 464 1639 HOUSING REHAB MGR 3823 4032 4254 4488 4734 2 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEMBER 27,1997 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 439 1638 HOUSING REHB FIN SP 3376 3562 3758 3963 4182 417 1647 HUMAN SVCS COORD '3024 3190 3365 3551 .3746 385 .3665 INFO SPECIALIST 2581 2722 '2871 3030 3195 432 3666 INFO SPECIALIST VID .3259 3439 - 3628 3826 .4037 459 3622 INSP PUBLIC WRKS SR 3727 3933 4149 4377 4618 427 3623 INSP PUBLIC WRKS TR 3180 3355 3538 3733 3937 428 3641 INSP WATER SVCS 3194 3369 3554 3751 3956 438 3640 INSP WATER SVCS SR 3358 3544 3739 3944 4161 427 3681 INSPECTOR I 3180 3355 3538 3733 3937 448 3682 INSPECTOR 11 3528 3722 3927 4143 4370 466 3676 INSPECTPR III 3862 4074 4298 4533 4784 330 6644 INVENTORY CLERK 1961 2069 2184 2303 2429 437 3602 LATENT FNGRPRNT SPC 3342 3525 3719 3923 4141 399 3604 LATENT FNGRPRNT TRN 2764 2916 3077 3247 3427 401 8687 LDWKR BLDG MAINT 2791 2946 3109 3280 3460 428 7689 LDWKR CONCRETEE 3194 3369 3554 3751 3956 443 7680 LDWKRELECTRICAL 3443 3632 3831 4044 4265 407 7678 LDWKR HYD & VALVES 2878 3037 3202 3380 3564 412 8682 LDWKR LANDSCAPE 2946 3109 3280 3460 3651 428 8685 LDWKR MECHANIC 3194 3369 3554 3751 3956 440 7682 LDWKR MECHANIC HVY 3391 3578 3777 3985 4202 428 7684 LDWKRPAINTER 3194 3369 3554 3751 3956 412 8683 LDWKR PARK MAINT 2946 3109 3280 3460 3651 414 8681 LDWKR PARKING FAC 2978 3142 3316 3498 3689 428 7692 LDWKR SERVICES REP 3194 3369 3554 3751 3956 412 8684 LDWKR SEWER 2946 3109 3280 3460 3651 428 8686 LDWKR STREET 3194 3369 3554 3751 3956 443 7679 LDWKR TRAFFIC SGNAL 3443 3632 3831 4044 4265 412 8692 LDWKR TRAFFIC STRPG 2946 3109 3280 3460 3651 412 7688 LDWKR WATER 2946 3109 3280 3460 3651 428 7690 LDWKR WATER CONSTR 3194 3369 3554 .3751 3956 407 7681 LDWKR WATER MTR RPR 2878 3037 3202 3380 3564 440 7670 LDWKR WATER SYSTEMS 3391 3578 3777 3985 4202 406 1649 LIBRARIAN 2862 3020 3187 3362 3547 385 5634 LIBRARY ASSISTANT 2581 2722 2871 3030 3195 330 6679 LIBRARY CLERK 1961 2069 2184 2303 2429 369 6677 LIBRARY CLERK PRIN 2377 2507 2647 2791 2946 312 6649 LIBRARY CLERK SPEC 1790 1888 1992 2102 2218 350 6678 LIBRARY CLERK SR 2165 2284 2410 2543 2682 341 6640 LIT PROJECT COORD 2069 2184 2303 2429 2563 385 8636 MAINT SVC WORKER 2581 2722 2871 3030 3195 359 8638 MAINT WORKER 2266 2392 2523 2661 2808 374 8637 MAINT WORKER SR 2441 2575 2718 2867 3024 391 8620 MECHANIC 2654 2800 2954 3117 3290 424 7635 MECHANIC HEAVY DUTY 3131 3303 3485 3677 3881 424 7619 MECHANIC HELICOPTER 3131 3303 3485 3677 3881 412 7636 MECHANIC SENIOR 2946 3109 3280 3460 3651 391 8627 MECHANIC SWR PMP 2654 2800 2954 3117 3290 396 7638 MECHANIC SWR PMP SR 2725 2874 3031 3198 3375 365 6610 MEDICAL CLAIMS PROC 2335 2462 2597 2739 2890 3 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 8642 METER READER 2377 2507 2647 2791 2946 8641 METER READER SENIOR 2581 2722 2871 3030 3195 6690 MICRO TECH AIDE 3376 3562 3758 3963 4182 1655 MICRO/DB COORDINATR 4057 4280 4516 4765 5026 6651 OFFICE ASST I-NT 1775 1872 1973 2082 2198 6645 OFFICE ASST II-T 2088 2202 2323 2452 2588 6616 OFFICE SPEC-NT 2211 2332 2460 2596 2738 6615 OFFICE SPEC-T 2335 2462 2597 2739 2890 5671 OUTREACH ASSISTANT 1524 1608 1697 1790 1888 7624 PAINTER 2946 3109 3280 3460 3651 3629 PARK METER RPR TECH 2878 .3037 3202 3380 3564 8640 PARK METER RPR WKR 2654 2800 2954 3117 3290 5660 PARK NATURALIST 3259 3439 3628 3826 4037 5642 PARKING CONTR OFCR 2266 2392 2523 2661 2808 3678 PERMIT SUPV 3008 3174 3350 3533 3727 3628 PLAN CHECKER BLDG 3727 3933 4149 4377 4618 3671 PLAN CHECKER PW SR 3940 4156 4384 4625 4880 3639 PLAN GRAPHIC TECH _2725 2874 3031 3198 3375 1637 PLANNER ASSISTANT 3545 3741 3948 4164 4394 2610 PLANNING AIDE '2862 3020 3187 3362 3547 7626 PLUMBER 3101 3271 3450 3641 3843 6654 POL CLERK SENIOR 2221 2344 2472 2608 2752 3658 POL PHOTOGRAPHER 3101 3271 3450 3641 3843 6656 POL SPECIALIST 2344 2472 2609 2753 2904 6601 POLICE RCDS TECH 1991 2101 2217 2337 2466 6623 PREPARATOR 2504 2642 .2789 2940 3102 8650 PRINTING SVCS TECH 2377 2507 2647 2791 2946 3611 PRINTING/FORM COORD 2862 3020 3187 3362 3547 3609 PROGRAM SPECIALIST 2335 2462 2597 2739 2890 3616 PROGRAMMER 3376 3562 3758 3963 4182 1653 PROGRAMMER SENIOR 3727 3933 4149 4377 4618 5638 PROPERTY OFFICER 2654 2800 2954 3117 3290 3668 PUBLIC INFO SPEC 3259 3439 3628 3826 4037 1656 REAL ESTATE AGENT 3823 4032 4254 4488 4734 6641 REAL PROPERTY AST 2581 2722 2871 3030 3195 5636 RECREATION LDR SR 3024 3190 3365 3551 3746 6633 SECRETARY LEGAL 2517 2654 2800 2954 3117 6634 SECRETARY LEGAL SR 2630 2774 2927 3089 3258 6636 SECRETARY TYPIST 2165 2284 2410 2543 2682 6660 SERVICE OFCR-LAB 2377 2507 2647 2791 2946 5630 SERVICE OFCR/ALARM 2862 3020 3187 3362 3547 5631 SERVICE OFCR/FIELD 2862 3020 3187 3362 3547 5632 SERVICE OFFICER 2862 3020 3187 3362 3547 3644 SERVICE REP 2377 2507 2647 2791 2946 7646 SERVICE WORKER 2654 2800 2954 3117 3290 6604 SHIFT SUPERVISOR 2540 2680 2829 2985 3148 7620 SIGN SHOP TECH 3008 3174 3350 3533 3727 5672 SOCIAL WORKER 2566 2706 2856 3013 3180 5673 SOCIAL WORKER ASST 2088 2202 2323 2452 2588 8625 STOCK CLERK 2266 2392 2523 2661 2808 CI EXHIBIT A SALARYSCHEDULE EFFECTIVE DECEMBER 27, 1997 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 459 3635 SURVEY PARTY CHIEF ..3727 3933 4149 4377 4618 422 3637 SURVEYOR 3101 3271 3450 3641 3843 406 3626 SURVEYOR AIDE "2862 3020 3187 3362 3547 -- 422 3657 TELECOMM AIDE 3101 3271 3450 3641 3843 468 3656 TELECOMM COORD 3900 4115 4342 4580 4832 424 7632 TELEMETRY INST TECH '3131 3303 3485 3677 3881 385 8629 TIRE SERVICE WORKER 2581 .2722 2871 3030 3195 385 8630 TRAFFIC MAINT WORKR 2581 2722 2871 3030 3195 459 3633 TRAFFIC TECHNICIAN .3727 .3933 4149 4377 4618 396 7659 TREE TRIlVIlvMR AERIAL 2725 2874 3031 3198 - 3375 412 7641 VEHICLE BODY REPAIR 2946 3109 3280 3460 3651 440 7675 VEHICLE BODY SHOP 3391 3578 3777 3985 4202 459 2612 VIDEO ENGINEER SUPV 3727 3933 4149 4377 4618 365 5674 VOLUNTEER SVCS CORD 2335 2462 2597 2739 2890 406 8623 WAREHOUSEKEEPER 2862 3020 3187 3362 3547 391 7647 WATER MTR RPR WKR 2654 2800 2954 3117 3290 454 2689 WATER QUALITY COORD 3637 3837 4048 4271 4506 428 3643 WATER QUALITY TECH 3194 3369 3554 3751 3956 391 7667 WATER SYS TECH I 2654 2800 2954 3117 3290 404 7668 WATER SYS TECH II 2835 2991 3155 3329 3512 424 7669 WATER SYS TECH III 3131 3303 3485 3677 3881 416 3690 WORD PROC COORD 3008 3174 3350 3533 3727 385 6685 WORD PROC SYS ASST 2581 2722 2871 3030 3195 349 6684 WORD PROCESSOR SR 2155 2273 2399 2530 2668 5 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEMBER 28, 1998 .ANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 1641 ACCOUNTANT 3309 3491 3682 3885 4098 1640 ACCOUNTANT SR 3840 4052 4275 4512 4759 6611 ACCOUNTING. TECH 2211 2332 2460 2596 2738 6612 ACCOUNTING TECH.HI 2441 .2575 2718 . '2867 3024 6613 ACCOUNTING TECH IV 2696 2845 3001 . 3167 3339 5648 ADMIN AIDE 2779 -.2933 .3094 3264 3443 6614 ADMIN SECRETARY 2517 .2654 2800 2954 3117 6621 ART EDUCATION COORD 2696 2845 3001 3167 3339 7649 AUTOMATED IRRG WKR 2779 2933 3094 .3264 3443 7691 - AV COORDINATOR 2630 2774 2927 3089 3258 3667 AV MEDIA SPEC 2630 2774 2927 3089 3258 8634 BLDG MAINT SVC WKR 2630 2774 2927- 3089 3258 3620 BLDG MAINT TECH 3618 3818 4027 4249 4483 7628 BLOCK MASONRY WKR 3008 3174 3350 3533 3727 1644 BUYER 3424 3614 3812 4022 4245 6694 CAD SPECIALIST 4142 4369 4610 4863 5130 7623 CARPENTER 3008 3174 3350 3533 3727 8615 CARPENTER TRAINEE .2555 2694 2843 2999 3164 7661 CHEMICAL APPLICATOR 2779 2933 3094 3264 .3443 1631 CIVIL ENGNG ASST -4117 . 4344 4584 4837 5104 1636 CIVIL ENGNG JUNIOR 3618 3818 4027 4249 4483 3600 CIVILIAN CHK INVEST 2466 2601 2745 2895 3056 3664 CLAIMS EXAMINER 2371 2507 .2647 2791 2946 3663 CLAIMS EXAMINER SR 3580 3778 3986 4207 4438 3638 CODE ENFORCEMENT TR 2779 2933 3094 .3264 3443 1660 CODE ENFORCM OFC SR 3618 3818 4027 4249 4483 3634 CODE ENFORCMNT OFFR 3424 3614 3812 4022 4245 5675 COM SERV DRIVER 1556 1640 1731 1827 1926 8647 COMM TECH ASST 2321 2448 2583 2726 2876 7614 COMM TECHNICIAN 3240 3420 3609 3805 4015 5623 COMMUNITY CTR LDR 2616 2760 2913 3072 3242 3631 COMPUTER DRAFT TECH 3803 4012 4233 4464 4710 3649 COMPUTER OPERATOR 2478 2615 2758 2912 3070 3653 COMPUTER OPR ASST 2590 2732 2883 3043 3212 3660 COMPUTER OPR COORD 3056 3224 3401 3588 3785 3648 COMPUTER OPR SR 2708 2857 3016 3181 3356 3661 COMPUTER OPR SUPVR 3803 4012 4233 4464 4710 7629 CONCRETE FINISHER 2919 3079 3250 3428 3616 7627 CONSTR & MAINT WKR 3086 3257 3434 3623 3823 6620 CONSTR PERMIT AIDE 2311 2439 2571 2713 2862 6688 COURT LIAISON CLERK 2466 2601 2745 2895 3056 3606 CRIME ANALYST 2630 2774 2927 3089 3258 3605 CRIME ANALYST SR 4038 4260 4494 4741 5001 1679 CRRvIINALIST 3545 3741 3948 4164 4394 1680 CRMNALIST SENIOR 4331 4568 4819 5085 5364 3645 CRS CNNCT CNTL SPEC 3424 3614 3812 4022 4245 1 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEMBER 28,1998 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 2681 CRWLDR BEACH MAINT 3710 3915 4130 4357 4597 2673 CRWLDR BLDG MAINT 3803 4012, 4233 4464 4710 2670 CRWLDR ELEC MAINT 3803 4012 4233 4464 4710 2688 CRWLDR IRRIGATION 3710 .3915 4130 4357 4597 2672 CRWLDR MECH MAINT 3803 4012 4233 4464 4710 2686 CRWLDR PARK MAINT 3710 3915 '4130 4357 4597 2687 CRWLDR PEST ADVISER 3710 3915 4130 4357 4597 2677 CRWLDR SEWER MAINT 3710 3915 ' 4130 4357 4597 `� 2676 CRWLDR STREET LDSCP 3710 3915 4130 4357 V 4597 2682 CRWLDR STREET SVCS 3710 3915 4130 4357 4597 2675 CRWLDR STREET TREES 3710 3915 4130 4357 4597 2680 CRWLDR TRAFFIC 3803 4012 4233 4464 4710 2669 CRWLDR TRAFFIC SGNL 3803 4012 4233 4464 4710 2684 CRWLDR WATER DISTR 3710 3915 4130 4357 4597 2678 CRWLDR WATER OPRS 3710 3915 4130 4357 4597 2685 CRWLDR WATER PROD _ 3710 3915 4130 4357 4597 5624 CULTURAL AFFR SUPVR .3.162 3336 3519 3714 3918 6624 CULTURAL SVCS,AIDE 2696 2845 .3001 3167 .3339 6607 CUST SVC REP 2211 2332 _2460 2596 2738 6618 CUST SVC REP SENIOR 2441 2575 2718 2867 3024 6617 CUST SVC REP/CASHR 1999 2108 2225 2348 2478 8643 CUST SVC REP/FIELD .2427 2562 2701 2850 3008 6619 CUST SVC SUPERVISOR 2696 2845 3001 3167 .'3339 8655 CUSTODIAN 2141 2259 2384 .2517 2654 2602 DEPUTY CITY CLK I 2355 2485 : 2622 2765 2919 2604 DEPUTY CITY CLK lI 3008 3174 3350 3533 3727 2627 DEVELOPMENT SPEC 3618 3818 4027 4249 4483 5641 EDUCATION SPEC 2696 2845 3001 3167 3339 8644 ELECTRICAL REPR WKR 2779 2933 3094 3264 3443 7622 ELECTRICIAN 3240 3420 3609 3805 4015 7617 ELECTRICIAN TRAF SG 3240 3420 3609 3805 4015 3659 EMERGENCY SVC COORD 3162 3336 3519 3714 3918 3627 ENGINEERING AIDE 2919 3079 3250 3428 3616 3632 ENGINEERING TECH 3803 4012 4233 4464 4710 7655 EQUIP MAINT SPEC 3424 3614 3812 4022 4245 7644 EQUIP OPERATOR 2779 2933 3094 3264 3443 7643 EQUIP OPR HEAVY 3008 3174 3350 3533 3727 7645 EQUIP OPR TRAFFIC 2779 2933 3094 3264 3443 8619 EQUIP SUPPORT ASST 2708 2857 3016 3181 3356 8618 EQUIP SUPPORT COORD 3459 3649 3850 4063 4286 6622 EXHIBITIONS COORD 2696 2845 3001 3167 3339 6608 FIRE DATA COORD/RMS 2478 2615 2758 2912 3070 5640 FIRE EDUCATION SPEC 3131 3303 3485 3677 3881 3624 FIRE MAINT ASST 3240 3420 3609 3805 4015 3630 GEO INFO SYS TECH 3803 4012 4233 4464 4710 8633 GROUNDSWORKER 2311 2439 2571 2713 2862 7613 HELICOPTER TECH 4117 4344 4584 4837 5104 2628 HOUSING DEV SPEC 3618 3818 4027 4249 4483 1639 HOUSING REHAB MGR 3900 4115 4342 4580 4832 1638 HOUSING REHB FIN SP 3443 3632 3831 4044 4265 2 EXHIBIT A - SALARYSCHEDULE EFFECTIVE DECEMBER 289 1998 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 421 1647 HUMAN SVCS COORD 3086 3257 3434 3623 3823 389 3665 INFO SPECIALIST I 2630 2774 2927 3089 3258 436 3666 INFO SPECIALIST VID 3325 3510 3701 3904 4119 463 3622 INSP PUBLIC WRKS SR 3803 4012 4233 4464 4710 431 3623 INSP PUBLIC WRKS TR .3240 3420 3609 3805 4015 432 3641 INSP WATER SVCS *3259 34.39 3628 .3826 4037 442 3640 INSP WATER SVCS SR 3424 3614 3812 4022 4245 431 3681 INSPECTOR I 3240 3420 .3609 3805 4015 452 3682 INSPECTOR H 3602 3798 4008 4228 44.61 470 3676 INSPECTOR III 3940 4156 .4384 4625 4880 334 6644 INVENTORY CLERK 1999 2108 2225 2348 2478 441 3602 LATENT FNGRPRNT SPC 3410 3597 3796 4004 4223 403 3604 LATENT'FNGRPRNT TRN 2822 2978 3141 3313 3495 405 8687 LDWKR BLDG MAINT 2850 3006 3172 3346 3531 432 7689 LDWKR CONCRETEE 3259 3439 3628 3826 4037 447 7680 LDWKR ELECTRICAL 3510 3701 3907 4122 4349 411 7678 LDWKR HYD & VALVES 2934 3095 3265 3446 3635 416 8682 LDWKR LANDSCAPE 3008 3174 .3350 3533 3727 432 8685 LDWKR MECHANIC 3259. 3439 3628 3826 .4037 444 7682 LDWKR MECHANIC HVY 3459 3649 3850 4063 4286 432 7684 LDWKR PAINTER 3259 3439 3628 3826 4037 416 8683 LDWKR PARK MAINT 3008 3174 3350 3533 3727 .418 8681 LDWKRPARKING.FAC 3042 3207 3384 3570 3766 432 7692 LDWKR SERVICES REP 3259 3439 3628 3826 .4037 416 8684 LDWKR SEWER .3008 3174 3350 3533 3727 432 8686 LDWKR STREET 3259 3439 3628 3826 4037 447 7679 LDWKR TRAFFIC SGNAL 3510 3701 3907 4122 4349 416 8692 LDWKR TRAFFIC STRPG 3008 3174 3350 3533 3727 416 7688 LDWKR WATER 3008 3174 3350 3533 3727 432 7690 LDWKR WATER CONSTR. 3259 3439 3628 3826 4037 411 7681 LDWKR WATER MTR RPR 2934 3095 3265 3446 3635 444 7670 LDWKR WATER SYSTEMS 3459 3649 3850 4063 4286 410 1649 LIBRARIAN 2919 3079 3250 3428 3616 389 5634 LIBRARY ASSISTANT 2630 2774 2927 3089 3258 334 6679 LIBRARY CLERK 1999 2108 2225 2348 2478 373 6677 LIBRARY CLERK PRIN 2427 2562 2701 2850 3008 316 6649 LIBRARY CLERK SPEC 1824 1925 2030 2141 2259 354 6678 LIBRARY CLERK SR 2211 2332 2460 2596 2738 345 6640 LIT PROJECT COORD 2108 2225 2348 2477 2614 389 8636 MAINT SVC WORKER 2630 2774 2927 3089 3258 363 8638 MAINT WORKER 2311 2439 2571 2713 2862 378 8637 MAINT WORKER SR 2492 2628 2772 2926 3086 395 8620 MECHANIC 2708 2857 3016 3181 3356 428 7635 MECHANIC HEAVY DUTY 3194 3369 3554 3751 3956 428 7619 MECHANIC HELICOPTER 3194 3369 3554 3751 3956 416 7636 MECHANIC SENIOR 3008 3174 3350 3533 3727 395 8627 MECHANIC SWR PMP 2708 2857 3016 3181 3356 400 7638 MECHANIC SWRPMP SR 2779 2933 3094 3264 3443 369 6610 MEDICAL CLAIMS PROC 2377 2507 2647 2791 2946 373 8642 METER READER 2427 2562 2701 2850 3008 3 EXHIBIT A i SALARY SCHEDULE EFFECTIVE DECEMBER 28,1998 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 8641 METER READER SENIOR 2630 2774 2927 3089 3258 6690 MICRO TECH AIDE 3443 3632 3831 4044 4265 1655 MICRO/DB COORDINATR 4142 4369 4610 4863 5130 6651 OFFICE ASST I-NT 1808 1906 2011 2122 2238 6645 OFFICE ASST II-T 2133 2251 2374 2504 2641 6616 OFFICE SPEC-NT 2254 2380 2510 2648 2793 6615 OFFICE SPEC-T 2377 2507 2647 2791 2946 5671 OUTREACH ASSISTANT 1556 1640 1731 1827 1926 7624 - PAINTER 3008 3174 3350 3533 3727 3629 PARK METER RPR TECH 2934 3095 3265 3446 3635 8640 PARK METER RPR WKR 2708 2857 3016 3181 3356 5660 PARK NATURALIST 3325 3510 3701 3904 4119 5642 PARKING CONTR OFCR 2311 2439 2571 2713 2862 3678 PERMIT SUPV 3072 3240 3420 3606 3804 3628 PLAN CHECKER BLDG 3803 4012 4233 4464 4710 3671 PLAN CHECKER PW SR 4018 4238 4472 4717 4977 3639 PLAN GRAPHIC TECH 2779 2933 3094 3264 3443 1637 PLANNER ASSISTANT 3618 3818 4027 4249 4483 2610 PLANNING AIDE 2919 3079 3250 3428 3616 7626 PLUMBER 3162 3336 3519 3714 3918 6654 POL CLERK SENIOR 2266 2392 2523 2661 2808 3658 POL PHOTOGRAPHER 3162 3336 3519 3714 3918 6656 POL SPECIALIST -2392 2523 ' 2661 2808 2961 6601 POLICE RCDS TECH 2O29 2140 2258 2382 2514 6623 PREPARATOR 2555 2694 2843 2999 3164 8650 PRINTING SVCS TECH 2427 2562 2701 2850 3008 3611 PRINTING/FORM COORD 2919 3079 3250 3428 3616 3609 PROGRAM SPECIALIST 2377 2507 2647 2791 2946 3616 PROGRAMN ER 3443 3632 3831 4044 4265 1653 PROGRAMMER SENIOR 3803 4012 4233 4464 4710 5638 PROPERTY OFFICER 2708 2857 3016 3181 3356 3668 PUBLIC INFO SPEC 3325 3510 3701 3904 4119 1656 REAL ESTATE AGENT 3900 4115 4342 4580 4832 6641 REAL PROPERTY AST 2630 2774 2927 3089 3258 5636 RECREATION LDR SR 3086 3257 3434 3623 3823 6633 SECRETARY LEGAL 2566 2706 . 2856 3013 3180 6634 SECRETARY LEGAL SR 2680 2829 2985 3148 3323 •• 6636 SECRETARY TYPIST 2211 2332 2460 2596 2738 6660 SERVICE OFCR-LAB 2427 2562 2701 2850 3008 5630 SERVICE OFCR/ALARM 2919 3079 3250 3428 3616 5631 SERVICE OFCR/FIELD 2919 3079 3250 3428 3616 5632 SERVICE OFFICER 2919 3079 3250 3428 3616 3644 SERVICE REP 2427 2562 2701 2850 3008 7646 SERVICE WORKER 2708 2857 3016 3181 3356 6604 SHIFT SUPERVISOR 2590 2732 2883 3043 3212 7620 SIGN SHOP TECH 3072 3240 3420 3606 3804 5672 SOCIAL WORKER 2616 2760 2913 3072 3242 5673 SOCIAL WORKER ASST 2133 2251 2374 2504 2641 8625 STOCK CLERK 2311 2439 2571 2713 2862 3635 SURVEY PARTY CHIEF 3803 4012 4233 4464 4710 4 EXHIBIT A SALARY SCHEDULE EFFECTIVE DECEMBER 28,1998 RANGE JOB CODE JOB TITLE A STEP B STEP C STEP D STEP E STEP 426 3637 SURVEYOR 3162 3336 3519 3714 3918 410 3626 SURVEYOR AIDE 2919 3079 3250 3428 3616 426 3657 TELECOMM AIDE 3162 3336 .3519 3714 3918 472 3656 TELECOMM COORD 3979 4197 4428 4672 4929 428 7632 TELEMETRY INST TECH 3194 3369 3554 3751 3956 389 8629 TIRE SERVICE WORKER 2630 2774 2927 3089 3258 389 8630 TRAFFIC MAINT WORKR 2630 2774 2927. 3089 3258 463 3633 TRAFFIC TECHNICIAN - 3803 4012 4233 4464 4710 400 7659 TREE TRIMMER AERIAL 2779 2933 .3094 3264 3443 416 7641 VEHICLE BODY REPAIR 3008 3174 3350 3533 3727 444 7675 VEHICLE BODY SHOP 3459 3649 3850 4063 4286 463 2612 VIDEO ENGINEER SUPV 3803 4012 4233 .4464 4710 369 5674 VOLUNTEER SVCS CORD 2377 2507 2647 2791 2946 410 8623 WAREHOUSEKEEPER 2919 3079 3250 3428 3616 395 7647 WATER MTR RPR WKR 2708 2857 3016 3181 3356 458 2689 WATER QUALITY COORD 3710 3915 4130 4357 4597 432 3643 WATER QUALITY TECH 3259 3439 3628 3826 4037 395 7667 WATER SYS TECH I 2708 2857 3016 3181 3356 408 7668 WATER SYS TECH 11 2890 3050 3219 3395 3583 428 7669 WATER SYS TECH III 3194 3369 3554 3751 3956 420 3690 WORD PROC COORD 3072 3240 3420 3606 3804 389 6685 WORD PROC.SYS ASST 2630 2774 2927 3089 3258 353 6684 WORD PROCESSOR SR 2198 2318 2446 . 2582 .2725 5 EXHIBIT "B" UNIFORM POLICY A. General - The City, in accordance with agreements now established, shall furnish 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. c) Damaged shoes shall be turned into operating supervisor who shall authorize replacement or repair. 2. Five short -sleeved 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. 5. Four City departmental patches. 6. 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 furnished 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. R-1 safety vests shall be furnished all employees having occasion to work within travelways. EXHIBIT "B" UNIFORM POLICY (Continued) D. Employee Responsibilities: 1. To wear complete uniforms at all times. 2. To wear clean uniform. 3. To wash and provide minimum repair; i.e., buttons, small tears, etc. 4. To provide any alterations necessary including sewing on of City patches. 5. To not wear for other.than City duties or work. 6. To notify supervisor of need to replace due to disrepair or severe staining producing an undesirable appearance. 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. 5. To maintain records of purchases. Forms for uniform requests will be provided by the Director of Finance. 6. To establish an expedient procedure for reimbursement to employees for uniforms purchased by employees. F. Department Head Responsibilities: 1. To direct and assure employee compliance with attire rules. 2. To inspect clothing requested to be replaced. EXHIBIT "B" UNIFORM POLICY (Continued) 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 equipment and apparel. 5. To enforce q 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. I 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. 5. Uniform appearance: a) Patch to be worn above left shirt or jacket pocket. b) Pants to have no cuff. 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 fQr 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 - The City shall determine a procedure as to disposition of turned in clothing. EXHIBIT "C" VEHICLE USE POLICY SECTION 1: PURPOSE The purpose of these regulations is to establish and implement City policies and procedures relative to the assignment, utilization and control of City -owned vehicles as transportation for employees who 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 the personal vehicle with the approval of,the 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 fqr 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. 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. EXHIBIT licit VEHICLE USE POLICY (Continued) 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 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 hisor her base work station greater than 50% of his or her working time, on an average. B. City vehicles.which-shall -not be.taken1ome may.•be'-assigned based -on -meeting one of the following criteria: 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 her working time on an average. II. Reimbursement of 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 27� 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. EXHIBIT licit VEHICLE USE POLICY (Continued) SECTION 5: 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, anyone 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 should contain the following current information. - Name of employee - Insurance company - Insurance policy No. - Amount of coverage Operator's license Driver's license expiration date Insurance expiration date 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 bn 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 the 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. EXHIBIT D M.E.A. F.L.S.A. EXEMPT CLASSIFICATIONS JOB CODE CLASSIFICATION 1641 Accountant 1640 .:Accountant Sr. 5648 Administrative Aide D 1631 Civil Engineering Assistant 2681 Crewleader Beach Maintenance 2673 Crewleader Building Maintenance 2670 Crewleader Electrical Maintenance 2688 Crewleader Irrigation 2672 Crewleader Mechanical Maintenance 2686 Crewleader Park Maintenance 2677 Crewleader Sewer Maintenance 2676 Crewleader Street Landscape 2682 Crewleader Street Maintenance 2675 Crewleader. Street Trees 2680 Crewleader Traffic 2669 Crewleader Traffic Signals 2684 Crewleader Water Distribution 2678 Crewleader Water Operations 2685 Crewleader Water -Production 1679 Criminalist 1680 Criminalist Senior 5624 Cultural Affairs Supervisor 2627 Development Specialist 1660 Code Enforcement Officer Sr. 1639 Housing Rehabilitation Manager 1647 Human Services Coordinator 1649 Librarian 1637 Planner Assistant 1656 Real Estate Agent 6604 Shift Supervisor 3635 Survey Party Chief 2612 Video Engineer Supervisor EXHIBIT E EMPLOYEE HEALTH PLAN EMPLOYEE HEALTH PLAN City of Huntington Beach EXHIBIT F DELTA CARE/PMI DENTAL PLAN 91 VELTACARE ® City of Huntington Beach Group #4002 Please read the following information so you will know from whom or what group of providers healthcare maybe obtained. A NEW APPROACH TO DENTAL CARE In an age of rising health care costs, PMI/DeltaCare offers an alternative way to provide for you and your family's dental care needs, economically and conveniently through the PMI/DeltaCare program. PMI/DeltaCare was founded on the principle of delivering quality dental care and preventing dental problems before they start. PMI/DeltaCare has contracted with a network of private, dental offices. A panel listing of these offices is enclosed. As an enrollee in the PMI/DeltaCare program you select one office from any of.these dental offices for, you and your family's needs. This network of dental.off ices is composed.of established dental practices. It has been found that most -people feel more secure if the same dental office is providing for their.family's treatment. M ADVANTAGES NO CLAIM FORMS The dental location you choose provides all primary dental services. There are no claim forms to complete nor percentages for you to pay. NO DEDUCTIBLES In.our program there are no required deductibles to pay so"your benefits begin immediately. NO DOLLAR LIMIT OF DENTAL BENEFITS No annual maximum. NO PRE-EXISTING CONDITIONS RESTRICTED These conditions are not excluded in a PMI/DeltaCare program. Exception: Work in progress. PREPAID PLAN SAVES ON DENTAL COST Your out-of-pocket savings are substantial. You know the exact cost prior to treatment and this aids in better fiscal planing for you and your family. QUALITY REVIEW OF DENTAL PROVIDERS On site audit of participating dental locations to insure that established standards of quality are maintained. SPECIALTY SERVICES The DeltaCare program offers services in dental spe- cialty areas. These include periodontics (treatment of diseased gums and bone), endodontics (root canal therapy), and oral surgery procedures. Exception: Peri- odontic bone disease. If you or your dependent is as- signed to a dental school clinic for Specialty Services, those services may be provided by a dentist, a dental student, a clinician or a dental instructor. ® EMERGENCY SERVICES Enrollees are also covered for out -of -area dental emergen- cies. This program will pay dental expenses incurred up to a maximum of $100.00 per enrollee, during each 12 calendar months. "Out -Of -Area" means 35 miles or more from your PMI\DeltaCare dentist's office. E3 HOW IT WORKS When you enroll in PMI/DeltaCare, select a panel dental office from the list of offices in this announcement. This location is now the center for all of your dental needs. Afteryou have enrolled, you will receive a brochure that fully describes the benefits of your dental program as well as a DeltaCare membership card. This card will have the address and telephone number of your participating panel dentist. You simply call to make an appointment to receive all necessary dental care covered by the program. Remember to always contact your selected dental provider. Dental services which are not performed by your PMRDeltaCare dentist or authorized by PMI will not be covered by the PMKDe1taCare program. I . M WHO CAN JOIN . If you meet -your employer's eligibility requirements for dental coverage you can enroll in PMI\DeltaCa' re. You can also enroll your eligible dependents, which include your lawful spouse and unmarried children; including stepchildren, legally adopted and foster children to limiting age as specified by your employer. ® SUMMARY OF BENEFITS The dental care program provides all reasonable and customary dental care (subject to the master contract provisions, limitations and exclusions) if care is rendered by your assigned PMI\DeltaCare panel dentist. There is no cost for covered services to the primary enrollee or eligible dependent enrollee except for copayments on certain procedures. (See Description of Benefits and Copayments.) ; PRINCIPAI BENEFITS AND COVERED SERVICES";f WHO'S COVERED Primary enrollee and spouse as well as dependent children to age 19 and full-time students to age 23 DEDUCTIBLES AND BENEFITS $25 per person, $75 per family per calendar year. MAXIMUM The maximum benefit paid per calendar year is $1.000 per person DIAGNOSTIC AND PREVENTIVE 85% of Delta dentist's fee (no deductible BENEFITS" —oral examinations, applies for these services) cleanings, x-rays, biopsy/tissue examinations, fluoride treatment, space maintainers, specialist consultation BASIC BENEFITS' —oral surgery(extractions), 85% of Delta dentist's fee fillings, root canals, periodontic (gum) treatment, sealants CROWNS, JACKETS AND CAST 85% of Delta dentist's fee RESTORATIONS" PROSTHODONTIC BENEFITS* — 60%of Delta dentist's fee bridges, partial dentures, full dentures (subject to a maximum allowance) ORTHODONTIC BENEFITS'— 60%of Delta dentist's fee for adults and dependent children to age 19 (subject to a $3,000 lifetime maximum per person) 'Please rolor to your Evidence of Coverage for limitations on these benefits. Some examples of limitations on services are the number of cloanings and oral exams covered in a calendar year, and time limitations on filling and crown replacements. GROUP NO.4729 :•SERVICES YNATrARE NOTCOVERED. Although your program covers many of the most commonly needed services, some services are not covered. If you are unsure whether a particular procedure is covered, or how much of it is paid for by your program, check with Delta before proceeding. The following are not covered by the program: ) Services for injuries or conditions covered under Workers' Compensation or Employer's Liability Laws ) Cosmetic surgery or dentistry or services to correct congenital malformation ) Experimental procedures / Therapeutic drugs, premedication or pain relievers ) Hospital costs or extra charges for hospital treatment ) Anesthesia (except for general anesthesia for oral surgery) ) Extra -oral grafts, implants, and implant removal ) Treatment related to the temporomandibular joint (TMJ) The preceding information is not intended for use as n summary plan description, nor is it designed to servo as an Evidence of Coverage for the program. This DeltaPrentier program is administered by Delta Dental Plan of California. If you have specific questions regarding benefit structure, limitations or exclusions, consult the Evidence of Coverage or contact Delta's Customer and Member Service department. DELTA DENTAL' Delta Dental Plan of California P. 0. Box 7736 San Francisco, California 94120 For claims, eligibility and benefit inquiries, call Delta's Customer and Member Service Department toll -free at: (808) DELTA CS (808)335.8227 Or contact us on the Internet at: E-mail: cros®dolta.org Web site: www.deltadontalca.org loIow4729 101971tMa3loram.8/gn 42 I EXHIBIT H SAFEGUARD DENTAL PLAN US: The following is a summary of 4iril-D 4361-D ,Summaq Of Benefi Managed Care Dental Plan which offers comprehensive care with low copayments and access to over 4,000 primary care dentists. Glossary of Term Diagnostic: Evaluation of o patient's dental needs based on observation, examination, x-rays and other tests. The diagnosis is then linked to treatment plan for the patient. Preventive Services: This category includes dental cleanings; oral hygiene instructions to promote good home care and prevent dental disease; fluoride applica- tion to strengthen teeth; sealants to prevent tooth decay; and space maintainers to prevent tooth movement. Restorative Treatment: These procedures restore teeth to normal form and function and are usually comprised of materials that are metal (dental amalgam) as well as white - tooth colored materials (composites). Crowns: Restorations of the teeth that usually cover the remaining tooth structure to strengthen the tooth and re- place lost tooth structure. Crowns are made in a variety -of materials including metals, porcelain, and porcelain with metal. Endodontics: These procedures treat the diseased "in- side" of the tooth, or nerve and eliminate any infection which may be present. Following endodontic (root ca- nal) treatment, a crown is usually needed to strengthen the weakened tooth. Periodontics: Procedures related to treatment ofthe sup- porting structures of the teeth (gums, underlying bone) including scaling beneath the gum and sometimes sur- geryto allow fora healthy environment io retain the teeth. Prosthetics: Procedures related to the replacement of teeth with removable appliances like dentures or partial dentures. Bridges: The replacement of missing teeth with attached orfxed replacments including the cro%Yns on either side of the space. Oral Surgery: Surgery to remove teeth, reshape portions of the bone In the mouth, or biopsy suspect areas of the mouth. Orthodontics: Braces and otherprocedures to straighten the teeth. CODE: SERVICE: MEMBER CO PAYM E NT. DIAGNOSTIC TREATMENT. 00120 Periodic oral examination No Charge 00140 Limited oral evaluation (proolem focused) No Charge 00150 Comprehensive oral eval find perio charting) No Charge 00199 Office visit fee - per visit No Charge 00210 Intraoral - complete series (Including Ditewings) No Charge 00220 Intraoral - periapical first film No Charge 00230 Intraoral - periapical - each additional film No Charge 00240 Intraoral - occlusal film No Charge 00250 Etraoral - first film No Charge 00260 Extraoral - each additional film No Charge 00270 Bitewings - single film No Charge 00272 Bitewings - two films No Charge 00273 - Bitewings - three films No Charge 00274 Sitewings - four films No Charge 00330 Panorex No Charge 00460 Pulp vitality tests No Charge 09430 Office visit during regular hours No Charge PREVENTIVE SERVICES: 01110 Prophylaxis - adult No Charge 01 120 Prophylaxis - child No Charge 01201 Fluoride )including prophylaxis) - child No Charge 01203 Fluoride (excluding prophylaxis) - child No Charge 01330 Oral hygiene instruction (preventive dental education) No Charge RESTORATIVE TREATMENT. 02110 Amalgam - one surface, primary No Charge 02120 Amalgam - two surfaces, primary No Charge 02130 Amalgam - three surfaces, primary No Charge 02131 Amalgam - four or more surfaces, primary No Charge 02140 Amalgam - one surface, permanent No Charge 02150 Amalgam - two surfaces, permanent No Charge 02160 Amalgam - three surfaces, permanent No Charge 02161 Amalgam - four or more surfaces, permanent No Charge 02210 Silicate cement -per restoration No Charge. 02330 Resin - one surface, anterior No Charge 02335 Resin - four or more surfaces, anterior No Change 02336 Composite restoration - CR. anterior - primary No Charge EXHIBIT I VISION SERVICE PLAN CITY OF HUNTINGTON BEACH VISION CARE PLAN The City of Huntington Beach provides a vision care program in your benefits package. The plan is administered by Vision.Service Plan (VSP), the nation's oldest and largest provider of vision care benefits. VSP is a preferred •provider,organization with over.22,000 member eye doctors located in all 50 states. More than 4,200 of these providers are in California. WHAT IS COVERED? When the following benefits are provided by a VSP member doctor, they are covered in full except for a $10 deductible. • Vision Examination - The vision :plan will cover a complete eye' examination every 12 months. The exam includes an analysis of the patient's visual functions, including prescription of corrective lenses when indicated. • Spectacle Lenses - If the eye examination determines the need for corrective lenses, the VSP doctor will order the proper lenses from an approved optical laboratory. New lenses are covered every 12 months. The plan covers in full any lenses necessary for the patient's visual welfare. Patients choosing cosmetic items such as blended,.coated, and oversized lenses pay a nominal. surcharge to the VSP doctor. Tinted and photochromic lenses are covered under this plan. • Frames - VSP covers a new frame every 12 months. Patients .can choose from a wide selection of fully covered frames.. More expensiveframe styles are also available under the plan. Patients choosing designer -type frames would pay a surcharge based on the wholesale cost of the frame. • Contact Lenses - When patients elect contact lenses for cosmetic reasons in lieu of glasses, VSP will make a maximum allowance of $105 towards the purchase of materials and the contact lens fitting. Contact lenses would be covered in place of lens and frame benefits for that eligibility period.. The exam will be paid in full less,the $10 deductible. If the doctor determines that contact lenses are medically necessary and secures prior approval from VSP, they are covered in full, less deductible. HOW DO I USE THE VISION PLAN? Vision Plan brochures with complete plan information will be available from your Benefits Administrator. Attached to the brochure is a postcard which you fill out and send to VSP before seeing an eye doctor. After verifying eligibility, VSP will send you a pre -certified "benefit form" and a list of member doctors in your area. Once you receive the form, you can make an appointment with a doctor. You simply present the benefit form to the member doctor on your first visit. The doctor will bill VSP directly for all covered services. ARE SERVICES FROM NON-MEMBER DOCTORS COVERED? Yes. While 90% of VSP's patients select one of our member doctors, you can receive services from any eye doctor or optician of your choice. Claims from non-member providers are reimbursed according to the following schedule of allowances: Eye examination $ 40.00 lenticular $125.00 Single Vision Lenses $ 40.00 Frame $ 45.00 Bifocal Lenses $ 60.00 Elective Contact Lenses $105.00 Trifocal Lenses $ 80.00 Necessary Contact Lenses $210.00 Tints $ 5.00 TOLL FREE CUSTOMER SERVICE (800) 622-7444 EXHIBIT J LONG TERM DISABILITY PLAN STANDARD INSURANCE COMPANY A -Mutual, Life,.lnsurance Company 900 'SW Fifth Avenue Portland; Oregon 97204-1282 (503) 321-7000 Dedicated to Excellence CERTIFICATE: GROUP LONG TERM bISABILITY INSURANCE Policyowner: City of Huntington Beach Policy Number: 332175MM—LTD Effective Date: February 1, 1995 A Group Policy has been issued to the Policyowner. We certify that you will be insured as provided by the terms of the Group Policy. Ifyour coverage is changed by an amendment to the Group Policy, we will provide the Policyowner with a revised, Certificate or other notice to be given to you. Possession of this Certificate does not; necessarily. mean you are insured: ;You are insured only if you meet, the requirements set out in this Certificate. "We", "us" and "our" mean Standard Insurance Company: "You" and "your" mean the Member. All other defined terms appear with the initial letter capitalized. Section headings, and references to them, appear in boldface type. President GC 190--LTD ® Printed on recycled paper. EXHIBIT K MISCELLANIOUS PROVISIONS OF THE RETIREE SUBSIDY MEDICAL PLAN An employee who has retired from the .City shall be entitled to participate in .the City sponsored medical insurance plans. and the City shall contribute toward monthly premiums.for-coverage -in.an amount as specified in accordance with this Plan, provided: A. At the time. of retirement the employee has a minimum of ten (10) years of -continuous City service or is granted an industrial disability retirement; and B. At the time of retirement, the employee is employed by the City; and C. Following official separation from the City the employee is granted a retirement allowance by the California Public Employees' Retirement System. The City's obligation to pay the monthly premium as indicated shall be modified downward or cease during .the lifetime of the retiree upon the occurrence of any one of the following: 1. During any period.the retired employee is eligible to receive or receives health insurance coverage at the expense of another employer, .the payment will be suspended. "Another employer" as used herein means private employer or public employer or the employer of a spouse. As a condition of being eligible to receive the premium contribution as set forth in this.plan,.the City.shall'have the right to require any, retiree to annually certify that the retiree is not. receiving or eligible to receive any -such health insurance benefits from another, employer. If it is later discovered that a misrepresentation has occurred, the retiree will be responsible for reimbursement of those amounts inappropriately expended and the retirees' eligibility to receive further benefits will cease. On the first of the month in which a retiree or dependent reaches age 65 or on the date the retiree or dependent can first apply and become eligible, automatically or voluntarily, for medical coverage under Medicare (whether or not such application is made) the City's obligation to pay monthly premiums may be adjusted downward or eliminated. Benefit coverage at age 65 under the City's medical plans shall be governed by applicable plan document. 3. In the event the Federal Government or State Government mandates an employer -funded health plan or program for retirees, or mandates that the City make contributions toward a health plan (either private or public) for retirees, the City's contribution rate as set forth in this plan shall first be applied to the mandatory plan. If there is any excess, that excess may be applied toward the City medical plan as supplemental coverage provided the retired employee pays the balance necessary for such coverage, if any. 4. In the event of the death of any employee, whether retired or not, the amount of the retiree medical insurance subsidy benefit which the deceased employee was receiving at the time of his/her death would be eligible to receive if he/she were retired at the time of death, shall be paid on behalf of the spouse or family for a period not to exceed twelve (12) months. EXHIBIT K SCHEDULE OF BENEFITS I. Minimum Eligibility for Benefits - With the exception of an industrial disability retirement, eligibility for benefits begins after an employee has completed ten (10) years of continuous service with the City of Huntington Beach. Said service must be continuous unless prior service, is reinstated at the time of his/her rehire. in .accordance with the .City's .Personnel :Rules. II. Disability Retirees - Industrial disability retirees with less than ten (10) years of service shall receive a maximum monthly payment toward the premium for health insurance of $121. Payments shall be in accordance with the stipulations and conditions which exist for all retirees. Payment shall not exceed dollar amount which is, equal to the full cost of premium for employee only. III. All retirees, including those retired as a result of disability whose number of years of service prior to retirement exceeds ten (10), shall be entitled to maximum monthly payment of premiums by the City for each year of completed City service as follows: Maximum Monthly Payment for Retirements After: Years of Service 10/01/ 2 10 $121 11 136 12 151 13 166 14 181 15 196 16 211 17 226 18 241 19 256 20 271 21 286 22 300 23 315 - 24 330 25 344 Note: The above payment amounts may be reduced each month as dependent eligibility ceases due to death, divorce or loss of dependent child status. However, the amount shall not be reduced if such reduction would cause insufficient funds needed to pay the full premium for the employee and the remaining dependents. In the event no reduction occurs and the remaining benefit premium is not sufficient to pay the premium amount for the employee and the eligible dependents, said needed excess premium amount shall be paid by the employee. EXHIBIT K CITY OF HUNTINGTON BEACH Indemnity Health Plan Employees and Retirees *Benefits Inpatient Hospital Benefits Deductible Per Person Maximum Per Family Maximum Out -of -Pocket Expenses (Excludes Deductible) Per Person/Per Family Accident Benefit (Medical) as Prescription Drugs Deductible Generic/Non-Generic Mail Order Major Medical City Plan - Employees Non,Subsidized Retirees City Plan/Subsidized .COBRA -Eligibles Retiree Plan 90% - (PPO) of UCR After Deductible 70%(Non-PPO) 70% of UCR After After Deductible After Deductible $150 / $450 $200 / $500 $1,000/2,000 $1,500/3,000 None (Covered Same None (Covered Same -as Other Expenses) Other Expenses) PCs PCs $5 / $8 $5 / $8 $4/$6 $4/ $6 90% (PPO) of UCR After Deductible 70%(Non-PPO) of UCR 70% of UCR After Deductible After Deductible * This summary list only those benefits provisions that differ between active and subsidized Retiree Plans. The Employee Health Plan document should be consulted for detailed questions about specific benefits. Benefits are subject to modification through the meet and confer process. Note: Retirees who elect to participate in HealthNet or Family Health Plan (FHP) shall be entitled to benefits of the program chosen. EXHIBIT K CITY OF HUNTINGTON BEACH Indemnity Health Plan Employees and Retirees (January 1, 1998) ene its::: i... .. an MP .o ees::.. i aan/Subsidizeil .;. Y h' .. . "'' `Non=Sub§idized RetireesRetiree Plan - CoBR�iEligibles Deductible Per Person $150 / $450 $200 / $500 Maximum Per Family Maximum Out -of -Pocket $1,000 / 2,000 '$1,500 / 3,000 Expenses (Excludes Deductible) Per Person/Per Family * This summary list only those benefits provisions that differ between active and subsidized Retiree Plans. The Employee Health Plan document should be consulted for detailed questions about specific benefits. Benefits are subject to modification through the meet and confer process. Note: Retirees who elect to participate in HealthNet or Family Health Plan (FHP) shall be entitled to benefits of the program chosen. ATTACHMENT #3 0�� City of Huntington Beach INTER -DEPARTMENT COMMMUNICATION HUNTINGTON BEACH TO: RAY SILVER, Acting City Administrator FROM: DAN T. VILLELLA, Acting Deputy City Administrator SUBJECT: FIS 98-13, Approval of MOU with MEA c DATE: December 3, 1997 As required by Resolution 4832, a Fiscal Impact Statement has been prepared for the subject proposed action. If the City Council approves this request, the General Fund expenses for 1997/98 will increase by an estimated $433,430 and 1998/99 expenses will increase by an estimated $1,014,000 As detailed in the attached report, revised 1997/98 and 1998/99 estimated General Fund revenues will more than offset the increased costs in the two year budget. If MOU's and salary/benefit changes equal to the recommended action were granted to all City employees through subsequent MOU's with other employee organizations, the total increased cost to the City in 1997/98 is an estimated $1,187,637 and in 1998/99 an estimated $2.8 million. The estimated increased revenues would cover the increased costs in 1997/98 but would be $787,941 less than the increased costs for 1998/99. Expense reductions of $787,941 would therefore be required to be implemented in 1998/99 in order to keep the 1998/99 budget balanced. As you know, we have begun work to identify potential expense reductions in the event subsequent MOU's are approved with other groups with terms similar to this proposed action. RJ F: DTV:skd 0029169.01 12/03/97 3:16 PM City of Huntington Beach 10B. INTER -DEPARTMENT COMMMUNICATION HUNTINGTON BEACH 6 TO: RAY SILVER, Acting City Administrator FROM: ROBERT J. FRANZ, Deputy.City Administrator SUBJECT: REVISED REVENUE PROJECTIONS -- TWO YEAR BUDGET DATE: November 21, 1997 Revenues in the final quarter of fiscal year 1996/97 were higher than projected. Total General Fund revenues (unaudited) for fiscal year 1996/97 were 2.74% higher than projected, (see attachments for details). Based on these upward revisions to last year's revenues, we have reviewed .the .General Fund revenue estimates for the two year budget. The result (detailed in the.attachments) is a projected additional..revenue .of.,$1,500,000 (1.5%) .in '1.1997/98 ,and an.,additional $1,990,000 (1.9%) in 1998/99. %Following are, -some of, the significant changes to the two year Budget revenue estimates based on the above described review: Sales Tax -- The unaudited total for 1996/97 was $18.28 million compared to budget projections in the two year budget of $18.3 million for 1997/98 and $19.0 million for 1998/99. Increasing our estimates for each year by $500,000 results in year to year projected percentage increases of 2.3% in 1997/98 and 3.7% in 1998/99. These percentages seem reasonable even with the unknown factors related to the Huntington Beach Mall. Utility Tax -- Our prior estimates for the telephone and cable TV portions of this revenue can be increased by $175,000 in 1997/98 and $250,000 in 1998/99. Telephone charges to customers continue to grow even though deregulation has brought more competition. Cable TV charges to customers have also grown (5.8% in 1995/96 and 7.3% in 1996/97) whereas our prior projections had been conservative based on the unknown impact of new competition from satellite TV services. Similarly, cable franchise fee revenue estimates have been increased by $100,000 for 1997/98 and $130,000 for 1998/99. Fines and Forfeitures -- Parking fines revenue was up significantly in 1996/97, a portion of which may be due to cash flow timing as opposed to actual year to year changes. $100,000 additional revenue is projected for 1997/98. In 1998/99 an additional $400,000 is projected, of which $300,000 is due to the State Legislature agreeing to return traffic citation revenue to cities (this revenue was taken by the State in 1991/92). REVUSED REVENUE PROJECTIONS - TWO YEAR BUDGET Parking Revenue -- Last year's revenue was about $300,000 higher than our projections for beach related lots and meters. While some of this was related to hot weather continuing through September, part was due to our incorrect assumption that the Pier Plaza construction would result in a decline in parking revenue during the summer months of 1997. Apparently, the closed parking lots north and south of .the pier did not result in fewer cars parking but, instead, resulted in higher revenue in other lots or from metered parking. Based on this experience, we have increased our .estimates for 1997/98 by $275.000 and $320,000 for 1998/99. Conclusion -- Although we normally wait until the completion of the first quarter of the fiscal year before revising any revenue projections, the clear trend from the final quarter of 1996/97 allows for this "advance" update of revenues. We hope that the projections are conservative enough to withstand potential adverse trends in some categories. We believe they can be relied upon for budget decisions. KOBERT J. FFtANZ Deputy City Administra RJF:skd Attachments 0028984.01 -2- 11 /21 /97 8:37 AM Projected Revenue Increases 1997/98 and 1998/99 1994/95 1995/96 1996/97 1997198 1998/99 Revenue Source Actual Actual Revised Budget Revised 1997/98 Estimated Revised 1998/99 (Unaudited) Total Increase Total Increase C-.08FILESTXCELI REV978.XLSIRev. Revenue Property Tax $25,254,894 $24,599,798 $24,855,880 $26,189,980 $26,189,980 $27,309,040 $27,309,040 Sales Tax 16,684,322 17,403,770 18,280,000 18,300,000 18,800,000 500,000 19,000,000 19,500,000 500,000 Proposition 172 Sales Tax 1,030,227 1,132,072 1,192,800 1,150,000 1,250,000 100,000 1,200,000 1,325,000 125,000 Utility Tax 12,916,733 13,221,979 13,955,141 13,500,000 13,675,000 175,000 13,575,000 13,825,000 250^^0 Transient Occupancy Tax 1,039,045 1,100,000 1,275,000 1,250,000 1,325,000 75,000 1,300,000 1,375,000 75,000 Other Local Taxes 4,674,464 5,110,243 5,271,460 5,325,000 5,325,000 5,505,000 5,505,000 Licenses & Permits 3,980,190 3,898,024 5,650,082 4,837,445 4.857,445 20,000 4,508,160 4,528,160 20,000 Fines/Forfeitures/Penalties 2,134,642 2,133,502 2,618,327 2,390,320 2,490,320 100,000 2,417,000 2,817,000 400,000 Use of Money and Property 6,070,779 6,900,070 7,245,181 6,755,000 7,030,000 275,000 7,168,000 7,488,000 320,000 Revenue from Other Agencies 8,219,705 9,506.678 9,533,390 9,331,000 9,461,000 130.000 9,431,000 9,606,000 175,000 Charges for Current Services 8,438,616 9,244,365 10,094,836 10,374,666 10,474,665 100,000 9,392,000 9,492,000 100,000 Other Revenue 468,526 684,054 772,931 678,600 678,600 678.500 678,500 Transfers from Other Funds 2,900,000 2,959,000 2,458,915 2,390,000 2,415,000 25,000 2,390,000 2,415,000 25,000 Total Revenue $93,812,143 $97,893,555 $103,203,943 1 $102,472,010 $103,972,010 $1,500,000 1 $103,873,700 $105,863,700 $119901000 One -Time: Dev. ($2, 643, 000) Other ($419, 000) Ongoing $100,141,943 ($1,500,000) ($1,500,000) $100,972,010 $102,472,010 REV978.XLS Rev. Revenue 11/17/97 General Fund Revenue Estimates-1996/97 Original Budget 3rd Quarter Actual Increase or % Incr. Revenue Source Estimate Estimate (unaudited) Decrease or Decr. Property Tax $ 25,024,000 $ 24,950,000 $24,855,880 ($94,120) -0.38% Sales Tax 16,600,000 17,900,000 18,280,000 380,000 2.12% Proposition 172 Sales Tax 1,144,000 1,144,000 1,192,800 48,800 4.27% Utility Tax 13;630,000 13,600,000 13,955,141 355,141 2.61% Transient Occupancy Tax 1,122,000 1,200,000 1,275,000 75,000 6.25% Other Local Taxes 5,300,000 5,140,000 5,271,460 131,460 2.56% Licenses & Permits 4,834,830 4,671,000 5,650,082 979,082 20.96% Fines/Forfeitures/Penalties 2,355,000 2,245,000 2,618,327 373,327 16.63% Use of Money and Property 6,916,250 6,846,430 7,245,181 398,751 5.82% Revenue from Other Agencies 8,536,000 9,366,000 9,5331390 167,390 1.79% Charges for Current Services 9,254,725 10,218,530 10,094,836 (123,694) -1.21% Other Revenue 522,700 762,200 772,931 10,731 1.41% Transfers from Other Funds 2,390,000 2,412,515 2,458,915 46,400 1.92% Total Revenue $97,629,505 $100,455,675 $103,203,943 $2,748,268 2.74% One Time Revenue: One -Time Reimbursements 289,000 Development Review Fees 2,643,000 Other 130,000 Total One Time Revenue $3,062,000 Estimated vs. Actual General Fund Revenue Property Tax Sales Tax Proposition 172 Sales Tax Utility Tax Transient Occupancy Tax Other Local Taxes Licenses & Permits Fine slForfeitures/Penalties Use of Money and Property Revenue from Other Agencies Charges for Current Services Other Revenue Transfers from Other Funds $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Actvsest Print Date: 11/14/97 SIGN IFICANT.CHAN.GES - REVENUE. ESTIMATES Final Revenue (Unaudited) .Compared.to'Third .Quarter Estimate Revenue Change Comment Sales Tax +$ 380,000 Although Fourth Quarter receipts were up only 0.37o compared to the prior year, increases in the first three quarters resulted in a 5.0576 increase for the year. Utility Tax +355,141 Both telephone and- cable TV billings have grown faster than budget projections. Permits i +979,082 Most of this unanticipated revenue is one-time ,development permit fees. Revenue in the last 6 months of the, fiscal. year (April -Sept 1997) was -.almost $1 million higher than our budget projections. Fines & Forfeitures +373,327 Parking fines exceeded projections by $250,000 reflecting the generally higher number of autos visiting downtown and the beach. Alarm fines were up $125,000 due to enforcement of new rates/fees. Use of Money/Property +398,751 Beach parking revenue was up $300,000 (due to good weather continuing through September of 1997 and number of special events during the summer.) Other + 261,967 Net change from numerous other adjustments to individual revenues. Total Change + $ 2,748,268 0022247.01 11/19/97 4:00 PM General Fund - Revised Estimates 1997/98 1998/99 Estimated Revenue Budget $ 102,472,050 $ 103,898,700 Additional (Projected) 1,500,000 1,990,000 Total $ 103,972,050 $ 105,888,700 Additional one-time (Potential)* 950,000 650,000 Expenses Budget $ 102,631,445 $ 103,897,558 Potential MOU's 1,187,637 3,176,083 98/99 represents full.annualized cost Total $ 103,819,082 $ 107,073,641 Ongoing Surplus/Shortfall $ 152,968 $ (1,184,941) * One -Time Revenue is needed for: - One -Time costs related to Development processing - Unanticipated Budget amendments - Unfunded and Underfunded Liabilities/Projects (see list below) General Fund - Fund Balance Estimates Estimated Fund Balance excluding liabilities $ 6,852,026 Unfunded and Underfunded Liabilities/Projects: Liability Fund $ 5,417,185 Workers Comp Fund 5,535,000 Equipment Replacement Fund 5,000,000 Supplemental Retirement Fund 10,000,000 Police Dispatch System 1,000,000 Computer Needs 3,500,000 El Nino 200.000 $ 30, 652,185 REV978.XLS Print Date: 12/1/97 Ongoing Revenues/Reductions Area Impacted Rev �Uduction Insurance/Workers Comp. 250,000 T.R.A.N. Interest Savings 150,000 Conferences/Meetings/Training Specific 132,750 Administration 3,000 Administrative Services 11,000 City Attorney 4,400 City Clerk 1,500 Community Development 102,891 Community Services 35,000 Fire Department 155,000 InfoSys Data 3,400 InfoSys Micro 1,500 Library 10,000 Police Department 185,000 Public Works 120,000 Telecommunications 2,000 Treasurer 2,500 Misc. Non -Dept. 593 pg. 58 15,000 Total Reductions Savings 1,184,941 Note: $1.8M will be transferred from General Fund Reserve to to Comp Funds resulting in $250K.ongoing annual savings. 12/1/97 Budget9899C City of Huntington Beach INTER -DEPARTMENT COMMMUNICATION HUNTINGTON BEACH TO: MICHAEL T. UBERUAGA, City Administrato FROM: ROBERT J. FRANZ, Deputy City Administra SUBJECT: UNFUNDED NEEDS DATE: August 15, 1997 Attached is a list of unfunded City Department budget requests for Capital Improvement Project funding in the . two .year budget. In addition, ..many documented Capital Improvement needs are not addressed in this two year budget or'in the attached listing. Following is a sample listing of those additional projects/needs. . Technology Needs —Police Dispatch System $1,500,000 —Computer Needs 3,000,000 . Capital Projects —Oil Production Facilities 475,000 —South Beach Improvements 7,000,000 —Youth Sports Fields 1,200,000 . Equipment Replacement —Helicopter 1,000,000 —20 Year Estimate 7,000,000 Unfunded Infrastructure Replacement and Rehabilitation, (20 Year estimate) —Sewers 140,000,000 —Sidewalks/Curbs 20,000,000 —Block Walls 10,000,000 —Alleys 7,000,000 —Street Trees 7,000,000 —Buildings 26,000,000 —Drainage Pump Stations 14,000,000 —Street Lighting/Traffic Signals 9,000,000 —Residential Street Rehab 26,000,000 —Arterial Highways 21,000,000 0027245.01 08/15/97 4:04 PM CITY OF HUNTINGTON BEACH Unfunded 1997/98 and 1998/99 CAPITAL IMPROVEMENT Requests Department Function Accounting Div. Program Name Administrative Services General Gov't. P-AS- Capital Projects Fund DEPARTMENT REQUEST ---- > Amount Re uested .Department/ Project Title FY 1997/98 FY 1998/99 Project Description Fire Department Driveway Replacement 30,000 Fire Station Roof Replacements 11,000 Fire Station '12 Settling Repairs 75,000 Fire Station #3 Modifications 75,000 Fire Station -5 Captains Office 9,000 Fire Station R5 Captains Office 15,000 Fire Station #4 Turnout Lockers 8,000 Personal Projector 8,000 (12) Pentium Computers 40,000 Miley Keck Tank Farm 475,000 Purchase Tank,Farm which processes city oil. City Hall Fire Sprinkler System 750,000 Install a fire prevention system. None exists. Information Systems Optical Imaging Hard/Software/training 130,000 40,000 Remote Acess Hardware/Software 28,015 2,500 Disaster Recovery Service Plan 41,316 41,316 Division Vehicle (Infosys) 20,000 Citywide Internet Access 204,400 Police Department Conference Room 25,000 Private meeting for executive management. Front Desk Remodel 20,000 Improve security.by adding windows/doors. Expand Property/Parking Area 975,000 Provide needed space and parking. Public Works Civic Center Reseal/Paint 250,000 Repair, reseal, & paint Civic Center Complex. Civic Center Chillers/Cooling Tower 500,000 Required replacement of R-11 Chillers. Civic Center Carpet Replacement 20,000 20,000 Replace areas of deteriorated carpet. Civic Center Acoustical Tile Ceilings 17,000 17,000 Replace areas of deteriorated ceilings. Civic Center Fire/Security System 200,000 Install system in City Hall Civic Center Plaza Area Repairs 15,000 15,000 Replace damaged and sunken concrete. Civic Center Roof Replacement 250,000 25 year old roof has passed life expectancy. Central Library Chillers 250,000 Required replacement of R-I I Chillers. Central Library Carpet Replacement 20,000 20,000 Replace areas of deteriorated carpet. Central Library Air System 10,000 10,000 Clean system -reduce energy/maintain quality Central Library Roof Replacement 180,000 23 year old roof has passed life expectancy. Central Library Boiler Replacement 40,000 Aging boiler needs replacement. Main Street Library Heating System 56,000 Aging syste;n fails and damages facility. City Yard Heaters 20,000 20,000 Replace inefficient and costly to repair system. City Yard ADA Compliance 20,000 20,000 ;Modifications mandated by Federal Law. City Yard Air System 15,000 25,000 Clean system -reduce energy/maintain quality City Yard Carpet Replacement 10,000 10,000 Replace areas of deteriorated carpet. City Yard Roof Replacements 50,000 50,000 25 year old roofs have passed life expectancy. City Yard Ceiling/Lights 15,000 15,000 Replace deteriorated ceilings and lights. Wastewater Manhole Repair 130,000 130,000 Repair & strengthen manholes. Wastewater Lift Station Repair 460,640 460,640 Repair lift station deficiencies. Wastewater Pipeline Repair 572,725 572,725 Repair lines in danger of failure. Highway Landscape Irrigation 50,000 50,000 Continue installation of automated systems. Community Services Replace Trash Bin. 8,500 Equipment rusting and deteriorated. Beach Service Road Repair 35,000 Deteriorated road presents a liability to City. Beach Maintenance Security Fence 3,000 Storage lot at Newland/Edison Plant. Pier Deck Sealing 60.000 Improves effectiveness of maintenance. rip-r-i min vi c 8/15/97 Preliminary Update of the 2-Year Budget Preliminary Update of the 2 -Year Budget Slide 1 Labor Relations e Employees are a very valuable resource for the city in providing services to the community ■ The approved 2-Year budget includes no provisions for increased labor costs ■ Any agreements with employee groups resulting in increased salary/benefit costs must be funded by increased revenues or expense reductions Slide 2 December 1, 1997 1 Preliminary Update of the 2-Year, Budget General Fund Balance (as of 9/30/97) • August 1 estimate was $5.1 million • Current estimate is $6.9 million (unaudited) Slide 3 Enhancing Insurance Funds • Recommend using $1.8 million of General Fund Balance to replenish Insurance Funds ♦ $0.8 million to Liability Fund ♦ $1 million to Worker's Comp Fund • Transfer will allow reduction in General Fund costs of $250,000 annually • City Council action will be scheduled for 12/15/97 Slide 4 d December 1, 1997 Preliminary Update of the 2-Year Budget Under -funded Liabilities & Un-funded Programs Item Needed G.F.Transfer Revised ■ Liability $5,417,000 $1,000,000 $4,417,000 ■ Workers Comp 5,535,000 800,000 4,735,000 ■ Equip. Repl. 5,000,000 5,000,000 ■ Suppl. Retire. 10,000,000 10,000,000 ■ Police Dispatch 1,500,000 1,500,000 ■ Computers 3,500,000 3,500,000 ■ El Nino 200,000 200,000 ■ Outside Legal 300,000 300,000 Examples of Unfunded Capital Improvement Needs ($ in Millions) v South Beach $7.00 v Youth Sports 1.20 v Helicopter 1.00 v Equipment 7.00 v City Hall Sprinklers 0.75 v PD Pkg/Property 0.97 v Optical Imaging 0.17 v Alleys 7.00 v Street Trees 7.00 Slide 5 v Sewers $140.00 v Sidewalks/Curbs 20.00 * Block Walls 10.00 v Buildings 26.00 v Drainage 14.00 v St. Lights/Signals 9.00 v Residential Streets 26.00 v Arterial Highways 21.00 TOTAL $298.09 Slide 6 December 1, 1997 Preliminary Update of the 2-Year Budget Additional General Fund Revenues (Ongoing Increased Revenue Estimates) Category 1997/98 1998/99 • Sales Tax $500,000 $500,000 • Prop. 172 Sales Tax 100,000 125,000 • Utility Tax 175,000 250,000 • Transient Occupancy Tax 75,000 75,000 • Licenses/Permits 20,000 20,000 • Fines/Forfeitures 100,000 400,000 • Parking Revenue 275,000 320,000 • Other Agencies 130,000 175,000 • Current Services 100,000 100,000 • Transfers 25,000 25,000 $1,500,000 $1,990,000 Slide 7 General Fund One -Time Revenue Potential 1997/98 1998/99 One -Time Revenue $950,000 $650,000 • Potential uses include: • Slurry Seal of Streets • 1" overlay on Arterials • Supplemental Appropriation Requests Slide 8 December 1, 1997 Preliminary Update of the 2-Year Budget Potential Labor Relations Costs (Funding Needs) Total New Expense Fiscal Year Needed Revenue Reductions 1997/98 $1,187,637 $1,500,000 Adequate Funding Available 1998/99 2,777,944 1,990,000 787,941 1999/00 3,176,083 1,990,000+ 1,186,083 Slide 9 Potential Ongoing General Fund Reductions Insurance/Workers Comp. * $250,000 TRAN Interest Savings 150,000 Conferences/Meeting/Training 132,750 Administration 3,000 Administrative Services 11,000 City Attorney 4,400 City Clerk 1,500 Community Development 102,891 Community Services 35,000 Fire Department 155,000 Information Systems/Mainframe & Network 4,900 Library Services 10,000 Police Department 185,000 Public Works 120,000 Telecommunications 2,000 Treasurer 2,500 Non -Departmental 16,142 * Assumes $1.8 million equity transfer $1,186,083 Slide 10 December 1, 1997 Preliminary Update of the 2-Year Budget Summary • Continuing economic recovery has resulted in higher than projected revenues • Replenishment of a portion of the depleted insurance reserves is recommended due to improvement in estimated General Fund reserves • Potential increased labor costs can be funded by estimated increased, ongoing revenues and a $1.2 million reduction in ongoing costs • There are a number of under -funded and unfunded costs that the city needs to address in the near future Slide 11 December 1, 1997