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HomeMy WebLinkAboutMEO- Management Employees Organization - 2000-01-18Council/Agency Meeting Held: fib- Dy"�i Deferred/Continued to: Appro d ❑ Conditionally A proved ❑ Denied t1lel­Vsaignature Council Meeting Date: June 4, 2001 io Department ID Number: AS 01-018 �.L � X CITY OF HUNTINGTON BEACH 7-, M REQUEST FORCOUNCILACTI®N `� _0 SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS�';W C J11 i SUBMITTED BY: RAY SILVER, City Administrator6Vi2-o PREPARED BY: CLAY MARTIN, Director of Administrative Services /Vo. a od- SUBJECT: ADOPT RESOLUTION TO AMEND MEMORA DUM OF UNDERSTANDING WITH MANAGEMENT EMPLOYEES ORGANIZATION TO PROVIDE FOR SPECIFIC SALARY ADJUSTMENTS Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Should the City of Huntington Beach enter into a sideletter of agreement to amend. its memorandum of understanding (MOU) with the Management Employees' Organization (MEO) to provide for specific salary adjustments? Funding Source: Current year appropriation of $25,000 to be transferred from budget account 10040101.79100 (Non -Departmental General Fund Contingency.) Recommended Action: Adopt Resolution No.�oo i -32. amending Resolution 2000-9, pertaining to approval of the 12/25/99 through 12/21/01 Memorandum of Understanding between the City of Huntington Beach and the Huntington Beach Management Employees' Organization. Alternative Action(s): Refer back to the meet and confer process the MEO salaries in dispute. Analysis: Prior to the adoption of the current memorandum of understanding (MOU) between the City and the Huntington Beach Employees' Organization, there were twelve MEO salary recommendations, by the consultant Doug Johnson and Associates, that were in dispute. To resolve the issue, the parties agreed to have an outside consultant review the disputed salary recommendations, REQUEST FOR COUNCIL ACTION MEETING DATE: June 4, 2001 DEPARTMENT ID NUMBER: AS 01-018 Creative Management Solutions was retained by the City to review the 1999 Doug Johnson and Associates salary recommendations involving the twelve MEO positions and render a final salary recommendation. A report prepared by Creative Management Solutions dated Februaryu 6, 2001 contains the recommended resolution of these disputed salary issues. The City and MEO in the attached sideletter have agreed to implement the six salary adjustments recommended by the consultant. These adjustments are to be effective December 23, 2000. Estimated annual cost of these adjustments is $30,000. Environmental Status: Does not apply. Attachment(s): Resolution to amend Resolution 2000-9 of the Memorandum of Understanding between the City and the Huntington Beach Management Employees' Organization. RCA Author: William H. Osness MEO Sideletter -2- 5/29/01 10:14 AM ATTACHMENT #1 RESOLUTION NO. 2001-32 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH AMENDING RESOLUTION 2000-9, PERTAINING TO APPROVAL OF THE 12/25/99 THROUGH 12/21/01 MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF HUNTINGTON BEACH AND THE HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION WHEREAS, on January 18, 2000, by the adoption of Resolution No. 2000-9, the City Council of the City of Huntington Beach approved the 12/25/99 through 12/21/01 Memorandum of Understanding ("MOU") between the City of Huntington Beach ("COHB") and the Huntington Beach Management Employees' Organization ("MEO") (the "1999-2001 COHB/MEO MOU"); and Article VI ("Salary Schedule") of the 1999-2001 COHB/MEO MOU states: "A. Salary Schedule Employees shall be compensated at monthly salary rates by classification title and salary range during the term of this Agreement as set out in Exhibit A, attached hereto and incorporated herein. . 2. Class/Comp Study The results of the Johnson and Associates study will be implemented with the pay period beginning December 25, 1999. The designated individuals who have raised complaints about the process used to reach the results for their positions will be entitled to review of their complaints by another consultant before December 31, 2000. The consultant will make recommendations to the City after reviewing the complaints and the final decisions regarding compensation for the designated persons will be made by the City. This agreement regarding another consultant's review of the complaints will be reflected in a side letter." RJW 2001 Resolutions: Amend Res. 2000-9 RLS 2001-0338 5115101 Res. No. 2001-32 Exhibit A to the approved 1999-2001 COHB/MEO MOU lists, effective first on December 25, 1999 and again on December 23, 2000, the salary ranges of the various job classifications of those COHB employees who are members of the MEO; The firm of Creative Management Solutions was thereafter retained by the COHB to review the 1999 Doug Johnson and Associates' salary recommendation study, as well as the individual concerns of twelve MEO member -employees; and to render final salary recommendations; A report, dated February 6, 2001, prepared by Creative Management Solutions, recommended, among other things, that the salary ranges of the following six job classifications of MEO member -employees be increased: (a) Construction Manager; (b) Criminalist Supervisor; (c) Chief Criminalist; (d) Community Services Manager; (e) Deputy Director Recreation, Beaches & Development; and (f) Finance Officer. Recently, the COHB and the MEO entered into a side letter, a copy of which is attached as Attachment No. 1 to this Resolution; which side letter reflects the agreed upon changes to the salary ranges of the six above -described job classifications. The City Council of the City of Huntington Beach does resolve as follows: The salary ranges of the six job classifications of: (a) Construction Manager; (b) Criminalist Supervisor; (c) Chief Criminalist; (d) Community Services Manager; (e)Deputy Director Recreation, Beaches & Development; and (f) Finance Officer, shall be increased, effective December 23, 2000, to the new levels stated in the side letter (Attachment No. 1 to this resolution). 2 RJw 2001 Resolutions: Amend Res. 2000-9 RLS 2001-0338 5115101 Res. No. 2001-32 2. The changes in the salary ranges of these six job classifications shall be deemed an amendment, effective December 23, 2000, to Exhibit A which is attached to the approved 1999-2001 COHB/MEO MOU. 3. This resolution shall also be deemed an amendment to Resolution No. 2000-9, adopted by the City Council on January 18, 2000. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 4th day of ATTEST: City Clerk 6b-- a REVIEWED AND APPROVED: City Xdministrator RJW 2001 Resolutions: Amend Res. 2000-9 RLS 2001-0338 5115101 2001. Mayor APPROVED AS TO FORM: Q� o� City Attorney F� 5 INITIATF,A-AND APPRO� : /7 ( l/ /1 // 11 Director lAdministrative-Services Res. No. 2001-32 ATTACH,M,,ENT #1. Side Letter to the Memorandum of Understanding Res. No. 2001-32 Between the City of Huntington Beach and the Huntington Beach Management Employees' Organization This is to amend the 2000/2001 memoranda of understanding (MOU) between the City of Huntington Beach and the Huntington Beach Management Employees' Organization (MEO) to implement the results of the consultant review of salary issues specified in Article VI.A.2 of the existing MOU. Creative Management Solutions was retained by the City to review the 1999 Doug Johnson and Associates salary recommendation and the individual concerns of twelve MEO employees; and rendered a final salary recommendation. A report prepared by Creative Management Solutions dated February 6, 2001; contains the recommended resolution of this matter. It is therefore agreed that the following salary recommendation be implemented effective December 23, 2000: Ray ver Date City Administrator 00-01 MEO MOU Side Letter 4/4/01 3:57 PM Res. No. 2001-32 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 4th day of June, 2001 by the following vote: AYES: Boardman, Cook, Julien Houchen, Dettloff, Bauer NOES: None ABSENT: Green, Garofalo ABSTAIN: None City Clerk and ex-officio Clerk of the City Council of the City of Huntington Beach, California F INITIATING DEPARTMENT: Administrative Services SUBJECT: ADOPT RESOLUTION TO AMEND MEMORANDUM OF UNDERSTANDING WITH MANAGEMENT EMPLOYEES ORGANIZATION TO PROVIDE FOR SPECIFIC SALARY ADJUSTMENTS COUNCIL MEETING DATE: June 4, 2001 RCA ATTA 333 HIVIEIVTS STATUS 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) Not Applicable 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 Findings/Conditions for Approval and/or Denial Not Applicable EXPLAIVATI®N;FOR''IVLBSSI`N. ATTACHMENTS RCA Author: William H. Osness V ,/)S/7eSS- /°.aet5,on neG XPm6T/1✓--AS1) j/offv - 1,1?,e6-o12/!e4 Council/Agency Meeting Held: d Deferred/Continued to: Moved Condit Ily pproved 0 Denied t Clerk's Signature Council Meeting Date: January 18, 2000 Department ID Number: AS 00-006 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS - SUBMITTED BY: PREPARED BY SUBJECT: RAY SILVER, City Administrator JOHN P. REEKSTIN, Administrative Services Director APPROVE THE MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY AND THE MANAGEMENT EMPLOYEES ORGANIWION Icr-.S AIO `1.f1(n Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Should the City and the Management Employees Organization enter into a new Memorandum of Understanding covering a two year period from December 25, 1999 through December 21 2001. Funding Source: Funding is included in the FY 99/00 and 00/01 budgets Recommended Action: Approve the Memorandum of Understanding with the Management Employees Organization by adopting Resolution No. 2000 - 9 Alternative Action(s): Refer back to the meet and confer process to modify the proposed memorandum of Understanding with the Management Employees Organization. Analysis: Representatives of the City and the Management Employees Organization (MEO) have completed the meet and confer process with agreement on a new Memorandum of Understanding (MOU) for a two year period beginning December 25, 1999. The agreement includes a four percent salary increase on December 25, 1999 and a three percent increase on December 23, 2000. The City and the MEO agree to adopt the classification and salary recommendations contained in the Johnson and Associates study. MEO agreed to specific medical cost containment proposals in exchange for an increase in the City contribution for health benefits. Both parties agreed to re -open discussions in July 2000 to explore additional health cost containment issues for the year 2001. The City agreed to allow the use of sick leave, vacation and compensatory time to fathers to care for newborn or newly adopted children. The MEO agreed to specific City proposal changes to Personnel Rules to more expeditiously administer the City's Personnel System. As part of a two-year MOU, the City agreed to amend its contract with the Public Employees Retirement System (PERS) to provide the two percent at 55 retirement benefit to miscellaneous employees. The City also agreed to I■ ,, REQUEST FOR COUNCIL ACTION MEETING DATE: January 18, 2000 DEPARTMENT ID NUMBER: AS 00-006 establish an IRS 125 Flexible Spending Account, whereby pre -taxed wages may be used for medical and dependent care expenses. MEO agrees to implement the City's Fleet Management Program and redefined the criteria to quality for administrative leave. A general leave program was agreed to that reduces sick leave liability. A summary of the changes is included as attachment #1. Environmental Status: Attachment(s): RCA Author: William H. Osness RCA for MEO.doc -2- 01/11/00 2:12 PM ATTACHMENT /' _ ALL, i k SUMMARY AGREEMENT MEO/CITY .g� Term A two-year term from December 25, 1999 through December 21, 2001. ® Salary 4% increase effective December 25, 1999 3% increase effective December 23,.2000 Classification Changes Adopt the classification and compensation recommendations as prepared by Johnson and Associates. Health Year 2000 Premiums The City's contribution to medical, dental and vision shall be no more than the premium maximum for employee only,, employee plus one, and employee plus family. Except that employees hired on or after December 27, 1997 shall receive a city contribution toward medical at no more than the year 2000 premium of the HMO for each category. Year 2001 Premiums The City will contribute two-thirds of.the increase in the premium to the City medical plan and;fifty percent of the increase in the HMO. In'the event that all other employee groups agree to . one HMO for the year 2001; the City shall contribute one hundred percent towards the HMO premium increase in the year 2001. The City shall contribute the full cost of the premium for dental and vision for the year 2001. Cost Containment On January 1, 2001, the City medical plan shall be modified as follows: • The Annual deductible shall be increased from $150 to $250 per individual and $450 to $500 per family. • Increase the annual out-of-pocket maximum from $1,000 individual, $2000 family to $2,000 individual, $4000 family. Medical Cash -out Allows an employee who is covered by a medical program outside of a City - provided program to elect to drop City medical coverage and receive $200 per month to deposit into their deferred compensation account or any other pre-tax program offered by the City. Paternity Leave Fathers will be able to utilize accumulated sick leave in addition to vacation, compensatory, and administrative leave to care for their newborn or adopted child up to a total of four weeks. SUMMARY AGREEMENT MEO/CITY ❖ Deferred Compensation Loans Employees will be able to borrow up to 50 percent of their deferred compensation funds for critical needs such as medical costs, college tuition, or purchase of a home. ❖ IRS Section 125 Program Develop an IRS Section 125 Program, where employees may use pre-tax dollars to pay for annual dependent care and/or medical expenses. ❖ Rule Changes Rule 5-4 Order of Certification Allows for re -recruitment even in instances where a list of five or more eligible candidates exists. Rule 7-2 Causes for Discipline Brings causes for discipline involving drug addiction, moral turpitude, or employee strikes into compliance with existing law in these areas. Rule 8-1 Fitness for Duty Provides for a systematic procedure for the determination of employees' mental or physical ability to perform their jobs. Rule 12-10 Temporary Employee Definition Standardizes the period temporary employees may work at 1000 hours. Rule 14-6 Two -Step Advancement Salary advancement to address recruiting issues. Allows the department head, through the Human Resources Officer, to provide for advanced salary step adjustments with the approval of the City Administrator. Rule 18-16 Industrial Accident Leave Limits the recovery time to return to work from a qualifying injury or illness to twelve months. The period cannot be extended due to additional injuries or assignments to light duty work. Rule 18-25 Holiday Leave Definition Deletion Eliminates confusion over City -observed holidays by eliminating reference to holidays in the Personnel Rules. Rule 20 Discipline Procedure Formalizes the state -mandated due process hearing procedure in disciplinary matters. SUMMARY AGREEMENT M EO/C I TV •e• Retirement Allows the City to amend its contract with the Public Employees Retirement System to provide the two -percent at 55 retirement benefit for miscellaneous employees. ❖ Fleet Management Program MEO agrees to implement the City's Fleet Management Program. ❖ General Leave Reduces sick leave liability by adding eight general leave days to existing vacation per year, while eliminating future sick leave accrual. •e• Long Term Disability (LTD) Reduces the waiting period from 60 to 30 days to qualify for LTD pay. ATTACHMENT - ATTACHMENT RESOLUTION NO. 2 0 0 0- 9 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH APPROVING AND IMPLEMENTING THE MEMORANDUM OF UNDERSTANDING BETWEEN THE HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION (MEO) AND THE CITY OF HUNTINGTON BEACH FOR 12/25/99 THROUGH 12/21/01 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 Management Employees' Organization ("MEO"), 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 25, 1999, through December 21, 2001. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 18 th day of ATTEST: City Clerk REVIEWED AND APPROVED: tCiAdmistrato January 2000. APPROVED AS TO FORM: AAttorney /-)v -ao INITIATED AND APPROVED: Di ctor of Administrative Services adl/00reso/MEO RLS 00-016 - 01 /07/00 RESOLUTION NO. 2 0 0 0- 9 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH APPROVING AND IMPLEMENTING THE MEMORANDUM OF UNDERSTANDING BETWEEN THE HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION (MEO) AND THE CITY OF HUNTINGTON BEACH FOR 12/25/99 THROUGH 12/21/01 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 Management Employees' Organization ("MEO"), 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 25, 1999, through December 21, 2001. PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the 18 th day of ATTEST: City Clerk REVIEWED AND APPROVED: jCiAdmin�istrato��� January 2000. APPROVED AS TO FORM: Ai Attorney INITIATED AND APPROVED: Di ctor of Administrative Services adl/00res&M EO RLS 00-016 - 01 /07/00 f4l,-e6. a.o00-5? TABLE OF CONTENTS PREAMBLE.................................................................................................................................................................................. I ARTICLEI - TERM OF MOU...................................................................................................................................................I ARTICLE II - REPRESENTATIONAL UNIT/CLASSIFICATIONS....................................................................................1 ARTICLE III - ARTICLE NUMBER RESERVED..................................................................................................................2 ARTICLE IV - EXISTING CONDITIONS OF EMPLOYMENT...........................................................................................2 ARTICLEV - SEVERABILITY.................................................................................................................................................3 ARTICLEVI - SALARY SCHEDULE......................................................................................................................................3 ARTICLEVII - SPECIAL PAY..................................................................................................................................................3 A. EDUCATIONAL TUITION.................................................................................................................................................... 3 B. CERTIFICATION/SKILL PAY............................................................................................................................................... 4 ARTICLEVIII - UNIFORMS.....................................................................................................................................................4 ARTICLE IX - HOURS OF WORK/OVERTIME/ADMINISTRATIVE LEAVE.................................................................4 A. OVERTIME......................................................................................................................................................................... 4 B. ADMINISTRATIVE LEAVE.................................................................................................................................................. 4 ARTICLE X - HEALTH AND OTHER INSURANCE BENEFITS........................................................................................ 5 A. HEALTH............................................................................................................................................................................ 5 1. Medical........................................................................................................................................................................5 2. Dental..........................................................................................................................................................................5 3. Optical......................................................................................................................................................................... 5 B. ELIGIBILITY CRITERIA AND COST..................................................................................................................................... 5 1. City Paid Medical and Dental Insurance - Dependents.............................................................................................. 5 2. City's Contribution to Health Insurance Premiums.................................................................................................... 6 a. Emplovees Hired Prior to August 17, 1998.................................................................................................................................... 6 b. Employees Hired On or After August 17, 1998............................................................................................................................. 6 C. Year 2001 Premiums...................................................................................................................................................................... 6 d. Medical Cash-Out........................................................................................................................................................................... 6 3. Section 125 Plan.......................................................................................................................................................... 7 C. LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT.................................................................................................... 7 D. LONG TERM DISABILITY INSURANCE................................................................................................................................ 7 E. MISCELLANEOUS..............................................................................................................................................................7 1. City Paid Premiums While On Medical Disability...................................................................................................... 7 2. Insuance Benefits Advisory Committee.........................................................................................................................8 3. Health Plan Over-Payments........................................................................................................................................ 8 a. Reduction of Employee's Bi-Monthly Salary Warrant................................................................................................................... 8 b. Notice of Ineligible Dependents..................................................................................................................................................... 8 C. Twelve Month Recovery Period..................................................................................................................................................... 8 4. Federal Health Plan.................................................................................................................................................... 8 ARTICLE XI - RETIREMENT BENEFITS..............................................................................................................................8 A. BENEFITS.......................................................................................................................................................................... 8 1. Self Funded Supplemental Retirement Benefit............................................................................................................ 8 2. Medical Insurance for Retirees................................................................................................................................... 9 a. Medical Insurance Upon Retirement.............................................................................................................................................. 9 b. Premiums Paid Upon Retirement By Use of Unused Sick Leave Benefits..................................................................................... 9 99-01 MEO MOU.doc i 01/12/00 3:34 PM ge.S. -2 coo - ME® M®U TABLE OF CONTENTS B. PUBLIC EMPLOYEES' RETIREMENT SYSTEM REIMBURSEMENT AND REPORTING.............................................................. 9 1. Employee's Contribution............................................................................................................................................. 9 2. Rollover.....................................................................................................................................................................10 3. Two Percent at Age SS Formula................................................................................................................................10 4. PERS Level 3 Survivors Bene tts...............................................................................................................................10 ARTICLE XII - LEAVE BENEFITS........................................................................................................................................10 A. GENERAL LEAVE............................................................................................................................................................. 10 1. Accrual......................................................................................................................................................................10 2. Eligibility and Approval............................................................................................................................................ 10 3. Receipt of General Leave Pay...................................................................................................................................11 4. Conversion to Cash................................................................................................................................................... 11 B. HOLIDAYS.......................................................................................................................................................................11 C. SICK LEAVE..............................................................................................................................................:..................... 11 D. BEREAVEMENT LEAVE.................................................................................................................................................... 13 E. PATERNITY LEAVE..........................................................................................................................................................13 ARTICLEXIII - CITY RULES.......................................................................................................................I........................14 ARTICLEXIV - MISCELLANEOUS......................................................................................................................................30 A. PHYSICAL EXAMINATION................................................................................................................................................ 30 B. VEHICLE POLICY .......................... .......:........................................................................................................................... 30 C. DEFERRED COMPENSATION LOAN PROGRAM.................................................................................................................30 ARTICLE XV - CITY COUNCIL APPROVAL.....................................................................................................................s1 EXHIBITA - MEO SALARY SCHEDULE.............................................................................................................................32 EXHIBIT B - DELTA DENTAL BROCHURE............................................................................:..........................................38 EXHIBIT C - DELTA CARE PLAN BROCHURE.................................................................................................................39 EXHIBIT D - EMPLOYEE HEALTH PLAN BROCHURE..................................................................................................40 EXHIBIT E - RETIREE MEDICAL PLAN............................................................................................................................. 41 RETIREE SUBSIDY MEDICAL PLAN..................................................................................................................................41 SCHEDULEOF BENEFITS..................................................................................................................................................... 42 A. Minimum Eligibility for Benefits............................................................................................................................... 42 B. Disability Retirees..................................................................................................................................................... 42 C. Maximum Monthly Subsidv Payments....................................................................................................................... 42 INDEMNITY HEALTH PLAN, EMPLOYEES/RETIREES'................................................................................................44 RETIREE SUBSIDY MEDICAL PLAN/MISCELLANEOUS PROVISIONS.....................................................................45 A. Eligibility...................................................................................................................................................................45 B. Benefits ...................................................................................................................................................................... 46 C. Subsidies.....................................................................................................................................................................46 D. Medicare....................................................................................................................................................................47 E. Cancellation.............................................................................................................................................................. 47 EXHIBITF - VEHICLE USE/ASSIGNMENT........................................................................................................................49 EXHIBIT G - PHYSICAL EXAMINATION DESCRIPTION..............................................................................................50 99-01 MEO MOU.doc ii 01/12/00 3:34 PM P,e% AUva-9 MEO MOU MEMORANDUM OF UNDERSTANDING Between THE CITY OF HUNTINGTON BEACH (Hereinafter called CITY) and THE HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION (Hereinafter called ORGANIZATION or MEO) PREAMBLE This Memorandum of Understanding is entered into by and between the . City Of Huntington Beach, a Municipal Corporation of the State of California, herein called "City", and.the Huntington Beach Management Employees' Organization, a California Organization, herein called "Association". 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 25, 1999 through December 21, 2001. 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 Association desire to reduce their agreements to writing, NOW THEREFORE, this Memorandum of Understanding is made, to become effective December 25, 1999, and it is agreed as follows. ARTICLE I - TERM OF MOU This Agreement shall be in effect for a period of two (2) years commencing December 25, 1999, and ending at midnight, December 21, 2001. O ARTICLE II - REPRESENTATIONAL UNIT/CLASSIFICATIONS A. It is recognized that Association is the employee association which has the right to meet and confer in good faith with the City on the behalf of employees whose classifications are listed in Exhibit A, attached hereto and incorporated by reference herein. 99-01 MEO MOU draft 1 01/12/00 2:59 PM MEO MOU B. The City and the Association agree to implement for the term of this agreement the following change to the Employee/Employer Relations Resolution and accordingly revise Section 7 of said resolution as described herein: The proposed change to the Employer -Employee Relations Resolution is 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 modification(s), .to any affected employee organization and any affected employees. 2. The Personnel Commission shall hold a meeting concerning the proposed modification(s) at which time all affected employee organizations and employees shall be heard; 3. Thereafter, the Personnel Commission shall determine the composition of the appropriate unit or units and shall give written notice of such determination to the affected employee organizations and any affected employees. The City Administrator, employee organization or employee aggrieved by an appropriate unit determination of the Personnel Commission may, within ten (10) days of notice thereof, request a review of such determination by the City Council. Within thirty (30) days of receipt of a request to review a unit determination of the Personnel Commission the City Council shall review the matter. The City Council's decision shall be final. 4. Except as provided otherwise in this MOU, the salary, benefit and working conditions specified by this MOU shall be provided to employees in classifications listed in Exhibit A and have completed or are 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. ARTICLE III - ARTICLE NUMBER RESERVED ARTICLE IV - EXISTING CONDITIONS OF EMPLOYMENT Except as otherwise 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 and Departmental Rules of the City of Huntington Beach. 99-01 MEO MOU.doc 2 01/12/00 2:59 PM Q.es. ,20ov-p NIEO nAOU ARTICLE V - SEVERABILITY If any section, subsection, sentence, clause, phrase or portion of this MOU or any additions or amendments thereof, or the application thereof to any person, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this resolution or its application to other persons. The City Council hereby declares that it would have adopted this MOU and each section, subsection, sentence, clause, phrase or portion, and any additions or amendments thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases or portions, or the application thereof to any person, be declared invalid or unconstitutional. ARTICLE VI - SALARY SCHEDULE A. Salary Schedule 1. Employees shall be compensated at monthly salary rates by classification title and salary range during the term of this Agreement as set out in Exhibit A, attached hereto and incorporated herein. 2. Class/Comp Study The results of the Johnson and Associates study will be implemented with the pay period beginning December 25, 1999. The designated individuals who have raised complaints about the process used to reach the results for their positions will be entitled to review of their complaints by another consultant before December 31, 2000. The consultant will make recommendations to the City after reviewing the complaints and the final decisions regarding compensation for the designated persons will be made by the City. This agreement regarding another consultant's review of the complaints will be reflected in a side letter. ARTICLE VII - SPECIAL PAY A. Educational Tuition: 1. Education costs shall be paid to 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 of 2. Upon approval of the Department Head and the Deputy City Administrator, Administrative Services, 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 institutional presents the only accredited course or program within a reasonable commuting distance of the employee. 99-01 MEO MOU.doc 3 01/12/00 2:59 PM A-e-S• A000-I MEO MOU 3. Tuition reimbursement shall be limited to job related courses or approved degree objectives and require prior approval by the Department Head and the Personnel Director. 4. 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. Certification/Skill Pay: Plan Checker/Building Senior — To receive $250 per month upon attainment of a Civil Engineer's or Architect's license by the State of California and completion of the probationary period. (Qualifying employees that possess a Civil Engineer's license may use the title of Senior Engineer). C. Permanent employees who are required by their Department Head to use their bilingual abilities, as part of their job assignment shall be paid an additional five - percent (5%) over their regular monthly salary. Employees who are required by their Department Head to utilize their bilingual skills may be required to be tested and certified by the Personnel Director as to their language proficiency in order to be eligible for said compensation. ARTICLE Vill - UNIFORMS City agrees to provide uniforms to employees on active duty who are required to wear uniforms to the same extent as in the past. ARTICLE IX - HOURS OF WORWOVERTIME/ADMINISTRATIVE LEAVE A. Overtime: Employees represented herein shall not be eligible for paid overtime compensation. B. Administrative Leave: All unit employees shall be entitled to 40 hours of administrative leave upon working forty (40) additional hours above their regular work schedule per calendar year. Such employee may earn additional administrative leave, on an hour for hour basis, for hours worked in excess of seventy-five (75) in a calendar year. Time off for Police Department fitness programs and flexible scheduling that is agreed to between the employee and Department Head are exempt from the 75 hour provision. 99-01 MEO MOU.doc 4 01/12/00 2:59 PM R-e$, .Z UGO-,Ip MEO MOU ARTICLE X - HEALTH AND OTHER INSURANCE BENEFITS A. Health 1. Medical a. The City shall continue to provide group medical benefits to all employees with coverage and benefits comparable to the group medical plans currently in effect; except that in the year 2001 the Association agrees that only one HMO may be offered. b. The coverage and benefits provided under the City Health Plan shall be as set forth in the Plan Document revised October 1, 1999 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, 2001 as follows: 1) Annual Deductible — Increase the annual deductible from $150 to $250 per individual'and $450 to $500 per family. 2) Annual Out -of -Pocket Maximum — Increase the annual out-of-pocket maximum (patient responsibility) from $1,000 individual, $2,000 family to $2,000, $4,000. 3) Re -opener — The City and Association agree to meet and confer on Year 2001 medical plans and cost on July 1, 2000. 2. Dental The City shall provide an indemnity dental insurance plan comparable to Delta Dental Plan (Group Policy #4729, Exhibit B) and a prepaid dental insurance plan comparable to the Delta Care Plan (Group Policy #4002, Exhibit B). 3. Optical The City shall provide a Vision Care Plan for employees and their dependents comparable to the group currently in effect. B. Eligibility Criteria and Cost 1. City Paid Medical and Dental Insurance - Dependents The City will assume payment, subject to the limitations set forth in Article X.13.2. for dependent health and dental insurance effective the first of the month following the month during which the employee completes one (1) year of full time continuous service with the City. 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. 99-01 MEO MOU.doc 5 01/12/00 2:59 PM A.e,s. A a0o-- f MEO MOU 2. City's Contribution to Health Insurance Premiums a. Employees Hired Prior to August 17, 1998 Effective January 1, 2000, the City shall pay medical, dental and vision insurance premiums by category and plan as follows: Monthly Delta Delta VS Premium:City Plan Health Net PacifiCare Dental Care Safeguard (Vision) Employee $283.28 $165.06 $165.06 $36.99 $22.12 $16.20 $17.58 Only Employee 560.18 361.66 361.55 70.65 37.61 29.16 17.58 Onez. Emplovee 685.86 476.68 476.68 100.37 57.51 37.22 17.58 b. Employees Hired On or After August 17, 1998 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 Safeguard (Vision) Employee $36.99 $22.12 $16.20 $17.58 Only ` Emnlovee 70.65 37.61 1 29.16 1 17.58 Employee I 100.67 I 57.51 I 37.22 I 17.58 I + Family c. Year 2001 Premiums The City will contribute two-thirds of the increase in the premium to the City medical plan and fifty percent of the increase in the HMO. In the event that all other employee groups agree to one HMO for the year 2001, the City shall contribute one hundred percent towards the premium increase in the year 2001. The City shall contribute the full cost of the premium for dental and vision for the year 2001. d. Medical Cash -Out 99-01 MEO MOU.doc 6 01/12/00 2:59 PM Ari, ;Z OeJ V — y MEO MOU Effective January 1, 2000, if an employee is covered by a medical program outside of a City -provided program (evidence of which must be supplied to Administrative Services Department, Personnel Division), they may elect to discontinue City medical coverage and receive two hundred dollars ($200) per month to deposit into their Deferred Compensation account or any other pre-tax program offered by the City. 3. Section 125 Plan Effective February 1, 2000, employees may begin utilizing this plan which allows employees to use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. C. Life and Accidental Death and Dismemberment Each employee under age sixty-five (65) shall be provided with $45,000 accidental death and dismemberment insurance paid for by the City. Each employee shall have the option, at his or her own expense, to purchase an additional amount of life insurance in the amount of $25,000, $50,000 or $100,000. Evidence of insurability is contingent upon total participation in additional amounts. D. Long Term Disability Insurance This program provides, for each incident of illness or injury, a waiting period of thirty (30) calendar days, during which the employee may use accumulated sick leave, general leave pay, or the employee may elect to be in a non -pay status. Subsequent to the thirty (30) day waiting period, the employee will be covered by an insurance plan paid for by the City, providing 66 2/3 percent of the first $10,000 of the employee's basic monthly earnings. The maximum benefit period for disability due to accident or sickness shall be to age 65. Days and months refer to calendar days and months. Benefits under the plan are integrated with sick leave, Worker's Compensation, Social Security and other non - private program benefits to which the employee may be entitled. Disability is defined as: "The inability to perform all of the duties of regular occupation during two years, and thereafter the inability to engage in any employment or occupation for which he is fitted by reason of education, training or experience." Rehabilitation benefits are provided in the event the individual, due to disability, must engage in another occupation. Survivor's benefits continues plan payment for three (3) months beyond death. A copy of the plan is on file in the Administrative Services Department. E. Miscellaneous 1. City Paid Premiums While on Medical Disability When an employee is off work without pay for reason of medical disability, the City shall maintain the City paid employee's insurance premiums during the 99-01 MEO MOU.doc 7 01/12/00 2:59 PM MEO MOU period the employee is in a non -pay status for the length of said leave, not to exceed twenty-four (24) months. 2. Insurance Benefits Advisory Committee 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. 3. Health Plan Over -Payments Unit members shall be responsible for accurately reporting the removal of ineligible dependents from health plan coverages. The City shall have the right to recover any premium paid by the City, including premiums to its self -insured plan, on behalf of ineligible dependents. Recovery of such over -payments shall be made as follows: a. Reduction of Employee's Bi-Monthly Salary Warrant The employee's bi-monthly salary warrant shall be reduced by one-half of the amount of the bi-monthly over -payment, (e.g., if the over -payment is $150 a month, the"bi-monthly contribution would be $75. The employee's bi-monthly salary payment shall be reduced by $37.50). Such reduction shall continue until the entire amount of the over -payment is recovered. b. Notice of Ineligible Dependents The City shall use its best efforts to advise all unit members of their obligation to report changes in the status of dependents which affect their eligibility. c. Twelve Month Recovery Period The City shall be entitled to recover a maximum of twelve (12) months of premium over -payments. Neither the employee nor the dependent shall be liable to the City other than as provided herein. 4. Federal Health Plan In the event the Federal Government enacts a Federal Health Plan that includes public employees and becomes effective during the life of this agreement, the parties agree to reopen the Health and Welfare Article and meet and confer regarding the impact of that plan implementation. ARTICLE XI - RETIREMENT BENEFITS A. Benefits 1. Self Funded Supplemental Retirement Benefit Employees hired prior to August 17, 1998 are eligible for the Self -Funded Supplemental Retirement Benefit, which provides that: 99-01 MEO MOU.doc 8 01/12/00 2:59 PM A f'S, A004,-f MEO MOU a. In the event a 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 member would have received for his or her life alone. This payment shall be made only to the member, shall be payable by the City during the life of the member, and upon that member's death, the City obligation shall cease. The method of funding this benefit shall be at the sole discretion of the City. This benefit is vested for employees covered by this agreement. (Note: The options provide the allowance is payable to the member 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 August 17, 1998 shall not be eligible for this benefit referenced in A.1.a. herein above. 2. Medical Insurance for Retirees a. _Medical Insurance Upon Retirement Upon retirement, whether service or disability, each 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 E, or either of the HMO Plans currently being offered to retirees, based upon the eligibility requirements described in Exhibit E. b. Premiums Paid Upon Retirement By Use of Unused Leave Benefits Employees electing to participate in the City's group health insurance program after retirement may cause the premiums to be paid by the City out of any available funds due and owing them under the terms of this agreement for unused sick leave and general leave benefits upon retirement. B. Public Employees' Retirement System Reimbursement and Reporting 1. Employee's Contribution Each employee covered by this Agreement shall continue to be reimbursed once every two (2) weeks in an amount equal to 7% of the employee's base salary 99-01 MEO MOU.doc 9 01/12/00 2:59 PM MEO MOU (9% for safety employees) as a pickup of the employee's contribution, or portion of such 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 in Article XI(B)(2) of the 1991/1993 MOU beyond January 31, 1994. 3. Two Percent at Age 55 Formula Upon agreement of all employee associations representing miscellaneous employees, the City shall initiate a contract amendment with the Public Employees' Retirement System to provide for this benefit as identified in Section 21354. 4.. Public Employees' Retirement System Level 3 Survivors Benefits Unit employees shall be covered by the 1959 Level 3 Survivors Benefits. ARTICLE XII - LEAVE BENEFITS A. General Leave 1. Accrual Effective December 24, 1999, employees will cease to accrue sick leave and vacation leave, and the Long -Term Disability insurance waiting period shall be reduced from 60 to 30 days. Instead, employees will begin accruing general leave at the accrual rates outlined below. General leave may be used for any purpose, including vacation, sick leave, and personal leave. Vacation time accrued through December 24, 1999 will be added to the employee's general leave account effective December 25, 1999. General leave shall be accrued as follows: Years of Service I General Leave Allowance First through Fourth Year 176 Hours Fifth through Ninth Year 200 Hours Tenth through Fourteenth Year 224 Hours Fifteenth Year and Thereafter 256 Hours 2. Eligibility and Approval Accrued general leave may be taken after six (6) months' service. General leave accrued time is to be computed from hiring date anniversary. Members shall not be permitted to take general leave in excess of actual time earned. Effective December 25, 1999, members shall not accrue general leave in excess of six hundred hours (600). Employees may not use their general leave to 99-01 MEO MOU.doc 10 01/12/00 2:59 PM A.ez, Avva—i MEO MOU advance -their separation date on retirement or other separation from employment. General leave must be pre -approved except for illness, injury or family sickness which may require a physician's statement for approval. 3. Receipt of General Leave Pay Upon one (1) week's written notification to the Deputy City Administrator/Administrative Services, an employee represented herein shall be entitled to receive general leave pay, less deductions, in advance, prior to his regularly scheduled annual vacation. Such advancements are limited to one during each calendar year. 4. Conversion to Cash Once during each fiscal year, each employee shall have the option to convert into a cash payment or deferred compensation up to a total of one hundred twenty (120) hours of earned general leave benefits. The employee shall give two (2) weeks advance notice of his/her desire to exercise such option. B. Holidays The following are paid holidays: 1. New Year's Day 2. Martin Luther King Jr., (third Monday in January) 3. Presidents Day (third Monday in February 4. Memorial Day (last Monday in May) 5. Independence Day (July 4) 6. Labor Day (first Monday in September) 7. Veteran's Day (November 11) 8. Thanksgiving Day (fourth Thursday in November) 9. The Friday after Thanksgiving 10. Christmas Day (December 25) 11. Any day declared by the President of the United States to be a national holiday and adopted as an employee holiday by the City Council of Huntington Beach. Holidays which fall on Saturday shall be observed the preceding Friday, and those falling on Sunday shall be observed the following Monday. C. Sick Leave 1. Accrual — No employee shall accrue sick leave after December 24, 1999. 99-01 MEO MOU.doc 11 01/12/00 2:59 PM �4,cS. �ZUvu-9 MEO MOU 2. Credit — Employees hired prior to December 25, 1999 shall be credited with their sick leave accrued as of December 24, 1999. 4 3. Usage — Employees may use accrued sick leave for the same purposes for which it was used prior to December 25, 1999. 4. Family Sick Leave — Sick leave may be used for an absence due to illness of the employee's spouse or child when the employee's presence is required at home, provided that such absences shall be limited to five (5) days per calendar year. 5. Pay Off At Termination a. Employees covered by this agreement and on the payroll on November 20, 1978 shall be entitled to the following sick leave payoff plan: At involuntary termination by reason of disability, or by death, or by retirement, employees shall be compensated at their then current rate of pay for seventy-five percent (75%) of all unused sick leave accumulated as of July 1, 1972, plus fifty percent (50%) of unused sick leave accumulated subsequent to July 1, 1972, up to a maximum of 720 hours of unused, accumulated sick leave, except as provided in paragraph 4 below. Upon termination for any other reason, employees shall be compensated at their then current rate of pay for fifty percent (50%) of all unused, accumulated sick leave, up to a maximum of 720 hours of such accumulated sick leave. b. Employees hired after November 20, 1978 shall be entitled to the following sick leave payoff plan: Upon termination, all employees shall be paid, at their then current salary rate, for twenty-five percent (25%) of unused, earned sick leave to 480 hours accrued, and for thirty-five percent (35%) of all unused, earned sick leave in excess of 480 hours, but not to exceed 720 hours, except as provided in paragraph 4 below. c. Except as provided in paragraph 4 below, no employee shall be paid at termination for more than 720 hours of unused, accumulated sick leave. However, employees may utilize accumulated sick leave on the basis of "last in, first out" meaning that sick leave accumulated in excess of the maximum for payoff may be utilized first for sick leave, as defined in Personnel Rule 18- 8. d. Employees who had unused, accumulated sick leave in excess of 720 hours as of July 5, 1980, shall be compensated for such excess sick leave 99-01 MEO MOU.doc 12 01/12/00 2:59 PM A e.S, .Z v o o- 9 MEO MOU remaining on termination under the formulas described in paragraphs 1 and 2 above. In no event shall any employee be compensated upon termination for any accumulated sick leave in excess of the "cap" established by this paragraph (i.e., 720 hours plus the amount over 720 hours existing on July 5, 1980). Employees may continue to utilize sick leave accrued after that date in excess of such "cap" on a "last in, first out" basis. e. To the extent that any "capped" amount of excess sick leave over 720 hours is utilized, the maximum compensable amount shall be correspondingly reduced. (Example: Employee had 1,000 hours accumulated. Six months after July 5, 1980, employee has accumulated another 48 hours. Employee is then sick for 120 hours. Employee's maximum sick leave "cap" for compensation at termination is now reduced by 72 hours to 928 hours.) f. Employees electing to participate in the City's group health insurance program after retirement may cause the premiums to be paid by the City out of any available funds due and owing them under the terms of this agreement for unused sick leave benefits upon retirement. D. Bereavement Leave Employees shall be entitled to bereavement leave not to exceed three (3) working days in case of death in the immediate family. "Immediate family" is defined as spouse, father, stepfather, mother, stepmother, sisters, brothers, stepsisters, stepbrothers, mother-in-law, father-in-law, children, stepchildren, and grandparents, grandchildren of the employee or spouse. E. Paternity Leave Effective January 1, 2000, fathers may utilize accumulated sick leave in addition to vacation and compensatory time, or take unpaid leave, to care for their newborn or adopted child (or children if more than one is born or adopted at the same time) up to a total of 160 hours annually. 99-01 MEO MOU.doc 13 01/12/00 2:59 PM , e,s. XUU°-9 MEO MOU 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 Examination Procedure a) 5-4 — Order of Certification Whenever certification is to be made, the eligibility lists, if active and not exhausted shall be used in the following order: 1) Re-employment list 2) Promotional list 3) Employment List If fewer than five (5) names of persons willing to accept appointment are on the list from which certification is to be made, then additional eligibles shall be certified from the various lists next lower in order of preference until five (5) names are certified. If there are fewer than five (5) names on such lists, there shall be certified the number thereon. In such case, the appointing authority may demand certification of five (5) names and examinations shall be conducted until five (5) names may be certified. In the event the appointing authority does not choose to appoint from the five (5) names certified, a new examination may be requested. In the event another examination is conducted, those names shall be merged with others already on the list in order of scores. b) 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. 99-01 MEO MOU.doc 14 01/12/00 2:59 PM R-eS• AOoo- ? MEO MOU 2. Rule 7 - Discipline a) 7-2 - Causes for Discipline 12) Possession, use or sale of illegal narcotics or habit-forming drugs, while on -duty or on City property. 14) Conviction of any felony or a misdemeanor with a job nexus. A plea or verdict of guilt, or a conviction following a plea of nolo contendere, is deemed to be a conviction within the meaning of this section. 15) Participating in an unlawful strike, work stoppage, slowdown, or using or attempting to use sick leave to accomplish the same purpose as a strike, work stoppage, or slowdown. 3. Rule 8 - Termination a) 8-1 - Medical Examination. Evaluation of Employee's Work Capacity. Demotion, Transferor Termination of Appointment At any time a department head has reasonable cause to believe that an employee may not be able to perform the duties of his/her position for physical or psychological reasons, such department head shall consult with the Personnel Director regarding such belief. If the Personnel Director concurs, the department head may order the employee to submit to a medical or psychological examination. The employee shall be offered the opportunity, in writing, to select from a panel of three to five physicians or psychologists to conduct the examination. The cost of such examination shall be paid by the City and, to the extent practicable, shall be scheduled during the work hours with no loss of pay. The department head shall review the medical or psychological report and shall consult with the Personnel Director regarding the physician's assessment of the employee's ability to perform the duties of his/her position. Any decision regarding such employee shall be made in accordance with the Americans with Disabilities Act. Notwithstanding any other provision of this rule, an employee being evaluated for medical or psychological fitness to perform the duties of his/her position may apply for another position in the competitive service for which he/she has qualified. If such employee is qualified and can perform the duties of a lower paying vacant position for which he/she has applied, he/she will be placed in such position, without competitive examination, subject to the approval of the department head. 99-01 MEO MOU.doc 15 01/12/00 2:59 PM MEO MOU (The- City and Association agree to meet biannually to discuss the 8-1 process). b) 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. c) 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 re- employed to his/her former position, if vacant, or to a vacant position in the same or 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. 4. Rule 12 — Classification Plan a) 12-10 — Temporary Employees Employment on a basis other than permanent or probationary to a permanently budgeted position not to exceed 1000 hours in any twelve (12) month period. Employees occupying temporary positions shall not be included in the competitive service and shall not be subject to these rules and regulations. 5. Rule 14 — Additional Pay and Pay Adjustments a) 14-6 — Salary Advancements to Meet Recruiting Problems or to Give Credit for Prior Service. Application for Other Advancements The Department Head, through the Personnel Director and with the approval of the City Administrator may make an appointment at any step above the minimum salary rate to classes or positions in order to meet recruiting problems to obtain a person who has extraordinary qualifications, or to give credit for prior city service in connection with appointments, promotions, reinstatements, transfers, reclassifications, or demotions. Salary adjustments within the salary range for the class, other than merit salary adjustments authorized by Section 14-1, may be approved by the City Administrator, upon recommendation of the department head through the Personnel Director. Such recommendation shall include the reason(s) 99-01 MEO MOU.doc 16 01/12/00 2:59 PM Ae& Aaaa-y MEO MOU for the adjustment, whether the advancement is to be permanent or temporary, and an effective date. 6. Rule 18 - Attendance and Leaves a) 18-16 - Industrial Accident Leave In the event a permanent employee, who is a miscellaneous member of the Public Employees' Retirement System (PERS), is temporarily totally disabled as a result of an injury or illness arising out of and in the course of employment and covered by the State of California Workers' Compensation Insurance and Safety Act, resulting light duty assignments due to the injury or illness or absences from work shall be considered Industrial Accident Leave as that term is defined by this rule. A permanent employee eligible for Industrial Accident Leave shall receive compensation from the City in an amount equal to the employee's regular rate of salary during such period of temporary total disability. Benefits received under this rule shall be in lieu of statutory Workers' Compensation benefits. Industrial Accident Leave shall continue during all absences resulting from the injury or illness, including those absences attributable to doctor's appointments, therapy, or other follow-up medical visits, but in no case exceeding one year of accumulated absences attributable to the same injury or illness. In the event an employee is temporarily, totally disabled by coinciding qualifying injuries or illnesses, periods of absences shall be applied concurrently to all qualifying injuries or illnesses. Industrial Accident Leave compensation shall begin on the first day an eligible employee is absent due to a qualifying injury or illness as defined above. Industrial accident Leave compensation will terminate on the earliest of the following: 1) The date upon which the injury or illness giving rise to eligibility for compensation under this rule is declared permanent and stationary by a treating or examining physician; or 2) The date PERS approves an application for disability retirement benefits filed by the employee or by the City; or 3) The employee receives thirty (30) days advance notice and refuses to submit to a medical examination ordered by PERS pursuant to Government Section 21154 or otherwise refuses to cooperate with PERS in determining whether the employee is incapacitated for the performance of duty; or 99-01 MEO MOU.doc 17 01/12/00 2:59 PM '416'S, .2 oo-- MEO MOU 4) The employee receiving Industrial Accident Leave Compensation applies for service -connected retirement benefits; or 5) The employment of the affected employee is otherwise separated. If an injured worker remains temporarily disabled after receiving one year of Industrial Accident Leave for accumulated absences or light duty work attributable to the same injury or illness, the employee will receive temporary total disability benefits as specified by the State of California Workers' Compensation Insurance and Safety Act. Any period of time during which an employee is absent from work by reason of injury or illness for which he or she is entitled to receive Industrial Accident Leave compensation will not constitute a break in continuous service for the purposes of salary adjustments, sick leave, vacation accruals, and length of service computation. In the event an employee who is receiving or has received Industrial Accident Leave compensation makes a claim or initiates legal action against a third party for allegedly causing or contributing to the injury or illness resulting in the inability to work, the employee is required to notify in writing the City's Risk Management Division of the claim or commencement of such action within ten (10) days of the claim or such commencement. The City retains its rights of subrogation in all such instances. 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 employees 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 Pay 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. 99-01 MEO MOU.doc 18 01/12/00 2:59 PM , , a uao-9 MEO MOU 7. Rule 19 - Grievance Procedure Non -Disciplinary Matters a) 19-5 Grievance Procedure 1) 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 filed with the Personnel Director who shall act as hearing officer and shall set the matter for hearing within fifteen (15) days thereafter and shall cause notice 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. 2) Step 5 - Personnel Board Hearing 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. 99-01 MEO MOU.doc 19 01/12/00 2:59 PM , .e s, .z v ao -p IN1 Mi7l"G I 8. Rule 20 — Reviver PFeGed lFeS ;R Disciplinary Ma#efs Procedure and Appeal a) 20-1 — Purpose The purpose of this rule is to provide a procedure for recommending and imposing discipline against City employees, and a means by which an employees may administratively appeal any such disciplinary action. b) 20-2 — Disciplinary Procedures 1) Notice of Proposed Adverse Action For disciplinary demotions, suspensions or dismissals, an employee shall be g4e44 served a written Notice of Proposed Adverse Action by the employee's department head, or his/her designee, or by certified mail, prior to the proposed disciplinary action taking effect. The notice shall state the reasons for and charges upon which the proposed action is based, and the effective date of the action the right to respond and the employer's right to representation. A copy of all materials upon which the proposed action is based shall be attached to the notice. 2) Employee's Right to Respond The employee shall be given a minimum of ten (10) calendar days to respond orally and/or in writing to the charges upon which the proposed action is based. The employee's response shall be made to and/or before his/her department head. 3) Time Off The employee shall be given reasonable time off with pay to attend disciplinary meetings. 4) Final Notice of Decision After an employee has responded to or waived his/her right to respond to the proposed adverse action, the employee shall be served with a final Notice of Decision from his/her department head. The final written Notice of Decision shall state whether or not the proposed action shall be taken or modified, and the reasons therefore and effective date or the action. 99-01 MEO MOU.doc 20 01/12/00 2:59 PM Ae's, Aaoo-9 MEO MOU c) 20-3—Appeal to Personnel Commission Disciplinary action involving the termination, suspension, demotion or other reduction in pay may be appealed to the Personnel Commission for de novo hearing and final determination in accordance with the following procedure: 1) Request for Appeal Within five (5) days after the employee's receipt of a final Notice of Discipline, a written request for an appeal to the Personnel Commission shall be submitted to the Personnel Director. 2) Hearin As soon as practicable thereafter, the Personnel Director shall set the matter for hearing before a hearing officer. The hearing officer shall hear the case without the Board and shall make recommended findings, conclusions and decision in the form of a written report and recommendation to the Board. 3) Final Decision The Board shall consider the written report and recommendations of the hearing officer and after due deliberation in executive session, shall render a decision in the matter which shall be final and binding on all parties, and from which there shall be no further appeal. d) 20-4 — Supplemental Hearing by Personnel Board 1) The Board may, in its sole discretion, after it has received the written report and recommendation of the hearing officer, set the matter for private hearing for the purpose of receiving additional evidence or argument. In the event the Board sets a private hearing for such purposes, the Personnel Director shall give written notice to all parties concerned in such matter. 2) The Board, following a consideration of the hearing officer's written report and recommendation and deliberation thereon and any supplemental hearing before the Board, shall make findings, conclusions and decisions which shall be final and binding on all parties and from which there shall be no further appeal. e) 20-5 — Employee Status on Pending Appeal Notwithstanding the provisions of Rule 7, Section 7-4 (Suspension with Pay), the disciplinary action shall be effective pending an appeal to the Personnel Commission. 99-01 MEO MOU.doc 21 01/12/00 2:59 PM X-ea, -Ad 'o- 9 MEO MOU 9. Rule 21 — Grievance Procedures - General a) 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) 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. c) 21-13, Time Extension, Grievances The City and the employee, or employee organization may, by mutual consent, extend the time periods within which an act must occur in the processing of grievances. 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 changed to the Employer -Employee Relations Resolution is as follows: 99-01 MEO MOU.doc 22 01/12/00 2:59 PM xe's, 'goo" - 3� 7-3. _ Personnel Direction 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; 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 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 1. Part 1 — Layoff Procedure a) General Provisions 99-01 MEO MOU.doc 23 01/12/00 2:59 PM A -es, Aovo-f MEO MOU 1) 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. 2) 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. 3) A department shall reduce staff by identifying which positions within the department are to be eliminated. 4) 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. 5) If a deadline within this procedure falls on a day that City Hall is closed, the deadline shall be the next day City Hall is open. b. Service Credit 1) 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. 2) Except as required by law, leaves of absence without pay shall not earn service credit. 3) 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. c. Transfer or Reduction to Vacancies in Lieu of Layoff 99-01 MEO MOU.doc 24 01/12/00 2:59 PM �Q.C,s, a uoo — 9 MEO MOU 1) 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: a) The employee has the necessary qualifications to perform the duties of the position. b) 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. c) 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. 2) 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. 3) 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, Service Credit. 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. 2. Order of Layoff a) Prior to implementing a layoff, vacant positions that are authorized to be filled shall be identified by Citywide 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, nonpermanent 99-01 MEO MOU.doc 25 01/12/00 2:59 PM Aes, Aejoo-9 MEO MOU part-time and non -promotional probationary employees in the class are laid off. Permanent employees whose positions have been eliminated may exercise citywide 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. 3. 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. 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 99-01 MEO MOU.doc 26 01/12/00 2:59 PM MEO MOU 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. 4. Part 2 — Bumping Rights a) Voluntary Reduction or Bumping in Lieu of Layoff 1) 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. 2) 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. 3) 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. b) Reinstatement/Re-employment 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 tile reinstatement/re-employment list pursuant to Part 3, Re-employment. 99-01 MEO MOU.doc 27 01/12/00 2:59 PM ge5, .2 vav-9 MEO MOU c) 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. d) Qualifications Appeal Hearing 1) 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 tile 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) workdays 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. 2) Appeal hearings shall be limited to two (2) hours, except as otherwise agreed by the parties or directed by the hearing officer. 3) 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 5. Part 3 — Re-employment a) Re-employment 1) 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. 99-01 MEO MOU.doc 28 01/12/00 2:59 PM keS. 2000 —? MEO MOU 2) Names of persons placed on the reemployment lists shall remain on the list for two (2) years from the date of layoff or reduction. 3) Vacancies shall be filled from the reemployment list for a class, starting at tile top of the list, providing that the person meets the necessary qualifications for tile position. 4) 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 re-employment lists. 5) Re-employment lists shall be available to HBMEA and affected employees upon reasonable request, 6) Qualification appeals involving reemployment rights shall be resolved in the same manner as that identified in Part 2., Section 4. b) Status on Re-employment 1) Persons re-employed from layoff within a two (2) year period from the date of layoff shall receive the following considerations and benefits: a) Service credit held upon layoff shall be restored, but no credit shall be added for the period of layoff. b) Prior service credit shall be counted toward sick leave and vacation accruals. c) 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. d) 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. e) 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. 99-01 MEO MOU.doc 29 01/12/00 2:59 PM X.ej. A 000-9 MEO MOU f) The probationary status of the employee shall resume if incomplete. 2) Employees who have been reduced in class 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. Physical Examination Employees covered by this agreement shall be provided, once every two years, with a city paid physical examination. Said exam shall be comprehensive in nature and shall include: 1. A complete medical history, physical exam, laboratory testing and review of results by a physician. (See Exhibit G, Physical Exam Description.) 2. A stress EKG will be provided for employees forty (40) years of age or older. No more than one-half of the eligible employees shall receive examinations in any one fiscal year. B. Vehicle Policy 1. The auto allowance for qualifying employees shall be $350 per month. 2. No unit employee shall have their automobile allowance eliminated until the City's Fleet Management Policy is re -negotiated. 3. Eligibility for automobile allowance shall be determined in accordance with the City's Fleet Management Program dated August, 1999. C. Deferred Compensation Loan Program Effective January 1, 2000, employees may begin utilizing this program, under which employees may borrow up to 50% of their deferred compensation funds for critical needs such as medical costs, college tuition, or purchase of a home. 99-01 MEO MOU.doc 30 01/12/00 2:59 PM MEO MOU - ARTICLE XV - CITY COUNCIL APPROVAL It is the understanding of the City and the Association that this Memorandum of Understanding is of no force or effect unless and until 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 18th day of January , 2000. CITY OF HUNTINGTON BEACH A Municipal Corporation By: ,� , Ra ilver City Administrator By: d14-. hn P. Reekstin Administrative Services Director By: � 011), � William H. Osness Personnel Director APPROVED AS TO FORM By: Gail Hutton City Attorney HUNTINGTON BEACH MANAGEMENT EMPLOYEES ORGANIZATION By- � A Michael Mudd, MEO President Colleen Keith Paul Crost MEO Negotiator 99-01 MEO MOU draft 31 01/11/00 1:53 PM ,4Y<S. 9 uvd - f MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 0226 Accountant, Principal 514 4905 5176 5460 5760 6077 Administrative Analyst, Principal 526 5210 5496 5798 6117 6453 7249 Administrative Analyst, Senior 507 4739 4999 5275 5564 5871 1229 Assistant City Attorney 596 7387 7793 8221 8674 9150 2206 Assistant City Clerk 455 3657 3858 4070 4293 4529 0210 City Engineer 599 7498 7911 8346 8805 9289 1209 Civil Engineer, Associate 524 5157 5441 5741 6056 6389 1260 Civil Engineer, Principal 543 5671 5983 6313 6659 7025 1255 Claims Supervisor 517 4980 5254 5543 5848 6171 1262 Construction Manager 531 5342 5635 5945 6273 6618 1203 Community Services Manager 512 4857 5124 5406 5704 6018 1245 Contract Administrator 507 4739 4999 5275 5564 5871 1210 Criminalist, Chief 549 5843 6164 6503 6861 7238 0265 Criminalist, Supervisor 521 5084 5363 5658 5968 6295 1235 Deputy Attorney 1 512 4857 5124 5406 5704 6018 1233 Deputy Attorney II 549 5843 6164 6503 6861 7238 1230 Deputy Attorney III 577 6722 7091 7481 7892 8325 1208 Deputy City Engineer 571 6523 6881 7259 7658 8079 1250 Deputy City Treasurer 555 6020 6351 6699 7069 7457 0241 Deputy Director, Public Works 599 7498 7911 8346 8805 9289 0223 Deputy Director, Rec. Beach Development 577 6722 7091 7481 7892 8325 0249 Economic Development Project Manager 530 5314 5607 5916 6242 6585 0246 Economic Develop Project Mgr., Assistant 499 4553 4803 5067 5346 5640 0290 Finance Officer 575 6653 7018 7405 7812 8242 2203 Fire Medical Coordinator 507 4739 4999 5275 5564 5871 2201 Fire Protection Analyst 507 4739 4999 5275 5564 5871 3636 Geographic Information Systems Manager 524 5157 5441 5741 6056 6389 0205 Housing & Redevelopment Manager 550 5872 6195 6536 6895 7275 Information Systems Analyst IV 519 5032 5309 5600 5909 6233 Information Systems Analyst V 538 5531 5836 6157 6495 6852 Information Systems Analyst, Principal 547 5782 6101 6438 6791 7166 0247 Information Systems Manager 575 6653 7018 7405 7812 8242 1205 Information Systems Manager, Police 556 6049 6382 6734 7105 7495 1216 Inspection Manager 543 5671 5983 6313-1 6659 7025 1212 Inspector, Electrical Principal 496 4488 4734 4994 1 5268 5557 99-01 MEO MOU draft 32 01/12/00 2:59 PM g.e.s, A o uo - 9 MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 1217 Inspector, Plumbing/Mechanical Principal 496 4488 4734 4994 5268 5557 1214 Inspector, Plumbing/Mechanical Chief 486 4267 4501 4749 5011 5287 5210 Investigator 479 4118 4345 4585 4838 5105 3210 Landscape Architect 507 4739 4999 5275 5564 5871 1258 Law Office Manager T 483 4205 4436 4680 4937 5209 Law Office Manager 452 3602 3799 4009 4229 4462 1218 Librarian, Senior 470 3940 4157 4385 4626 4881 1204 Library Services Manager 528 5262 5552 5857 6179 6519 0230 Maintenance Operations Manager 553 5959 6287 6633 6999 7384 0233 Marine Safety Division Chief 549 5843 6164 6503 6861 7238 1263 Permit and Plan Check Manager 552 5931 6257 6602 6965 7348 1266 Plan Checker Building, Senior 524 5157 5441 5741 6056 6389 1211 Planner, Associate 499 4553 4803 5067 5346 5640 1214 Planner, Principal 550 5872 6195 6536 6895 7275 0243 Planner, Senior 530 5314 5607 5916 6242 6585 0203 Police Communications Manager 510 4810 5075 5354 5649 5959 1239 Purchasing and Central Services Manager 516 4956 5228 5515 5819 6139 0262 Real Estate Services Manager 558 6110 6446 6802 7176 7571 1256 Real Property Agent 530 5314 5607 5916 6242 6585 1257 Records Administrator, Police 510 4810 5075 5354 5649 5959 0286 Risk Manager 558 6110 6446 6802 7176 7571 0257 Superintendent, Parks/Trees/Landscape 545 5727 6042 6375 6725 7095 0260 Superintendent, Recreation/Human Svcs 549 5803 6162 6503 6861 7238 0264 Supervisor, Beach Operations 509 4787 5051 5328 5621 5930 0272 Supervisor, Building Maintenance 509 4787 5051 5328 5621 5930 1213 Supervisor, Combination/Structural lnspec. 515 4931 5202 5488 5789 6108 0273 Supervisor, Mechanical Maintenance 509 4787 5051 5328 5621 :::5930 2283 Supervisor, Parking and Camping Facilities 496 4488 4734 4994 5268 5557 99-01 MEO MOU.doc 33 01/12/00 2:59 PM /l-eS, .zvoo-y MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 0274 Supervisor, Parks Maintenance 509 4787 5051 5328 5621 5930 0266 Supervisor, Recreation, Senior 496 4488 4734 4994 5268 5557 0275 Supervisor, Street/Sewer Maintenance 509 4787 5051 5328 5621 5930 0277 Supervisor, St Tree Lndscp/Pest Control 509 4787 5051 5328 5621 5930 1237 Supervisor, Systems and Programming 547 5782 6101 6438 6791 7166 0279 Supervisor, Water Distribution 509 4787 5051 5328 5621 5930 0280 Supervisor, Water Production 509 4787 5051 5328 5621 5930 Systems Analyst 500 4576 4827 5091 5373 5668 0238 Transportation Manager 568 6425 6779 7152 7545 7959 0239 Traffic Engineer, Associate 525 5184 5469 5769 6086 6420 0258 Water Operations Manager 573 6587 6949 7330 7734 8159 99-01 MEO MOU.doc 34 01/12/00 2:59 PM A ej, .Z u vo - 9 MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 0226 Accountant, Principal 520 5058 5335 5628 5938 6264 Administrative Analyst, Principal 532 5368 5663 5975 6304 6651 7249 Administrative Analyst, Senior 513 4883 5151 5434 5732 6048 1229 Assistant City Attorney 602 7611 8029 8471 8937 9429 2206 Assistant City Clerk 501 4599 4852 5119 5399 5696 0210 City Engineer 605 7724 8148 8597 9071 9570 1209 Civil Engineer, Associate 530 5314 5607 5916 6242 6585 1260 Civil Engineer, Principal 549 5843 6164 6503 6861 7238 1255 Claims Supervisor 523 5132 5415 5713 6027 6358 1262 Construction Manager 537 5503 5807 6126 6462 6817 1203 Community Services Manager 518 5004 5280 5571 5878 6202 1245 Contract Administrator 513 4883 5151 5434 5732 6048 1210 Criminalist, Chief, 555 6020 6351 6699 7069 7457 0265 Criminalist, Supervisor 527 5236 5524 5827 6148 6486 1235 Deputy Attorney 1 518 5004 5280 5571 5878 6202 1233 Deputy Attorney II 555 6020 6351 6699 7069 7457 1230 Deputy Attorney III 583 6921 7303 7705 8129 8577 1208 Deputy City Engineer 577 6722 7091 7481 7892 8325 1250 Deputy City Treasurer 561 6204 6545 6906 7285 7686 0241 Deputy Director, Public Works 605 7724 8148 8597 9071 9570 0223 Deputy Director, Rec. Beach Development 583 6921 7303 7705 8129 8577 0249 Economic Development Project Manager 536 5476 5777 6094 6429 6783 0246 Economic Develop Project Mgr., Assistant 505 4690 4949 5221 5509 5812 0290 Finance Officer 581 6855 7233 7630 8050 8492 2203 Fire Medical Coordinator 513 4883 5151 5434 5732 6048 2201 Fire Protection Analyst 513 4883 5151 5434 5732 6048 3636 Geographic Information Systems Manager 530 5314 5607 5916 6242 6585 0205 Housing & Redevelopment Manager 556 6049 6382 6734 7105 7495 Information Systems Analyst IV 525 5184 5469 5769 6086 6420 Information Systems Analyst V 544 5699 6013 6344 6692 7060 Information Systems Analyst, Principal 553 5959 6287 6633 6999 7384 0247 Information Systems Manager 581 6855 7233 7630 8050 8492 1205 Information Systems Manager, Police 562 6235 6578 6940 7322 7724 1216 Inspection Manager 549 5843 6164 6503 6861 7238 1212 linspector, Electrical Principal 502 4619 4874 1 5143 1 5425 5723 99-01 MEO MOU draft 35 01/12/00 2:59 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 1217 Inspector, Plumbing/Mechanical Principal 502 4619 4874 5143 5425 5723 1214 Inspector, Plumbing/Mechanical Chief 492 4396 4638 4893 5162 5446 5210 Investigator 485 4247 4481 4727 4987 5261 3210 Landscape Architect 513 4883 5151 5434 5732 6048 1258 Law Office Manager T 489 4332 4569 4820 5086 5365 Law Office Manager 458 3226 3403 3590 3787 3995 1218 Librarian, Senior 476 4058 4281 4517 4765 5027 1204 Library Services Manager 534 5482 5720 6035 6367 6717 0230 Maintenance Operations Manager 559 6141 6479 6836 7212 7609 0233 Marine Safety Division Chief 555 6020 6351 6699 7069 7457 1263 Permit and Plan Check Manager 558 6110 6446 6802 7176 7571 1266 Plan Checker Building, Senior 530 5314 5607 5916 6242 6585 1211 Planner, Associate 505 4690 4949 5221 5509 5812 1214 Planner, Principal 556 6050 6382 6734 7105 7495 0243 Planner, Senior 536 5476 5777 6094 6429 6783 0203 Police Communications Manager 516 4956 5228 5515 5819 6139 1239 Purchasing and Central Services Manager 522 5108 5389 5685 5997 6326 0262 Real Estate Services Manager 564 6295 6642 7008 7393 7800. 1256 Real Property Agent 536 5476 5777 6094 6429 6783 1257 Records Administrator, Police 516 4956 5228 5515 5819 6139 0286 Risk Manager 564 6295 6642 7008 7393 7800 0257 Superintendent, Parks/Trees/Landscape 551 5902 6226 6569 6930 7311 0260 Superintendent, Recreation/Human Svcs 555 6020 6351 6699 7069 7457 0264 Supervisor, Beach Operations 515 4931 5202 5488 5789 6108 0272 Supervisor, Building Maintenance 515 4931 5202 5488 5789 6108 1213 Supervisor, Combination/Structural Inspec. 521 5084 5363 5658 5968 6295 0273 Supervisor, Mechanical Maintenance 515 4931 5202 5488 5789 6108 2283 Supervisor, Parking and Camping Facilities 502 4619 4874 5143 5425 5723 0274 Supervisor, Parks Maintenance 515 4931 5202 5488 5789 6108 0266 Supervisor, Recreation, Senior 502 4619 4874 5143 5425 5723 0275 Supervisor, Street/Sewer Maintenance 515 4931 0 5202 5488 5789 6108 0277 Supervisor, St Tree Lndscp/Pest Control 515 4931 5202 5488 5789 6108 99-01 MEO MOU.doc 36 01/12/00 2:59 PM ke.5, AO-wo—y MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 1237 Supervisor, Systems and Programming 553 5959 6287 6633 6999 7384 0279 Supervisor, Water Distribution 515 4931 5202 5488 5789 6108 0280 Supervisor, Water Production 515 4931 5202 5488 5789 6108 Systems Analyst 506 4713 4973 5247 5536 5841 0238 ransportation Manager 574 6618 6982 7367 7772 8200 0239 Traffic Engineer, Associate 531 5342 5635 5945 6273 6618 0258 Water Operations Manager. 579 6788 7160 7554 7970 8408 99-01 MEO MOU.doc 37 01/12/00 2:59 PM gzf5, ,,Zuuu-9 MEO MOU EXHIBIT B DELTA DENTAL PLAN BROCHURE A copy of the Delta Dental Plan Brochure may be obtained from the Personnel Division 99-01 MEO MOU.doc 38 01/12/00 2:59 PM /Z,ej 200C) - y MEO MOU EXHIBIT C DELTA DENTAL CARE PLAN BROCHURE A copy of the Delta Care Plan Brochure may be obtained from the Personnel Division 99-01 MEO MOU.doc 39 01/12/00 2:59 PM A-eJ, AOUO-$? MEO MOU EXHIBIT D EMPLOYEE HEALTH PLAN BROCHURE A copy of the Employee Health Plan Brochure may be obtained from the Insurance and Benefits Division 99-01 MEO MOU.doc 40 01/12/00 2:59 PM MEO MOU EXHIBIT E 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 retiree's eligibility to receive further benefits will cease. 2. 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 99-01 MEO MOU.doc 41 01/12/00 2:59 PM A'e's. Avoo-9 MEO MOU 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. SCHEDULE OF BENEFITS A. Minimum Eligibility for Benefits - With the exception of an industrial disability retirement, eligibility for benefits begin 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. B. 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. C. Maximum Monthly Subsidy Payments - 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: 99-01 MEO MOU.doc 42 01/12/00 2:59 PM MEO MOU X.ej' ;7" 000-9 Maximum Monthly Payment for Retirements After: Years of Service 10 11 12 13 14 15 16 17 18 19 20 21 22 ;23 24 25 26 27 28 10/1 /92 $ 121 136 151 166 181 196 211 226 241 256 271 286 300 315 330 344 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. 99-01 MEO MOU.doc 43 01/12/00 2:59 PM A-eff, Aono--? MEO MOU INDEMNITY HEALTH PLAN, EMPLOYEES/RETIREES' YEAR 2000 City Plan - Employees Non -Subsidized Retirees City Plan - Subsidized Benefitsl COBRA -eligibles Retirees Deductible per person $150 $200 Deductible per family $450 $500 Maximum Out of Pocket $2000 per person $1500 per person $4000 per family $3000 per family Note: Retirees who elect to participate in HealthNet or Pacificare shall be entitled to benefits of the program chosen. This summary lists only those benefit 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. 99-01 MEO MOU draft 44 01/12/00 2:59 PM A -es, A 0v0-9 MEO MOU RETIREE SUBSIDY MEDICAL PLAN/MISCELLANEOUS PROVISIONS A. Eligibility: 1. The effective start-up date of the Retiree Subsidy Medical Plan for the various employee groups shall be the first of the month following retirement date. 2. A retiree may change plans, add dependents, etc., during annual open enrollment. Personnel shall notify covered retirees of this opportunity each year. 3. Years of service computed for the Retiree Subsidy Medical Plan are actual years of completed service with the City of Huntington Beach. 4. When a retiree is eligible for medical plan coverage at the expense of another employer due to post -retirement employment of the retiree or spouse of the retiree, the retiree and his/her spouse must take that coverage regardless of benefit level and shall be deleted from any City Plan coverage. Exceptions to this requirement are limited to the following: a. A retiree is not required to enroll in such "other" medical plan coverage if there is significant disparity between the benefits provided by the "other' medical plan and the Retiree Subsidy Medical Plan as defined below. "Significant disparity" means coverage available under the "other' medical plan is restrictive or limited in one or more of the following ways: 1) No in -patient hospitalization coverage. 2) No major medical benefits 3) Annual deductible is $1,000 or greater per person. 4) Major medical benefits are paid at 60% or less of covered expenses. b. The Risk Manager will have the authority to provide additional exceptions following review of the "other' medical plan policy. Exceptions will be made only if the "other' medical plan benefit provisions are comparable to the guidelines under B above. 99-01 MEO MOU draft 45 01/12/00 2:59 PM ►; •Fir, • AeS,�Zat) a--i c. Miscellaneous Provisions.- 1 Benefits provided under the Retiree Subsidy Medical Plan will be coordinated with the "other" medical plan as the primary carrier. 2. The City shall have the right to require any retiree to provide a copy of the "other" medical plan policy for review by the Risk Manager. 5. When a retiree becomes eligible for the other group coverage and then becomes no longer eligible, he/she may have the subsidy reinstated_ and regain Retiree Subsidy Medical Plan coverage. 6. Dependents of a retiree may follow him/her into the Retiree Subsidy Medical Plan or they may choose to exercise COBRA rights along with the retiree. 7. When a retiree becomes 65 and has eligible dependents under 65, said dependents are eligible to exercise COBRA rights. 8. When a retiree is under 65 and his/her spouse is over 65, the spouse is not covered. B. Benefits: 1. Retiree Subsidy Medical Plan includes Managed Health Network (MHN), Prescription Card System (PCS), Orange County Preferred Provider Organization (OCPPO) and Medical Stop Loss insurance. 2. City Plans are the primary payer for active employees age 65 and over, with Medicare the secondary payer. Retirees age 65 and over have no City Plan options and are eligible only for Medicare. 3. Premium payments are to be received at least one month in advance of the coverage period. C. Subsidies: 1. The subsidy payments will pay for: a. Retiree Subsidy Medical Plan. b. HealthNet. c. Pacificare. 99-01 MEO MOU.doc 46 01/12/00 2:59 PM ' S, MEO MOU d. Part A of Medicare for those retirees not eligible for paid Part A. 2. Subsidy payments will not pay for: a. Part B Medicare. b. Regular City Employee Indemnity Plan. c. Any other employee benefit plan. d. Any other commercially available benefit plan. e. Medicare supplements 3. Employees who retire on or after the following dates shall be eligible for the subsidy based on years of completed service with the City. October 1, 1987: MEO, MEA, POA, MSOA, FA and PMA. July 1, 1988: Non -Represented. Retirees who retire prior to the above dates are not eligible for any subsidy benefit. D. Medicare: 1. All persons are eligible for Medicare coverage at age 65. Those with sufficient credit quarters of Social Security will receive Part A of Medicare at no cost. Those without sufficient credited quarters are still eligible for Medicare at age 65, but will have to pay for Part A of Medicare if the individual elects to take Medicare. In all cases, Part B of Medicare is paid for by the participant. 2. When a retiree and his/her spouse are both 65 or over, and neither is eligible for paid Part A of Medicare, the subsidy shall pay for Part A for each of them or the maximum subsidy, whichever is less. 3. When a retiree at age 65 is eligible for paid Part A of Medicare and his/her spouse is not eligible for paid Part A, the spouse shall not receive subsidy. When a retiree at age 65 is not eligible for paid Part A of Medicare and his/her spouse who is also age 65 is eligible for paid Part A of Medicare, the subsidy shall be for the retiree's Part A only. E. Cancellation: 99-01 MEO MOU.doc 47 01/12/00 2:59 PM A.eS. 7,000 _ 9 MEO MOU 1. For retirees/dependents eligible for paid Part A of Medicare, the following cancellation provisions apply: a. Coverage for a retiree under the Retiree Subsidy Medical Plan will be eliminated on the first day of the month in which the retiree reaches age 65. If such retiree was covering dependents under the Plan, dependents will be eligible for COBRA continuation benefits effective as of the retiree's 65th birthday. b. Dependent coverage will be eliminated upon whichever of the following occasions comes first: 1) After 36 months of COBRA continuation coverage, or 2) When the covered dependent reaches age 65 in the event such dependent reaches age 65 prior to the retiree reaching age 65. c. At age 65 retirees are eligible to make application for Medicare. Upon being considered "eligible to make application", whether or not application has been made for Medicare, the Retiree Subsidy Medical Plan will be eliminated. 2. See provisions under "Benefits", "Subsidies", and "Medicare" for those retirees/dependents not eligible for paid Part A of Medicare. 3. Retiree Subsidy Medical Plan and COBRA participants shall be notified of non-payment of premium by means of a certified letter from Personnel in accordance with provisions of the Memorandums of Understanding. 4. A retiree who fails to pay premiums due for coverage and is in arrears for sixty (60) days shall be terminated from the Plan and shall not have reinstatement rights. 99-01 MEO MOU.doc 48 01/12/00 2:59 PM MEO MOU EXHIBIT F VEHICLE USE ASSIGNMENT ADMINISTRATIVE REGULATION See Administrative Regulations Pages Following this Exhibit Header Page 99-01 MEO MOU.doc 49 01/12/00 2:59 PM ,1 es, 7 000- � MEO MOU EXHIBIT G PHYSICAL EXAMINATION DESCRIPTION I. Complete Health History II. Complete Physical Examination by Physician III. Computer Printout: A. Physiological Tests: 1. Temperature 2. Height 3. Weight 4. Vision 5. Audiometry (Hearing Screening) 6. Blood Pressure 7. Pulse 8. Chest X-Ray 9. EKG 10. History 11. Tonometry (Glaucoma) for patients 35 and over. 12. Spirometry (Breathing) B. Laboratory Tests: 1. Blood Chemistry Screening Tests: SGPT Triglycerides SGOT Glucose Fasting LDH BUN Alk. Phosphatase Creatinine Total Bilirubin Uric Acid Total Protein Calcium Albumin -Serum Inorganic Phosphate Globulin Sodium Cholesterol Postassium 2. Complete Blood Count 3. Urinalysis 4. Stool Test for Blood 5. RPR 6. Pap Smear on Females 7. HDL IV. Examination Findings: A. Consultation with Physician B. Written Report of Findings 99-01 MEO MOU.doc 50 01/12/00 2:59 PM Res. No. 2000-9 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 18th day of January, 2000 by the following vote: AYES: Julien, Harman, Garofalo, Green, Dettloff, Bauer NOES: Sullivan ABSENT: None ABSTAIN: None 4w-, owe4� City Clerk and ex-offic' Clerk of the City Council of the City of Huntington Beach, California ATTACHMENT #4 ME® M®U TABLE OF CONTENTS PREAMBLE.................................................................................................................................................................................. I ARTICLEI - TERM OF MOU................................................................................................................................................... I ARTICLE II - REPRESENTATIONAL UNIT/CLASSIFICATIONS.................................................................................... I ARTICLE III - ARTICLE NUMBER RESERVED..................................................................................................................2 ARTICLE IV - EXISTING CONDITIONS OF EMPLOYMENT...........................................................................................2 v' ARTICLEV - SEVERABILITY.................................................................................................................................................3 ARTICLEVI - SALARY SCHEDULE......................................................................................................................................3 ARTICLEVII - SPECIAL PAY..................................................................................................................................................3 A. EDUCATIONAL TUITION.................................................................................................................................................... 3 B. CERTIFICATION/SKILL PAY...............................................................................................................................................4 ARTICLEVIII - UNIFORMS.....................................................................................................................................................4 ARTICLE IX - HOURS OF WORK/OVERTIME/ADMINISTRATIVE LEAVE.................................................................4 A. OVERTIME......................................................................................................................................................................... 4 B. ADMINISTRATIVE LEAVE.................................................................................................................................................. 4 Q111PR IME-1444 F aUF VO C-WP42c....................................................... 5 0 ..................................................................................................................................................................5 ARTICLE X - HEALTH AND OTHER INSURANCE BENEFITS........................................................................................5 A. HEALTH............................................................................................................................................................................ 5 1. Medical........................................................................................................................................................................5 2. Dental..........................................................................................................................................................................6 3. O tical......................................................................................................................................................................... 6 B. ELIGIBILITY CRITERIA AND COST..................................................................................................................................... 6 1. City Paid Medical and Dental Insurance - Dependents.............................................................................................. 6 2. Ci 's Contribution to Health Insurance Premiums.................................................................................................... 7 13- a. Employees Hired Prior to August 17, 1998............................................................................................................................... 7 e- b. Emplovees Hired On or After August 17. 1998........................................................................................................................ 7 C. YEAR 2001 PREMIUMS \F C \L...................................................................................................................................... 8 D. MEDICAL CASH -OUT \F C \L........................................................................................................................................ 8 3. SECTION 125 PLAN \F C\L.............................................................................................................................................8 C. LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT.................................................................................................... 8 D. LONG TERM DISABILITY INSURANCE......................................................................................................................:......... 8 E. MISCELLANEOUS..............................................................................................................................................................9 1. City Paid Premiums While On Medical Disability...................................................................................................... 9 2. Insuance Benefits Advisory Committee........................................................................................................................ 9 3. Health Plan Over-Payments........................................................................................................................................ 9 a. Reduction of Employee's Bi-Monthly Salary Warrant................................................................................................................... 9 b. Notice of Ineligible Dependents..................................................................................................................................................... 9 C. Twelve Month Recovery Period................................................................................................................................................... 10 4. Federal Health Plan..................................................................................................................................................10 ARTICLE XI - RETIREMENT BENEFITS............................................................................................................................10 99-01 MEO MOU draft.doc i 01/12/00 3:19 PM MEO . O TABLE OF CONTENTS A. BENEFITS........................................................................................................................................................................ 10 1. Self Funded Supplemental Retirement Beneft..........................................................................................................10 2. Medical Insurance for Retirees................................................................................................................................. I I a. Medical Insurance Upon Retirement............................................................................................................................................ 11 b. Premiums Paid Upon Retirement By Use of Unused Sick Leave Benefits................................................................................... I 1 B. PUBLIC EMPLOYEES' RETIREMENT SYSTEM REIMBURSEMENT AND REPORTING............................................................ I I 1. Employee's Contribution...........................................................................................................................................11 2. Rollover.....................................................................................................................................................................11 3. Two Percent at AQe 55 Formula................................................................................................................................11 4. PUBLIC EMPLOYEES' RETIREMENT SYSTEM LEVEL 3 SURVIVORS BENEFITS............................................................. 12 ARTICLEXII - LEAVE BENEFITS........................................................................................................................................12 A. GENERAL LEAVE............................................................................................................................................................. 12 1. Accrual......................................................................................................................................................................12 1. Eligibility and Approval............................................................................................................................................12 A7 V AC, ==�A===rnN....................................................................................................................................................................... 13 4- ........................................................................................................................................................ 13 3. 4i:'-ir,:r:, , , a D ,.u.; ..........................................................................................................................................13 .............................................................................................................................................13 3. Receipt of General Leave Pay...................................................................................................................................13 4. Conversion to Cash...................................................................................................................................................13 B. HOLIDAYS....................................................................................................................................................................... 14 C. SICK LEAVE.................................................................................................................................................................... 14 D. BEREAVEMENT LEAVE.................................................................................................................................................... 15 E. PATERNITY LEAVE........................................................................................................................................................ 16 ARTICLEXIII - CITY RULES................................................................................................................................................16 ARTICLE XIV - MISCELLANEOUS......................................................................................................................................35 A. PHYSICAL EXAMINATION................................................................................................................................................35 B. VEHICLE POLICY.............................................................................................................................................................36 C. DEFERRED COMPENSATION LOAN PROGRAM................................................................................................................. 36 ARTICLE XV - CITY COUNCIL APPROVAL.....................................................................................................................37 EXHIBIT A - MEO SALARY SCHEDULE.............................................................................................................................38 EXHIBIT B - DELTA DENTAL BROCHURE........................................................................................................................ 44 EXHIBIT C - DELTA CARE PLAN BROCHURE................................................................................................................. 45 EXHIBIT D - EMPLOYEE HEALTH PLAN BROCHURE..................................................................................................46 EXHIBIT E - RETIREE MEDICAL PLAN....................................................................................................................I........47 RETIREE SUBSIDY MEDICAL PLAN.................................................................................................................................. 47 SCHEDULEOF BENEFITS.....................................................................................................................................................48 A. Minimum Eligibility for Benefits............................................................................................................................... 48 B. Disability Retirees..................................................................................................................................................... 48 C. Maximum Monthly Subsidy Payments....................................................................................................................... 48 INDEMNITY HEALTH PLAN, EMPLOYEES/RETIREES'................................................................................................50 RETIREE SUBSIDY MEDICAL PLAN/MISCELLANEOUS PROVISIONS ..................................................................... 51 A. Eligibility...................................................................................................................................................................51 B. Benefits ...................................................................................................................................................................... 52 C. Subsidies....................................................................................................................................................................52 D. Medicare....................................................................................................................................................................53 E. Cancellation.............................................................................................................................................................. 53 EXHIBIT F - VEHICLE USE/ASSIGNMENT........................................................................................................................ 55 EXHIBIT G - PHYSICAL EXAMINATION DESCRIPTION.............................................................................................. 56 99-01 MEO MOU draft.doc ii 01/12/00 3:19 PM MEO • CONTENTSTABLE OF 99-01 MEO MOU draft.doc iii 01/12/00 3:19 PM MEO MOU MEMORANDUM OF UNDERSTANDING . Between THE CITY OF HUNTINGTON BEACH (Hereinafter called CITY) and THE HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION (Hereinafter called ORGANIZATION or MEO) PREAMBLE This Memorandum of Understanding is entered into by and between the City Of Huntington Beach, a Municipal Corporation of the State of California, herein called "City", and the Huntington Beach Management Employees' Organization, a California Organization, herein called "Association". 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 25, 1999 through December 31, 1999 21, 2001. 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 Association desire to reduce their agreements to writing, NOW THEREFORE, this Memorandum of Understanding is made, to become effective December 25, 1999, and it is agreed as follows. ARTICLE I - TERM OF MOU This Agreement shall be in effect for a period of two (2) years commencing jaRUaFy 1, 1999 December 25, 1999, and ending at midnight, December 31, 1999 21, 2001. ARTICLE II - REPRESENTATIONAL UNIT/CLASSIFICATIONS A. It is recognized that Association is the employee association which has the right to meet and confer in good faith with the City on the behalf of employees whose classifications are listed in Exhibit A, attached hereto and incorporated by reference herein. 99-01 MEO MOU draft 1 01/12/00 3:19 PM MEO MOU B. The City and the Association agree to implement for the term of this agreement the following change to the Employee/Employer Relations Resolution and accordingly revise Section 7 of said resolution as described herein: The proposed change to the Employer -Employee Relations Resolution is 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 modification(s), to any affected employee organization and any affected employees. 2. The Personnel Commission shall hold a meeting concerning the proposed modification(s) at which time all affected employee organizations and employees shall be heard; 3. Thereafter, the Personnel Commission shall determine the composition of the appropriate unit or units and shall give written notice of such determination to the affected employee organizations and any affected employees. The City Administrator, employee organization or employee aggrieved by an appropriate unit determination of the Personnel Commission may, within ten (10) days of notice thereof, request a review of such determination by the City Council. Within thirty (30) days of receipt of a request to review a unit determination of the Personnel Commission the City Council shall review the matter. The City Council's decision shall be final. 4. Except as provided otherwise in this MOU, the salary, benefit and working conditions specified by this MOU shall be provided to employees in classifications listed in Exhibit A and have completed or are 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. ARTICLE III - ARTICLE NUMBER RESERVED ARTICLE IV - EXISTING CONDITIONS OF EMPLOYMENT Except as otherwise 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 and Departmental Rules of the City of Huntington Beach. 99-01 MEO MOU draft.doc 2 01/12/00 3:19 PM MEO MOU ARTICLE V - SEVERABILITY If any section, subsection, sentence, clause, phrase or portion of this MOU or any additions or amendments thereof, or the application thereof to any person, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this resolution or its application to other persons. The City Council hereby declares that it would have adopted this MOU and each section, subsection, sentence, clause, phrase or portion, and any additions or amendments thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases or portions, or the application thereof to any person, be declared invalid or unconstitutional. ARTICLE VI - SALARY SCHEDULE A. Salary Schedule 1. Employees shall be compensated at monthly salary rates by classification title and salary range during the term of this Agreement as set out in Exhibit A, attached hereto and incorporated herein. 2. Class/Comp Study The results of the Johnson and Associates study will be implemented with the pay period beginning December 25, 1999. The designated individuals who have raised complaints about the process used to reach the results for their positions will be entitled to review of their complaints by another consultant before December 31, 2000. The consultant will make recommendations to the City after reviewing the complaints and the final decisions regarding compensation for the designated persons will be made by the City. This agreement regarding another consultant's review of the complaints will be reflected in a side letter. ARTICLE VII - SPECIAL PAY A. Educational Tuition: 1. Education costs shall be paid to 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 of the Galif9FRia Stake Ciro I\P.adem y 2. Upon approval of the Department Head and the Deputy City Administrator, Administrative Services, 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 99-01 MEO MOU draft.doc 3 01/12/00 3:19 PM MEO MOU that said educational institutional presents the only accredited course or program within a reasonable commuting distance of the employee. 3. Tuition reimbursement shall be limited to job related courses or approved degree objectives and require prior approval by the Department Head and the Personnel Director. 4. 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. Certification/Skill Pay: Plan Checker/Building Senior - To receive $250 per month upon attainment of a Civil Engineer's or Architect's license by the State of California and completion of the probationary period. (Qualifying employees that possess a Civil Engineer's license may use the title of Senior Engineer). C. 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 their 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. ARTICLE VIII - UNIFORMS City agrees to provide uniforms to employees on active duty who are required to wear uniforms to the same extent as in the past. ARTICLE IX - HOURS OF WORK/OVERTIME/ADMINISTRATIVE LEAVE A. Overtime: E Gept f9F the PFGV'Gie_R; of paFa, Faphs G and r, h ,. eEmployees represented herein shall not be eligible for paid overtime compensation. B. Administrative Leave: All unit employees 8XGep+ giro DiyisieR and Batt-AlIOR rhiefG shall be entitled to 40 hours of administrative leave upon working forty (40) additional hours above their regular work schedule per calendar year. l" additiGR, tied , shall establish , iRifun fGFR;; methed fryr gFaRting GGmpeRGateFy time eff fGF eveFtime-but Rene -'shall vc Such employee may earn additional administrative leave, on an hour for hour basis, for hours worked in excess of seventy-five (75) in a calendar year. Time off for Police Department 99-01 MEO MOU draft.doc 4 01/12/00 3:19 PM MEO MOU fitness programs and flexible scheduling that is agreed to between the employee and Department Head are exempt from the 75 hour provision. MOM ARTICLE X - HEALTH AND OTHER INSURANCE BENEFITS A. Health 1. Medical a. The City shall continue to provide group medical benefits to all employees with coverage and benefits comparable to the group medical plans currently in effect; except that in the year 2001 the Association agrees that only one HMO may be offered. b. The coverage and benefits provided under the City Health Plan shall be as set forth in the Plan Document revised October 1, 1999 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 QGt9beF 1, January 1, 2001 as follows: 99-01 MEO MOU draft.doc 5 01/12/00 3:19 PM MEO MOU 1) Annual Deductible — Increase the annual deductible from $150 to $250 per individual and $450 to $500 per family. ,., ... r RIM - RM - - - _ _ M 2) Annual Out -of -Pocket Maximum — Increase the annual out-of- pocket maximum (patient responsibility) from $1,000 individual, $2,000 family to $2,000, $4,000. io-' - •■e . . ........ I ..MM. ..� 3) Re -opener — The City and Association agree to meet and confer on Year 2001 medical plans and cost on July 1, r2000. 2. Dental The City shall provide an indemnity dental insurance plan comparable to Delta Dental Plan (Group Policy #4729, Exhibit B) and a prepaid dental insurance plan comparable to the Delta Care Plan (Group Policy #4002, Exhibit B). 3. Optical The City shall provide a Vision Care Plan for employees and their dependents comparable to the group currently in effect. B. Eligibility Criteria and Cost 1. City Paid Medical and Dental Insurance - Dependents The City will assume payment, subject to the limitations set forth in Article X.4-bB.2. for dependent health and dental insurance effective the first of the month following the month during which the employee completes one (1) year of full time continuous service with the City. 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. 99-01 MEO MOU draft.doc 6 01/12/00 3:19 PM 2. City's Contribution to Health Insurance Premiums ,..M: ON ON M:T - 13.a. Employees Hired Prior to August 17 1998 Effective January 1, 2000, T4-+e the City shall pay medical, dental and vision insurance premiums by category and plan as follows: Monthly Delta Delta USP Premmum Cit Plan Y Health Net PacifiCare DentalCare Safeguard (Vision)--- ,Err'pl'oyee, � $-153-26 $ 159.21. $ 34.99 $ 21.49 $-i8.66 $-i740 Only $283.28 $165.06 $165.06 $36.99 $22.12 $16.20 $17.58 Employee 477.2E 335.53 329.14 66.9.7 86.5i 33.41 i 74 0 + One „ 560.18 361.66 361.55 70.65 37.61 29.16 17.58 Employee 595.47 449.99 433.82 63 36 66.83 42.64 1-7.19 + Family 685.86 1 476.68 1 476.68 1 100.37 1 57.51 1 37.22 17.58 M-i - e t! ..- s-b. Employees Hired On or After August 17, 1998 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 Safeguard (Vision) >> Employee $-34.59 $ 21.49 $ 4g.56 $-1749 Only $36.99 $22.12 $16.20 $17.58 Employee 66.97 36.51 33.41 17.19 + One 70.66 37.61 29.16 17.58 Employee 93.96 55.83 42.64 4W-49 99-01 MEO MOU draft.doc 7 01/12/00 3:19 PM MEO MOU + Family, 100.67 57.51 37.22 17.58 c. Year 2001 Premiums The City will contribute two-thirds of the increase in the premium to the City medical plan and fifty percent of the increase in the HMO. In the event that all other employee groups agree to one HMO for the year 2001, the City shall contribute one hundred percent towards the premium increase in the year 2001. The City shall contribute the full cost of the premium for dental and vision for the year 2001. d. Medical Cash -Out Effective January 1, 2000, if an employee is covered by a medical program outside of a City -provided program (evidence of which must be supplied to Administrative Services Department, Personnel Division), they may elect to discontinue City medical coverage and receive two hundred dollars ($200) per month to deposit into their Deferred Compensation account or any other pre-tax program offered by the City. 3. Section 125 Plan Effective February 1, 2000, employees may begin utilizing this plan which allows employees to use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. C. Life and Accidental Death and Dismemberment Each employee under age sixty-five (65) shall be provided with $45,000 accidental death and dismemberment insurance paid for by the City. Each employee shall have the option, at his or her own expense, to purchase an additional amount of life insurance in the amount of $25,000, $50,000 or $100,000. Evidence of insurability is contingent upon total participation in additional amounts. D. Long Term Disability Insurance This program provides, for each incident of illness or injury, a waiting period of (&G� thirty (30) calendar days, during which the employee may use accumulated sick leave, general leave pay, or the employee may elect to be in a non -pay status. Subsequent to the six0) thirty (30) day waiting period, the employee will be covered by an insurance plan paid for by the City, providing 66 2/3 percent of the first $10,000 of the employee's basic monthly earnings. 99-01 MEO MOU draft.doc 8 01/12/00 3:19 PM MEO MOU The maximum benefit period for disability due to accident or sickness shall be to age 65. Days and months refer to calendar days and months. Benefits under the plan are integrated with sick leave, Worker's Compensation, Social Security and other non - private program benefits to which the employee may be entitled. Disability is defined as: "The inability to perform all of the duties of regular occupation during two years, and thereafter the inability to engage in any employment or occupation for which he is fitted by reason of education, training or experience." Rehabilitation benefits are provided in the event the individual, due to disability, must engage in another occupation. Survivor's benefits continues plan payment for three (3) months beyond death. A copy of the plan is on file in the Administrative Services Department. E. Miscellaneous 1. City Paid Premiums While on Medical Disability When an employee is off work without pay for reason of medical disability, the City shall maintain the City paid employee's insurance premiums during the period the employee is in a non -pay status for the length of said leave, not to exceed twenty-four (24) months. 2. Insurance Benefits Advisory Committee 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. 3. Health Plan Over -Payments Unit members shall be responsible for accurately reporting the removal of ineligible dependents from health plan coverages. The City shall have the right to recover any premium paid by the City, including premiums to its self -insured plan, on behalf of ineligible dependents. Recovery of such over -payments shall be made as follows: a. Reduction of Employee's Bi-Monthly Salary Warrant The employee's bi-monthly salary warrant shall be reduced by one-half of the amount of the bi-monthly over -payment, (e.g., if the over -payment is $150 a month, the bi-monthly contribution would be $75. The employee's bi-monthly salary payment shall be reduced by $37.50). Such reduction shall continue until the entire amount of the over -payment is recovered. b. Notice of Ineligible Dependents The City shall use its best efforts to advise all unit members of their obligation to report changes in the status of dependents which affect their eligibility. 99-01 MEO MOU draft.doc 9 01/12/00 3:19 PM MEO MOB➢ c. Twelve Month Recovery Period The City shall be entitled to recover a maximum of twelve (12) months of premium over -payments. Neither the employee nor the dependent shall be liable to the City other than as provided herein. 4. Federal Health Plan In the event the Federal Government enacts a Federal Health Plan that includes public employees and becomes effective during the life of this agreement, the parties agree to reopen the Health and Welfare Article and meet and confer regarding the impact of that plan implementation. TheGe `65 SS29% 0RGI de the r 966ihle app"Gability of aR IRS 125 Plan to this iivati - _ ARTICLE XI - RETIREMENT BENEFITS A. Benefits 1. Self Funded Supplemental Retirement Benefit Employees hired prior to August 17, 1998, are eligible for the Self Funded Supplemental Retirement Benefit which provides that: a. In the event a 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 member would have received for his or her life alone. This payment shall be made only to the member, shall be payable by the City during the life of the member, and upon that member's death, the City obligation shall cease. The method of funding this benefit shall be at the sole discretion of the City. This benefit is vested for employees covered by this agreement. (Note: The options provide the allowance is payable to the member 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 August 17, 1998, shall not be eligible for this benefit referenced in A.1.a. herein above. 99-01 MEO MOU draft.doc 10 01/12/00 3:19 PM MEO MOU 2. Medical Insurance for Retirees a. Medical Insurance Upon Retirement Upon retirement, whether service or disability, each 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 E, or either of the HMO Plans currently being offered to retirees, based upon the eligibility requirements described in Exhibit E. b. Premiums Paid Upon Retirement By Use of Unused Si& Leave Benefits Employees electing to participate in the City's group health insurance program after retirement may cause the premiums to be paid by the City out of any available funds due and owing them under the terms of this agreement for unused sick leave and general leave benefits upon retirement. B. Public Employees' Retirement System Reimbursement and Reporting 1. Employee's Contribution Each employee covered by this Agreement shall continue to be reimbursed once every two (2) weeks in an amount equal to 7% of the employee's base salary (9% for safety employees) as a pickup of the employee's contribution, or portion of such 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 in Article XI(B)(2) of the 1991/1993 MOU beyond January 31, 1994. 3. Two Percent at Age 55 Formula Upon agreement of all employee associations representing miscellaneous employees, the City shall initiate a contract amendment with the Public Employees' Retirement System to provide for this benefit as identified in Section 21354. 99-01 MEO MOU draft.doc 11 01/12/00 3:19 PM MEO IMOU G.4. Public Employees' Retirement System Level 3 Survivors Benefits The Q4ty Unit employees shall be covered by the 1959 GORtFaGt 4 PERS to-pFeVide Level 3 Survivors Benefits. This beRef+t -ski^"tee-effestWheTthe R-t. ameRdMe Rt has he eR ae- opted hie the Git y aw r ARTICLE XII - LEAVE BENEFITS A. General Leave 1. Accrual Effective December 24, 1999, employees will cease to accrue sick leave and vacation leave, and the Long -Term Disability insurance waiting period shall be reduced from 60 to 30 days. Instead, employees will begin accruing general leave at the accrual rates outlined below. General leave may be used for any purpose, including vacation, sick leave, and personal leave. Vacation time accrued through December 24, 1999 will be added to the employee's general leave account effective December 25, 1999. General leave shall be accrued as follows: 2. Eligibility and Approval Accrued general leave may be taken after six (6) months' service. General leave accrued time is to be computed from hiring date anniversary. (Members shall not be permitted to take general leave in excess of actual time earned. Effective December 25, 1999, members shall not accrue general leave in excess of six hundred hours (600). Employees may not use their general leave to advance their separation date on retirement or other separation from employment. General leave must be pre -approved except for illness, injury or family sickness which may require a physician's statement for approval. 99-01 MEO MOU draft.doc 12 01/12/00 3:19 PM �. 3. Receipt of Vasa#eR General Leave Pay Upon one (1) week's written notification to the Deputy City Administrator/Administrative Services, an employee represented herein shall be entitled to receive vasatiGR general leave pay, less deductions, in advance, prior to his regularly scheduled annual vacation. Such advancements are limited to one during each calendar year. 6.4. Conversion to Cash Once during each fiscal year, each employee shall have the option to convert into a cash payment or deferred compensation up to a total of eighty 0) one hundred twenty (120) hours of earned vaset"eR general leave benefits. The employee shall give two (2) weeks advance notice of his/her desire to exercise such option. 99-01 MEO MOU draft.doc 13 01/12/00 3:19 PM I LyiI LOW, WI B. Holidays The following are paid holidays: a. New Year's Day b. Martin Luther King Jr., (third Monday in January) c. Presidents Day (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 and adopted as an employee holiday by the City Council of Huntington Beach. Holidays which fall on Saturday shall be observed the preceding Friday, and those falling on Sunday shall be observed the following Monday. C. Sick Leave 1. Accrual —No employee shall accrue sick leave after December 24, 1999. 2. Credit — Employees hired prior to December 25, 1999 shall be credited with their sick leave accrued as of December 24, 1999. 3. Usage — Employees may use accrued sick leave for the same purposes for which it was used prior to December 25, 1999. 4. Family Sick Leave — Sick leave may be used for an absence due to illness of the employee's spouse or child when the employee's presence is required at home, provided that such absences shall be limited to five (5) days per calendar year. 5. Pay Off At Termination 4-. a. Employees covered by this agreement and on the payroll on November 20, 1978 shall be entitled to the following sick leave payoff plan: At involuntary termination by reason of disability, or by death, or by retirement, employees shall be compensated at their then current rate of pay for seventy- five percent (75%) of all unused sick leave accumulated as of July 1, 1972, plus fifty percent (50%) of unused sick leave accumulated subsequent to 99-01 MEO MOU draft.doc 14 01/12/00 3:19 PM MEO MOU July 1, 1972, up to a maximum of 720 hours of unused, accumulated sick leave, except as provided in paragraph 4 below. Upon termination for any other reason, employees shall be compensated at their then current rate of pay for fifty percent (50%) of all unused, accumulated sick leave, up to a maximum of 720 hours of such accumulated sick leave. 21. b. Employees hired after November 20, 1978 shall be entitled to the following sick leave payoff plan: Upon termination, all employees shall be paid, at their then current salary rate, for twenty-five percent (25%) of unused, earned sick leave to 480 hours accrued, and for thirty-five percent (35%) of all unused, earned sick leave in excess of 480 hours, but not to exceed 720 hours, except as provided in paragraph 4 below. 3. c. Except as provided in paragraph 4 below, no employee shall be paid at termination for more than 720 hours of unused, accumulated sick leave. However, employees may utilize accumulated sick leave on the basis of "last in, first out" meaning that sick leave accumulated in excess of the maximum for payoff may be utilized first for sick leave, as defined in Personnel Rule 18-8. d. Employees who had unused, accumulated sick leave in excess of 720 hours as of July 5, 1980, shall be compensated for such excess sick leave remaining on termination under the formulas described in paragraphs 1 and 2 above. In no event shall any employee be compensated upon termination for any accumulated sick leave in excess of the "cap" established by this paragraph (i.e., 720 hours plus the amount over 720 hours existing on July 5, 1980). Employees may continue to utilize sick leave accrued after that date in excess of such "cap" on a "last in, first out" basis. a- e. To the extent that any "capped" amount of excess sick leave over 720 hours is utilized, the maximum compensable amount shall be correspondingly reduced. (Example: Employee had 1,000 hours accumulated. Six months after July 5, 1980, employee has accumulated another 48 hours. Employee is then sick for 120 hours. Employee's maximum sick leave "cap" for compensation at termination is now reduced by 72 hours to 928 hours.) 6-. f. Employees electing to participate in the City's group health insurance program after retirement may cause the premiums to be paid by the City out of any available funds due and owing them under the terms of this agreement for unused sick leave benefits upon retirement. D. Bereavement Leave 99-01 MEO MOU draft.doc 15 01/12/00 3:19 PM MEO MOU Employees shall be entitled to bereavement leave not to exceed three (3) working days peg-saleRdaFyeaf in case of death in the immediate family. "Immediate family" is defined as spouse, father, stepfather, mother, stepmother, sisters, brothers, stepsisters, stepbrothers, mother-in-law, father-in-law, children, stepchildren, and grandparents, grandchildren of the employee or spouse. E. Paternity Leave Effective January 1, 2000, fathers may utilize accumulated sick leave in addition to vacation and compensatory time, or take unpaid leave, to care for their newborn or adopted child (or children if more than one is born or adopted at the same time) up to a total of 160 hours annually. 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 Examination Procedure a) 5-4 — Order of Certification Whenever certification is to be made, the eligibility lists, if active and not exhausted shall be used in the following order: 1) Re-employment list 2) Promotional list 3) Employment List If fewer than five (5) names of persons willing to accept appointment are on the list from which certification is to be made, then additional eligibles shall be certified from the various lists next lower in order of preference until five (5) names are certified. If there are fewer than five (5) names on such lists, there shall be certified the number thereon.- In such case, the appointing authority may demand certification of five (5) names and examinations shall be conducted until five (5) names may be certified. In the event the appointing authority does not choose to appoint from the five (5) names certified, a new examination may be requested. In the event another examination is conducted, those names shall be merged with others already on the list in order of scores. b) 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 99-01 MEO MOU draft.doc 16 01/12/00 3:19 PM MEO MOU 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. 2. Rule 7 — Discipline a) 7-2 — Causes for Discipline 1 2) Ad din+ien +e the use of parrantiAs 9F hAhi+ fGFFniR9 dF one er illegal Use Possession, use or sale of illegal narcotics or habit-forming drugs, while on -duty or on City property. 14) �y ,,,J , pl��'t/7�f RG19 G9Rt}e1lRdeFe, to a nhaFge eff a f Ry vrF aRy etT eF e#eR. 7TIV91VOndI'TO m1neFal-[Fl OG deemed to be a GGR,,in+iGn Within +he Fneafli} - 4 this96PGtiAT Conviction of any felony or a misdemeanor with a job nexus. A plea or verdict of guilt, or a conviction following a plea of nolo contendere, is deemed to be a conviction within the meaning of this section. 15) Participating in an unlawful strike, work stoppage, slowdown, or using or attempting to use sick leave to accomplish the same purpose as a strike, work stoppage, or slowdown. 3. Rule 8 — Termination ■ 1 99-01 MEO MOU draft.doc 17 01/12/00 3:19 PM MEO MOU ._ IN nin _A. A A . _ ■ AKAW. 110M WINNOW*! ft.- a) 8-1 — Medical Examination. Evaluation of Employee's Work Capacity. Demotion, Transfer or Termination of Appointment At any time a department head has reasonable cause to believe that an employee may not be able to perform the duties of his/her position for physical or psychological reasons, such department head shall consult with the Personnel Director regarding r such belief. If the Personnel Director concurs, the department head may order the employee to submit to a medical or psychological examination. The employee shall be offered the opportunity, in writing, to select from a panel of three to five physicians or psychologists to conduct the examination. The cost of such examination shall be paid by the City and, to the extent practicable, shall be scheduled during the work hours with no loss of pay. The department head shall review the medical or psychological report and shall consult with the Personnel Director regarding the physician's assessment of the employee's ability to perform the 99-01 MEO MOU draft.doc 18 01/12/00 3:19 PM MEO MOU duties of his/her position. Any decision regarding such employee shall be made in accordance with the Americans with Disabilities Act. Notwithstanding any other provision of this rule, an employee being evaluated for medical or psychological fitness to perform the duties of his/her position may apply for another position in the competitive service for which he/she has qualified. If such employee is qualified and can perform the duties of a lower paying vacant position for which he/she has applied, he/she will be placed in such position, without competitive examination, subject to the approval of the department head. (The City and Association agree to meet biannually to discuss the 8-1 process). b) 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. c) 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 re- employed to his/her former position, if vacant, or to a vacant position in the same or 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. 4. Rule 12 — Classification Plan a) 12-10 — Temporary Employees teM199Fay. Employment on a basis other than permanent or probationary to a permanently budgeted position not to exceed 1000 hours in any twelve (12) month period. Employees occupying temporary positions shall not be included in the competitive service and shall not be subject to these rules and regulations. 99-01 MEO MOU draft.doc 19 01/12/00 3:19 PM MEO MOU 5. Rule 14 — Additional Pay and Pay Adjustments a) 14-6 — Salary Advancements to Meet Recruiting Problems or to Give Credit for Prior Service. Application for Other Advancements The PerseRRel--Pirester Department Head, through the Personnel Director and with the approval of the City Administrator may allthWize paymeRt make an appointment at any step above the minimum salary rate to classes or positions in order to meet recruiting problems to obtain a person who has extraordinary qualifications, re6 't*R r #9 m aGtiGRG by departrtmenf head6 or to give credit for prior city service in connection with appointments, promotions, reinstatements, transfers, reclassifications, or demotions. Other Salary adjustments within the salary range for the class, other than merit salary adjustments authorized by Section 14-1, may be approved made by the Per-�em;el BeaFd City Administrator, upon recommendation of ai the department head through the Personnel Director. Such recommendation shall include the reason(s) for the adjustment, whether the advancement is to be permanent or temporary, and an effective date. fr.,iTRiT.SFR teed te-the —Re-ardsh`y-the PeFGeRRel-nvife6+e fogey -.-.-.._..-__ .-J ..— ......- .......Y - - ......-I F-....-....-... _. —..r_1-1.7, —._ ...-.i __ e#8Gtove a6 of the date of appluGat*en fer 6 Inh nhaRge 6. Rule 18 — Attendance and Leaves -:� '- iz: 01 a) 18-16 — Industrial Accident Leave 99-01 MEO MOU draft.doc 20 01/12/00 3:19 PM In the event a permanent employee, who is a miscellaneous member of the Public Employees' Retirement System (PERS), is temporarily totally disabled as a result of an injury or illness arising out of and in the course of employment and covered by the State of California Workers' Compensation Insurance and Safety Act, resulting light duty assignments due to the injury or illness or absences from work shall be considered Industrial Accident Leave as that term is defined by this rule. A permanent employee eligible for Industrial Accident Leave shall receive compensation from the City in an amount equal to the employee's regular rate of salary during such period of temporary total disability. Benefits received under this rule shall be in lieu of statutory Workers' Compensation benefits. Industrial Accident Leave shall continue during all absences resulting from the injury or illness, including those absences attributable to doctor's appointments, therapy, or other follow-up medical visits, but in no case exceeding one year of accumulated absences attributable to the same injury or illness. In the event an employee is temporarily, totally disabled by coinciding qualifying injuries or illnesses, periods of absences shall be applied concurrently to all qualifying injuries or illnesses. Industrial Accident Leave compensation shall begin on the first day an eligible employee is absent due to a qualifying injury or illness as defined above. Industrial accident Leave compensation will terminate on the earliest of the following: 1) The date upon which the injury or illness giving rise to eligibility for compensation under this rule is declared permanent and stationary by a treating or examining physician; or 2) The date PERS approves an application for disability retirement benefits filed by the employee or by the City; or 3) The employee receives thirty (30) days advance notice and refuses to submit to a medical examination ordered by PERS pursuant to Government Section 21154 or otherwise refuses to cooperate with PERS in determining whether the employee is incapacitated for the performance of duty; or 4) The employee receiving Industrial Accident Leave Compensation applies for service -connected retirement benefits; or 5) The employment of the affected employee is otherwise separated. 99-01 MEO MOU draft.doc 21 0V12100 319 PM MEo MOu If an injured worker remains temporarily disabled after receiving one year of Industrial Accident Leave for accumulated absences or light duty work attributable to the same injury or illness, the employee will receive temporary total disability benefits as specified by the State of California Workers' Compensation Insurance and Safety Act. Any period of time during which an employee is absent from work by reason of injury or illness for which he or she is entitled to receive Industrial Accident Leave compensation will not constitute a break in continuous service for the purposes of salary adjustments, sick leave, vacation accruals, and length of service computation. In the event an employee who is receiving or has received Industrial Accident Leave compensation makes a claim or initiates legal action against a third party for allegedly causing or contributing to the injury or illness resulting in the inability to work, the employee is required to notify in writing the City's Risk Management Division of the claim or commencement of such action within ten (10) days of the claim or such commencement. The City retains its rights of subrogation in all such instances. 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 employees 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 Pay 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. 99-01 MEO MOU draft.doc 22 01/12/00 3:19 PM MEO MOU 7. Rule 19 — Grievance Procedure Non -Disciplinary Matters a) 19-5 Grievance Procedure 1) 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 filed with the Personnel Director who shall act as hearing officer and shall set the matter for hearing within fifteen (15) days thereafter and shall cause notice 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. 2) Step 5 — Personnel Board Hearing 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, rshall 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. 99-01 MEO MOU draft.doc 23 01/12/00 3:19 PM MEO MOO 8. Rule 20 — Review DrenerlWes in Disciplinary Ma#efs Procedure and Appeal a) 20-1 — Purpose The purpose of this rule is to provide a procedure for recommending and imposing discipline against City employees, and a means by which an nrie"3RGe6 9 employees a ici ut of di6Gi }iRaF —matteFG Fnay seRsi�e ed, d;ssGUssed and Ferseaved at the level rsla6tte the .�9F prj-. i �, The gFieenne PFGGed ire v�re"iEled fer in ♦•hiS r� ale dGe6 net appl , 4e vri� ieifie•"cw- matteFS-6GVeFed by Rule 19 of this Fselit ien may administratively appeal any such disciplinary action. it' - r r W. ■ .. . 111ijoIll tV 99-01 MEO MOU draft.doc 24 01/12/00 3:19 PM MEO MOU RON r MOM RJR 1 hliio ffil, 1 -A-iv - - b) 20-2 — Disciplinary Procedures 1) Notice of Proposed Adverse Action For disciplinary demotions, suspensions or dismissals, an employee shall be given served a written Notice of Proposed Adverse Action by the employee's department head, or his/her designee, or by certified mail, prior to the proposed disciplinary action tatting effect. The notice shall state the reasons for and charges upon which the proposed action is based, and the effective date of the action the right to respond and the employer's right to representation. A copy of all materials upon which the proposed action is based shall be attached to the notice. 2) employee's Right to Respond The employee shall be given a minimum of ten (10) calendar days to respond orally and/or in writing to the charges upon which the proposed action is based. The employee's response shall be made to and/or before his/her department head. 3) Time Off 99-01 MEO MOU draft.doc 25 01/12/00 319 PM MEO MOU The employee shall be given reasonable time off with pay to attend disciplinary meetings. 4) Final Notice of Decision After an employee has responded to or waived his/her right to respond to the proposed adverse action, the employee shall be served with a final Notice of Decision from his/her department head. The final written Notice of Decision shall state whether or not the proposed action shall be taken or modified, and the reasons therefore and effective date or the action. c) 20-53 — Appeal to Personnel Eear4 Commission ithe -gFieYaRGe ir,Gt—se#'ed--uRdeFStep —3, it Disciplinary action involving the termination, suspension, demotion or other reduction in pay may be appealed to the Personnel 9eaFd Commission for de novo hearing and final determination in accordance with the following procedure: 'I) Request for Appeal Within five (5) days after the time deGisien is rendered - ind-er C+en 3 abeve employee's receipt of a final Notice of Discipline, a written stateMen+ of gFie.,nnne request for an appeal to the Personnel Commission shall be filed with submitted to the Personnel Director. SUGh sttatemeRt of g G�"'VRT"TGJhn7TalyT�6eet feF h7TiR deCCr aiI7�TT R tHFeefhe G9 } the gFieyaRGe, t+t-QRti9 'vv��the ee and +he rsrenesed oelU+ien er r:e+ermine+inn 2) Hearing As soon as practicable thereafter, the Personnel Director shall set the matter for hearing before a hearing officer. The hearing officer shall hear the case without the Board and shall make recommended findings, conclusions and decision in the form of a written report and recommendation to the Board. 3) Final Decision The Board shall consider the written report and recommendations of the hearing officer and after due deliberation in executive session, shall render a decision in the matter which shall be final and binding on all parties, and from which there shall be no further appeal. d) 20-64 — Supplemental Hearing by Personnel Board 1) The Board may, in its sole discretion, after it has received the written report and recommendation of the hearing officer, set the matter for private hearing for the purpose of receiving additional evidence or argument. In the event the Board sets a private hearing for such 99-01 MEO MOU draft.doc 26 01/12/00 3:19 PM MEO MOU purposes, the Personnel Director shall give written notice to all parties concerned in such matter. 2) The Board, following a consideration of the hearing officer's written report and recommendation and deliberation thereon and any supplemental hearing before the Board, shall make findings, conclusions and decisions which shall be final and binding on all parties and from which there shall be no further appeal. ._ 7- • 01. M-I LZLLLLI.I&a 1 .4 • 1101101 MI _ L�IIIL 1111M VIN • ■ • 1 1 •11117 • e) 20-95 — Employee Status on Pending FoRal Qetermi 4atk ^ Appeal Notwithstanding the provisions of Rule 7, Section 7-4 (Suspension with Pay), the disciplinary action ^ef a depaFtmaft"^d;OF th8 Gity / dMiRh6tFa+^r if ^ depaFtMeRt head shall be effective pending Te'- . AF by the appellate authWity, and n^ pleyee Gha7ll be eRftitTledT^ 6AFBpellsat+A d �r71 ,-irig said aGt*G � of de�F mend heart `" `" � � � y `.' `." t ti'il.� crr� � rrc-rrc'ucr E;emrp ellsa+ierr-.r i6 revokedThe appellate a u Fity mar r)rrer Fee s}[}emeRtt ef he employee and may gFant fUII partial, GF —r„e ^^mp R f^r 4 d ref c+� �c+r�e i^ram MGtmGR ^r dusmle.e..+l wrrrpeF}Sati6rrrv�c%�}�I cr�.sryrr� cren-rvcro-n--vr-crr�,� � r.�a a-r a n appeal to the Personnel Commission. 9. Rule 21 — Grievance Procedures - General a) 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) 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. 99-01 MEO MOU draft.doc 27 01/12/00 3:19 PM MEO MOU c) 21-13, Time Extension, Grievances The City and the employee, or employee organization may, by mutual consent, extend the time periods within which an act must occur in the processing of grievances. 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 changed to the Employer -Employee Relations Resolution is as follows: 7-3. Personnel Direction 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 99-01 MEO MOU draft.doc 28 01/12/00 3:19 PM MEO MOU 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; 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 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 1. Part 1 — Layoff Procedure a) General Provisions 1) 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. 2) 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 99-01 MEO MOU draft.doc 29 OVUM 3:19 PM MEO MOU C C. government in effecting economies or in making organizational or other changes to increase efficiency. 3) A department shall reduce staff by identifying which positions within the department are to be eliminated. 4) 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. 5) If a deadline within this procedure falls on a day that City Hall is closed, the deadline shall be the next day City Hall is open. Service Credit 1) 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. 2) Except as required by law, leaves of absence without pay shall not earn service credit. 3) 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. Transfer or Reduction to Vacancies in Lieu of Layoff 1) 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: a) The employee has the necessary qualifications to perform the duties of the position. b) 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. 99-01 MEO MOU draft.doc 30 01/12/00 3:19 PM MEO MOU c) 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. 2) 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. 3) 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, Service Credit. 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. 2. Order of Layoff a) Prior to implementing a layoff, vacant positions that are authorized to be filled shall be identified by Citywide 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, nonpermanent part-time and non -promotional probationary employees in the class are laid off. Permanent employees whose positions have been eliminated may exercise citywide 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. 3. Notification of Employees 99-01 MEO MOU draft.doc 31 01/12/00 3:19 PM MEO MOU 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. 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. 4. Part 2 — Bumping Rights a) Voluntary Reduction or Bumping in Lieu of Layoff 99-01 MEO MOU draft.doc 32 01/12/00 3:19 PM MEo MOO 1) 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. 2) 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. 3) 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. b) Reinstatement/Re-employment 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/re-employment list pursuant to Part 3, Re-employment. c) 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. d) Qualifications Appeal Hearing 99-01 MEO MOU draft.doc 33 01/12/00 3:19 PM MEO MOU 1) 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 tile 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) workdays 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. 2) Appeal hearings shall be limited to two (2) hours, except as otherwise agreed by the parties or directed by the hearing officer. 3) 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 5. Part 3 — Re-employment a) Re-employment 1) 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. 2) Names of persons placed on the reemployment lists shall remain on the list for two (2) years from the date of layoff or reduction. 3) 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 tile position. 4) 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 99-01 MEO MOU draft.doc 34 01/12/00 3:19 PM MEO MOU offer. Any employee who is dismissed from the City service for cause shall have his or her name removed from all re-employment lists. 5) Re-employment lists shall be available to HBMEA and affected employees upon reasonable request, 6) Qualification appeals involving reemployment rights shall be resolved in the same manner as that identified in Part 2., Section 4. b) Status on Re-employment 1) Persons re-employed from layoff within a two (2) year period from the date of layoff shall receive the following considerations and benefits: a) Service credit held upon layoff shall be restored, but no credit shall be added for the period of layoff. b) Prior service credit shall be counted toward sick leave and vacation accruals. c) 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. d) 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. e) 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. f) The probationary status of the employee shall resume if incomplete. 2) Employees who have been reduced in class 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. Physical Examination 99-01 MEO MOU draft.doc 35 01/12/00 3:19 PM 1ITI *9_YN�[�11 Employees covered by this agreement shall be provided, once every two years, with a city paid physical examination. Said exam shall be comprehensive in nature and shall include: 1. A complete medical history, physical exam, laboratory testing and review of results by a physician. (See Exhibit G, Physical Exam Description.) 2. A stress EKG will be provided for employees forty (40) years of age or older. No more than one-half of the eligible employees shall receive examinations in any one fiscal year. B. Vehicle Policv 1. The auto allowance for ^en depaFb,.en* head-6 qualifying employees shall be at lea6t $350 per month. 3-. 2. The month y No unit employee shall have their automobile allowance f9FRGR deya.t+eeRt heads shall RA-t -heTedased eliminated dLIFiRg the term ATth,;s agreement until the City's Fleet Management Policy is re -negotiated. 4-: 3. Eligibility for automobile allowance shall be determined in accordance with Exhibit - , VehiG18 Wce P910GY the City's Fleet Management Program dated August, 1999. C. Deferred Compensation Loan Program Effective January 1, 2000, employees may begin utilizing this program, under which employees may borrow up to 50% of their deferred compensation funds for critical needs such as medical costs, college tuition, or purchase of a home. 99-01 MEO MOU draft.doc 36 01/12/00 3:19 PM MEO MOU ARTICLE XV - CITY COUNCIL APPROVAL It is the understanding of the City and the Association that this Memorandum of Understanding is of no force or effect unless and until 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 181" day of January , 2000. am in CITY OF HUNTINGTON BEACH A Municipal Corporation Ray Silver City Administrator John P. Reekstin Administrative Services Director William H. Osness Personnel Director APPROVED AS TO FORM Gail Hutton City Attorney HUNTINGTON BEACH MANAGEMENT EMPLOYEES ORGANIZATION Michael Mudd, MEO President IN Colleen Keith By: Jim Lamb By: Paul Crost MEO Negotiator 99-01 MEO MOU draft 37 01/12/00 3:19 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 0226 Accountant, Principal 514 4905 5176 5460 5760 6077 Administrative Analyst, Principal 526 5210 5496 5798 6117 6453 7249 Administrative Analyst, Senior 507 4739 4999 5275 5564 5871 1229 Assistant City Attorney 596 7387 7793 8221 8674 9150 2206 Assistant City Clerk 455 3657 3858 4070 4293 4529 0210 City Engineer 599 7498 7911 8346 8805 9289 1209 Civil Engineer, Associate 524 5157 5441 5741 6056 6389 1260 Civil Engineer, Principal 543 5671 5983 6313 6659 7025 1255 Claims Supervisor 517 4980 5254 5543 5848 6171 1262 Construction Manager 531 5342 5635 5945 6273 6618 1203 Community Services Manager 512 4857 5124 5406 5704 6018 1245 Contract Administrator 507 4739 4999 5275 5564 5871 1210 Criminalist, Chief 549 5843 6164 6503 6861 7238 0265 Criminalist, Supervisor 521 5084 5363 5658 5968 6295 1235 Deputy Attorney 1 512 4857 5124 5406 5704 6018 1233 Deputy Attorney II 549 5843 6164 6503 6861 7238 1230 Deputy Attorney III 577 6722 7091 7481 7892 8325 1208 Deputy City Engineer 571 6523 6881 7259 7658 8079 1250 Deputy City Treasurer 555 6020 6351 6699 7069 7457 0241 Deputy Director, Public Works 599 7498 7911 8346 8805 9289 0223 Deputy Director, Rec. Beach Development 577 6722 7091 7481 7892 8325 0249 Economic Development Project Manager 530 5314 5607 5916 6242 6585 0246 Economic Develop Project Mgr., Assistant 499 4553 4803 5067 5346 5640 0290 Finance Officer 575 6653 7018 7405 7812 8242 2203 Fire Medical Coordinator 507 4739 4999 5275 5564 5871 2201 Fire Protection Analyst 507 4739 4999 5275 5564 5871 3636 Geographic Information Systems Manager 524 5157 5441 5741 6056 6389 0205 Housing & Redevelopment Manager 550 5872 6195 6536 6895 7275 Information Systems Analyst IV 519 5032 5309 5600 5909 6233 Information Systems Analyst V 538 5531 5836 6157 6495 6852 Information Systems Analyst, Principal 547 5782 6101 6438 6791 7166 0247 Information Systems Manager 575 6653 7018 7405 7812 8242 1205 Information Systems Manager, Police 556 6049 6382 6734 7105 7495 1216 lInspection Manager 543 5671 5983 6313 6659 7025 1212 Inspector, Electrical Principal 496 4488 4734 4994 5268 5557 99-01 MEO MOU draft 38 01/12/00 3:19 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 1217 Inspector, Plumbing/Mechanical Principal 496 4488 4734 4994 5268 5557 1214 Inspector, Plumbing/Mechanical Chief 486 4267 4501 4749 5011 5287 5210 Investigator 479 4118 4345 4585 4838 5105 3210 Landscape Architect 507 4739 4999 5275 5564 5871 1258 Law Office Manager T 483 4205 4436 4680 4937 5209 Law Office Manager 452 3602 3799 4009 4229 4462 1218 Librarian, Senior 470 3940 4157 4385 4626 4881 1204 Library Services Manager 528 5262 5552 5857 6179 6519 0230 Maintenance Operations Manager 553 5959 6287 6633 6999 7384 0233 Marine Safety Division Chief 549 5843 6164 6503 6861 7238 1263 Permit and Plan Check Manager 552 5931 6257 6602 6965 7348 1266 Plan Checker Building, Senior 524 5157 5441 5741 6056 6389 1211 Planner, Associate 499 4553 4803 5067 5346 5640 1214 Planner, Principal 550 5872 6195 6536 6895 7275 0243 Planner, Senior 530 5314 5607 5916 6242 6585 0203 Police Communications Manager 510 4810 5075 5354 5649 5959 1239 Purchasing and Central Services Manager 516 4956 5228 5515 5819 6139 0262 Real Estate Services Manager 558 6110 6446 6802 7176 7571 1256 Real Property Agent 530 5314 5607 5916 6242 6585 1257 Records Administrator, Police 510 4810 5075 5354 5649 5959 0286 Risk Manager 558 6110 6446 6802 7176 7571 0257 Superintendent, Parks/Trees/Landscape 545 5727 6042 6375 6725 7095 0260 Superintendent, Recreation/Human Svcs 549 5803 6162 6503 6861 7238 0264 Supervisor, Beach Operations 509 4787 5051 5328 5621 5930 0272 Supervisor, Building Maintenance 509 4787 5051 5328 5621 5930 1213 Supervisor, Combination/Structural I nspec. 515 4931 5202 5488 5789 6108 0273 Supervisor, Mechanical Maintenance 509 4787 5051 5328 5621 5930 2283 Supervisor, Parking and Camping Facilities 496 4488 4734 4994 5268 5557 99-01 MEO MOU draft.doc 39 01/12/00 3:19 PM k7iI*Ql ,16111 L*N1:,111,-*1k r_1 CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 25, 1999 Job Code Classification Range A B C D E 0274 Supervisor, Parks Maintenance 509 4787 5051 5328 5621 5930 0266 Supervisor, Recreation, Senior 496 4488 4734 4994 5268 5557 0275 Supervisor, Street/Sewer Maintenance 509 4787 5051 5328 5621 5930 0277 Supervisor, St Tree Lndscp/Pest Control 509 4787 5051 5328 5621 5930 1237 Supervisor, Systems and Programming 547 5782 6101 6438 6791 7166 0279 Supervisor, Water Distribution 509 4787 5051 5328 5621 5930 0280 Supervisor, Water Production 509 4787 5051 5328 5621 5930 Systems Analyst 500 4576 4827 5091 5373 5668 0238 Transportation Manager 568 6425 6779 7152 7545 7959 0239 Traffic Engineer, Associate 525 5184 5469 5769 6086 6420 0258 Water Operations Manager 573 6587 6949 7330 7734 8159 99-01 MEO MOU draft.doc 40 01/12/00 3:19 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 0226 Accountant, Principal 520 5058 5335 5628 5938 6264 Administrative Analyst, Principal 532 5368 5663 5975 6304 6651 7249 Administrative Analyst, Senior 513 4883 5151 5434 5732 6048 1229 Assistant City Attorney 602 7611 8029 8471 8937 9429 2206 Assistant City Clerk 501 4599 4852 5119 5399 5696 0210 City Engineer 605 7724 8148 8597 9071 9570 1209 Civil Engineer, Associate 530 5314 5607 5916 6242 6585 1260 Civil Engineer, Principal 549 5843 6164 6503 6861 7238 1255 Claims Supervisor 523 5132 5415 5713 6027 6358 1262 Construction Manager 537 5503 5807 6126 6462 6817 1203 Community Services Manager 518 5004 5280 5571 5878 6202 1245 Contract Administrator 513 4883 5151 5434 5732 6048 1210 Criminalist, Chief 555 6020 6351 6699 7069 7457 0265 Criminalist, Supervisor 527 5236 5524 5827 6148 6486 1235 Deputy Attorney 1 518 5004 5280 5571 5878 6202 1233 Deputy Attorney II 555 6020 6351 6699 7069 7457 1230 Deputy Attorney III 583 6921 7303 7705 8129 8577 1208 Deputy City Engineer 577 6722 7091 7481 7892 8325 1250 Deputy City Treasurer 561 6204 6545 6906 7285 7686 0241 Deputy Director, Public Works 605 7724 8148 8597 9071 9570 0223 Deputy Director, Rec. Beach Development 583 6921 7303 7705 8129 8577 0249 Economic Development Project Manager 536 5476 5777 6094 6429 6783 0246 Economic Develop Project Mgr., Assistant 505 4690 4949 5221 5509 5812 0290 Finance Officer 581 6855 7233 7630 8050 8492 2203 Fire Medical Coordinator 513 4883 5151 5434 5732 6048 2201 Fire Protection Analyst 513 4883 5151 5434 5732 6048 3636 Geographic Information Systems Manager 530 5314 5607 5916 6242 6585 0205 Housing & Redevelopment Manager 556 6049 6382 6734 7105 7495 Information Systems Analyst IV 525 5184 5469 5769 6086 6420 Information Systems Analyst V 544 5699 6013 6344 6692 7060 Information Systems Analyst, Principal 553 5959 6287 6633 6999 7384 0247 Information Systems Manager 581 6855 7233 7630 8050 8492 1205 Information Systems Manager, Police 562 6235 6578 6940 7322 7724 1216 Inspection Manager 549 5843 6164 6503 6861 7238 1212 Inspector, Electrical Principal 502 4619 4874 5143 5425 5723 99-01 MEO MOU draft 41 01/12/00 3:19 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 1217 Inspector, Plumbing/Mechanical Principal 502 4619 4874 5143 5425 5723 1214 Inspector, Plumbing/Mechanical Chief 492 4396 4638 4893 5162 5446 5210 Investigator 485 4247 4481 4727 4987 5261 3210 Landscape Architect 513 4883 5151 5434 5732 6048 1258 Law Office Manager T 489 4332 4569 4820 5086 5365 Law Office Manager 458 3226 3403 3590 3787 3995 1218 Librarian, Senior 476 4058 4281 4517 4765 5027 1204 Library Services Manager 534 5482 5720 6035 6367 6717 0230 Maintenance Operations Manager 559 6141 6479 6836 7212 7609 0233 Marine Safety Division Chief 555 6020 6351 6699 7069 7457 1263 Permit and Plan Check Manager 558 6110 6446 6802 7176 7571 1266 Plan Checker Building, Senior 530 5314 5607 5916 6242 6585 1211 Planner, Associate 505 4690 4949 5221 5509 5812 1214 Planner, Principal 556 6050 6382 6734 7105 7495 0243 Planner, Senior 536 5476 5777 6094 6429 6783 0203 Police Communications Manager 516 4956 5228 5515 5819 6139 1239 Purchasing and Central Services Manager 522 5108 5389 5685 5997 6326 0262 Real Estate Services Manager 564 6295 6642 7008 7393 7800 1256 Real Property Agent 536 5476 5777 6094 6429 6783 1257 Records Administrator, Police 516 4956 5228 5515 5819 6139 0286 Risk Manager 564 6295 6642 7008 7393 7800 0257 Superintendent, Parks/Trees/Landscape 551 5902 6226 6569 6930 7311 0260 Superintendent, Recreation/Human Svcs 555 6020 6351 6699 7069 7457 0264 Supervisor, Beach Operations 515 4931 5202 5488 5789 6108 0272 Supervisor, Building Maintenance 515 4931 5202 5488 5789 6108 1213 Supervisor, Combination/Structural Inspec. 521 5084 5363 5658 5968 6295 0273 Supervisor, Mechanical Maintenance 515 4931 5202 5488 5789 6108 2283 Supervisor, Parking and Camping Facilities 502 4619 4874 5143 5425 5723 0274 ISupervisor, Parks Maintenance 515 4931 5202 5488 5789 6108 0266 Supervisor, Recreation, Senior 502 4619 4874 5143 5425 5723 0275 Supervisor, Street/Sewer Maintenance 515 4931 5202 5488 5789 6108 0277 Supervisor, St Tree Lndscp/Pest Control 515 4931 5202 5488 5789 6108 99-01 MEO MOU draft.doc 42 01/12/00 3:19 PM MEO MOU EXHIBIT A CITY OF HUNTINGTON BEACH MANAGEMENT EMPLOYEES' ORGANIZATION SALARY SCHEDULE EFFECTIVE DECEMBER 23, 2000 Job Code Classification Range A B C D E 1237 Supervisor, Systems and Programming 553 5959 6287 6633 6999 7384 0279 Supervisor, Water Distribution 515 4931 5202 5488 5789 6108 0280 Supervisor, Water Production 515 4931 5202 5488 5789 6108 Systems Analyst 506 4713 4973 5247 5536 5841 0238 Transportation Manager 574 6618 6982 7367 7772 8200 0239 ffraffic Engineer, Associate 531 5342 5635 5945 6273 6618 0258 Water Operations Manager 579 6788 7160 7554 7970 8408 99-01 MEO MOU draft.doc 43 01/12/00 3:19 PM I &l'*0ji Lei EXHIBIT B DELTA DENTAL PLAN BROCHURE A copy of the Delta Dental Plan Brochure may be obtained from the Personnel Division 99-01 MEO MOU draft.doc 44 01/12/00 3:19 PM ,TlI xiI1TF�I1] EXHIBIT C DELTA DENTAL CARE PLAN BROCHURE A copy of the Delta Care Plan Brochure may be obtained from the Personnel Division 99-01 MEO MOU draft.doc 45 01/12100 3:19 PM NIEO MOU EXHIBIT D EMPLOYEE HEALTH PLAN BROCHURE A copy of the Employee Health Plan Brochure may be obtained from the Insurance and Benefits Division 99-01 MEO MOU draft.doc 46 01/12/00 3:19 PM MEO MOD EXHIBIT E 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 retiree's eligibility to receive further benefits will cease. 2. 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 99-01 MEO MOU draft.doc 47 01/12/00 3:19 PM MEO MOU 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. SCHEDULE OF BENEFITS A. Minimum Eligibility for Benefits - With the exception of an industrial disability retirement, eligibility for benefits begin 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. B. 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. C. Maximum Monthly Subsidy Payments - 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: 99-01 MEO MOU draft.doc 48 01/12/00 3:19 PM MEO MOU Maximum Monthly Payment for Retirements After: Years of Service 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1011192 $ 121 136 151 166 181 196 211 226 241 256 271 286 300 315 330 344 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. 99-01 MEO MOU draft.doc 49 01/12/00 3:19 PM MEO MOB➢ INDEMNITY HEALTH PLAN, EMPLOYEES/RETIREES' YEAR 2000 City Plan - Employees Benefits1 Non -Subsidized Retirees City Plan - Subsidized COBRA -eligibles Retirees Deductible per person $150 $200 Deductible per family $450 $500 Maximum Out of Pocket $1000 per person $1500 per person $2000 per family $3000 per family Note: Retirees who elect to participate in HealthNet or Pacificare shall be entitled to benefits of the program chosen. This summary lists only those benefit 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. 99-01 MEO MOU draft 50 01/12/00 3:19 PM MEO MOU RETIREE SUBSIDY MEDICAL PLAN/MISCELLANEOUS PROVISIONS A. Eli ibili ° 1. The effective start-up date of the Retiree Subsidy Medical Plan for the various employee groups shall be the first of the month following retirement date. 2. A retiree may change plans, add dependents, etc., during annual open enrollment. Personnel shall notify covered retirees of this opportunity each year. 3. Years of service computed for the Retiree Subsidy Medical Plan are actual years of completed service with the City of Huntington Beach. 4. When a retiree is eligible for medical plan coverage at the expense of another employer due to post -retirement employment of the retiree or spouse of the retiree, the retiree and his/her spouse must take that coverage regardless of benefit level and shall be deleted from any City Plan coverage. Exceptions to this requirement are limited to the following: a. A retiree is not required to enroll in such "other" medical plan coverage if there is significant disparity between the benefits provided by the "other" medical plan and the Retiree Subsidy Medical Plan as defined below. "Significant disparity" means coverage available under the "other" medical plan is restrictive or limited in one or more of the following ways: 1) No in -patient hospitalization coverage. 2) No major medical benefits 3) Annual deductible is $1,000 or greater per person. 4) Major medical benefits are paid at 60% or less of covered expenses. b. The Risk Manager will have the authority to provide additional exceptions following review of the "other" medical plan policy. Exceptions will be made only if the "other" medical plan benefit provisions are comparable to the guidelines under B above. c. Miscellaneous Provisions: 99-01 MEO MOU draft 51 01/12/00 3:19 PM MEO MOU 1. Benefits provided under the Retiree Subsidy Medical Plan will be coordinated with the "other" medical plan as the primary carrier. 2. The City shall have the right to require any retiree to provide a copy of the "other" medical plan policy for review by the Risk Manager. 5. When a retiree becomes eligible for the other group coverage and then becomes no longer eligible, he/she may have the subsidy reinstated and regain Retiree Subsidy Medical Plan coverage. 6. Dependents of a retiree may follow him/her into the Retiree Subsidy Medical Plan or they may choose to exercise COBRA rights along with the retiree. 7. When a retiree becomes 65 and has eligible dependents under 65, said dependents are eligible to exercise COBRA rights. 8. When a retiree is under 65 and his/her spouse is over 65, the spouse is not covered. B. Benefits: 1. Retiree Subsidy Medical Plan includes Managed Health Network (MHN), Prescription Card System (PCS), Orange County Preferred Provider Organization (OCPPO) and Medical Stop Loss insurance. 2. City Plans are the primary payer for active employees age 65 and over, with Medicare the secondary payer. Retirees age 65 and over have no City Plan options and are eligible only for Medicare. 3. Premium payments are to be received at least one month in advance of the coverage period. C. Subsidies: 1. The subsidy payments will pay for: a. Retiree Subsidy Medical Plan. b. HealthNet. c. Pacificare. d. Part A of Medicare for those retirees not eligible for paid Part A. 99-01 MEO MOU draft.doc 52 01/12/00 3:19 PM MEO MOU 2. Subsidy payments will not pay for: a. Part B Medicare. b. Regular City Employee Indemnity Plan. c. Any other employee benefit plan. d. Any other commercially available benefit plan. e. Medicare supplements 3. Employees who retire on or after the following dates shall be eligible for the subsidy based on years of completed service with the City. October 1, 1987: MEO, MEA, POA, MSOA, FA and PMA. July 1, 1988: Non -Represented. Retirees who retire prior to the above dates are not eligible for any subsidy benefit. D. Medicare: 1. All persons are eligible for Medicare coverage at age 65. Those with sufficient credit quarters of Social Security will receive Part A of Medicare at no cost. Those without sufficient credited quarters are still eligible for Medicare at age 65, but will have to pay for Part A of Medicare if the individual elects to take Medicare. In all cases, Part B of Medicare is paid for by the participant. 2. When a retiree and his/her spouse are both 65 or over, and neither is eligible for paid Part A of Medicare, the subsidy shall pay for Part A for each of them or the maximum subsidy, whichever is less. 3. When a retiree at age 65 is eligible for paid Part A of Medicare and his/her spouse is not eligible for paid Part A, the spouse shall not receive subsidy. When a retiree at age 65 is not eligible for paid Part A of Medicare and his/her spouse who is also age 65 is eligible for paid Part A of Medicare, the subsidy shall be for the retiree's Part A only. E. Cancellation: 1. For retirees/dependents eligible for paid Part A of Medicare, the following cancellation provisions apply: 99-01 MEO MOU draft.doc 53 01/12/00 3:19 PM MEO MOU a. Coverage for a retiree under the Retiree Subsidy Medical Plan will be eliminated on the first day of the month in which the retiree reaches age 65. If such retiree was covering dependents under the Plan, dependents will be eligible for COBRA continuation benefits effective as of the retiree's 65th birthday. b. Dependent coverage will be eliminated upon whichever of the following occasions comes first: 1) After 36 months of COBRA continuation coverage, or 2) When the covered dependent reaches age 65 in the event such dependent reaches age 65 prior to the retiree reaching age 65. c. At age 65 retirees are eligible to make application for Medicare. Upon being considered "eligible to make application", whether or not application has been made for Medicare, the Retiree Subsidy Medical Plan will be eliminated. 2. See provisions under "Benefits", "Subsidies", and "Medicare" for those retirees/dependents not eligible for paid Part A of Medicare. 3. Retiree Subsidy Medical Plan and COBRA participants shall be notified of non-payment of premium by means of a certified letter from Personnel in accordance with provisions of the Memorandums of Understanding. 4. A retiree who fails to pay premiums due for coverage and is in arrears for sixty (60) days shall be terminated from the Plan and shall not have reinstatement rights. 99-01 MEO MOU draft.doc 54 01/12/00 3:19 PM MEO MOU EXHIBIT F VEHICLE USE ASSIGNMENT ADMINISTRATIVE REGULATION See Administrative Regulations Pages Following this Exhibit Header Page 99-01 MEO MOU draft.doc 55 01/12/00 3:19 PM MEO MOU EXHIBIT G PHYSICAL EXAMINATION DESCRIPTION I. Complete Health History II. Complete Physical Examination by Physician III. Computer Printout: A. Physiological Tests: 1. Temperature 2. Height 3. Weight 4. Vision 5. Audiometry (Hearing Screening) 6. Blood Pressure 7. Pulse 8. Chest X-Ray 9. EKG 10. History 11. Tonometry (Glaucoma) for patients 35 and over. 12. Spirometry (Breathing) B. Laboratory Tests: 1. Blood Chemistry Screening Tests: SGPT Triglycerides SGOT Glucose Fasting LDH BUN Alk. Phosphatase Creatinine Total Bilirubin Uric Acid Total Protein Calcium Albumin -Serum Inorganic Phosphate Globulin Sodium Cholesterol Postassium 2. Complete Blood Count 3. Urinalysis 4. Stool Test for Blood 5. RPR 6. Pap Smear on Females 7. HDL IV. Examination Findings: A. Consultation with Physician B. Written Report of Findings 99-01 MEO MOU draft.doc 56 01/12/00 3:19 PM r �T INITIATING DEPARTMENT: Administrative Services SUBJECT: Approve MOU with MEO COUNCIL MEETING DATE: January 18, 2000 RCA ATTACHMENTS STATUS 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) Not Applicable 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) Not Applicable Bonds (If applicable) Not Applicable Staff Report (If applicable) Not Applicable Commission, Board or Committee Report (If applicable) Not Applicable Findings/Conditions for Approval and/or Denial Not Applicable EXPLANATION FOR MISSING ATTACHMENTS REVIEWED RETURNED FORWARDED Administrative Staff ( ) ( ) Assistant City Administrator (Initial) ( ) ( ) City Administrator (Initial) City Clerk ( ) EXPLANATION FOR RETURN OF PUBLIC COMMENTS /GIJS City Council Meeting — 18 January 2000 AEo p+ADEAPARTOFTHEREC9RDATTHE Agenda Items F-1, F-2 and F-3 COUIvi;IL MEETING OF `` —«- OFFICE OF THE CITY CLERK GJiNi,.;c BROCKWAY, CITY CLERK Pvdl' ` C� Good evening. My name is Chuck Scheid. I am a resident of Huntington Beach. I recommend that you pull Agenda Items F-1, F-2 and F-3 to allow more time for detailed consideration. I remain convinced that the Compensation and Classification Study is badly flawed, even after talking with the consultant, Doug Johnson, for about one hour last Friday. Just one example this evening. Many more to come in future weeks. For the Criminalist Supervisor position, benchmark data were obtained from four cities. We would like a larger sample size, of course, but decisions were made in other cases based on samples of four and, in some cases, on samples of three. The data show that our supervisor was already paid much higher than the 75tn percentile; in fact, about $450 per month more than the highest paid employee of the four cities with comparable jobs. But these data were discarded in favor of using the current salary of the man who reports to the supervisor, the Senior Criminalist. No comparative data are provided for this individual at all. It is apparently just assumed that his existing salary is "about right." Now if we use the internal guideline that a supervisor "typically" makes about 15% more than those he supervises, we have to give the supervisor a $260 per month increase. With the 4% general increase tacked on top of that, the Criminalist Supervisor now makes nearly $1000 per month more than the highest paid employee of the four cities with comparable positions, almost $12,000 per year more. Interestingly, if we look at the "Criminalist" job family that was in place, and use the so-called "internal relationship guidelines," we find that the Senior Criminalist, chosen as a baseline with no supporting data, is out of line and seems to be significantly overpaid. No wonder that a salary derived from his salary gets even farther out of line. Mr. Johnson will probably discuss this item later and make it all sound plausible, mentioning, I might speculate, other data not in the report, additional telephone conversations, possible misinterpretation of the data by me, his experience, etc. I'm like Will Rogers — I only know what I read in the papers - or in this case the Final Report and the backup data provided so far. You are really giving away the store, understand the future financial implications for further review. Thank you, Mr. Mayor. Chuck Scheid (714) 536 -7077 folks. I can't believe that you fully . I again urge you to table these items 415 words R--m Li �I Classification and Compen ation Study City of Huntingto each i � January 18, 2000 L ':I IA 'Effective ie Compensation Pla � If ability �b--attract and a qualified • ''f ' M . r f i� 9fl/, III -Conduct a base s-a ' lary study usin compara I Analyze market survey d a,I� an Examine � authority, responsibility, and span o III, ' I14 I� 'Study Objectives i *-C,onduct ,I' internal relationship Ii a guidelines and rectify s6-1-ary com cti"On develop consistent internal relatiorlsh4o problems ��- `�� Present specific salary recomme,n��t,,, Jit n s results based i the market and internal r s,- • unem loyrnen`t"rate is at its love ® 2.1% in Orange County ® 1.6% in Huntingtonn-Beach • Huntington Beach ranks 98t" in tI cities in per employees ca ita p capita". ® Orange County and Huntin tonI cost of living m. ® There has been a rapid rise in t e pay levels for Engineers, Information System ,_Financial Analysts, etc. ® City -required dru testin -of pr s ective employees ® Regional cost of living increase f112o6% since 193 with 4% employee pay incre ses during same period Ilk ITI / f' ® -Gor hic Proximity - employe s in direct competition with the ---city to recruit and retain personnel Employer Size - employers-.,simila in size an, complexity offer the greater likeli od that comparable positions exist �o ® Nature of Services Provided - � ® Employers compete with one anothe for-e ployees- ® Employers have comparable jobs ® Employers have similar organization I and eco mic characteristics Buena a Costa Mesa Fountain Valley Fullerton Garden Grovt ® Irvine ® Missi n Viejo New ®rt Beach ® ®ran e ♦ Santa ­, na ® Tustin ® esansr Labor Market Position Market 75th Percentile Reco ended 'Johnson & Associates bas upon: *-The City's Abilityay ♦ Priority of Compensati \versus Cther Expenditures ♦ Recruitment and Retention (turinov r) problems ♦ Comparability of the Survey Agenci ♦ Quality of Staff Required *-Benchmark classes were establis ed using the market data ♦ Internal relationship guidelines us d to establish salary ranges for classes within a related series (Classification Relationship Chart) Classification Relationship" Percentage Differential Entry Level to Journey Level 10 o Journey Level to Advance ourney"Leve o Lead voer Subordinate Class o Specialized ass Over Related Class o - o upervisor anager Over Subordinate Class 15% Recognition of Certification/Reg istration �\ o Historical ay Relationships, Where Appropriate Consideration of Scope of Impact and Magnitude o sourcesp anage IE-qua Fy Relationships between Peer Level fessiond1ka-ndanager *-Salary levels for`non-benchmark j b classes not within structured serie were set relative to closest related clas . Factors considered include -,expert se, independence, scope and impact Of Y o res nsibilities, and similarity of `o pJ , functions ♦ Salary ranges for supervisors and management classes were establishe using the internal relationship guideline a PUBLIC COMMENTS 6"4 AND City Council Meeting — 18 January 2000 MIIAD FROM AND hr ADE APART OF THE REC RD AT T E Agenda Items F-1, F-2 and F-3 COUN011 MEETING OF «- OFFICE OF THE CITY CLERK GJN iL: BROCKWAY, CITY CLERK R)b ► , C Ge-� Good evening. My name is Chuck Scheid. I am a resident of Huntington Beach. I recommend that you pull Agenda Items F-1, F-2 and F-3 to allow more time for detailed consideration. I remain convinced that the Compensation and Classification Study is badly flawed, even after talking with the consultant, Doug Johnson, for about one hour last Friday. Just one example this evening. Many more to come in future weeks. For the Criminalist Supervisor position, benchmark data were obtained from four cities. We would like a larger sample size, of course, but decisions were made in other cases based on samples of four and, in some cases, on samples of three. The data show that our supervisor was already paid much higher than the 75tn percentile; in fact, about $450 per month more than the highest paid employee of the four cities with comparable jobs. But these data were discarded in favor of using the current salary of the man who reports to the supervisor, the Senior Criminalist. No comparative data are provided for this individual at all. It is apparently just assumed that his existing salary is "about right." Now if we use the internal guideline that a supervisor "typically" makes about 15% more than those he supervises, we have to give the supervisor a $260 per month increase. With the 4% general increase tacked on top of that, the Criminalist Supervisor now makes nearly $1000 per month more than the highest paid employee of the four cities with comparable positions, almost $12,000 per year more. Interestingly, if we look at the "Criminalist" job family that was in place, and use the so-called "internal relationship guidelines," we find that the Senior Criminalist, chosen as a baseline with no supporting data, is out of line and seems to be significantly overpaid. No wonder that a salary derived from his salary gets even farther out of line. Mr. Johnson will probably discuss this item later and make it all sound plausible, mentioning, I might speculate, other data not in the report, additional telephone conversations, possible misinterpretation of the data by me, his experience, etc. I'm like Will Rogers — I only know what I read in the papers - or in this case the Final Report and the backup data provided so far. You are really giving away the store, folks. I can't believe that you fully understand the future financial implications. I again urge you to table these items for further review. Thank you, Mr. Mayor. Chuck Scheid 415 words (714) 536 -7077