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HomeMy WebLinkAboutAgenda Report - May 16, 2012 C-11AGENDA ITEM Co • I k CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Adopt Resolution Approving Changes to Memorandum of Understanding for AFSCME — General Services and Maintenanceand Operators, Lodi Professional Firefighters, and Lodi Mid -Management, Amendment to the Executive Management Statement of Benefits, and Changes to Confidential Employee Benefits MEETING DATE: May 16,2012 PREPARED BY: Human Resources Manager RECOMMENDED ACTION: Adopt resolution approving changes to memorandum of understanding for AFSCME — General Services and Maintenance and Operators, Lodi Professional Firefighters, and Lodi Mid -Management, amendment to the Executive Management Statement of Benefits, and changes to Confidential employee benefits. BACKGROUND INFORMATION: The proposed changes are a consequence of contracts approved for various bargaining groups allowing for other groups to receive the same benefits (me -too language), and to update some aspects of recently approved MOUs. The proposed changes are as follows: Executive Management and Council Appointees — The amended Executive Management Statement of Benefits is included in Appendix A The amended Statement of Benefits includes modifications to retirement and medical insurance as directed by Council in their March 21, 2012 meeting. The statement has also been amended to conform to existing City Policies. Mid -Management MOU — Amend Article XVII (Long -Term Disability) as follows: "A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66-2/3 percent to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences sixty (60) days from the date of disability. Please refer to the City's Policy on Long Term Disability. The maximum length of coverage is three (3) years from date of disability." Additionally, add classifications of Wastewater Plant Superintendent, Chief Water Treatment Plant Operator, Assistant Planner, and Assistant Engineer to the list of those positions represented by the Mid -Management Association (Appendix B). Confidential — Non-exempt employees — ModifyCaIPERS retirement contribution and furloughs to be consistent with similar benefits authorized by Council on April 18, 2012 for the AFSCME General Services bargaining group. Thus, for Confidential— Non-exempt employees their additional benefits Bartlam, City Manager would be: • Add (24) twenty-four hours of floating furloughs to be used by December 31, 2012 and (48) forty-eight fixed furlough hours from July 1, 2013 to December 31, 2013. • Employees will continue to pay 1 percent of the employee's share of retirement through December 31, 2012. Beginning January 1, 2013 employees agree to pay 3.3 percent share of their retirement costs through December 30, 2013. Beginning December 31, 2013 employees agree to pay the full 7 percent share of retirement costs and there will be no further unpaid furlough days. • Those employees whose annual base salary, adjusted for furloughs, is less than $40,000 will have their medical insurance premiums calculated according to Appendix C. This change will mirror the calculationfor the AFSCME bargaining groups. • Include long-term disability benefit as detailed in Mid -Management section of this Council Communication. Confidential — Exempt employees - Include long-term disability benefit as detailed in Mid - Management section of this Council Communication. AFSCME — General Services and Maintenance and Operators MOU's were revised so the structure and organization of the articles would be consistent between the two agreements. There is no change to any term or condition of the MOUs as a result of the reorganization. Please see Appendix D for a revised copy of the General Services MOU and Appendix E for a revised copy of the Maintenance and Operators MOU. Appendix E also includes a revised salary chart that includes updates that were approved by Council at their March 21, 2012 meeting. Firefighters - Revise salary chart to reflect Emergency Medical Technician incentive being included into base salary (Appendix F) as approved by Council at their April 18,2012 meeting. FISCAL IMPACT: No fiscal impacts that have not already been presented to council FUNDING AVAILABLE: Not applicable Jordan -Ayers, Deputy City Ma ger/Internal Services Director Dean Gualc , Human Resources Manager Attachments APPENDIX A EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS MARCH 18,1998 AMENDED BY ACTION OF THE CITY COUNCIL ON MAY 16,2012 INDEX A R Administrative Leave 10 Retirement 8 At -Will Status 10 S C Sick Leave 12 CatastrophiceLeave$efik 24 Sick Leave Conversion 13 Compensation 2 Stipulation0fof Benefits 4 D T Deferred Compensation 5 Tuition Reimbursement 22 Dental Insurance 17 V E Vacation Leave 9 Executive Management Classifications 1 Vision Insurance 18 Executive Physical Examination 15 W F Witness Subpoenas 25 Flexible SpendingAccount 6 Family Medical Leave 21 H Holiday Leave 11 Hours M a n d Overtime 7 J Jury Duty 25 L Leaves a n d Leaves9fof Absence 21 Life Insurance 19 Long -Tenn Disability Insurance 20 M Medical Insurance 16 P Professional Liability 23 Formatted: Font: Bold 1 CITY OF LODI EXECUTIVEMANAGEMENT STATEMENT OF BENEFITS March 1998 ARTICLE I - EXECUTIVE MANAGEMENTCLASSIFICATIONS/AT WILL STATUS 1.1 1.2 1.3 1A 1.5 1.6 1.7 Executive Management employees are "at -will" and serve at the pleasure of the appointing authority. Executive Management employees fall under three categories: City Council appointees; City Manager appointees; and Library Board appointee. Classificationswhich serve at the pleasure of the City Council are as follows: City Attorney City Clerk City Manager Classificationswhich serve at the pleasure of the City Manager are as follows: Community DevelopmentDirector Deputy City ManagerMtemal Services Director Economic Development Coordinator Electric Utility Director Fi e T;« ..t.. Fire Chief Parks, -and-Recreation and Cultural Services Director Police Chief Public Works Director The Library Services Director serves at the pleasure of the Library Board. Employment with the City of Lodi shall serve as employees sole and exclusive employment unless otherwise approvedby the City Manager. Upon hire, Executive Management employees will be subject to a contract as a condition of employment. To the extent that language in the contract entered into between the City and an Executive Management employee is found to conflictwith this statement of benefits, the language of the contract shall govern. CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March, 1998 2.1 2.2 2.3 ARTICLE 11 —COMPENSATION Purpose of the Executive Management Compensation System The primary purpose of the Executive Management compensation system is to recruit and retain the best available talent for a given position and provide incentives for peak performance. This requires that pay ranges be competitive in making the City a desirable place to work and that a rational pay and incentive system be in place. Compensation Principles The principles by which Lodi's Executive Management compensation system operates are: • Market Equity: Salary ranges for a given position will normally be similar to salary ranges of comparable agencies for which the City of Lodi competes for employees. • Compensation: The compensation of Executive Management employees will be based on performance, market, and needs of the City. Accordingly, managers will receive as a minimum an annual performance evaluation developed between the City Manager and the employee. Definitions 1. Control Point — a point upon which the salary range for an Executive Management position is based. The bottom of the range is 10% below the Control Point, and the ceiling of the range is 10% above the Control Point. Control Points are recommended by the City Manager and approved by the City Council, using external salary comparisons and internal salary relationships. While there are no "steps" in Executive Management salary ranges, the Control Point may be considered to be similar to the "C" step for positions with steppedpay ranges. 2. Cost Of Living Increase — an increase to the Control Point for each Executive Management position as approved by Council. A Cost Of Living increase to the actual salary of an employee is subject to approval by the City Manager. 3. Equity Increase — a change in the Control Point for a specific Executive Management position, apart from the Cost Of Living increase, approved by City Council. An Equity increase may be justified based upon organizational changes, internal comparisons and/or external market equity survey data. " mar4e` 9uFY Y Wi be p@FfeFmed at a minimum of ease eveFy three (3) yeafs. 4. Performance Increase — a salary increase granted by the City Manager to an individual whose performance regularly exceeds j ob standards for that position. A CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 2.4 2.5 2.6 2.7 Performance Increase is designed to apply to a specific individual occupying an Executive Managementposition and will not raise the Control Point for that position. A Performance Increase may be granted up to a maximum of 10% percent above the Control Point for that position and shall not exceed the salary range. Normally performance increases will occur in steps of 5%. 5. Salary Range — a range of compensation, the bottom of which is 10% below the Control Point, and the ceiling of which is 10% above the Control Point for an Executive Managementposition. General Provisions 1. The Control Point will be the highest salary which an employee may receive, except for Performance Increases as determined by the City Manager. 2. General adjustments to Executive Management salary ranges will be made by moving the Control Point in the amount approved by the City Council as a Cost Of Living increase or by salary survey. Executive salaries will be moved in relation to Control Point changes as determined by the City Manager. Appointments A person appointed to an Executive Management position will receive a salary no less than 10% below the control point or 10%above the control point. Performance Review — First Year After six months from the original date of appointment and with a satisfactory performance evaluation, the City Manager may grant an increase in salary of not more than 5%. At one year from the original date of appointment, the City Manager may grant an increase in salary of not more than 5%. Annual Performance Review The City Manager will develop an annual performance evaluation with each employee which will include goals and objectives in the City's Financial Plan and Budget and other objectives as may be considered to be appropriate. CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 3.1 3.2 3.3 ARTICLE III —STIPULATION OF BENEFITS The benefits described herein, reflect the type and, as appropriate, level of benefits offered to Executive Management employees at the time upen-whleh-this Statement of Benefits was revised amended (5/16/201244/97). The City reserves the right at anytime to modify the type and level of benefits offered to Executive Management employees to the fullest extent permitted by law. This Statement of Benefits describes fully all matters relating to salary, benefits, hours, leaves, and holidaysconferred to Executive Management employees. No additional benefit may be conferred by the City or any City employee to Executive Management employeesunless authorized in writing by the City Council by formal action. The City shall not be required to provide afebthe benefits described in this Statement of Benefits if individual members are ineligible due to law or regulations. CITY OF IMI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 4.1 4.2 ARTICLE IV —DEFERRED COMPENSATION Executive Management employees may participate in the City's Deferred Compensation Plan. Investment options available to participants are specified in the prospectuses of the Deferred Compensation administrators. Eligibility is determined by applicable laws and carrier plans. City will match up to a maximum of 3.0% of base salary for Executive Management employees participating in the City's Deferred Compensation Plan, effective as of June 25,2012. CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 5.1 5.2 ARTICLE V —FLEXIBLE SPENDINGACCOUNT Executive Management employees shall have the option of participating in the Flexible Spending Account (Section 125 Plan). Specifics regarding the conditions and administration of the plan are available from the administrators. Elections for the calendaryear will be made during the designated open enrollment period, or if a change in family status occurs. CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 6.1 6.2 6.3 ARTICLE VI —HOURS AND OVERTIME In addition to working schedules consistentwith regular business hours, Executive Management employees are required to work hours beyond regular business hours as determined by the scope of a position's responsibilities, and in accordancewith business necessity and the needs of the City. Executive Management positions are considered exempt from the overtime provisions of the Fair Labor Standards Act, and shall not be eligible for compensatory time off (CTO), except where a Federal emergency is declared. The City Manager will make determinations for compensation under these circumstances on a case by case basis. Upon promotion into an Executive Managementposition compensatory time accrued must be paid or used prior to the promotion. CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March, 1998 ARTICLE VII - RETIREMENT 7.1 The City of Lodi provides retirement benefits through the Public Employees Retirement System. Executive Management employees shall receive the following retirementbenefits. The Police Chief is covered under Police, the Fire Chief is covered under Fire and all other Executive Management employees are covered under the Miscellaneous category. Police 32% at 50 plan • 1959 Survivors Benefit • Employees' 9%paid by G4yEmployee • Credit for " ' Formatted: Bulletsand Numbering Unused Sick Leave • Military Service Credit as Public Service Fire 33% at 50 plan • 1959 Survivors Benefit • Employees' 9%paid by CkyEmployee • Single highest year • + edit for " ""-{ Formatted: Bulletsand Numberinq Unused Sick Leave • Military Service Credit as Public Service Miscellaneous 2% @ 5568 plan • 1957 Survivors Benefit • 1959 (Plus 25%) Survivors Benefit • Ordinary disability vested at 30% at 5 years increasing 1 %per year to maximum of 50% • 50% survivors continuation • Employee's 7% paid byG}Employee • + —9oIt for Formatted: Bulletsand Numberina Unused Sick Leave • Military Service Credit as Public Service t Formatted: Left The City plans to revise its miscellaneousretirement formula for new City hires to a 2% at 60 formula. Executive Management employees (with the exception of Police Chief and Fire Chief) who are hired by the City after the City transitions to 2% at 60 (which will occur immediately after the City receives CalPERS approval of the change) will be subject to the new retirement formula of 2% at 60. Executive Management employees (with the exception of Police Chief and Fire Chief) hired prior to CalPERS approval will remain at the formula for Miscellaneous as set forth above. 8 The City plans to revise its public safety retirement formulafor new City hires to a 3% at 55 formula. Any Police Chief or Fire Chief hired by the City after the City transitions to 3% at 55 (which will occur immediately after the City receives Ca1PERS approval of the change) will be subject to the new retirement formula of 3% at 55. Any Police Chief or Fire Chief hired prior to Ca1PERS approval will remain at the formula for Police and Fire as set forth above. i Formatted: Left CITY OF LODI EXECUTIVE MANAGEMENT STATEMENTOF BENEFITS March. 1998 ARTICLE VIII -VACATION LEAVE 8.1 8.2 Employees hired into an Executive Managementposition prior to July 1, 1994 shall receive the following vacation benefits: Beginning with: Date of Hire: 6th year 12thyear 15thyear 21 st year 22nd year 23rd year 24th year 25th year 3.08 hours per pay period 4.62 hours per pay period 5.23 hours per pay period 6.16 hours per pay period 6.47 hours per pay period 6.78 hours per pay period 7.09 hours per pay period 7.40 hours per pay period 7.71 hours per pay period (10 &540.08 hours per year) (120.12 hours 15 per year) (135.98 hours! days per year) (29 Sys 160.16 hours per year) (21 days 168.22 hours per year) (22 days 176.28 hours per year) (23 days 184.34 hours per year) (24 days 192.40 hours per year) (' `200.46 hours per year) Employees hired into an Executive Managementposition after July 1, 1994 shall receive the following vacation benefits: 8.3 8.4 Employees promoting into an Executive Management position will follow the vacation schedule referenced in articles 8.1 or -8.2, eF44, dependingupon their initial employment date with the City of Lodi. ,The maximum amount of unused vacation hours that an employee may accrue, at any_ _,._- 4 Formatted: Not Hiahiiaht ------------------------------------------------------------------------- ------ give time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. 10 Beginning with: Date of Hire: 3.08 hours per pay period -(80.08 hours 10 days per year) 6th year 4.62 hours per pay period -(120.12 hours 15 days per year) 12thyear 5.23 hours per pay period 4135.98 hours P days per year) 15thyeartabove 6.16 hours per pay period 4160.16 hours 20 clays per year) 8.3 8.4 Employees promoting into an Executive Management position will follow the vacation schedule referenced in articles 8.1 or -8.2, eF44, dependingupon their initial employment date with the City of Lodi. ,The maximum amount of unused vacation hours that an employee may accrue, at any_ _,._- 4 Formatted: Not Hiahiiaht ------------------------------------------------------------------------- ------ give time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. 10 CITY OF LODI EXECUTIVEMANAGEMENT STATEMENT OF BENEFITS March. 1998 8.5 Under extenuating circumstances, requests to accrue vacation leave over the maximum may be authorized by the City Manager. in -A effileafidaFyeaf unless auther4zed by the City Manageft; Vacation leave may be varied for Council appointees. m 9.1 ARTICLE IX –ADMINISTRATIVE LEAVE Beginning calendaryear 1998, Administrative Leave will be given on a calendaryear basis. To implementthis change, employees will be creditedwith 40 hours of AdministrativeLeave in January of 1998 (coupled with the 80 hours received in July of 1997), for a total of 120 hours to be used by December 31,1998. –From 1999 forward, employees will be credited with 80 hours AdministrativeLeave in January of each year. Administrative Leave balances must be used pr4e • te Deeembw I O'h of eaeh yesr: no later than the pay period in which December 31" falls. 9.2 ] New Executive Management employees or employees becoming eligible due to a F ------ Formatted: Indent: Left 0.5" promotion to Executive Management receive AdministrativeLeave on a prorated basis, with eiW.67 hours granted for each full calendar —month remaining in the calendar year with a maximum of 80 hours. 9.3 Executive Management Gmployees separatingmid-year will receive a cash ----"' Formatted: Indent: Left 0.5" payout for unused Administrative —Leave n a 9.4 prorated basis in accordance with 9.2. Cash out of up to 40 hours of Administrative Leave will be restored to Executive Management employees effective January 1, 2013. Executive Management Gmployees may request that up to 40 hours of AdministrativeLeave be taken as cash payment during the calendar year 2013, and each calendaryear thereafter, except in the months of May and June. A request to cash out Administrative Leave must be in writing and submitted to the Finance Department. 12 10.1 10.2 10.3 10.4 ARTICLE X — HOLIDAY LEAVE Executive Management shall receive-€burM floatinghol hours andthe following eight -nine and one-half fixed holidays: • New Year's Day • Martin Luther King Day • President's Day • Memorial Day • Independence Day • Labor Day • Thanksgiving Day • Day after Thanksgiving Day • Christmas Eve (4 hours) • Christmas Day January 1 3`d Monday in February_ 3rd Monday in February Last Monday in May July 4 1stMonday in September 4th Thursday in November Friday after ThanksgivingDay December 24 December 25 Formatted: Indent: Left: 0.5", Bulleted + ---- --------Level: 1 + Aligned at: 0.25" + Tab after: 0.5" + Indent at: 0.5", Tab stops: 0.75', List tab + Not at 0.5 Formatted: Bullets and Numbering Formatted: Superscript Fixed holidays occurring on Saturdays shall be observed on the preceding Fridays; Sunday holidays will be observed on the following Mondays, with the exception that if the following Monday were a holiday, the Sunday holiday would be taken on the preceding Friday. Holiday hours may not be carried into the following calendaryear. If hired or separated at any time other than the beginning of a calendar year, employee shall be credited or debited with fixed holidays remaining in the year. The 36 floatinghours will be prorated as follows: Hired or Separated Jan -March April -June July -Sept Oct -Dec lis -Hours Credited 364 273 183 91 13 Bays -Hours Debited 273 182 91 0 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 ARTICLE XI — SICK LEAVE Sick Leave is earned at the rate of 3.70 hours per pay period with no limit on the amount that can be accumulated. .. .- ------ Formatted: Body TeDd Indent 12.1 ARTICLEXII —SICK LEAVE CONVERSION Executive Management hired prior to July 1, 1994, after 10 years with the City and only upon retirement, may convert their accumulated sick leave time to medical insurance premiums or cash under the following options: OPTION # 1- "Bank" The number of accumulated hours shall be reduced by 16-2/3 % and the remaining balance converted into days. The days are then multiplied by the current monthly premium being paid by the City for the employee and, if applicable, his/her dependents. Fifty percent (50%) of that dollar amount will be placed into a "bank" to be used for medical insurancepremiums for the employee, and if applicable, his/her dependents. For each year of employment over 10 years, 2.5% will be added to the 50% used in determining "bank" amount. Total premiums shall be paid from the Bank until its depletion, at which time the conversion benefit stops. In the event the retiree dies, the remaining bank will be reduced by 50% and the survivor may use the bank until the balance is gone. Employees may elect to defer using this sick leave conversion option for a period of up to five years following retirement. OPTION#2 - "Conversion" The number of accumulated hours shall be multipliedby 50% and converted to days. The City shall pay one month's premium for employee and dependents for each day after conversion. For each year of employment in excess of 10 years, 2.5% shall be added to the 50% before conversion. The amount of premium paid shall be the same as the premium paid by the City at the time of retirement. In the event any differences are created by an increase in premiums the difference must be paid for by the employee. The City shall allow a surviving dependent of a retiree enrolled in the Sick Leave Conversion program to purchase medical insurance at the employee only premium for the same period as if the retiree had not died. OPTION#3 - "Cash -Out" A retiring employee will be able to choose a cash pay-off of accumulated sick leave at the rate of 30% of base pay per hour. No further medical benefits will be availablethrough the City of Lodi. 15 12.2 12.3 12.4 12.5 12.6 12.7 Employees hired after July 1, 1994will not have the option of converting unused sick leave time into medical insurance premiums or cash as referenced in OPTION 1-3. In the event an active employee dies before retirement and that employee is vested in the Sick Leave Conversionprogram (10 years)the surviving dependents have an interest in one-half (1 /2) the value of the bank as calculated in section 12.1. A retiree or surviving dependent, upon expiration of City -paid coverage, if any, has the option of purchasing at the prevailing rate additional medical insurance for an unlimited amount of time. Out of area retirees may receive reimbursement for medical insurance premiums up to the City's liability as specified in Section 12.1; Option #2. Only one City of Lodi employee may carry dependent coverage for another City employee, therefore, upon retirementthe employee may re -enroll as an individual into the health plan in order to take advantage of the Sick Leave Conversionprogram. The City has modified its contractwith PERS to add credit for unused sick leave per Government Code Section 20868.8. This benefit is available to all employees regardless of date hired; however, it is the only sick leave conversionbenefit available to employees hired after the effective date of July 1, 1994. It is agreed that eight hours equals one day for purposes of determine days creditable. If an employee opts to solely utilize the provisions of another option, other than 12.7, the City will report to PERS that they have zero hours of unused sick leave. If an eligible employee opts to utilize this option in conjunction with other sick leave conversion options (see article 12.8), the City will report to PERS a pro rata portion of the unused sick leave. Example: Sally has I000hours of sick leavewhen she retires after 10years of city service. She opts to cash out 200 hours and requests that the remaining 800 hours be used for PERS credit. The City will report 800 hours of unused sick leave to PERS. 12.8 An employee may opt to combine more than one sick leave conversion option as long as the total time utilized does not exceed the employee's total accumulated sick leave balance. Example: Joe has 1000hours of sick leave when he retires after 10years of city service. He opts to cash out 500 hours and requests that 500 hours be converted into medical premiums. 16 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS MM3:. 1998 13.1 494 ARTICLE XIII —EXECUTIVE PHYSICAL EXAMINATION Effective as of May 16,2012, Executive Management employeeswill no longerbe reimbursed for the costs not covered by medical insurance for eexpletean annual executive physical examination. as deemed neeessary by the 17 14.1 14.2 14.3 ARTICLE XIV —MEDICAL INSURANCE Executive Management employees are pharmmeutieal iRsufaaee. Should ahempleyee decide to eleet single medieal eePefage, the Gity of Lodi will depesit $25.00 peF pay period h4e the empleyees defefFed eefapeasafienaeeetifit. if Re eevefage is eleeted $71.15 per- pay peried will be deposited ffered medical insurance for themselves and dependentsthroughCal-PERS-Medical Plans. Cityshallpay 100%ofthe premium for employee's family category (Family, Employee+l, Single) for the lowest cost PERS HMO available in the Ci of Lodi's go a hic excluding PORAC)_as ___ Formatted: Font: 12 pt .......----- ----------- --- of January 1,2012. The City will waive the current employeemedical premium contribution (currently $80 and $104 for employee+I and family coverage, respectively). If employee selects a higher cost medical plan, employee will pay the difference as a payroll deduction. If employee elects not to be covered by medical insurance through the City, an additional $692.81 per month for Family or $532.92 for Employee+l or $305.22 for a Single employee, will be added to either the employee's deferred compensation account or paid in cash. In order to qualify for this 'cash -out' provision, proof of group insurance coverage must be provided to the City. Executive Management Employees will pay 100% of the change in medical costs beginning January 2013. The baseline will be the January 2012 lowest costs PERS HMO for the employee's family category (Family, $1,587.14; Employee+l, $1,220.88; Single, $610.44). ------- Formatted: Indent: Left: 0.5" 1 Only one City of Lodi employee may carry dependent coverage for another City employee. Co -payments incurred due to the loss of dual coverage will be reimbursedby the City of Lodi on a quarterlybasis. ...... Formatted: Indent: Left 0" 18 The City intends to propose a Cafeteria-basedbenefit program in 2012 with an effective date of January 1,2013. This program would incorporate, but not be limited to: medical, vision, dental, chiropractic, and life insurance. 19 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS MXdL 1998 15.1 15.2 ARTICLE XV —DENTAL INSURANCE Executive Management employees are provided fully paid family dental insurance. Maximum benefits are $1,000 for each family member enrolled into the dental plan, per calendaryear. There is a $25 deductible plus co-insurance features. 20 16.1 ARTICLE XVI —VISION INSURANCE Executive Management employees are provided with sfamily vision care insurance through Vision Service Plan (VSP). ..la with a $25 -'edustible;Services and amount of coverage are outlined in the VSP Summary of Benefits on file with Human Resources. 21 17.1 ARTICLE XVII —LIFE INSURANCE Executive Management employees are provided with term life and accidental death/dismemberment insurance. In general, the benefits are as follows: gxe,.• tWe " a na*emeatClassification Benefit Council Appointees (City Manager, 1-1/2 times annual salary rounded to the next City Attorney, and City Clerk) highest $1,000, plus $12,000. Pell .e as 4 ^� Executive Management employees 4442- times annual salary rounded to next -other than Council Appointees highest $1,000 plus $2,000. All -et eF &eoutive Mss merit 1 112 fimes annuel salary retarded to the ne*------i Formatted: Indent: Left: Whighest 1 $1,090,pluss 090. —Maximum life insurance benefit for Executive Management employees -is $150,000. 17.2 17.3 17.4 Life Insurance includes dependent coverage as follows: Spouse dependent $1,500 Unmarried child dependent (age 6 months to 21 years) $1,500 Unmarried student dependent (age 21-22) $1,500 Dependent handicapped child $1,500 Child dependent (under 6 months) $ 150 Executive Management employees are provided with $100,000 of accident insurance while traveling on City business outside the City limits. Spouses are only coveredwhile accompanying the City employee on City business, or while conductingbusiness on behalf of the City. Executive Management employees are also provided with a $25,000 accidental death policy, in the event of death resulting from a line -of -duty injury. 22 CITY OF LODI EXECUTIVEMANAGEMENT STATEMENTOF BENEFITS March, 1998 18.1 IMPA 18.23 ARTICLE XVIII —LONG TERM DISABILITY A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66 213'1 of the employee's basic monthly earnings, in the event of disability. This program commences 60 days from the date of disability. For program requirements and benefits, refer to the City's policy on long term disability on file with Hunm Resources. Employees qualifying for- eevefage shall r-eeeive leng tenn disability benefits eemmeneing en the 61st ealendar- day following the last day worked. Medical insuFaRee plaeed in a leave withetA pay status. The City will eeagaue the employees , benefits and ebligatiens must be met by the empleyee. Long term disability befiefAs 000ra=nRt` , -rhe Peliee Chief and Fire Chief are also eaye«ed under- the „,.,,. isie„s ..f the .------- Formatted: Indent: Left 0.5" Caii€eM a T .,h.... Qa de Seetien 4850 ifth„ ar..abgil , i •..h ..e!Aea.The maximum length of long term disability coverage is three (3) years from the date of disability. 23 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENTOF BENEFITS March, 1998 45:4 Employees must submit a physieian's eeitifleate prier- te r-etufning te nennal werk "es, 24 ARTICLEXIX—LEAVES,A&LEAVESOFABSENCEANDFAMILYMEDICAL LEAVE WON 19.2 Executive Management employees shall receive all leaves and leaves of absence in accordance with Federal and State mandates and City policy, as set forth in City's Administrative Policy and Procedure Manual, Section ("Leave of Absence"). les. Family Medical Leave Family Medical Leave for —shall be in accordancewith City policy, as set forth in City's Administrative Policy and Procedure Manual, Section ("Family Medical Leave"). a) Family Medieal Leave is available te employees upon reasonable request unless sue request qualifies as an exseptien to eligibility for- family fnedieal leave, OF mntia . the lee..e we.,ld eause undue hardship b) Family Medieal heave is !ewe of absmee up tea total of f ..r (4) menths fi m the date leave eefameneed within a 12 month per-ied fer- the fbilewing reasons- ..leyee and : order- tee e f .....el. ehild e.. th ea "d = ehild by In employee (stwu leave must be taken within the 12mefith 2) Tee o f .. e ehiid par-e..t a speuse e ftl.e a pleyee whe has a serieus Leat . di4ie n; e e) The te.... s and a ...,:tion.. f « leaves of absence without t pay pe..tainin . to the .«edieei v� a==v tivaaa=e benogwa�.'aFplieable to Family Mcdi$at Leave in a668iaa36e m3th the Cit3'e€ bedi e DeRey and D«eeedur-e 25 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 20.1 ARTICLE XX — TUITION REIMBURSEMENT Executive Management employees shall +,.ward Wifi n at an ^ r-editea College ,._ r Tnive..s:,...be eligible for tuition reimbursement as set forth in the City's Administrative Policy and Procedure Manual, Section T ("Tuition Reimbursement"). `001 CITY OF LODI EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS March. 1998 21.1 ARTICLE XXI —PROFESSIONAL LIABILITY As provided in Government Code Section 840 and the following, Executive Management employees shall be indemnified and held harmless by the City against all costs, legal expenses, and liability arising out of decisions made in their capacity for the City of Lodi and/or from any cause of action for property damage, or damages for personal injury, including death, sustainedby person(s) as a result of a decision made in their capacity, except that: A. The City is not required to but may provide for the defense of an action or proceeding brought against an employee or former employee if the City determines that: 1. The actor omissions was not within the scope of their employment; or 2. They acted or failed to act because of actual fraud, corruption, or actual malice; or 3. The defense of the action or proceeding by the City would create a conflict of interest between the City and the employee or former employee. B. The City is not required to but may pay any claim of judgment for punitive or exemplary damages under the following circumstances: 1. The judgment is based on an act or omission of an employee or former employee acting within the course and scope of their employment as an employee of the City. 2. At the time of the act giving rise to the liability, the employee or former employee acted, or failed to act, in good faith, without actual malice and in the apparentbest interests of the City. 3. Payment of the claim ofjudgment would be in the best interests of the City. 27 22.1 ARTICLE XXII - CATASTROPHICR BANKLEAVE Executive Management employees shall be eligible for Catastrophic Leave as set forth in the City's Administrative Policy and Procedure Manual, Section C ("Catastrophic Leave"). the employee-}r}list have first Wrousted all aeemed leave time. This bank zs funded by L. 11 1 f the City Manager- his4w 6}' iii} i3'ia}'}age}mAll -S�tFa}isfePCr:ircuia-x cyoiiv-aPPrvr'ur-v^r-cri�crc�-zrzaricc6cr-vi--izxvrnvr cc » yAieh i estimated to last f « at least thhty Bale«.la« ,days requesting employee's .. ste.. All denated hours must be used en a eefAiaueus and unintermpted basis ufAil the ear4iest of the f llewing events 2. The e}}}pxoyce Ta-aapavyaxcTxc ccmzraccccs All denatiens must be a minimum of few heur-s. Hews to be donated shall be kept in a pledge stat..s ....til used As needed, pledged he..«s .asha/l be debited fr-em the dene«'s leave b.ala..ee and e..edited to ther-eeents , sable w a al balanees. On editedthe .de atien beeemes iFfeveeable. Manager- r- de The CaWstfephe Bank will be administered in weer-danee with the Gatastrephe Leave PeNey and e 28 23.1 ARTICLE XXIII - JURY DUTY AND WITNESS SUBPOENAS Jury dutyand witness subpoenas ' i shall be administered in accordancewith the City's Rules for Personnel Administratio Weeedwe Manual Section 14.09("JuryDuty/Witness Subpoena") J. GFmdjuFy-seMee 29 Appendix B MID -MANAGEMENT ACCOUNTANT ASSISTANT ENGINEER ASSISTANT PLANNER ASSOCIATE CIVIL ENGINEER ASSOCIATE PLANNER BUILDING OFFICIAL CHIEF WATER PLANT OPERATOR CITY PLANNERIPL:ANNING MANAGER COMMUNITY CENTER MANAGER COINTLLa.NCE ENGINEER CONSTRUCTIONPROJECT MANAGER DEPUTY PUBLIC WORKS DIRECTOR — CITY ENGINEER DEPUTY PUBLIC WORKS DIRECTOR — UTILITIES ELECTRIC OPERATIONS SUPERINTENDENT ELECTRIC UTILITY RATE ANALYST INFORMATION SYSTEMS MANAGER LA.B/ENVIRONMENTAL COMPLIANCE SUPERINTENDENT LIBRARIAN I/II LIBRARY SERVICESMANAGER MANAGEMENT ANALYST MANAGER, CUSTOMER SERVICE & PROGRAMS NEIGHBORHOOD SERVICES MANAGER NETWORK ADMINISTRATOR PARK SUPERINTENDENT RATES & RESOURCES MANAGER RECREATION MANAGER RECREATION SUPERINTENDENT SENIOR CIVIL ENGINEER S R POWER ENGINEER S R PRO GRAiYLtii iER/ ANALYST SUPERVISING ACCOUNTANT TRANSPORTATIONiNL4NAGER/ S R TRAFFIC ENGINEER WASTE I 3U F ERIN 1 ENDEN7 . WATER SUPERIN fENDEN Appendix C Medical Insurance — Confidential Non -Exempt Effective January 1, 2013, the maximum amount the City will pay towards medical premiums will be revised as follows for employees whose annual base salary, adjusted for furloughs, is less than $40,000. For those taking single coverage, City maximum amount paid will increase by the lesser of actual premium increases from CaIPERS or 3%. For those taking Employee + 1 or Family coverage, City maximum amount paid will increase as noted below: • If actual premium increase is 6.55% or less, City will increase maximum amount paid by the lesser of actual premium increase or 6.55%. • If actual premium increase is greater than 6.55% and less than or equal to 9.55%, City will increase maximum amount paid by the actual premium increase over 6.55%, up to a maximum of 3% (9.55%). • If actual premium increase is greater than 9.55%, City will pay the incremental difference between 6.55% and 9.55% (Le. 3.00%). In no event will the amount to be paid by the City exceed 3.00% over the current City paid amount. Percentage increases shall be based upon the following amounts: $610.44 for single, $1,220.88 for Employee+ 1 and $1,587.14 for Family. Appendix D MEM,ORAJMUM OF UNDERSTANDING CITY OF LODI .110611111111 ►� • • )► • LOCAL4. • January 1,2012- December 31,2013 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 TABLE OF CONTENTS Page # CHAPTER 1— SALARIES AND OTHER COMPENSATION Article I Salary 4 Article II Hours 4 Article III Compensatory Time 5 Article IV Overtime 5 Article V Meals 6 Article VI Temporary Upgrade 7 Article VII Tools and Uniform Allowance 7 Article VIII Safety/Safety Boot Provisions 8 Article IX Education Incentives 8 Article X Bilingual Pay 8 Article XI Tuition Reimbursement 8 Article XII Court Appearances 9 Article XIII Mileage Compensation 9 CHAPTER 2 — LEAVES Article XIV Catastrophic Leave 10 Article XV Bereavement Leave 10 Article XVI Holidays 10 Article XVII Leave of Absence 11 Article XVIII SickLeave 11 Article XIX Vacation Leave 11 CHAPTER 3 — INSURANCE AND RETIREMENT Article XX Medical Insurance Article XXI Dental Insurance Article XXII Vision Insurance Article XXIII Chiropractic Article XXIV Life Insurance Article XXV Long Term Disability Article XVI Workers' Compensation Article XXVII Flexible Spending Account Article XXVIII Deferred Compensation Article XXIX PERS Article XXX Sick Leave Conversion CHAPTER 4 — UNION / CITY ISSUES Article XXXI Article XXXII Article XXXIE Article XXXIV Union Leave Layoff Changes in Memorandum City Rights `A 13 14 14 14 14 15 15 15 15 15 16 18 18 18 18 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 Article XXX V Employee Representation 19 Article XXXV I Grievance Procedure 21 Article XXXVII Mutual Consent Contingency 24 ArticleXXXVIII No Strikes 24 Article XXXIX Probationary Period 24 Article XL Promotion 25 Article XL1 Seniority 25 Article XLII Shop Stewards 25 Article XLIII status 25 Article XLIV Term 26 Attachment A — Salary Schedule effective 03/21/12 3 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 Chapter 1- Salaries and Other Compensation ARTICLE I — SALARY 1.1 Bargaining unit members agree to accept the following furlough hours during the term of this MOU: July 1,2012 —December 31,2012 — 72 hours, of which 6, 8 -hour days occur on a fixed day during the month (typically a Friday) and 3, 8 -hour days will be floating and must be used by December 31,2012 unless there is a scheduled conflict. January 1, 2013 —December 31,2013 — 96 hours, all of which occur on a fixed day during the month (typically a Friday) unless there is a conflict. Fixed and floating furlough leave shall be deducted from bargaining unit member's salary in equal amounts during the particular term. 1.2 Fixed furlough days will be in accordance with Exhibit D — Furlough Calendar. For comparison purposes, the recognized survey cites are as follows: Chico Clovis Davis Fairfield Merced Manteca Modesto Redding Roseville Stockton Tracy Turlock Vacaville Visalia Woodland 1.3 If any City bargaining unit, group, or City Council (except for IBEV) receives a salary increase or a higher value medical and/or retirement benefit for the MOU negotiated (or last/best/final offer imposed) that otherwise expired on December 31, 2013 or by resolution adopted by Council this unit will receive the same benefit. This clause shall not be triggered as a result of a delay in implementing the medical cap to give affected employees the opportunity to move to a lower cost plan upon the next available open enrollment period. ARTICLE II —HOURS 2.1 Except as provided in subsequent sections, the normal hours of work for all representedpersonnel shall be eight (8) hours per day and forty (40)hours per week. Alternate work hours may be nine (9) hours a day in the 9/80 schedule for eighty (80) hours in a two week period, or ten (10) hours per day in the 4/10 schedule. The lunch period shall normally commence between the third and fifth work hour at the discretion of the Supervisor. a. Employees of the Library may work a schedule which includes split days off. The hours of work shall vary according to a pre -posted work schedule. b. Parking Enforcement Assistants and Animal Control personnel shall work a schedule which may provide at least one person to work each Saturday. 4 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 C. Alternate work schedules may be developed by mutual agreement between the employee and the appropriate supervisor. 2.2 Work schedules presently in effect shall remain in effect. Any change in work hours or work days shall be a meet and confer item. ARTICLE III — COMPENSATORY TIME 3.1 Employees may accrue compensatory time in lieu of overtime pay. The accrual rate for compensatory time shall be at the appropriaterate for overtime worked. 3.2 The decision to elect compensatory time or overtime pay may be made each time overtime is worked. 3.3 No more than one hundred forty-four (144) hours of compensatory time may be carried on the books at any time. 3.4 An employee's decision to elect compensatory time instead of overtime pay is irrevocable. 3.5 Upon separation, the employee will be paid at the employee's current hourly rate of pay or the average of the last three years, whichever is higher, for the remaining compensatory balance. ARTICLE IV — OVERTIME 4.1 Overtime work paid at the time and one half rate, is work performed by an employee outside his or her regular work hours, and includes: a. Time worked outside of regular hours of work on a work day unless notification has been made in accordance with Section 29.1 and 29.2. b. Time worked on a non -work day. Time worked on a holiday will be paid at time and one-half rate. Hours worked on a holiday, as part of an employee's regular work schedule shall be compensated as above, plus regular straight time pay. Holiday, for overtime purposes, is defined within the Holiday section of this MOU. Overtime work paid at the double time rate is work performed in excess of twelve (12) hours, between 12 midnight and 12 midnight on any given day, or for any hours between the hours of 12 midnight and 6:00 a.m. Phone calls lasting less than 10 minutes and does not require substantive work would be paid 1 hour at the appropriate overtime rate. Calls more than 10 minutes would receive the standard 3 hour callback at the appropriate overtime rate. 4.2 Employees who are required to report for prearranged work on their non -work days or holidays shall be compensated at the overtime rate for actual hours worked, but in no event shall they be paid for less than three (3) hours. 5 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 4.3 REST PERIM If an employee has worked for six (6) hours or more at the overtime rate during the sixteen (16) hour period immediately preceding the beginning of his or her regular work hours, on a work day, he or she shall be given a rest period of six (6) consecutive hours at the completion of the overtime work. Compensation for the six (6) hour rest period shall be allowed at the straight time rate for those hours within the rest period which overlap the normal working hours. 4.4 Compensation paid to employees called out in emergency situations, outside their regular work hours, shall be a minimum of three (3) hours pay at the overtime rate. Additional call outs, during that day, shall be compensated at the overtime rate for actual hours worked with a one hour minimum. Only one call out between the hours of 12:00 o'clock midnight and 12:00 o'clock midnight shall be compensated at the minimum three hour period. 4.5 When, at the request of the Supervisor in charge, an employee reports for prearranged overtime: a. On work days outside of regular work hours, shall be paid overtime compensation for actual worked time in connection therewith, provided however, that if any such employee continues to work into regular work hours, shall be paid overtime compensation only for actual work time up to regular work hours. b. On non -work days or on holidays, shall be paid overtime compensation for actual work time in connection therewith. For the purpose of this Section, prearranged overtime work is deemed to be work for which advance notice has been given by the end of preceding work period on a work day. 4.6 Those employees (Animal Services Supervisor) serving on an on-call basis shall be compensated $25.00 per week. ARTICLE V — MEALS 5.1 If the City requires an employee to perform work for one and one-half (1-1/2) hours immediately following quitting time, or if any employee is called in more than two (2) hours immediately before regular starting time, the City shall provide such employee with a meal. The cost of the meal not to exceed $20.00 with a receipt. If an employee works beyond the regular quitting time, the City shall continue to provide meals at four (4) hour intervals until the employee is dismissed from work. The cost of such meals and the time taken to consume them shall be at the City's expense. 5.2 When the City requires employees to work on non -work days without notice, the City shall provide meals at intervals of four (4)hours. The first meal shall be four (4) hours after employees report to work, providing time is allowed for an employee to eat before reporting. If such time is not allowed, the first meal break 0 MOU - CITY OF LODI AND AFS CME GENERAL SERVICES UNIT 2012-2013 shall be two (2) hours after reporting for work and at four (4) hour intervals thereafter. 5.3 When an employee is required to perform prearranged work on non -work days during regular work hours, he/she shall observe the lunch arrangement which prevails on his/her work days. If such work continues after regular work hours, the City shall provide the employee with meals in accordance with the provisions of Section 30.1 hereof. If the City requires an employee to perform prearranged work starting two (2) hours or more before regular work hours on work days or non -work days, and such employee continues to work into regular work hours, the employee shall provide for one (1) meal on the j ob and the City shall provide other meals as required by the duration of the work period. The meals provided for in this Section shall be eaten at approximately the usual times and the usual practice relating to lunch periods on work days shall prevail. The usual times therefore shall be 7:00 a.m. —12:00 noon -6:30 p.m. ARTICLE VI — TEMPORARY UPGRADE Any employee who is assigned by the Department Head or designee to a higher classification in the absence of the incumbent shall receive a 10% wage increase while in this status. However, in no event shall the upgrade pay per hour exceed the " E step of the classification to which the employee is temporarily upgraded. ARTICLE VII — TOOLS AND UNIFORM ALLOWANCE 7.1 The City agrees to provide all necessary uniforms and safety equipment for the following classifications in the General Services Unit and provide a quarterly uniform allowance of $150 (except to Senior Storekeeper): • Administrative Clerk — Community Improvement • Animal Services Supervisor • Animal Services Officer • Community Improvement Officer • Field Services Representative • Field Services Supervisor • Meter Reader • Parking Enforcement Assistant • Police Records Clerk • Police Records Clerk Supervisor • Senior Storekeeper • Supervising Code/Community Improvement Officer The uniform allowance shall be paid quarterly as part of the last bi-weekly payroll in the months of March, June, September, and December. 7.2 The City and AFSCME mutually agree that the City shall purchase appropriate foul -weather coats and boots as deemed necessary for field personnel. 7 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 ARTICLE VIII —SAFETY/SAFETY BOOT PROVISIONS 8.1 The City agrees to provide an annual boot allowance of $200, paid quarterly as part of the last biweekly payroll in the months of March, June, September and December falls for the following classifications: Building Inspector I/II Community Improvement Officer UII Engineering Technician I/II Jr. Engineer Public Works Inspector I/II Sr. Engineering Technician (1) (who do inspection/survey work) Sr. Storekeeper Supervising Code/Community Improvement Officer 8.2 Safety boots are defined as leather work boots with a minimum of 4' ankle support. Employees have the option of purchasing these boots with or without steel toes. 8.3 The City reserves the right to determine if a boot is appropriate to the job class, work hazards, and work conditions. Employees performing duties/tasks without appropriate footwear may be sent home and additionally may be subject to disciplinary action. ARTICLE IX — EDUCATION INCENTIVES Employees in sub -professional engineering positions having the following certificates will receive an additional $23.08 per pay period: Engineer in Training Land Surveyor in Training Land Surveyor The incentive in this subsection is limited to employees hired prior to the execution of this MOU. ARTICLE X —BILINGUAL PAY Employees designated by the Department Head and approved by the City Manager who have passed a bilingual proficiency examination administered by the City shall receive a monthly bilingual supplement of $150.00. The City Manager has the discretion in determining the languages that will be recognized. ARTICLE XI —TUITION REIMBURSEMENT Tuition Reimbursement will be provided as stated in the City's current Tuition Reimbursement Policy. The City will not eliminate this policy during the term of this MOU. E MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNrr 2012-2013 ARTICLE XII — COURT APPEARANCES 12.1 Employees summoned by a court for jury duty shall be granted jury duty leave with pay and may keep arty jury duty compensation received. Voluntary grand jury service such as that service in San Joaquin County is not covered by jury duty leave. 12.2 If jury duty attendance is less than one-half of a normal working day, the employee is expected to return to work. 12.3 Employees assigned to shift work shall not be scheduled for regular work during the 12 hours preceding the scheduled time for jury duty. 12.4 If an employee has had jury duty of six (6) hours or more during a sixteen (16) hour period immediately preceding the beginning of or following the end of his/her regular work hours on a work day, he/she will be given a rest period of six (6) consecutive hours. 12.5 If an employee covered by this agreement is required by subpoena issued by an authority granted subpoena powers, to appear before it or to give a deposition as a result of an action taken within the scope of employment with the City that employee will receive his full pay while so doing with no loss of time if he/she is on regular duty. If the employee is not on duty the City agrees to compensate that employee at one and one half time his regular pay for the time spent in any appearance as required by this Article. As a prerequisite for payment to off-duty employees, the Department Head designee must be notified in writing of the off duty appearance within seventy-two (72) hours after the employee is subpoenaed or otherwise notified of the required court appearance. ARTICLE XIII — NHLEAGE COMPENSATION Employees using their personal automobile for City business, with their Department Head's approval, shall receive mileage compensation equal to that allowed by the Internal Revenue Service. City business does not include transportation to and from work or call backs due to emergencies. Allowance increases shall be effective the first day of the month following the determination of an increase by the IRS. 0 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 Chanter2 - Leaves ARTICLE XIV — CATASTROPHIC LEAVE 14.1 Catastrophic Leave will be provided as stated in the City's current policy. The City will not eliminate this policy during the term of this MOU. Catastrophic Leave may be utilized for care of an employee's qualified family members (as identified in the City's Catastrophic Leave Policy) even if the employee participates in Short Term Disability. 14.2 Catastrophic Leave may be utilized (according to Policy) upon expiration of any use of Short Term Disability. ARTICLE XV —BEREAVEMENT LEAVE 15.1 Employees shall be granted three (3) days of bereavement leave per incident to attend the funeral of a member of their immediate family, including the time the deceased may lie in state, the day of the funeral, and the time necessary to travel to and from the location of the funeral. The immediate family shall be limited to an employee's: spouse parent grandparent grandparent -in-law parent -in-law child grandchild son-in-law sister stepchild brother daughter-in-law half-brother half-sister fosterparents or a more distant relative who was a member of the employee's immediate household at the time of death. 15.2 A regular employee may use sick leave, vacation leave, or compensatory time off to attend the funeral of a person the employee may be reasonably deemed to owe, respect. Use of sick leave may not exceed three (3) days for classifications in the General Services Unit. ARTICLE XVI — HOLIDAYS 16.1 Members of this Unit shall observe the following nationally observed holidays: New Year's Day January 1 Martin Luther King, Jr. Day 3rd Monday in January President's Day 3`d Monday in February Memorial Day Last Monday in May Independence Day July 4 Labor Day I" Monday in September ThanksgivingDay 4h Thursday in November Day after ThanksgivingDay Friday following Thanksgiving Day Christmas Eve (4hours) December24 Christmas Day December 25 Employees receive holiday pay if/when they work on the above City -recognized national holiday. 10 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 In addition, each employee shall be granted an additional thirty-six (36) hours of holiday leave (floating holiday) to be taken off at a time mutually agreed upon between the employee and the Department Head. Holiday leave cannot be carried over into the following calendar year. 16.2 Holidays which fall on the first regularly scheduled day off shall be observed on the preceding work day. Holidays which fall on any other regularly scheduled day off shall be observed on the next regularly scheduled work day, with the exception that if the next regularly scheduled work day is also a holiday, the first holiday shall be observed on the preceding work day. 16.3 Bargaining unit members will be granted a day off on the Saturday and Sunday preceding any holiday observed by the City and the Library on a Monday. Bargaining unit members will also be granted a day off on the Saturday and Sunday following the observance of a Saturday holiday on the preceding Friday by the City and the Library. Bargaining unit members will also be granted a day off on Easter Sunday. 16.4 Holiday time may be taken in quarter hour increments. ARTICLE XVII — LEAVE OF ABSENCE Leave of Absence will be provided as stated in the City's Leave of Absence Policy. The City will not eliminate this policy during the term of this MOU. ARTICLE XVIII —SICK LEAVE 18.1 Effective December 8, 2003, full time employees shall accumulate sick leave at the rate of 3.70 hours per pay period. 18.2 Sick leave maybe accumulated up to an unlimited amount. 18.3 Employees will be able to use family sick leave for parents of children not residing with the employee consistent with City policy regarding use of family sick leave for a family members illnesses. ARTICLE XIX —VACATION LEAVE 19.1 Employees shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hours per pay period 6t' year 4.62 hours per pay period 12a` year 5.24 hours per pay period 15''year 6.16 hours per pay period 21S` year 6.47 hours per pay period 22nd year 6.78 hours per pay period 23`d year 7.09 hours per pay period 2e year 7.40 hours per pay period 25" year & over 7.71 hours per pay period 11 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 19.2 Y a conflict arises in the scheduling of vacations for employees in the same classification, the conflict shall be resolved in favor of the employee with the greatest seniority. The senior employee shall receive first choice in any scheduling period. 19.3 For all persons hired after September 1, 1995 the maximum vacation accrual will be 6.16 hours per pay period. 19.4 The maximum amount of unused vacation hours that an employee may accrue, at any given time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. f`j, MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 Chapter 3 - Insurance and Retirement ARTICLE XX —MEDICAL INSURANCE 20.1 All employees are offered medical insurance for themselves and dependents through Cal PERS-Medical Plans. City shall pay I00%premium for the employee's family category (Family, Employee+l, Single) for the lowest cost PERS HMO available in Lodi's geographical area (excluding PORAL) as of January 1,2012. The City will waive the current employee medical contribution effective the first pay period that begins two (2) weeks after this agreement is approved by Council. If employee selects a higher cost plan, employee will pay the difference as a payroll deduction. If an employee elects not to be covered by medical insurance through the City of Lodi, an additional: $692.81 per month for family $532.92 for employee + 1 dependent $305.22 for single will be added to either the employee's deferred compensation account or cash. In order to qualify for this provision, proof of group insurance must be provided to the City. Employees will pay one hundred percent (100%) of the change in medical costs beginning January 2013. The baseline will be the January 2012 lowest cost PERS HMO for the employee's family category (Family, $1587.14; Employee+l, $1220.88; Single, $610.44). 20.2 Effective January 1, 2013, the maximum amount the City will pay towards medical premiums will be revised as follows for employees whose annual base salary, adjusted for furloughs, is less than $40,000. For those taking single coverage, City maximum amount paid will increase by the lesser of actual premium increases from Cal PERS or 3%. For those taking Employee + 1 or Family coverage, City maximum amount paid will increase as noted below: • ff actual premium increase is 6.55% or less, City will increase maximum amount paid by the lesser of actual premium increase or 6.55%. • If actual premium increase is greater than 6.55% and less than or equal to 9.55%, City will increase maximum amount paid by the actual premium increase over 6.55%, up to a maximum of 3% (9.55%). 13 MOU - CITY OF LODI AND APSCME GENERAL SERVICES UNrr 2012-2013 If actual premium increase is greater than 9.55%, City will pay the incremental differencebetween 6.55% and 9.55% (i.e. 3.00%). In no event will the amount to be paid by the City exceed 3.001/o over the current City paid amount. Percentage increases shall be based upon the amounts shown above ($610.44 for single, $1,220.88 for Employee + 1 and $1,587.14 for Family). 20.3 Employees shall be eligible for medical insurance the first day of the month following the date the employee becomes a full-time regular employee of the City of Lodi. 20.4 The City shall pay 100%of the premiums or up to the maximum City payment noted above for health and dental benefits for the unmarried surviving spouse and any minor children of any member of this unit who is killed or dies during the performance of official duties. This benefit terminates if the surviving spouse remarries, the children reach the age of 26, or other medical insurance becomes available. ARTICLE XM — DENTAL INSURANCE 21.1 Employees are provided fully paid family dental insurance. 21.2 Maximum benefits are $1,000 for each family member enrolled in the dental plan, per calendar year. There is a $25 deductible plus co-insurance features. ARTICLE XXII — VISIM INSURANCE The City agrees to provide a vision care plan equivalent to the VSP Plan B with a $25.00 deductible for the employee and dependents. The entire premium shall be paid by the City. ARTICLE XXIII — CHIROPRACTIC The City agrees to pay all costs of premiums for employees and dependents for a chiropractic plan equivalent to the Landmark chiropractic plan. ARTICLE XXIV — LIFE INSURANCE A life insurance program providing $10,000 term life insurance which includes a $10,000 Accidental Death and Dismemberment coverage for the employee. Said amount of insurance to reduce to $6,500 at age 70, and to decrease to $5,000 at age 75. In addition, a spouse, unmarried dependent children between the ages of 6 months and 21 years, unmarried student dependent children to 23rd birthday, and dependent handicapped children shall be covered for $1,500 insurance. Children under 6 months shall be provided with $150 life insurance. The City will provide an additional $25,000 of Accidental Death and Dismemberment insurance for each member in the General Services Unit. 14 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 ARTICLE XXV —LONG TERM DISABILITY 25.1 A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66-2/3% to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences sixty (60) days from the date of disability. Please refer to the City's Policy on Long Term Disability. 25.2 The maximum length of coverage is three (3) years from date of disability. AR I ILLE X V I — `VORKERS EOMI ENSATION The 'ity and AFS( t agree that I an employee is compelled to t absent from work due to injuries ( illness i out of and in the course of his or her employment the City shall p full p to any represented ej ! who becomes ;it )r nefits under Workers Imf law for the r i d f the ti 1 the injury and the first day of eligibility for benefits. With the determination that the j or illness i il in accordance with Wi if t t it the employees upon receiving said benefits such i by 'k Compensation shall also receive compensation from d City in an amount that when d. to the orken e payment shall equal the employees regular 1 The amount paid by the City shall, er the period > > the date c injury 1 date of Ai i t to the employee's N leave ount. The employee' regular d shall be made from the amount p by the City. ARTICLE XXVII — FLEXIBLE SPENDING ACCOUNT 27.1 The City will maintain a "flexible spending account" to conform to IRS regulations to be used for premium contributions, dependent care and/or un - reimbursable medical payments for unit members. 27.2 The City intends to propose a Cafeteria -based benefit program in 2012 with an effective date of January 1, 2013. This program would incorporate, but not be limited to: medical, vision, dental, chiropractic, and life insurance. The above listed terms of this agreement will be reopened for negotiation upon the City's presentation of a Cafeteria Plan. The City's proposed Cafeteria Plan will offer substantially the same or better benefits to those currently received by unit members. ,E H. — 1EFE l 'i P 1 'T The City shall match contributions by General vice employees to a I compensation program it to a maximum of 3.0% of the employee's gross y e I in the p c that ly 1 falls. ARTICLE XXIX — PERS 29.1 The City agrees to provide the following PERS retirement program and to pay the employer's cost: a. PERS "2% at 55" full formula retirement benefits plus the following additional options: 15 MOU —CITY OF LODI AND APSCME GENERAL SERVICES UNIT 2012-2013 b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 501/o benefit (Section 21298). C. Third level of 1959 Survivor Benefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefitbefore retirement. (Section 21382.4). d Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. (Section 21263 and Section 21263.1 and 21263.3). e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. (Section 20862.8). f. Military Service Credit as Public Service (Section 21024). 9. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h 50% survivor continuation in the event of death after retirement. 29.2 Employees shall pay the employee portion of Retirement Benefits as follows: January 1,2012 through December 31,2012 — 1% January 1,2013 through December 30,2013 — 3.3% December 31,2013 and thereafter — 7.0 % 29.3 The City and AFSCME agree to a new retirement formula of 2% @ 60. Those employees hired after the City transitions to 2% @ 60 (which would occur once the City receives approval from CaIPERS) will be subject to the new retirement plan of 21/o @ 60. Until that date, AFSCME members hired will remain in the 2% @ 55 retirement plan. ARTICLE XXX — SICK LEAVE CONVERSION 30.1 For all unused sick leave, a represented employee with ten (10)years of employment with the City shall receive medical insurance coverage upon retirement (but not upon resignation or termination) using one of the following options: Option #1— Conversion After ten (10) years of employment with the City, 50% of the represented employee's unused sick leave shall be converted to months of medical insurance as adjusted herein. For each year that an employee has been employed by the City in excess of ten (10) years, the employee shall be entitled to add 2.5% to the 50%before converting the unused sick leave to months of insurance. EXAMPLE Robert Smith retires with 20 years of service and 1800hours of unused sick leave. 1800 + 8 x 75% + 12 = 14.06 years of coverage The amount of the premium paid shall be the same as the premium paid by the City at the time of retirement. Any differences created by an increase in premiums must be paid for by the employee. IRA MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 In the event the retiree dies the surviving dependent(s) may purchase medical insurance for the same period as if the employee had not died. Ontion #2 Bank 50% of the dollar value of sick leave will be placed into a bank to be used for medical insurance premiums for the employee and dependent(s). For each year that an employee has been employed in excess of 10 years, 2.5%will be added to the 50% before valuing the size of the bank. Each hour of sick leave is valued at $20.00. EXAMPLE Robert Smith retires with 20 years of service and 1800 hours of unused sick leave (multiplication factor - $20.00). 1800 x 75% x 20.00 = $27,000.00 This amount will be reduced each month by the current premium for the employee and dependent(s) until the balance in gone. In the event the retiree dies, the remaining bank will be reduced by 50% and the surviving dependent(s) may use the bank until the balance is gone. Option #3 — Cash Out A retired employee may choose to receive a cash settlement for unused sick leave at the rate of $.30 on the dollar. Under this provision, employee's sick leave balance at the time of retirement shall be converted to dollars at the employee's current rate of pay. 30.2 In the event an active employee dies before retirement and that employee is vested in the sick leave conversion program, the surviving spouse will have an interest in one-half the value of the Bank option as calculated in section 26.1. 30.3 Employees selecting option #1 or #2, who retire on a service retirement shall have the option of purchasing at the employee's cost additional medical insurance sufficientto reach age 65. 30.4 Out of area retirees may receive reimbursement for medical insurance premiums up to the City's liability as specified in Section 26.1 of this Article. 30.5 The City agrees to modify its contract with PERS to add credit for unused sick leave per Government Code Section 20862.8. This benefit is available to all employees regardless of the date hired; however, it is the only sick leave conversion benefit available to employees hired after July 1, 1995. It is agreed that eight (8) hours equals one (1) day for purposes of determining days creditable. If an eligible employee opts to utilize the provisions of any section of Article 26 other than 26.5, the City will report to PERS they have zero (0) hours of unused sick leave. 17 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 Chapter 4 — Union / City Issues ARTICLE XXXI — UNION LEAVE 31.1 Whenever any employee is absent from work as a result of a formal request by AFSCME to send an employee to school to be involved in Association business, the City shall pay for all regular time lost and shall be reimbursed therefore by AFSCME at the rate of one hundred and fifty percent (150%)of the employee's regular wage rate. 31.2 The City agrees to provide storage space to AFSCME for association materials. ARTICLE XXXU —LAYOFF Bargaining unit has the ability to appeal a layoff decision made by Human Resources to the City Manager. ARTICLE XXXIII — CHANGES IN MEMORANDUM The parties agree to reopen this MOU and to renew meeting and conferring on the subjects set forth herein during the term of this MOU only in the event that any provision of this MOU is modified by statute, applicable regulation or by order of Court in such a way as to affect either the employees or the City. In such event, all remaining provisions of the MOU would continue in full force and effect unless and until they are also modified by statute, applicable regulation or order of Court, or agreement of the parties. ARTICLE XXXIV — CITY RIGHTS It is understood and agreed between the parties that nothing contained in this Memorandum shall be construed to waive or reduce any rights of the City, which include, but are not limited to the exclusive rights to: • Determine the mission of its constituent departments, commissions and boards. • Set standards of service. • Determine the procedures and standards of selection for employment. Direct its employees. • Maintain the efficiency of governmental operations; to determine the methods, means and personnel by which government operations are to be conducted. • Take all necessary actions to carry out its mission in emergencies. • Exercise complete control and discretion in the technology of performing its work. City rights also include the right to determine the procedures and standards of selection for promotion, to relieve employees from duty because of lack of work or other legitimate reasons, to take disciplinary action, and to determine the content of job classifications; provided, however, that the exercise by the City of the rights in this section does not preclude employees or their recognized employees organizations from filing grievances regarding the practical consequences that decisions on such matters may have on wages, hours or other terms and conditions of employment. 18 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 ARTICLE XXXV — EMPLOYEE REPRESENTATION 35.1 This Memorandum of Understanding (hereinafter referred to as MOU) is entered into between representatives of the City of Lodi (hereinafter referred to as City) and representatives of the Lodi Chapter of the American Federation of State, County and Municipal Employees (AFSCME) for the General Services Unit. The parties to this MOU acknowledge and agree that this MOU constitutes the result of meeting and conferring in good faith as contemplated by Sections 3500 et seq. of the Government Code of the State of California, and further acknowledge and agree that all matters upon which the parties reached agreement are set forth in this MOU. Except as specifically modified by this MOU, all existing benefits currently being furnished to employees and all existing terms and conditions of employment are to continue in effect unless and until the parties meet and confer regarding a change in such existing benefits, terms or conditions of employment. The terms and conditions of this MOU are applicable to all regular and probationary employees represented by AFSCME in Exhibit A. 35.2 The City shall grant dues deduction to City employees who are members of AFSCME in accordance with the terms and conditions set forth in City of Lodi Resolution 2011-51 AFSCME shall indemnify, defend, and hold the City of Iodi harmless against any claims made and against any suit instituted against the City of Io& on account of check -off of said employee organization's dues. In addition, AFSCME shall refund to the City of Lodi any amounts paid to it in error upon presentation of supporting evidence. 35.3 UNION SECURITY, MEMBERSHIPAND DUES CHECK CET Union Membership — All employees covered by this Agreement shall, as a condition of employment, become and remain members of the UNION within 30 days of employment in a covered job classification. The CITY will inform all new hires and employees promoting into the bargaining unit of the existence of this Collective Bargaining Agreement and the requirement to become and maintain membership in the UNION. A UNION Officer, or designee, will be notified within 10 business days and afforded time to meet with any employee entering the bargaining unit in order to conduct a UNION Orientation Meeting. In the event an employee covered by this Agreement fails to apply for, or maintain their membership in the UNION, or reinstate themselves into membership in good standing, the UNION may give the CITY written notice of the fact and request that the employee be suspended or terminated from employment. In such event, the CITY shall suspend or terminate the employment of said employee, as requested, within 15 business days of receipt of the notice. 19 MOU - CITY OF IfDI AND AFSCME GENERAL SERVICESUNIT 2012-2013 Fair Share Donation — Any employee who is a member of a bona fide religion, body, or sect who has historically held conscientious objections to joining or financially supporting public employee organizations shall not be required to j oin or financially support the UNION. Such employee shall, in lieu of Agency Shop Fees, pay sums equal to said amount to a non -religious, non -labor United Way charitable organization exempt from taxation under Section 501 c (3) of the Internal Revenue Code, which has been selected by the UNION from the local United Way. Payments shall be made by payroll deduction as a condition of continued exceptions from the requirements of financial support to the UNION and as a condition of continued employment. Disputes regarding the application for this provision, by employees, shall be subject to arbitration Membership status shall remain in effect for the duration of this Agreement except that an employee may change his or her status from UNION member not more than 90 days or less than 60 days prior to the expiration of this Agreement. An employee changing his or her membership status shall submit the appropriate form to the UNION. Thereafter, the UNION will notify the CITY of the change and the appropriate notation shall be made to the employee's record and/or payroll deduction. The CITY shall provide the UNION, on a monthly basis, the name, home address and department, division or work unit of employees entering or leaving a job classification covered by this Agreement. Employees leaving or reentering employment from Military Leave will be noted. Dues Check Off — On a bi-weekly basis the CITY agrees to deduct from the pay of each member of the UNION covered by this Agreement, who authorized such deductions in writing, all dues or fees levied by the UNION. The CITY shall provide the UNION 5 business days prior to the end of the pay period an alphabetical list of employees belonging to the UNION. The list shall contain the amount of payroll deduction for each employee listed. The CITY agrees to remit to the UNION on a bi-weekly basis the aggregate amount of deductions shown on the list furnished by the UNION. A copy of the Check Off Authorization Form signed by each employee shall be submittedby the UNION to the CITY. Payroll deductions shall be limited to the following choices: Union Membership Dues Agency Shop Fees • AFSCME Voluntary Political Action Check Off (PEOPLE) • Fair Share donations to the United Way Campaign Enr Share donations are limited to employees with religious objections. The Union will comply with its legal obligation regarding the administration of this section. 20 MOU -CITY OF LODI AND AFSCME G E N E W SERVICES UNIT 2012-2013 Hold Harmless — The UNION agrees to hold harmless and to indemnify the CITY for any and all costs or legal action, which may be caused, or result from the CITY'S compliance with this Article. 35.4 The City shall allow AFSCME access to city meeting facilities at no cost to AFSCME subject to the operating needs of the City. Requests for such use shall be made in advance to the appropriate Department Dead or designee and shall include the date, location, time and general purpose of such meeting. The City may establish reasonable regulations governing the use of such facilities. 35.5 No City employee or applicant for employment shall be discriminated against any aspect of employment because of race, national origin, ancestry, color, religious or political opinions or affiliations, union affiliation, age, sex or disability. 35.6 The City and AFSCME agree and understand that if any section of the MOU in any way conflicts with the terms and conditions of employment stated in other authorities, such as the personnel rules, administrative policy and procedure manual, city resolutions, or city ordinances, any ambiguity will be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document is controlling. ARTICLE XXXVI —GRIEVANCE PROCEDURE 36.1 This grievance procedure shall be used to process and resolve disputes regarding the interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretations and clarifications executed by AFSCME and the City. The intent of this procedure is to resolve grievances informally at the lowest possible level and to provide an orderly procedure for reviewing and resolving grievances promptly. A grievance is a good faith complaint of one or a group of employees or a dispute between the City and AFSCME involving the interpretation, application or enforcement of the express terms of the MOU and other terms and conditions of employment and matter of discipline which includes demotion, suspension or discharge. As used in procedure, the term "PARTY" means an employee, AFSCME, the City or the authorized representative of any party. The employee is entitled to representation through all steps in the procedure. 36.2 Disputes involving the following subjects shall be determined by the Grievance Procedures established herein: a. Interpretation or application of any of the terms of this MOU, including Exhibits thereto, Letters of Agreement, and/or formal interpretations and clarifications executed by AFSCME and the City. b. Discharge, demotion, suspension, or discipline of an individual employee. 21 MOU -CITY OF LODI AND AFSCVIE GENERAL SERVICES UNIT 2012-2013 C. Disputes as to whether a matter is proper subject for the Grievance Procedure. d. Disputes which may be of a "class action" nature filed on behalf of AFSCME or the City. Class action grievances shall be in writing from AFSCME to the City Manager or vice versa. 36.3 STEP ONE: Discussion between the employee and/or the employee's representative, and the division head or designated supervisor directly involved, who shall answer within fifteen (15) work days. This step shall be taken within thirty (30) work days of the date of the action complained of, or the date the Grievant became aware of the incident which is the basis of the Grievance. 36.4 STEP TWO : If a grievance is not resolved in the initial step, a written statement signed by the Grievant shall be presented to the department head which shall include the action being grieved and the desired remedy. A discussion shall then take place between the employee, his or her representative, and the department head, who shall answer in writing within fifteen (15) work days. This Step shall be taken within fifteen (15) work days of the date the department head receives the written statement. 36.5 STEP THREE: If a Grievance is not resolved in STEP TWO, STEP THREE shall be the presentation of the Grievance, in writing, by the employee or his or her representative to the City Manager, who shall answer in writing within fifteen (15) work days of receipt of the Grievance. This Step shall be initiated within fifteen (15) work days of the date of the answer in STEP TWO . 36.6 STEPFOUR: If the Grievance is not resolved by the City Manager, arbitration shall be the final level of appeal for grievances and discipline. It is agreed by both parties that the decision of the arbitrator is binding and final on both parties and that if this procedure is utilized all other avenues of appeal are waived. If arbitration is chosen the City must be notified within fifteen (15) work days of the City Manager's decision. Within ten (10) working days after the request for arbitration is received by the City or at a date mutually agreed to by the parties, the parties shall meet to select an impartial arbitrator. If no agreement is reached at this meeting, the parties shall immediately and jointly request the State Conciliation and Mediation Service to submit to them a panel of five arbitrators from which the City and AFSCME shall alternately strike names until one name remains; this person shall be the arbitrator. If the State Conciliation and Mediation Service cannot provide a list of five arbitrators, the same request shall be made of the American Arbitration Association. To insure that the arbitration process is as brief and economical as possible, the following guide lines shall be adhered to: a. An arbitrator may, upon mutual consent of the parties, issue a decision, opinion or award orally upon submission of the arbitration. `*a MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 b. Both parties and the arbitrator may tape record the hearing. C. There shall be no official transcript required; however, either party may utilize a court reporter at its own sole expense. The cost of a court reporter required by an arbitrator shall be shared equally by the parties. d. The parties may agree to prepare a joint letter submitting the issue in dispute. The letter shall present the matter on which arbitration is sought and shall outline the MOU provisions governing the arbitration. It may contain mutually agreed on stipulations of fact and it may be accompanied by any documents that the parties mutually agree shall be submitted to the arbitrator in advance of the hearing which may not necessarily be stipulations of fact. Further, if the parties mutually agree, the entire matter may be submitted to arbitration for review without a hearing. Absent agreement to prepare a j oint letter, the parties may submit separate letters. e. The strict rules of evidence are not applicable and the hearing shall be informal. f. The parties have the right to present and cross examine witnesses, issue opening and closing statements, and file written closing briefs. Testimony shall be under oath or affirmation. g. The arbitrator may exclude testimony or evidence which he/she determines irrelevant or unduly repetitious. h. Attendance at a hearing shall be limited to those determined by the arbitrator to have a direct connection with the appeal. Witnesses normally would be present at the hearing only while testifying and should be permitted to testify only in the presence of the employee or his/her representative and the employer's representative. i. The arbitration hearing will be held on the employer's premises. j The cost of arbitration shall be borne equally by the parties. However, the cost, if any, of cancellation or postponement shall be the financial responsibility of the party requesting such delay unless mutually agreed by the parties. The decision, opinion, or award shall be based on the record developed by the parties before and during the hearing. The decision will be in writing and shall contain the crucial reasons supporting the decision and award. The arbitrator has no power to add to, subtract from, or modify the terms of the MOU or the written ordinances, resolutions, rules, regulations and procedures of the City, nor shall he/she impose any limitations or obligations not specifically provided for under the terms of the MOU. The arbitrator shall be without power 23 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 or authority to make any decision that requires the City or management to do an act prohibited by law. The arbitrator has no power to add to a disciplinary action. 36.7 Failure by either party to meet any of the aforementioned time limits as set forth in Sections 35.3, 35.4, 35.5, or 35.6 shall result in forfeiture by the failing party. Except, however, that the aforementioned time limits may be extended by mutual agreement. Grievances settled by forfeiture shall not bind either party to an interpretation of this MOU, nor shall such settlements be cited by either party as evidence in the settlement of subsequent grievances. 36.8 An employee may represent himself/herself at any step of the Grievance Procedure up to Step 3. 36.9 Only AFSCME may appeal a grievance to arbitration. ARTICLE XXXVII —MUTUAL CONSENT CONTINGENCY This MOU may be amended any time during its life upon the mutual consent of the City and AFSCME. Such amendment must be in writing and attached to all executed copies of this MOU. ARTICLE XXXVIII —NO STRIKES The represented employees agree that they shall not strike, withhold services, engage in "slow downs" or "sick -ins" or participate in any other concerted activity which adversely affects j ob performance or City services during the term of this MOU. ARTICLE XXXIX — PROBATIONARY PERIOD 39.1 All appointments to positions in the classified service shall be subject to a probationary period of twelve (12) continuous months of service. The probationary period shall be regarded as an integral part of the examination process and shall be used to closely observe the employee's work for securing the most effective adjustment of an employee to his/her new duties, assignments and responsibilities in his/her new position and for rejecting any probationary employee whose performance does not meet required work standards. If the service of the employee is deemed to be unsatisfactory, the employee shall be notified that he/she has not satisfactorily completed probation. 39.2 During the probationary period, all new hires shall have the rights and privileges afforded to other employees, except: a. Vacation Leave — See Article XIX for vacation schedule. b. The use of the Grievance Procedure to grieve termination. C. The City and the employee may mutually agree to extend the probationary period for not more than six (6) months. AFSCME shall be notified of all extensions. d. Probation shall be extended for the same time as any leaves of absence. 24 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 39.3 In the event an employee is promoted and is rejected by the appropriate department head, he or she shall be reinstated to the position from which he/she was promoted unless he/she is discharged. The seniority and status of a rejected candidate shall continue as before. ARTICLE XL — PROMOTION The City and AFSCME mutually agree it is good personnel practice to make every effort to promote from within consistent with the best interests of the City. ARTICLE XLI - SENIORITY Seniority is defined as the total length of continuous service with the City. Continuity of service shall not be broken and seniority shall accrue when an employee is: a. Inducted, enlists, or is called to active duty in the' Armed Forces of the United States or service in the Merchant Marine under any Act of Congress which provides that the employee is entitled to re-employment rights. b. On duty with the National Guard. C. Is absent due to industrial disability. d. On leave of absence. e. Absent due to layoff for a period of less than twelve (12) consecutive months. ARTICLE XLII — SHOP STEWARDS AFSCME agrees to notify the City in writing as to the appointment of all shop stewards. Shop stewards shall be required to work full time in their respective classifications and shall not interrupt the work of other employees. A steward may, with reasonable notice and approval of his or her supervisor, leave the job during working hours for reasonable periods to investigate pending grievances and to take part in the Grievance Procedure. However, no steward shall leave the j ob while his presence is necessary in the judgment of his/her supervisor for the safe conduct and efficiency of the operations in which he/she is engaged. ARTICLE XLIII — STATUS Employees shall be designated as regular, probationary, or temporary, depending upon the purpose for which they are hired and their length of continuous service with the City. a. A regular employee is defined as an employee who has twelve (12) months or more service with the City in full time employment, except as provided for in the Rules for Personnel Administration, Article XI (Probationary Period). b. A probationary employee is defined as an employee hired for a full time position that has been regularly established as an authorized position and is of indeterminate duration. A probationary employee shall receive not less than the minimum rate for the job and shall be eligible for sick leave pay, vacation pay, 25 MOU -CITY OF LODI AND AFSCME GENERAL SERVICES UNrr 2012-2013 holiday pay, retirement plan participation, insurance coverage and items of a similar nature, as he/she becomes eligible, but shall not be given preferential consideration for promotion or transfer or be eligible for a leave of absence. Upon completion of twelve (12) month of continuous full time service with the City, a probationary employee shall be given the status of a regular employee. C. A temporary employee is an employee hired on a full time basis to fill a full time position (at least 32 hours per week). Temporary employees shall attain regular status after being employed for twelve (12) continuous months. ARTICLE XLIV — TERM The terms and conditions of this MOU shall continue in effect until such time as they are superseded by a signed agreement/MOU between the City of Lodi and AFS CME, The parties agree as follows: TERM: Covering the period from January 1,2012 through December 31,2013 26 MOU - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT 2012-2013 ATTACHMENT A CLASSIFICATION PLAN - GS Current employees as of 3/21/12 Accounting Clerk 1 5 2576.81 2705.65 2840.93 2982.97 3132.12 AccountingClerk II 3 2834.48 2976.20 3125.01 3281.26 3445.33 Administrative Clerk 372 2566.79 2695.13 2829.89 2971.38 3119.95 Administrative Secretary 376 1 3414.27 3584.99 3764.24 1 3952.45 4150.07 Animal Services Supervisor 25 3331.07 3497.63 3672.51 3856.13 4048.94 Assistant Animal Services Officer 39 2896.66 3041.49 3E 93.57 3353.25 3520.91 Building Inspector 1 74 3942.37 4129.79 4336.28 4553.10 4780.75 R, 01dopa 75 4326.45 4542.77 4769.91 5008.41 5258.83 Buyer 76 3939.96 4136.96 4343.80 4560.99 478919 Community Improvement Officer 1 116 3745.85 3933.14 4129.80 4336.28 Community Improvement Officer 11 118 4120.43 4326.45 4542.77 4769.91 Customer Service Representative 1 354 2576.81 2705.65 2840.93 2982.97 .1 Customer Service Representative II 353 2834.48 2976.20 3125.01 3281.26 3445. Engineering Technician 1 157 3970.52 4169.04 4377.49 4596.37 4826. Engineering Technician II 159 4367.57 4585.94 4815.24 5056.00 5308. Field Services Representative 36 3504.16 3679.37 3863.34 4056.51 4259 Field Services Supervisor 35 4033.72 4235.41 4447.18 4669.53 490 Finance Technician 355 3429.72 3601.21 3781.27 3970.34 41 Information Systems Coordinator 19 5355.37 5623.10 5904.22 6199.42 6509.43 Information Systems Specialist 127 3895.39 4090.17 4294.94 4509.40 4734.87 Junior Engineer 207 4804.32 5044.54 5296.76 5561.60 5839.68 Junior Planner 210 3920.74 4116.77 4322.61 4538.74 4765.68 Junior Plans Examiner/Engineer 71 4326.45 4542.77 4769.91 5008.41 5258.83 Library Assistant 228 2695.14 2829.89 2971.39 3119.96 3275.95 Network Technician 426 4671.51 4905.09 5150.34 5407.86 5678.26 Parking Enforcement Assistant 288 2918.57 3064.92 3218.17 3379.08 3548.03 Parks Project Coordinator 271 4804.32 5044.54 5296.76 5561.60 5839.68 Permit Technician 69 3242.65 3404.82 3575.06 3753.82 3941.51 Police Record Clerk 1 313 2547.71 2675.09 2808.85 2949.29 3096.76 Police Records Clerk II 314 2802.49 2942.61 3089.74 3244.23 1 3406.44 Police Records Clerk Supervisor 316 3383.49 3552.66 3730.29 3916.8E Program Coordinator 286 2999.32 3149.28 3306.74 3472.08 3645.69 Public Works Inspector 1 320 1 3933.14 4129.79 4336.28 4553.10 4780.75 Public Works Inspector II 321 4326.45 4542.77 4769.91 5008.41 5258.83 Purchasing Technician 324 3282.49 3446.62 3618.95 3799.89 3989.89 Senior Administrative Clerk 375 2823.47 2964.64 3112.88 3268.52 3431.95 Senior Engineering Technician 161 4804.32 5044.54 5296.76 5561.60 5839.68 Senior Library Assistant 231 2964.64 3112.88 3268.52 3431.95 3603.54 Senior Police Administrative Clerk 315 2988.78 3138.23 3295.13 3459.88 3632.88 Senior Storekeeper 77 3426.06 3597.36 3777.23 3966.09 4164.40 Supervising Code/Comm.Improvement Officer 110 4738.48 4975.41 5224.17 5485.38 5759.65 Supervising Customer Service Representative 346 3429.72 3601.21 3781.27 3970.34 4168.85 Water Services Technician 1 427 4664.39 4897.61 5142.49 5399.61 5669.59 Water Services Technician II 428 5130.82 5387.36 5656.73 5939.57 6236.55 27 MOU -CITY OFT AND AFSCME GENERAL SERVICES UNIT 2012-2013 A.F.S.C.M.E. COUNCIL 57 CITY OF LODI LOCAL 146 -AFL-CIO A MUNICIPAL CORPORATION Nancy Vinson Konradt B artlam Chief Negotiator City Manager Date: Date: Sherry Moroz Dean Gualco President Human Resources Manager Date: Date: Linda Tremble Vice President Date: Attest: Donnie Sanford Vice President Date: Terri Lovell Secretary Date: Dan Tarnasky MO Representative. Date: Brian Longpre MO Representative. Date: 28 Randi Johl City Clerk APPROVED AS TO FORM: D. Stephen Schwabauer MO U - CITY OF LODI AND AFSCME GENERAL SERVICES UNIT Kari Chadwick GS Representative Date: Chris Boyer GS Representative Date: Sandy Smith Treasurer Date: 29 2012-2013 Appendix E MEMORANDUM OF UNDERSTANDING CITY OF LODI BOND] A.F.S.C.M.E.COUNCIL 57 LOCAL 146 -AFL-CIO MAINTENANCE & OPERATORS UNIT January 1,2012- December 31,2013 MOU — CITY OF LODI AND AFSCME MAINTENANCEAND OPERATORS UNIT 2012-2013 TABLE OF CONTENTS CHAPTER 1— SALARIES AND OTHER COMPENSATION Page # Article I Salary 4 Article II Hours 4 Article III Compensatory Time 5 Article IV Overtime 5 Article V Meals 6 Article VI Temporary Upgrade 7 Article VII Shift Differential 7 Article VIII Standby Duty 7 Article IX Tools and Uniform Allowance 7 Article X Safety/Safety Boot Provisions 8 Article XI Class A License 8 Article XII Education Incentives 8 Article XIII Bilingual Pay 9 Article XIV Tuition Reimbursement 9 Article XV Court Appearances 9 Article XVI Mileage Compensation 10 CHAPTER 2 — LEAVES Article XVII Catastrophic Leave 11 Article XVIII Bereavement Leave 11 Article X M Holidays 11 Article XX Leaves of Absence 12 Article XXI Sick Leave 12 Article XXII Vacation Leave 12 CHS TE] 3 —INSURANCE BEP IS AND REMENT Article XXIII Medical Insurance 14 Article XXIV Dental Insurance 15 Article XXV Vision Insurance 15 Article XXVI Chiropractic Insurance 15 Article XXVII Life Insurance 15 Article XXVIII Long Term Disability 15 Article XIX Workers' Compensation 16 Article XXX Flexible Spending Account 16 Article XXXI Deferred Compensation Plan 16 Article XXXII PERS 16 Article XXXEI Sick Leave Conversion 17 2 ABMT -CITY QE T .QnT AND AESC'ME MAINTENANCE AND OPERATORS UNIT 2012-2013 CHAPTER —IJMON/ Article XXXIV (TTV ISSITE.S Union Leave 19 Article XXXV Demotion And Layoff 19 Article XXXVI Changes in Memorandum 19 Article XXXV II City Rights 19 Article XXXVIE Employee Representation 20 Article XXXIX Grievance Procedure 22 Article XL Mtis%l Consent Contingency 25 Article XLI No Strikes 25 Article X= Probationary Period 25 Article XLIII Promotion 26 Article XLIV Seniority 26 Article XLV Shop Stewards 26 Article XLVI Status 27 Article XLVII Term 27 Exhibit A — Sa]ay Schedule effective 03/21/2012 Exhibit B — Wary Schedule Specific Positions effective 03/21/2012 Exhibit C — Incentive Pay Schedule Exhibit D — Incentive Pay for Equipment Maintenance Employees Exhibit E — Certification Pay 3 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Chapter 1- Salaries and Other Compensation ARTICLE I — SALARY 1.1 Bargaining unit members agree to accept the following furlough hours during the term of this MOU: July 1,2012 —December 31, 2012 — 72 hours, of which 6, 8 -hour days occur on a fixed day during the month (typically a Friday) and 3, 8 -hour days will be floating and must be used by December 31,2012 unless there is a scheduled conflict. January 1,2013 —December 31,2013 — 96 hours, all of which occur on a fixed day during the month (typically a Friday) unless there is a conflict. Fixed and floating furlough leave shall be deducted from bargaining unit members salary in equal amounts during the particular term. 1.2 For comparison purposes, the recognized survey cites are as follows: Chico Clovis Davis Fairfield Merced Manteca Modesto Redding Roseville Stockton Tracy Turlock Vacaville Visalia Woodland 1.3 If any City bargaining unit, group, or City Council (except for IBEW) receives a salary increase or a higher value medical and/or retirement benefit for the MOU negotiated (or last/best/final offer imposed) that otherwise expired on December 31, 2013 or by resolution adopted by Council this unit will receive the same benefit. This clause shall not be triggered as a result of a delay in implementing the medical cap to give affected employees the opportunity to move to a lower cost plan upon the next available open enrollment period. ARTICLE II —HOURS 2.1 Except as provided in subsequent sections, the normal hours of work for all represented -personnel shall be eight hours per day and 40 hours per week. Alternate work hours may be 9 hours a day in the 9/80 schedule for 80 hours in a two week period, or 10 hours per day in the 4/10 schedule. The lunch period shall normally commence between the third and fifth work hour at the discretion of the supervisor. a. Wastewater Plant Operators shall work shifts on a jointly agreed to rotating schedule with varying days off. This schedule shall be posted two weeks before the change of shift. b. Employees assigned to work "Relief Operator" duties shall receive compensation at a rate of 10% above their current base pay. The "Relief Operator" is one who works a normal day shift but is on call to assume a 4 MOU —CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 shift operators shift(s) for the duration of a vacancy, then return to regular hours. C. Street Sweeper Operators shall work a schedule which begins at 4:00 am. d. Alternate work schedules may be developedby mutual agreement between the employee and the appropriate supervisor. 2.2 Work schedules presently in effect shall remain in effect. Any proposed change in the work days or work hours shall be a meet and confer item. ARTICLE III — COMPENSATORY TIME 3.2 Employees may accrue compensatory time in lieu of overtime pay. The accrual rate for compensatory time shall be at the appropriate rate of overtime worked. 3.3 The decision to elect compensatory time or overtime pay may be made each time overtime is worked. 3.4 No more than (144) hours of compensatory time may be carried on the books at any time. 3.5 An employee's decision to elect compensatory time instead of overtime pay is irrevocable. 3.6 Upon separation, the employee will be paid at the employee's current hourly rate of pay or the average of the last three years, whichever is higher, for the remaining compensatorybalance. ARTICLE IV — OVERTIME 4.1 Overtime work, paid at the time and one-half rate, is work performed by an employee outside his or her regular work hours, and includes: a. Time worked outside of regular hours of work on a work day unless notification has been made in accordance with Sections 6.1 and 6.2; and b. Time worked on a non -work day. Overtime work paid at the double time rate is work performed in excess of 12 hours between 12 midnight and 12 midnight on any given day, any work performed between the hours of 12 midnight and 6:00 a.m., and any work performed on holidays. Hours worked on a holiday, aspart of any employee's regular work schedule, shall be compensated at the appropriate overtime rate as provided plus the employee shall receive his or her regular straight time pay. Holiday, for overtime purposes, is defined within the Holiday section of this MOU MOU — CIN QF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 4.2 Employees who are required to report for prearranged work on their non -work days or holidays shall be compensated at the overtime rate for actual hours worked, but in no event shall they be paid for less than three (3) hours. 4.3 If an employee has worked for six (6) hours or more at the overtime rate during the sixteen (16) hour period immediately preceding the beginning of his or her regular work hours on a work day he or she shall be given a rest period of six (6) consecutive hours at the completion of the overtime work. Compensation for the six (6) hour rest period shall be allowed at the straight time rate for those hours within the rest period which overlap the normal working hours. 4.4 Compensation paid to employees called out in emergency situations outside their regular work hours shall be a minimum of three (3) hours pay at the overtime rate. Additional call outs during that day shall be compensated at the overtime rate for actual hours worked with a one hour minimum. Only one call out between the hours of 12:00 o'clock midnight and 12:00 o'clock midnight shall be compensated at the minimum three hour period. Phone calls lasting less than 10 minutes and does not require substantive work would be paid 1 hour at the appropriate overtime rate. Calls more than 10 minutes would receive the standard 3 hour callback at the appropriate overtime rate 4.5 When, at the request of the Supervisor in charge, an employee reports for prearranged overtime: a. On work day outside of his or her regular work hours, he or she shall be paid overtime compensation for actual worked time in connection therewith, provided however, that if any such employee continues to work into or beyond his or her regular work hours, he or she shall be paid overtime compensation only for actual work time up to his or her regular work hours. b. Ch non work days or on holidays, he or she shall be paid overtime compensation for actual work time in connection therewith. For the purpose of this Section, prearranged overtime work is deemed to be work for which advance notice has been given by the end of his or her preceding work period on a work day. ARTICLE V - MEALS 5.1 If the City required an employee to perform work for one and one-half (11/2) hours immediately following quitting time, or if any employee is called in more than two (2) hours immediately before regular starting time, the City shall provide such employee with a meal. The cost of the meal not to exceed $20.00 with a receipt. If an employee works beyond the regular quitting time, the City shall continue to provide meals at four (4) hour intervals ukil the employee is dismissed from work. The cost of such meals and the time taken to consume them shall be at the City's expense. T MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012,2013 5.2 When the City requires employees to work on non -work days, the City shall provide meals at intervals of four (4)hours. The first meal shall be four (4)hours after employees report to work, providing time is allowed for an employee to eat before reporting. If such time is not allowed, the first meal break shall be two (2) hours after reporting for work and at the four (4) hour intervals thereafter. 5.3 When an employee is required to perform prearranged work on non -work days during regular work hours, he or she shall observe the lunch arrangement which prevails on his or her work days. If such work continues after regular work hours, the City shall provide the employee with meals in accordance with other provisions of this MOU. 5.4 If the City requires an employee to perform prearranged work starting two (2) hours or more before regular work hours on work days or non -work days, and such employee continues to work into regular hours, the employee shall provide for one meal on the j ob and the City shall provide other meals as required by the duration of the work period. The meals provided for in this Section shall be eaten at approximately the usual times and the usual practice relating to lunch periods on work days shall prevail. The usual times therefore shall be 7:00 a.m. —12:00 p.m. and noon — 6:30 p.m. ARTICLE VI — TEMPORARY UPGRADE Any employee who is assigned by the Department Head or designee to a higher classification in the absence of the incumbent shall receive a 10%wage increase while in this status. However, in no event shall the upgrade pay per hour exceed the `B" step of the classification to which the employee is temporarily upgraded. ARTICLE VII — SHIFT DIFFERENTIAL An Operations Premium of 3% will be applied to Wastewater Treatment Plant Operators for all hours worked during swing shifts. Swing shifts are those daily work periods regularly scheduled to begin from 2pm to 12am. Shift assignments shall be made by the City at its sole discretion consistent with this MOU. ARTICLE VIII —STANDBY DUTY Employees shall receive compensation of two (2) hours of straight pay when said employees are required to be placed in standby status for a shift. ARTICLE IX — TOOLS AND UNIFORM ALLOWANCE Uniforms provided by the City shall include a jacket, pants and shirts. Jackets shall be replaced as needed. Uniform service, including rental and cleaning of one uniform (shirts & pants) per work day, will be provided to the following Maintenance and Operators classifications: Environmental Compliance Insp. Facilities Maintenance Worker Facilities Supervisor Fleet Services Supervisor 7 Parts Clerk Plant & Equipment Mechanic Street Maintenance Worker III Street Supervisor MOU — C 1rY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Heavy Equipment Mechanic Maintenance Worker I & 11 Park Maintenance Worker I & II Park Maintenance Worker III Park Supervisor Chief Wastewater Plant Operator Sr. Facilities Maintenance Worker W/WW Maintenance Worker III W/WW Supervisor W/WW Plant OperatorUIUIII Welder -Mechanic Coveralls as needed, but no more than 3, are provided to: Chief Wastewater Plant Operator Wastewater Plant Operator I, II, III Sr. Plant and Equipment Mechanic Plant and Equipment Mechanic Environmental Compliance Inspector Maintenance Workers I and II assigned to White Slough Smocks as needed, but no more than 3, are provided to Laboratory Technician n ARTICLE X —SAFETY/SAFETY BOOT PROVISIONS 10.1 The City retains the right to set and maintain safety standards in the work place. Failure to adhere to safe work practices will be grounds for the City to take appropriate steps to ensure compliance. 10.2 The City agrees to provide an annual boot allowance of $200, paid quarterly as part of the last biweekly payroll in the months of March, June, September and December, for all classifications in this unit except Laboratory Technician I/E 10.3 Safety boots are defined as leather work boots with a minimum of 4" ankle support. Employees have the option of purchasing these boots with or without steel toes. 10.4 The City reserves the right to determine if a boot is appropriate to the job class, work hazards, and work conditions. ARTICLE XI - CLASS A LICENSE Those employees required to have a Class "A" commercial driver's license as part of their employment will be given $600 per year, to be paid in October of each year. ARTICLE X11 — EDUCATION INCENTIVES 12.1 The City shall make available incentive pay as shown in Exhibit B & D. Effective July 8, 1991, a $40.00 per month incentive shall be paid for each grade at or above the minimum grades shown. An employee can earn incentive pay to a combined maximum of $250.00 per month. 12.2 The City agrees to pay all fees charged in obtaining any license, mandatory or voluntary certification, or recertification required in the course of his or her employment upon successfullypassing the test procedures. 8 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 12.3 The City agrees to pay $20.00per month to two (2) Wastewater Plant Operators for the possession of a Qualified Applicators Certificate. In the event of the separation of one of the two, the remaining employee shall receive $40.00 per month. 12.4 Equipment Maintenance personnel shall be eligible for an incentive pay plan as autlimd'in Exhibit C. 12.5 Equipment Mechanics are eligible to receive incentive pay of either $25.00 or $50.00 per month for possession of Automotive Service Excellence Technician Certificates on the following basis: a. Only courses listed in Exhibit C will qualify towards this incentive. b. Employees will not be paid for both certificates in cases where one is a prerequisite of the other. For example, ASE certifications A-6, A-8 and L-1 are required by BAR in order to obtain a smog certificate. An employee having a BAR smog certificate will receive $50.00 for the smog certificate and the three ASE certificates will not be counted toward the ASE certification incentives. c. Employees will receive a total of $25.00 per month for possession of a minimum of three (3) certificates. d. Employees will receive a total of $50.00 per month for possession of a minimum of eight (8) certificates. Incentives in this subsection are limited to employees hired prior to the execution of this MOU (March 21,2012). ARTICLE XIII — BILINGUAL PAY Employees designated by the Department Head and approved by the City Manager who have passed a bilingual proficiency examination administered by the City shall receive a monthly bilingual supplement of $150.00. The City Manager has the discretion in determining the languages that will be recognized. ARTICLE XIV — TUITION REIMBURSEMENT Tuition Reimbursement will be provided as stated in the City's current Tuition Reimbursement Policy. The City will not eliminate this policy during the term of this MOU. ARTICLE XV — COURT APPEARANCES 15.1 Employees summoned by a court for jury duty shall be granted jury duty leave with pay and may keep any jury duty compensation received. Voluntary grand jury service such as that service in San Joaquin County is not covered by jury duty leave. 15.2 If jury duty attendance is less than one-half of a normal working day, the employee is expected to return to work. 6 MOU -CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 15.3 If an employee has had jury duty of six hours or more during a 16 -hour period immediately preceding the beginning of or following the end of his or her regular work hours on a work day, he/she shall be given a rest period of six (6) consecutive hours. 15.4 If an employee covered by this agreement is required by subpoena issued by an authority granted subpoena powers, to appear before it or to give a deposition as a result of an action taken within the scope of employment with the City that employee will receive his full pay while so doing with no loss of time if he/she is on regular duty. If the employee is not on duty the City agrees to compensate that employee at one and one half times his regular pay for the time spent in any appearance as required by this Article. As a prerequisite for payment to off-duty employee, the Department Head must be notified in writing of the off duty appearance within seventy-twohours after the employee is subpoenaed or otherwise notified of the required court appearance. ARTICLE XVI — MILEAGE COMPENSATON Employees using their personal automobile for City business, with their department head's approval, shall receive mileage compensation equal to that allowed by the Internal Revenue Service. City business does not include transportation to and from work or call backs due to emergencies, except that employees whose regular work station is at the White Slough Water Pollution Control Facility shall receive mileage compensation if called back to the plant in an emergency situation. Allowance changes shall be effective the first day of the month following the determination of an increase by the IRS. 10 MOU — CITY OF LODI AND AFSCME MAINTENANCEAND OPERATORS UNIT 2012-2013 Chanter 2 - Leaves ARTICLE XVH — CATASTROPHIC LEAVE 17.1 Catastrophic Leave will be provided as stated in the City's current Policy. The City will not eliminate this policy during the term of this MOU . Catastrophic Leave may be utilized for care of an employee's qualified family members (as identified in the City's Catastrophic Leave Policy) even if the employee participates in Short Term Disability. 17.2 Catastrophic Leave may be utilized (according to Policy) upon expiration of any use of Short Term Disability ARTICLE XVIII — BEREAVEMENT LEAVE 18.1 Regular employees shall be granted 3 days of bereavement leave per incident to attend the funeral of a member of their immediate family, including the time the deceased may lie in state, the day of the funeral, and the time necessary to travel to and from the location of the funeral. The immediate family shall be limited to an employee's: spouse parent grandparent grandparent -in-law parent -in-law child grandchild son-in-law daughter-in-law stepchild foster parents brother half-brother half-sister sister or a more distant relative who was a member of the employee's immediate household at the time of death. 18.2 A regular employee may use sick leave, vacation leave, or compensatory time off to attend the funeral of a person the employee may be reasonably deemed to owe respect. Use of sick leave may not exceed three (3) days. ARTICLE XIX — HOLIDAYS 19.1 Members of this Unit shall observe the following nationally observed holidays: New Year's Day Martin Luther King, Jr. Day President's Day Memorial Day Independence Day Labor Day Thanksgiving Day Day after Thanksgiving Christmas Eve (4 hours) Christmas Day 11 January 1 3rd Monday in January 3rd Monday in February Last Monday in May July 4 1St Monday in September 40` Thursday in November Friday following Thanksgiving Day December 24 December 25 MOT J — C= OF T ODT AND AFSCMF, MAINTENANCE AND OPERATORS UNIT 2012-2013 Employees receive holiday pay if/when they work on the above City -recognized national holiday In addition, each employee shall be granted thirty-six (36) hours of holiday leave to be taken off at a time mutually agreed upon between the employee and the department head. Holiday leave cannot be carried over into the following calendar year. Holidays which fall on the first regularly scheduled day off shall be observed on the preceding work day. Holidays which fall on any other regularly scheduled day off shall be observed on the next regularly scheduled work day, with the exception that if the next regularly scheduled work day is also a holiday, the first holiday shall be observed on the preceding work day. 19.2 Holiday time may be taken in quarter hour increments. ARTICLE XX —LEAVES OF ABSENCE Leave of Absence will be provided as stated in the City's Leave of Absence Policy. The City will not eliminate this policy during the term of this MOU ARTICLE XXI — SICK LEAVE 21.1 Effective July 19, 2004, full time employees shall accumulate sick leave at the rate of 3.70 hours per pay period. 21.2 Sick leave maybe accumulatedup to an unlimited amount. 21.3 Employees will be able to use family sick leave for parents or children not residing with the employee consistent with City policy regarding use of sick leave for . family member's illnesses. ARTICLE XXII — VACATION LFA 22.1 Employees shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hrs per pay period 6th year: 4.62 hrs per pay period 12thyear: 5.24 hrs per pay period 15th year: 21st year: 22nd year: 23rd year: 24th year: 25th year & over: 6.16 hrs per pay period 6.47 hrs per pay period 6.78 hrs per pay period 7.09 hrs per pay period 7.40 hrs per pay period 7.71 hrs per pay period 22.2 If conflict arises in the scheduling of vacation of employees in the same classification, the conflict shall be resolved in favor of the employee with the greatest City seniority. The senior employee shall receive first choice in any scheduling period. IM MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 22.3 The maximum amount of unused vacation hours that an employee may accrue, at any given time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. Under extenuating circumstances, requests to accrue vacation leave over the nwdnun may be authorized by the City Manager. For all other issues regarding Vacation Leave refer to the City's Policy on Vacation Leave. 22.4 For all persons hired after September 1, 1995 the maximum vacation accrual rate will be 6.16 hours per pay period. 13 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Chapter 3 - Insurance and Retirement ARTICLE XIII — MEDICAL INSURANCE 23.1 All employees are offered medical insurance for themselves and dependents through Ca1PERS-Medical Plans. City shall pay 100%premium for the employee's family category (Family, Employee+l, Single) for the lowest cost PERS HMO available in Lodi's geographical area (excluding PORAL) as of January 1,2012. 23.2 The City will waive the current employee medical contribution effective the first pay period that begins two weeks after this agreement is approved by Council. If Employee selects a higher cost plan, Employee will pay the difference as a payroll deduction. If an employee elects not to be covered by medical insurance through the City of Lodi, an additional: $692.81 per month for family 1$532.92for employee + 1 dependent $305.22 for single will be added to either the employee's deferred compensation account or cash. In order to qualify for this provision, proof of group insurance must be provided to the City. 23.3 Employees will pay one hundred percent (100%)of the change in medical costs beginning January 2013. The baseline will be the January 2012 lowest cost PERS HMO for the employee's family category (Family, $1587.14; Employee+l, $1220.88; Single, $610.44). Effective January 1,2013, the maximum amount the City will pay towards medical premiums will be revised as follows for employees whose annual base salary, adjusted for furloughs, is less than $40,000. For those taking single coverage, City maximum amount paid will increase by the lesser of actual premium increases from Ca1PERS or 3%. For those taking Employee + 1 or Family coverage, City maximum amount paid will increase as noted below: • If actual premium increase is 6.55% or less, City will increase maximum amount paid by the lesser of actual premium increase or 6.55%. • If actual premium increase is greater than 6.55% and less than or equal to 9.55%, City will increase maximum amount paid by the actual premium increase over 6.55%, up to a maximum of 3% (9.55%). • If actual premium increase is greater than 9.55%, City will pay the incremental difference between 6.55% and 9.55%(i.e. 3.00%). 14 MOU - C1TY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 In no event will the amount to be paid by the City exceed 3.00% over the current City paid amount. Percentage increases shall be based upon the amounts shown above ($610.44 for single, $1,220.88 for Employee + 1 and $1,587.14 for Family). 23.4 Employees shall be eligible for medical insurance from the first day of the month following the date the employee becomes a full-time regular employee of the City of Lodi. 23.5 The City shall pay 100% of the premiums or up to the maximum City payment noted above for health and dental benefits for the unmarried surviving spouse and any minor children of any members of this unit who is killed or dies during the performance of official duties. This benefit terminates if the surviving spouse remarries, the children reach the age of 26, or other medical insurance becomes available. ARTICLE XXIV — DENTAL INSURANCE 24.1 Employees are provided fully paid family dental insurance. 24.2 Maximum benefits are $1000 for each family member enrolled in the dental plan per calendar year. There is a $25 deductible plus co-insurance features. ARTICLE XXV —VISION INSURANCE The City agrees to provide a vision care plan equivalent to the VSP Plan B with a $25.00 deductible for the employee and dependents. The entire premium shall be paid by the City. ARTICLE XXVI — CHIROPRACTIC INSURANCE The City agrees to pay all costs of premiums for employees and dependents for a chiropractic plan equivalent to the Landmark chiropractic plan. ARTICLE XXVII —LIFE INSURANCE The City agrees to provide a life insurance program providing an additional $10,000 term life insurance for the employee. Said amount of insurance to reduce to $6,500 at age 70, and to decrease to 10% at age 95. In addition, a spouse, unmarred dependent children between the ages of 6 months and 21 years, unmarried student dependent children aged 21 or 22, and dependent handicapped children shall be covered for $1,500 insurance. Children between the age of 14 days and 6 months shall be provided with $150 life insurance. ARTICLE XXVIII — LONG TERM DISABILITY 28.1 A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66-2/3% to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences 60 days from the date of disability. Please refer to the City's Policy on Long Term Disability. 28.2 The maximum length of coverage is three years from date of disability. 15 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 ARTICLE XXIX — WORKER'S COMPENSATION The City and AFSCME mutually agree that when an employee is compelled to be absent from work due to injuries or illness arising out of and in the course of his or her employment, the City shall pay full compensation to any represented employee who becomes eligible for benefits under Worker's Compensation laws for the period of the time between the injury and the first day of eligibility for benefits. With the determination that the injury or illness is compensable in accordance with Workers' Compensation benefit criteria, the employee, upon receiving said benefits paid by Workers' Compensation shall also receive compensation from the City in such an amount that when added to the Workers' Compensationpayment shall equal his or her regular salary. The amount paid by the City shall, after the period from the date of injury and date of eligibility, be charged to the employee's sick leave account. The employee's regular deductions shall be made from the amount paid by the City. ARTICLE XXX — FLEXIBLE SPENDING ACCOUNT 30.1 The City will maintain a "flexible spending account" to conform to IRS regulations to be used for premium contributions, dependent care and/or un -reimbursable medical payments for unit members. 30.2 The City intends to propose a Cafeteria -based benefit program in 2012 with an effective date of January 1, 2013. This program would incorporate, but not be limited to: medical, vision, dental, chiropractic, and life insurance. The above listed terms of this agreement will be reopened for negotiation upon the City's presentation of a Cafeteria plan. The City's proposed Cafeteria Plan will offer substantially the same or better benefits to those currently received by unit members. ARTICLE XXXI —DEFERRED COMPENSATIONPLAN 31.1 The City and AFSCME agree to the implementation of the following program effective July 1, 1977. 31.2 The City shall match contributions by an employee to a deferred compensation program up to a maximum 3.0% of the employee's gross salary beginning in the pay period that July 1,2012 falls. ARTICLE XXXII — PERS 32.1 The City agrees to provide the following PERS retirement program and to pay the employers cost: a. PERS "2%at 55" full formula retirement benefits plus the following additional options: b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 50% benefit (Section 21298) MOU - CRY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 c. Third level of 1959 SurvivorBenefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefit before retirement. (Section 21382.4). d. Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. (Section 21263 and Section 21263.1 and Section21263.3) e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. (Section 20862.8). f. Military Service Credit as Public Service (Section 21024). g. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h 50% survivor continuation in the event of death after retirement. Employees shall pay the employee portion of Retirement Benefits as follows: January 1,2012 through December 31,2012 — 1% January 1,2013 through December 30,2013 —3.3% December 31,2013 and thereafter —7.0 % 32.2 The City and AFSCME agree to a new retirement formula of 2% @ 60. Those employees hired after the City transitions to 2% @ 60 (which would occur once the City receives approval from Ca1PERS) will be subject to the new retirement plan of 2% @ 60. Until that date, AFSCME members hired will remain in the 2% @ 55 retirement plan. ARTICLE XXXIII — SICK LEAVE CONVERSION 33.1 For all unused sick leave balance, a represented employee with ten years of employment with the City will receive medical coverage upon retirement (but not upon resignation or termination) using one of the following options: Oration #1— CONVERSION After ten years of employment with the City, 50% of the represented employee's unused sick leave shall be converted to months of medical insurance as adjusted herein. For each year that an employee has been employed by the City in excess of ten years, the employee shall be entitled to add 2 V2% to the 50%before converting the unused sick leave to months of insurance. EXAMPLE: ROBERT SMITH RETIRES WITH 20 YEARS OF SERVICEAND 1800HOURS OF UNUSED SICK LEAVE. 1800?- 8 X 75% _ 12 = 14.06 YEARS OF COVERAGE The amount of the premium paid shall be the same as the premium paid by the City at the time of retirement. Any differences created by an increase in premiums must be paid for by the employee. In the event the retiree dies the surviving dependent(s) may purchase medical insurance for the same period as if the employee had not died. 17 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Option #2 — BANK 50% of the dollar value of sick leave will be placed into a bank to be used for medical insurance premiums for the employee and dependent(s). For each year that an employee has been employed in excess of 10 years, 21h % will be added to the 50% before valuing the size of the bank. Each hour of sick leave is valued at $20.00. EXAMPLE ROBERT SMITH RETIRES WITH 20 YEAR S OF SERVICE AND 1800 HOURS OF UNUSED SICK LEAVE (MULTIPLICATIONFACTOR - $20.00). 1800 x 75%x $20.00 = $27,000.00 This amount will be reduced each month by the current premium for the employee and dependent(s) until the balance is gone. In the event the retiree dies the remaining bank will be reduced by 50% and the surviving dependent(s) may use the bank until the balance is gone. Option #3 — CASH OUT A retired employee may choose to receive a cash settlement for unused sick leave at the rate of $.30 on the dollar. Under this provision, employee's sick leave balance at the time of retirement shall be converted to dollars at the employee's current rate of pay. 33.2 In the event an active employee dies before retirement and that employee is vested in the sick leave conversion program, the surviving spouse will have an interest in one-half the value of the Bank option as calculated in section 30.1. 33.3 Employees selecting option #1 or #2, who retire on a service retirement, shall have the option of purchasing, at the employee's cost, additional medical insurance sufficient to reach age 65. 33.4 Out of area retirees may receive reimbursement for medical insurance premiums up to the City liability as specified in Section 30.1 of this Article. 33.5 The City agrees to modify its contract with PERS to add credit for unused sick leave per Government Code Section 20862.8. This benefit is available to all employees regardless of the date hired; however, it is the only sick leave conversion benefit available to employees hired after July 1, 1995. It is agreed that eight hours equal one day for purposes of determining day creditable. If an employee opts to utilize the provisions of any section of Article 30 other than 30.5, the City will report to PERS they have zero hours of unused sick leave. 18 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Chapter 4. Union/City Issues ARTICLE XXXIV —UNION LEAVE 34.1 Whenever any employee is absent from work as a result of a formal request by the AFSCME to send an employee to school to be involved in union business, the City shall pay for all regular time lost and shall be reimbursed therefore by the AFSCME at the rate of one hundred and fifty percent (150%)of the employee's regular wage rate. 34.2 The City agrees to provide storage space to AFSCME for union materials. ARTICLE XXXV — DEMOTION AND LAYOFF 35.1 The classification of Maintenance Worker in the Parks, Recreation and Cultural Services or Public Works Department will be "Y" rated if an employee is involuntarily transferred or demoted between departments as a result of a reduction in workforce. 35.2 Bargaining unit has the ability to appeal a layoff decision made by Human Resources to the City Manager. ARTICLE XXXVI — CHANGES IN MEMORANDUM The parties agree to reopen this Memorandum and to renew meeting and conferring on the subjects set forth herein during the term of this Memorandum only in the event that any provision of this MOU is modified by statue, applicable regulation or by order of Court in such a way as to affect either the employees or the City. In such event, all remaining provisions of the MOU shall continue in full force and effect unless and until they are also modified by statue, applicable regulation, order of Court, or agreement of the parties. ARTICLE XXXVH — CITY RIGHTS It is further understood and agreed between the parties that nothing contained in this MOU shall be construed to waive or reduce any rights of the City, which include but are not limited to the exclusive rights to: • Determine the mission of its constituent departments, commissions, and boards; to set standards of service. • Determine the procedure and standards of selection for employment; to direct its employees. • Maintain the efficiency of governmental operations. • Determine the methods, means and personnel by which government operations are to be conducted. • Take all necessary actions to carry out its mission in emergencies. 19 MOU — CITY OF IMI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 • Exercise complete control and discretion in the technology of performing its work. City rights also include the right to determine the procedures and standards of selection for promotion, to relieve employees from duty because of lack of work or other legitimate reasons, to take disciplinary action, and to determine the content of job classifications; provided, however, that the exercise by the City of the rights in this section does not preclude employees or their recognized employee organizations from filing grievances regarding the practical consequences that decisions on such matters may have on wages, hours or other terms and conditions of employment. ARTICLE XXXVIII —EMPLOYEE REPRESENTATION 38.1 This Memorandum of Understanding (hereinafter referred to as "MOU") is entered into between representatives of the City of Lodi (hereinafter referred to as "City") and representatives of the Lodi Chapter of the American Federation of State, County and Municipal Employees (hereinafter referred to as "AFSCME"), for the Maintenance and Operators Unit. The parties to this MOU acknowledge and agree that this MOU constitutes the results of meeting and conferring in good faith as contemplated by Sections 3500 et seq. of the Government Code of the State of California, and further acknowledge and agree that all matters upon which the parties reach agreement are set forth in this MOU. Except as specifically modified by this MOU, all existing benefits currently being furnished to employees and all existing terms and conditions of employment are to continue in effect unless and until the parties meet and confer regarding a change in such existing benefits, terms or conditions of employment. The terms and conditions of this MOU are applicable to all regular and probationary employees represented by AFSCME in Exhibit A. 38.2 The City shall grant dues deduction to City employees who are members of AFSCME in accordance with the terms and conditions set forth in City of Lodi Resolution 2011-51. 38.3 UNION SECURITY, MEMBERSHIP AND DUES CHECK OFF a. Union Membership — All employees covered by this Agreement shall, as a condition of employment, become and remain members of the UNION within 30 days of employment in a covered job classification. The CITY will inform all new hires and employees promoting into the bargaining unit of the existence of this Collective Bargaining Agreement and the requirement to become and maintain membership in the UNION. A UNION Officer, or designee, will be notified within 10 business days and afforded time to meet with any employee entering the bargaining unit in order to conduct a UNION Orientation Meeting. b. In the event an employee covered by this Agreement fails to apply for, or maintain their membership in the UNION, or reinstate themselves into 20 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 membership in good standing, the UNION may give the CITY written notice of the fact and request that the employee be suspended or terminated from employment. In such event, the CITY shall suspend or terminate the employment of said employee, as requested, within 15 business days of receipt of the notice. c. H r Share Donation — Any employee who is a member of a bona fide religion, body, or sect who has historically held conscientious objections to joining or financially supporting public employee organizations shall not be required to join or financially support the UNION. Such employee shall, in lieu of Agency Shop Fees, pay sums equal to said amount to a non -religious, non -labor United Way charitable organization exempt from taxation under Section 501 c (3) of the Internal Revenue Code, which has been selected by the UNION from the local United Way. Payments shall be made by payroll deduction as a condition of continued exceptions from the requirements of financial support to the UNION and as a condition of continued employment. Disputes regarding the application for this provision, by employees, shall be subject to arbitration. d. Membership status shall remain in effect for the duration of this Agreement except that an employee may change his or her status from UNION member not more than 90 days or less than 60 days prior to the expiration of this Agreement. An employee changing his or her membership status shall submit the appropriate form to the UNION. Thereafter, the UNION will notify the CITY of the change and the appropriate notation shall be made to the employee's record and/or payroll deduction. e. The CITY shall provide the UNION, on a monthly basis, the name, home address and department, division or work unit of employees entering or leaving a job classification covered by this Agreement. Employees leaving or reentering employment from Military Leave will be noted. f. Dues Check Off — On a bi-weekly basis the CITY agrees to deduct from the pay of each member of the UNION covered by this Agreement, who authorized such deductions in writing, all dues or fees levied by the UNION. The CITY shall provide the UNION 5 business days prior to the end of the pay period an alphabetical list of employees belonging to the UNION. The list shall contain the amount of payroll deduction for each employee listed. The QTY agrees to remit to the UNION on a bi-weekly basis the aggregate amount of deductions shown on the list furnished by the UNION. A copy of the Check Off Authorization Form signed by each employee shall be submitted by the UNION to the CITY. g. Payroll deductions shall be limited to the following choices: • Union Membership Dues • Agency Shop Fees • AFSCME Voluntary Political Action Check Off (PEOPLE) 21 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 • Hdr Share donations to the United Way Campaign • HYw Share donations are limited to employees with religious objections. h. The Union will comply with its legal obligation regarding the administration of this section. Hold Harmless — The UNION agrees to hold harmless and to indemnify the CITY for any and all costs or legal action, which may be caused, or result from the CITY'S compliance with this Article. 38.4 The City shall allow AFSCME access to city meeting facilities at no cost to AFSCME subjectto the operating needs of the City. Requests for such use shall be made in advance to the appropriate department head managing the facility or designee and shall include the date, location, time and general purpose of such meeting. The City may establish reasonable regulations governing the use of such facilities. 38.5 No City employee or applicant for employment shall be discriminated against in any aspect of employment because of race, national origin, ancestry, color, religious or political opinions or affdiations, union affiliation, age, sex or disability. 38.6 The City and AFSCME agree and understand that if any section of the MOU in any way conflicts with the terms and conditions of employment stated in other authorities, such as the personnel rules, administrative policy and procedure manual, city resolutions, or city ordinances, any ambiguity will be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document is controlling. ARTICLE XXXIX — GRIEVANCE PROCEDURE 39.1 This grievance procedure shall be used to process and resolve disputes regarding the interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretations and clarification executed by AFSCME and the City. The intent of this procedure is to resolve grievances informally at the lowest possible level and to provide an orderly procedure for reviewing and resolving grievances promptly. A grievance is a good faith complaint of one or a group of employees or a dispute between the City and AFSCME involving the interpretation, application, or enforcement of the express terms of the MOU and other terms and conditions of employment and matters of discipline which includes demotion, suspension or discharge. As used in this procedure, the term "party" means an employee, AFSCME, the City or the authorized representative of any party. The employee is entitled to representation through all steps in the grievance procedure. 22 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012,2013 39.2 Disputes involving the following subjects shall be determined by the Grievance Procedures established herein: a. Interpretation or application of any of the terms of this agreement, including Exhibits thereto, Letters of Agreement, and/or formal interpretations and clarifications executed by AFSCME and the City. b. Discharge, demotion, suspension or discipline of an individual employee. C. Disputes as to whether a matter is proper subject for the Grievance Procedure. d. Disputes which may be of a "class action" nature filed on behalf of AFSCME or the City. Class action grievances shall be in writing from AFSCME to the City Manager or vice versa. 38.3 STEP ONE: Discussion between the employee and/or the employee's representative, and the division head or designated supervisor directly involved, who shall answer within fifteen (15) work days. This step shall be taken within thirty (30) work days of the date of the action complained of, or the date the grievantbecame aware of the incident which is the basis of the Grievance. 39.4 STEP TWO: If a grievance has not been resolved in initial step, a written statement signed by the Grievant shall be presented to the department head which shall include the action being grieved and the desired remedy. A discussion shall then take place between the employee, his or her representative, and the department head, who shall answer in writing within fifteen (15)work days. This Step shall be taken within fifteen (15)work days from the date of the answer in Step One. 39.5 STEP THREE: If a grievance is not resolved in Step Two, Step Three shall be the presentation of the Grievance, in writing, by the employee or his/her representative to the City Manager, who shall answer in writing within fifteen (15) work days of receipt of the Grievance. This Step shall be initiated within fifteen (15) work days of the date of the answer in Step Two. 39.6 STEPFOUR: If a grievance is not resolved by the City Manager, arbitration shall be the final level of appeal for the grievances and discipline. It is agreed by both parties that the decision of the arbitrator is binding and final on both parties and that if this procedure is utilized all other avenues of appeal are waived. If arbitration is chosen the City must be notified within fifteen (15) work days of the City Manager's decision. Within ten (10)working days after the request for arbitration is received by the City or at a date mutually agreed to by the parties, the parties shall meet to select an impartial arbitrator. If no agreement is reached at this meeting, the parties shall immediately and jointly request the State Conciliation and Mediation Service to submit to them a panel of five (5) arbitrators from which the City and AFSCME shall alternately strike names until one (1) name remains; this person shall be the 0 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 arbitrator. If the State Conciliation and Mediation Service cannot provide a list of five (5) arbitrators, the same request shall be made of the American Arbitration Association. To ensure that the arbitration process is as brief and economical as possible, the following guidelines shall be adhered to: a. An arbitrator may, upon mutual consent of the parties, issue a decision, opinion or award orally upon submission of the arbitration. b. Both parties and the arbitrator may tape record the hearing. C. There shall be no official transcript required; however, either party may utilize a court reporter at its own sole expense. The cost of a court reporter required by an arbitrator shall be shared equally by the parties. d. The parties may agree to prepare a joint letter submitting the issue in dispute. The letter shall present the matter on which arbitration is sought and shall outline the MOU provisions governing the arbitration. It may contain mutually agreed on stipulations of fact and it may be accompanied by any documents that the parties mutually agree shall be submitted to the arbitrator in advance of the hearing which may not necessarily be stipulations of fact. Further, if the parties mutually agree, the entire matter may be submitted to arbitration for review without a hearing. Absent agreement to prepare ajoint letter, the parties may submit separate letters. e. The strict rules of evidence are not applicable and the hearing shall be informal. f. The parties have the right to present and cross examine witnesses, issue opening and closing statements, and file written closing briefs. Testimony shall be under oath or affirmation. g. The arbitrator may exclude testimony or evidence which he/she determines irrelevant or unduly repetitious. h Attendance at a hearing shall be limited to those determined by the arbitrator to have a direct connection with the appeal. Witnesses normally would be present at the hearing only while testifying and should be permitted to testify only in the presence of the employee or his/her representative and the employer's representative. i. The arbitration hearing will be held on the employer's premises. j, The cost of arbitration shall be borne equally by the parties. However, the cost, if any, of cancellation or postponement shall be the financial responsibility of the party requesting such delay unless mutually agreed by the parties. 24 MOU — CH Y OF LODI AND AFSCME MAINTENANCE .AND OPERATORS UNIT 2012-2013 The decision, opinion, or award shall be based on the record developed by the parties before and during the hearing. The decision will be in writing and shall contain the crucial reasons supporting the decision and award. The arbitrator has no power to add to, subtract from, or modify the terms of the MOU or the written ordinances, resolutions, rules, regulations and procedures of the City, nor shall he/she impose any limitations or obligations not specifically provided for under the terms of the MOU. The arbitrator shall be without power or authority to make any decision that requires the City or management to do an act prohibited by law. The arbitrator has no power to add to a disciplinary action. 39.7 Failure by either party to meet any of the aforementioned time limits as set forth in Section 36.3, 36.4, 36.5, or 36.6 shall result in forfeiture by the failing party. Except, however, that the aforementioned time limits may be extended by mutual agreement. Grievances settled by forfeiture shall not bind either party to an interpretation of this MOU, nor shall such settlements be cited by either party as evidence in the settlement of subsequent grievances. 39.8 Employees may have documents (other than performance reports) relating to absenteeism and disciplinary actions removed from their personnel files if the incident prompting the action took place twenty-four (24) months or more previous and no incident of a similar nature has occurred in the interim. 39.9 An employee may represent himself/herself at any step of the Grievance Procedure up to Step 3. 39.10 Only AFSCME may appeal a grievance to arbitration. ARTICLE XL — MUTUAL CONSENT CONTINGENCY This MOU may be amended any time during its life upon the mutual consent of the City and AFSCME. Such amendment must be in writing and attached to all executed copies of this MOU. ARTICLE XLI —NO STRIKES The represented employees agree that they shall not strike, withhold services, engage in "slow downs" or "sick -ins", or participate in any other concerted activity which adversely affectsjob performance or City services during the term of this MOU. ARTICLE XLII — PROBATIONARY PERIOD 42.1 All appointments to positions in the classified service shall be subject to a probationary period of 12 continuous months of service. The probationary period shall be regarded as an integral part of the examination process and shall be used to closely observe the employee's work for securing the most effective adjustment of an employee to his or her new duties, assignments and responsibilities in his or her new position and for rejecting any probationary employee whose performance does 25 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 not meet required work standards. If the service of the employee is deemed to be unsatisfactory, the employee shall be notified that he or she has not satisfactorily completed probation. 42.2 During the probationary period, all new hires shall have all the rights and privileges afforded to other employees, except: a. Vacation Leave — See Article XX for vacation schedule. b. The use of the Grievance Procedure to grieve termination. C. The City and the employee may mutually agree to extend the probationary period for not more than 6 months. The AFSCME shall be notified of all extensions. 42.3 In the event an employee is promoted and is rejected by the appropriate department head, he or she shall be reinstated to the position which he or she was promoted. The seniority and status of a rejected candidate shall continue as before. ARTICLE XLIII —PROMOTION The City and AFSCME mutually agree it is good personnel practice to make every effort to promote from within, consistent with the best interest of the City. ARTICLE XLIV — SENIORITY Seniority is defined as the total length of continuous service with the City. Continuity of service shall not be broken and seniority shall accrue when an employee is: a. inducted, enlists, or is called to active duty in the Armed Forces of the United States or service in the Merchant Marine under any Act of Congress which provides that the employee is entitled to re-employment rights, b. on duty with the National Guard, c. is absent due to industrial injury, d. on leave of absence, or e. absent due to layoff for a period of less than twelve (12) consecutive months. ARTICLE XLV — SHOP STEWARDS The AFSCME agrees to notify the City in writing as to the appointment of all shop stewards. Shop stewards shall be required to work full time in their respective classifications and shall not interrupt the work of other employees. A steward may, with reasonable notice and the approval of his or her supervisor, leave the job during working hours for reasonable period to investigate pending grievances and to take part in the Grievance Procedure. However, no steward shall leave the j ob while his or her presence is necessary in the judgment of his or her supervisor for the safe conduct and efficiency of the operations in which he or she is engaged. 26 MOU —CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 ARTICLE XLVI — STATUS Employees shall be designated as regular, probationary, or temporary, depending upon the purpose for which they are hired and their length of continuous service with the City. a. A regular employee is defined as an employee who has twelve (12) months or more service with the City in full time employment, except as provided for in the Rules for Personnel Administration Article X1 (Probationary Period). b. A probationary employee is defined as an employee hired for a full time position that has been regularly established as an authorized position and is of indeterminate duration. A probationary employee shall receive not less than the minimum rate for the job and shall be eligible for sick leave pay, vacation pay, holiday pay, retirement plan participation, insurance coverage and items of a similar nature, as he or she becomes eligible, but shall not be given preferential consideration for promotion or transfer or be eligible for a leave of absence. Upon completion of twelve months of continuous full time service with the City, a probationary employee shall be given the status of a regular employee. c. A temporary employee is an employee hired on a full time basis to temporarily fill a M time position (at least 32 hours per week). Temporary employees shall attain regular status afterbeing employed for twelve (12) continuous months. ARTICLE XLVII —TERM The terms and conditions of this MOU shall continue in effect until such time as they are superseded by a signed agreement/MOU between the City of Lodi and AFSCME. The term of this MOU shall cover the period from January 1,2012 to December 31,2013 . 27 MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 E,�IT A - Effective 03/21/12 Occupation Title OCC Step A Step B Step C Step D Step E Chief Wastewater Plant Operator 358 5009.46 5259.93 5522.93 5799.07 6089.03 Environmental Compliance Inspector 425 4148.20 4355.61 4573.39 4802.06 5042.16 Equipment Service Worker 166 3039.45 3191.42 3350.99 3518.54 3694.47 Facilities Supervisor 78 4226.16 4437.47 4659.34 4892.31 5136.92 Fleet Services Supervisor 265 4614.03 4844.73 5086.97 5341.32 5608.38 Heavy Equipment Mechanic 264 3647.72 3830.11 4021.61 4222.69 4433.83 LaboratoryTechnician 1 712 3304.12 3469.33 3642.80 3824.94 4016.18 LaboratoryTechnician 11 713 3634.25 3815.96 4006.76 4207.10 4417.45 Lead Equipment Mechanic 266 4012.49 4213.12 4423.77 4644.96 4877.21 Maintenance Worker I 252 2893.11 3037.84 3189.68 3349.15 3516.76 Maintenance Worker 11 255 3181.89 3340.99 3508.04 3683.44 3867.61 Park Maintenance Worker 1 273 2755.52 2893.30 3037.96 3189.86 3349.35 Park MaintenanceWorker 11 276 3030.79 3182.32 3341.44 3508.51 3683.94 Park Maintenance Worker 111 279 3333.96 3502.47 3675.69 3859.48 4052.45 Park Supervisor 270 4226.16 4437.47 4659.34 4892.31 5136.92 Parts Clerk 135 2895.08 3039.83 3191.82 3351.42 3518.99 Plant & Equipment Mechanic 430 3771.02 3959.50 4157.37 4365.17 4583.44 Senior Facilities Maintenance Worker 73 3674.67 3858.40 4051.32 4253.89 4466.59 Senior Plant & Equipment Mechanic 434 4148.26 4355.69 4573.47 4802.14 5042.24 Stage Technician 113 3674.671 3858.40 4051.32 4253.89 4466.59 Street Maintenance Worker 111 258 3500.47 3675.49 3859.26 4052.23 4254.84 Street Supervisor 381 4436.94 4658.79 4891.73 5136.31 5393.13 Traffic/Sign Making Worker 277 3030.79 3182.32 3341.44 3508.51 3683.94 Wastewater Plant Operator 1 361 3598.54 3778.47 3967.39 4165.76 4374.05 Wastewater Plant Operator II 360 3958.50 4156.43 4364.25 4582.46 4811.58 Wastewater Plant Operator 111 362 4354.36 4572.07 4800.67 5040.71 5292.74 WaterMastewater Maintenance Worker III 431 3500.47 3675.48 3859.27 4052.23 4254.84 WaterMastewater Supervisor 429 4770.83 5009.52 5259.78 5522.93 5799.13 Welder- Mechanic 171 3647.63 3830.15 4021.681 4222.75 4433.87 28 MOU -CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 EXHMIT B - Specific Positions Effective 03/21/12 Occu ation Title OCC Step A Step 8 Stop C Step D Step E Environmental Compliance Inspector 4181.11 4390.16 4609.67 4840.15 5082.16 Equipment Service Worker 3080.58 3234.61 3396.34 3566.16 3744.47 Heaw Equi ment Mechanic 3812.26 4002.88 4203.02 4413.17 4633.83 Lead Equipment Mechanic 4177.03 4385.88 4605.18 4835.44 5077.21 Plant& Equipment Mechanic 4094.41 4299.13 4514.09 4739.79 4976.78 Street Maintenance Wodcer 1 2967.29 3L 15.65 32'71.44 3435.01 3606.76 Street Maintenance Wodcer 11 3255.94 3418.73 3589.67 3769.15 3957.61 Street Maintenance WoAer 111 3607.42 3787.79 3977.18 4176.04 4384.84 Street Supervisor 4576.80 4805.64 5045.92 5298.22 5563.13 Waterwastewater Maintenance Wodicer 1 2992.25 3141.86 3298.96 3463.90 3637.10 Waterwastewater Maintenance Wodicer 11 3319.57 3485.55 3659.83 3842.82 4034.96 Waterwastewater Maintenance Wodicer 111 3747.43 39134.81 4131.55 4338.12 4555.03 Waterwastewater Supervisor %67.48 5425.85 I 56J1.14 5982.00 6281.10 29 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 1 *14 111 1.10 06A INCENTIVE PAY SCHEDULE Minimum Grade Level 1. Industrial Waste Inspector Certification to Earn Incentive (CWEA-4 Grade Levels) • Laboratory Technician I & II I • Water/ Wastewater Supervisor I • Chief Wastewater Plant Operator I • Laboratory Services Supervisor M • Environmental Compliance Inspector 111 Minimum Grade Level 2. Laboratory Analvst Certification to Earn Incentive (CWEA or AWWA — 4 Grade Levels) • Laboratory Technician I I • Laboratory Technician II II • Wastewater Plant Operator I & II I • Environmental Compliance Inspector II • Chief Wastewater Plant Operator ]1 • Laboratory Services Supervisor III Minimum Grade Level 3. Mechanical Maintenance Certification to Earn Incentive (CWEA — 4 Grade Levels) • Plant and Equipment Mechanic II • Wastewater Plant Operator I & 11 I • Water/ Wastewater Maintenance Worker I, 1L IH 11 • Chief Wastewater Plant Operator II • Sr. Plant and Equipment Mechanic III • Water/ Wastewater Supervisor II Minimum Grade Level 4. Sewer Collection Maintenance Certification to Earn Incentive (CWEA — 4 Grade Levels) • Laborer, Maintenance Worker I & II I (Streets or Water/ Wastewater) • Maintenance Worker III R (Streets or Water/ Wastewater) • Plant and Equipment Mechanic II • Sr. Plant and Equipment Mechanic II • Street Supervisor, Water/ Wastewater III Supervisor 30 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 Minimum Grade Level 5. Wastewater Treatment Plant OUr. Certification to Furl incentive (CSWRCB — 5 Grade Levels) • Wastewater Plant Operator I 11 • Wastewater Plant Operator ll M • Chief Wastewater Plant Operator IV Minimum Grade Level 6. Water Distribution Operator Certification to lm Incentive (State of California — 5 Grade Levels) • Laborer ( Water/ Wastewater) I • Maintenance Worker I, H, III 11 (Water/Wastewater) • Laboratory Services Supervisor 11 • Environmental Compliance Inspector 11 • Plant and Equipment Mechanic III • Sr. Plant & Equipment Mechanic III • Water/ Wastewater Supervisor M Minimum Grade Level 7. Water TreatmentPlant Opr. Certification to Em Incentive (State of California — 5 Grade Levels) • Laborer, Maintenance Worker 1, H I (Water/ Wastewater) • Maintenance Worker III II (Water/ Wastewater) • Laboratory Services Supervisor ll • Environmental Compliance Inspector H • Plant and Equipment Mechanic III • Sr. Plant and Equipment Mechanic M • Water/ Wastewater Supervisor 111 8. _Qualified Applicators Certificate (State of California) • Street Supervisor • Parks Maintenance Worker III • Parks Supervisor • Streets Maintenance Worker I, IL III & Laborer • Wastewater Plant Operator I • Senior Facilities Maintenance Worker 31 MOU — CITY OF LODI AND APSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 9. Pest Control Advisor License (State of California) • Street Supervisor • Parks Supervisor • Laborer • Parks Maintenance Worker I, 11, III • Street Maintenance Worker I, II, III Notwithstanding the provisions of Article 3, the amount for the Pest Control Advisor License incentive will be $50 per month. 32 MOU — CITY OF LODI .AND AFSCME MAINTENANCEAND OPERATORS UNIT 2012-2013 EXHIBIT D INCENTIVE PAY FOR EQUIPMENT MANTENANCE EMPLOYEES Mechanic Oualificadons Smog Certificate issued by Bureau of Automotive Repair BAR),(certificate must be current, valid, unlimited) $50.00 Heavy Equipment Mechanic Welder -Mechanic Lead Equipment Mechanic Class A Brake Adjustment License issued by BAR $25.00 Equipment Service Worker Heavy Equipment Mechanic Welder -Mechanic Lead Equipment Mechanic Class A Lamp Adjustment License issued by BAR $12.50 Equipment Service Worker Heavy Equipment Mechanic Welder -Mechanic Lead Equipment Mechanic Aluminum Welding Proficiencv Certificate $12.50 (From a State certified welding instructor approved by the City) Equipment Service Worker Heavy Equipment Mechanic Welder -Mechanic Lead Equipment Mechanic Automotive Service Excellence Technician Certifications $25.00/$50.00 Equipment Service Worker Heavy Equipment Mechanic Welder -Mechanic Lead Equipment Mechanic The maximum incentive pay for Equipment Maintenance personnel shall be $150.00 per month. Automotive Service Excellence Technician Certifications Incentive (Only courses listed below will qualify towards ASE incentive) A-1 Engine Repair A-2 Automatic Transmission/Transaxle 33 MOT T - CME MAINTENANCE AND OPERATORS UNIT 2012-2013 A-3 Manual Drive Train & Axles A-4 Suspension& Steering A-5 Brakes A-6 Electrical/ Electronic Systems A-7 Heating & Air Conditioning A-8 Engine Performance F-1 Light Vehicle CompressedNatural Gas H-2 Transit Bus: Diesel Engines H-3 Transit Bus: Drive Train H-4 Transit Bus: Brakes H-5 Transit Bus: Suspension and Steering H-6 Transit Bus: Electrical/Electronic Systems H-7 Transit Bus: HVAC P-1 Med/Hvy Truck Dealership Parts P-2 Automobile Parts P-3 Truck Aftermarket Brake Parts P4 General Motors Parts Consultant P-9 Truck Aftermarket Suspension and Steering Parts T-1 Med/Hvy Truck: Gasoline Engines T-2 Med/Hvy Truck Diesel Engines T-3 Med/Hvy Truck Drive Train T-4 Med/Hvy Truck Brakes T-5 Med/Hvy Truck Suspension & Steering T-6 Med/Hvy Truck Electrical/ Electronic Systems T-7 Med/Hvy Truck: Heating, Ventilation, & A/C T-8 Med/Hvy Truck Preventive Maintenance Inspection 34 Exhibit F, • CITY 01F LODI COUNCIL COMMUNICATION AGENDA TITLE Adapt Resolution Amending Memorandums of Understanding with Maintenance and Operators and General Services Bargaining Units cf the Association of Lodl City Employees to Provide Additional Pay for State RequireclCertifications of distribution operators 1 end 11 (CM) MEE`1'1NC DATE July 18,2007 PREPARED BY : Deputy City Manager RECOMMENDED ACTION: Approve Resolution to amend Memorandums cf Understanding (MOU) with Maintenanceand Operators and General Services Bargaining units cf The Association of Lodi City Employees (ALOE) to provide additional pay for State -required certifications of Distribution Operators 1 andil. BACKGROUND INFORMATION: Various employees vft work in the Public Works Department W6ter and Wastewater operations are required to have certificationses either a Distribution Operators I or 11 level, These certificationsare regruW by the State of California in order that the City of Lodi meet Health and safety standards, The certification requirement was enacted several years ago, but the pad level for employees who are required to obtain certificationswas not adjusted at the same time as the requirement for certification was enacted. The City of Lodi and members of the Maintenance and Operators and General Services bargaining units have met, conferred and tentatively agreed to amend the MOUS to allow far additional compensationforemployees forwhich the certificationrequirements apply. The attached agreements with these bargaining units indicate the terms of these tentative agreements as follows: ® Base pay for the employees as indicated in attachments A and B who are required to obtain a level one certification will be increased by 2%. Y Base pay for the employees as indicated in attachments and B who are requiredto obtain a level two certificationwill be increased by 4%. Any employee in the GeneralServices bargaining unit of ALCE who is required to obtain a level one certification but obtains a level tin certification will receive an $ 60 Incentive ay employee in the General Services bargaining unit ofALCE who is required to obtain a level one certificationbut obtains a level two cetttficationwill receive an additional $ 60 per month in incentivepay, APPROVED., l��.�-~ Mair i i , City Manager ci nn 11 AhM VWA 01'11 CAA7/JIIIA - . Any employee in the Maintenanceand Operators bargaining unitof ALCE who t required to obtain a level one certification but obtains a level two certification will receive and additional 2%incentive pay. • k was tentatively agreed that this would be implemented retroactivelyto July 1, 2006. FISCAL IMPACT: The additional annual expenditurefor both d the amendments to the MOUStub& approximately $50,000 peryear. FUNDING AVAILABLE: The additional edsts for certification pay of preparing and mailing the supplemental assessment will be borne by the Finance and City Attorney's bud . 60's R. Krueger, Deputy City Manager Attachment: Attachment A- Amendment to General Services MOU Attachments- Amendmentto Maintenance& OperatorsMOU soo/zoo [A XVj aG:vi eooz,fzULo RESOLUTIONBU. 2007-134 A RESOLUTION CIFTHE LODI CITY COUNCILAPPROVING AMENDMENTTO MEMORANDUMSOF UNDERSTANDING WITH THE MAINTENANCEAND OPERATORSANE) GENERAL SERVICES BARGAINING UNITS OFTHE ASSOCIATION CIF LODI CITY EMPLOYEESTO PROVIDEADDITIONAL PAY FOR STATE REQUIREDCERTIFICATIONSOF DISTRIBUTION OPERATORS 1 AND II NOW, THEREFORE, BE IT RESOLVEDthat the Lodi City Council does hereby approvean amendmenttethe Mernorandumsof Understanding with the Maintenance and Operators and General Services bargaining units of the Association of Lodi (,qty Employees to provide additional pay for State required certifications of Distribution Operatorsl andll, as shown on Exhibits and B as attachedhereto; and BE IT FURTHER RESOLVED that the amendment to the Memorandums of Understandingshall be effectivefor the period July 1, 2006 through June 30,2008. Dated: July 18,2007 herebycertify that Resolution No. 2007-134was passed and adopted bythe City Council ofthe City ofLodi in a regular meeting held July 18, 2007, by the following vote: AYES: COUNCIL MEMBER§ — Hansen, Katzaldan, Mounce, and MayorJohnson NOES: COUNCIL MEMBERS— None ABSENT: GWN01C MEMBERS — Hitchcock ABSTAIN: COUNCIL MEMBERS — None C i Clerk KI -11) &—K, I 900/6001A XV3 BL:vt GOOZIL WO Sideletter to the Current:Maintenance& Operators MOU between the City oft -67-7-77 AFSCME Cmrril 57, Lova 3.46f AFL-CIO and its ALCE Chapter Whereas, the City received a letter from the State o f Californiadated A012002 n mnd4ting that employees who peri'orm certainwater systemrelated tasks obtain Distribudaon Operatorl or Distribution Operator Il certification Some ofthese employees are in th a AFSCME Bargaining unit (Maintenance & Operators Whereas, AFSCME CoLmcil 57, Local 146, AFL -C(0 ALCE Chapter and the City ofLodi have resolved the this issue amicably. Now, Therefore, be it resolved that AFSCME and the City of Lodi agree to the following adjustment to base pay (PERS reportable),retroactiveto July 1,2006 upon approval ofthe AFSCME membership andthe CityofLodi: Employees in the followingelasi0ications assigned to the water services(Watertwastewater) division.of the Public Works Department shall receive supplementalecrtificationpay as listed below forthe required certifications; City of Lodi Public Distribution Operator Certification Pay Works Department Job Title Certification Grade Added to Base Pay Required Water/Wastewater Supervisor D2 4% SeniorPlant& Equipment D2 40/6 Mechanic i'lont& Equipment Mechanic D2 4% t'4'acr/i�'taivnr�r Maintenance D1 2% -- Worker III Maintenance Worker 11 DI 2% Maintenance Worker I DI 2% Laboratory Services Supervisor D1 orTI* 2% Environmental Compliancelnspector Di oral' 2% *Perregulation mayposses either atreatment operator certificate or adistributionoperator certificate. Any currentW/WW MW 1employeesrequitedto obtainthe D 1 certificationuM continuetn be employed in his/her cutxerst classification.Oncehe(she obtains the zegavedoertiiieationhisther salarywill he adjusted upon verification. goo enn/cnn'/fel Yi,4 PI'hl PAn7/)I/1A Any employee,who obtains acertification higherthatrequired, shallhavehisfim pay adjusted In accordance with Article IV —Education Incentiveofthe HOU except as follows: Personnel listed abovewho are required to obtain a D I (2r_ T1*certificate), who obtain a D2 (gl T2") certificate shall receive an additional incentive of 2% (instead of$40 as stated in Article 4, 1), 'rbe City will pay for the training to obtainthe certificate for current and future employees per Article 4.2 ofthe MOU. Verification for current and iab= employees can be by letter from the State verifying obtaining the required certificate ar a copy ofthe certificate upon presentation tot he City ofLodi. The increaseto the base pay shall commenceon the day the certificate or letter is presented to the Citi. The City will modify the respectivejob descriptionsto refiectthanew requirementsforthe above job titleswithindodays to ensurethat all new hire employeesare awareofthe requirements, By their signature below, AISCME and the city agree that the resolution contained herein resolves t is issue. AGREED TO BY AFSCME, COUNCII, 57 Felix Mario Ruerta Jr., , Mark Ruggiero, Chapter President 101 900/900 1] AGREED TO BY THE CITY OF LODI James R. Krueger, Deputy, City Manager Richard Prima, Public Works Director Y1VJ 81:N 60OZILIlLo Side letter to the Current General Services MOU between the City of Lodi and AFSCME Council 57, Local 146, AFL-CIO and its ALCE Chapter Whereas, the City received a letter from the State of California dated April 2002 mandating that employeeswho perform certain water system related tasks obtain DistributionOperator 1 or Distribution Operators certification. Some of these employees are in the AMME.Bargainingunit {GeneralServices), Whereas,AFSCME Council 57, Local 146,A.FL-CIO ALCE Chapterand the City ofLodi have resolved the t h i s issue amicably. Now, Therefore, be it resolved that AFSCME and the City of Lx1i agree to the following adjustmentto base pay (PERS reportable), retroactive toJuly 1,2006upon approvalofthe AFSCME membership andthe City ofLodi: Employees in the followingclassificationsassigned to the PublicWorks Department shallrecelve supplementalcertification pay as listed below for the required certifications: City ofLodi Public Distribution Operator Certification Pay Works Department Job Title Certification. Grade Added to Base Pay Required Public Works InspectorXX D1 2% Public Works Inspector I DI 2% SeniorEngineering Technician* D2 and Tl 40/6 * Applies to one incumbent in this classification (Kevin Gaither) who ctirrcmly has these certifications, but are not required forthis classification. Any current employees required to ebtain the D 1 certificationwill continue ti, be employed in histher currentclassification. Once ltelshc obtainsthe required certification hisiber salarywill be adjusted upon verification. The Citywiil continueto pay forthetrainingto obtain the certificatefor current urid future employees. verification for cm =wt and tuW= employees can be by U thm from the Stateverifyinobtaining the required certificateor a copy ofthe certificate upon presentationto the City omodi. 9emcmeto tho base pay shall commence on t h e day the Certificate cr letter is presented to t h e City. The City will modify the respective j ob descriptions to reflect the new requirements forthe above job titles within 60 daysto ensure that all new hire employeesare aware of the rcquiroments. By their signaturebelow, AFSCME and the city agree that The resolution contained herein resolves thla issue. AGREED TO BY AFS ME, AGREED TO BY THE COUNCIL 57 CITY OV LODI, raix Marie H Jr., Murk Ruggiero, Chapter President sp gnn/t�nn � James R. Krueger, Deputy, City Manager Richard Prima, Public Works Director XNa Rt :tI 8047./J L/10 MOU — QUY OF LODI .AND AFSCME MAINTENANCE AND OPERATORS UNIT 2012-2013 A.F.S.C.M.E. COUNCIL 57 LOCAL 146 -AFL-CIO Nancy Vinson Chief Negotiator Date: Sherry Moroz President Date: Linda Tremble Vice President Date: Donnie Sanford Vice President Date: Terri Lovell Secretary Date: Dan Tarnasky MO Representative Date: Brian Longpre MO Representative Date: 35 All 111 1 1 1 Konradt Bartlam City Manager Date: Dean Gualco Hunan Resources Manager Date: Attest: Randi Johl City Clerk APPROVED AS TO FORM: D. Stephen Schwabauer City Attorney MOO -- CITY OW r UDI AND AE-SrME. MAINTENANCE AND OPERATORS UNIT 2012-2013 Kari Chadwick GS Representative Date: Chris Boyer GS Representative Date: Sandy Smith Treasurer Date: 36 MOU—CITYOF LODI AND LPF LPF Positions 2012-2013 v!ii±lni%IAliWIN Occupation Title Step A Step B Step C Step D Stop E Fire Ca tain 6285.73 6600.02 6930.02 7276.52 7640.34 Fire En ineer 5429.86 5701.35 5986.42 6285.74 6600.02 Fire Fighter 1 4254.4 Fire Fi hter11 4690.47 4924.99 5171.4 5429.81 5701.30 Fire lns ector 1 5701.35 1 5986.42 1 6285.74 6600.02 6930.03 30 RESOLUTION NO. 2012-68 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING CHANGES TO MEMORANDUM OF UNDERSTANDING FOR AFSCME — GENERAL SERVICES AND MAINTENANCEAND OPERATORS — LODI PROFESSIONAL FIREFIGHTERS,AND LODI MID -MANAGEMENT; AMENDMENT TO THE EXECUTIVE MANAGEMENT STATEMENT OF BENEFITS; AND CHANGES TO CONFIDENTIAL EMPLOYEE BENEFITS ------------------------------------------------------------------ ------------------------------------------------------------------- WHEREAS, it is recommended that Council approve the following modifications for the Executive Management Statement of Benefits, the Memorandum of Understanding for AFSCME —General Services and Maintenance and Operators — Lodi Professional Firefighters, and Lodi Mid -Management, and changes to Confidential Employee Benefits. NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that it does hereby amend the agreements as follows: Executive Management Statement of Benefits — The amended Statement of Benefits includes modifications to retirement and medical insurance. The Statement of Benefits has also been amended to conform to existing City Policies. Mid -Management MOU — Amend Article XVII (Long -Term Disability) as follows: "A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66 2/3 percent to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences sixty (60) days from the date of disability. Additionally, add classifications of Wastewater Plant Superintendent, Chief Water Treatment Plant Operator, Assistant Planner, and Assistant Engineerto the list of those positions represented by the Mid -Management Association. Confidential Non-exempt employees — Modify CaIPERS retirement contribution and furloughs to be consistent with similar benefits authorized by Council on March 21, 2012, for the AFSCME General Services bargaining group. Add (24) twenty-four hours of floating furloughs to be used by December 31, 2012, and (48) forty-eight fixed hours from July 1, 2013 to December 31, 2013. • Employees will continue to pay 1 percent of the employee's share of retirement through December 31, 2012. Beginning January 1, 2013, employees agree to 3.3 percent share of their retirement costs through December 30, 2013. Beginning December 31, 2013, employees agree to pay the full 7 percent share of retirement costs and there will be no further unpaid furlough days. • Those employees whose annual base salary, adjusted for furloughs, is less than $40,000 will have their medical insurance recalculated. This change will mirror the calculation for the AFSCME bargaining groups. 0 Include long-term disability benefit as detailed in Mid -Management resolution. Confidential — Exempt employees — Include long-term disability benefit as detailed in Mid -Management section of this resolution. AFSCME — General Services and Maintenance and Operators MOUs were revised so the structure and organization of the articles would be consistent between the two agreements. Firefighters MOU — Revise salary chart to reflect Emergency Medical Technician incentive being included into base salary as approved by Council at its April 18, 2012, meeting. Date: May 16, 2012 I hereby certify that Resolution No. 2012-68 was passed and adopted by the Lodi City Council in a regular meeting held May 16, 2012, by the following vote: AYES: COUNCIL MEMBERS — Hansen, Katzakian, Nakanishi, and Mayor Mounce NOES: COUNCIL MEMBERS — Johnson ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — Non F HL City Clerk 2012-68