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Home My WebLink AboutAgenda Report - September 21, 2022 H-02CITY OF LZo r WT i CALIFORNIA AGENDA ITEM H 4102 COUNCIL COMMUNICATION AGENDA TITLE: Adopt Resolution Approving the Memorandum of Understanding Between the City of Lodi and the Lodi City Mid -Management Association for the Period January 1, 2023 through December 31, 2025 MEETING DATE: September 21, 2022 PREPARED BY: Human Resources Manager RECOMMENDED ACTION: Adopt Resolution Approving the Memorandum of Understanding between the City of Lodi and the Lodi City Mid -Management Association for the Period January 1, 2023 through December 31, 2025. BACKGROUND INFORMATION: Representatives from the City of Lodi and the Lodi City Mid -Management Association (LCMMA) have been bargaining over a successor Memorandum of Understanding (MOU) for the past two months and have reached a tentative agreement, subject to Council approval. A redline strikeout version of the MOU is attached for Council review and approval. A summary of the key changes to the MOU are as follows: The term of the MOU shall be from January 1, 2023 through December 31, 2025. • Fifteen percent (15%) wage adjustment over the term of the contract as follows: o Six percent (6%) effective January 9, 2023; o F ve percent (5%) effective January 8, 2024; and o Four percent (4%) effective January 6, 2025. • Increase to tie City's contribution towards medical premiums and remain over the term of the contract: o $ 2,005.52 per month for family coverage; o $ 1,542.71 per month for employee plus one dependent coverage; and o $ 771.35 per month for employee only coverage. • Increase to the annual maximum dental benefit from $1,000 to $1,250 and the addition of orthodontia benefits for the employees and eligible dependents with a lifetime maximum benefit of $1,250. • Addition of one fixed holiday in recognition of the Juneteenth holiday. LCMMA continues to partner with the City to maintain a high level of service at a reasonable cost to the community. Both the City and LCMMA recognize the need to offer competitive salary and benefit packages to attract and retain talented employees for the City. Both also recognize the need for the City to maintain its financial health. The increases offered in this agreement bring the LCMMA salaries closer to both average and median of our ccmpetitive agencies and it is anticipated will keep them near this midpoint throughout the term of APPROVED: Steve Schwabauer Stephen Schwabauer, City Manager the contract. The agreement strikes a balance by providing enhanced salary to LCMMA members at a reasonable cost .o the City. Staff recommends that the Council approve the Memorandum of Understanding betwee-i the City and LCMMA. FISCAL IMPACT: City wide, the total long-term annual cost of the proposed agreement is estimated to be $1,099,000. The total cost of the term of the agreement is $2,335,500. CITY WIDE COST (ALL FUNDS Calendar Year 2023 $ 462.500 Calendar Year 2024 $ 774,300 Calendar Year 2025 $ 1,099,300 Total Cost (3 Year) $2,335,500 In the General Fund, total long-term annual cost of the proposed agreement is estimated to be $571,480. The total General Fund cost over the term of the agreement is $1,214,460. GENERAL FUND COST Calendar Year 2023 Calendar Year 2024 Calendar Year 2025 Total Cost $240,500 $ 402,480 $ 571,480 $ 1,21 FUNDING AVAILABLE: Budget adjustments for these and other compensation increases for City employees may be needed at Mid Year Fiscal Year 2022123. Vacancy savings are the first source for funding the increases for this and future employee contract changes in the coming Fiscal Year. These savings have been significant in the past three years allowing the City to build up substantial reserves. These reserves may be necessary to finance a portion of salary increases. Staff will first seek to prioritize Pension Stabilization Reserves held at PARS to pay eligible pension costs in order to preserve locally held economic and catas-rophic reserves should actual reserves be needed. Staff will seek Council input prior to any use of reserves. Adele Post, Human Resources Manager 0+2'.,f Andrew Keys (Sep 7, 20 14:46 PDT) Andrew Keys, Deputy City Manager Attachment Signature: Steve Schwolialler. (Sep 13, 2022 15:53 PDT) Email: sschwabauer@lodi.gov MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION wm ram IR rd 039TRSMSM Clmm y��rl� January 1, 2023 — December 31, 2025 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202220-2-e - 202.52022 MID -MANAGEMENT ACCOUNTANT ADMINISTRATIVE ANALYST ASSISTANT ENGINEER ASSISTANT ENGINEER/PLANS EXAMINER ASSISTANT PLANNER ASSOCIATE CIVIL ENGINEER ASSOCIATE PLANNER CHIEF BUILDING OFFICIAL CITY PLANNER COMPLIANCE ENGINEE MANAGER CONSTRUCTION PROJECT MANAGER CUSTOMER SERVICE SUPERVISOR DEPUTY DIRECTOR PARKS, RECREATION AND CULTURAL SERVICES DEPUTY PUBLIC WORKS DIRECTOR - CITY ENGINEER ELECTRIC UTILITY BUSINESS ANALYST ELECTRIC UTILITY RESOURCES ANALYST ELECTRIC UTILITY SUPERINTENDENT ELECTRICAL ENGINEER FACILITIES SUPERINTENDENT FLEET SUPERINTENDENT INFORMATION TECHNOLOGY MANAGER LIBRARIAN I/II LITERACY AND PROGRAM AIOLUNTEER7MANAGER MANAGEMENT ANALYST MANAGER, ENGINEERING & OPERATIONS NEIGHBORHOOD SERVICES MANAGER NETWORK ADMINISTRATOR PARK SUPERINTENDENT PUBLIC WORKS MANAGEMENT ANALYST RATES & RESOURCES MANAGER RECREATION MANAGER RECREATION SUPERINTENDENT REVENUE MANAGER SENIOR CIVIL ENGINEER SENIOR TRAFFIC ENGINEER SENIOR POWER ENGINEER SENIOR PROGRAMMER/ ANALYST SENIOR TRANSPORTATION PLANNER STREET SUPERINTENDENT SUPERVISING ACCOUNTANT TRANSPORTATION MANAGER UTILITIES MANAGER UTILITY SUPERINTENDENT WASTEWATER PLANT SUPERINTENDENT WATER PLANT SUPERINTENDENT CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202,220-2-0 - 2o252e-2--2 TABLE OF CONTENTS ARTICLE I - SALARY AND TERM..........................................................................................................1 ARTICLE II - BILINGUAL INCENTIVE..................................................................................................1 ARTICLE III - LAND SURVEYOR INCENTIVE.....................................................................................1 ARTICLE IV - DEFERRED COMPENSATION........................................................................................ 2 ARTICLE V - SPECIAL ASSIGNMENT PAY........................................................................................... 2 ARTICLE VI - TEMPORARY UPGRADE PAY....................................................................................... 2 ARTICLE VII - OVERTIME...................................................................................................................... 2 ARTICLE VIII - RETIREMENT................................................................................................................. 3 ARTICLE IX - VACATION LEAVE.......................................................................................................... 4 ARTICLE X - ADMINISTRATIVE LEAVE.............................................................................................. 5 ARTICLE XI - HOLIDAYS........................................................................................................................ 5 ARTICLE XII - SICK LEAVE..................................................................................................................... 6 ARTICLE XIII - SICK LEAVE CONVERSION......................................................................................... 6 ARTICLE XIV - MEDICAL INSURANCE................................................................................................ 7 ARTICLE XV - DENTAL AND ORTHODONTIA INSURANCE............................................................ 8 ARTICLE XVI - VISION INSURANCE..................................................................................................... 8 ARTICLE XVII - CHIROPRACTIC........................................................................................................... 8 ARTICLE XVIII - FLEXIBLE SPENDING ACCOUNT............................................................................ 8 ARTICLE XIV - LIFE INSURANCE.......................................................................................................... 9 ARTICLE XX - LONG-TERM DISABILITY INSURANCE..................................................................... 9 ARTICLE XXI - LEAVES AND LEAVES OF ABSENCE........................................................................ 9 ARTICLE XXII - TUITION REIMBURSEMENT................................................................................... I I ARTICLE XXIII - PROBATION..............................................................................................................13 ARTICLE XXIV - PERSONAL LIABILITY............................................................................................13 ARTICLE XXV - GRIEVANCE PROCEDURE.......................................................................................14 ARTICLE XXVI - DISCIPLINARY PROCEDURE & PROCEEDINGS................................................15 ARTICLE XXVII - CITY RIGHTS...........................................................................................................19 ARTICLE XXVIII - EMPLOYEE REPRESENTATION.........................................................................19 ARTICLE XXIX - SEVERABILITY........................................................................................................ 20 ATTACHMENT A - SALARY SCHEDULE....................................................................... 21 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202320-2-e - 202,52022 ARTICLE I - SALARY AND TERM 1.1 , the City shall inerease the salary ranges by r^„r per-eent (4,%)—.The City shall provide wage increases over the term of the contract as follows: Six percent (6%) effective January 9, 2023; Five percent (5%) effective January 8, 2024; and Four percent (4%) effective January 6, 2025. The City agrees to maintain a 10% differential between the top salary step of an LCMMA member and the top salary step of the LCMMA member's direct report. 1.2 Salary shall be as noted in Attachment A. 1.3 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 the LCMMA or by other means permitted by the Meyers Milias Brown Act. The term of the MOU shall be January 1, 20232020 through December 31, 20252022, 1.4 The Citv will make every attempt to comDlete a citv-wide salary survev before the end of the next contract (December 31, 2025). Due to the specialized nature of certain positions within Lodi and comparable agencies, both LCMMA and the City acknowledge ice. not be possible to find comparable job classifications at other agencies or at enough agencies with comparable job classifications to provide relevant comparison data. In an.. shy, the City shall strive to compare enough internal positions to benchmark those unique positions internally while considering limited external information. Results of the studX are for information purposes only and the City is not required to take any action based on the results. 1.5 Negotiations will commence no later than October 31, 202524k�. ARTICLE II - BILINGUAL INCENTIVE 2.1 Employees designated by the Department Head and approved by the City Manager who have passed a proficiency examination administered by the City shall receive a monthly bilingual supplement of $150.00. The City Manager has the discretion in determining eligible languages. ARTICLE III - LAND SURVEYOR INCENTIVE 3.1 The Cit., shall an incentive of seven percent (7%) of base salary for the designated City Land Survey CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 ARTICLE IV - DEFERRED COMPENSATION 4.1 Employees may participate in the City's Deferred Compensation Plan. 4.2 City matches up to a maximum of 3.0% of base salary. ARTICLE V - SPECIAL ASSIGNMENT PAY 5.1 Employees who are assigned by the Department Head or designee to work on a one-time special or major project shall be paid an additional 10% of the employee's regular base salary while working on the project. City Manager approval must be obtained prior to the employee working on the special project. It is mutually agreed that assignments are at the sole discretion of the Department Head, subject to City Manager approval. Employees in such positions acknowledge, as does LCMMA, that employees may be transferred or removed from the special project on a non -punitive basis and that they have no right to appeal from such transfer or removal. ARTICLE VI — TEMPORARY UPGRADE PAY 6.1 Any employee who is assigned by the Department Head or designee, and with the approval of the City Manager, to a higher classification in the absence of the incumbent for a period of three or more days, shall receive a 10% wage increase while in this status. However, in no event shall the upgrade pay per hour exceed the top step of the classification to which the employee is temporarily upgraded. City Manager approval must be obtained prior to the employee working in the higher classification. 6.2 Any employee who is assigned by the City Manager to a vacant or interim Director position, for more than two consecutive weeks, shall receive a 10% wage increase while in this status. If subordinate employees are also receiving temporary upgrades during the same period, there will be a 10% differential between the highest upgraded salary of a subordinate employee and the upgraded salary of the employee serving in the Director role. Under no circumstances shall the upgraded employee's salary exceed the top step of the Director classification into which they are upgraded. In some circumstances this may result in an upgrade that is less than 10% above an upgraded subordinate's salary. ARTICLE VII — OVERTIME 7.1 Due to the fact that the classifications in this bargaining unit are deemed exempt from the overtime requirements of the Fair Labor Standards Act (FLSA), the following special provisions for the payment of overtime will apply. Employees shall be compensated for overtime at the time and one-half rate for time worked due to emergencies. Emergencies shall be determined by the appropriate department head and include but are not limited to such events as: • Major storm damage requiring the dispatching of additional crews; • The necessity to cover scheduled shifts; CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202320-2-e - 202.52022 • Direct supervision of crews assigned to work during normal days off to accommodate the public; • Break down of equipment and/or systems requiring the presence of the mid -manager in order to restore service. 7.2 Overtime pay shall not be paid for the following: • Staff meetings; • Special projects; • Conferences and seminars - except as noted below; • Appearances before City Council and commissions; • Public information presentations; or • Activities involved with the completion of normal activities or programs such as budgets, inventory, annual financial closings, labor negotiations, and recreation programs. 7.3 All overtime must be approved by the department head. Any deviations from these guidelines must be approved in advance by the department head and the City Manager. 7.4 Upon promotion into a Mid -Management position all previously accrued compensatory time must be paid or used prior to the promotion. ARTICLE VIII - RETIREMENT 8.1 The City of Lodi provides retirement benefits through the Public Employees' Retirement System (PERS). Employees shall receive the following retirement benefits for employees deemed to be "classic" employees by PERS: Miscellaneous 2% @ 55 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 • Credit for Unused Sick Leave • Military Service Credit as Public Service • Employee shall pay the full employee share of retirement costs as calculated by PERS (7%) in its annual actuarial valuation 8.2 Employees shall receive the following retirement benefits for employees deemed to be "new" employees under the Public Employee's Pension Reform Act of 2013 (PEPRA): Miscellaneous 2% @ 62 plan • 1957 Survivors Benefit • 1959 (Plus 25%) Survivors Benefit 3 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 • Ordinary disability vested at 30% at 5 years increasing 1% per year to maximum of 50% • 50% survivors continuation • Credit for Unused Sick Leave • Military Service Credit as Public Service • Employee shall pay the full employee share of retirement costs as calculated by PERS in its annual actuarial valuation 8.3 Each employee in this unit shall pay three percent (3%) towards the employer's share of the Ca1PERS normal pension cost (cost-sharing). ARTICLE IX - VACATION LEAVE 9.1 Employees hired prior to July 1, 1994 shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hours per pay period 6th year 4.62 hours per pay period 12th year 5.23 hours per pay period 15th year 6.16 hours per pay period 21 st year 6.47 hours per pay period 22nd year 6.78 hours per pay period 23rd year 7.09 hours per pay period 24th year 7.40 hours per pay period 25th year 7.71 hours per pay period 9.2 Employees hired after July 1, 1994 shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hours per pay period 6th year 4.62 hours per pay period 12th year 5.23 hours per pay period 15th year/above 6.16 hours per pay period 9.3 Employees promoting into a Mid -Management position will follow the vacation schedule referenced in articles 8. 1, or 8.2, depending on their initial employment with the City of Lodi. 9.4 Vacation leave shall be used in increments of not less than quarter hours. 9.5 Effective October 1, 2004, the maximum amount of unused vacation hours an employee may accrue, at any given time is twice the employee's annual vacation rate. 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. 4 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202320-2-e - 202.52022 ARTICLE X - ADMINISTRATIVE LEAVE 10.1 Employees will be given eighty (80) hours of administrative leave per calendar year. Balances must be used prior to December 30 or they will be lost. 10.2 New employees or employees becoming eligible due to a promotion receive administrative leave on a prorated basis, with six point six seven (6.67) hours granted for each full calendar month remaining in the calendar year with a maximum of 80 hours. 10.3 Employees separating mid -year will receive a cash payout for unused Administrative Leave on a prorated basis in accordance with 9.2. 10.4 Employees are eligible to cash out up to eighty (80) hours of their current Administrative Leave balance in any calendar year except in the months of May and June. A request to cash out Administrative Leave must be in writing and submitted to the Finance Division. ARTICLE XI - HOLIDAYS 11.1 All employees shall receive 36 floating holiday hours. Effective January 1, 2023, in recognition of the Juneteenth holiday, -afW-the following tense and one half (1011/2) fixed holidays will be observed: • New Year's Day January 1 • Martin Luther King Jr. Day 3rd Monday in January • President's Day 3rd Monday in February • Memorial Day Last Monday in May • Juneteenth June 19 • Independence Day July 4 • Labor Day 1 st Monday in September • Thanksgiving Day 4th Thursday in November • Day after Thanksgiving Day Friday after Thanksgiving Day • Christmas Eve (half working day) December 24 • Christmas Day December 25 11.2 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. 11.3 Electric Utility Mid -Management employees shall receive 45 floating holiday hours. Effective January 1, 2023, in recognition of the Juneteenth holiday -and the following ninee-ight and one-half (9g %2) fixed holidays will be observed: • New Year's Day January 1 • Martin Luther King Jr. Day 3rd Monday in January Memorial Day Last Monday in May 5 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 • Juneteenth June 19 • Independence Day July 4 • Labor Day 1 st Monday in September • Thanksgiving Day 4th Thursday in November • Day after Thanksgiving Day Friday after Thanksgiving Day • Christmas Eve (half working day) December 24 • Christmas Day December 25 11.4 Holiday hours may not be carried into the following calendar year. 11.5 If hired or separated mid -year, employee shall be credited or debited with floating hours per the following schedule: Four Floating Holidays: Month Hired or Separated Hours Added Hours Subtracted Jan Feb March 36 27 April May June 27 18 July Aug Sept 18 9 Oct Nov Dec 9 0 ARTICLE XII - SICK LEAVE 12.1 Sick Leave is earned at the rate of 3.70 hours per pay period with no limit on the amount that can be accumulated. Sick leave shall be taken in increments of not less than quarter hours. ARTICLE XIII - SICK LEAVE CONVERSION 13.1 Employees 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 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 for the employee and, if applicable, his/her dependents, subject to the cap shown in Article XIII. Fifty percent of that dollar amount will be placed into a "bank" to be used for medical insurance premiums 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. Employees may also use their banks money to purchase dental, vision, and/or chiropractic insurance at the current premiums until their bank is depleted. 6 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202320-2-e - 202.52022 OPTION #2 - "Conversion" The number of accumulated hours shall be multiplied by 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, subject to the cap in Article XIII. Any differences created by an increase in premiums must be paid for by the employee. OPTION #3 — "Service Credit" A retiring employee will be able to convert unused sick leave to service credit for Cal PERS retirement purposes. 13.2 Employees hired after July 1, 1994 will not have the option of converting unused sick leave time into medical insurance premiums as referenced in OPTION 1-2. The only option available to these employees is OPTION #3 "PERS SERVICE CREDIT". 13.3 In the event an active employee dies before retirement and that employee is vested in the Sick Leave Conversion program (10 years) the surviving dependents have an interest in one-half (1/2) the value of the bank as calculated in Section 12.1. 13.4 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. 13.5 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. 13.6 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. 13.7 Only one City of Lodi employee may carry dependent coverage for another City employee, therefore, upon retirement the employee may re -enroll as an individual into the health plan in order to take advantage of the Sick Leave Conversion program. 13.8 A retiree or surviving dependent may purchase dental, vision, and/or chiropractic insurance at the City group rate through the Sick Leave Conversion Bank option. ARTICLE XIV — MEDICAL INSURANCE 14.1 All employees are offered medical insurance for themselves and dependents through Cal PERS-Medical Plans. Effective January 1, 20235, the City's contribution to the premiums for medical insurance coverage will be capped at the following rates and employees will be responsible for premium costs in excess of this amount: Employee only $690.20 $771.35 per month Employee +1 Q,�9$1,542.71 per month Employee +family $1,7944.1$2 005.52 per month 7 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 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 or $305.22 for employee only 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. 14.2 Only one City of Lodi employee may carry dependent coverage for another City employee. ARTICLE XV - DENTAL AND ORTHODONTIA INSURANCE 15.1 Employees are provided fully paid family dental insurance. 15.2 Effective January 1, 2023, the Mmaximum dental benefits are $1,250000 for each family member enrolled into the dental plan, per calendar year. There is a $25 deductible plus co- insurance features. 14.3 Effective January 1, 2023, the City shall provide orthodontia benefits, up to a lifetime cap of $1,250.00 for each family member covered under the plan. ARTICLE XVI - VISION INSURANCE 16.1 Employees are provided with family vision care insurance through Vision Service Plan. Services and amount of coverage are outlined in the VSP Summary of Benefits. ARTICLE XVII — CHIROPRACTIC 17.1 Chiropractic services may be received by employees and dependents through a chiropractic insurance plan. ARTICLE XVIII - FLEXIBLE SPENDING ACCOUNT 18.1 Employees shall have the option of participating in the Flexible Spending Account (Section 125 Plan). Employees may elect to participate in: a) Premium Conversion b) Non -reimbursed Health Care c) Dependent Care Reimbursement 18.2 Elections for the calendar year will be made each December, or if a change in family status occurs. Money deposited into the Plan will be forfeited as required by the plan and or applicable law. 8 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 18.3 E ff etivo i plan 20 4, hejIe Medical Flexible Spending Account will include a carryover provision which allows an active participant to automatically carryover up to the IRS limit $550500 for 2023 to the new plan year. However, amounts over $500the IRS limit would be forfeited after the final filing date, if left unclaimed. ARTICLE XIV - LIFE INSURANCE 19.1 Employees are provided with a life insurance program providing for 2 times the annual salary to a maximum of $250,000. The amount of insurance to reduce to 65% after the 70th birthday but before the 75th birthday. The amount of life insurance after the 75- birthday is reduced to 50%. In addition, a spouse will be covered for $1,500. Dependent children between the ages of birth through the 20th birthday will be covered for $1,500. ARTICLE XX - LONG-TERM DISABILITY INSURANCE 20.1 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. ARTICLE XXI - LEAVES AND LEAVES OF ABSENCE 21.1 A leave of absence may be granted for a specified period of time (not to exceed one year) with or without pay, for an employee to be absent from duty for a specified purpose. No such leave shall be granted except upon written request of the employee, setting forth the reason for the request and the duration of such leave. The granting of a leave of absence provides the employee the right to return to the same position or a position similar to the one vacated. Requests for leave of absences for medical reasons must be accompanied by the appropriate health care practitioner's documentation. A leave of absence shall not constitute a break in service for purposes of the City of Lodi's service award, nor shall it impair an employee's status as a regular full-time employee. An employee returning to employment after a leave of absence shall retain the same status and shall be placed at the same salary step in the pay range in effect for the class as the employee received when the leave of absence commenced. Employees shall not be entitled to a leave of absence as a matter of right (except as provided by Federal or State law), but only upon the determination of the City that it is in the best interest of public service and that there is a presumption that the employee intends to return to work upon the expiration of the leave of absence. Failure on the part of the employee on leave to report promptly at its expiration, or at a reasonable time after notice to return to duty, shall be considered abandonment of position. 9 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 The approval of a leave of absence is subject, but not limited to a number of considerations such as length of employment, performance record, reasons for the leave of absence, the effect of the absence on the department, and duration of the leave of absence. PERS contributions will continue to be made as long as an employee continues to receive compensation from his/her accumulated leave balances. The amount of the contributions will vary according to the amount of compensation being received from the accumulated leave balances. While an employee is on a leave of absence, he/she may receive compensation from his/her accumulated leave balances in accordance with applicable City policies. The amount of compensation received from these balances determines the employee's pay status. 21.2 An employee is on pay status when they are receiving compensation from his/her accumulated leave balances. To be eligible for City benefits, a regular, full-time employee must be on pay status at the rate equivalent to hours worked in at least one half of a pay period. The only exception to this condition pertains to the receipt of compensation from accumulated leave balances while receiving Workers' Compensation payments. Such employee must use all his/her accumulated leave balances until exhausted. 21.3 A leave of absence with pay is when an employee is considered to be in a pay status. An employee in a pay status will continue to receive all benefits including leave accruals. 21.4 A leave of absence without pay is determined as such when an employee is no longer in a pay status or has exhausted all accumulated leave balances (according to applicable City policies). A leave of absence without pay shall constitute a break in service for the purposes of determining benefit eligibility, performance evaluation and subsequent merit increase eligibility time frames if the employee is not on pay status at the rate equivalent to hours worked in at least one half of a pay period. The length of such leave to the nearest pay period shall be deducted from service credit. Failure of an employee to return to his/her employment upon the termination of any leave of absence may result in the employee being required to reimburse the City for health insurance premiums paid by the City during the leave. For reasons other than disability, employees and their dependents may continue their health/medical insurance by paying the premiums for such time as the employee is in a leave without pay status. All employees granted a leave of absence without pay may have his/her personnel action date extended by the amount of the leave of absence, if such absence is greater than one pay period 21.5 All leaves of absence shall be requested in writing by the employee and shall require written approval by the Department Head. In addition to Department Head approval, leaves 10 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 of absence without pay shall be approved by the City Manager. All requests shall be routed through the Human Resources Division and must include the following information: (1) Employee identification information such as employee number, class title, etc.; (2) Dates of commencement and expiration; and (3) Reason for absence. 21.6 A Personnel Action Form shall be submitted by the respective department to the Human Resources Division for all leaves of absence without pay with a duration greater than one full pay period. The form should be submitted prior to the commencement of such leave and immediately upon or prior to the employee's return to work. 21.7 All employees must have timesheets/cards submitted to payroll during leaves of absence indicating the type and amount of accumulated leave balance(s) to be charged. An employee on a leave of absence without pay should submit his/her timesheet/card indicating such status. ARTICLE XXII — TUITION REIMBURSEMENT 22.1 Participation is limited to full-time regular employees of the City of Lodi. 22.2 City shall reimburse employees the cost of tuition and books (including software) upon the satisfactory completion of job-related coursework. Employees must maintain continuous service from the date a course begins to the date of its completion. Employees shall not be eligible for reimbursement when a course is paid for by another source. 1) Employees shall receive up to a maximum of $3,000 per fiscal year (including books and software), to be paid upon the satisfactory completion of course work. A fiscal year is the period between July 1 and June 30; the final date of class shall determine the fiscal year in which that course falls. You cannot request reimbursement for a course in a fiscal year that the course did not end. For example: if you complete a class in June, but not request reimbursement until August, funds for your reimbursement would be derived from the previous fiscal year. Course work must be part of a program of study towards obtaining an Associate of Arts, Bachelor's, or any higher degree. The college or university must be accredited from one of the eight regional accredited associations listed below: • Middle States Association of Colleges and Schools Middle States Commission on Higher Education 11 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 • New England Association of Schools and Colleges Commission on Institutions of Higher Education • New England Association of Schools and Colleges Commission on Technical and Career Institutions • North Central Association of Colleges and Schools The Higher Learning Commission • Northwest Commission on Colleges and Universities • Southern Association of Colleges and Schools Commission on Colleges • Western Association of Schools and Colleges, Accrediting Commission for Community and Junior Colleges • Western Association of Schools and Colleges, Accrediting Commission for Senior Colleges and Universities 22.3 Courses should pertain to an employee's career field, thus enhancing his/her career advancement opportunities and job skills. Courses related to an employee's job duties and responsibilities must exceed the educational level required to qualify for the employee's current classification. 22.4 Prior to enrollment in a course, the employee shall submit an application for participation in this program to his/her Department Head. The Department Head shall review the application and determine eligibility according to the Tuition Reimbursement policy and the appropriate memorandum of understanding. If the application is denied, a letter shall be sent by the Department Head to the employee explaining why it has been disapproved. If the application is approved, the Department Head shall sign the application and return it to the employee, who shall be responsible to retain it until the course is completed. Upon completion of the course of instruction, the employee shall submit to the Department Head evidence of satisfactory completion (grade of "C" or equivalent or better). For ungraded courses, a statement from the school or the instructor must indicate successful completion of the course. This shall be accomplished within 60 calendar days of the completion of the course. In the event that such cannot be furnished within this time period, the employee shall provide a written statement explaining the reason for the delay. The Department Head shall then authorize payment of the appropriate reimbursement. The completed application, receipts, and evidence of grade shall be forwarded to Human Resources for approval. Once approved by Human Resources the packet will be forwarded to the Finance Division and a reimbursement check shall be issued to the employee. 12 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202320-2-e - 202,52022 22.5 Participation in courses must not be during regular work hours and must not result in reducing either the normal work week of the employee or the quality and quantity of his/her services to the City; except that the City may grant time off for attendance at courses during working hours if the course is given at no other times and if such time off does not disturb normal City operations. The best interests of the City shall at all times be the determining factor in the consideration of such time off. Employees must complete courses within the regulation period of time allowed for them by the school or professional organization. Participation in this program is to be considered a privilege rather than a right of the employee. The City reserves the right to disapprove reimbursement for courses if the course requested is available at a substantially lower cost at a local school or college. ARTICLE XXIII — PROBATION 23.1 Employees have a probationary period of one year. During probation, new hires have the same rights and privileges as regular employees, except that: • City and employee may mutually agree to an extension of the probationary period up to six additional months. • Termination cannot be grieved. New hires and promotional appointments shall be eligible for a merit increase at the completion of probation. ARTICLE XXIV - PERSONAL LIABILITY 24.1 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, sustained by 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 act or 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. 13 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 B. The City is not required to but may pay any claim of judgment for punitive or exemplary damages under the following circumstances: 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 apparent best interests of the City. 3. Payment of the claim of judgment would be in the best interests of the City. ARTICLE XXV - GRIEVANCE PROCEDURE 25.1 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, Letter of Agreement, and formal interpretations and clarifications executed by the Association and City. B. Disputes as to whether a matter is proper subject for the Grievance Procedure. C. Disputes which may be of a "class action" nature filed on behalf of the Association or the City. 25.2 Class action grievances shall be submitted in writing from the LCMMA's President to the City Manager or vice versa. 25.3 STEP ONE Discussion between the employee, the Association Representative and the Department Head, who will answer within fifteen (15) work days. This step shall be taken within thirty (30) 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. 25.4 STEP TWO If a grievance is not resolved in Step One, Step Two shall be the presentation of the grievance, in writing, by the Association Representative to the City Manager, who shall answer, in writing, within fifteen (15) work days of receipt of the grievance. The City Manager's decision shall be final and binding. Step Two shall be taken within fifteen (15) work days of the date of the answer in Step One. 14 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 ARTICLE XXVI - DISCIPLINARY PROCEDURE & PROCEEDINGS 26.1 In order to establish employee standards of conduct and work performance that are consistent with the efficient and effective delivery of public services, this section outlines those circumstances under which disciplinary action may be required. 26.2 The following may be causes for disciplinary action including, but not limited to, written reprimand, demotion, suspension, or discharge of any employee. The purpose of specifying these causes is to alert employees to the more common types of disciplinary issues. However, this list is not all inclusive and there may arise instances of unacceptable behavior not included in this list. A. Improper or unauthorized use or abuse of sick leave. B. Inability to maintain regular and consistent attendance, which prevents the reasonable availability for assigned duties. C. Absence without authorized leave; repeated tardiness to assigned work, leaving assigned work without authorization; failure to report to work after a leave of absence has expired, or after a leave has been disapproved or revoked. D. Misconduct; willful or negligent violation of any City rule or policy. E. Insubordination. F. Acceptance of gifts or gratuities in connection with or relating to the employee's duties. G. Conviction of a felony or a misdemeanor involving moral turpitude. A plea or a verdict of guilty, or a conviction following a plea of nolo contendere, to a charge of a felony or any offense involving moral turpitude is deemed to be a conviction. H. Fraud or the submission of false information related to employment application, payroll, or any work-related record or report. I. Soliciting outside work for personal gain during the conduct of City business; engaging in outside employment for any business under contract with the City; or participating in any outside employment that adversely affects the employee's City work performance; or conducting personal business on City time. J. Discourteous treatment of the public or City employees or disorderly conduct on City property or on City business; for example, fighting, using profanity, intimidation, or abusive and threatening language. K. Conduct that interferes with the reasonable management, operation and discipline of the City or any of its departments or divisions or failure to cooperate with superiors or fellow employees. 15 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 L. Engaging in political activities while on duty, in uniform or using the authority associated with City employment. M. Violation or neglect of safety rules or practices. N. Behavior, either during or outside duty hours, which is of such a nature that it causes discredit to the City or one of its operating practices. O. Refusal or inability to improve job performance in accordance with written or verbal direction after a reasonable trial period. P. Inefficiency, incompetence, or negligence in the performance of duties, including failure to perform or complete assigned tasks or training in a prompt competent and reasonable manner. Q. Refusal to accept and carry out reasonable and proper assignment from an authorized supervisor. R. Intoxication, incapacity or possession or use of controlled substances or alcohol on City property and/or at the worksite. S. Failure to obtain or maintain possession of the minimum qualifications for the position. T. Careless, negligent, or improper use of City property, equipment or funds, including unauthorized removal, or use for private purpose, or use involving damage or unreasonable risk of damage to property. U. Unauthorized release or use of confidential information or official records. V. Participation in an illegal strike, work stoppage, slowdown, or other job action against the City. W. Inability to perform the duties of his/her job. X. Dishonesty. Y. Possession of firearms on the job (except for law enforcement personnel). Z. Sleeping on the job. AA. Theft. BB. Retaliation for actions protected by law. CC. Failure to report loss of or damage caused to City equipment and/or facilities for which the employee was responsible. DD. Threats of violence against City employees and/or City property. 16 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 2o2220 -2e - 202.52022 EE. Violation of the Fair Political Practices Act. 26.3 PERSONS WHO MAY TAKE DISCIPLINARY ACTION. The City Manager or any Department Director or designee may take disciplinary action against an employee. 26.4 CONSIDERATIONS IN THE DETERMINATION OF TYPE OF DISCIPLINARY ACTION. Where appropriate, the City practices a progressive disciplinary process. The considerations used in determining the type of disciplinary action shall be considered on a case-by-case basis. Such considerations shall include, but not be limited to: the employee's work history and performance record; the nature and severity of the infraction; aggravating and mitigating circumstances associated with the offense; and any extenuating factors. 26.5 TYPES OF DISCIPLINARY ACTION. The types of disciplinary action that may be taken shall include but not be limited to oral reprimand, written reprimand, demotion, suspension, reduction in pay and dismissal. 26.6 NOTICE OF DISCIPLINARY ACTION. Those disciplinary actions beyond an oral reprimand shall be in writing and include the following: A. The causes/reasons for the disciplinary action, which may include the performance expectations, rules, regulations or policies that have been violated. B. The effective date(s) of the disciplinary action. C. Any rights of appeal. 26.7 APPEAL OF DISCIPLINARY ACTION. An employee shall have the right to appeal any disciplinary action through the appropriate chain of command. The appeal process shall be composed of the following steps: A. An appeal shall be submitted in writing to the person who proposed and enacted the discipline within fifteen (15) business days of the date of notification for disciplinary action. B. The person who proposed and enacted the discipline shall respond in writing within fifteen (15) business days of the date of receipt of the employee's appeal. C. If resolution is not achieved at that level, the employee may submit an appeal in writing to the Department Director within fifteen (15) business days of the date of the supervisor's response. D. The Department Director shall respond in writing within fifteen (15) business days of the date of receipt of the appeal. E. If resolution is not achieved with the Department Director, the employee may submit an appeal in writing to the City Manager within fifteen (15) business days of the date of the Department Director's response. 17 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 F. The City Manager shall respond in writing within fifteen (15) business days of the date of receipt of the appeal. G. If resolution is not achieved with the City Manager, the employee may submit a request in writing to the City Clerk for the Personnel Board of Review to hear a review of the case within fifteen (15) business days of the date of the City Manager's response. H. A hearing by the Personnel Board of Review shall be scheduled within fifteen (15) business days of the date of receipt of the request by the City Clerk. The hearing by the Board shall be a public hearing, unless the employee desires a closed hearing. I. The Personnel Board of Review shall have the ability to rule on the factual basis of the offense and the severity of the punishment J. The Personnel Board of Review shall submit a statement of opinion to the employee, City Manager, and the employee's Department Director in writing within fifteen (15) business days of the hearing. The decision of the Board shall be advisory to the City Manager. K. Final Notice of Disciplinary Action: Following review of the Personnel Board of Review's recommendation and the determination by the City Manager, the City Manager shall prepare a Final Notice of Disciplinary Action, advising the employee of the action to be taken and the employee's appeal rights. The Final Notice of Disciplinary Action shall be provided to the employee in writing within fifteen (15) days of receipt of the Personnel Board of Review's Statement of Opinion. The City Manager shall file a copy of the Final Notice of Disciplinary Action with the Human Resources Manager. The Final Notice of Disciplinary Action shall be delivered personally to the employee or shall be sent by registered or certified mail. L. Failure, by either party to respond in a timely manner would result in judgment for the opposing party. 26.8 Judicial review of any decision rendered under this section shall be governed by Code of Civil Procedure section 1094.5 26.9 For employees covered by the requirements of California Government Code Section 3300 et. seq., the appeal procedures in this section shall be deemed to comply with and fully satisfy the right to an administrative appeal under Government Code section 3304. 26.10 FLSA Exempt Employees: With respect to employees in classification deemed exempt from the overtime requirements of the Fair Labor Standards Act ("FLSA") disciplinary suspensions pursuant to this policy shall be administered in accordance with the salary basis test under the FLSA's governing regulations. 18 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 ARTICLE XXVII — CITY RIGHTS 27.1 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 • Set standards of service • Determine the procedures and standards of selection for employment • Direct its employees • Maintain the efficiency of governmental operations • Determine the methods, means, and personnel by which government operations are conducted • Take all necessary actions to carry out its mission in emergencies • Exercise complete control and discretion and 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 make and enforce standards of conduct and discipline, and to determine the content of job classifications; provides, however, that nothing herein may be read to extend the term of the MOU nor to supplement negotiations as a means for arriving at terms for a successor MOU. ARTICLE XXVIII — EMPLOYEE REPRESENTATION 28.1 This Memorandum of Understanding (MOU) is entered into between representatives of the City of Lodi (City) and representatives of the Lodi Mid -Management Association (LCMMA). The parties hereto acknowledge and agree that this MOU constitutes the result of meeting and conferring in good faith as contemplated by Section 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 herein. Both parties each certify without reservation that an adequate opportunity has been afforded its bargaining representatives to propose and vigorously advocate all negotiable subject matter during the course of collective bargaining preparatory to signing this agreement. The City will meet and confer before changing a policy or rule that is subject to meet and confer under the Meyers-Milias-Brown Act (MMBA). The terms and conditions of this MOU shall continue in effect during the term of this MOU. The City and the LCMMA agree and understand that if any section of the MOU conflicts with any ambiguity will policy manual or rules for personnel administration) is controlling. State and Federal laws will be adhered to). The terms and conditions of employment stated in other authorities, such as Personnel Rules, Administrative Policy and Procedure, City 19 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 Resolutions, or City Ordinances, etc. be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document (i.e. policy manual or rules for personnel administration) is controlling. State and Federal laws will be adhered to. The City agrees to recognize LCMMA representatives for the purpose of representing members of the LCMMA on all matters relating to the administration of this MOU, and upon the request of an employee, on adverse actions and other matters which may be or are on appeal in accordance with the discipline article of this MOU. ARTICLE XXIX — SEVERABILITY 29.1 In the event that any provision of this MOU is found by a court of competent jurisdiction to be invalid, all other provisions shall be severable and shall continue in full force and effect. 20 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202,220-2-0 - 202.52022 ATTACHMENT A Salary Range effective January 9, 2023 , 21 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202220-2-e - 202.52022 CITY OF LODI, a Municipal corporation STEPHEN SCHWABAUER City Manager Date: ADELE POST Human Resources Manager Date: ANDREW KEYS Deputy City Manager Date: Attest: OLIVIA NASHED City Clerk APPROVED AS TO FORM: JANICE D. MAGDICH City Attorney 22 LODI CITY MID -MANAGEMENT ASSOCIATION GARY WIMAN LCMMA President Date: ANDREW RICHLE LCMMA Vice President Date: TRAVIS KAHRS LCMMA Secretary Date: RESOLUTION NO. 2022-222 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE MEMORANDUM OF UNDERSTANDING WITH LODI CITY MID -MANAGEMENT ASSOCIATION EFFECTIVE JANUARY 1, 2023 THROUGH DECEMBER 31, 2025 WHEREAS, representatives from the City and Lodi City Mid -Management Association (LCMMA) have bargained in good faith and reached a tentative agreement on a successor Memorandum of Understanding (MOU); and WHEREAS, it is recommended that Council approve revisions to the MOU with LCMMA to include the following: • The term of the MOU shall be from January 1, 2023 through December 31, 2025. • Fifteen percent (15%) wage adjustment over the term of the contract as follows: o Six percent (6%) effective January 9, 2023; o Five percent (5%) effective January, 8, 2024; and o Four percent (4%) effective January 6, 2025. • Increase to the City's contribution towards medical premiums and remain over the term of the contract: o $ 2,005.52 per month for family coverage; o $ 1,542.71 per month for employee plus one dependent coverage; and o $ 771.35 per month for employee only coverage. • Increase to the annual maximum dental benefit from $1,000 to $1,250, and the addition of orthodontia benefits for the employees and eligible dependents with a lifetime maximum benefit of $1,250. • Addition of one fixed holiday in recognition of the Juneteenth holiday. NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve the attached Memorandum of Understanding (Exhibit A) between the City of Lodi and LCMMA, effective January 1, 2023 through December 31, 2025. Date: September 21, 2022 ---------------------------------------------------------------------------- ---------------------------------------------------------------------------- I hereby certify that Resolution No. 2022-222 was passed and adopted by the Lodi City Council in a regular meeting held September 21, 2022, by the following vote: AYES: COUNCIL MEMBERS — Hothi, Kuehne, Nakanishi, and Mayor Chandler NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — Khan ABSTAIN: COUNCIL MEMBERS — None oiu�� OLIVIA NASHED City Clerk 2022-222 E?(HE31i i, MEMORANDUM OF UNDERSTANDING BETWEEN CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION w"Nom mv,,ww _ Appirdomplim7l r i January 1, 2023 — December 31, 2025 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202432020 - 202,9 _ MID -MANAGEMENT ACCOUNTANT ADMINISTRATIVE ANALYST ASSISTANT ENGINEER ASSISTANT ENGINEER/PLANS EXAMINER ASSISTANT PLANNER ASSOCIATE CIVIL ENGINEER ASSOCIATE PLANNER CHIEF BUILDING OFFICIAL CITY PLANNER COMPLIANCE ENGINEE MANAGER CONSTRUCTION PROJECT MANAGER CUSTOMER SERVICE SUPERVISOR DEPUTY DIRECTOR PARKS, RECREATION AND CULTURAL SERVICES DEPUTY PUBLIC WORKS DIRECTOR - CITY ENGINEER ELECTRIC UTILITY BUSINESS ANALYST ELECTRIC UTILITY RESOURCES ANALYST ELECTRIC UTILITY SUPERINTENDENT ELECTRICAL ENGINEER FACILITIES SUPERINTENDENT FLEET SUPERINTENDENT INFORMATION TECHNOLOGY MANAGER LIBRARIAN I/II LITERACY AND PROGRAM MANAGER MANAGEMENT ANALYST MANAGER, ENGINEERING & OPERATIONS NEIGHBORHOOD SERVICES MANAGER NETWORK ADMINISTRATOR PARK SUPERINTENDENT PUBLIC WORKS MANAGEMENT ANALYST RATES & RESOURCES MANAGER RECREATION MANAGER RECREATION SUPERINTENDENT REVENUE MANAGER SENIOR CIVIL ENGINEER SENIOR TRAFFIC ENGINEER SENIOR POWER ENGINEER SENIOR PROGRAMMER/ ANALYST SENIOR TRANSPORTATION PLANNER STREET SUPERINTENDENT SUPERVISING ACCOUNTANT TRANSPORTATION MANAGER UTILITIES MANAGER UTILITY SUPERINTENDENT WASTEWATER PLANT SUPERINTENDENT WATER PLANT SUPERINTENDENT I CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202;39_ ?_ -202,5 TABLE OF CONTENTS ARTICLE I - SALARY AND TERM......................................................................:...............................:...1 ARTICLE II - BILINGUAL INCENTIVE................................................................................................... 1 ARTICLE III - LAND SURVEYOR INCENTIVE .................. I-................................................................ 1 ARTICLE IV - DEFERRED COMPENSATION........................................................................................ 2 ARTICLE V - SPECIAL ASSIGNMENT PAY...........................................................................................2 ARTICLE VI - TEMPORARY UPGRADE PAY........................................................................................ 2 ARTICLE VII - OVERTIME...................................................................................................................... 2 ARTICLEVIII - RETIREMENT.................................................................................................................3 ARTICLE IX - VACATION LEAVE..........................................................................................................4 ARTICLE X - ADMINISTRATIVE LEAVE...... ........................................................................................ 5 ARTICLEXI - HOLIDAYS......................-...............,...................,..........-.............................................. 5 ARTICLEXII - SICK LEAVE..................................................................................................................... 6 ARTICLE XIII - SICK LEAVE CONVERSION......................................................................................... 6 ARTICLE XIV - MEDICAL INSURANCE................................................................................................ 7 ARTICLE XV - DENTAL AND ORTHODONTIA INSURANCE............................................................8 ARTICLE XVI - VISION INSURANCE .................................. ...... ..................................................8 ARTICLE XVII - CHIROPRACTIC........................................................................................................... 8 ARTICLE XVIII - FLEXIBLE SPENDING ACCOUNT............................................................................ 8 ARTICLE XIV - LIFE INSURANCE..........................................................................................................9 ARTICLE XX - LONG-TERM DISABILITY INSURANCE..................................................................... 9 ARTICLE XXI - LEAVES AND LEAVES OF ABSENCE........................................................................ 9 ARTICLE XXII - TUITION REIMBURSEMENT...................................................................................11 ARTICLE XXIII - PROBATION., .......................................................... ....................... ............................. 13 ARTICLE XXIV - PERSONAL LIABILITY............................................................................................ 13 ARTICLE XXV - GRIEVANCE PROCEDURE.......................................................................................14 ARTICLE XXVI - DISCIPLINARY PROCEDURE & PROCEEDINGS ................................................ 15 ARTICLE XXVII - CITY RIGHTS...........................................................................................................19 ARTICLE XXVIII - EMPLOYEE REPRESENTATION.........................................................................19 ARTICLE XXIX - SEVERABILITY............................................................................... ..................... 20 ATTACHMENT A - SALARY SCHEDULE.......................................................................... 21 CITY DIS LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MQU 20-132020-202 ARTICLE I - SALARY AND TERM 1.1 , 4he salary raiiges by fidUF ffi-eeFfi (40).The _City shallprovide wage increases over the term of the contract as follows: Six percent (6%) effective Jantiary_9. 20 Five percent (5°/n)_ effective January 8, 2024: and Four percent (4%) effective January E. 2025. The City agrees to maintain a 10% differential between the top salary step of an LCMMA member and the top salary step of the LCMMA member's direct report. 1.2 Salary shall be as noted in Attachment A. 1.3 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 the LCMMA or by other means permitted by the Meyers Milias Brown Act. The term of the MOU shall be January 1, 20239 through December 31, 20252022. 1.4 The Citv will make every attempt to complete a city-wide: salary survey before the end of the next contract (December 3l, 2025). Due to the specialized nature okertain positions within l,odi and comparable agencies, both LCMMA and the City acknowledge it may be possible to rind coinparable job classifications at other agencies or at enough agencies with comparable job classifications to provide relevant comparison data. In any survey, the City shall strive to compare ellotlgh internal positions to benchmark those unique positions internally while considering, limited external inf-orrnation. Results of the study are For inlormati0n purposes only and the City is not required to take arty action based on the results. 1.5 Negotiations will commence no later than October 31, 20252. ARTICLE II - BILINGUAL INCENTIVE 2.1 Employees designated by the Department Head and approved by the City Manager who have passed a proficiency examination administered by the City shall receive a monthly bilingual supplement of $150.00. The City Manager has the discretion in determining eligible languages. ARTICLE III - LAND SURVEYOR INCENTIVE 3.1 The City shall provide an incentive ofseven percent (7%) of -base salary for the designated City Land Surveyor. CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 20232020-2025 — ARTICLE IV - DEFERRED COMPENSATION 4.1 Employees may participate in the City's Deferred Compensation Plan. 4.2 City matches up to a maximum of 3.0% of base salary. ARTICLE V - SPECIAL ASSIGNMENT PAY 5.1 Employees who are assigned by the Department Head or designee to work on a one-time special or major project shall be paid an additional 10% of the employee's regular base salary while working on the project. City Manager approval must be obtained prior to the employee working on the special project. It is mutually agreed that assignments are at the sole discretion of the Department Head, subject to City Manager approval. Employees in such positions acknowledge, as does LCMMA, that employees may be transferred or removed from the special project on a non -punitive basis and that they have no right to appeal from such transfer or removal. ARTICLE VI — TEMPORARY UPGRADE PAY 6.1 Any employee who is assigned by the Department Head or designee, and with the approval of the City Manager, to a higher classification in the absence of the incumbent for a period of three or more days, shall receive a 10% wage increase while in this status. However, in no event shall the upgrade pay per hour exceed the top step of the classification to which the employee is temporarily upgraded. City Manager approval must be obtained prior to the employee working in the higher classification. 6.2 Any employee who is assigned by the City Manager to a vacant or interim Director position, for more than two consecutive weeks, shall receive a 10% wage increase while in this status. If subordinate employees are also receiving temporary upgrades during the same period, there will be a 10% differential between the highest upgraded salary of a subordinate employee and the upgraded salary of the employee serving in the Director role. Under no circumstances shall the upgraded employee's salary exceed the top step of the Director classification into which they are upgraded. In some circumstances this may result in an upgrade that is less than 10% above an upgraded subordinate's salary. ARTICLE VII — OVERTIME 7.1 Due to the fact that the classifications in this bargaining unit are deemed exempt from the overtime requirements of the Fair Labor Standards Act (FLSA), the following special provisions for the payment of overtime will apply. Employees shall be compensated for overtime at the time and one-half rate for time worked due to emergencies. Emergencies shall be determined by the appropriate department head and include but are not limited to such events as: • Major storm damage requiring the dispatching of additional crews; • The necessity to cover scheduled shifts; CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2023RO20- 202 ,2G22 • Direct supervision of crews assigned to work during normal days off to accommodate the public; • Break down of equipment and/or systems requiring the presence of the mid -manager in order to restore service. 7.2 Overtime pay shall not be paid for the following: • Staff meetings; • Special projects; • Conferences and seminars - except as noted below; • Appearances before City Council and commissions; • Public information presentations; or • Activities involved with the completion of normal activities or programs such as budgets, inventory, annual financial closings, labor negotiations, and recreation programs. 7.3 All overtime must be approved by the department head. Any deviations from these guidelines must be approved in advance by the department head and the City Manager. 7.4 Upon promotion into a Mid -Management position all previously accrued compensatory time must be paid or used prior to the promotion. ARTICLE VIII - RETIREMENT 8.1 The City of Lodi provides retirement benefits through the Public Employees' Retirement System (PERS). Employees shall receive the following retirement benefits for employees deemed to be "classic" employees by PERS: Miscellaneous 2% @ 55 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 • Credit for Unused Sick Leave • Military Service Credit as Public Service • Employee shall pay the full employee share of retirement costs as calculated by PERS (7%) in its annual actuarial valuation 8.2 Employees shall receive the following retirement benefits for employees deemed to be "new" employees under the Public Employee's Pension Reform Act of 2013 (PEPRA): Miscellaneous 2% @ 62 plan • 1957 Survivors Benefit • 1959 (Plus 25%) Survivors Benefit 3 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202329±29-202.5 • Ordinary disability vested at 30% at 5 years increasing 1% per year to maximum of 50% • 50% survivors continuation • Credit for Unused Sick Leave • Military Service Credit as Public Service • Employee shall pay the full employee share of retirement costs as calculated by PERS in its annual actuarial valuation 8.3 Each employee in this unit shall pay three percent (3%) towards the employer's share of the Ca1PERS normal pension cost (cost-sharing). ARTICLE IX - VACATION LEAVE 9.1 Employees hired prior to July 1, 1994 shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hours per pay period 6th year 4.62 hours per pay period 12th year 5.23 hours per pay period 15th year 6.16 hours per pay period 21 st year 6.47 hours per pay period 22nd year 6.78 hours per pay period 23rd year 7.09 hours per pay period 24th year 7.40 hours per pay period 25th year 7.71 hours per pay period 9.2 Employees hired after July 1, 1994 shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hours per pay period 6th year 4.62 hours per pay period 12th year 5.23 hours per pay period 15th year/above 6.16 hours per pay period 9.3 Employees promoting into a Mid -Management position will follow the vacation schedule referenced in articles 8.1, or 8.2, depending on their initial employment with the City of Lodi. 9.4 Vacation leave shall be used in increments of not less than quarter hours. 9.5 Effective October 1, 2004, the maximum amount of unused vacation hours an employee may accrue, at any given time is twice the employee's annual vacation rate. 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. CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2023-_B"_::._2025 g ARTICLE X - ADMINISTRATIVE LEAVE 10.1 Employees will be given eighty (80) hours of administrative leave per calendar year. Balances must be used prior to December 30 or they will be lost. 10.2 New employees or employees becoming eligible due to a promotion receive administrative leave on a prorated basis, with six point six seven (6.67) hours granted for each full calendar month remaining in the calendar year with a maximum of 80 hours. 10.3 Employees separating mid -year will receive a cash payout for unused Administrative Leave on a prorated basis in accordance with 9.2. 10.4 Employees are eligible to cash out up to eighty (80) hours of their current Administrative Leave balance in any calendar year except in the months of May and June. A request to cash out Administrative Leave must be in writing and submitted to the Finance Division. ARTICLE XI — HOLIDAYS 11.1 All employees shall receive 36 floating holiday hours. Effective .lanUaiy 1, 2023, in recognition Of the JUJI&CCIIth holiday. the following tem4ne and one half( I 0-9'/z) fixed holidays will he ohserved- • New Year's Day January 1 • Martin Luther King Jr. Day 3rd Monday in January • President's Day 3rd Monday in February Memorial Day Last Monday in May • Juneteenth June 19 • Independence Day July 4 • Labor Day 1 st Monday in September • Thanksgiving Day 4th Thursday in November • Day after Thanksgiving Day Friday after Thanksgiving Day • Christmas Eve (half working day) December 24 • Christmas Day December 25 11.2 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. 11.3 Electric Utility Mid -Management employees shall receive 45 floating holiday hours. Effective IaIlLiary I, 2023, in recogrnition of 111e Juncleenth hoiida -rte the following nineeight and one-half (99'/z) fixed holidays will be observed: • New Year's Day January • Martin Luther King Jr. Day 3rd Monday in January Memorial Day Last Monday in May CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202 3&20-?o2�ri[eZ • Juneteenth June 19 • Independence Day July 4 • Labor Day 1 st Monday in September • Thanksgiving Day 4th Thursday in November • Day after Thanksgiving Day Friday after Thanksgiving Day ■ Christmas Eve (half working day) December 24 • Christmas Day December 25 11.4 Holiday hours may not be carried into the following calendar year. 11.5 If hired or separated mid -year, employee shall be credited or debited with floating hours per the following schedule: Four Floating Holidays: Month Hired or Separated Hours Added Hours Subtracted Jan Feb March 36 27 April May June 27 18 July Aug Sept 18 9 Oct Nov Dec 9 0 ARTICLE XII - SICK LEAVE 12.1 Sick Leave is earned at the rate of 3.70 hours per pay period with no limit on the amount that can be accumulated. Sick leave shall be taken in increments of not less than quarter hours. ARTICLE XIII - SICK LEAVE CONVERSION 13.1 Employees 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 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 for the employee and, if applicable, his/her dependents, subject to the cap shown in Article XIII. Fifty percent of that dollar amount will be placed into a "bank" to be used for medical insurance premiums 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. Employees may also use their banks money to purchase dental, vision, and/or chiropractic insurance at the current premiums until their bank is depleted. CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2021-_e20 - 202a429� OPTION #2 - "Conversion" The number of accumulated hours shall be multiplied by 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, subject to the cap in Article XIII. Any differences created by an increase in premiums must be paid for by the employee. OPTION 43 — "Service Credit" A retiring employee will be able to convert unused sick leave to service credit for Cal PERS retirement purposes. 13.2 Employees hired after July 1, 1994 will not have the option of converting unused sick leave time into medical insurance premiums as referenced in OPTION 1-2. The only option available to these employees is OPTION #3 "PERS SERVICE CREDIT". 13.3 In the event an active employee dies before retirement and that employee is vested in the Sick Leave Conversion program (10 years) the surviving dependents have an interest in one-half (1 /2) the value of the bank as calculated in Section 12.1. 13.4 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. 13.5 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. 13.6 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. 13.7 Only one City of Lodi employee may carry dependent coverage for another City employee, therefore, upon retirement the employee may re -enroll as an individual into the health plan in order to take advantage of the Sick Leave Conversion program. 13.8 A retiree or surviving dependent may purchase dental, vision, and/or chiropractic insurance at the City group rate through the Sick Leave Conversion Bank option. ARTICLE XIV — MEDICAL INSURANCE. 14.1 All employees are offered medical insurance for themselves and dependents through Cal PERS-Medical Plans. Effective January 1, 20232918, the City's contribution to the premiums for medical insurance coverage will be capped at the following rates and employees will be responsible for premium costs in excess of this amount: Employee only $099:29 $771.35 per month Employee +l $4484.34$1,542.71 per month Employee +family $ ! ,'� T '2 005.52 per month CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2o2geQ-e0- 202,N20212 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 or $305.22 for employee only 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. 14.2 Only one City of Lodi employee may carry dependent coverage for another City employee. ARTICLE XV - DENTAL AND ORTHODONTIA INSURANCE 15.1 Employees are provided fully paid family dental insurance. 15.2 Effective January 1, 2023, the Mmaximum dental benefits are $1,250OW for each family member enrolled into the dental plan, per calendar year. There is a $25 deductible plus co- insurance features. 14.3 Effective January 1 2023. the City shall provide orthodontia benefits. up to a lifetime cap of $1.2 50.00 for each fain i ly mem her covered under the plan. ARTICLE XVI - VISION INSURANCE 16.1 Employees are provided with family vision care insurance through Vision Service Plan. Services and amount of coverage are outlined in the VSP Summary of Benefits. ARTICLE XVII — CHIROPRACTIC 17.1 Chiropractic services may be received by employees and dependents through a chiropractic insurance plan. ARTICLE XVIII - FLEXIBLE SPENDING ACCOUNT 18.1 Employees shall have the option of participating in the Flexible Spending Account (Section 125 Plan). Employees may elect to participate in: a) Premium Conversion b) Non -reimbursed Health Care c) Dependent Care Reimbursement 18.2 Elections for the calendar year will be made each December, or if a change in family status occurs. Money deposited into the Plan will be forfeited as required by the plan and or applicable law. CM OF LDDI AND LODI CITY MID -MANAGEMENT ASSt M -fl N -- MQU aoa R*eO - ?U2 ma22 18.3 The Medical Flexible Spending Account will include a carryover provision which allows an active participant to automatically carryover up to the IRS limit $550-540 for 2023 to the new plan year. However, amounts over $5-Wthe IRS limit would be forfeited after the final filing date, if left unclaimed. ARTICLE XIV - LIFE INSURANCE 19.1 Employees are provided with a life insurance program providing for 2 times the annual salary to a maximum of $250,000. The amount of insurance to reduce to 65% after the 70th birthday but before the 75th birthday. The amount of life insurance after the 75� birthday is reduced to 50%. In addition, a spouse will be covered for $1,500. Dependent children between the ages of birth through the 20th birthday will be covered for $1,500. ARTICLE XX - LONG-TERM DISABILITY INSURANCE 20.1 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. ARTICLE XXI - LEAVES AND LEAVES OF ABSENCE 21.1 A leave of absence may be granted for a specified period of time (not to exceed one year) with or without pay, for an employee to be absent from duty for a specified purpose. No such leave shall be granted except upon written request of the employee, setting forth the reason for the request and the duration of such leave. The granting of a leave of absence provides the employee the right to return to the same position or a position similar to the one vacated. Requests for leave of absences for medical reasons must be accompanied by the appropriate health care practitioner's documentation. A leave of absence shall not constitute a break in service for purposes of the City of Lodi's service award, nor shall it impair an employee's status as a regular full-time employee. An employee returning to employment after a leave of absence shall retain the same status and shall be placed at the same salary step in the pay range in effect for the class as the employee received when the leave of absence commenced. Employees shall not be entitled to a leave of absence as a matter of right (except as provided by Federal or State law), but only upon the determination of the City that it is in the best interest of public service and that there is a presumption that the employee intends to return to work upon the expiration of the leave of absence. Failure on the part of the employee on leave to report promptly at its expiration, or at a reasonable time after notice to return to duty, shall be considered abandonment of position. CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOiJ 202 - 2oa 2eL�E The approval of a leave of absence is subject, but not limited to a number of considerations such as length of employment, performance record, reasons for the leave of absence, the effect of the absence on the department, and duration of the leave of absence. PERS contributions will continue to be made as long as an employee continues to receive compensation from his/her accumulated leave balances. The amount of the contributions will vary according to the amount of compensation being received from the accumulated leave balances. While an employee is on a leave of absence, he/she may receive compensation from his/her accumulated leave balances in accordance with applicable City policies. The amount of compensation received from these balances determines the employee's pay status. 21.2 An employee is on pay status when they are receiving compensation from his/her accumulated leave balances. To be eligible for City benefits, a regular, full-time employee must be on pay status at the rate equivalent to hours worked in at least one half of a pay period. The only exception to this condition pertains to the receipt of compensation from accumulated leave balances while receiving Workers' Compensation payments. Such employee must use all his/her accumulated leave balances until exhausted. 21.3 A leave of absence with pay is when an employee is considered to be in a pay status. An employee in a pay status will continue to receive all benefits including leave accruals. 21.4 A leave of absence without pay is determined as such when an employee is no longer in a pay status or has exhausted all accumulated leave balances (according to applicable City policies). A leave of absence without pay shall constitute a break in service for the purposes of determining benefit eligibility, performance evaluation and subsequent merit increase eligibility time frames if the employee is not on pay status at the rate equivalent to hours worked in at least one half of a pay period. The length of such leave to the nearest pay period shall be deducted from service credit. Failure of an employee to return to his/her employment upon the termination of any leave of absence may result in the employee being required to reimburse the City for health insurance premiums paid by the City during the leave. For reasons other than disability, employees and their dependents may continue their health/medical insurance by paying the premiums for such time as the employee is in a leave without pay status. All employees granted a leave of absence without pay may have his/her personnel action date extended by the amount of the leave of absence, if such absence is greater than one pay period 21.5 All leaves of absence shall be requested in writing by the employee and shall require written approval by the Department Head. In addition to Department Head approval, leaves 10 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202g - 202�2eee of absence without pay shall be approved by the City Manager. All requests shall be routed through the Human Resources Division and must include the following information: (1) Employee identification information such as employee number, class title, etc.; (2) Dates of commencement and expiration; and (3) Reason for absence. 21.6 A Personnel Action Form shall be submitted by the respective department to the Human Resources Division for all leaves of absence without pay with a duration greater than one full pay period. The form should be submitted prior to the commencement of such leave and immediately upon or prior to the employee's return to work. 21.7 All employees must have timesheets/cards submitted to payroll during leaves of absence indicating the type and amount of accumulated leave balance(s) to be charged. An employee on a leave of absence without pay should submit his/her timesheet/card indicating such status. ARTICLE XXII — TUITION REIMBURSEMENT 22.1 Participation is limited to full-time regular employees of the City of Lodi. 22.2 City shall reimburse employees the cost of tuition and books (including software) upon the satisfactory completion of job-related coursework. Employees must maintain continuous service from the date a course begins to the date of its completion. Employees shall not be eligible for reimbursement when a course is paid for by another source. 1) Employees shall receive up to a maximum of $3,000 per fiscal year (including books and software), to be paid upon the satisfactory completion of course work. A fiscal year is the period between July 1 and June 30; the final date of class shall determine the fiscal year in which that course falls. You cannot request reimbursement for a course in a fiscal year that the course did not end. For example: if you complete a class in June, but not request reimbursement until August, funds for your reimbursement would be derived from the previous fiscal year. Course work must be part of a program of study towards obtaining an Associate of Arts, Bachelor's, or any higher degree. The college or university must be accredited from one of the eight regional accredited associations listed below: Middle States Association of Colleges and Schools Middle States Commission on Higher Education 11 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MQU 202.3202-- - 2025 8 • New England Association of Schools and Colleges Commission on Institutions of Higher Education • New England Association of Schools and Colleges Commission on Technical and Career Institutions • North Central Association of Colleges and Schools The Higher Learning Commission • Northwest Commission on Colleges and Universities • Southern Association of Colleges and Schools Commission on Colleges • Western Association of Schools and Colleges, Accrediting Commission for Community and Junior Colleges • Western Association of Schools and Colleges, Accrediting Commission for Senior Colleges and Universities 22.3 Courses should pertain to an employee's career field, thus enhancing his/her career advancement opportunities and job skills. Courses related to an employee's job duties and responsibilities must exceed the educational level required to qualify for the employee's current classification. 22.4 Prior to enrollment in a course, the employee shall submit an application for participation in this program to his/her Department Head. The Department Head shall review the application and determine eligibility according to the Tuition Reimbursement policy and the appropriate memorandum of understanding. If the application is denied, a letter shall be sent by the Department Head to the employee explaining why it has been disapproved. If the application is approved, the Department Head shall sign the application and return it to the employee, who shall be responsible to retain it until the course is completed. Upon completion of the course of instruction, the employee shall submit to the Department Head evidence of satisfactory completion (grade of "C" or equivalent or better). For ungraded courses, a statement from the school or the instructor must indicate successful completion of the course. This shall be accomplished within 60 calendar days of the completion of the course. In the event that such cannot be furnished within this time period, the employee shall provide a written statement explaining the reason for the delay. The Department Head shall then authorize payment of the appropriate reimbursement. The completed application, receipts, and evidence of grade shall be forwarded to Human Resources for approval. Once approved by Human Resources the packet will be forwarded to the Finance Division and a reimbursement check shall be issued to the employee. 12 CITY F LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202eQ2e - 202 - 22.5 Participation in courses must not be during regular work hours and must not result in reducing either the normal work week of the employee or the quality and quantity of his/her services to the City; except that the City may grant time off for attendance at courses during working hours if the course is given at no other times and if such time off does not disturb normal City operations. The best interests of the City shall at all times be the determining factor in the consideration of such time off. Employees must complete courses within the regulation period of time allowed for them by the school or professional organization. Participation in this program is to be considered a privilege rather than a right of the employee. The City reserves the right to disapprove reimbursement for courses if the course requested is available at a substantially lower cost at a local school or college. ARTICLE XXIII — PROBATION 23.1 Employees have a probationary period of one year. During probation, new hires have the same rights and privileges as regular employees, except that: • City and employee may mutually agree to an extension of the probationary period up to six additional months. • Termination cannot be grieved. New hires and promotional appointments shall be eligible for a merit increase at the completion of probation. ARTICLE XXIV - PERSONAL LIABILITY 24.1 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, sustained by 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 act or 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. 13 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2023202e - 202 2B$2 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 apparent best interests of the City. Payment of the claim of judgment would be in the best interests of the City. ARTICLE XXV - GRIEVANCE PROCEDURE 25.1 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, Letter of Agreement, and formal interpretations and clarifications executed by the Association and City. B. Disputes as to whether a matter is proper subject for the Grievance Procedure. C. Disputes which may be of a "class action" nature filed on behalf of the Association or the City. 25.2 Class action grievances shall be submitted in writing from the LCMMA's President to the City Manager or vice versa. 25.3 STEP ONE Discussion between the employee, the Association Representative and the Department Head, who will answer within fifteen (15) work days. This step shall be taken within thirty (30) 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. 25.4 STEP TWO If a grievance is not resolved in Step One, Step Two shall be the presentation of the grievance, in writing, by the Association Representative to the City Manager, who shall answer, in writing, within fifteen (15) work days of receipt of the grievance. The City Manager's decision shall be final and binding. Step Two shall be taken within fifteen (15) work days of the date of the answer in Step One. 14 CITY OF LODI AND LOM CITY MID -MANAGEMENT ASSOCIATION= MOU 2023-2020=2025 ARTICLE XXVI - DISCIPLINARY PROCEDURE & PROCEEDINGS 26.1 In order to establish employee standards of conduct and work performance that are consistent with the efficient and effective delivery of public services, this section outlines those circumstances under which disciplinary action may be required. 26.2 The following may be causes for disciplinary action including, but not limited to, written reprimand, demotion, suspension, or discharge of any employee. The purpose of specifying these causes is to alert employees to the more common types of disciplinary issues. However, this list is not all inclusive and there may arise instances of unacceptable behavior not included in this list. A. Improper or unauthorized use or abuse of sick leave. B. Inability to maintain regular and consistent attendance, which prevents the reasonable availability for assigned duties. C. Absence without authorized leave; repeated tardiness to assigned work, leaving assigned work without authorization; failure to report to work after a leave of absence has expired, or after a leave has been disapproved or revoked. D. Misconduct; willful or negligent violation of any City rule or policy. E. Insubordination. F. Acceptance of gifts or gratuities in connection with or relating to the employee's duties. G. Conviction of a felony or a misdemeanor involving moral turpitude. A plea or a verdict of guilty, or a conviction following a plea of nolo contendere, to a charge of a felony or any offense involving moral turpitude is deemed to be a conviction. H. Fraud or the submission of false information related to employment application, payroll, or any work-related record or report. I. Soliciting outside work for personal gain during the conduct of City business; engaging in outside employment for any business under contract with the City; or participating in any outside employment that adversely affects the employee's City work performance; or conducting personal business on City time. Discourteous treatment of the public or City employees or disorderly conduct on City property or on City business; for example, fighting, using profanity, intimidation, or abusive and threatening language. K. Conduct that interferes with the reasonable management, operation and discipline of the City or any of its departments or divisions or failure to cooperate with superiors or fellow employees. 15 CITY OF LODI AND LODI CITY MID-MANAGEMENT ASSOCIATION - MO❑ 202 2e2o - 2 )2 L. Engaging in political activities while on duty, in uniform or using the authority associated with City employment. M. Violation or neglect of safety rules or practices. N. Behavior, either during or outside duty hours, which is of such a nature that it causes discredit to the City or one of its operating practices. O. Refusal or inability to improve job performance in accordance with written or verbal direction after a reasonable trial period. P. Inefficiency, incompetence, or negligence in the performance of duties, including failure to perform or complete assigned tasks or training in a prompt competent and reasonable manner. Q. Refusal to accept and carry out reasonable and proper assignment from an authorized supervisor. R. Intoxication, incapacity or possession or use of controlled substances or alcohol on City property and/or at the worksite. S. Failure to obtain or maintain possession of the minimum qualifications for the position. T. Careless, negligent, or improper use of City property, equipment or funds, including unauthorized removal, or use for private purpose, or use involving damage or unreasonable risk of damage to property. U. Unauthorized release or use of confidential information or official records. V. Participation in an illegal strike, work stoppage, slowdown, or other job action against the City. W. Inability to perform the duties of his/her job. X. Dishonesty. Y. Possession of firearms on the job (except for law enforcement personnel). Z. Sleeping on the job. AA. Theft. BB. Retaliation for actions protected by law. CC. Failure to report loss of or damage caused to City equipment and/or facilities for which the employee was responsible. DD. Threats of violence against City employees and/or City property. 16 CPf'Y OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION - MOU 202g e - 2aaasu`r� EE. Violation of the Fair Political Practices Act. 26.3 PERSONS WHO MAY TAKE DISCIPLINARY ACTION. The City Manager or any Department Director or designee may take disciplinary action against an employee. 26.4 CONSIDERATIONS IN THE DETERMINATION OF TYPE OF DISCIPLINARY ACTION. Where appropriate, the City practices a progressive disciplinary process. The considerations used in determining the type of disciplinary action shall be considered on a case-by-case basis. Such considerations shall include, but not be limited to: the employee's work history and performance record; the nature and severity of the infraction; aggravating and mitigating circumstances associated with the offense; and any extenuating factors. 26.5 TYPES OF DISCIPLINARY ACTION. The types of disciplinary action that may be taken shall include but not be limited to oral reprimand, written reprimand, demotion, suspension, reduction in pay and dismissal. 26.6 NOTICE OF DISCIPLINARY ACTION. Those disciplinary actions beyond an oral reprimand shall be in writing and include the following: A. The causes/reasons for the disciplinary action, which may include the performance expectations, rules, regulations or policies that have been violated. B. The effective date(s) of the disciplinary action. C. Any rights of appeal. 26.7 APPEAL OF DISCIPLINARY ACTION. An employee shall have the right to appeal any disciplinary action through the appropriate chain of command. The appeal process shall be composed of the following steps: A. An appeal shall be submitted in writing to the person who proposed and enacted the discipline within fifteen (15) business days of the date of notification for disciplinary action. B. The person who proposed and enacted the discipline shall respond in writing within fifteen (15) business days of the date of receipt of the employee's appeal. C. If resolution is not achieved at that level, the employee may submit an appeal in writing to the Department Director within fifteen (15) business days of the date of the supervisor's response. D. The Department Director shall respond in writing within fifteen (15) business days of the date of receipt of the appeal. E. If resolution is not achieved with the Department Director, the employee may submit an appeal in writing to the City Manager within fifteen (15) business days of the date of the Department Director's response. 17 CITY OF I,QDI AND IADI CITY MID -MANAGEMENT ASSOCIATIUN - MdU 202,220e0-992&2022 F. The City Manager shall respond in writing within fifteen (15) business days of the date of receipt of the appeal. G. If resolution is not achieved with the City Manager, the employee may submit a request in writing to the City Clerk for the Personnel Board of Review to hear a review of the case within fifteen (15) business days of the date of the City Manager's response. H. A hearing by the Personnel Board of Review shall be scheduled within fifteen (15) business days of the date of receipt of the request by the City Clerk. The hearing by the Board shall be a public hearing, unless the employee desires a closed hearing. I. The Personnel Board of Review shall have the ability to rule on the factual basis of the offense and the severity of the punishment J. The Personnel Board of Review shall submit a statement of opinion to the employee, City Manager, and the employee's Department Director in writing within fifteen (15) business days of the hearing. The decision of the Board shall be advisory to the City Manager. K. Final Notice of Disciplinary Action: Following review of the Personnel Board of Review's recommendation and the determination by the City Manager, the City Manager shall prepare a Final Notice of Disciplinary Action, advising the employee of the action to be taken and the employee's appeal rights. The Final Notice of Disciplinary Action shall be provided to the employee in writing within fifteen (15) days of receipt of the Personnel Board of Review's Statement of Opinion. The City Manager shall file a copy of the Final Notice of Disciplinary Action with the Human Resources Manager. The Final Notice of Disciplinary Action shall be delivered personally to the employee or shall be sent by registered or certified mail. L. Failure, by either party to respond in a timely manner would result in judgment for the opposing party. 26.8 Judicial review of any decision rendered under this section shall be governed by Code of Civil Procedure section 1094.5 26.9 For employees covered by the requirements of California Government Code Section 3300 et. seq., the appeal procedures in this section shall be deemed to comply with and fully satisfy the right to an administrative appeal under Government Code section 3304. 26.10 FLSA Exempt Employees: With respect to employees in classification deemed exempt from the overtime requirements of the Fair Labor Standards Act ("FLSA") disciplinary suspensions pursuant to this policy shall be administered in accordance with the salary basis test under the FLSA's governing regulations. 18 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202 2Q2 -G - 202 e9*Q- ARTICLE XXVII — CITY RIGHTS 27.1 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 • Set standards of service • Determine the procedures and standards of selection for employment • Direct its employees • Maintain the efficiency of governmental operations • Determine the methods, means, and personnel by which government operations are conducted • Take all necessary actions to carry out its mission in emergencies • Exercise complete control and discretion and 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 make and enforce standards of conduct and discipline, and to determine the content of job classifications; provides, however, that nothing herein may be read to extend the term of the MOU nor to supplement negotiations as a means for arriving at terms for a successor MOU. ARTICLE XXVIII — EMPLOYEE REPRESENTATION 28.1 This Memorandum of Understanding (MOU) is entered into between representatives of the City of Lodi (City) and representatives of the Lodi Mid -Management Association (LCMMA). The parties hereto acknowledge and agree that this MOU constitutes the result of meeting and conferring in good faith as contemplated by Section 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 herein. Both parties each certify without reservation that an adequate opportunity has been afforded its bargaining representatives to propose and vigorously advocate all negotiable subject matter during the course of collective bargaining preparatory to signing this agreement. The City will meet and confer before changing a policy or rule that is subject to meet and confer under the Meyers-Milias-Brown Act (MMBA). The terms and conditions of this MOU shall continue in effect during the term of this MOU. The City and the LCMMA agree and understand that if any section of the MOU conflicts with any ambiguity will policy manual or rules for personnel administration) is controlling. State and Federal laws will be adhered to). The terms and conditions of employment stated in other authorities, such as Personnel Rules, Administrative Policy and Procedure, City 19 CITY OF LODI AND LODI CITY MID-MANAGEMENT ASSOCIATION — MOII 20212928 - 202, - Resolutions, or City Ordinances, etc. be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document (i.e. policy manual or rules for personnel administration) is controlling. State and Federal laws will be adhered to. The City agrees to recognize LCMMA representatives for the purpose of representing members of the LCMMA on all matters relating to the administration of this MOU, and upon the request of an employee, on adverse actions and other matters which may be or are on appeal in accordance with the discipline article of this MOU. ARTICLE XXIX — SEVERABILITY 29.1 In the event that any provision of this MOU is found by a court of competent jurisdiction to be invalid, all other provisions shall be severable and shall continue in full force and effect. 20 CITY OF JJODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 202 �e - 202 2s4 -x ATTACHMENT A Salary Range effective January 9, 2423Jamia+y 13,2(324 21 CITY OF LODI AND LODI CITY MID -MANAGEMENT ASSOCIATION — MOU 2023ee2e - 202 eQeE CITY OF LODI, a Municipal corporation STEPHEN SCHWABAUER City Manager Date: ADELE POST Human Resources Manager Date: ANDREW KEYS Deputy City Manager Date: Attest: OLIVIA NASHED City Clerk APPROVED AS TO FORM: JANICE D. MAGDICH City Attorney 22 LODI CITY MID -MANAGEMENT ASSOCIATION GARY WIMAN LCMMA President Date: ANDREW RICHLE LCMMA Vice President TRAVIS KAHRS LCMMA Secretary Date: