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HomeMy WebLinkAboutAgenda Report - December 7, 2022 H-03CITY OF t ZO C A L I FORN IA AGENDA ITEM R _ "S COUNCIL COMMUNICATION AGENDA TITLE: Adopt Resolution Approving the Memorandum of Understanding between the City of Lodi and AFSCME — Maintenance & Operators for the Period January 1, 2023 through December 31, 2025 MEETING DATE: December 7, 2022 PREPARED BY: Human Resources Manager RECOMMENDED ACTION: Adopt Resolution approving the Memorandum of Understanding between the City of Lodi and AFSCME — Maintenance & Operators for the period January 1, 2023 through December 31, 2025. BACKGROUND INFORMATION: Representatives from the City of Lodi and AFSCME Maintenance & Operators (M&O) have been bargaining over the terms of a successor MOU over the past four months. Staff is requesting the following wage and benefit changes for the AFSCME M&O employees as follows: • 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. • Increase the annual boot allowance from $250 to $350. • Additional classifications eligible for Bio Hazardous/Waste incentive. • Addition of one fixed holiday in observance of Juneteenth. Staff recommends that the Council approve the revisions to compensation and other benefits for AFSCME M&O employees. FISCAL IMPACT: City wide, the total long-term annual cost of the proposed agreement is estimated to be $1,115,740. The total cost of the term of the agreement is $2,530,490. Stephen Schwabauer, City Manager CITY WIDE COST ALL FUNDS Calendar Year 2023 $ 555,000 Calendar Year 2024 $ 859,750 Calendar Year 2025 $ 1,115,740 Total Cost 3 Year $2,530,490 In the General Fund, total long-term annual cost of the proposed agreement is estimated to be $234,305. The total General Fund cost over the term of the agreement is $531,402. GENERAL FUND COST Calendar Year 2023 $116.550 _ Calendar Year 2024 $ 180.547 Calendar Year 2025 $ 234,305 Total Cost (3 Year) , $ 531 FUNDING AVAILABLE; Budget adjustments for these and other compensation increases for City employees may be needed at Mid Year Fiscal Year 2022/23. 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 catastrophic reserves should actual reserves be needed. Staff will seek Council input prior to any use of reserves. Adele Post Human Resources Manager Q Andrew Keys Deputy City Manager/Internal Services Director MEMORANDUM OF UNDERSTANDING CITY OF LODI A.F.S.C.M.E. COUNCIL 57 LOCAL 146 -AFL-CIO MAINTENANCE & OPERATORS UNIT January 1, 20230 — December 31, 20252022 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 TABLE OF CONTENTS CHAPTER I — SALARIES AND OTHER COMPENSATION Page # Article I Salary 4 Article II Hours 4 Article III Compensatory Time 4 Article IV Overtime 5 Article V Meals 6 Article VI Temporary Upgrade 7 Article VII Shift Differential 7 Article VIII Standby Pay — Call -Out Pay 7 Article IX Tools and Uniform Allowance 8 Article X Safety/Safety Boot Provisions 10 Article XI Class A License 11 Article XII Education Incentives 11 Article XIII Bio Hazardous/Waste Incentive 12 Article XIV Bilingual Pay 12 Article XV Tuition Reimbursement 12 Article XVI Court Appearances 12 Article XVII Mileage Compensation 13 CHAPTER 2 — LEAVES Article XVIII Catastrophic Leave 13 Article XIX Bereavement Leave 13 Article XX Holidays 14 Article XXI Leaves of Absence 14 Article XXII Sick Leave 15 Article XXIII Vacation Leave 15 CHAPTER 3 — INSURANCE BENEFITS AND RETIREMENT Article XXIV Medical Insurance 16 Article XXV Dental Insurance 16 Article XXVI Vision Insurance 17 Article XXVII Chiropractic Insurance 17 Article XXVII I Life Insurance 17 Article XXIX Long Term Disability 17 Article XXX Workers' Compensation 17 Article XXXI Flexible Spending Account 18 Article XXXII Deferred Compensation Plan 18 Article XXXII I PERS 18 Article XXXIV Sick Leave Conversion 20 2 MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 CHAPTER 4 — UNION 1 CITY ISSUES Article XXXV Union Leave 21 Article XXXVI Demotion And Layoff 21 Article XXXVII Changes in Memorandum 21 Article XXXV III City Rights 22 Article XXXIX Employee Representation 22 Article XL Grievance Procedure 24 Article XLI Mutual Consent Contingency 27 Article XLII No Strikes 27 Article XLIII Probationary Period 27 Article XLIV Promotion 28 Article XLV Seniority 28 Article XLVI Shop Stewards 28 Article XLVII Status 28 Article XLVIII Term 29 Exhibit A — Salary Schedule effective February 10, 2020 Exhibit B — Certification Requirements and Incentive Chart 3 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 Chapter 1— Salaries and Other Compensation ARTICLE I — SALARY 1.1 ° ftallppa5eriod in la.,..afy 2021 and _1,..,i.aff 2022 the City _shall. The City shall provide wage increases over the term of the contract as follows: 6% effective January 9, 2023, 5% effective January 8.2024• and 4% effective January 6. 2025. 1.2 For comparison purposes, the recognized survey cites are as follows: Chico Clovis Davis Fairfield Merced Manteca Modesto Redding Roseville Stockton Tracy Turlock Vacaville Visalia Woodland ARTICLE II — HOURS 2.1 Except as provided in subsequent sections, the normal hours of work for all represented personnel shall be eight (8) hours per day and forty (40) hours per week. Alternate work hours may be nine (9) hours a day in the 9/80 schedule for eighty (80) hours in a two week period, or ten (10) hours per day in the 4/10 schedule. The lunch period shall normally commence between the third and fifth work hour at the discretion of the supervisor. a. Wastewater/Water Plant Operators shall work shifts on a jointly agreed to rotating schedule with varying days off. This schedule shall be posted two weeks before the change of shift. b. Employees assigned to work "Relief Operator" duties shall receive compensation at a rate of 10% above their current base pay. The "Relief Operator" is one who works a normal day shift but is on call to assume a shift operators shift(s) for the duration of a vacancy, then return to regular hours. C. Street Sweeper Operators shall work a schedule which begins at 4:00 a.m. d. Alternate work schedules may be developed by mutual agreement between the employee and the appropriate supervisor. 2.2 Work schedules presently in effect shall remain in effect. Any proposed change in the work days or work hours shall be a meet and confer item. ARTICLE III — COMPENSATORY TIME L! MOU ---CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 3.1 Employees may accrue compensatory time in lieu of overtime pay. The accrual rate for compensatory time shall be at the appropriate rate of overtime worked. 3.2 The decision to elect compensatory time or overtime pay may be made each time overtime is worked. An employee's decision to elect compensatory time instead of overtime pay is irrevocable. 3.3 No more than two hundred (200) hours of compensatory time may be carried on the books at any time. Employee's may cash out any amount of the compensatory time at the employee's straight time hourly rate of pay each April, June, and October. A request to cash out leave must be in writing and submitted to the Finance Division. 3.4 Upon separation, the employee will be paid at the employee's current hourly rate of pay or the average of the last three years, whichever is higher, for the remaining compensatory balance. ARTICLE IV — OVERTIME 4.1 Overtime work, paid at the time and one-half rate (1'/z), is work performed by an employee outside his or her regular work hours, and includes: a. Time worked outside of regular hours of work on a work day unless notification has been made in accordance with Sections 2.1 and 2.2; and b. Time worked on a non -work day. Overtime work paid at the double time rate is work performed in excess of 12 hours between 12:00 a.m. and 12:00 a.m. on any given day, any work performed between the hours of 12:00 a.m. and 6:00 a.m., and any work performed on holidays. Hours worked on a holiday, as part of any employee's regular work schedule, shall be compensated at the appropriate overtime rate as provided plus the employee shall receive his or her regular straight time pay. Holiday, for overtime purposes, is defined within the Holiday section of this MOU 4.2 Employees who are required to report for prearranged work on their non -work days or holidays shall be compensated at the overtime rate for actual hours worked, but in no event shall they be paid for less than three (3) hours. 4.3 If an employee has worked for six (6) hours or more at the overtime rate during the sixteen (16) hour period immediately preceding the beginning of his or her regular work hours on a work day he or she shall be given a rest period of six (6) consecutive hours at the completion of the overtime work. Compensation for the six (6) hour rest period shall be allowed at the straight time rate for those hours within the rest period which overlap the normal working hours. 5 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 4.4 When, at the request of the Supervisor in charge, an employee reports for prearranged overtime: a. On work day outside of his or her regular work hours, he or she shall be paid overtime compensation for actual worked time in connection therewith, provided however, that if any such employee continues to work into or beyond his or her regular work hours, he or she shall be paid overtime compensation only for actual work time up to his or her regular work hours. b. On non work days or on holidays, he or she shall be paid overtime compensation for actual work time in connection therewith. For the purpose of this Section, prearranged overtime work is deemed to be work for which advance notice has been given by the end of his or her preceding work period on a work day. ARTICLE V - MEALS 5.1 The City and AFSCME mutually agree to engage in further discussion to incorporate clarifying language for Article V — Meals. 5.2 If the City requires an employee to perform work for one and one-half (1 1/2) hours immediately following quitting time, or if any employee is called in more than two (2) hours immediately before regular starting time, the City shall provide such employee with a $25 meal allowance, payable through payroll. If an employee works beyond the regular quitting time, the City shall continue to provide meals at four (4) hour intervals until the employee is dismissed from work. The cost of such meals and the time taken to consume them shall be at the City's expense. 5.3 When the City requires employees to work on non -work days, the City shall provide a meal allowance at intervals of four (4) hours. The first meal shall be four (4) hours after employees report to work, providing time is allowed for an employee to eat before reporting. If such time is not allowed, the first meal break shall be two (2) hours after reporting for work and at the four (4) hour intervals thereafter. 5.4 When an employee is required to perform prearranged work on non -work days during regular work hours, he or she shall observe the lunch arrangement which prevails on his or her work days. If such work continues after regular work hours, the City shall provide the employee with a meal allowance in accordance with other provisions of this MOU. 5.5 If the City requires an employee to perform prearranged work starting two (2) hours or more before regular work hours on work days or non -work days, and such employee continues to work into regular hours, the employee shall provide for one meal allowance on the job and the City shall provide other meal allowances as required by the duration of the work period. The meal allowances provided for in this Section shall be eaten at approximately the usual times and the usual practice relating to lunch periods on work days shall prevail. The usual times therefore shall be 7:00 a.m. — 12:00 p.m. and noon — 6:30 p.m. 0 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 2025-2 ARTICLE VI — TEMPORARY UPGRADE 6.1 Any employee who is assigned by the Department Head or designee to a higher classification in the absence of the incumbent, for four (4) hours, 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. ARTICLE VII — SHIFT DIFFERENTIAL 7.1 An Operations Premium of 3% will be applied to Wastewater Treatment Plant Operators for all hours worked during swing shifts. Swing shifts are those daily work periods regularly scheduled to begin from 12:00 p.m. to 10:00 p.m. Shift assignments shall be made by the City at its sole discretion consistent with this MOU. ARTICLE VIII — STANDBY PAY — CALL -OUT PAY 8.1 STANDBY: All employees in the Maintenance and Operators Bargaining Unit shall be eligible for standby pay as noted below: A. Standby Pay: All employees in the Maintenance and Operators Bargaining Unit, except Waste Water Plant Operators and Water Plant Operators, shall receive compensation at straight time pay when said employees are in standby status as shown below. On work days 3 hours On non -work days 4 hours On observed holidays 8 hours B. Standby Pay: All Wastewater Plant Operators and Water Plant Operators shall receive compensation at straight time pay when said employees are in standby status, as shown below. On work days 3 hours On non -work days 4 hours On observed holidays 8 hours 8.2 CALL -OUT: All employees in the Maintenance and Operators Bargaining Unit shall be paid call -out pay as follows: A. In addition to the "Standby Duty Pay" (above) the employees on standby shall be paid at the rate of one and one half times the straight time rate of pay for time worked on emergency calls before 12:00 a.m. Time worked between 12:00 a.m. and 6:00 a.m., or in excess of twelve (12) consecutive hours between 12:00 a.m. and 12:00 a.m. on any given day, shall be paid at double time. B. The first call -out will be paid at three (3) hours minimum at the appropriate overtime rate as defined in Article 8.2 (A) of this Agreement. Subsequent calls on 7 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 the same calendar day will be paid for actual time worked at the appropriate overtime rate as defined in Article 8.2(A) of this Agreement. C. All subsequent hours worked on a call -out shall be paid at the appropriate overtime rate per Article 8.2(A) of this Agreement. 8.3 Compensation paid to employees called out in emergency situations outside their regular work hours shall be a minimum of three (3) hours pay at the overtime rate. Additional call outs during that day shall be compensated at the overtime rate for actual hours worked with a one (1) hour minimum. Only one call out between the hours of 12:00 a.m. and 12:00 a.m. shall be compensated at the minimum three (3) hour period. Phone calls lasting less than ten (10) minutes, text messages and/or emails that do not require substantive work would be paid one (1) hour at the appropriate overtime rate. Calls more than ten (10) minutes, text messages and/or emails that require substantive work would receive the standard three (3) hour callback at the appropriate overtime rate. ARTICLE IX — TOOLS AND UNIFORM ALLOWANCE 9.1 Uniforms provided by the City shall include a jacket, pants and shirts. Jackets shall be replaced as needed. Uniform service, including rental and cleaning of one uniform (shirts & pants) per work day, will be provided to the following Maintenance and Operators classifications: 9.2 Environmental Compliance Insp. Facilities Maintenance Worker Facilities Supervisor Fleet Services Supervisor Heavy Equipment Mechanic Maintenance Worker I & II Park Maintenance Worker I /II/III Park Supervisor Chief Wastewater Plant Operator Service Writer Parts Clerk Plant & Equipment Mechanic Street Maintenance Worker I/II/III Street Supervisor Sr. Facilities Maintenance Worker Sr. Storekeeper W/WWMaintenanceWorker I/II/I1I W/WW Supervisor W/WW Plant Operator I/II/III Water Plant Operator VII/III Welder -Mechanic Building Services Supervisor Coveralls, but no more than 3, are provided per calendar year to the following Maintenance and Operators classifications: Chief Wastewater Plant Operator Wastewater Plant Operator I, II, III Sr. Plant and Equipment Mechanic Maintenance Workers 1/II assigned to Plant and Equipment Mechanic Environmental Compliance Inspector Water Plant Operators I/II/III White Slough 9.3 Smocks, but no more than 3, are provided per calendar year to Laboratory Technician I/II classifications. 8 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 9.4 The City agrees to provide prescription safety glasses up to a maximum cost of $500 per pair as required. A maximum of two pair of prescription safety glasses will be provided by the City during employment except as indicated in 9.6 and 9.7 below. 9.5 The employee shall pay directly to the optometrist any fees for prescription examination or related charges if needed. The employee shall submit receipts for the prescription safety frames and lenses to the City for reimbursement. 9.6 Prior to issuance of a replacement pair of prescription safety glasses for payment by the City, the employee shall discuss with and receive approval from the immediate supervisor and department head. The criteria for issuance of a replacement pair of safety glasses are as follows: 1. If safety glasses are damaged due to an accident on the job, the safety glasses will be replaced and paid for by the City. 2. If safety glasses are lost or damaged off the job, the employee will pay the total amount for replacement. 3. If an employee requires a change of prescription for safety glasses, the employee must submit a written statement from the eye doctor stating that the prescription change is necessary. 4. If safety glasses are unsafe due to normal wear and tear, the City shall approve a replacement pair as specified above. 9.7 The following conditions on the part of any applicable employee shall be grounds for the cost of the employee's issued safety glasses to be deducted from the employee's payroll check after a determination of cost has been made by the City. 1. Where the city would be required to replace issued safety glasses due to abuse by the employee. 2. Failure on the part of an applicable employee to wear or utilize safety glasses unless agreed to in writing. Failure on the part of an applicable employee to return issued safety glasses, regardless of condition, upon separation from City service. 9.8 Uniforms and safety equipment damaged in the line of duty shall be replaced or repaired by the City. 9.9 Employees who are not required to wear a uniform, whose personal clothing is damaged in the line of duty, may request to have the item replaced or repaired at the City's expense. Z MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 a. Requests shall be submitted to the Department Director and shall be accompanied by an explanation of the event(s) that led to the damage. b. The City shall have the sole discretion to approve or deny the request and its denial shall not be grievable. C. Repair costs shall not exceed ordinary costs and shall be limited to the repair identified in the employee's claim. d. Items replaced shall be of similar, or the same quality as the item being replaced. The City may require the employee to forfeit the damaged item for inspection. e. All requests for reimbursement shall be accompanied by receipts. 9.10 Employees whose prescription glasses are damaged in the line of duty shall be entitled to reimbursement for the cost of replacing or repairing the glasses. a. Requests shall be submitted to the Department Director and shall be accompanied by an explanation of the event(s) that led to the damage. b. Glasses replaced shall be of an equal or similar quality to the glasses that were damaged. C. Any insurance benefit paid to the employee or paid by the insurance provider toward the replacement/repair costs shall result in a reduction to the amount reimbursed to the employee by the amount paid by the insurance provider. Example: Cost of Eyewear/Repair $150 Insurance Pays $100 Reimbursed to employee $ 50 ARTICLE X — SAFETY/SAFETY BOOT PROVISIONS 10.1 The City retains the right to set and maintain safety standards in the work place. Failure to adhere to safe work practices will be grounds for the City to take appropriate steps to ensure compliance. 10.2 The City agrees to provide an annual boot allowance of $350 X50, paid semi-annually as part of the last biweekly payroll in the months of April and October of each year, for all classifications in this unit. 10.3 Safety boots are defined as leather work boots with a minimum of 4" ankle support. Employees have the option of purchasing these boots with or without steel toes. 10 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 10.4 The City reserves the right to determine if a boot is appropriate to the job class, work hazards, and work conditions. 10.5 Laboratory Technicians shall be eligible to receive the safety shoelboot allowance to purchase water resistant shoes. ARTICLE XI - CLASS A LICENSE 11.1 Those employees required to have a Class "A" commercial driver's license as part of their employment will be given $600 per year, to be paid in October of each year. ARTICLE XII — EDUCATION INCENTIVES 12.1 The City shall make available incentive pay as shown in Exhibit C. A $40.00 per month incentive shall be paid for each grade at or above the minimum grades shown. An employee can earn education incentive pay to a combined maximum of $250 per month. (The certificate pays on Exhibit C chart are not included in this cap) 12.2 The City agrees to pay all fees charged in obtaining any license, mandatory or voluntary certification, or recertification required in the course of his or her employment upon successfully passing the test procedures. 12.3 The City agrees to pay $20 per month to two (2) Wastewater Plant Operators, two (2) Surface Water Plant Operators, and two (2) Plant and Equipment Mechanics for the possession of a Qualified Applicators Certificate. In the event of the separation of one of the two Wastewater or Surface Water Plant Operators or Plant and Equipment Mechanics, the remaining employee in each classification shall receive $40 per month. 12.4 Equipment Maintenance personnel shall be eligible for an incentive pay plan as outlined in Exhibit C. 12.5 Equipment Mechanics are eligible to receive incentive pay of either $25 or $50 per month for possession of Automotive Service Excellence Technician Certificates on the following basis: a. Only courses listed in Exhibit C will qualify towards this incentive. b. Employees will not be paid for both certificates in cases where one is a prerequisite of the other. For example, ASE certifications A-6, A-8 and L-1 are required by BAR in order to obtain a smog certificate. An employee having a BAR smog certificate will receive $50 for the smog certificate and the three ASE certificates will not be counted toward the ASE certification incentives. c. Employees will receive a total of $25 per month for possession of a minimum of three (3) certificates. d. Employees will receive a total of $50 per month for possession of a minimum of eight (8) certificates. 11 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 ARTICLE XIII — BIO HAZARDOUS/WASTE INCENTIVE 13.1 Employees in the following classifications who are assigned to clean up bio hazardous materials will receive $100 per month, paid bi-weekly: Building Services Supervisor Facilities Maintenance Worker Senior Facilities Maintenance Worker Facilities Supervisor Plant and Equipment Maintenanceeehasie Technician Parks Maintenance Worker I/II/III Parks Supervisor Maintenance Worker II Street Maintenance Worker I/II/III Street Supervisor Water/Wastewater Maintenance Worker I/II/III Water/Wastewater Supervisor Wastewater Plant Operator I/II/III Wastewater Operations Supervisor Laboratory Technician I/II Laboratory Supervisor Environmental Compliance Inspector 13.2 All bargaining unit members who receive this incentive shall complete appropriate Bio Hazard training offered by the City. ARTICLE XIV — BILINGUAL PAY 14.1 Employees designated by the Department Head and approved by the City Manager who have passed a bilingual proficiency examination administered by the City shall receive a monthly bilingual supplement of $150, paid bi-weekly. The City Manager has the discretion in determining the languages that will be recognized. ARTICLE XV — TUITION REIMBURSEMENT 15.1 Tuition Reimbursement will be provided as stated in the City's current Tuition Reimbursement Policy. The City will not reduce the maximum reimbursement amount of $3,000 or eliminate this policy during the term of this MOU. ARTICLE XVI — COURT APPEARANCES 16.1 Employees summoned by a court for jury duty shall be granted jury duty leave with pay and may keep any jury duty compensation received. Voluntary grand jury service such as that service in San Joaquin County is not covered by jury duty leave. 16.2 If jury duty attendance is less than one-half (1/2) of a normal working day, the employee is expected to return to work. 12 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 16.3 If an employee has had jury duty of six (6) hours or more during a 16 -hour period immediately preceding the beginning of or following the end of his or her regular work hours on a work day, he/she shall be given a rest period of six (6) consecutive hours. 16.4 If an employee covered by this agreement is required by subpoena issued by an authority granted subpoena powers, to appear before it or to give a deposition as a result of an action taken within the scope of employment with the City that employee will receive his full pay while so doing with no loss of time if he/she is on regular duty. If the employee is not on duty the City agrees to compensate that employee at one and one half (1%) times his regular pay for the time spent in any appearance as required by this Article. As a prerequisite for payment to off-duty employee, the Department Head must be notified in writing of the off duty appearance within seventy-two (72) hours after the employee is subpoenaed or otherwise notified of the required court appearance. ARTICLE XVII — MILEAGE COMPENSATON 17.1 Employees using their personal automobile for City business, with their department head's approval, shall receive mileage compensation equal to that allowed by the Internal Revenue Service. City business does not include transportation to and from work or call backs due to emergencies, except that employees whose regular work station is at the White Slough Water Pollution Control Facility shall receive mileage compensation, not to exceed 20 miles (each direction) if called back to the plant in an emergency situation. Allowance changes shall be effective the first day of the month following the determination of a change by the IRS. Chapter 2 - Leaves ARTICLE XVIII — CATASTROPHIC LEAVE 18.1 Catastrophic Leave will be provided as stated in the City's current Policy. The City will not eliminate this policy during the term of this MOU. Catastrophic Leave may be utilized for care of an employee's qualified family members (as identified in the City's Catastrophic Leave Policy) even if the employee participates in Short Term Disability. 18.2 Catastrophic Leave may be utilized (according to Policy) upon expiration of any use of Short Term Disability ARTICLE XIX — BEREAVEMENT LEAVE 19.1 Regular employees shall be granted 3 days of bereavement leave per incident to attend the funeral of a member of their immediate family, including the time the deceased may lie in state, the day of the funeral, and the time necessary to travel to and from the location of the funeral. The immediate family shall be limited to an employee's: 13 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20228 - 2025-2 Spouse/domestic partner Parent/step-parent/foster parent Parent -in-law Child/step-child Son or Daughter -in -Law Grandparent Grandparent -in-law Brother/half-brother/step-brother Grandchild Sister/half-sister/step-sister or a more distant relative who was a member of the employee's immediate household at the time of death. 19.2 A regular employee may use sick leave, vacation leave, or compensatory time off to attend the funeral of a person the employee may be reasonably deemed to owe respect. Use of sick leave may not exceed three (3) days. ARTICLE XX — HOLIDAYS 20.1 Members of this Unit shall observe the following nationally observed holidays: New Year's Day Martin Luther King, Jr. Day President's Day Memorial Day Juneteenth Independence Day Labor Day Thanksgiving Day Day after Thanksgiving Christmas Eve (4 hours) Christmas Day January 1 3rd Monday in January 3rd Monday in February Last Monday in May June 19 July 4 1" Monday in September 4th Thursday in November Friday following Thanksgiving Day December 24 December 25 Employees receive holiday pay if/when they work on the above City -recognized national holiday In addition, each employee shall be granted thirty-six (36) hours of holiday leave to be taken off at a time mutually agreed upon between the employee and the department head. Holiday leave cannot be carried over into the following calendar year. Employees hired after the first pay period of the year are credited with fixed holidays plus a prorated share of floating holidays for the remainder of the calendar year. Employees separating from employment shall be debited the fixed holidays and the prorated share of floating holidays for the remainder of the calendar year Holidays which fall on the first regularly scheduled day off shall be observed on the preceding work day. Holidays which fall on any other regularly scheduled day off shall be observed on the next regularly scheduled work day, with the exception that if the next regularly scheduled work day is also a holiday, the first holiday shall be observed on the preceding work day. 14 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 Employees in the Operator classifications listed below may elect to bank the fixed holidays that occur on their regularly scheduled da off in lieu of observing the holiday on the preceding workday or the next regularly scheduled workday as described in the above paragraph. The banked hours must be used by the end of the calendar year and will not rollover into the next calendar year, with the exception of the last four holida s of the calendar year (Thanksgiving, the da after Thanksiziving,Christmas Eve 4 hours), and Christmas Da these holida s ma be carried over to no later than March 31St of the next calendar year. Holiday hours not used within the described timeframes will be forfeited. Operator Classifications subiect to the immediately preceding paiAgraph: Water Plant Operator I/II/III: Wastewater Plant Operator I/II/III• and Wastewater Operations Supervisor only when assigned to shift work) 20.2 Holiday time shallmay be taken in no less than quarter hour increments. ARTICLE XXI — LEAVES OF ABSENCE 21.1 Leave of Absence will be provided as stated in the City's Leave of Absence Policy. The City will not eliminate this policy during the term of this MOU ARTICLE XXII — SICK LEAVE 22.1 Effective July 19, 2004, full time employees shall accumulate sick leave at the rate of 3.70 hours per pay period. 22.2 Sick leave may be accumulated up to an unlimited amount. 22.3 Family Sick Leave will be provided in accordance with the City's current Sick Leave Policy as revised in September 2010. ARTICLE XXIII -- VACATION LEAVE 23.1 Employees shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hrs per pay period 6th year: 4.62 hrs per pay period 12th year: 5.24 hrs per pay period 15th year: 6.16 hrs per pay period 21 st year: 6.47 hrs per pay period 22nd year: 6.78 hrs per pay period 23rd year: 7.09 hrs per pay period 24th year: 7.40 hrs per pay period 25th year & over: 7.71 hrs per pay period 23.2 If conflict arises in the scheduling of vacation of employees in the same classification, the conflict shall be resolved in favor of the employee with the greatest City seniority. The senior employee shall receive first choice in any scheduling period. 15 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 23.3 The maximum amount of unused vacation hours that an employee may accrue, at any given time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. Under extenuating circumstances, requests to accrue vacation leave over the maximum may be authorized by the City Manager. For all other issues regarding Vacation Leave refer to the City's Policy on Vacation Leave. 23.4 For all persons hired after September 1, 1995 the maximum vacation accrual rate will be 6.16 hours per pay period. Chapter 3 - Insurance and Retirement ARTICLE XXIV — MEDICAL INSURANCE 24.1 All employees are offered medical insurance for themselves and dependents through Ca1PERS-Medical Plans. Effective January 1, 20238, the City will contribute the following amounts toward the medical premium: Ste'_ $2,005.52 per month for family 899 $1,542.71 per month for employee +1 dependent $690.20 $771.35 per month for employee only The employee will pay one hundred percent (100%) of the difference between the City's contribution and the monthly premium for the plan elected. 24.2 If an employee waives medical insurance through the City of Lodi, the employee may at their option take the following in cash or deposited into their deferred compensation account (Cash in lieu): $692.81 per month for family $532.92 per month for employee + 1 dependent $305.22 per month for employee only In order to qualify for this provision, proof of group insurance must be provided to the City. 24.3 Effective January 1, 20230 and through December 31, 20252, the maximum amount the City will pay towards medical premiums will be increased by the lower of three percent (3%) or the actual cost increase (for the employee's applicable cap) for employees whose annual base salary is less than$47,000. 16 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 Percentage increases shall be based upon the amounts paid by City ($771.35$690.20 for Employee only, $1,542.71'r t ,�, 3" for Employee + 1 and $2,005.52$4;794:51 for Family). 23.4 Employees shall be eligible for medical insurance from the first day of the month following the date the employee becomes a full-time regular employee of the City of Lodi. 24.5 The City shall pay 100% of the premiums or up to the maximum City payment noted above for health and dental benefits for the unmarried surviving spouse and any minor children of any members of this unit who is killed or dies during the performance of official duties. This benefit terminates if the surviving spouse remarries, the children reach the age of 26, or other medical insurance becomes available. ARTICLE XXV — DENTAL INSURANCE 25.1 Employees re provided itilly-paid fiamily dental iinsufanve.—The City will pav the full cost for dental premiums for employee and eligible dependents. 25.2 N4aKimuni benefits aFe $1000 feF eaeb famRy inernbeF effelled in the def" plan pe ea endar- The annual maximum benefit is $1,250 for each family member enrolled in the dental plan per calendar year. There is a $25 deductible plus co-insurance features. 25.3 Effective January 1, 2023, the City shall provide orthodontia benefits, up to a lifetime cap of $1,250 for each person covered under the plan. ARTICLE XXVI — VISION INSURANCE 26.1 The City agrees to provide a vision care plan equivalent to the VSP Signature Plan with a $25 deductible for the employee and dependents. The entire premium shall be paid by the City. ARTICLE XXVII — CHIROPRACTIC INSURANCE 27.1 The City agrees to pay all costs of premiums for employees and dependents for a chiropractic plan equivalent to the Landmark chiropractic plan. ARTICLE XXVIII — LIFE INSURANCE 28.1 The City agrees to provide a life insurance program providing $25,000 term life insurance which includes $25,000 of Accidental Death and Dismemberment coverage for the employee. Said amount of insurance to reduce to $6,500 at age 70, and to decrease to $5,000 at age 75. In addition, a spouse, unmarried dependent children between the ages of 6 months and 21 years, unmarried student dependent children to 23`d birthday, and dependent handicapped children shall be covered for $1,500 insurance. Children under 6 months shall be provided with $150 life insurance. 28.2 The City will provide an additional $10,000 of Accidental Death and Dismemberment insurance for each member in the Maintenance & Operators Unit. 17 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 2025-2 ARTICLE XXIX — LONG TERM DISABILITY 29.1 A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66-2/3% to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences 60 days from the date of disability. Please refer to the City's Policy on Long Term Disability. 29.2 The maximum length of coverage is three years from date of disability. ARTICLE XXX — WORKER'S COMPENSATION 30.1 The City and AFSCME mutually agree that when an employee is compelled to be absent from work due to injuries or illness arising out of and in the course of his or her employment, the City shall pay full compensation to any represented employee who becomes eligible for benefits under Worker's Compensation laws for the period of the time between the injury and the first day of eligibility for benefits. With the determination that the injury or illness is compensable in accordance with Workers' Compensation benefit criteria, the employee, upon receiving said benefits paid by Workers' Compensation shall also receive compensation from the City in such an amount that when added to the Workers' Compensation payment shall equal his or her regular salary. The amount paid by the City shall, after the period from the date of injury and date of eligibility, be charged to the employee's sick leave account. The employee's regular deductions shall be made from the amount paid by the City. ARTICLE XXXI — FLEXIBLE SPENDING ACCOUNT 31.1 The City will maintain a pre-tax "flexible spending account" to conform to IRS regulations to be used for premium contributions, dependent care and/or un -reimbursable medical payments for unit members. Effective in plan year 20234-8, the Medical Flexible Spending Account (FSA) will includes a carryover provision which allows an active participant to automatically carryover up to the IRS limit ($550 for plan year 2023)to the new plan year. Carryover allowance may increase year to year depending, on IRS limit. However, amounts over $500 would be forfeited after the final filing date, if left unclaimed. ARTICLE XXXII — DEFERRED COMPENSATION PLAN 32.1 The City and AFSCME agree to the implementation of the following program effective July 1, 1977. 32.2 The City shall match contributions by Maintenance and Operators employees to a deferred compensation program up to a maximum 3.0% of the employee's gross salary. ARTICLE XXXIII — PERS 33.1 The City agrees to provide the following PERS retirement program and to pay the employers cost for employees deemed to be "classic" employees by PERS: a. PERS "2% at 55" full formula retirement benefits plus the following additional options: b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 50% benefit (Section 21298) 18 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20228 - 20252 c. Third level of 1959 Survivor Benefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefit before retirement. (Section 21382.4). d. Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. (Section 21263 and Section 21263.1 and Section 21263.3) e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. (Section 20862.8). f. Military Service Credit as Public Service (Section 21024). g. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h. 50% survivor continuation in the event of death after retirement. i. Employee shall pay employee share of retirement at 7% effective December 31, 2013. 33.2 The City agrees to provide the following PERS retirement program and to pay the employer's cost for employees deemed to be "new" employees by PERS under the Public Employee Pension Reform Act of 2013 (PEPRA): a. PERS "2% at 62" full formula retirement benefits plus the following additional options: b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 50% benefit. c. Third level of 1959 Survivor Benefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefit before retirement. d. Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. f. Military Service Credit as Public Service. g. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h. 50% survivor continuation in the event of death after retirement. 19 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 i. Employee shall pay employee share of retirement as calculated by PERS in its annual actuarial valuation. 33.3 Effective May 20, 2019, in accordance with California Government Code §20516 contract amendment process requirements, each employee in the unit shall pay three percent (3%) towards the employer's share of Ca1PERS normal pension cost (cost-sharing). Effective July 13, 2020, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of Ca1PERS normal pension cost (cost-sharing). Effective January 11, 2021, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of CalPERS normal pension cost (cost-sharing). Effective January 10, 2022, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of Ca1PERS normal pension cost (cost-sharing). ARTICLE XXXIV — SICK LEAVE CONVERSION 34.1 For all unused sick leave balance, a represented employee with ten years of employment with the City will receive medical coverage upon retirement (but not upon resignation or termination) using one of the following options: Option #1 — CONVERSION After ten years of employment with the City, 50% of the represented employee's unused sick leave shall be converted to months of medical insurance as adjusted herein. For each year that an employee has been employed by the City in excess of ten years, the employee shall be entitled to add 2 '/Z% to the 50% before converting the unused sick leave to months of insurance. EXAMPLE: ROBERT SMITH RETIRES WITH 20 YEARS OF SERVICE AND 1800 HOURS OF UNUSED SICK LEAVE. 1800 = 8 X 75% - 12 = 14.06 YEARS OF COVERAGE The amount of the premium paid shall be the same as the premium paid by the City at the time of retirement subject to the cap shown in Article XXIV. Any differences created by an increase in premiums must be paid for by the employee. In the event the retiree dies the surviving dependent(s) may purchase medical insurance for the same period as if the employee had not died. Option #2 — BANK 50% of the dollar value of sick leave will be placed into a bank to be used for medical insurance premiums for the employee and dependent(s). For each year that an employee has been employed in excess of 10 years, 2 '/z % will be added to the 50% before valuing the size of the bank. Each hour of sick leave is valued at $20.00. EXAMPLE: ROBERT SMITH RETIRES WITH 20 YEARS OF SERVICE AND 1800 HOURS OF UNUSED SICK LEAVE (MULTIPLICATION FACTOR - $20.00). 20 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 1800 x 75% x $20.00 = $27,000.00 This amount will be reduced each month by the current premium for the employee and dependent(s) until the balance is gone. In the event the retiree dies the remaining bank will be reduced by 50% and the surviving dependent(s) may use the bank until the balance is gone. Option #3 — PERS CREDIT 34.2 Per California Government Code, employees may receive credit for unused sick leave. It is agreed that eight (8) hours equals one (1) day for purposes of determining days creditable. 34.3 Employees hired after July 1, 1995 will not have the option of converting sick leave time into medical insurance premiums or cash as referenced in options 1 and 2. The only option available to these employees is Option #3, PERS credit. 34.5 Option #3 is available to all represented employees meeting PERS eligibility requirements. 34.6 If an employee opts to utilize the provisions of Option #1, or Option #2, the City will report to PERS they have zero hours of unused sick leave. Chapter 4. Union/City Issues ARTICLE XXXV — UNION LEAVE 35.1 Whenever any employee is absent from work as a result of a formal request by the AFSCME to send an employee to be involved in union business, the City shall pay for all regular time lost and shall be reimbursed therefore by the AFSCME at the rate of one hundred and fifty percent (150%) of the employee's regular wage rate. 35.2 The City agrees to provide storage space to AFSCME for union materials. ARTICLE XXXVI — DEMOTION AND LAYOFF 36.1 The classification of Maintenance Worker in the Parks, Recreation and Cultural Services or Public Works Department will be "Y" rated if an employee is involuntarily transferred or demoted between departments as a result of a reduction in workforce. 36.2 Bargaining unit has the ability to appeal a layoff decision made by Human Resources to the City Manager. ARTICLE XXXVII -- CHANGES IN MEMORANDUM 37.1 The parties agree to reopen this Memorandum and to renew meeting and conferring on the subjects set forth herein during the term of this Memorandum only in the event that any provision of this MOU is modified by statue, applicable regulation or by order of Court in 21 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20228 - 20252 such a way as to affect either the employees or the City. In such event, all remaining provisions of the MOU shall continue in full force and effect unless and until they are also modified by statue, applicable regulation, order of Court, or agreement of the parties. ARTICLE XXXVIII — CITY RIGHTS 38.1 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; to set standards of service. • Determine the procedure and standards of selection for employment; to direct its employees. ■ Maintain the efficiency of governmental operations. • Determine the methods, means and personnel by which government operations are to be conducted. • Take all necessary actions to carry out its mission in emergencies. • Exercise complete control and discretion in the technology of performing its work. • City rights also include the right to determine the procedures and standards of selection for promotion, to relieve employees from duty because of lack of work or other legitimate reasons, to take disciplinary action, and to determine the content of job classifications; provided, however, that the exercise by the City of the rights in this section does not preclude employees or their recognized employee organizations from filing grievances regarding the practical consequences that decisions on such matters may have on wages, hours or other terms and conditions of employment. ARTICLE XXXIX — EMPLOYEE REPRESENTATION 39.1 This Memorandum of Understanding (hereinafter referred to as "MOU") is entered into between representatives of the City of Lodi (hereinafter referred to as "City") and representatives of the Lodi Chapter of the American Federation of State, County and Municipal Employees (hereinafter referred to as "AFSCME"), for the Maintenance and Operators Unit. The parties to this MOU acknowledge and agree that this MOU constitutes the results of meeting and conferring in good faith as contemplated by Sections 3500 et seq. of the Government Code of the State of California, and further acknowledge and agree that all matters upon which the parties reach agreement are set forth in this MOU. Except as specifically modified by this MOU, all existing benefits currently being furnished to employees and all existing terms and conditions of employment are to continue in effect unless and until the parties meet and confer regarding a change in such existing benefits, terms or conditions of employment. The terms and conditions of this MOU are applicable to all regular and probationary employees represented by AFSCME in Exhibit A. 22 MOLL —CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 2025-2 39.2 The City shall grant dues deduction to City employees who are members of AFSCME in accordance with the terms and conditions set forth in City of Lodi Resolution 2011-51. 39.3 UNION SECURITY, MEMBERSHIP AND DUES CHECK OFF a. Union Membership — All employees covered by this Agreement shall have the opportunity to be a member of AFSCME. The CITY will inform all new hires and employees promoting into the bargaining unit of the existence of this Collective Bargaining Agreement. A UNION Officer, or designee, will be notified within 10 business days and afforded time to meet with any employee entering the bargaining unit in order to conduct a UNION Orientation Meeting. b. Membership status shall remain in effect per the terms set forth in the AFSCME Membership Application. Only AFSCME members are afforded exclusive UNION membership rights. c. The CITY shall provide the UNION, on a monthly basis, the name, home address and department, division or work unit of employees entering or leaving a job classification covered by this Agreement. Employees leaving or reentering employment from Military Leave will be noted. d. Dues Check Off — On a bi-weekly basis the CITY agrees to deduct from the pay of each member of the UNION covered by this Agreement, who authorized such deductions in writing, all dues or fees levied by the UNION. The CITY shall provide the UNION 5 business days prior to the end of the pay period an alphabetical list of employees belonging to the UNION. The list shall contain the amount of payroll deduction for each employee listed. The CITY agrees to remit to the UNION on a bi- weekly basis the aggregate amount of deductions shown on the list furnished by the UNION. A copy of the Check Off Authorization Form signed by each employee shall be submitted by the UNION to the CITY. e. Payroll deductions shall be limited to the following choices: • Union Membership Dues • AFSCME Voluntary Political Action Check Off (PEOPLE) f. The Union will comply with its legal obligation regarding the administration of this section. Hold Harmless — The UNION agrees to hold harmless and to indemnify the CITY for any and all costs or legal action, which may be caused, or result from the CITY'S compliance with this Article. 39.4 The City shall allow AFSCME access to city meeting facilities at no cost to AFSCME subject to the operating needs of the City. Requests for such use shall be made in advance to the appropriate department head managing the facility or designee and shall include the 23 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 date, location, time and general purpose of such meeting. The City may establish reasonable regulations governing the use of such facilities. 39.5 No City employee or applicant for employment shall be discriminated against in any aspect of employment because of race, national origin, ancestry, color, religious or political opinions or affiliations, union affiliation, age, sex or disability. 39.6 The City and AFSCME agree and understand that if any section of the MOU in any way conflicts with the terms and conditions of employment stated in other authorities, such as the personnel rules, administrative policy and procedure manual, city resolutions, or city ordinances, any ambiguity will be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document is controlling. ARTICLE XL — GRIEVANCE PROCEDURE 40.1 This grievance procedure shall be used to process and resolve disputes regarding the interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretations and clarification executed by AFSCME and the City. The intent of this procedure is to resolve grievances informally at the lowest possible level and to provide an orderly procedure for reviewing and resolving grievances promptly. A grievance is a good faith complaint of one or a group of employees or a dispute between the City and AFSCME involving the interpretation, application, or enforcement of the express terms of the MOU and other terms and conditions of employment and matters of discipline which includes demotion, suspension or discharge. As used in this procedure, the term "party" means an employee, AFSCME, the City or the authorized representative of any party. The employee is entitled to representation through all steps in the grievance procedure. 40.2 Disputes involving the following subjects shall be determined by the Grievance Procedures established herein: a. Interpretation or application of any of the terms of this agreement, including Exhibits thereto, Letters of Agreement, and/or formal interpretations and clarifications executed by AFSCME and the City. b. Discharge, demotion, suspension or discipline i.e., pay reduction of an individual employee. Enipleyees Depe&Et?iem Dir-estoF or designee is- Awil xrrsi--v'r'n"ding and not subject to hirthe c. Disputes as to whether a matter is proper subject for the Grievance Procedure. F MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 2025-2 d. Disputes which may be of a "class action" nature filed on behalf of AFSCME or the City. Class action grievances shall be in writing from AFSCME to the City Manager or vice versa. d e.Em to ees shall have the right to grieve letters of reprimand through the chain of command up to the City Manager or designee. The decision of the DevaFtment QiFee4of City Manager or designee is final and binding and not subject to further grievance. 40.3 STEP ONE: Discussion between the employee and/or the employee's representative, and the division head or designated supervisor directly involved, who shall answer within fifteen (15) work days. This step shall be taken within thirty (30) work days of the date of the action complained of, or the date the grievant became aware of the incident which is the basis of the Grievance. 40.4 STEP TWO: If a grievance has not been resolved in initial step, a written statement signed by the Grievant shall be presented to the department head which shall include the action being grieved and the desired remedy. A discussion shall then take place between the employee, his or her representative, and the department head,who shall answer in writing within fifteen (15) work days. This Step shall be taken within fifteen (15) work days from the date of the answer in Step One. 40.5 STEP THREE: If a grievance is not resolved in Step Two, Step Three shall be the presentation of the Grievance, in writing, by the employee or his/her representative to the City Manager, who shall answer in writing within fifteen (15) work days of receipt of the Grievance. This Step shall be initiated within fifteen (15) work days of the date of the answer in Step Two. 40.6 STEP FOUR: If a grievance is not resolved by the City Manager, arbitration shall be the final level of appeal for the grievances and discipline. It is agreed by both parties that the decision of the arbitrator is binding and final on both parties and that if this procedure is utilized all other avenues of appeal are waived. If arbitration is chosen the City must be notified within fifteen (15) work days of the City Manager's decision. Within ten (10) working days after the request for arbitration is received by the City or at a date mutually agreed to by the parties, the parties shall meet to select an impartial arbitrator. If no agreement is reached at this meeting, the parties shall immediately and jointly request the State Conciliation and Mediation Service to submit to them a panel of five (5) arbitrators from which the City and AFSCME shall alternately strike names until one (1) name remains; this person shall be the arbitrator. If the State Conciliation and Mediation Service cannot provide a list of five (5) arbitrators, the same request shall be made of the American Arbitration Association. To ensure that the arbitration process is as brief and economical as possible, the following guidelines shall be adhered to: 25 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20228 - 2025-2 a. An arbitrator may, upon mutual consent of the parties, issue a decision, opinion or award orally upon submission of the arbitration. b. Both parties and the arbitrator may tape record the hearing. c. There shall be no official transcript required; however, either party may utilize a court reporter at its own sole expense. The cost of a court reporter required by an arbitrator shall be shared equally by the parties. d. The parties may agree to prepare a joint letter submitting the issue in dispute. The letter shall present the matter on which arbitration is sought and shall outline the MOU provisions governing the arbitration. It may contain mutually agreed on stipulations of fact and it may be accompanied by any documents that the parties mutually agree shall be submitted to the arbitrator in advance of the hearing which may not necessarily be stipulations of fact. Further, if the parties mutually agree, the entire matter may be submitted to arbitration for review without a hearing. Absent agreement to prepare a joint letter, the parties may submit separate letters. e. The strict rules of evidence are not applicable and the hearing shall be informal. f. The parties have the right to present and cross examine witnesses, issue opening and closing statements, and file written closing briefs. Testimony shall be under oath or affirmation. g. The arbitrator may exclude testimony or evidence which he/she determines irrelevant or unduly repetitious. h. Attendance at a hearing shall be limited to those determined by the arbitrator to have a direct connection with the appeal. Witnesses normally would be present at the hearing only while testifying and should be permitted to testify only in the presence of the employee or his/her representative and the employer's representative. i. The arbitration hearing will be held on the employer's premises. j. The cost of arbitration shall be borne equally by the parties. However, the cost, if any, of cancellation or postponement shall be the financial responsibility of the party requesting such delay unless mutually agreed by the parties. The decision, opinion, or award shall be based on the record developed by the parties before and during the hearing. The decision will be in writing and shall contain the crucial reasons supporting the decision and award. The arbitrator has no power to add to, subtract from, or modify the terms of the MOU or the written ordinances, resolutions, rules, regulations and procedures of the City, nor shall he/she impose any limitations or obligations not specifically provided for under NEO MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 the terms of the MOU. The arbitrator shall be without power or authority to make any decision that requires the City or management to do an act prohibited by law. The arbitrator has no power to add to a disciplinary action. 40.7 Failure by either party to meet any of the aforementioned time limits as set forth in Section 36.3, 36.4, 36.5, or 36.6 shall result in forfeiture by the failing party. Except, however, that the aforementioned time limits may be extended by mutual agreement. Grievances settled by forfeiture shall not bind either party to an interpretation of this MOU, nor shall such settlements be cited by either party as evidence in the settlement of subsequent grievances. 40.8 Employees may have documents (other than performance reports) relating to absenteeism and disciplinary actions removed from their personnel files if the incident prompting the action took place twenty-four (24) months or more previous and no incident of a similar nature has occurred in the interim. 40.9 An employee may represent himself/herself at any step of the Grievance Procedure up to Step 3. 40.10 Only AFSCME may appeal a grievance to arbitration. ARTICLE XLI — MUTUAL CONSENT CONTINGENCY 41.1 This MOU may be amended any time during its life upon the mutual consent of the City and AFSCME. Such amendment must be in writing and attached to all executed copies of this MOU. ARTICLE XLII — NO STRIKES 42.1 The represented employees agree that they shall not strike, withhold services, engage in "slow downs" or "sick -ins", or participate in any other concerted activity which adversely affects job performance or City services during the term of this MOU. ARTICLE XLIII — PROBATIONARY PERIOD 43.1 All appointments to positions in the classified service shall be subject to a probationary period of 12 continuous months of service. The probationary period shall be regarded as an integral part of the examination process and shall be used to closely observe the employee's work for securing the most effective adjustment of an employee to his or her new duties, assignments and responsibilities in his or her new position and for rejecting any probationary employee whose performance does not meet required work standards. If the service of the employee is deemed to be unsatisfactory, the employee shall be notified that he or she has not satisfactorily completed probation. 43.2 During the probationary period, all new hires shall have all the rights and privileges afforded to other employees, except: a. Vacation Leave — See Article XXIII for vacation schedule. 27 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 b. The use of the Grievance Procedure to grieve termination. The City and the employee may mutually agree to extend the probationary period in increments up to 6 months. The total extended probationary period shall not exceed twelve (12) months. AFSCME must be notified of all extensions by Human Resources. 43.3 In the event an employee is promoted and is rejected by the appropriate department head, he or she shall be reinstated to the position which he or she was promoted. The seniority and status of a rejected candidate shall continue as before. ARTICLE XLIV — PROMOTION 44.1 The City and AFSCME mutually agree it is good personnel practice to make every effort to promote from within, consistent with the best interest of the City. ARTICLE XLV — SENIORITY 45.1 Seniority is defined as the total length of continuous service with the City. Continuity of service shall not be broken and seniority shall accrue when an employee is: a. inducted, enlists, or is called to active duty in the Armed Forces of the United States or service in the Merchant Marine under any Act of Congress which provides that the employee is entitled to re-employment rights, b. on duty with the National Guard, C. is absent due to industrial injury, d. on leave of absence, or e. absent due to layoff for a period of less than twelve (12) consecutive months. ARTICLE XLVI — SHOP STEWARDS 46.1 The AFSCME agrees to notify the City in writing as to the appointment of all shop stewards. Shop stewards shall be required to work full time in their respective classifications and shall not interrupt the work of other employees. A steward may, with reasonable notice and the approval of his or her supervisor, leave the job during working hours for reasonable period to investigate pending grievances and to take part in the Grievance Procedure. However, no steward shall leave the job while his or her presence is necessary in the judgment of his or her supervisor for the safe conduct and efficiency of the operations in which he or she is engaged. ARTICLE XLVII — STATUS 47.1 Employees shall be designated as regular or probationary. a. A regular employee is defined as an employee who has twelve (12) months or more service with the City in full time employment, except as provided for in the Rules for Personnel Administration Article X (Probationary Period). 28 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS iUNIT 20220 - 20252 b. A probationary employee is defined as an employee hired for a full time position that has been regularly established as an authorized position and is of indeterminate duration. A probationary employee shall receive not less than the minimum rate for the job and shall be eligible for sick leave pay, vacation pay, holiday pay, retirement plan participation, insurance coverage and items of a similar nature, as he or she becomes eligible, but shall not be given preferential consideration for promotion or transfer or be eligible for a leave of absence. Upon completion of twelve months of continuous full time service with the City, and satisfactory performance, a probationary employee shall be given the status of a regular employee. ARTICLE XLVIII — TERM 48.1 The terms and conditions of this MOU shall continue in effect until such time as they are superseded by a signed agreement/MOU between the City of Lodi and AFSCME. The term of this MOU shall cover the period from January 1, 2020 to December 31, 2022. 29 MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20228 - 2025-2 CLASSIFICATION PLAN Maintenance & Operators Effective January 9, 2023 kil] EXHIBIT A MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 1 20220 - 20252 Certification Requirements and Incentive Chart NWnte—e Operator, and General Servi— General Senna Cla"adians: Putfc V"MWafer OmhiBWdoat I W"Tn—"Mt MMM I f31k' MwtMM- Mi Gbzmdoldarls el"It far Peal C Irdw Irsglednrs.n4 Water Sersccs Teani�rez C"I.ar CertgM- OperaDor Certiliales STstarlCatiaates Quafdied Applicalars Ce. 9C k-161 lab Q...ficntior;RSpe R10ic %yew aupedw I pal • wwLz mPeaw rl Myler $enim Te imw i Water Serri=Tdctnidm A Street wwwb ff Warkes clu"talams Cdlecta.6lairsterrarlce dna artiKales Jm CYssdlsripyhlt+e BLL OsaA Cl [P p l7F I:Ot OA Street Mointy Off Wexkel Im I Sem, ado S+a$40 $mw 536 ;40 .I,mt vmmw,, S :t V[MC [ $40 $40 S30 $40 4a I S Bm 2!i Street Street MaillteMlpx Ilow wIII - %r 5 WO 540 S40 $40 536 S40 Street Mainhee—Suaenisrx f., S :00 :10 S,40 530 :sG U 1 73 1 Cl I Cl I C3 I CA FxiRies Wwkerl Warman lal.stewalerf"merr.rateworkv O..ilIatico. 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COUNCIL 57 LOCAL 146 -AFL-CIO Jeremiah Miller, Chief Negotiator Date: Shawn Tallerico, Chapter President Date: Terri Lovell, Executive Vice President Date: Rodney Plamondon, Vice President Date: James Agnew, Treasurer Date: Thomas Gabriel, M&O Representative Date: Derrick Spagnola, M&O Representative Date: Kevin Kriser, GS Representative Date: Lance Earl, GS Representative Date: Denise Wiman, GS Representative Date: CITY OF LODI A MUNICIPAL CORPORATION Stephen Schwabauer, City Manager Date: Andrew Keys, Deputy City Manager Date: Adele Post, HR Manager Date: Approved As To Form: Janice D. Magdich, City Attorney el�' Attest: Olivia Nashed, City Clerk RESOLUTION NO. 2022-302 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE MEMORANDUM OF UNDERSTANDING WITH THE AFSCME — MAINTENANCE AND OPERATORS UNIT FOR THE PERIOD JANUARY 1, 2023 THROUGH DECEMBER 31, 2025 ------------------------------------------------------------------------ WHEREAS, representatives from the City and the AFSCME — Maintenance and Operators Unit have bargained in good faith and reached a tentative agreement on a successor MOU; and WHEREAS, it is recommended that Council approve revisions to the Memorandum of Understanding with AFSCME — Maintenance and Operators Unit to include the following: • Term: January 1, 2023 to 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. • Increase in annual boot allowance from $250 to $350. • Additional positions eligible for Bio Hazardous/Waste Incentive. • Addition of one fixed holiday in observance of Juneteenth. 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 AFSCME — Maintenance and Operators, effective January 1, 2023 through December 31, 2025. Date: December 7, 2022 ------------------------------------------------------------------------ ------------------------------------------------------------------------ I hereby certify that Resolution No. 2022-302 was passed and adopted by the Lodi City Council in a regular meeting held December 7, 2022, by the following vote: AYES: COUNCIL MEMBERS — Hothi, Khan, Kuehne, Nakanishi, and Mayor Chandler NOES'. COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None OLIVIA NASHED City Clerk 2022-302 MEMORANDUM OF UNDERSTANDING CITY OF LODI A.F.S.C.M.E. COUNCIL 57 LOCAL 146 -AFL-CIO MAINTENANCE & OPERATORS UNIT January 1, 20232 — December 31, 20252822 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 TABLE OF CONTENTS CHAPTER 1— SALARIES AND OTHER COMPENSATION Pau# Article I Salary 4 Article II Hours 4 Article III Compensatory Time 4 Article IV Overtime 5 Article V Meals 6 Article VI Temporary Upgrade 7 Article VII Shift Differential 7 Article VIII Standby Pay — Call -Out Pay 7 Article IX Tools and Uniform Allowance 8 Article X Safety/Safety Boot Provisions 10 Article XI Class A License 11 Article XII Education Incentives 11 Article XIII Bio Hazardous/Waste Incentive 12 Article XIV Bilingual Pay 12 Article XV Tuition Reimbursement 12 Article XVI Court Appearances 12 Article XVII Mileage Compensation 13 CHAPTER 2 — LEAVES Article XVIII Catastrophic Leave 13 Article XIX Bereavement Leave 13 Article XX Holidays 14 Article XXI Leaves of Absence 14 Article XXII Sick Leave 15 Article XXIII Vacation Leave 15 CHAPTER 3 — INSURANCE BENEFITS AND RETIREMENT Article XXIV Medical Insurance 16 Article XXV Dental Insurance 16 Article XXVI Vision Insurance 17 Article XXVII Chiropractic Insurance 17 Article XXVII I Life Insurance 17 Article XXIX Long Term Disability 17 Article XXX Workers' Compensation 17 Article XXXI Flexible Spending Account 18 Article XXXII Deferred Compensation Plan 18 Article XXXII I PERS 18 Article XXXIV Sick Leave Conversion 20 2 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 CHAPTER 4 -- UNION 1 CITY ISSUES Article XXXV Union Leave 21 Article XXXVI Demotion And Layoff 21 Article XXXVII Changes in Memorandum 21 Article XXXV III City Rights 22 Article XXXIX Employee Representation 22 Article XL Grievance Procedure 24 Article XLI Mutual Consent Contingency 27 Article XLII No Strikes 27 Article XLIII Probationary Period 27 Article XLIV Promotion 28 Article XLV Seniority 28 Article XLVI Shop Stewards 28 Article XLVII Status 28 Article XLVIII Term 29 Exhibit A — Salary Schedule effective February 10, 2020 Exhibit B — Certification Requirements and Incentive Chart MOU ITY OF LODI AND AFSCME MAINTENANCE AND OPERATOR i]NIT 20220 - 20252 Chapter I — Salaries and Other Compensation ARTICLE I — SALARY 1.1 iu-1�f''f�-i•Fist'--�'+r�'rFl}Hi'Y�--��•�-�laC'-��-'��'lEii�-fi'1£t1"i'E3�iL'�-:i—FflH��j'�i•i'4--f����v}: t:�-�e-twe-v�rtl�-Flee--tam-f�lil l?E►�+et.��.� �n� t .a 1. �t+��i3e-I-'•icy whefl-1 iii -rhe City shall provide wa a increases over the terns of the contract as follows: 6%effective Januilfy 1), 2023; 5% effective January 8, 2024Land 4% effective January 6. 2025. 1.2 For comparison purposes, the recognized survey cites are as follows: Chico Clovis Davis Fairfield Merced Manteca Modesto Redding Roseville Stockton Tracy Turlock Vacaville Visalia Woodland ARTICLE II — HOURS 2.1 Except as provided in subsequent sections, the normal hours of work for all represented personnel shall be eight (8) hours per day and forty (40) hours per week. Alternate work hours may be nine (9) hours a day in the 9/80 schedule for eighty (80) hours in a two week period, or ten (10) hours per day in the 4/10 schedule. The lunch period shall normally commence between the third and fifth work hour at the discretion of the supervisor. a. Wastewater/Water Plant Operators shall work shifts on a jointly agreed to rotating schedule with varying days off. This schedule shall be posted two weeks before the change of shift. b. Employees assigned to work "Relief Operator" duties shall receive compensation at a rate of 10% above their current base pay. The "Relief Operator" is one who works a normal day shift but is on call to assume a shift operators shift(s) for the duration of a vacancy, then return to regular hours. Street Sweeper Operators shall work a schedule which begins at 4:00 a.m. d. Alternate work schedules may be developed by mutual agreement between the employee and the appropriate supervisor. 2.2 Work schedules presently in effect shall remain in effect. Any proposed change in the work days or work hours shall be a meet and confer item. ARTICLE III—COMPENSATO11Y TIME 4 MOV --CITY OF LODI AND AI:SCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 3.1 Employees may accrue compensatory time in lieu of overtime pay. The accrual rate for compensatory time shall be at the appropriate rate of overtime worked. 3.2 The decision to elect compensatory time or overtime pay may be made each time overtime is worked. An employee's decision to elect compensatory time instead of overtime pay is irrevocable. 3.3 No more than two hundred (200) hours of compensatory time may be carried on the books at any time. Employee's may cash out any amount of the compensatory time at the employee's straight time hourly rate of pay each April, June, and October. A request to cash out leave must be in writing and submitted to the Finance Division. 3.4 Upon separation, the employee will be paid at the employee's current hourly rate of pay or the average of the last three years, whichever is higher, for the remaining compensatory balance. ARTICLE IV — OVERTIME 4.1 Overtime work, paid at the time and one-half rate (1%), is work performed by an employee outside his or her regular work hours, and includes: a. Time worked outside of regular hours of work on a work day unless notification has been made in accordance with Sections 2.1 and 2.2; and b. Time worked on a non -work day. Overtime work paid at the double time rate is work performed in excess of 12 hours between 12:00 a.m. and 12:00 a.m. on any given day, any work performed between the hours of 12:00 a.m. and 6:00 a.m., and any work performed on holidays. Hours worked on a holiday, as part of any employee's regular work schedule, shall be compensated at the appropriate overtime rate as provided plus the employee shall receive his or her regular straight time pay. Holiday, for overtime purposes, is defined within the Holiday section of this MOU 4.2 Employees who are required to report for prearranged work on their non -work days or holidays shall be compensated at the overtime rate for actual hours worked, but in no event shall they be paid for less than three (3) hours. 4.3 If an employee has worked for six (6) hours or more at the overtime rate during the sixteen (16) hour period immediately preceding the beginning of his or her regular work hours on a work day he or she shall be given a rest period of six (6) consecutive hours at the completion of the overtime work. Compensation for the six (6) hour rest period shall be allowed at the straight time rate for those hours within the rest period which overlap the normal working hours. MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 4.4 When, at the request of the Supervisor in charge, an employee reports for prearranged overtime: a. On work day outside of his or her regular work hours, he or she shall be paid overtime compensation for actual worked time in connection therewith, provided however, that if any such employee continues to work into or beyond his or her regular work hours, he or she shall be paid overtime compensation only for actual work time up to his or her regular work hours. b. On non work days or on holidays, he or she shall be paid overtime compensation for actual work time in connection therewith. For the purpose of this Section, prearranged overtime work is deemed to be work for which advance notice has been given by the end of his or her preceding work period on a work day. ARTICLE V - MEALS 5.1 The City and AFSCME mutually agree to engage in further discussion to incorporate clarifying language for Article V — Meals. 5.2 If the City requires an employee to perform work for one and one-half (1 1/2) hours immediately following quitting time, or if any employee is called in more than two (2) hours immediately before regular starting time, the City shall provide such employee with a $25 meal allowance, payable through payroll. If an employee works beyond the regular quitting time, the City shall continue to provide meals at four (4) hour intervals until the employee is dismissed from work. The cost of such meals and the time taken to consume them shall be at the City's expense. 5.3 When the City requires employees to work on non -work days, the City shall provide a meal allowance at intervals of four (4) hours. The first meal shall be four (4) hours after employees report to work, providing time is allowed for an employee to eat before reporting. If such time is not allowed, the first meal break shall be two (2) hours after reporting for work and at the four (4) hour intervals thereafter. 5.4 When an employee is required to perform prearranged work on non -work days during regular work hours, he or she shall observe the lunch arrangement which prevails on his or her work days. If such work continues after regular work hours, the City shall provide the employee with a meal allowance in accordance with other provisions of this MOU. 5.5 If the City requires an employee to perform prearranged work starting two (2) hours or more before regular work hours on work days or non -work days, and such employee continues to work into regular hours, the employee shall provide for one meal allowance on the job and the City shall provide other meal allowances as required by the duration of the work period. The meal allowances provided for in this Section shall be eaten at approximately the usual times and the usual practice relating to lunch periods on work days shall prevail. The usual times therefore shall be 7:00 a.m. — 12:00 p.m. and noon — 6:30 p.m. IN MO — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UN I 20220 - 20252 ARTICLE VI—TEMPORARY UPGRADE 6.1 Any employee who is assigned by the Department Head or designee to a higher classification in the absence of the incumbent, for four (4) hours, 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. AR'T'ICLE VII — SHIFT DIFFERENTIAL 7.1 An Operations Premium of 3% will be applied to Wastewater Treatment Plant Operators for all hours worked during swing shifts. Swing shifts are those daily work periods regularly scheduled to begin from 12:00 p.m. to 10:00 p.m. Shift assignments shall be made by the City at its sole discretion consistent with this MOU. ARTICLE VllI -- STANDBY PAY — CALL -OUT PAY 8.1 STANDBY: All employees in the Maintenance and Operators Bargaining Unit shall be eligible for standby pay as noted below: A. Standby Ilay: All employees in the Maintenance and Operators Bargaining Unit, except Waste Water Plant Operators and Water Plant Operators, shall receive compensation at straight time pay when said employees are in standby status as shown below. On work days 3 hours On non -work days 4 hours On observed holidays 8 hours B. Standby Pay: All Wastewater Plant Operators and Water Plant Operators shall receive compensation at straight time pay when said employees are in standby status, as shown below. On work days 3 hours On non -work days 4 hours On observed holidays 8 hours 8.2 CALL -OUT: All employees in the Maintenance and Operators Bargaining Unit shall be paid call -out pay as follows: A. In addition to the "Standby Duty Pay" (above) the employees on standby shall be paid at the rate of one and one half times the straight time rate of pay for time worked on emergency calls before 12:00 a.m. Time worked between 12:00 a.m. and 6:00 a.m., or in excess of twelve (12) consecutive hours between 12:00 a.m. and 12:00 a.m. on any given day, shall be paid at double time. B. The first call -out will be paid at three (3) hours minimum at the appropriate overtime rate as defined in Article 8.2 (A) of this Agreement. Subsequent calls on 7 MOU — QrrY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 the same calendar day will be paid for actual time worked at the appropriate overtime rate as defined in Article 8.2(A) of this Agreement. C. All subsequent hours worked on a call -out shall be paid at the appropriate overtime rate per Article 8.2(A) of this Agreement. 8.3 Compensation paid to employees called out in emergency situations outside their regular work hours shall be a minimum of three (3) hours pay at the overtime rate. Additional call outs during that day shall be compensated at the overtime rate for actual hours worked with a one (1) hour minimum. Only one call out between the hours of 12:00 a.m. and 12:00 a.m. shall be compensated at the minimum three (3) hour period. Phone calls lasting less than ten (10) minutes, text messages and/or emails that do not require substantive work would be paid one (1) hour at the appropriate overtime rate. Calls more than ten (10) minutes, text messages and/or emails that require substantive work would receive the standard three (3) hour callback at the appropriate overtime rate. ARTICLE IX — TOOLS AND UNIFORM ALLOWANCE 9.1 Uniforms provided by the City shall include a jacket, pants and shirts. Jackets shall be replaced as needed. Uniform service, including rental and cleaning of one uniform (shirts & pants) per work day, will be provided to the following Maintenance and Operators classifications: Environmental Compliance Insp. Facilities Maintenance Worker Facilities Supervisor Fleet Services Supervisor Heavy Equipment Mechanic Maintenance Worker I & II Park Maintenance Worker I /II/III Park Supervisor Chief Wastewater Plant Operator Service Writer Parts Clerk Plant & Equipment Mechanic Street Maintenance Worker MI/III Street Supervisor Sr. Facilities Maintenance Worker Sr. Storekeeper W/WWMaintenanceWorker I/II/III W/WW Supervisor W/WW Plant Operator I/II/III Water Plant Operator 1/II/III Welder -Mechanic Building Services Supervisor 9.2 Coveralls, but no more than 3, are provided per calendar year to the following Maintenance and Operators classifications: Chief Wastewater Plant Operator Plant and Equipment Mechanic Wastewater Plant Operator I, II, III Environmental Compliance Inspector Sr. Plant and Equipment Mechanic Water Plant Operators I/II/III Maintenance Workers I/II assigned to White Slough 9.3 Smocks, but no more than 3, are provided per calen(lar. year to Laboratory Technician I/II classifications. MOU — CITY Ur• LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 9.4 The City agrees to provide prescription safety glasses up to a maximum cost of $500 per pair as required. A maximum of two pair of prescription safety glasses will be provided by the City during employment except as indicated in 9.6 and 9.7 below. 9.5 The employee shall pay directly to the optometrist any fees for prescription examination or related charges if needed. The employee shall submit receipts for the prescription safety frames and lenses to the City for reimbursement. 9.6 Prior to issuance of a replacement pair of prescription safety glasses for payment by the City, the employee shall discuss with and receive approval from the immediate supervisor and department head. The criteria for issuance of a replacement pair of safety glasses are as follows: If safety glasses are damaged due to an accident on the job, the safety glasses will be replaced and paid for by the City. 2. If safety glasses are lost or damaged off the job, the employee will pay the total amount for replacement. 3. If an employee requires a change of prescription for safety glasses, the employee must submit a written statement from the eye doctor stating that the prescription change is necessary. 4. If safety glasses are unsafe due to normal wear and tear, the City shall approve a replacement pair as specified above. 9.7 The following conditions on the part of any applicable employee shall be grounds for the cost of the employee's issued safety glasses to be deducted from the employee's payroll check after a determination of cost has been made by the City. 1. Where the city would be required to replace issued safety glasses due to abuse by the employee. 2. Failure on the part of an applicable employee to wear or utilize safety glasses unless agreed to in writing. 3. Failure on the part of an applicable employee to return issued safety glasses, regardless of condition, upon separation from City service. 9.8 Uniforms and safety equipment damaged in the line of duty shall be replaced or repaired by the City. 9.9 Employees who are not required to wear a uniform, whose personal clothing is damaged in the line of duty, may request to have the item replaced or repaired at the City's expense. 9 MOOT — Q1W OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20229 - 20252 a. Requests shall be submitted to the Department Director and shall be accompanied by an explanation of the event(s) that led to the damage. b. The City shall have the sole discretion to approve or deny the request and its denial shall not be grievable. C. Repair costs shall not exceed ordinary costs and shall be limited to the repair identified in the employee's claim. d. Items replaced shall be of similar, or the same quality as the item being replaced. The City may require the employee to forfeit the damaged item for inspection. e. All requests for reimbursement shall be accompanied by receipts. 9.10 Employees whose prescription glasses are damaged in the line of duty shall be entitled to reimbursement for the cost of replacing or repairing the glasses. a. Requests shall be submitted to the Department Director and shall be accompanied by an explanation of the event(s) that led to the damage. b. Glasses replaced shall be of an equal or similar quality to the glasses that were damaged. C. Any insurance benefit paid to the employee or paid by the insurance provider toward the replacement/repair costs shall result in a reduction to the amount reimbursed to the employee by the amount paid by the insurance provider. Example: Cost of Eyewear/Repair $150 Insurance Pays $100 Reimbursed to employee $ 50 ARTICLE X — SAFETYISAFETY BOOT PROVISIONS 10.1 The City retains the right to set and maintain safety standards in the work place. Failure to adhere to safe work practices will be grounds for the City to take appropriate steps to ensure compliance. 10.2 The City agrees to provide an annual boot allowance of $350 X58, paid semi-annually as part of the last biweekly payroll in the months of April and October of each year, for all classifications in this unit. 10.3 Safety boots are defined as leather work boots with a minimum of 4" ankle support. Employees have the option of purchasing these boots with or without steel toes. 10 M_U- CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 10.4 The City reserves the right to determine if a boot is appropriate to the job class, work hazards, and work conditions. 10.5 Laboratory Technicians shall be eligible to receive the safety shoe/boot allowance to purchase water resistant shoes. ARTICLE KI - CLASS A LICENSE 11.1 Those employees required to have a Class "A" commercial driver's license as part of their employment will be given $600 per year, to be paid in October of each year. ARTICLE X1I - EDUCATION INCENTIVES 12.1 The City shall make available incentive pay as shown in Exhibit C. A $40.00 per month incentive shall be paid for each grade at or above the minimum grades shown. An employee can earn education incentive pay to a combined maximum of $250 per month. (The certificate pays on Exhibit C chart are not included in this cap) 12.2 The City agrees to pay all fees charged in obtaining any license, mandatory or voluntary certification, or recertification required in the course of his or her employment upon successfully passing the test procedures. 12.3 The City agrees to pay $20 per month to two (2) Wastewater Plant Operators, two (2) Surface Water Plant Operators, and two (2) Plant and Equipment Mechanics for the possession of a Qualified Applicators Certificate. In the event of the separation of one of the two Wastewater or Surface Water Plant Operators or Plant and Equipment Mechanics, the remaining employee in each classification shall receive $40 per month. 12.4 Equipment Maintenance personnel shall be eligible for an incentive pay plan as outlined in Exhibit C. 12.5 Equipment Mechanics are eligible to receive incentive pay of either $25 or $50 per month for possession of Automotive Service Excellence Technician Certificates on the following basis: a. Only courses listed in Exhibit C will qualify towards this incentive. b. Employees will not be paid for both certificates in cases where one is a prerequisite of the other. For example, ASE certifications A-6, A-8 and L-1 are required by BAR in order to obtain a smog certificate. An employee having a BAR smog certificate will receive $50 for the smog certificate and the three ASE certificates will not be counted toward the ASE certification incentives. c. Employees will receive a total of $25 per month for possession of a minimum of three (3) certificates. d. Employees will receive a total of $50 per month for possession of a minimum of eight (8) certificates. 11 —CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT —_ 20220 - 20252 ARTICLE XM -- BIO HAZARDOUSIWASTE INCENTIVE 13.1 Employees in the following classifications who are assigned to clean up bio hazardous materials will receive $100 per month, paid bi-weekly: Building Services Supervisor Facilities Maintenance Worker Senior Facilities Maintenance Worker Facilities Supervisor Plant and Equipment Maintenancefthmie Technician Parks Maintenance Worker I/II/III Parks Supervisor Maintenance Worker II Street Maintenance Worker I/II/III Street Supervisor Water/Wastewater Maintenance Worker I/II/1II Water/Wastewater Supervisor Wastewater Plant ❑ orator I/II/III Wastewater Operations Su ervisor Laboratory Technician I/II Laboratory Supervisor Environmental Compliance Inspector 13.2 All bargaining unit members who receive this incentive shall complete appropriate Bio Hazard training offered by the City. ARTICLE XIV - BILINGUAL PAY 14.1 Employees designated by the Department Head and approved by the City Manager who have passed a bilingual proficiency examination administered by the City shall receive a monthly bilingual supplement of $150, paid bi-weekly. The City Manager has the discretion in determining the languages that will be recognized. ARTICLE XV -TUITION REIMBURSEMENT 15.1 Tuition Reimbursement will be provided as stated in the City's current Tuition Reimbursement Policy. The City will not reduce the maximum reimbursement amount of $3,000 or eliminate this policy during the term of this MOU. ARTICLE XVI - COURT APPEARANCES 16.1 Employees summoned by a court for jury duty shall be granted jury duty leave with pay and may keep any jury duty compensation received. Voluntary grand jury service such as that service in San Joaquin County is not covered by jury duty leave. 16.2 If jury duty attendance is less than one-half (1/2) of a normal working day, the employee is expected to return to work. 12 MOU CITY OP LQl]I AND AFSCME MAINTENANCE AND OPERATORS 11NIT 20220 - 20252 16.3 If an employee has had jury duty of six (6) hours or more during a 16 -hour period immediately preceding the beginning of or following the end of his or her regular work hours on a work day, he/she shall be given a rest period of six (6) consecutive hours. 16.4 If an employee covered by this agreement is required by subpoena issued by an authority granted subpoena powers, to appear before it or to give a deposition as a result of an action taken within the scope of employment with the City that employee will receive his full pay while so doing with no loss of time if he/she is on regular duty. If the employee is not on duty the City agrees to compensate that employee at one and one half (1'/Z) times his regular pay for the time spent in any appearance as required by this Article. As a prerequisite for payment to off-duty employee, the Department Head must be notified in writing of the off duty appearance within seventy-two (72) hours after the employee is subpoenaed or otherwise notified of the required court appearance. AIJMCLE XVII —MILEAGE COMPENSATON 17.1 Employees using their personal automobile for City business, with their department head's approval, shall receive mileage compensation equal to that allowed by the Internal Revenue Service. City business does not include transportation to and from work or call backs due to emergencies, except that employees whose regular work station is at the White Slough Water Pollution Control Facility shall receive mileage compensation, not to exceed 20 miles (each direction) if called back to the plant in an emergency situation. Allowance changes shall be effective the first day of the month following the determination of a change by the IRS. Cha ter 2 - Leaves ARTICLE XVIII — CATASTROPHIC LEAVE 18.1 Catastrophic Leave will be provided as stated in the City's current Policy. The City will not eliminate this policy during the term of this MDU. Catastrophic Leave may be utilized for care of an employee's qualified family members (as identified in the City's Catastrophic Leave Policy) even if the employee participates in Short. Term Disability. 18.2 Catastrophic Leave may be utilized (according to Policy) upon expiration of any use of Short Term Disability ARTICLE XIX — BEREAVEMENT LEAVE 19.1 Regular employees shall be granted 3 days of bereavement leave per incident to attend the funeral of a member of their immediate family, including the time the deceased may lie in state, the day of the funeral, and the time necessary to travel to and from the location of the funeral. The immediate family shall be limited to an employee's: 13 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 2025-2 Spouse/domestic partner Parent/step-parent/foster parent Parent -in-law Child/step-child Son or Daughter -in -Law Grandparent Grandparent -in-law Brother/half-brother/step-brother Grandchild Sister/half-sister/step-sister or a more distant relative who was a member of the employee's immediate household at the time of death. 19.2 A regular employee may use sick leave, vacation leave, or compensatory time off to attend the funeral of a person the employee may be reasonably deemed to owe respect. Use of sick leave may not exceed three (3) days. ARTICLE XX — HOLIDAYS 20.1 Members of this Unit shall observe the following nationally observed holidays: New Year's Day Martin Luther King, Jr. Day President's Day Memorial Day Juneteenth Independence Day Labor Day Thanksgiving Day Day after Thanksgiving Christmas Eve (4 hours) Christmas Day January 1 311 Monday in January 3rd Monday in February Last Monday in May June 19 July 4 1st Monday in September 4th Thursday in November Friday following Thanksgiving Day December 24 December 25 Employees receive holiday pay if/when they work on the above City -recognized national holiday In addition, each employee shall be granted thirty-six (36) hours of holiday leave to be taken off at a time mutually agreed upon between the employee and the department head. Holiday leave cannot be carried over into the following calendar year. Employees hired after the first pay period of the year are credited with fixed holidays plus a prorated share of floating holidays for the remainder of the calendar year. Employees separating from employment shall be debited the fixed holidays and the prorated share of floating holidays for the remainder of the calendar year Holidays which fall on the first regularly scheduled day off shall be observed on the preceding work day. Holidays which fall on any other regularly scheduled day off shall be observed on the next regularly scheduled work day, with the exception that if the next regularly scheduled work day is also a holiday, the first holiday shall be observed on the preceding work day. 14 MOU -- CITY OV LODI AND AFSCME _ MAINTFNANCL AND OPERATORS UNIT 20220 - 20252 E`mployces in dic 013enitor classifications listed below inay elect to bank the fixed holidays that occur_nn their re ular scheduled day off in lieu or observing the holiday n the preceding` workday or the next r�iltirly scheduled workday as described ill the above paragraph. The banked hours must be used by the end of the calendar year and will not rollover into the next calendar year, with -the exception of the last four holidayaf the calendar Year ffhanksgiving, the day after Thanksgiving, Christmas Eve 4 hours and Christmas Da these holida s may be carried over to no later than March 3151 of the next calendar Year. ilclliday_hours not used within the described timeframes will be forfeited. Operator C lassificatlons stlhiect to [lie i minediate ly precedin ara ,i-aph: Water Plant Operator I/II/III: Wastewater Platil Operator I/II/III; and Wastewater ❑ erations Supervisor (only when assigned to shill work) 20.2 Holiday time shallmay be taken in no less than quarter hour increments. ARTICLE XXI — LEAVES OF ABSENCE 21.1 Leave of Absence will be provided as stated in the City's Leave of Absence Policy. The City will not eliminate this policy during the term of this MOU ARTICLE ZOM — SICK LEAVE 22.1 Effective July 19, 2004, full time employees shall accumulate sick leave at the rate of 3.70 hours per pay period. 22.2 Sick leave may be accumulated up to an unlimited amount. 22.3 Family Sick Leave will be provided in accordance with the City's current Sick Leave Policy as revised in September 2010. ARTICLE XXIII — VACATION LEAVE' 23.1 Employees shall receive the following vacation benefits: Beginning with: Date of Hire: 3.08 hrs per pay period 6th year: 4.62 hrs per pay period 12th year: 5.24 hrs per pay period 15th year: 6.16 hrs per pay period 21 st year: 6.47 hrs per pay period 22nd year: 6.78 hrs per pay period 23rd year: 7.09 hrs per pay period 24th year: 7.40 hrs per pay period 25th year & over: 7.71 hrs per pay period 23.2 If conflict arises in the scheduling of vacation of employees in the same classification, the conflict shall be resolved in favor of the employee with the greatest City seniority. The senior employee shall receive first choice in any scheduling period. 15 MOU - C1TY OF I.ODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 23.3 The maximum amount of unused vacation hours that an employee may accrue, at any given time is twice the employee's annual vacation entitlement. Whenever an employee's unused, accrued vacation has reached this maximum accrual amount, the employee shall stop accruing any additional vacation. Accrual will automatically resume once the employee uses some vacation and the accrual balance falls below the maximum accrual amount. Under extenuating circumstances, requests to accrue vacation leave over the maximum may be authorized by the City Manager. For all other issues regarding Vacation Leave refer to the City's Policy on Vacation Leave. 23.4 For all persons hired after September 1, 1995 the maximum vacation accrual rate will be 6.16 hours per pay period. Chapter 3 - Insurance and Retirement ARTICLE XXIV — MEDICAL INSURANCE 24.1 All employees are offered medical insurance for themselves and dependents through Ca1PERS-Medical Plans. Effective January 1, 202349, the City will contribute the following amounts toward the medical premium: $1;794-54- $2.005.52 per month for family $ 6389 3 $U-.542.7 1per month for employee +1 dependent W. 0 20 $771.35 per month for employee only The employee will pay one hundred percent (100%) of the difference between the City's contribution and the monthly premium for the plan elected. 24.2 If an employee waives medical insurance through the City of Lodi, the employee may at their option take the following in cash or deposited into their deferred compensation account (Cash in lieu): $692.81 per month for family $532.92 per month for employee + 1 dependent $305.22 per month for employee only In order to qualify for this provision, proof of group insurance must be provided to the City. 24.3 Effective January 1, 20230 and through December 31, 20252, the maximum amount the City will pay towards medical premiums will be increased by the lower of three percent (3%) or the actual cost increase (for the employee's applicable cap) for employees whose annual base salary is less than$47,000. IV MOU — CITY OF LODI AND AVSCME MAINTENANCE AND OPERA'FORS QN1 20220 - 20252 Percentage increases shall be based upon the amounts paid by City ($771.35 69��#] for Employee only, $1.542.711"(4-3-9 for Employee + 1 and $2,005.52$4—,794-.54 for Family). 23.4 Employees shall be eligible for medical insurance from the first day of the month following the date the employee becomes a full-time regular employee of the City of Lodi. 24.5 The City shall pay 100% of the premiums or up to the maximum City payment noted above for health and dental benefits for the unmarried surviving spouse and any minor children of any members of this unit who is killed or dies during the performance of official duties. This benefit terminates if the surviving spouse remarries, the children reach the age of 26, or other medical insurance becomes available. ARTICLE XXV — DENTAL INSURANCE 25.1 1'�Ieyees aj-e-prt,r Med ftdly���tic# c�mil y -d ��taa race. = i'lie City will the full cost for dental prcnaiunjs for employee and eli aid ble dependents. 25.2 ee,,).:.. uni he ,-W-e-&Wk] 4*r-ewrl+-R+ni.ily niein enFoii let! j.j ealeiiz.;; year. The annual madimint benefit is $1,250 for each family niena6er enrolled in the dental plaii per calendar year. There is a $25 deductible plus co-insurance features. 25.3 Effective Januar 1 2023 the Cit shall rovide orthodontia benefits. up to a lifetime cao of f $1,250 ror each person covered under the plaii, ARTICLE XXVI — VISION INSURANCE 26.1 The City agrees to provide a vision care plan equivalent to the VSP Signature Plan with a $25 deductible for the employee and dependents. The entire premium shall be paid by the City. ARTICLE XXVII — CFITROPRACTIC INSURANCE 27.1 The City agrees to pay all costs of premiums for employees and dependents for a chiropractic plan equivalent to the Landmark chiropractic plan. AR'T'ICLE XXVIII — LIFE INSURANCE 28.1 The City agrees to provide a life insurance program providing $25,000 term life insurance which includes $25,000 of Accidental Death and Dismemberment coverage for the employee. Said amount of insurance to reduce to $6,500 at age 70, and to decrease to $5,000 at age 75. In addition, a spouse, unmarried dependent children between the ages of 6 months and 21 years, unmarried student dependent children to 23`d birthday, and dependent handicapped children shall be covered for $1,500 insurance. Children under 6 months shall be provided with $150 life insurance. 28.2 The City will provide an additional $10,000 of Accidental Death and Dismemberment insurance for each member in the Maintenance & Operators Unit. 17 MOU --CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252- ARTICLE 0252 ARTICLE XXIX — LONG TERM DISABILITY 29.1 A long term disability program which, coordinated with other disability benefits, shall provide a benefit of 66-2/3% to a maximum of $10,000 per month of the employee's basic monthly earnings in the event of disability. This program commences 60 days from the date of disability. Please refer to the City's Policy on Long Term Disability. 29.2 The maximum length of coverage is three years from date of disability. ARTICLE XXX — WORKER'S COMPENSATION 30.1 The City and AFSCME mutually agree that when an employee is compelled to be absent from work due to injuries or illness arising out of and in the course of his or her employment, the City shall pay full compensation to any represented employee who becomes eligible for benefits under Worker's Compensation laws for the period of the time between the injury and the first day of eligibility for benefits. With the determination that the injury or illness is compensable in accordance with Workers' Compensation benefit criteria, the employee, upon receiving said benefits paid by Workers' Compensation shall also receive compensation from the City in such an amount that when added to the Workers' Compensation payment shall equal his or her regular salary. The amount paid by the City shall, after the period from the date of injury and date of eligibility, be charged to the employee's sick leave account. The employee's regular deductions shall be made from the amount paid by the City. ARTICLE XXXI — FLEXIBLE SPENDING AC99XNT 31.1 The City will maintain a pre-tax "flexible spending account" to conform to IRS regulations to be used for premium contributions, dependent care and/or un -reimbursable medical payments for unit members. Effective in plan year 2023, the Medical Flexible Spending Account (FSA) will includes a carryover provision which allows an active participant to automatically carryover up to the IRS l imit ($550 00 lo�year_ 2023to the new plan year. Carryover allowance tray .increaseyear to year doending on IRS limit. However, amounts over $500 would be forfeited after the final filing date, if left unclaimed. ARTICLE XXXII — DEFERRED COMPENSATION PLAN 32.1 The City and AFSCME agree to the implementation of the following program effective July 1, 1977. 32.2 The City shall match contributions by Maintenance and Operators employees to a deferred compensation program up to a maximum 3.0% of the employee's gross salary. ARTICLE XXXHI — PERS 33.1 The City agrees to provide the following PERS retirement program and to pay the employers cost for employees deemed to be "classic" employees by PERS: a. PERS "2% at 55" full formula retirement benefits plus the following additional options: b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 50% benefit (Section 21298) 18 MOU -- CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNFr 20220 - 20252 c. Third level of 1959 Survivor Benefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefit before retirement. (Section 21382.4). d. Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. (Section 21263 and Section 21263.1 and Section 21263.3) e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. (Section 20862.8). f. Military Service Credit as Public Service (Section 21024). g. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h. 50% survivor continuation in the event of death after retirement. i. Employee shall pay employee share of retirement at 7% effective December 31, 2013. 33.2 The City agrees to provide the following PERS retirement program and to pay the employer's cost for employees deemed to be "new" employees by PERS under the Public Employee Pension Reform Act of 2013 (PEPRA): a. PERS "2% at 62" full formula retirement benefits plus the following additional options: b. The increased ordinary disability benefits which provide under PERS a 30% benefit after five years of service increasing to a maximum 50% benefit. c. Third level of 1959 Survivor Benefit which provides for survivors of a member who dies prior to retirement. This benefit is in addition to the Basic Death Benefit before retirement. d. Post-retirement Survivor Allowance which provides a surviving spouse with an allowance upon the event of death after retirement. e. Credit for unused sick leave which provides additional service credit for unused accumulated sick leave at time of retirement. f. Military Service Credit as Public Service. g. Final retirement compensation based on the average monthly pay during the highest 36 consecutive months of service. h. 50% survivor continuation in the event of death after retirement. 19 MOU — CITY OF LODI AND A.FSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 i. Employee shall pay employee share of retirement as calculated by PERS in its annual actuarial valuation. 33.3 Effective May 20, 2019, in accordance with California Government Code §20516 contract amendment process requirements, each employee in the unit shall pay three percent (3%) towards the employer's share of CalPERS normal pension cost (cost-sharing). Effective July 13, 2020, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of CalPERS normal pension cost (cost-sharing). Effective January 11, 2021, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of CalPERS normal pension cost (cost-sharing). Effective January 10, 2022, each employee in this unit shall pay an additional one percent (1%) towards the employer's share of CalPERS normal pension cost (cost-sharing). ARTICLE XXXIV — SICK LEAVE CONVERSION 34.1 For all unused sick leave balance, a represented employee with ten years of employment with the City will receive medical coverage upon retirement (but not upon resignation or termination) using one of the following options: Q )tion 91 -- CONVERSION After ten years of employment with the City, 50% of the represented employee's unused sick leave shall be converted to months of medical insurance as adjusted herein. For each year that an employee has been employed by the City in excess of ten years, the employee shall be entitled to add 2 ''/z% to the 50% before converting the unused sick leave to months of insurance. EXAMPLE: ROBERT SMITH RETIRES WITH 20 YEARS OF SERVICE AND 1800 HOURS OF UNUSED SICK LEAVE. 1800 - 8 X 75% = 12 = 14.06 YEARS OF COVERAGE The amount of the premium paid shall be the same as the premium paid by the City at the time of retirement subject to the cap shown in Article XXIV. Any differences created by an increase in premiums must be paid for by the employee. In the event the retiree dies the surviving dependent(s) may purchase medical insurance for the same period as if the employee had not died. Option #2 —BANK 50% of the dollar value of sick leave will be placed into a bank to be used for medical insurance premiums for the employee and dependent(s). For each year that an employee has been employed in excess of 10 years, 2 '/z % will be added to the 50% before valuing the size of the bank. Each hour of sick leave is valued at $20.00. EXAMPLE: ROBERT SMITH RETIRES WITH 20 YEARS OF SERVICE AND 1800 HOURS OF UNUSED SICK LEAVE (MULTIPLICATION FACTOR - $20.00). 20 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 1800 x 75% x $20.00 = $27,000.00 This amount will be reduced each month by the current premium for the employee and dependent(s) until the balance is gone. In the event the retiree dies the remaining bank will be reduced by 50% and the surviving dependent(s) may use the bank until the balance is gone. Option 43 — PERS CREDIT 34.2 Per California Government Code, employees may receive credit for unused sick leave. It is agreed that eight (8) hours equals one (1) day for purposes of determining days creditable. 34.3 Employees hired after July 1, 1995 will not have the option of converting sick leave time into medical insurance premiums or cash as referenced in options 1 and 2. The only option available to these employees is Option #3, PERS credit. 34.5 Option #3 is available to all represented employees meeting PERS eligibility requirements. 34.6 If an employee opts to utilize the provisions of Option #1, or Option #2, the City will report to PERS they have zero hours of unused sick leave. Chapter 4. Union/Cit, Ids ARTICLE XXXV — UNION LEAVE 35.1 Whenever any employee is absent from work as a result of a formal request by the AFSCME to send an employee to be involved in union business, the City shall pay for all regular time lost and shall be reimbursed therefore by the AFSCME at the rate of one hundred and fifty percent (150%) of the employee's regular wage rate. 35.2 The City agrees to provide storage space to AFSCME for union materials. ARTICLE XXXVI — DEMOTION AND LAYOFF 36.1 The classification of Maintenance Worker in the Parks, Recreation and Cultural Services or Public Works Department will be "Y" rated if an employee is involuntarily transferred or demoted between departments as a result of a reduction in workforce. 36.2 Bargaining unit has the ability to appeal a layoff decision made by Human Resources to the City Manager. ARTICLE XXXVII — CHANGES IN MEMORANDUM 37.1 The parties agree to reopen this Memorandum and to renew meeting and conferring on the subjects set forth herein during the term of this Memorandum only in the event that any provision of this MOU is modified by statue, applicable regulation or by order of Court in 21 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 such a way as to affect either the employees or the City. In such event, all remaining provisions of the MOU shall continue in full force and effect unless and until they are also modified by statue, applicable regulation, order of Court, or agreement of the parties. ARTICLE XXXVIII — CITY RIGHTS 38.1 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; to set standards of service. • Determine the procedure and standards of selection for employment; to direct its employees. ■ Maintain the efficiency of governmental operations. • Determine the methods, means and personnel by which government operations are to be conducted. • Take all necessary actions to carry out its mission in emergencies. ■ Exercise complete control and discretion in the technology of performing its work. • City rights also include the right to determine the procedures and standards of selection for promotion, to relieve employees from duty because of lack of work or other legitimate reasons, to take disciplinary action, and to determine the content of job classifications; provided, however, that the exercise by the City of the rights in this section does not preclude employees or their recognized employee organizations from filing grievances regarding the practical consequences that decisions on such matters may have on wages, hours or other terms and conditions of employment. ARTICLE XXXIX — EMPLOYEE REPRESENTATION 39.1 This Memorandum of Understanding (hereinafter referred to as "MOU") is entered into between representatives of the City of Lodi (hereinafter referred to as "City") and representatives of the Lodi Chapter of the American Federation of State, County and Municipal Employees (hereinafter referred to as "AFSCME"), for the Maintenance and Operators Unit. The parties to this MOU acknowledge and agree that this MOU constitutes the results of meeting and conferring in good faith as contemplated by Sections 3500 et seq. of the Government Code of the State of California, and further acknowledge and agree that all matters upon which the parties reach agreement are set forth in this MOU. Except as specifically modified by this MOU, all existing benefits currently being furnished to employees and all existing terms and conditions of employment are to continue in effect unless and until the parties meet and confer regarding a change in such existing benefits, terms or conditions of employment. The terms and conditions of this MOU are applicable to all regular and probationary employees represented by AFSCME in Exhibit A. 22 MOU — CITE' OF LODI AND AFSCME MAIN: i'F NANCE AND OPERA"[_OILS UN ET 20220 - 20252 39.2 The City shall grant dues deduction to City employees who are members of AFSCME in accordance with the terms and conditions set forth in City of Lodi Resolution 2011-51. 39.3 UNION SECURITY, MEMBERSHIP AND DUES CHECK OFF a. Union Membership — All employees covered by this Agreement shall have the opportunity to be a member of AFSCME. The CITY will inform all new hires and employees promoting into the bargaining unit of the existence of this Collective Bargaining Agreement, A UNION Officer, or designee, will be notified within 10 business days and afforded time to meet with any employee entering the bargaining unit in order to conduct a UNION Orientation Meeting. b. Membership status shall remain in effect per the terms set forth in the AFSCME Membership Application. Only AFSCME members are afforded exclusive UNION membership rights. c. The CITY shall provide the UNION, on a monthly basis, the name, home address and department, division or work unit of employees entering or leaving a job classification covered by this Agreement. Employees leaving or reentering employment from Military Leave will be noted. d. Dues Check Off — On a bi-weekly basis the CITY agrees to deduct from the pay of each member of the UNION covered by this Agreement, who authorized such deductions in writing, all dues or fees levied by the UNION. The CITY shall provide the UNION 5 business days prior to the end of the pay period an alphabetical list of employees belonging to the UNION. The list shall contain the amount of payroll deduction for each employee listed. The CITY agrees to remit to the UNION on a bi- weekly basis the aggregate amount of deductions shown on the list furnished by the UNION. A copy of the Check Off Authorization Form signed by each employee shall be submitted by the UNION to the CITY. e. Payroll deductions shall be limited to the following choices: Union Membership Dues AFSCME Voluntary Political Action Check Off (PEOPLE) f. The Union will comply with its legal obligation regarding the administration of this section. Hold Harmless — The UNION agrees to hold harmless and to indemnify the CITY for any and all costs or legal action, which may be caused, or result from the CITY'S compliance with this Article. 39.4 The City shall allow AFSCME access to city meeting facilities at no cost to AFSCME subject to the operating needs of the City. Requests for such use shall be made in advance to the appropriate department head managing the facility or designee and shall include the 23 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS -UNIT 20220 - 20252 date, location, time and general purpose of such meeting. The City may establish reasonable regulations governing the use of such facilities. 39.5 No City employee or applicant for employment shall be discriminated against in any aspect of employment because of race, national origin, ancestry, color, religious or political opinions or affiliations, union affiliation, age, sex or disability. 39.6 The City and AFSCME agree and understand that if any section of the MOU in any way conflicts with the terms and conditions of employment stated in other authorities, such as the personnel rules, administrative policy and procedure manual, city resolutions, or city ordinances, any ambiguity will be resolved in favor of the MOU language. If the MOU is silent on any issue, the applicable document is controlling. ARTICLE XL —GRIEVANCE PROCEDURE 40.1 This grievance procedure shall be used to process and resolve disputes regarding the interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretation or application of any of the terms and conditions of this MOU, letters of understanding, formal interpretations and clarification executed by AFSCME and the City. The intent of this procedure is to resolve grievances informally at the lowest possible level and to provide an orderly procedure for reviewing and resolving grievances promptly. A grievance is a good faith complaint of one or a group of employees or a dispute between the City and AFSCME involving the interpretation, application, or enforcement of the express terms of the MOU and other terms and conditions of employment and matters of discipline which includes demotion, suspension or discharge. As used in this procedure, the term "party" means an employee, AFSCME, the City or the authorized representative of any party. The employee is entitled to representation through all steps in the grievance procedure. 40.2 Disputes involving the following subjects shall be determined by the Grievance Procedures established herein: a. Interpretation or application of any of the terms of this agreement, including Exhibits thereto, Letters of Agreement, and/or formal interpretations and clarifications executed by AFSCME and the City. b. Discharge, demotion, suspension or discipline (i.e.. pay reduction). of an individual employee. 1- raj-ilo-yees shall have the Fight t.. ,., :' �� x�i tk�r�►EEgla i cl-u �3epanflle,,. r W--or--d Hign�'e— ;, .:i i�3� Del+artt�er�t __L�ire�4c��-rix--desi�r�ee— �:,�--��—art�i•--l�Ei+���-frail--fte�--mfr}er�t---lc��r-O�er c. Disputes as to whether a matter is proper subject for the Grievance Procedure. 24 MOU —CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 u_Disputes which may be of a "class action" nature filed on behalf of AFSCME or the City. Class action grievances shall be in writing from AFSCME to the City Manager or vice versa. 4-.e.Employees sliall have the right to grieve letters of reprimand through the chain of cottmmantl tip to the anoneiit Dire City Matigger or desigiiee. _ he decision of the ItaA•4;1A•4' F,:P^'s... City Maitaaer or. clesi nec is final and binding and not stibiect to further grievamce. 40.3 STEP ONE: Discussion between the employee and/or the employee's representative, and the division head or designated supervisor directly involved, who shall answer within fifteen (15) work days. This step shall be taken within thirty (30) work days of the date of the action complained of, or the date the grievant became aware of the incident which is the basis of the Grievance. 40.4 STEP TWO: If a grievance has not been resolved in initial step, a written statement signed by the Grievant shall be presented to the department head which shall include the action being grieved and the desired remedy. A discussion shall then take place between the employee, his or her representative, and the department head,who shall answer in writing within fifteen (15) work days. This Step shall be taken within fifteen (15) work days from the date of the answer in Step One. 40.5 STEP THREE: If a grievance is not resolved in Step Two, Step Three shall be the presentation of the Grievance, in writing, by the employee or his/her representative to the City Manager, who shall answer in writing within fifteen (15) work days of receipt of the Grievance. This Step shall be initiated within fifteen (15) work days of the date of the answer in Step Two. 40.6 STEP FOUR: If a grievance is not resolved by the City Manager, arbitration shall be the final level of appeal for the grievances and discipline. It is agreed by both parties that the decision of the arbitrator is binding and final on both parties and that if this procedure is utilized all other avenues of appeal are waived. If arbitration is chosen the City must be notified within fifteen (15) work days of the City Manager's decision. Within ten (10) working days after the request for arbitration is received by the City or at a date mutually agreed to by the parties, the parties shall meet to select an impartial arbitrator. If no agreement is reached at this meeting, the parties shall immediately and jointly request the State Conciliation and Mediation Service to submit to them a panel of five (5) arbitrators from which the City and AFSCME shall alternately strike names until one (1) name remains; this person shall be the arbitrator. If the State Conciliation and Mediation Service cannot provide a list of five (5) arbitrators, the same request shall be made of the American Arbitration Association. To ensure that the arbitration process is as brief and economical as possible, the following guidelines shall be adhered to: 25 MOU - CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 a. An arbitrator may, upon mutual consent of the parties, issue a decision, opinion or award orally upon submission of the arbitration. b. Both parties and the arbitrator may tape record the hearing. c. There shall be no official transcript required; however, either party may utilize a court reporter at its own sole expense. The cost of a court reporter required by an arbitrator shall be shared equally by the parties. d. The parties may agree to prepare a joint letter submitting the issue in dispute. The letter shall present the matter on which arbitration is sought and shall outline the MOU provisions governing the arbitration. It may contain mutually agreed on stipulations of fact and it may be accompanied by any documents that the parties mutually agree shall be submitted to the arbitrator in advance of the hearing which may not necessarily be stipulations of fact. Further, if the parties mutually agree, the entire matter may be submitted to arbitration for review without a hearing. Absent agreement to prepare a joint letter, the parties may submit separate letters. e. The strict rules of evidence are not applicable and the hearing shall be informal. f. The parties have the right to present and cross examine witnesses, issue opening and closing statements, and file written closing briefs. Testimony shall be under oath or affirmation. g. The arbitrator may exclude testimony or evidence which he/she determines irrelevant or unduly repetitious. h. Attendance at a hearing shall be limited to those determined by the arbitrator to have a direct connection with the appeal. Witnesses normally would be present at the hearing only while testifying and should be permitted to testify only in the presence of the employee or his/her representative and the employer's representative. i. The arbitration hearing will be held on the employer's premises. j. The cost of arbitration shall be borne equally by the parties. However, the cost, if any, of cancellation or postponement shall be the financial responsibility of the party requesting such delay unless mutually agreed by the parties. The decision, opinion, or award shall be based on the record developed by the parties before and during the hearing. The decision will be in writing and shall contain the crucial reasons supporting the decision and award. The arbitrator has no power to add to, subtract from, or modify the terms of the MOU or the written ordinances, resolutions, rules, regulations and procedures of the City, nor shall he/she impose any limitations or obligations not specifically provided for under 26 MDU --- CITY OP LOBI AND Al!SCMk'_s MAINTENANCE AND OPERATORS UNIT 20229 - 20252 the terms of the MOU. The arbitrator shall be without power or authority to make any decision that requires the City or management to do an act prohibited by law. The arbitrator has no power to add to a disciplinary action. 40.7 Failure by either party to meet any of the aforementioned time limits as set forth in Section 36.3, 36.4, 36.5, or 36.6 shall result in forfeiture by the failing party. Except, however, that the aforementioned time limits may be extended by mutual agreement. Grievances settled by forfeiture shall not bind either party to an interpretation of this MOU, nor shall such settlements be cited by either party as evidence in the settlement of subsequent grievances. 40.8 Employees may have documents (other than performance reports) relating to absenteeism and disciplinary actions removed from their personnel files if the incident prompting the action took place twenty-four (24) months or more previous and no incident of a similar nature has occurred in the interim. 40.9 An employee may represent himself/herself at any step of the Grievance Procedure up to Step 3. 40.10 Only AFSCME may appeal a grievance to arbitration. ARTICLE ?CLI -- MUTUAL CONSENT CONTINGENCY 41.1 This MOU may be amended any time during its life upon the mutual consent of the City and AFSCME. Such amendment must be in writing and attached to all executed copies of this MOU. ARTICLE XLII — NO STRIKE, S 42.1 The represented employees agree that they shall not strike, withhold services, engage in "slow downs" or "sick -ins", or participate in any other concerted activity which adversely affects job performance or City services during the term of this MOU. ARTICLE XLIII — PROBATIONARY PERIOD 43.1 All appointments to positions in the classified service shall be subject to a probationary period of 12 continuous months of service. The probationary period shall be regarded as an integral part of the examination process and shall be used to closely observe the employee's work for securing the most effective adjustment of an employee to his or her new duties, assignments and responsibilities in his or her new position and for rejecting any probationary employee whose performance does not meet required work standards. If the service of the employee is deemed to be unsatisfactory, the employee shall be notified that he or she has not satisfactorily completed probation. 43.2 During the probationary period, all new hires shall have all the rights and privileges afforded to other employees, except: a. Vacation Leave — See Article XXIII for vacation schedule. 27 MOU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 b. The use of the Grievance Procedure to grieve termination. c. The City and the employee may mutually agree to extend the probationary period in increments up to 6 months. The total extended probationary period shall not exceed twelve (12) months. AFSCME must be notified of all extensions by Human Resources. 43.3 In the event an employee is promoted and is rejected by the appropriate department head, he or she shall be reinstated to the position which he or she was promoted. The seniority and status of a rejected candidate shall continue as before. ARTICLE XLIV — PROMOTION 44.1 The City and AFSCME mutually agree it is good personnel practice to make every effort to promote from within, consistent with the best interest of the City. ARTICLE XLV — SENIORITY 45.1 Seniority is defined as the total length of continuous service with the City. Continuity of service shall not be broken and seniority shall accrue when an employee is: a. inducted, enlists, or is called to active duty in the Armed Forces of the United States or service in the Merchant Marine under any Act of Congress which provides that the employee is entitled to re-employment rights, b. on duty with the National Guard, C. is absent due to industrial injury, d. on leave of absence, or e. absent due to layoff for a period of less than twelve (12) consecutive months. ARTICLE XLVI — SHOP STEWARDS 46.1 The AFSCME agrees to notify the City in writing as to the appointment of all shop stewards. Shop stewards shall be required to work full time in their respective classifications and shall not interrupt the work of other employees. A steward may, with reasonable notice and the approval of his or her supervisor, leave the job during working hours for reasonable period to investigate pending grievances and to take part in the Grievance Procedure. However, no steward shall leave the job while his or her presence is necessary in the judgment of his or her supervisor for the safe conduct and efficiency of the operations in which he or she is engaged. ARTICLE XLVII — STATUS 47.1 Employees shall be designated as regular or probationary. a. A regular employee is defined as an employee who has twelve (12) months or more service with the City in full time employment, except as provided for in the Rules for Personnel Administration Article X (Probationary Period). 28 MOU — CITY DF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 b. A probationary employee is defined as an employee hired for a full time position that has been regularly established as an authorized position and is of indeterminate duration. A probationary employee shall receive not less than the minimum rate for the job and shall be eligible for sick leave pay, vacation pay, holiday pay, retirement plan participation, insurance coverage and items of a similar nature, as he or she becomes eligible, but shall not be given preferential consideration for promotion or transfer or be eligible for a leave of absence. Upon completion of twelve months of continuous full time service with the City, and satisfactory performance, a probationary employee shall be given the status of a regular employee. ARTICLE XLVIII — TERM 48.1 The terms and conditions of this MOU shall continue in effect until such time as they are superseded by a signed agreement/MOU between the City of Lodi and AFSCME. The term of this MOU shall cover the period from January 1, 2020 to December 31, 2022. 29 MDU — CITY OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 2025-2 CLASSIFICATION PLAN Maintenance & Operators Effective January 9, 2023 EXHIBIT A Mail - CITY N LODI AND AFSCME MAINTENANCE AND DPEF ATORS UNIT 1 20220 - 20252 Certifxatian Requ mmmts and Incentive Chart Nbirdaname Operatm. ant General SeMm Deretlal ServimaCim"mtanl: ruWKwaras weeeeokwmwmwrbq-r—mmwmt mrim I !Allem Mainwwm I I w6c cm»{memcelolefar Pes[Cmbotm Iregranan PlM Wider Serlbtl Tedrniom Opmaam Cer"P - Operator Ceftil5Mee 5VA—CertiBtalea Quailied Appmr i..R— Cerfdioeeenctiae D= 1 Os 1 04 1 75 1 12 1 rl I- 1 13 1 Cl I M 1 13 1 u Street MeirshrweclWRRe gmri6ralireu T. a.F101o s srsrrn.OeroRuen Ilm OeerRkeeianrrttk aaaA a Q 4 d Ctrl 05 itrwAftiatmWR WMw IW14'. 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Ya Sea Tap Sua 54a :va ;1.7 SdD rW/Nw Suyevhvi luter.eanl" M gpOYr 4.►, $IO FAD SAD MID NO SAD 317^ .40 $40 540 S+A Sao 5aD SID Sao .}� S scat It C a rNKrarrr M yife• 4S :AC iLT SAD fIa >!O i+a Seo Lw ::.] SIa :s.] :aa Lamm" Tedriom and omworeeeaeal wider p;,ku4Qfi Olpemlor w4wl[fwft t ta►aealmTNWpt 519^^ama Cern* .a-wmaiara rtr*kn. opemw rerceim. CerBCrrrtes mmpimee`.eprcdaa -GrrCa+y ray Laa;tm.S.rpvaa]alnl rrl Dooibveo+=ufim. vwfrT.e'R tre Z%wg 4% r%:wove ethTY Oaten Nl T"eelTlenri<W I`eaCltan fief VTO�isbe rat ;10lretrvn tai rolm a terehste amainee iroine", M me rna0e �cezi5en r Updated l/alwZO 31 MOU - CI'T'Y OF LODI AND AFSCME MAINTENANCE AND OPERATORS UNIT 20220 - 20252 Cen F..dw Re., --d I—ln'• Chart Msntenarce Operators and Genmi $erv'ae lahwetory P�Flrt W.lrrrtal Trn�robptl tmHnnrena WatewterAnl Opereror CwrMeetlons N1.rwMrr Prat [fpenmrrlrt+4sur rrrt'Ar�1e: [atilinhslMemhdrl CO�� Mpnram anTarrl YreW Pbpt OpMlm Me'Mm6rns I I wawmummmmm I UD "Al." I - w. 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COUNCIL 57 LOCAL 146 -AFL-CIO Jeremiah Miller, Chief Negotiator Date: Shawn Tallerico, Chapter President Date: Terri Lovell, Executive Vice President Date: Rodney Plamondon, Vice President Date: James Agnew, Treasurer Date: CITY OF LODI A MUNICI PAL CORPO11AT[ON Stephen Schwabauer, City Manager Date: Andrew Keys, Deputy City Manager Date: Adele Post, HR Manager Date: Approved As To Form: Janice D. Magdich, City Attorney Attest: Thomas Gabriel, M&O Representative Date: Olivia Nashed, City Clerk Derrick Spagnola, M&O Representative Date: Kevin Kriser, GS Representative Date: Lance Earl, GS Representative Date: Denise Wiman, GS Representative Date: