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HomeMy WebLinkAboutMINUTES - 09091997 - C62 THE BOARD:-OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA Adopted this Resolution on September 9, 1997 by the following vote: AYES: Supervisors Rogers, Uilkema, Gerber, Canciamilla, and DeSaulnier NOES: None ABSENT: None ABSTAIN: None Subject: Approval of the 1995-1999 Memorandum of ) Understanding with SEIU Local 535 ) Service Line Supervisors Unit ) Res. No. 97/ 464 The Contra Costa Board of Supervisors RESOLVES THAT: 1. 0'n November 19, 1996 the Labor Relations Manager submitted a Letter of Understanding dated November 14, 1996 which reflected negotiated agreements reached between the parties on terms and conditions of employment affecting employees represented by SEIU Local 535 Service Line Supervisors Unit. 2. The Memorandum of Understanding with SEIU Local 535 Service Line Supervisors Unit incorporating the agreed-upon terms and conditions mentioned above is attached. 3. This Board having considered said Memorandum of Understanding, the same is approved. A. If an Ordinance(s) is required to implement any of the foregoing provisions, the Board of Supervisors will adopt said Ordinance(s). 5. This Resolution is effective as of October 1, 1995. I HEREBY CERTIFY THAT THIS IS A TRUE AND CORRECT COPY OF AN ACTION TAKEN AND ENTERED ON THE MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. ATTESTED September 9, 1997 Phil Batchelor,Clerk of the Board of Supervisors and County Administrator By �. ��//� Deputy Orig. Dept: Human Resources Department (Kathy Ito at 5-1785) cc: Labor Relations Unit Auditor-Controller's Office Social Service Department SEIU Local 535 MEMORANDUM OF UNDERSTANDING BETWEEN CONTRA COSTA COUNTY AND SOCIAL SERVICES UNION, LOCAL 535 SERVICE LINE SUPERVISORS UNIT OCTOBER 1 , 1995 - SEPTEMBER 30, 1999 SEIU LOCAL 535 SERVICE LINE SUPERVISORS UNIT TABLE OF CONTENTS SECTION 1 ' UNION RECOGNITION.................................................... 5 SECTION 2 UNION SECURITY 2.1 Dues Deduction................................................................. 5 2.2 Maintenance of Membership............................................ 5 2.3 Union Dues Form..............................................................6 2.4 Withdrawal of Membership............................................... 7 2.5 Communicating With Employees...................................... 7 2.6 Use of County Buildings................................................... 8 2.7 Advance Notice................................................................. 9 2.8 Written Statement for New Employees.......................... 10 SECTION 3 NO DISCRIMINATION.................................................... 10 SECTION 4 SHOP STEWARDS & OFFICIAL REPRESENTATIVES 4.1 Attendance at Meetings................................................... 10 4.2 Union Representatives...................... 4.3 Social Service Office Stewards...................................... 12 4.4 Department Notification.................................................. 12 SECTION 5 SALARIES 5.1 General Wage Increases................................................ 12 5.2 Pay Equity Implementation............................................. 13 5.3 Entrance Salary............................................................... 16 5.4 Anniversary Dates..................: 5.5 Increments Within Range............................................... 18 5.6 Part-Time Compensation................................................. 19 5.7 Compensation for Portion of Month............................... 19 5.8 Position Reclassification................ 5.9 Salary Reallocation & Salary on Reallocation...............20 5.10 Salary on Promotion.......................................................22 5.11 Salary on Appointment From a Layoff List. 22 5.12 Salary on Involuntary Demotion.....................................22 5.13 Salary on Voluntary Demotion............. ..........................23 5.14 Transfer............................................. ...........................23 5.15 Pay for Work in Higher Classification.............................24 5.16 Payment...........................................................................26 5.17 Pay Warrant Errors.........................................................27 SECTION 6 . DAYS & HOURS OF WORK 6.1 Normal Work Week & Deviations........................ 6.2 Staggered Work Schedule..............................................28 6.3 9/80 Schedules............................................................... 31 SECTION 7 PAID PERSONAL LEAVE.............................................31 SECTION 8 CALL BACK TIME.......................................................... 32 SECTION 9 ON-CALL DUTY.............................................::............... 32 SECTION 10 SHIFT DIFFERENTIAL................................................... 33 SECTION 11 SENIORITY, WORKFORCE REDUCTION, LAYOFF & REASSIGNMENT 11 .1 Workforce Reduction......................................................34 11 .2 Separation Through Layoff.............................................. 35 11 .3 Notice ..............................................................................41 11 .4 Special Employment Lists..............................................42 11 .5 Reassignment of Laid Off Employees............................42 11 .6 Further Study...................................................................42 SECTION 12 HOLIDAYS 12.1 Holidays Observed.................................... ...................43 12.2 Holidays Falling on Saturday or Sunday........................44 SECTION 13 VACATION 13.1 Vacation Allowance................................... . .... .............44 13.2 Vacation Accrual Rates..................................................45 13.3 Accrual During Leave Without Pay.................................45 13.4 Vacation Allowance for Separated Employees..............46 13.5 Vacation Preference.......................................................46 SECTION 14 SICK LEAVE 14.1 Purpose...........................................................................46 14.2 Credits to & Charges Against Sick Leave......................46 14.3 Policies Governing. Use of Paid Sick Leave..................47 14.4 Administration of Sick Leave.......................................... 51 14.5 Disability...:...................................................................... 54 SECTION 15 WORKERS' COMPENSATION 15.1 Workers' Compensation................................................. 59 15.2 Method of Integration......................................................62 15.3 State Disability.................................................................62 15.4 General Provisions.................... 15.5 Procedures......................................................................63 15.6 Method of Integration......................................................64 15.7 Definition .........................................................................65 15.8 Conversion to the New SDI Program..............-:..............65 SECTION 16 CATASTROPHIC LEAVE BANK 16.1 Program Design..............................................................66 16.2 Operation.........................................................................67 SECTION 17 LEAVE OF ABSENCE 17.1 Leave Without Pa ....................................69 17.2 General Administration - Leaves of Absence................69 17.3 Furlough Days Without Pay............................................ 71 17.4 Military Leave.................................................................. 71 17.5 Family Care Leave or Medical Leave............................72 17.6 Medical Certification....................................................... 73 17.7 Intermittent Use of Leave...............................................73 17.8 Aggregate Use for Spouse............................................. 73 17.9 Definitions........................................................................ 74 17.10 Pregnancy Disability Leave............................................76 17.11 Group Health Plan Coverage......................................... 76 17.12 Leave Without Pay - Use of Accruals...........:................77 17.13 Leave of Absence Replacement.................................... 78 17.14 Leave of Absence Return...............................................78 17.15 Reinstatement From Family Care Medical Leave......... 79 17.16 Salary Review While on Leave of Absence................... 79 17.17 Unauthorized Absence.................................................... 80 17.18 Non-Exclusivity................................................................80 17.19 Time Off to Vote.............................................................. 80 SECTION 18 JURY DUTY AND WITNESS DUTY 18.1 Jury Duty............................ ............. 81 18.2 Witness Duty ........................................ 83 SECTION 19 HEALTH AND WELFARE, LIFE AND DENTAL CARE 19.1 County Programs............................................................ 83 19.2 Rate Information.............................................................. 84 19.3 Medicare Rates............................................................... 84 19.4 Partial Month................................................................... 84 19.5 Coverage During Absences............................................ 85 19.6 Retirement Coverage...................................................... 85 19.7 Deferred Retirement....................................................... 86 19.8 Dual Coverage................................................................88 19.9 Health Care Spending Account.....................::............... 88 19.10 Wellness Incentive Program........................................... 88 19.11 Child Care ....................................................................... 90 19.12 Confidentiality of Information/Records........................... 90 19.13 PERS Long Term Care................................................... 90 SECTION 20 PROBATIONARY PERIOD 20.1 Duration...........................................................................90 20.2 Classes With Probation Periods Over Six Months........ 91 20.3 Revised Probationary Period.......................................... 91 20.4 Criteria.......................................................... ................... 91 20.5 Rejection During Probation............................................. 91 20.6 Regular Appointment...................................................... 92 20.7 Layoff During Probation..................................................93 20.8 Rejection During Probation of Layoff Employee............ 93 SECTION 21 PROMOTION 21 .1 Competitive Exam........................................................... 95 21 .2 Promotion Policy............................................................. 95 21 .3 Open Exam......................................................................95 21 .4 Promotion Via Reclass Without Examination................ 95 21 .5 Requirements for Promotional Standing........................ 96 21 .6 Seniority Credits.............................................................. 96 21 .7 Physical Examination Requirement............................... 97 - iv - SECTION 22 TRANSFER 22.1 Transfer Conditions......................................................... 97 22.2 Transfer Without Examination........................................98 22.3 Transfer Policy ..................................... 99 22.4 Miscellaneous Assignments...........................................99 SECTION 23 RESIGNATIONS 23.1 Resignation in Good Standing...................................... 100 23.2 Constructive Resignation.............................................. 100 23.3 Effective Resignation.................................................... 101 23.4 Revocation .................................................................... 101 23.5 Coerced Resignations................................................... 101 SECTION 24 DISMISSAL, SUSPENSION & DEMOTION 24.1 Sufficient Cause for Action........................................... 102 24.2 Skelly Requirements......................................::............. 104 24.3 Leave Pending Employee Response........................... 105 24.4 Length of Suspension................................................... 105 24.5 Procedure on Disciplinary Action................................. 106 24.6 Employee Representation Rights................................. 106 SECTION 25 GRIEVANCE PROCEDURE 25.1 Definition and Procedural Steps................................... 107 25.2 Scope of Adjustment Board & Arbitration Decisions... 110 25.3 Time Limits.................................................................... 111 25.4 Compensation Complaints........................................... 111 25.5 Strike/Work Stoppage................................................... 112 25.6 Merit Board.................................................................... 112 25.7 Filing by Union............................................................... 113 25.8 Union Notification.......................................................... 113 SECTION 26 BILINGUAL PROVISIONS...... ..................................... 113 SECTION 27 RETIREMENT CONTRIBUTION 27.1 Contributions................................................................. 113 27.2 Tier III Retirement Plan..........................:...................... 114 SECTION 28 TRAINING REIMBURSEMENT............. ....................... 119 SECTION 29 MILEAGE 29.1 Reimbursement Rate.................................................... 119 29.2 Regulations ................................................................... 120 SECTION 30 RESPITE LEAVE WITHOUT PAY............................... 120 SECTION 31 CONSERVATORSHIP DIFFERENTIAL...................... 120 SECTION 32 NOTICE OF NEW EMPLOYEES................................. 120 SECTION 33 PERSONNEL FILES 33.1 Inspection...................................................................... 121 33.2 Inspection Exclusions................................................... 121 33.3 Removal & Release of Material.................................... 121 33.4 Copies .................... ....................................................... 122 122 33.5 Employee Response..................................................... SECTION 34 COUNSELING ...... 123 SECTION 35 PERFORMANCE EVALUATION 35.1 Purpose......................................................................... 124 35.2 Probationary Period...................................................... 124 35.3 Annual Evaluation......................................................... 124 35.4 Below Standard Evaluation........................................... 124 35.5 Discussion With Employee........................................... 35.6 Definitions of Ratings..................................... 35.7 Appeal Procedure.......................................................... 126 SECTION 36 SAFETY PROGRAM.................................................... 127 SECTION 37 FLEXIBLE STAFFING 37.1 Designation ................................................................... 128 37.2 Continuous Testing for Flexibly Staffed Classes......... 128 SECTION 38 STAFFING ALLOCATIONS & REASSIGNMENTS.... 130 SECTION 39 REIMBURSEMENT FOR MEAL EXPENSES............. 133 SECTION 40 PERSONAL PROPERTY REIMBURSEMENT........... 134 - Vi - SECTION 41 LENGTH OF SERVICE DEFINITION........................... 135 SECTION 42 SERVICE AWARDS..................................................... 136 SECTION 43 PERMANENT PART-TIME EMPLOYEE BENEFITS.. 136 SECTION 44 P-I EMPLOYEE BENEFITS........................................ 137 SECTION 45 P-1 EMPLOYEE HEALTH PLAN................................. 137 SECTION 46 PROVISIONAL EMPLOYEE BENEFITS..................... 137 SECTION 47 INDEMNIFICATION & DEFENSE OF COUNTY EMPLOYEES................................................................ 138 SECTION 48 MODIFICATION & DECERTIFICATION.......... ............. 138 SECTION 49 UNFAIR LABOR PRACTICE 49.1 Filing.............................................................................. 139 49.2 Unfair Labor Practice - County..................................... 139 49.3 Unfair Labor Practice - Union....................................... 140 SECTION 50 DEPENDENT..CARE..................................................... 141 SECTION 51 SPECIAL STUDIES/OTHER ACTIONS 51 .1 Task Force .................................................................... 142 51 .2 Differentials ................................................................... 142 . 51 .3 Bi-Weekly Pay Periods................................................. 142 51 .4 Grievance Procedure.............................. SECTION 52 SPECIAL BENEFITS.........:.......................................... 143 SECTION53 ADOPTION ................................................................... 146 SECTION 54 SCOPE OF AGREEMENT & SEPARABILITY OF PROVISIONS 54.1 Scope of Agreement..................................................... 146 54.2 Separability of Provisions............................................. 54.3 Personnel Management Regulations........................... 147 - Vil - i This Page Left Intentionally Blank MEMORANDUM OF UNDERSTANDING BETWEEN CONTRA COSTA COUNTY AND SOCIAL SERVICES UNION, LOCAL 535 SERVICE LINE SUPERVISORS UNIT This Memorandum of Understanding (MOU) is entered into pursuant to the authority contained in Division 34 of the Contra Costa County Board of Supervisors Resolution 81/1165'.and has been jointly prepared by the parties. The Employee Relations Officer (County Administrator) is the representative of Contra Costa County in employer- employee relations matters as provided in Board Resolution 81/1165. The parties have met and conferred in good faith regarding wages, hours and other terms and conditions of employment .for the employees in units in which the Union is the recognized representative, have freely exchanged information, opinions and proposals and have endeavored to reach agreement on all matters relating to the employment conditions and employer-employee relations covering such employees. This MOU shall be presented to the Contra Costa County Board of Supervisors as the joint recommendations of the undersigned for salary and employee benefit adjustments for the period commencing October 1 , 1995 and ending ,September 30, 1999. SEW 535 SLS - 1 - 1995-99 MOU DEFINITIONS: Appointinq Authority: Department Head unless otherwise provided by statute or ordinance. Class: A group of positions sufficiently similar with respect to the duties and responsibilities that similar. selection procedures and qualifications may apply and that the same descriptive title may be used to designate each position allocated to the group. Class Title: The designation given to a class, to each position allocated to the class, and to the employees allocated to the class. Coun : Contra Costa County. Demotion: The change of a permanent employee to another position in a class allocated to a salary range for which the top step is lower than the top step of the class which the employee formerly occupied except as provided for under Transfer or as otherwise provided for in this MOU, in the Personnel Management Regulations, or in specific resolutions governing deep classifications. Director of Human Resources: The person designated by the County Administrator to serve as the Assistant County Administrator-Director of Human Resources. Eligible: Any person whose name is on an employment or reemployment or layoff list for a given classification. SEW 535 SLS - 2 - 1995-99 MOU Employ: A person who is, an incumbent of a position or who is on leave of absence in accordance with provisions of this MOU and whose position is held pending his/her return. Employment List: A list of persons, who have been found qualified for employment in a specific class. Layoff List: A list of persons who have occupied positions allocated to a class in the Merit System and who have been . involuntarily separated by layoff or displacement, or demoted by displacement, or have voluntarily demoted in lieu of layoff or displacement, or have transferred in lieu of layoff or displacement. Permanent-Intermittent Position: Any position which requires the services of an incumbent for an indefinite period but on an intermittent basis, as needed, paid on an hourly basis. Permanent Part-Time Position: Any position which will require the services of an incumbent for an indefinite period but on a regularly scheduled less than full time basis. Permanent Position: Any position which has required, or which will require the services of an incumbent without interruption, for an indefinite period. Project Employee: An employee who is engaged in a time limited program or service by reason of limited or restricted funding. Such positions are typically funded from outside sources but may be funded from County revenues. Promotion: The change of a permanent employee to another position in a class allocated to a salary range for SEW 535 SLS - 3 - 1995-99 MOU which the top step is higher than the top step of the class which the employee formerly occupied, except as provided for under Transfer or as otherwise provided for in this MOU, in the Personnel Management Regulations, or in specific resolutions governing deep classes. Position: The assigned duties and responsibilities calling for the regular full time, part-time or intermittent employment of a person. Reallocation: The act of reassigning an individual position from one class to another class at the same range of the salary schedule or to a class which is allocated to another range that is within five percent (5%) of the top step, except as otherwise provided for in the Personnel Management Regulations, deep class resolutions or other ordinances. Reclassification: The act of. changing the allocation of a position by raising it to a higher class or reducing it to a lower class on the basis of significant changes in the kind, difficulty or responsibility of duties performed in such position. Reemployment List: A list of persons, who have occupied positions allocated to any class in the Merit System and, who have voluntarily separated and are qualified for consideration for reappointment under the Personnel Management Regulations governing reemployment. Resignation: The voluntary termination of permanent service with the County from a position in the Merit System. Temporary Employment: Any employment in the merit system which will require the services of an incumbent for a SEW 535 SLS - 4 - 1995-99 MOU limited period of time, paid on an hourly basis, not in an allocated position or in permanent status. Transfer: The change of an employee who has permanent status in a position to another position in the same class in a different department, or to another position in a class which is allocated to a range on the salary plan that is within five - percent (5%) at top step as the class previously occupied by the employee. SECTION 1 -UNION RECOGNITION The Union is the formally recognized employee organization for the Social Service First Line Supervisors' Representation unit and such organization has been certified as such pursuant to Chapter 34-12 of Board Resolution 81/1165. SECTION 2 - UNION SECURITY 2.1 Dues Deduction. Pursuant to Board Resolution No. 81/1165, only a majority representative may have dues deduction and as such the Union has the exclusive privilege of dues deduction or agency fee for all employees in its units. 2.2 Maintenance of Membership. All employees represented by the, Union who are currently paying dues to the Union and all employees in such unit who hereafter become members of the Union shall as a condition of continued employment pay dues to the Union for the duration of this MOU and each year thereafter so long as the Union continues to represent the classification to which the SEW 535 SLS - 5 - 1995-99 MOU employee is assigned, unless the employee has exercised the option to cease paying dues in accordance with Section 2.4. 2.3 Union Dues Form. Employees hired into classifications represented by the Union shall, as a condition of employment at the time of employment, complete a Union dues authorization card provided by the Union and shall have deducted from their paychecks the membership dues of the Union. Said employees shall have thirty (30) days from the date of hire to decide if they do not want to become a member of the Union. Such decision not to become a member of the Union must be made in writing to the Auditor- Controller with a copy to the Labor Relations Division within said thirty (30) day period. If the employee decides not to become a member of the Union, any Union dues previously deducted from the employee's paycheck shall be returned to the employee and said amount shall be deducted from the next dues deduction check sent to the Union. If the employee does not notify the County in writing of the decision not to become a member within the thirty (30) day period, he/she shall be deemed to have voluntarily agreed to pay the dues of the Union. Each such dues authorization form referenced above shall include a statement that the Union and the County have entered into an MOU, that the employee is required to authorize payroll deductions of Union dues as a condition of employment, and that such authorization may be revoked within the first thirty (30) days of employment upon proper written notice by the employee within said thirty (30) day period as set forth above. Each such employee shall, upon completion of the authorization form, receive a copy of said authorization form which shall be deemed proper notice of his or her right to revoke said authorization. SEW 535 SLS - 6 - 1995-99 MOU 2.4 Withdrawal of Membership. By notifying the Auditor-Controller's Department in writing, between August 11 1999 and August 31 , 1999, any employee assigned to a classification represented by the Union may withdraw from Union membership and discontinue paying dues as of the payroll period commencing September 1 , 1999, discontinuance of dues payments to then be reflected in the October 10, 1999 paycheck. Immediately upon close of the above mentioned thirty (30) day period the Auditor- Controller shall submit to the Union a list of the employees who have rescinded their authorization for dues deduction. 2.5 Communicating With Employees. The Union shall be allowed to use designated portions of bulletin boards, or display areas in public portions of County buildings or in public portions of offices in which there are employees represented by the Union, provided the communications displayed have to do with matters within the scope of representation and further provided that the employee organization appropriately posts and removes the information. The department head reserves the right to remove objectionable materials after notification and discussion with the Union. Representatives of the Union, not on County time, shall be permitted to place a supply of employee literature at specific locations in County buildings if arranged through the Department Head or designated representative; said repre- sentatives may distribute employee organization literature in work areas (except work areas not open to the public) if the nature of the literature and the proposed method of distribution are compatible with the work environment and work in progress. Such placement and/or distribution shall not be performed by on-duty employees. SEIU 535 SLS - 7 - 1995-99 MOU The Union shall be allowed access to work locations in which it represents employees for the following purposes: a. To post literature on bulletin boards; b. to arrange for use of a meeting room; C. to leave and/or distribute a supply of literature as indicated above; d. to represent an employee on a grievance, and/or to contact a Union officer on a matter within the scope of representation. In the application of this provision, it is agreed and understood that in each such instance advance arrangements, including disclosure of which of the above purposes is the reason for the visit, will be made with the departmental representative in charge of the work area, and the visit will not interfere with County services. 2.6 Use of County Buildings. The Union shall be allowed the use of areas normally used for meeting purposes for meetings of County employees during non- work hours when: a. Such space is available and its use by the Union is scheduled twenty-four (24) hours in advance; b. there is no additional cost to the County; C. it does not interfere with normal County operations; d. employees in attendance are not on duty and are not scheduled for duty; SEW 535 SLS - 8 - 1995-99 MOU e. the meetings are on matters within the scope of representation. The administrative official responsible for the space shall establish and maintain scheduling of such uses. The Union shall maintain proper order at the meeting, and see that the space is left in a clean and orderly condition. The use of County equipment (other than items normally used in the conduct of business meetings, such as desks, chairs, ashtrays, and blackboards) is strictly prohibited, even though it may be present in the meeting area. 2.7 Advance Notice. The Union shall, exceptincases of emergency, have the right to reasonable notice of any ordinance, rule, resolution or regulation directly relating to matters within the scope of representation proposed to be adopted by the Board, or boards and commissions designated by the Board, and to meet with the body considering the matter. On matters within the scope of representation the County agrees that the Human Resources Department will notify a Union's designee(s) when an issue within the scope of representation is ,placed on the Board's agenda. If there is insufficient time to meet and confer on an issue prior to the Board's meeting, the item shall be deferred if so requested by the. Union. In cases of emergency when the Board, or boards and commissions designated by the Board, determines it must act immediately without such notice or meeting, it shall give notice and opportunity to meet as soon as practical after its action. SEW 535 SLS - 9 - 1995-99 MOU 2.8 Written Statement for New Employees. The County will provide a written statement to each new employee hired into. a classification which is in the Social Service First Line Supervisors Unit that their classification is represented by Local 535, and the name of a representative of Local 535. SECTION 3 - NO DISCRIMINATION There shall be no discrimination because of race, creed, color, national origin, political opinion, sex, sexual orientation, or Union activities against any employee or applicant for employment by the County or by-- anyone employed by the County; and to the extent prohibited by applicable State and Federal law there shall be no discrimination because of age or physical disability. SECTION 4 - SHOP STEWARDS AND OFFICIAL REPRESENTATIVES 4.1 Attendance at Meetings. Employees designated as shop stewards or official representatives of the Union shall be allowed to attend meetings held by County agencies during regular working hours on County time as follows: a. If their attendance is required by the County at a specific meeting; b. if their attendance is sought by a hearing body for presentation of testimony or other reasons; SEW 535 SLS - 10 - 1995-99 MOU c. if their attendance is required for meetings required for settlement of grievances filed pursuant to Section 25 - Grievance Procedure of this Memorandum; d. if they are designated as a shop steward, in which case they may utilize a reasonable time at each level of the proceedings to assist an employee to present a grievance; e. if they are designated as spokesperson or representative of the Union and as such make representations. or presentations at meetings or hearings on . wages, salaries and .- working conditions; provided in each case advance arrangements for time away from the employee's work station or assignment are made with the appropriate department head or designee, and the County agency calling the meeting is responsible for determining that the attendance of the particular employee(s) is required. 4.2 Union Representatives. The Union shall designate three (3) representatives who shall be allowed time off on County time up to five. (5) hours per week per representative, for meetings during regular working hours when formally meeting and conferring in good faith or consulting with the Employee Relations Officer or other management representatives on matters within the scope of representation or for the reasons as provided in 4.1 .a-e. above. In order to minimize disruptions due to the representative's absence, the representative will coordinate known work assignments with his/her Division Manager; and, to the extent possible, the Department will coordinate SEW 535 SLS - 11 - 1995-99 MOU events within the representative's scope of responsibility which may arise during the representative's absence. 4.3 Social Service Office Stewards. The Union ,may designate three (3) stewards in the Social Service Department who may be allowed to attend meetings held on County time for the purposes provided in 4.1 .d above. In order to minimize disruptions due to the steward's absence, the steward will coordinate known work assignments with his/her Division Manager; and, to the extent possible, the Department will coordinate events within the steward's scope of responsibility which may arise during the steward's absence. 4.4 Department Notification. The Union shall notify in writing the Department Head or designee of those persons designated as official representatives and as stewards and of any changes of such designations when made. SECTION 5 - SALARIES 5.1 General Wage Increases A. Effective July 1 , 1996 each 'represented classification shall receive a general wage increase of thirty (30) levels on the County Salary Schedule (3.0439%). B. Effective October 1 , 1997 each represented classification shall receive a general wage increase of twenty (20) levels on the County Salary Schedule (2.0191 %) plus Tier III or thirty. (30) levels on the County Salary Schedule (3.0439%). 0 SEW 535 SLS - 12 - 1995-99 MOU C. Effective October 1 , 1998 each represented classification shall receive a general wage increase of thirty-five (35) levels _ on the County Salary Schedule (3.4567%). D. Lump Sum Payment. The July 1 , 1996 increase will be paid in a Lump Sum Payment to each employee for the months of July, August, September, and October 1996, without interest, computed as follows: Employee regular pay, overtime pay and other. earnings ordinarily computed as a percentage of base pay will be added together for each applicable pay period to determine the "Retro Pay Base" (RPB). This base will then be multiplied by three percent (3%) to arrive at the employee's lump sum payment. The payment amount thus computed will be added to the employee's December 10, 1996 paycheck where it will be listed separately as a "Lump Sum Payment" and will be subject to normal tax withholding and retirement deduction requirements. 5.2 New Pav Equity Master Agreement. The County and the below listed Employee Organizations which participated in the Pay Equity Study jointly agree to provisions in this new Pay Equity Master Agreement executed in May 1995. In executing this agreement, both the County and the participating Employee Organizations (CCCEA Local One, AFSCME Locals 2700 and 512, SEIU 535, California Nurses Association, Western Council of Engineers and the Appraisers' Association) state their intent that (1) the SEW 535 SLS - 13 - 1995-99 MOU Master Agreement contained provisions of the Pay Equity..; herein shall stand separate from other terms and conditions of employment which may be negotiated and adopted in this MOU between the County and the individual participating Employee Organizations, and that (2) the provisions of the Pay Equity Master Agreement will remain in place as the basis under which all represented pay equity classes will be granted adjustments until all remaining classes reach the trend line or until such time as the parties mutually agree to modify or terminate this agreement. This agreement shall be presented to the Contra Costa County Board of Supervisors as the joint recommendation of the undersigned. _ 1 . Scope of Agreement. The County and the participating Employee Organizations agree that provisions contained herein will fully supersede and replace the February 1993 Supplemental MOU on Pay Equity. 2. Adoption of Fixed Payout Formula. The County and the participating Employee Organizations agree to adopt a pay equity fixed payout formula described in below in 3. which will remain in effect until all pay equity classes are adjusted to the trend line, or until such time as the parties mutually agree to modify or terminate this agreement. 3. Operation of Formula. The pay equity fixed payout formula shall be computed as follows: The annual value of the general salary increase for all classifications represented only by the participating Employee Organizations (CCCEA Local One, AFSCME Locals 2700 and 512, SEIU Local 535, SEW 535 SLS - 14 - 1995-99 MOU California Nurses Association, Western Council of Engineers and the Appraisers' Association) and Management and Unrepresented employees, shall be totaled and multiplied by a factor of twenty percent (20%). The fixed amount of money derived from this calculation shall constitute the total pay equity increase for all classes below the trend line represented by. the participating Employee Organizations and for all Management and Unrepresented classes below the trend line. The manner in which the pay equity increase will be distributed to all represented classes below the trend line shall be determined by the participating Employee Organizations who shall consider only (1 ) whether classes farthest from the .trend line shall receive a greater percentage adjustment than classes closer to the trend line, and (2) at what percentage distance below the trend line to apply any differing percentage adjustment. If upon review, the County finds that the manner in which the Employee Organizations have structured the distribution is unacceptable, the County and the Employee Organizations shall meet and confer. 4. Effective Dates. The County agrees that any pay , equity increases will be effective 90 days from the effective date of any general salary increases. 5. Indemnification. Each participating union will promise not to bring or support comparable worth or pay equity litigation against Contra Costa SEW 535 SLS - 15 - 19.95-99 MOU County or any agent,. servant, officer, or employee of Contra Costa County and further promise that in the event litigation advancing comparable worth or pay equity claims is brought against the County or any of its agents, servants, officers, or employees, within five years from the effective date of this agreement by any person(s) employed or formerly employed in a class(es) represented by the participating unions, the union(s) representing such class(es) shall each pay up to five thousand dollars ($5000) of the County's attorney fees and costs; provided that the union is not named as a co-defendant in such litigation. 5.3 Entrance Salary. New employees shall generally be appointed at the minimum step of the salary range established for the particular class of position to which the appointment is made. However, the appointing authority may fill a particular position a step above the minimum of the range. 5.4 Anniversary Dates. Except as may otherwise be provided for in deep class resolutions, anniversary dates will be set as follows: a. New Employees. The anniversary date of a new employee is the first day of the calendar month after the calendar month when the employee suc- cessfully completes six (6) months service provided however, if an employee began work on the first regularly scheduled workday of the month the anniversary date is the first day of the calendar SEW 535 SLS - 16 - 1995-99 MOU month when the employee successfully completes six (6) months service. b. Promotions. The anniversary date of a promoted employee is determined as for a new employee in Subsection 5.4.a above. C. Demotions. The anniversary of a demoted employee is the first day of the calendar month after the calendar month when the demotion was effective. d. Transfer, Reallocation and Reclassification. The anniversary date of an employee who is transferred to another position or one whose position has been reallocated or reclassified to a class allocated to the same salary range or to a salary range which is within five percent (5%) of the top step of the previous classification, remains unchanged. e. Reemployments. The anniversary of an employee appointed from a reemployment list to the first step of the applicable salary range and not required to serve a probation period is determined in the same way as the anniversary date is determined for a new employee who is appointed the same date, classification and step and who then successfully completes the required probationary period. f. Transfer . Anniversary. Notwithstanding other provisions of this Section 5, the anniversary of an employee who is appointed to a classified position from outside the County's merit system at a rate above the minimum salary for the employee's new class, or who is transferred from another SEW 535 SLS - 17 - 1995-99 MOU governmental entity to this County's merit system, is one (1) year from the first day of the calendar month after the calendar month when the employee was appointed or transferred; provided however, when the appointment or transfer is effective on the employee's first regularly scheduled work day of that month, his/her anniversary is one (1) year after the first calendar day of that month. 5.5 Increments Within Range. The performance of each employee, except those employees already at the maximum salary step of the appropriate salary range, shall be reviewed on the anniversary date as set-- forth in Section 5.4.to determine whether the salary of the employee shall be advanced to the next higher step in the salary range. Advancement shall be granted on the affirmative recommendation of the appointing authority, based on satisfactory performance by the employee. The appointing authority may recommend denial of the increment or denial subject to one additional review at some specified date before the next anniversary which must be set at the time submitted by the Appointing Authority. Except as herein provided, increments within range shall not be granted more frequently than once a year, nor shall more than one (1) step within-range increment be granted at one time, except as otherwise provided in deep class resolutions. In case an appointing authority recommends denial of the within range increment on some particular anniversary date, but recommends a special salary review at some date before the next anniversary the special salary review shall not affect the regular salary review on the next anniversary date. Nothing herein shall be construed to make the granting of increments mandatory on the County. SEW 535 SLS - 18 - 1995-99 MOU If an operating department verifies in writing that an adminis- trative or clerical error was made in failing to submit the documents needed to advance an employee to the next salary step on the first of the month when eligible, said advancement shall be made retroactive to the first of the month when eligible. 5.6 Part-Time Compensation. A part-time employee shall be paid a monthly salary in the same. ratio to the full time monthly rate to which the employee would be entitled as a full, time employee under the provisions of this Section 5 as the number of hours per week in the employee's part- time work schedule bears to the number of hours in the full time work schedule of the department. The Social Service Department shall give reasonable consideration to requests for part-time assignments. 5.7 Compensation for Portion of Month. Any employee who works less than any full calendar month, except when on earned vacation or authorized sick leave, shall receive as compensation for services an amount which is in the same ratio to the established monthly rate as the number of days worked is to the actual working days in such employee's normal work schedule for the particular month; but if the employment is intermittent, compensation shall be on an hourly basis. 5.8 Position Reclassification. An employee who is an incumbent of a position which is reclassified to a class which is allocated to the same range of the basic salary schedule as is the class of the position before it was reclassified, shall be paid at the same step of the range as the employee received under the previous classification. SEW 535 SLS _ 19 - 1995-99 MOU An incumbent of a position which is reclassified to a class which is allocated to a lower range of the basic salary schedule shall continue to receive the same salary as before the reclassification, but if such salary is greater than the maximum of the range of the class to which the position has been reclassified, the salary of the incumbent shall be reduced to the maximum salary for the new classification. The salary of an incumbent of a position which is reclassified to a class which is allocated to a range of the basic salary schedule greater than the range of the class of the position before it was reclassified shall be governed by the provisions of Section 5. 10 - Salary on Promotion. 5.9 Salary Reallocation & Salary on Reallocation. A. In a general salary increase or decrease, an employee in a class which is reallocated to a salary range above or below that to which it was previously allocated, when the number of steps remain the same, shall be compensated at the same step in the new salary range the employee was receiving in the range to which the class was previously allocated. If the reallocation is from one salary range with more steps to a range with fewer steps or vice versa, the employee shall be compensated at the step on the new range which is in the same percentage ratio to the top step of the new range as was the salary received before reallocation to the top step of the old range, but in no case shall any employee be compensated at less than the first step of the range to which the class is allocated. B. In the event that a classification is reallocated from a salary range with more steps to a salary range SEW 535 SLS - 20 - 19.95-99 MOU with fewer steps on the salary schedule, apart from the general salary increase or decrease described in Section 5.9.A above, each incumbent of a position in the reallocated class shall be placed upon the step of the new range which equals the rate of pay received before the reallocation. In the event that the steps in the new range do . not contain the same rates as the old range, each incumbent shall be placed at the step of the new range which is next above the salary rate received in the old range, or if the new range does not contain a higher step, at the step which is next lower than the salary received in the old range. C. In the event an employee is in a position which is reallocated to a different class which is allocated to a salary range the same as above or below the salary range of the employee's previous class, the incumbent shall be placed at the step in the new class which equals the rate of pay received before reallocation. In the event that the steps in the range for the new class do not contain ,the same rates as the range for the old class, the incumbent shall be placed at the step of the new range which is next above the salary rate received in the old range; or if the new range does not contain a higher step, the incumbent shall be placed at the step which is next lower than the salary received in the old range. D. In the event of reallocation to a deep class, the provisions of the deep class resolution and incumbent salary allocations, if any, shall supersede Section 5.9. SEW 535 SLS - 21 - 1995-99 MOU 5.10 Salary on Promotion. Any employee who is appointed to a position of a class allocated to a higher salary range than the class previously occupied, except as provided under Section 5.14, shall receive the salary in the new salary range which is next higher than the rate received before promotion. In the event this increase is less than five percent (5%), the employee's salary shall be adjusted to the step in the new range which is at least five percent (5%) greater than the next higher step; provided, however, that the next step shall not exceed the maximum salary for the higher class. In the event of the appointment of a laid off employee from the layoff list to the class from which the employee was laid off, the employee shall be appointed at the step which the employee had formerly attained in the higher class unless such step results in a decrease in which case the employee is appointed to the next higher step. If however, the employee is being appointed . into a class allocated to a higher salary range than the class from which the employee was laid off, the salary will be calculated from the highest step the employee achieved prior to layoff, or from the employee's current step, whichever is higher. 5.11 Salary on Appointment From a Lavoff List. In the event of the appointment of a laid off employee from the layoff list to the class from which the employee was laid off, the employee shall be appointed at the step which the employee had formerly attained in the higher class unless such step results in an increase of less than five percent (5%), in which case the salary shall be adjusted to the step in the new range which is five percent (5%) greater than the next higher step, if the new range permits such adjustment. 5.12 Salary on Involuntary Demotion. Any employee who is demoted, except as provided under Section 5. 13, SEW 535 SLS - 22 - 1995-99 MOU shall have his/her salary reduced to the monthly salary step in the range for the class of position to which he/she has been demoted next lower than the salary received before demotion. In the event this decrease is less than five percent (5%), the employee's salary shall be adjusted to the step in the new range which is five percent (5%) less than the next lower step; provided., however, that the next step shall not be less than the minimum salary for the lower class. Whenever the demotion is the result of layoff, can- cellation of positions or displacement by another employee with greater seniority rights, the salary of the demoted employee shall be that step on the salary range which he/she would have achieved had he/she been continuously in the position to which he/she has been demoted, all within- range increments having been granted. 5.13 Salary on Voluntary Demotion. Whenever any employee voluntarily demotes to a position in a class having a salary schedule lower than that of the class from which he or she demotes, unless the Board provides otherwise by resolution, his or her salary shall remain the .same if the steps in his or her new (demoted) salary range permit, and if not, new salary shall be set at the step next below former salary. 5.14 Transfer. An employee who is transferred from one position to another as described under "Transfer" shall be placed at the step in the salary range of the new class which equals the rate of pay received before the transfer. In the event that the steps in the range for the new class do not contain thesame rates as the range for the old class, the employee shall be placed at the step of the new range which is next above the salary rate received in the. old range; or if the new range does not contain a higher step, the employee SEW 535 SLS - 23 - 1995-99 MOU shall be placed at the step which is next lower than the salary received in the old range. Whenever a permanent employee transfers to or from a deep class, as provided in the appropriate deep class resolution, the salary of the employee shall be set as provided in the deep class resolution at a step not to exceed a five percent (5%) increase in the employee's base salary. However, if the deep class transfer occurs to or from a deep class with specified levels identified for certain positions and their incumbents, the employee's salary in the new class shall be set in accordance with the section on "Salary on Promotion" if the employee is transferring to another class or to a level in a deep class for which the salary is at least five percent (5%) above the top base step of the deep class level or class in which they have status currently. 5.15 Pay for Work in Higher Classification. When an employee in a permanent position in the Merit System is required to work in a classification for which the compensation is greater than that to which the employee is regularly assigned, the employee shall . receive compensation for such work at the rate of pay established for the higher classification pursuant to Section 5.10 - Salary on Promotion of this MOU, commencing on the eighteenth (18th) work day of the assignment, under the following conditions: a. The employee is assigned to a program service, or activity established by the Board of Supervisors which is reflected in an authorized position which has been classified and assigned to the Salary Schedule. SEIU 535 SLS - 24 - 1995-99 MOU b. The nature of the departmental assignment is such that the employee in the lower classification becomes fully responsible for the duties of the position of the higher classification. C. Employees selected for the assignment will normally be expected to meet the minimum qualifications for the higher classification. d. Pay for work in a higher classification shall. not be utilized as a substitute for regular promotional procedures provided in this MOU. e. The appropriate authorization form has been submitted by the Department Head at least fifteen (15) days prior to the expiration of the seventeen (17) day waiting period and approved by the County Administrator. f. Higher pay assignments shall not exceed six (6) months except through reauthorization. g. If approval is granted for pay for work in a higher classification and the assignment is terminated and later reapproved for the same employee within thirty (30) days, no additional waiting period will be required. h. Any incentives (e.g., the education incentive) and special differentials (e.g., bilingual differential and hazardous duty differential) accruing to the employee in his/her permanent position shall continue. SEW 535 SLS - 25 - 1995-99 MOU I. During the period of work for higher pay in a higher classification, an employee will retain his/her permanent classification, and anniversary and salary review dates will be determined by time in that classification; except that if the period of work for higher pay in a higher classification exceeds one year continuous employment, the employee, upon satisfactory performance in the higher classification, shall be eligible for a salary review in that class on his/her next anniversary date. Notwithstanding any other salary regulations, the salary step placement of employees appointed to the higher class immediately following termination of the assignment, shall remain unchanged. This provision shall apply to Short Term Higher Level Reassignments in deep classes. j. Allowable overtime pay, shift differential and/or work location differentials will be paid on the basis of the rate of pay for the higher class. 5.16 Payment. On the tenth (10th) day of each month, the Auditor will draw a warrant upon the Treasurer in favor of each employee for the amount of salary due the employee for the preceding month; provided, however, that each employee (except those paid on an hourly rate) may choose to receive an advance on the employee's monthly salary, in which case the Auditor shall, on the twenty-fifth (25th) day of each month, draw his warrant upon the Treasurer in favor of such employee. The advance shall be in an amount equal to one-third (1/3) or less, at the employee's option, of the employee's basic salary of the previous month except that it shall not exceed SEW 535 SLS - 26 - 1995-99 MOu the amount of the previous ;month's basic salary less all requested or required deductions. The election to receive an advance shall be made on or before April 30 or October 31 of each year or during the first month of employment by filing on forms prepared by the Auditor-Controller a notice of election to receive salary advance. Each election shall become effective on the first day of the month following the deadline for filing the notice and shall remain effective until revoked. In the case of an election made pursuant to this Section 5.17, all required or requested deductions from salary shall be taken from the second installment, which is payable on the tenth (10th) day of the following month. 5.17 Pay Warrant Errors. If an employee receives a pay warrant which has an error in the amount of compensation to be received and if this error occurred as a result of a mistake by the Auditor-Controller's Department, it is the policy of the Auditor-Controller's Department that the error will be corrected and a new warrant issued within 48 hours, exclusive of Saturdays, Sundays and Holidays from the time the department is made aware of and verifies that the pay warrant is in error. Pay errors discovered by the County in employee pay shall be corrected as soon as possible as to current pay rate but that no recovery of either overpayments or underpayments to an employee shall be made retroactively except for the two (2) year period immediately preceding discovery of the pay error. This provision shall apply regardless of whether the error was made by the employee, the Appointing SEW 535 SLS - 27 - 1995-99 MOu Authority or designee, the Director of Human Resources or designee, or the Auditor-Controller or designee. Recovery of fraudulently accrued over or underpayments are excluded from this section for both parties. When the County notifies an employee of an overpayment and a proposed repayment schedule, the employee may accept the proposed repayment schedule or may request a meeting through the County Human Resources Department. If requested, a meeting shall be held to determine a repayment schedule which shall be no longer than one and one-half times (1 -1/2) the length of time the overpayment occurred. SECTION 6 - DAYS AND HOURS OF WORK 6.1 Normal Work Week & Deviations. The normal work week of County employees is forty (40) hours between 12:01 a.m. Monday to 12:00 midnight Sunday, usually five (5) eight (8) hour days; however, where operational requirements of a department require deviations from the usual pattern of five (5) eight (8) hour days per'work week, an employee's work hours may be scheduled to meet these requirements, but his working time shall not exceed an average of forty (40) hours per seven (7) day period throughout an operational cycle, and the Department Head shall prepare written schedules in advance to support all deviations, the schedules to encompass the complete operational cycle contemplated. 6.2 Staggered Work Schedule. The Social Service Department shall continue to operate a staggered work schedule plan. Office hours shall remain open to the public SEW 535 SLS - 28 - 1995-99 MOU from 8:00 a.m. to 5:00 A. Monday through Friday. Permanent full time employees shall have the option to select, subject to prior approval of the department, an eight (8) hour day, forty (40) hour workweek schedule consisting of work hours which may be other than the normal 8:00 a.m. to 5:00 p.m. or 4:30 p.m. work schedule. The following shall serve as the basic criteria for the staggered shift: a. All employees must be present at their office or otherwise engaged in the duties of their position during the core hours of 10:00 a.m. and 3:30 p.m. b. Work schedules must remain within the hours of 7:00 a.m. and 7:00 p.m. C. The selected staggered work schedule shall consist of the same hours of work each day except for when a schedule including one varying eight (8) hour workday is necessary to provide "officer of the day" coverage or for other specific circumstances in which the department determines that such a varying schedule is appropriate. The decision of the Department Head or designee shall be final. d. Lunch periods of one (1) or one half (1/2) hour shall be scheduled. In the event that the employee desires to change the scheduled lunch hour from one (1) hour to one half (Y2) hour, or from one half ('/2) hour to one (1) hour, that change must be approved in advance by the Department Head or designee. Lunch periods shall be taken within one (1) hour of the midpoint of the employee's scheduled workday. SEW 535 SLS - 29 - 1995-99 MOU e. Each work unit designated by placement under a single line supervisor shall have at least one line worker in the office during the hours of 8:00 a.m. to 5:00 p.m. Each such unit shall also have at least one additional line worker in the office or otherwise engaged in the duties of their positions during the hours of 8:00 a.m. and 4:30 p.m. There are two (2) situations in which exceptions may be made to these minimum coverage provisions. Units which are placed under a single supervisor but which are split between two (2) or more buildings may be clustered with another unit of a like program function in the immediate work areas of the same building for the purpose of maintaining minimum coverage during the time period between 4:30 p.m. and 5:00 p.m. A unit of three (3) or fewer workers may be clustered with another unit of a like program function in the immediate work area for purpose of maintaining minimum coverage, provided that the total number of workers in the units so clustered shall not exceed eight (8). f. Each employee's proposed staggered schedule must be submitted in writing and approved by the Department Head or designee prior to implementation. g. Changes in staggered schedules shall be requested in writing and must have the approval of the Department Head or designee prior to implementation. h. Conflicting ' requests for schedules shall be resolved by the Department Head whose decision shall be final. SEW 535 SLS - 30 - 1995-99WOU I. In the. event coverage within a location becomes temporarily reduced as a result of scheduling revisions or absenteeism, employees will be. expected to assure that the necessary functions are performed, particularly the ' answering of telephones. j. It is understood that an individual employee's schedule may be changed due to the needs of the department. k. In the event this staggered scheduling provision is found by the department to be inconsistent with the needs of the department, the department shall so advise representatives of Local 535 and the County and the Union shall meet and confer in an attempt to resolve the inconsistency. 6.3 9/80 Schedules. The practice within the Social Service Department governing the authorization for certain employees to work a schedule of eight (8) nine (9) hour days and one (1) eight hour day in . a two (2) week scheduling period shall continue, unless the parties mutually agree to changes in such practice. SECTION 7 - PAID PERSONAL LEAVE Effective January 1 , 1997, employees in the Social Services First-Line Supervisors Unit will be credited with fifty (50) hours of paid personal leave to recognize the fact that these employees do not and will not receive payment for overtime. Said fifty (50) hours must be used during the calendar year in which credited and may not be carried forward. This paid SEW 535 SLS - 31 - 1995-99 MOU personal leave is separate from paid vacation and will be accounted for accordingly. Upon separation from County service, there shall be no payoff of unused personal leave credits. Administration of paid personal leave shall be administered in accordance with provisions of Administrative Bulletin 323. SECTION 8 - CALL BACK TIME If approved by the County Administrator's Office, any employee assigned to the Emergency Response Program who is called back to duty shall be paid time and one-half for the actual time worked plus one (1) hour. Such employee called back shall be paid a minimum of two (2) hours at.time and one-half for each call back. SECTION 9 - ON-CALL DUTY If approved by the County Administrator's Office, on-call duty is any time other than time when the employee is actually on duty during which an employee is not required to be on County premises but stand ready to immediately report for duty and must arrange so that his/her superior can reach him/her on ten (1 0) .minutes notice or less. Any employee assigned to the Emergency Response Program who is assigned to on-call time shall be paid one (1) hour of straight time credit for each four (4) hours on such on-call time. Those positions which are on-call shall be designated by the appointing authority whose decision is final. Assignment to an on-call position shall be in accordance with Section 38. SEW 535 SLS - 32 - 1995-99 MOU SECTION 10 - SHIFT DIFFERENTIAL In the hours which qualify for shift differential, employees shall receive five percent (5%) above their base salary rate. To qualify for shift differential, an employee must have a regularly assigned daily work schedule which requires: a. Completion of more than one and one-half (1 -1/2) hours over the normal actual working time; or b. At least four (4) hours of actual working time from 5:00 p.m. through 9:00 a.m. inclusive. However, employees who have been regularly working a shift qualifying for shift differential immediately preceding the commencement of a vacation, paid sick leave period, paid disability or other paid leave, will have shift differential included in computing the pay for their leave. The paid leave of, an employee who is on a rotating shift schedule shall include the shift differential that would have been received had the employee worked the shift for which the employee was scheduled during such period. Shift differential shall only be paid during paid sick leave and paid disability as provided above for the first thirty (30) calendar days of each absence. SEW 535 SLS - 33 - 1995-99 MOU SECTION 11 - SENIORITY,..:WORKFORCE REDUCTION, LAYOFF & REASSIGNMENT 11 .1 Workforce Reduction. In the event that funding reductions or shortfalls in funding occur in a department or, are expected, which may result in layoffs, the department will notify the union and take the following actions: a. Identify the classifications) in which position reductions may be required due to funding reductions or shortfalls. b. Advise employees in those classifications that position reductions may occur -in their classifications. C. Accept voluntary leaves of absence from employees in those classifications which do not appear to be potentially impacted by possible position reductions when such leaves can be accommodated by the department. d. Consider employee requests . to reduce their position hours from full time to part-time to alleviate the impact of the potential layoffs. e. Approve requests for reduction in hours, lateral transfers, and voluntary demotions to vacant, funded positions in classes not scheduled for layoffs within the department, as well as to other departments not experiencing funding reductions or shortfalls when it is a viable operational alternative for the department(s). SEW 535 SLS - 34 - . 1995-99 MOU f . f. Review various alternatives which will help mitigate the impact of the layoff by working through the Tactical Employment Team program (TET) to: 1 . Maintain an employee skills inventory bank to be used as a basis for referrals to other employment opportunities. 2. Determine if there are other positions to which employees may be transferred. 3. Refer interested persons to vacancies which occur in other. job classes for which they qualify and can use their layoff eligibility. 4. Establish workshops to aid laid off employees in areas such as resume preparation, alternate career counseling, job search strategy, and interviewing skills. g. When it appears to the Department Head and/or Employee Relations Officer that the Board of Supervisors may take action which will result in the layoff of employees in a representation unit, the Employee Relations Officer shall notify the Union of the possibility of such layoffs and shall meet and confer with the Union regarding the implementation of the action. 11 .2 Separation Through Lavoff A. Grounds for Layoff. Any employee(s) having permanent status in position(s) in the Merit System may be laid off when the position is no longer necessary, or for reasons of economy, lack of SEW 535 SLS -_35 - 1995-99 MOu work, lack of funds or for such other reason(s) as the Board of Supervisors deems sufficient for abolishing the position(s). B. Order of Layoff. The order of layoff in a department shall be based on inverse seniority in the class of positions, the employee in that department with least seniority being laid off first and so on. C. Layoff By Displacement. 1 . In the Same Class. A laid off permanent full time employee may displace an employee in the department having less seniority in the same class who occupies a permanent- intermittent or permanent .part-time position, the least senior employee being displaced first. 2. In the Same Level or Lower Class. A laid off or displaced employee who had achieved permanent status in a class at the same or lower salary level as determined by the salary schedule in effect at the time of layoff may displace within the department and in the class of an employee having less seniority; the least senior employee being displaced first, and so on with senior displaced employees displacing junior employees. . D. Particular Rules on Displacing. 1 . Permanent-intermittent and permanent part- time employees may displace only employees SEW 535 SLS - 36 - 1995-99 MOU holding permanent positions of the same type respectively. 2. A permanent full time employee may displace any intermittent or part-time employee with less seniority 1) in the same class or, 2) in a class of the same or lower salary level if no full time employee in a class at the same or lower salary level has less seniority than the displacing employees. 3. Former permanent full time employees who have voluntarily become permanent part-time employees for the purpose of reducing the impact of a proposed layoff with the written approval of the Director of Human Resources or designee retain their permanent, full time employee seniority rights for layoff purposes only and may in a later layoff displace a full time employee with less seniority as provided in these rules. E. Seniority. An employee's seniority within a class for layoff and displacement purposes shall be determined by adding the employee's length of service in the particular class in question to the employee's length of service in other classes at the same or higher salary levels as determined by the salary schedule in effect at the time of layoff. Employees reallocated or transferred without examination from one class to another class having a salary within five percent (5%) of the former class, as provided in Personnel Management Regulations Section 305.2, shall carry the seniority accrued in the former class into SEW 535 SLS - 37 - 1995-99 MOU the new class. Employees reallocated to a new deep class upon its initiation or otherwise reallocated to a deep .class because the duties of the position occupied are appropriately described in the deep class shall carry into the deep class the seniority accrued or carried forward in the former class as provided 'in Personnel_ Management Regulations Section 305.2 and seniority accrued in other classes which have been included in the deep class. Service for layoff and displacement purposes includes only the employee's last continuous . permanent County employment. Periods of separation may not be bridged to extend such service unless the separation is a--result of layoff in which case bridging will be authorized if the employee is reemployed in a permanent position within ' the period of layoff . eligibility. Approved leaves of absence as provided for in these rules and regulations shall not .constitute a period of separation. In the event of ties in seniority rights in the particular class in question, such ties shall be broken by length of last continuous permanent County employment. If there remain ties in seniority rights, such ties shall be broken by counting total time in the department in permanent employment. Any remaining ties shall be broken by random selection among the , employees involved. F. Eligibility for Layoff List. Whenever any person who has permanent status is laid off, has been displaced, has been demoted by displacement or has voluntarily demoted in lieu of layoff or displacement, or has transferred in lieu of layoff or displacement, the person's name shall be placed SEW 535 SLS - 38 - 1995-99 MOU on the layoff list for. the class of positions from which that person has been removed. G. Order of Names on Layoff. First, layoff lists shall contain the names of persons laid off, displaced, or demoted as a result of a layoff or displacement, or who have voluntarily demoted or transferred in lieu of layoff or displacement or who have transferred in lieu of layoff or displacement. Names shall be listed in order of layoff seniority in the class from which laid off, displaced, demoted or transferred on the date of layoff, the most senior person listed first. In case of ties in seniority, the seniority rules shall apply except that whore there is a class seniority tie between persons laid off from different departments, the tie(s) shall be broken by length of last continuous permanent County employment with remaining ties broken by random selection among the employees involved. H. Duration of Layoff and Reemployment Rights. The name of any person granted reemployment privileges shall continue on the appropriate list for a period of two (2) years. Persons placed on layoff lists shall continue on the appropriate list for a period of four (4) years. I. Certification of Persons From Layoff Lists. Layoff lists contain the name(s) of person(s) laid off, displaced or demoted by displacement or voluntarily demoted in lieu of layoff or displacement or transferred in lieu of layoff or displacement. When a request for personnel is received from the appointing authority of a department from which an eligible(s) was laid off, the appointing authority SEW 535 SLS - 39 - 1995-99 MOU shall receive and appoint the eligible highest on the layoff list from the department. When a request for personnel is received from a department from which an eligible(s) was not laid off, the appointing authority shall receive and appoint the eligible highest on the layoff list who shall be subject to a probationary period. A person employed from a layoff list shall be appointed at the same step of the salary range the employee held on the day of Layoff. J. Removal of Names from Reemployment & Layoff Lists. 1 . The Director of Human Resources may remove the name of any eligible from a reemployment or layoff list for any reason listed below: a. For any cause stipulated in Section 404.1 of the Personnel Management Regulations. b. On evidence that the eligible cannot be located by postal authorities. c. On receipt of a statement from the appointing authority or eligible that the eligible declines certification or indicates no further desire for appointment in the class. d. If three (3) offers of permanent appointment to the class for which the SEIU 535 SLS - 40 - 1995-99 MOU eligible list was established have been declined by the eligible. e. If the eligible fails to respond to the Director of Human Resources or the appointing authority within ten (1.0) days to written notice of certification mailed to the person's last known address. 2. If the person on the reemployment or layoff list is appointed to another position in the same or lower classification, the name of the person shall be removed. 3. However, if the first permanent appointment of a person on a layoff list is to a lower class which has a top step salary lower than the top step of the class from which the person was laid off, the name of the person shall not be removed from the layoff list. Any subsequent appointment of such person from the layoff list shall result in removal of that person's name. K. Removal of Names from Reemployment and Layoff Certifications. The Director of Human Resources may remove the name of any eligible from a reemployment or layoff certification if the eligible fails to respond within five (5) days to a written notice of certification mailed to the person's last known address. 11 .3 Notice. The County agrees to give employees scheduled for layoff at least ten (10) work days notice prior to their last day of employment. SEW 535 SLS - 41 - 1995-99 MOU 11 .4 Special Employment Lists. The County will establish a TET Employment Pool which will include the names of all laid off County employees. Special employment lists for job classes may be established from the pool. Persons placed on a special employment list must meet the minimum qualifications for the class. An appointment from such a list will not affect the individual's status on a layoff list(s). 11 .5 Reassignment of Laid Off Employees. Employees who displaced within the same classification from full time to part-time or intermittent status in a layoff, or who voluntarily reduced their work hours to reduce the impact of layoff, or who accepted a position of another status than that from which they were laid off upon referral from the layoff list, may request reassignment back to their pre-layoff status (full time or part-time or increased hours). The request must be in writing in accord with each department's reassignment bid or selection process. Employees will be advised of the reassignment procedure to be followed to obtain reassignment back to their former status at the time of the workforce reduction. The most senior laid off employee in this status who requests such a reassignment will be selected for the vacancy; except when a more senior laid off individual remains on the layoff list and has not been appointed back to the class from which laid off, a referral from the layoff list will be made to fill the vacancy. 11 .6 Further Study. The County agrees to meet with the Labor Coalition for study of the concept of employee's waiver of displacement rights in a layoff. SEW 535 SLS - 42 - 1995-99 MOU SECTION 12 - HOLIDAYS. 12.1 Holidays Observed. The County will observe the following holidays: A. January 1 st, known as New Years Day Third Monday in January known as Dr. M. L. King, Jr. Day Third Monday in February, known as Presidents Day The last Monday in May, known as Memorial Day July 4th, known as Independence Day First Monday in September, known as Labor Day November 11 th, known as Veteran's Day Fourth Thursday in November, known as Thanksgiving Day The Friday after Thanksgiving December 25th, known as Christmas Day Such other days as the Board of Supervisors may by resolution designate as holidays. B. Each full time employee shall accrue two (2) hours of personal holiday credit per month. Such personal holiday time may be taken in increments of one-half (1/2) hour, and preference of personal holidays shall be given to employees according to their seniority in their department as reasonably as possible. No employee may accrue more than forty (40) hours of personal holiday credit. C. Permanent part-time employees shall receive personal holiday credit in the same ratio to the personal holiday credit given full time employees as the number of hours per week in the part-time employee's schedule bears to the number of hours in the regular full time schedule. SEW 535 SLS - 43 - 1995-99 MOU D. Employees shall accrue their personal holiday credit during months they are in pay status provided however that no employee may accrue more than forty (40) hours of personal holiday credit. On separation from County -service, an employee shall be paid for any unused personal credits at the employee's then current pay rate. E. Employees in positions which work around the clock shall continue to celebrate Admission Day, Columbus Day, and Lincoln's Birthday. 12.2 Observation of Holidays Falling on Saturday or Sunday. .If any holiday listed in Section 12.1 .A above falls on a Saturday, it shall be observed on the preceding Friday. If any holiday listed in Section 12.1 .A falls on a Sunday, it shall be observed on the following Monday. SECTION 13 - VACATION LEAVE 13.1 Vacation Allowance. Employees in permanent positions are entitled to vacation with pay. Accrual is based upon straight time hours of working time per calendar month of service and begins on the date of appointment to a per- manent position. Increased accruals begin on the first of the month following the month in which the employee qualifies. Accrual for portions of a month shall be in minimum amounts of one (1) hour calculated on the same basis as for partial month compensation pursuant to Section 5.7 of this MOU. Vacation may be taken in increments of one-half (1/2) hour. Vacation may not be taken during the first six (6) months of employment (not necessarily synonymous with probationary status) except where sick leave has been SEW 535 SLS - 44 - 1995-99 MOU exhausted; and none shall be allowed in excess of actual accrual at the time vacation is taken. Vacation Leave on Reemployment From a Layoff List. Employees with six (6) months or more service in a permanent position prior to their layoff, who are employed from a layoff list, shall be considered"as having completed six months tenure in a permanent position for the purpose of vacation leave. The appointing authority or designee will advise the Auditor-Controller's Payroll Unit in each case where such vacation is authorized so that appropriate Payroll system override actions can be taken. 13.2 Vacation Accrual Rates. Monthly Maximum Accrual Cumulative Length of Service Hours Hours Under 15 years 10 240 15 through 19 years 13-1/3 320 20 through 24 years 16-2/3 400 25 through 29 years 20 480 30 years and up 23-1/3 560 Employees in permanent part-time and permanent- intermittent positions shall accrue vacation benefits on a pro-rata basis as provided in Section 36-1 .006 of Board Resolution 81/1165. 13.3 Vacation Accrual During Leave Without Pay. No employee who has been granted a leave without pay or unpaid military leave shall accrue any vacation credit during the time of such leave, nor shall an employee who is absent without pay accrue vacation credit during the absence. SEW 535 SLS - 45 - 1995-99 MOU 13.4 Vacation Allowance for Separated Employees. On separation from County service, an employee shall be paid for any unused vacation credits at the employee's then current pay rate. 13.5 Vacation Preference. Preference of vacation shall be given to employees according to their seniority in their department as much as is reasonably possible. SECTION 14 - SICK LEAVE 14.1 Purpose of Sick Leave. The primary purpose of paid sick leave is to ensure employees against loss of pay for temporary absences from work due 'to illness or injury. It is a benefit extended by the County and may be used only as authorized; it is not paid time off which employees may use for personal activities. 14.2 Credits to and Charqes Against Sick Leave. Sick leave credits accrue at the rate of eight (8) working hours credit for each completed month of service, as prescribed by County Salary Regulations. Employees who work a portion of a month are entitled to a pro rata share of the monthly sick leave credit computed on the same basis as is partial month compensation. Credits to and charges against sick leave are made in minimum amounts of one-tenth hour (6 minutes) increments. Unused sick leave credits accumulate from year to year. When an employee is separated other than through retirement, accumulated sick leave credits shall be SEW 535 SLS - 46 - 1995-99 MOu } cancelled, unless the separation results from layoff, in which case the accumulated credits shall be restored if reemployed in a permanent position within the period of lay off eligibility. As of the date of retirement, an employee's accumulated sick leave is converted to retirement on the basis of one (1) day of retirement service credit for each day of accumulated sick leave credit. 14.3 Policies Governing the Use of Paid Sick Leave. As indicated above, the primary purpose of paid sick leave is to ensure employees against loss of pay for temporary absences from work due to illness or injury. The-following definitions apply: Immediate Family means and includes only the spouse, son, stepson, daughter, stepdaughter, father, stepfather, mother, stepmother, brother, sister, grandparent, grandchild, niece, nephew, father-in-law, mother-in-law, daughter-in-law, son- in-law, brother-in-law, sister-in-law, foster children, aunt, uncle, cousin, stepbrother, or stepsister of an employee and/or includes any other person for whom the employee is the legal guardian or conservator, or any person who is claimed as a "dependent" for IRS reporting purposes by the employee. Employee means any person employed by Contra Costa County in an allocated position in the County service. Paid Sick Leave Credits means those sick leave credits provided for by County Salary Regulations and memoranda of understanding. SEW 535 SLS - 47 - 1995-99 MOU Condition/Reason. With respect to necessary verbal contacts and confirmations which occur between the department and the employee when sick leave is requested or verified, a brief statement in non-technical terms from the employee regarding inability to work due to injury or illness is sufficient. Accumulated paid sick leave credits may be used, subject to appointing authority approval, by an employee in pay status, but only in the following instances: a. Temporary Illness or Injury of an Employee. Paid sick leave credits may be used when the employee is off work because of a temporary illness_or injury. b. Permanent Disability Sick Leave. Permanent disability means the employee suffers from a disabling physical injury or illness and is thereby prevented from engaging in any County occupation for which the employee is qualified by reason of ,education, training or experience. Sick leave may be used by permanently disabled employees until all accruals of the employee have been exhausted or until the employee is retired by the Retirement Board, subject to the following conditions: 1 . An application for retirement due to disability has been filed with the Retirement Board. 2. Satisfactory medical evidence of such disability is received by the appointing authority within thirty (30) days of the start of use of sick leave for permanent disability. SOU 535 SLS - 48 - 1995-99 MOU l' sz 3. The appointing authority may review medical evidence and order further examination as deemed necessary, and may terminate use of sick leave when such further examination demonstrates that the employee is not disabled, or when the appointing authority determines that the medical evidence submitted by the employee is insufficient, or where the above conditions have not been met. c. Communicable Disease. An employee may use paid sick Leave credits when under a physician's order to remain secluded due to exposure to a communicable disease. d. Sick Leave Utilization for Pregnancy Disabilitx. Employees whose disability is caused or contributed to by pregnancy, miscarriage, abortion, childbirth, or recovery therefrom, shall be allowed to utilize sick leave credit to the maximum accrued by such employee during the period of such disability under the conditions set forth below: 1 . Application for such leave must be made by the employee to the appointing authority accompanied by a written statement of disability from the employee's attending physician. The statement must address itself to the employee's general .physical condition having considered the nature of the work performed by the employee; and it must indicate the date of the commencement of the disability as well as the date the. physician , anticipates the disability to terminate. SEW 535 SLS - 49 - 1995-99 MOU 2. If an employee does not apply for leave and the appointing authority believes that the employee is not able to properly perform her work or that her general health is impaired due to disability caused or contributed to by pregnancy, miscarriage, abortion, childbirth or recovery therefrom the employee shall be required to undergo a physical examination by a physician selected by the County. Should the medical report so recommend, a mandatory leave shall be imposed upon the employee for the duration of the disability. 3. Sick leave may not be utilized after the employee has been released from the hospital unless the employee has provided the County with a written statement from her attending physician stating that her disability continues and the projected dates of the employee's recovery from such disability. e. Medical & Dental Appointments. An employee may use paid sick leave credits: 1 . For working time used in keeping medical and dental appointments for the employee's own care; and 2. For working time used by an employee for prescheduled medical and dental appointments for an immediate family member. f. Emergency Care of Family. An employee may use paid sick leave credits for working time used in SEW 535 SLS - 50 - 1995-99 MOU cases of illness or injury to an immediate family member. g. Death of Family Member. An employee may use paid sick leave credits for working time used because of a death in the employee's immediate family or of the employee's domestic partner, but this shall not exceed three (3) working days, plus up to two (2) days of work time for necessary travel. Use of additional_ accruals including sick leave when appropriate, may be authorized in conjunction with the bereavement leave at the discretion of the appointing authority. h. Legal Adoption of a Child. Paid sick leave credits may be used by an employee upon adoption of the child. i. Accumulated paid sick leave credits may not be used in the following situations: 1 . Vacation. Paid sick leave credits may not be used for an employee's illness or injury which occurs while he is on vacation but the County Administrator may authorize it when extenuating circumstances exist and the appointing authority approves. 2. Not in Pay Status. Paid sick leave credits may not be used when the employee would otherwise be eligible to use paid sick leave credits but is not in pay status. 14.4 Administration of Sick - Leave. The proper administration of sick leave is a responsibility of the SEW 535 SLS - 51 - 1995-99 MOU employee and the department head. The following procedures apply: A. Employee Responsibilities. 1 . Employees are responsible for notifying their department of an absence prior to the commencement of their work shift or as soon thereafter as possible. Notification shall include the reason and possible duration of the absence. 2. Employees are responsible for keeping their department informed on a continuing basis of their condition and probable date of return to work. I Employees are responsible for obtaining advance approval from their supervisor for the scheduled time of pre-arranged personal or family medical and dental appointment. 4. Employees are encouraged to keep the department advised of (1) a current telephone number to which sick leave related inquiries may be directed, and (2) any condition(s) and/or restriction(s) that may reasonably be imposed regarding specific locations and/or persons the department may contact to verify the employee's sick leave. B.. Department Responsibilities. The use of sick leave may properly be denied if these procedures are not followed. Abuse of sick leave on the part of the employee is cause for disciplinary action. SEW 535 SLS - 52 - 1995-99 MQU Departmental approval of sick leave is a certification of the legitimacy of the sick leave claim. The department head or designee may make reasonable inquiries about employee absences. The department may require medical verification for an absence of three (3) or more working days. The department may also require medical verification for absences of less than three (3) working days for probable cause if the employee had been notified in advance in writing that such verification was necessary. Inquiries may be made in the following ways: 1 . Calling the employee's residence telephone number or other contact telephone number provided by the employee ' if telephone notification was not made in accordance with departmental sick leave call-in guidelines. These inquiries shall be subject to any restrictions imposed by the employee under Section 14.4.A. 2. Obtaining the employee's signature on the Absence/Overtime Record, or on another form established for that purpose, as employee certification of the legitimacy of the claim. 3. Obtaining the employee's written statement of explanation regarding the sick leave claim. 4. Requiring the employee to obtain a physician's certificate or verification of the employee's illness, date(s) the employee was incapacitated, and the employee's ability to return to work, as specified above. SEW 535 SLS - 53 - 1995-99 MOU 5 In absences of an extended nature, requiring the employee to obtain from their physician a statement of progress and anticipated date on which the employee will be able to return to work, as specified above. Department heads are responsible for establishing timekeeping procedures which will insure the submission of a time card covering each employee absence and for operating their respective offices in accordance with these policies and with clarifying regulations issued by the Office of the County Administrator. . To help assure uniform policy application, the__ Human Resources Director or designated management staff of the County Human Resources Department should be contacted with respect to sick leave determinations about which the department is in doubt. 14.5 Disabili A. An employee physically or mentally incapacitated for the performance of duty is subject to dismissal, suspension or demotion, subject to the County Employees Retirement Law of 1937. An appointing authority after giving notice may place an employee on leave if the appointing authority has filed an application for disability retirement for the employee, or whom the appointing authority believes to be temporarily or permanently physically or mentally incapacitated for the performance of the employee's duties. B. An appointing authority who has reasonable cause to believe that there are physical or mental health SEW 535 SLS - 54 - 1995-99 MOu conditions present in an employee which endanger the health or safety of the employee, other employees, or the public, or which impair the employee's performance of duty, may order the employee to undergo at County expense and on the employee's paid. time, a physical, medical and/or psychiatric examination by a licensed physician and receive a report of the findings on such examination. If the examining physician recommends that treatment for physical or mental health problems, including leave, are in the best interests of the employee or,the County in relation to the employee overcoming any disability and/or performing his or her duties the appointing authority may direct the employee to take such leave and/or undergo such treatment. C. Leave due to temporary or permanent disability shall be without prejudice to the employee's right to use sick leave, vacation, or any other benefit to which the employee is entitled other than regular salary. The Human Resources Director may order lost pay restored for good cause and subject to the employee's duty to mitigate damages. D. Before an employee returns to work from any absence for illness or injury, other leave of absence or disability leave, exceeding two (2) weeks in duration, the appointing authority may order the employee to undergo at County expense a physical, medical, and/or psychiatric examination by a licensed physician, and may consider a report of the findings on such examination. If the report shows that such employee is physically or mentally incapacitated for the performance of duty, the SEW 535 SLS - 55 - 1995-99 MOU appointing authority may take such action as he/she deems necessary in accordance with appropriate provisions of this MOU. E. Before an employee is placed on an unpaid leave of absence or suspended because of physical or mental incapacity under (a) or (b) above, the employee shall be given notice of the proposed leave of absence or suspension by letter or memorandum, delivered personally or by certified mail, containing the following: 1 . a statement of the leave of absence or suspension proposed; 2. the proposed dates or duration of the leave or suspension which may be indeterminate until a certain physical or mental health condition has been attained by the employee; 3. a statement of the basis upon which the action is being taken; 4. a statement that the employee may review the materials upon which the action is taken; 5. a statement that the employee has until a specified date (not less than seven (7) work days from personal delivery or mailing of the notice) to respond to the appointing authority orally or in writing. F. Pending response to the notice the appointing authority for cause specified in writing may place SEW 535 SLS - 56 - 1995-99 MOU the employee on a temporary leave of absence, with pay. G. The employee to whom the notice has been delivered or mailed shall have seven (7) work days to respond to the appointing authority either orally or in writing before the proposed action may be taken. H. After having complied with the notice requirements above, the appointing authority may order the leave of absence or suspension in writing stating specifically the basis upon which the action is being taken, delivering the order to the employee either personally or by certified mail, effective either upon personal delivery or deposit in the U.S. Postal Service. I. An employee who is placed on leave or suspended under this section may, within ten (10) calendar days after personal delivery or mailing to the employee of the order, appeal the order in writing through the Director of Human Resources to the Merit Board. Alternatively, the employee may file a written election with the Director of Human Resources waiving the employee's right to appeal to the Merit Board in favor of appeal to a Disability Review Arbitrator. J. In the event of an appeal either to the Merit Board or the Disability Review Arbitrator, the employee has the burden of proof to show that either: 1 . the physical or mental health condition cited by the appointing authority does not exist, or SEW 535 SLS - 57 - 1995-99 MOU 2. the physical or mental health condition does exist, but it is not sufficient to prevent, preclude, or impair the employee's performance of duty, or is not sufficient to endanger the health or safety of the employee, other employees, or the public. K. If the appeal is to the Merit Board, the order and appeal shall be transmitted by the Director of Human Resources to the Merit Board for hearing under the Merit Board's Procedures, Section 1114- 1128 inclusive. Medical reports submitted in evidence in such hearings shall remain confidential information and shall not be a part of the public record. L. If the appeal is to a Disability Review Arbitrator, the employee (and his/her representative) will meet with the County's representative to mutually select the Disability Review Arbitrator, who may be a de facto arbitrator, or a physician, or a rehabilitation specialist, or some other recognized specialist mutually selected by the parties. The arbitrator shall hear and review the evidence. The decision of the Disability Review Arbitrator shall be binding on both the County and the employee. Scope of the Arbitrator's Review. 1 . The arbitrator may affirm, modify or revoke the leave of absence or suspension. 2. The arbitrator may make his/her decision based only on evidence submitted by the County and the employee. SEW 535 SLS - 58 - 1995-99 MOU 3. The arbitrator may order back pay or paid sick leave credits for any period of leave of absence or suspension if the leave or suspension is found not to be sustainable, subject to the employee's duty to mitigate damages. 4. The arbitrator's fees and expenses shall be paid one-half by the County and one-half by the employee or employee's association. M. It is understood that the benefits specified in Sections 14 and 15 shall be coordinated with the rehabilitation program as determined by the labor- management committee. N. No employee who has been granted a leave without pay or unpaid military leave shall accrue any sick leave credits during the time of such leave, nor shall an employee who is absent without pay accrue sick leave credits during the absence. SECTION 15 - WORKERS' , COMPENSATION. AND CONTINUING PAY 15.1 Workers' Compensation. A permanent employee shall receive 88% of regular monthly salary during any period of compensable temporary disability absence not to exceed one year. For all accepted claims filed with the County on or after January 1 , 1997, the percentage of pay for employees entitled to Workers' Compensation shall be decreased from 88% to 87%. for all accepted claims filed with the County on or after January 1 , 1997. All savings SEW 535 SLS - 59 - 1995-99 MOU generated will be used toward offsetting chargeable increases in County subvention of premiums for health and dental plans. If Workers' Compensation becomes taxable, the County agrees to restore the former benefit level (100% of monthly salary) and the parties shall meet and confer with respect to funding the increased cost. A. Waiting Period. Employees who leave work as a result of an on-the-job injury will have the balance of that day charged to continuing pay, sick leave and/or vacation accruals. This will be considered as the last day worked for purposes of determining Workers' Compensation benefits. A permanent employee shall receive the authorized percentage of regular salary during any period of compensable temporary disability absence. "Compensable temporary disability absence" for the purpose of this Section, is any absence due to work connected disability which qualifies for temporary disability compensation under Workers' Compensation Law set forth in Division 4 of the California Labor Code. When any disability becomes permanent, the salary provided in this Section shall terminate. The employee shall return to the County all temporary disability payments received by him/her from any County funded wage replacement program. No charge shall be made against sick leave or vacation for these salary payments. Sick leave and vacation rights shall not accrue for those periods during which salarypayments are made. SEW 535 SLS - 60 - 1995-99 MOU The maximum period for the described salary continuation for any one injury or illness shall be one year from the date of temporary disability. B. Continuing Pay. Continuing pay begins on the date of injury and continues until the temporary disability ends, or until one (1 ) year from the date of injury, whichever comes first. All continuing pay under the Workers' Compensation Program will be cleared through the County Administrator's Office, Risk Management Division. C. Full Pay Beyond One (1) Year. If an injured employee remains eligible for temporary _disability beyond one (1 ) year, the authorized salary will continue by integrating sick leave and/or vacation accruals with Workers' Compensation benefits. If salary integration is no longer available, Workers' Compensation benefits will be paid directly to the employee as prescribed by Workers' Compensation laws. D. Rehabilitation Integration. An injured employee who is eligible for Workers' Compensation Rehabilitation Temporary Disability benefits and whose disability is medically permanent and stationary will continue to receive his/her applicable salary by integrating sick leave and/or vacation accruals with Workers' Compensation Rehabilitation Temporary Disability benefits until those accruals are exhausted. Thereafter, the rehabilitation temporary disability benefits will be paid directly to the employee. SEW 535 SLS - 61 - 1995-99 MOu E. Health Insurance. The County contribution to the employee's group insurance plan(s) continues during the continuing. pay period and during integration of sick leave or vacation with Workers' Compensation benefits. 15.2 Method of Integration. An employee's sick leave and/or, vacation charges shall be calculated as follows: C = 8 [1 - (W _ S)] C = Sick leave or vacation charge per day (in hours) W = Statutory Workers' Comp. for a month S = Monthly salary 15.3 State Disability. Effective July 1 , 1994, the County will begin a six-month pilot program for employees eligible for State Disability benefits. At the end of the six (6) month pilot program, the County will meet and confer to evaluate whether the plan will be continued. Employees eligible for SDI benefits will be required to make application for SDI benefits and to have those benefits integrated with the use of their sick leave accruals on the following basis: 15.4 General Provisions. The California SDI program provides disability benefits beginning on the eighth (8th) calendar day of a qualifying disability unless the employee is hospitalized. Upon hospitalization, benefits can be payable from the. first day of the disability.. If the disability exceeds fourteen (14) calendar days, benefits can be payable from the first day of the disability. The maximum period of state disability payments is up to one year. Determination of SDI payments and eligibility to receive payments is at the sole discretion of the State of California. SEIU 535 SLS - 62 - 1995-99 MOU Integration means that employees will be required to use sick leave accruals to supplement the difference between the amount of the SDI payment and the employee's base monthly salary. . Integration of sick leave with the SDI benefit is automatic and cannot be waived. Integration applies to all SDI benefits paid. For employees off on SDI, the department will make appropriate integration adjustments, including retroactive adjustments if necessary. Employees must inform their department of hospitalization in a timely manner in order for the department to make appropriate integration adjustments. State Disability benefit payments will be sent directly to the employees at their home address by the State of California. When there are insufficient sick leave accruals available to fully supplement the difference between the SDI payment and the employee's base monthly salary, accruals other than sick leave may be used. These accruals may be used only to the extent that total payments do not exceed the employee's base monthly salary. 15.5 Procedures. Employees with more than 1 .2 hours of sick leave accruals at the beginning of the disability integration period must integrate their sick leave accrual usage with their SDI benefit to the maximum extent possible. When employees have 1 .2 hours or less of sick leave accruals at the beginning of the disability integration period, the department shall automatically. use 0.1 hour of sick leave per month for the duration of their SDI benefit. When sick leave accruals are totally exhausted, integration with the SDI benefit terminates. An employee may use any SEW 535 SLS - 63 - 1995-99 MOU other accruals without reference to or integration with the SDI benefit. When the SDI benefit is exhausted, sick leave integration terminates. Then the employee may use sick leave or other accruals. Employees with no sick leave balance at the beginning of the disability integration period may use any other accruals without reference to or integration with the SDI benefit. Employees whose SDI claims are denied must present a copy of their claim denial to their department. The department will then authorize use of unused sick leave and shall authorize -the use of other accruals as appropriate. Employees may contact the Human Resources Department, Benefits Division, for assistance in resolving problems. 15.6 Method of Integration. Until an employee has a balance of 1 .2 hours of sick leave, the employee's sick leave accrual charges while receiving SDI benefits shall be calculated each month. The amount of sick leave charged each employee will be calculated in the following manner: The percentage of base monthly salary not covered by the SDI benefit will be applied to the daily hours in the employee's schedule and that number of sick leave hours will be charged against the employee's sick leave accruals. SEW 535 SLS - 64 - 1995-99 MOU For purposes of integration ,with the SDI program, all full time employees' schedules will be converted to 8-hour/5-day weekly work schedules during the period of integration. The formula for full time employees' sick leave integration charges is shown below: L = [(S-D) _ S] x 8 S = Employee Base Monthly Salary H = Estimated Highest Quarter (3-mos) Earnings [H = S x 3] W = Weekly SDI Benefit from State of California SDI Weekly Benefit Table C = Calendar Days in each Month D = Estimated Monthly SDI Benefit [D = (W _ 7) x C] L = Sick Leave Charged per Day Permanent part-time, permanent-intermittent employees, and those full time employees working a light/limited duty reduced schedule program shall have their sick leave integration adjusted accordingly. 15.7 Definition. "Base Monthly Salary" for purposes of sick leave integration is defined as the salary amount for the employee's step on the salary schedule for the employee's permanent classification as shown in the "Salaryfield on the On-Line Payroll Time Reporting System used by departments for payroll reporting purposes. 15.8 Conversion to the New SDI Program. For all employees receiving SDI benefits prior. to July 1 ; 1994, conversion to the new SDI program operated by departmental payroll staff will be coordinated by the Human Resources Department, Benefits Division. All employee SDI benefit checks received in the Human Resources Department and signed over to the County by SEIU 535 SLS - 65 - 1995-99 MOU June 30, 1994, will be deposited and used to buy back the employee's sick leave, with sick leave credits appearing on the July 10th pay warrants insofar as possible. All Employee SDI benefit checks received, .but not signed over to the County, by June 30, 1994, will be returned to the employee. All employee SDI benefit checks received after June 30, 1994, will be returned to the employee. In both these situations, no sick leave buy back will be made, regardless of the calendar period to which the benefit checks pertain. Program transfer to departmental payroll staff will be effective July 1 , 1994 for the month of July with the first computation of SDI benefits and integration with sick leave under the new program made on the August_10, 1994 pay warrants covering the July 1994 payroll period. SECTION 16 - CATASTROPHIC LEAVE BANK 16.1 Program Design. Effective April 1 , 1994, the County Human Resources Department will begin operation of a Catastrophic Leave Bank which is designed to assist any County employee who has exhausted all paid accruals due to a serious or catastrophic illness, injury, or condition of the employee or family member. The program establishes and maintains a Countywide bank wherein any employee who wishes to contribute may authorize that a portion of his/her accrued vacation, compensatory time, holiday compensatory time or floating holiday be deducted from those account(s) and credited to the Catastrophic Leave Bank. U.pon approval, credits from the Catastrophic Leave Bank may be transferred to a requesting employee's sick leave account so that employee may remain in paid status SEW 535 SLS - 66 - 1995-99 MOU for a longer period of time, thus partially ameliorating the financial impact of the illness, injury, or condition. Catastrophic illness or injury is defined as a critical medical condition, a long-term major physical impairment or disability which manifests itself during employment. 16.2 Operation. A. The plan will be administered under the direction of the Human Resources Director. The Human Resources Department will be responsible for receiving and recording all donations of accruals and for initiating transfer of credits from the Bank to the recipient's sick leave account. Disbursement of accruals will be subject to the approval of a six (6) member committee composed of three (3) members appointed by the County Administrator and three (3) members appointed by the majority representative employee organizations. The committee shall meet as necessary to consider all requests for credits and shall make determinations as to the appropriateness of the request and the amount of accruals to be awarded. Consideration of all requests by the committee will be on an anonymous requestor basis. B. Hours transferred from the Catastrophic Leave Bank to a recipient will be in the form of sick Leave accruals and shall be treated as regular sick leave accruals. C. To receive credits under this plan, an employee must have permanent status, must have exhausted all time off accruals to a level below eight (8) hours SEW 535 SLS - 67 - 1995-99 MOU total, have applied for a medical leave of absence and have medical verification of need. D. Donations are I 'irrevocable and may be made in minimum blocks of four (4) hours per donations from balances in the vacation, holiday, . floating holiday, compensatory time, or holiday compensatory time accounts. E. Time donated will be converted to a dollar value and the dollar value will be converted back to sick leave accruals at the recipient's base hourly rate when disbursed. Credits will not be on a straight hour-for-hour basis. All computations will be on a standard 173.33 basis, except that employees on other than a forty (40) hour week will have hours prorated according to their status. F. Any recipient will be limited to a total of one thousand forty (1040) hours or its equivalent per catastrophic event; each donor will be limited to one .hundred twenty (120) hours per calendar year. G. No element of this plan is grievable. All appeals from either a donor or recipient will be resolved on a final basis by the Director of Human Resources. H. This Catastrophic Leave Bank program is adopted on a twelve-month pilot program ending April 1 , 1995. Its continuation will be subject to consideration of administrative ease of operation, cost and acceptance by employees. I. No employee will have any entitlement to catastrophic leave benefits. The award of SEW 535 SLS - 68 - 1995-99 MOU Catastrophic Leave will be at the sole discretion of the committee, both as to amounts of benefits awarded and as to persons awarded benefits. Benefits may be denied, or awarded for less than six (6) months. The committee will be entitled to limit benefits in accordance with available contributions and to choose from among eligible applicants, on an anonymous basis, those who will receive benefits. J. Any unused hours transferred to a recipient will be returned to the Catastrophic Leave Bank. SECTION 17 - LEAVE OF ABSENCE 17.1 Leave Without Pay. Any employee who has permanent status may be granted a leave of absence without pay upon written request, approved by the appointing authority; provided, however, that leaves for pregnancy, pregnancy disability, serious health conditions, and family care shall be granted in accordance with applicable state and federal law. 17.2 General Administration - Leaves of Absence. Requests for Leaves of absence without pay shall be made upon forms prescribed by the Director of Human Resources and shall state specifically the reason for the request, the date when it is desired to begin the leave, and the probable date of return. A. Leave without pay may be granted for any of the following reasons: SEW 535 SLS - 69 - 1995-99 MOU 1 . Illness, disability or serious health condition; 2. pregnancy or pregnancy disability; 3. family care; 4. to take a course of study such as will-{a-} increase the employee's usefulness on return to the position; 5. for other reasons or circumstances acceptable to the appointing authority. B. An employee must request family care.-leave at least thirty (30) days before the leave is to begin if the need for the leave is foreseeable. If the need is not foreseeable, the employee must provide written notice to the employer within five (5) days of learning of the event by which the need for family care leave arises. C. A leave without pay may be for a period not to exceed one (1) year, provided the appointing authority may extend such Leave for additional periods. The procedure in granting extensions shall be the same as that in granting the original leave, provided that the request for extension must be made not later than thirty (30) calendar days before.the expiration of the original leave. D. Nevertheless, a leave of absence for the employee's serious health condition or for family care shall be granted to an employee who so requests it for up to eighteen (18) weeks in each SEW 535 SLS - 70 - 1995-99 MOu calendar year period in accordance with Section 17.5 below. E. Whenever an employee who has been granted a leave without pay desires to return before the expiration of such leave, the employee shall submit a request to the appointing authority in writing at least fifteen (15) days in advance of the proposed return. Early return is subject to prior approval by the appointing authority. The Human Resources Department shall be notified promptly of such return. F. Except in the case of leave of absence due to family care, pregnancy, pregnancy disability, .illness, disability, or serious health condition, the decision of the appointing authority granting or denying leave or early return from leave shall be subject to appeal to the Human Resources Director and not subject to appeal through the grievance procedure set forth in this M.OU. 17.3 Furlough Days Without Pay. The existing VTO program shall be continued for the life of the contract. 17.4 Military Leave. Any employee who is ordered to serve as a member of the State Militia or the United States Army, Navy, Air Force, Marine Corps, Coast Guard or any division thereof shall be granted a military leave for the period of such service, plus ninety (90) days. Additionally, any employee who volunteers for such service during mobilization under Executive Order of the President or Congress of the United States and/or the State Governor in time of emergency shall be granted a leave of absence in SEW 535 SLS - 71 - 1995-99 MOU accordance with applicable state or federal laws. Upon the termination of such service or upon honorable discharge, the employee shall be entitled to, return to his/her position in the classified service provided such still exists and the employee is otherwise qualified, without any loss of standing of any kind whatsoever. An employee who has been granted a military leave shall not, by reason of such absence, suffer any loss of vacation, holiday, or sick leave privileges which may be accrued at the time of such leave, nor shall the employee be prejudiced thereby with reference to salary adjustments or continuation of employment. For purposes of determining eligibility for salary adjustments or seniority in case of layoff or promotional examination, time on. military leave shall be considered as time in County service. Any employee who has been granted a military leave, may upon return, be required to furnish such evidence of performance of military service or of honorable discharge as the Director of Human Resources may deem necessary. 17.5 Family Care Leave or Medical Leave. Upon request to the appointing authority, in each calendar year any employee who has permanent status shall be entitled to at least eighteen (18) weeks leave (less if so requested by the employee) for: a. medical leave of absence for the employee's own serious health condition which makes the employee unable to perform the functions of the employee's position; or b. family care leave of absence without pay for reason of the birth of a child of the employee, the SEW 535 SLS - 72 - 1995-99 MOU placement of a child with an employee in connection with the adoption or foster care of the child by the employee, or the serious illness or health condition of a child, parent, spouse, or domestic partner of the employee. 17.6 Medical Certification. The employee may be asked to provide certification of the need for family care leave or medical leave. Additional period(s) of family care. or medical leave may be granted by the appointing authority. 17.7 Intermittent Use of Leave. The eighteen (18) week entitlement may be in broken periods, intermittently on a regular or irregular basis, or may include reduced work schedules depending on the specific circumstances and situations surrounding the request for leave. The eighteen (18) weeks may include use of appropriate available paid leave accruals when accruals are used to maintain pay status, but use of such accruals is not required beyond that specified in Section 17.12 below. When paid leave accruals are used for a medical or family care leave, such time shall be counted as a part of the eighteen (18) week entitlement. 17.8 Aggregate Use for Spouse. In the situation where husband and wife are both employed by the County, the family care or medical leave entitlement based on the birth, adoption or foster care of a child is limited to an aggregate for both employees together of eighteen (18) weeks during each calendar year period. Employees requesting family care leave are required to advise their appointing authority(ies) when their spouse is also employed by the County. SEW 535 SLS - 73 - 1995-99. MOU 17.9 Definitions. For medical and family care leaves of absence under this section, the following definitions apply: a. Child: A biological, adopted, or foster child, stepchild, legal ward, conservatee or a child who is under eighteen (18) years of age for whom an employee stands in loco parentis or for whom the employee is the guardian or conservator, or an adult dependent child of the employee. b. Parent: A biological, foster, or adoptive parent, a step-parent, legal guardian, conservator, or other person standing in loco parentis to a child. C. Souse: A partner in marriage as defined in California Civil Code Section 4100. d. Domestic Partner: An unmarried person, eighteen (18) years or older, to whom the employee is not related and with whom the employee resides and shares the common necessities of life. e. Serious Health Condition: An illness, injury, impairment, or physical or mental condition which warrants the participation of a family member to provide care during a period of treatment or supervision and involves either inpatient care in a hospital, hospice or residential health care facility or continuing treatment or continuing supervision by a health care provider (e.g. physician or surgeon) as defined by state and federal law. f. Certification for Family Care Leave: A written communication to the employer from a health care provider of a person for whose care the leave is SEW 535 SLS - 74 - 1995-99 MOU being taken _ which need not identify the serious health condition involved, but shall contain: 1 . the date, if known, on which the serious health condition commenced; 2. the probable duration of the condition; 3. an estimate of the amount of time which the employee needs to render care or supervision; 4. a statement that the serious health condition warrants the participation of a family member . to provide care during period of treatment or supervision; 5. if for intermittent leave or a reduced work schedule leave, the certification should indicate that the intermittent leave or reduced leave schedule is necessary for the care of the individual or will assist in their recovery, and its expected duration. g. Certification for Medical Leave: A written communication from a health care provider of an employee with a serious health condition or illness to the employer, which need not identify the serious health condition involved, but shall contain: 1 . the date, if known, on which the serious health condition commenced; 2. the probable duration of the condition; SEW 535 SLS - 75 - 1995-99 MOU 3. a statement that the employee is unable to perform the functions of the employee's job; 4. if for intermittent leave or a reduced work schedule leave, the certification should indicate the medical necessity for the intermittent leave or reduced leave schedule and its expected duration. h. Comparable Positions: A position with the same or similar duties and pay which can be performed at the same or similar geographic location as the position held prior to the leave. Ordinarily, the job assignment will be the same duties in the same program area located in the same city, although specific clients, caseload, co-workers, supervisor(s), or other staffing may have changed during an employee's leave. 17.10 Pregnancy Disability Leave. Insofar as pregnancy disability leave is used under Section 14.3.d .- Sick Leave Utilization for Pregnancy Disability, that time will not be considered a part of the eighteen (18) week family care leave period. 17.11 Group Health Plan Coverage. Employees who were members of one of the group health plans prior to commencement of their leave of absence can maintain their health plan coverage with the County contribution by maintaining their employment in pay status .as described in Section 17. 12. During the eighteen (18) weeks of an . approved medical. or family care leave under Section 17.6 above, the County will continue its contribution for such health plan coverage even if accruals are not available for SEW 535 SLS - 76 -- 1995-99 MOU use to maintain pay status as required under Section 17.12. In order to maintain such coverage, employees are required to pay timely the full employee contribution to maintain their group health plan coverage, either through payroll deduction or by paying the County directly. 17.12 Leave Without Pay - Use of Accruals. A. All Leaves of Absence. During the first twelve (12) month period of any leave of absence without pay, an employee may elect to maintain pay status each month by using available sick leave (if so entitled under Section 14.3 - Policies Governing the Use of Paid Sick Leave), vacation._ floating holiday, compensatory time off or other accruals or entitlements; in other words, during the first twelve (12) months, a leave of absence without pay may be "broken" into segments and accruals used on a monthly basis at the employee's discretion. After the first twelve (12) months, the leave period may not be "broken" into segments and accruals may not be used, except when required by LTD Benefit Coordination or SDI/Sick Leave Integration under Section 15.5 or as provided in the sections below. B. Family Care or Medical Leave. During the eighteen (18) weeks of an approved medical or family care leave, if a portion of that leave will be on a leave of absence without pay, the employee will be required to use at least 0.1 hour of sick leave (if so entitled under Section 14.3 - Policies Governing the Use of Paid Sick Leave), vacation floating holiday, compensatory time off or other accruals or entitlements if such are available, although use of SEW 535 SLS - 77 - 1995-99 MOU additional accruals is permitted under subsection A. above. C. Leave of Absence/Long Term Disability (LTD) Benefit Coordination. An, eligible employee who files an LTD claim and concurrently takes a leave of absence without pay will be required to use accruals as provided in Section B herein during the eighteen (18) week entitlement period of a medical leave specified above. If an eligible employee continues beyond the eighteen (18) weeks entitlement period on a concurrent leave of .absence/LTD claim, the employee may choose to maintain further pay status only as allowed under subsection A. herein. D. Sick leave accruals may not be used .during any leave. of absence, except as allowed under Section 14.3 - Policies Governing the Use of Paid Sick Leave. 17.13 Leave of Absence Replacement & Reinstatement. Any permanent employee who requests reinstatement to the classification held by the employee in the same department at the time the employee was granted a leave of absence, shall be reinstated to a position in that classification and department and then only on the basis of seniority. In case of severance from service by reason of the reinstatement of a permanent employee, the provisions of Section 11 - Seniority, Workforce Reduction, Layoff, & Reassignment shall apply. 17.14 Leave of Absence Return. In the Social Service Department an employee shall have the right to return to the SEW 535 SLS - 78 - 1995-99 MOU same class, building, and assignment (position control number) if the return to work is within eighty-nine (89) con- secutive days from the initial date the employee started leave of absence. At such time the leave of absence is approved by the Appointing Authority, the Social Service Department shall notify the employee of the final date by which he/she shall return to be assigned to the same position control number. 17.15 Reinstatement From Family Care Medical Leave. In the case of a family care or medical leave, an employee on a 5/40 schedule shall be reinstated to the same or comparable position if the return to work is after no more than ninety (90) work days of leave from the initial date of a continuous leave, including use of accruals, or within the equivalent on an alternate work schedule. A full time employee taking an intermittent or reduced work schedule leave shall be reinstated to the same or comparable position if the return to work on a full schedule is after no more than 720 hours, including use of accruals, of intermittent or reduced schedule leave. At the time the original leave is approved, the appointing authority shall notify the employee in writing of the final date to return to work, or the maximum number of hours of leave, in order to guarantee reinstatement to the same or comparable position. An employee on a schedule other than 5/40 shall have the time frame for reinstatement to the same or comparable position adjusted on a pro rata basis. 17.16 Salary Review While on Leave of Absence. The salary of an employee who is on leave of absence from a County position on any anniversary date and who has not been absent from the position on leave without pay more than six (6) months during the preceding year, shall be SEW 535 SLS - 79 - 1995-99 MOU reviewed on the anniversary date. Employees on military leave shall receive salary increments that may accrue to them during the period of military leave. 17.17 Unauthorized Absence. An unauthorized absence from the work site or failure to report for duty after a leave request has been disapproved, revoked, or canceled by the appointing authority, or at the expiration of a leave, shall be without ' pay. Such absence may also be grounds for disciplinary action. 17.18 Non-Exclusivity. Other MOU language on this subject, not in conflict, shall remain in effect. 17.19 Time Off to Vote. Employees represented by the Union who do not have sufficient time outside of working hours to vote at a statewide election, may, without loss of pay, take off enough working time which will enable the employee to vote. No more than two (2) hours of the time taken off for voting shall be without loss of pay. The time off for voting shall be only at the beginning or end of the regular working shift, whichever allows the most free time for voting and the least time off from the regular working shift. Any employee seeking time off to vote under the provisions of this Section must submit a written request at least two (2) working days in advance to his or her immediate supervisor stating the following: name; job classification; department; a statement " I am a registered voter"; geographic location and address of the employee's polling place; amount of time requested and whether it is to be at the beginning or end of the employee's regular work day; and a clear statement as SEW 535 SLS - 80 - , 1995-99 MOU to why the employee is unable to vote during the regular hours that the polls are open. SECTION 18 - JURY DUTY AND WITNESS DUTY 18.1 Jury Duty. For purposes of this Section, jury duty shall be defined as any time an employee is obligated to report to the court. a. When called for jury duty, County employees, like other citizens, are expected to discharge their jury duty responsibilities. b. Employees shall advise their department as soon as possible if scheduled to appear for jury duty. C. If summoned for jury duty in a Municipal, Superior, or Federal Court, or a Coroners jury, employees may remain in their regular County pay status, or they may take paid leave (vacation, floating holiday, etc.) or leave without pay and retain all fees and expenses paid to them. d. When an employee is summoned for jury duty selection .or is selected as a juror in a Municipal, Superior or Federal Court, employees may remain in a regular pay status if they waive all fees (other than mileage), regardless of shift assignment and the following shall apply: 1 . If an employee elects to remain in a regular pay status and waive or surrender all fees (other than mileage), the employee shall SEW 535 SLS - 81 - 1995-99 MOU obtain from the Clerk or Jury Commissioner a certificate indicating the days attended and noting that fees other than mileage are waived or surrendered. The employee shall furnish the certificate to his department where it will be retained as a department record. No "Absence/Overtime Record" is required. 2. An employee who elects to retain all fees must take leave (vacation, floating holiday, etc.) or leave without pay. No court certificate is required but an "Absence/Overtime Record" must be submitted to the department payroll clerk. e. Employees are not permitted to engage in any employment regardless of shift assignment or occupation before or after daily jury service that would affect their ability to properly serve as jurors. f, An employee on short notice standby to report to court, whose job duties make short notice response impossible or impractical, shall be given alternate work assignments for those days to enable them to respond to the court on short notice. g. When .an employee is required to serve on jury duty, the County will adjust that employee's work schedule to coincide with a Monday to Friday schedule for the remainder of their service, unless the employee requests otherwise. Participants in 9/80 or 4/10 work schedules will not receive overtime or compensatory time credit for jury duty on their scheduled days off. SEW 535 SLS .- 82 - 1995-99 MOU h. Permanent-intermittent employees are entitled to paid jury duty leave only for those days on which they were previously scheduled to work. 18.2 Witness Duty. Employees called upon as a witness or an expert witness in a case arising in the course of their work or the work of another department may remain in their regular pay status and turn over to the County all fees and expenses paid to there (other than mileage allowances) or they make take vacation leave or leave without pay and retain all fees and expenses. Employees called to serve as witnesses in private cases or personal matters (e.g., accident suits and family relations) shall take vacation leave or leave without pay and retain all witness fees paid to them. Retention or waiver of fees shall be governed by the same provisions as apply to jury duty as set forth in Section 18.1 above. Employees shall advise their department as soon as possible if scheduled to appear for witness duty. Permanent intermittent employees are entitled to paid witness duty only for those days on which they were previously scheduled to work. SECTION 19 - HEALTH & WELFARE, LIFE & DENTAL CARE 19.1 County Programs. The County will continue the existing County ' Group Health Plan program of medical, dental and life insurance coverage through Delta Dental Plan, Safeguard Dental Plan, Aetna Life Insurance and the medical insurance options of Kaiser-Permanente SEW 535 SLS - 83 - 1995-99 MOU Foundation Health Plan, Qualmed Health Plan, and the Contra Costa County Health Plan (CCHP), to all permanent employees regularly scheduled to work twenty (20) or more hours per week. During the term 'of this MOU, 'all conditions and agreements regarding health, dental and related benefits contained in the January 13, 1994 Agreement (Attachment C) between the County and the Labor Coalition shall be in effect. 19.2 Rate Information. The County Benefits Division will make health and dental plan rate information available upon request to employees and departments. In addition, the County Benefits Division will publish and distribute to employees and departments information about rate-changes as they occur during the year. 19.3 Medicare Rates. Corresponding Medicare rates for employees covered under this MOU shall be as follows: for Employee Only on Medicare by taking the Employee Only rate for the option selected and subtracting the monthly Part B Medicare premium withheld from Social Security payments for one enrollee; for Employee and Dependent(s) with one member on Medicare by taking the Employee and Dependent(s) rate for the option selected and subtracting the monthly Part B Medicare premium withheld from Social Security payments for one enrollee; for Employee and Dependent(s) with two members on Medicare by taking the Employee and Dependent(s) rate for the option selected and subtracting the monthly Part B Medicare premium withheld from Social Security payments for two enrollees. 19.4 Partial Month. The County's contribution to the Health Plan premium is .payable for any month in which the employee is paid. If an employee is not paid enough SEW 535 SLS - 84 - 1995-99 MOU compensation in a month to pay the employee share of the premium, the employee must make up the difference by remitting the amount delinquent to the Auditor-Controller. The responsibility for this payment rests with the employee. If payment is not made, the employee shall be dropped from the health plan. An employee is thus covered by the health plan for the month in which compensation is paid. 19.5 Coverage During Absences. An employee on approved leave shall be allowed to continue his/her health plan coverage at the County group rate for twelve (12) months provided that the employee shall pay the entire premium for the Health Plan during said leave. An employee on leave in excess of twelve (12) months may continue health plan coverage by converting to an individual health plan option (if available) or continuing group coverage subject to the provisions of the Consolidated Omnibus Budget Reduction Act (COBRA) provided the employee pays the entire cost of coverage, plus any administrative fees, for the option selected. The entire cost of coverage shall be paid at a place and time specified by the County. Late payment may result in cancellation of health plan coverage with no reinstatement allowed. An employee who terminates County employment may convert to individual health plan coverage, if available, or may continue County group health plan coverage to the extent provided under COBRA by making premium payments to the County at a time and place specified by the County. 19.6 Retirement Coverage. Upon retirement, employees may remain in the same County group medical SEW 535 SLS - 85 - 1995-99 MOU plan if immediately before their retirement they are either active subscribers to one of the County Health Plans or if on authorized leave of absence without pay they have retained individual conversion membership from the County plan. 19.7 Deferred Retirement. Effective January 1 , 19979 employees who resign and file for a deferred retirement may .continue in their County group health and dental plan; the following conditions and limitations apply:, a. Life insurance coverage is not included. b. To be eligible to continue health and dental coverage, the employee must: - 1 . be qualified for a deferred retirement under the 1937 Retirement Act provisions. 2. be an active member of a County group health and/or dental plan at. the time of filing their deferred retirement application and elect to continue health benefits. 3. be eligible for a monthly allowance from the Retirement System and direct receipt of a monthly allowance within twenty-four (24) months of their application for deferred retirement. 4. file an election to defer retirement and to continue health benefits hereunder with the County Benefits Division within thirty (30) days before their separation from county service. SEW 535 SLS - 86'- 1995-99 MOU C. Deferred retirees who elect continued health benefits hereunder may maintain continuous membership in their County health and/or dental plan group during the period of deferred retirement at their full personal expense, by paying the full premium for their health and dental coverage on or before the 11th of each month to the Auditor- Controller. When they begin to receive retirement benefits, they will qualify for the same health and/or dental plan coverage and county subvention to which retirees who did not defer retirement are entitled. d. Deferred retirees who elect continued health benefits hereunder may elect not to maintain participation in their county health and/or dental plan during their deferred retirement period; and may instead qualify for the same coverage and county subvention in any County health and/or dental plan when they begin to receive retirement benefits as retirees who did not defer retirement are entitled; provided reinstatement to a County group health and/or dental plan with county subvention occurs no'sooner than the first of the month following a full three (3) calendar month waiting period after the commencement of their monthly allowance. e. Eligibility for County subvention will not exist- hereunder unless and until the member draws a monthly retirement allowance within not more than twenty-four (24) months after separation from County service. SEIU 535 SLS - 87 - 1995-99 MOU f. Deferred retirees are required to meet the same eligibility provisions for health/dental plans as active/retired employees. 19.8 Dual Coverage. If a husband and wife both work for the County and one of them is laid off, the remaining eligible shall be allowed to enroll or transfer into the health coverage combination of his/her choice. An eligible employee who is no longer covered for medical or dental coverage through a spouse's coverage shall be allowed to enroll or transfer into the health coverage combination of his/her choice within thirty (30) days of the date coverage is no longer afforded under the spouse's plan. 19.9 Health Care Spending Account. Effective January 13 1997, the County will offer regular full-time and part-time (20/40 or greater) . County employees the option to participate in a Health Care Spending Account (HCSA) Program designed to qualify for tax savings under Section 125 of the Internal Revenue Code, but such savings are not guaranteed. The HCSA Program allows employees to set aside a , pre-determined amount of money from their paycheck, not to exceed $2400 per year, for health care expenses not reimbursed by any other health benefits plan with before-tax dollars. HCSA dollars can be expended on any eligible medical expenses allowed by Internal Revenue Code Section 125. Any unused balance cannot be recovered by the employee. 19.10 Wellness Incentive Program. A broad-based pilot Wellness Incentive Program will be developed with input from the joint Labor/Management Wellness Committee. The SEW 535 SLS - 88 - 1995-99 MOU purpose of this program will be to reward County employees with incentives for participating in Wellness Program activities and encourage them to live healthier lifestyles. The Wellness Committee will work closely with the Human Resources Department on program design and implementation. A. Program Design. The Wellness Incentive Program design will include the development of additional wellness activities to compliment the current Employee Wellness Program schedule and collaboration with health plan carriers to develop special programs and activities for County employees and to encourage participation in their established wellness activities. Special emphasis will be placed on supporting major programs such as Smoking Cessation, Nutrition/Weight Loss, Brown Bag Seminars, Health Screenings, and Health Fairs. B. Format. A point value system for program participation will be developed wherein each wellness activity and program will be assigned a point value. Points will accumulate and incentive prizes will be awarded to employees upon realizing certain point levels. The value of the prizes will increase with higher point values and one (1 ) grand prize will be awarded each year to the employee with the highest number of points. C. Incentives. A series of incentive prizes will be assigned to certain point values. In addition, recognition for employee and department participation will be an important aspect of the Wellness Incentive Program. - SEIU 535 SLS - 89 - 1995-99 MOU D. Referral. The parties agree to refer the. Wellness Incentive Program to the Wellness Committee for its consideration. 19.11 Child Care. The County will continue to support the concept of non-profit child care facilities similar to the "Kids at Work" program established in the Public Works Department. 19.12 Confidentiality of Information/Records. Any use of employee medical records will be governed by the Confidentiality of Medical Information Act (Civil Code Sections 56 to 56.26). 19.13 PERS Long Term Care. The County proposes to deduct and remit monthly premium and eligible lists to the PERS Long Term Care. Administrator, at no County administrative cost, for County employees who are eligible and voluntarily elect to purchase long term care through the PERS Long Term Care Program. The County further agrees that County employees interested in purchasing PERS Long Term Care may participate in meetings scheduled by PERS Long Term Care on County , facilities during non-work hours (i.e. coffee breaks, lunch hour). SECTION 20 PROBATIONARY PERIOD 20.1 Duration. All appointments from officially promulgated employment Lists for original entrance or promotion shall be subject to a probationary period. This period shall be from six (6) months to two (2) years duration. SEW 535 SLS _ 90 - 1995-99 MOU 20.2 Classes With Probation Periods Over Six Months. Listed below are those classes represented by the Union which have probation periods in excess of six (6) months: None. 20.3 Revised Probationary Period. When the probationary period for a class is changed, only new appointees to positions in the classification shall be subject to the revised probationary period. 20.4 Criteria.The probationary period shall commence from the date of appointment. It shall not include time served in provisional or temporary appointments or any period of continuous unpaid absence exceeding fifteen (15)-calendar days, except as otherwise provided by law. For those employees appointed to permanent-intermittent positions with a six (6) months probation period, probation will be considered completed upon serving one-thousand (1 ,000) hours after appointment except that in no instance will this period be less than six (6) calendar months from the beginning of probation. If a permanent-intermittent probationary employee is reassigned to full time, credit toward probation completion in the full time position shall be prorated on the basis of one hundred seventy-three (173) .hours per month. 20.5 Reiection Durinq Probation. An employee who is rejected during the probation period and restored to the eligible list shall begin a new probationary period if subsequently certified and appointed. A. Appeal from rejection. Notwithstanding any other provisions of this section, an employee SEW 535 SLS _ 91 - 1995-99 MOU (probationer) shall, have the right to appeal from any rejection during the probationary .period based on political or religious affiliations or opinions, Union activities, or race, color, national origin, sex, age, disability or sexual orientation. B. The appeal must be written, must be signed by the employee and set forth the grounds and facts by which it is claimed that grounds for appeal exist under Subsection and must be filed through the Director of Human Resources to the Merit Board by 5:00 p.m. on the seventh (7th) calendar day after the date of delivery to the employee of notice of rejection.. C. The Merit Board shall consider the appeal, and if it finds probable cause to believe that the rejection may have been based on grounds prohibited in .Subsection A, it may refer the matter to a Hearing Officer for hearing, recommended findings of fact, conclusions of law and decision, pursuant to the relevant provisions of the Merit Board rules in which proceedings the rejected probationer has the burden of proof. .. D. If the Merit Board finds no probable cause for a hearing, it shall deny the appeal. If, after hearing, the Merit Board upholds the appeal, it shall direct that the appellant be reinstated in the position and the appellant shall begin a new probationary period unless the Merit Board specifically reinstates the former period. 20.6 Regular Appointment. The regular appointment of a probationary employee shall begin on the day following the SEW 535 SLS - 92 - 1995-99 MOU end of the probationary period; subject to the condition that the Director of Human Resources receive from the appointing authority a statement in writing that the services of the employee during the probationary period were satisfactory and that the employee is recommended for permanent appointment., A probationary employee may be rejected at any time during the probation period without regard to the Skelly provisions of this MOU, without notice and without right of appeal or hearing. If the appointing authority has not returned the probation report, a probationary employee may be rejected from the service within a reasonable time after the probation period for failure to pass probation. If the appointing authority fails to submit in a timely manner the proper written documents certifying that a probationary employee has served in a satisfactory manner and later acknowledges it was his or her intention to do so, the regular appointment shall begin on the day following the end of the probationary period. Notwithstanding any other provisions of the MOU, an employee rejected during the probation period from a position in the Merit System to which the employee had been promoted or transferred from an eligible list, shall be restored to a position in the department from which the employee was promoted or transferred. An employee dismissed for other than disciplinary reasons within six (6) months after being promoted or transferred from a position in the Merit System to a position not included in the Merit System shall be restored to a position in the classification in the department from which the employee was promoted or transferred. A probationary employee who has been rejected or has resigned during probation shall not be restored to the SEW 535 SLS - 93 - 1995-99 MOU eligible list from which the employee was certified unless the employee receives the affirmative recommendation from the appointing , authority and is certified by the Human Resources Director whose decision is final. The Director of Human Resources shall not certify the name of a person restored to the eligible list to the same appointing authority by whom the person was rejected from the same eligible list, unless such certification is requested in writing by the appointing authority. 20.7 Layoff During Probation. An employee who is laid off during probation, if reemployed in the same class by the same department, shall be required to complete only the balance of the required probation. If reemployed in another department or in another classification, the employee shall serve a full probationary period. An employee appointed to a permanent position from a layoff or reemployment list is subject to a probation period if the position is in a department other than the department from which the employee separated, displaced, or voluntarily demoted in lieu of layoff. An appointment from a layoff or reemployment list is not subject to a probation period if the position is in the department from which the employee separated, displaced or voluntarily demoted in lieu of layoff. 20.8 Rejection Durinq Probation of Layoff Employee. An employee who has achieved permanent status in the class before layoff and who subsequently is appointed from the layoff list and then rejected during the probation period shall be automatically restored to the layoff list, unless discharged for cause, if the person is within the period of layoff eligibility. The employee shall begin a new probation SEW 535 SLS - 94 - 1995-99 MOU period if subsequently certified and appointed in a different department or classification than that from which the employee was laid off. SECTION 21 - PROMOTION 21 .1 Competitive Exam. Promotion shall be by competitive examination unless otherwise provided in this MOU. 21 .2 Promotion Policy. The Director of Human Resources, upon request of an appointing authority, shall determine whether an examination is to be cal-led on a promotional basis. 21 .3 Open Exam. If an examination for one of the classes represented by the Union is proposed to be announced on an open only basis, the Director of Human Resources shall give five (5) days prior notice, of such proposed announcement and shall meet at the request of the Union to discuss the reasons for such open announcement. 21 .4 Promotion via Reclassification Without Examination. Notwithstanding other provisions of this Section, an employee may be promoted from one classification to a higher classification and his/her position reclassified at the request of the appointing authority and under the following conditions: a. An . evaluation of the position(s) in question must show that the duties and responsibilities have SEW 535 SLS - 95 - 1995-99 MOU significantly increased and constitute a higher level of work. b. The incumbent of the position must have performed at the higher level for one (1) year. C. The incumbent must meet the minimum education and experience requirements for the higher class. d. The action must have approval of the Human Resources Director. e. The Union approves such action. The appropriate rules regarding probationary status and salary on promotion are applicable. 21 .5 Requirements for Promotional Standing. In order to qualify for an examination called on a promotional basis, an employee must have probationary or permanent status in the merit system and must possess the minimum qualifications for the class. Applicants will be admitted to promotional examinations only if the requirements are met on or before the final filing date. If an employee who is qualified on a promotional employment list is separated from the merit system, except by layoff, the employee's name shall be removed from the promotional list. 21 .6 Seniority Credits. Employees who have qualified to take promotional examinations and who have earned a total score, not including seniority credits, of seventy percent (70%) or more, shall receive, in addition to all other credits, five one-hundredths of one (.05) percent for each completed month of service as a permanent County employee SEW 535 SLS - 96 - 1995-99 MOU continuously preceding the final date for filing application for said examination. For purposes of seniority credits, leaves of absence shall be considered as service. Seniority credits shall be included in the final percentage score from which the rank on the promotional list is determined. No employee, however, shall receive more than a total of five percent (5%) credit for seniority in any promotional examination. 21 .7 Physical Examination. County employees who are required as part of the promotional examination process to take a physical examination shall do so on County time at County expense. SECTION 22 - TRANSFER 22.1 Transfer Conditions. The following conditions are required in order to qualify for transfer: a. The position shall be in the same class, or if in a different class shall have been determined by the Director of Human Resources to be appropriate for transfer on the basis of minimum qualifications and qualifying procedure; b. the employee shall have permanent status in the merit system and shall be in good standing; C. the appointing authority or authorities involved in the transaction shall have indicated their agreement in writing; SEW 535 SLS - 97 - 1995-99 MOU d. the employee concerned shall have indicated agreement to the change in writing; e. the Director of Human Resources shall. have approved the change. Notwithstanding the foregoing, transfer may also be accomplished through the regular appointment procedure provided that the individual desiring transfer has eligibility on a list for a class for which appointment is being considered. 22.2 Transfer Without Examination. With the approval of the appropriate appointing authority/authorities and. the consent of the employee, the Director of Human Resources may transfer an employee from one job classification to another job classification without examination under the following conditions: a. the duties and responsibilities of the position from which the employee is being transferred are within the occupational area or directly associated with the duties and responsibilities of the position to which the employee is being transferred. b. the employee must possess the minimum qualifications for the job classification to which the employee is being transferred. C. the employee must serve the probationary period required for the classification into which the employee is being transferred. d. an employee rejected during the probationary period or who resigns during the probationary period for other than disciplinary reasons shall SEIU 535 SLS - 98 - 1995-99 MOU have the right at that time to be restored to a position in the classification in the department from which the employee was transferred. The Human Resources Director, upon request, will provide written justification for invoking this section. 22.3 Transfer Polic Any employee or appointing authority who desires to initiate. a transfer may inform the Director of Human Resources in writing of such desire stating the reasons therefore. The Director of Human Resources shall, if he or she considers that the reasons are adequate and that the transfer will be for the good of the County service and the parties involved, inform the appointing authority or authorities concerned and the employee of the proposal and may take the initiative in accomplishing the transfer. 22.4 Miscellaneous Assignments. A. Vacancies which do not involve the supervision of Social Casework Specialists, or are not covered by Section 38.g, shall be open for bid to all employees covered by this agreement in accordance with provisions of Section 35 - Performance Evaluation. B. When an employee covered by this agreement is appointed to an out of class appointment to a position outside of this bargaining unit, but within the Department, and such appointment is due to the lack of an eligible list, the Department shall request County Human Resources to schedule an examination for said classification except where extenuating circumstances exist. SEIU 535 SLS _ 99 - 1995-99 MOU C. Social Work Supervisors II with Emergency response experience will be given primary consideration in assigning substitute supervisors to the after-hours Emergency Response Program. All such Social Work Supervisors II will be given the opportunity annually to be placed on the substitute supervisor list in order to be eligible to receive overtime pay for the after-hours Emergency Response Program. SECTION 23 RESIGNATIONS An employee's voluntary termination of service is a resignation. Written resignations shall be forwarded to the Human Resources Department by the appointing authority immediately on receipt, and shall indicate the effective date of termination. Oral resignation shall be immediately confirmed by the appointing authority in writing to the employee and to the Human Resources Department and shall indicate the effective date of termination. 23.1 Resignation in Good Standing. A resignation giving the appointing authority written notice at least two (2) weeks in advance of the last date of service (unless the appointing authority requires a longer period, up to four (4) weeks, for a specific reason, or consents to the employee's terminating on shorter notice) is a resignation in good standing. 23.2 Constructive Resignation. A constructive resignation occurs and is effective when: SEIU 535 SLS _ 100 - 1995-99 MOU a. An employee has been absent from duty for five (5) consecutive working days without leave; and b. five (5) more consecutive working days have elapsed without response by the employee after the mailing of a notice of resignation by the appointing authority to the employee at the employee's last known address. 23.3 Effective Resignation. A resignation is effective when delivered or spoken to the appointing authority, operative either on that date or another date specified. 23.4 Revocation. A resignation that is effective is revocable only by written concurrence of the employee and the. appointing authority, except that an oral resignation rescinded in writing by the end of the workday following the oral resignation will be accepted by the appointing authority. 23.5 Coerced Resignations. A. Time Limit. A resignation which the employee believes has. been coerced by the appointing authority may be revoked within seven (7) calendar days after its expression, by serving written notice on the Director of Human Resources and a copy on the appointing authority. B. Reinstatement. If the appointing authority acknowledges that the employee could have believed that the resignation was coerced, it shall be revoked and the employee returned to duty effective on the day following the appointing SEW 535 SLS - 101 - 1995-99 MOU authority's acknowledgment without loss of seniority or pay. C. Contest. Unless, within seven (7.)' days of the receipt of the notice, the appointing authority acknowledges that the resignation could have been believed to be coerced, this question should be handled as an appeal to the Merit Board. In the alternative, the employee may file a written election with the Director of Human Resources waiving the employee's right of appeal to the Merit Board in favor of the employee's appeal rights under the grievance procedure contained in Section 25 of the MOU beginning with Step 3. D. Disposition. If a final decision is rendered that determines that the resignation was coerced, the resignation shall be deemed revoked and the employee returned to duty effective on the day following the decision but without loss of seniority or pay, subject to the employee's duty to mitigate damages. SECTION 24 - DISMISSAL, SUSPENSION & DEMOTION . 24.1 Sufficient Cause for Action. The appointing authority may dismiss, suspend, or demote any employee for cause. The following are sufficient causes for such action; the list is indicative rather than inclusive of restrictions and dismissal, suspension, or demotion may be based on reasons other than those specifically mentioned: a. absence without leave, SEW 535 SLS - 102 - 1995-99 MOU b. conviction of any criminal act involving moral turpitude, C. conduct tending to bring the merit system into disrepute, d. disorderly conduct, e. incompetence or inefficiency, f. insubordination, g. being at work under the influence of liquor or drugs, carrying onto the premises liquor or drugs or consuming or using liquor or drugs during work hours and/or on County premises, h. neglect of duty, i.e. non-performance of assigned responsibilities, i. negligent or willful damage to public property or waste of public supplies or equipment, j. violation of any lawful or reasonable regulation or order given by a supervisor or Department Head, k. willful violation of any of the provisions of the merit system ordinance or Personnel Management Regulations, I. material and intentional misrepresentation or concealment of any fact in connection with obtaining employment, M. misappropriation of County funds or property, SEW 535 SLS - 103 - 1995-99 MOU n. unreasonable failure or refusal to undergo any physical, medical and/or psychiatric exam and/or treatment authorized by this MOU, o. dishonesty or theft, P. excessive or unexcused absenteeism and/or tardiness, q. sexual harassment, including but not limited to unwelcome sexual advances, requests for sexual favors, and other verbal, or physical conduct of a sexual nature, when such conduct has the purpose or effect of affecting employment decisions concerning an individual, or unreasonably interfering with an individual's work performance, or creating an intimidating and hostile working .environment. 24.2 Skellv Requirements. Notice of Proposed Action (Skelly Notice). Before taking a disciplinary action to dismiss, suspend for more than five (5) work days, (four (4) work days for employees on 4/10 work week), or demote an employee, the appointing authority shall cause to be served, either personally or by certified mail, on the employee, a Notice of Proposed Action, which shall contain the following: a. A statement of the action proposed to be taken. b. A copy of the charges; including the acts or omissions and grounds upon which the action is based. C. If it is claimed that the employee has violated a rule or regulation of the County, department or district, SEW 535 SLS - 104 - 1995-99 MOU a copy of said rule shall be included with the notice. d. A statement that the employee may review and request copies of materials upon which the proposed action is based. e. A statement that the employee has seven (7) calendar days to respond to the appointing authority either orally or in writing. r Employee Response. The employee upon whom a Notice of Proposed Action has been served shall have seven (7) calendar days to respond to the appointing authority either orally or in writing before the proposed action may be taken. Upon request of the employee and for good cause, the appointing authority may extend in writing the period to respond. If the employee's response is not filed within seven (7) days or any extension, the right to respond is lost. 24.3 Leave Pending Employee Response. Pending response to a Notice of Proposed Action within the first seven (7) days, the appointing authority for cause specified in writing may place the employee on temporary leave of absence, with pay. 24.4 Length of Suspension. Suspensions without pay shall not exceed thirty (30) days unless ordered by an arbitrator, an adjustment board or the Merit Board. SEW 535 SLS - 105 - 1995-99 MOU 24.5 Procedure on Dismissal, Suspension, or Disciplinary Demotion. A. In any disciplinary action to dismiss, suspend, or demote an employee having permanent status in a position in the merit system, after having complied with the Skelly requirements, where applicable, the appointing authority shall make an order in writing stating specifically the causes for the action. B. Service of Order. Said order of dismissal, suspension, or demotion shall be filed with the Director of Human Resources, showing by whom and the date a copy was served upon the employee to be dismissed, suspended or demoted, either personally or by certified mail to the employee's last known mailing address. The order shall be effective either upon personal, service or deposit in the U. S. Postal Service. , C. Employee Appeals from Order. The employee may appeal an order of dismissal, suspension, or demotion either to the Merit Board or through the procedures of Section 25 - Grievance Procedure of this MOU provided that such appeal is filed in writing with the Human Resources Director within ten (10) calendar days after service of said order. An employee may not both appeal to the .Merit Board and file a grievance under Section 25 of this MOU. 24.6 Employee Representation Rights. The County recognizes an employee's right to representation during any SEW 535 SLS - 106 -1 1995-99 MOU disciplinary interview or meeting which may result in discipline. The County will not interfere with the representative's right to assist an employee to clarify the facts during the interview. SECTION 25 - GRIEVANCE PROCEDURE 25.1 Definition and Procedural Steps. A grievance is any dispute which involves the interpretation or application of any provision of this MOU excluding, however, those provisions of this MOU which specifically provide that the decision of any County official shall be final, the interpretation or application of those provisions not being subject to the grievance procedure. The Union may represent the grievant at any stage of the process. Grievances must be filed within thirty (30) days of the incident or occurrence about which the grievant claims to have a grievance and shall be processed in the following manner: A. Step 1 . Any employee or group of employees who believes that a provision of this MOU has been misinterpreted or misapplied to his or her detriment shall discuss the complaint with the grievant's immediate supervisor, who shall meet with the grievant within five (5) days of receipt of a written request to hold such meeting. B. Step 2. If a grievance is not satisfactorily resolved in Step 1 above, the grievant may submit the grievance in writing within ten (10) work days to such management official as the Department Head may designate. This formal written grievance shall SEW 535 SLS - 107 - 1995-99 MOU state which provision of the MOU has been misinterpreted or misapplied, how misapplication or misinterpretation has affected the grievant to the grievant's detriment, and the redress the grievant seeks. A copy of each written communication on a grievance shall be filed with the Director of Human Resources. The Department Head or his or her designee shall have ten (10) work days in which to respond to the grievance in writing. C. Step 3. If a grievance is not satisfactorily resolved in Step 2 above, the grievant may appeal in writing within ten (10) work days to the Human Resources Director. The Human Resources Director-or his or her designee shall have twenty (20) work days in which to investigate the merit of the complaint and to meet with the Department Head and the grievant and attempt to settle the grievance and respond in writing. D. Step 4. No grievance may be processed under this Section which has not first been filed and investigated in accordance with Step 3 above and filed within ten (10) work days of the written response of the Human Resources Director or designee. If the parties are unable to reach a mutually satisfactory accord on any grievance which arises and is presented during the term of this MOU, such grievance shall be submitted in writing to an Adjustment Board comprised of three (3) Union representatives, no more than two (2) of whom shall be either an employee of the County or an elected or appointed official of the Union presenting ' this grievance, and three (3) representatives of the County, no more than two SEW 535 SLS - 108 - 1995-99 MOU (2) of whom shall be either an employee of the County or a member of the staff of an organization employed to represent the County in the meeting and conferring process. Where the parties agree, the Adjustment Board may be comprised of two (2) Union representatives and two (2) County representatives. The Adjustment Board shall meet within twenty (20) work days of receipt of the written request and render a decision. If the County fails to meet the time limits specified in Step 4 and the grievant demands in writing that an Adjustment Board be convened, the County will convene an Adjustment Board within ten (10) work days or grievance will move to arbitration upon demand. E. Step 5. If an Adjustment Board is unable to arrive at a majority decision, either the grievant or the County, may require that the grievance be referred to an impartial arbitrator who shall 'be designated : by mutual agreement between the grievant and the Human Resources Director. Such request shall be. submitted within twenty (20) work days of the rendering of the Adjustment Board decision. Within twenty (20) work days of the request for arbitration the parties shall mutually select an arbitrator who shall render a decision within thirty (30) work days from the date of final submission of the grievance including receipt of the court reporter's transcript and post-hearing briefs, if any. The fees and expenses of the arbitrator and of the Court Reporter shall be shared equally by the grievant and the County. Each party, however, shall bear the costs of its own presentation, including preparation and post hearing briefs, if any. SEW 535 SLS - 109 - 1995-99 MOU 25.2 Scope of Adjustment and Arbitration Decisions. A. Decisions of Adjustment Boards and arbitrators on matters properly before them shall be final and binding on the parties hereto, to the extent permitted by law. B. No adjustment Board and no arbitrator shall entertain, hear, decide or make recommendations on any dispute unless such dispute involves a position in a unit represented by the Union which has been certified as the recognized employee organization for such unit and unless such dispute falls within the definition of a grievance as-set forth in Subsection 25.1 above. C. Proposals to add to or change this MOU or to change written agreements supplementary hereto shall not be arbitrable and no proposal to modify, amend, or terminate this MOU, nor any matter or subject arising out of or in connection with such proposals, may be referred to arbitration under this Section. Neither any Adjustment Board nor any arbitrator shall have the power to amend or modify this MOU or written agreements supplementary hereto or to establish any new terms or conditions of employment. D. If the Human Resources Director in pursuance of the procedures outlined in Subsection 25.1 .0 . above, or the Adjustment Board in pursuance of the provisions of Subsection 25.1 .D above resolve a grievance which involves suspension or discharge, they may agree to payment for lost time SEW 535 SLS _ 110 - 1995-99 MOU or to reinstatement with or without payment for lost time. E. No change in this MOU or interpretations thereof (except interpretations resulting from Adjustment Boards or arbitration proceedings hereunder) will be recognized unless agreed to by the County and the Union or Association. 25.3 Time Limits. The time limits specified above may be waived by mutual agreement of the parties to the grievance. If the County fails to meet the time limits specified in Steps 1 through 3 above, the grievance will automatically move to the next step. If a grievant fails to meet the time limits specified in Steps 1 through 5 above, the grievance will be deemed to have been settled and withdrawn. 25.4 Compensation Complaints. All complaints involving or concerning the payment of compensation shall be initially filed in writing with the Human Resources Director. Only complaints which allege that employees are not being compensated in accordance with the provisions of this MOU shall be considered as grievances. Any other matters of compensation are to be resolved in the meeting and conferring process, if not detailed in the MOU which results from such meeting and conferring process is next opened for such discussion. No adjustment shall be retroactive for more than two (2) years from the date upon which the complaint was filed. No change in this MOU or interpretations thereof (except interpretations resulting from Adjustment Board or arbitration SEW 535 SLS - 111 - 1995-99 MOU proceedings hereunder) will be recognized unless agreed to by the County and the Union. 25.5 Strike/Work Stoppage. During the term of this MOU, the Union, its members and representatives, agree that it and they will not engage in, authorize, sanction, or support any strike, slowdown, stoppage of work, sickout, or refuse to perform customary duties. In the case of a legally declared lawful strike against a private or public sector employer which has been sanctioned and approved by the labor body or council . having jurisdiction, an employee who is in danger of physical harm shall not be required to cross the picket line, provided the employee advises his or her supervisor as soon as possible, and provided further that an employee may be required to cross a picket line where the performance of his or her duties is of an emergency nature and/or failure to perform such duties might cause or aggravate a danger to public health or safety. 25.6 Merit Board. A. All grievances of employees in representation units represented by the Union shall be processed under Section 25 unless the employee elects to apply to the Merit Board on matters within its jurisdiction. B. No action under paragraph C, D and E of subsection 25.1 above shall be taken if action on the complaint or grievance has been taken by the Merit Board, or if the complaint or grievance is pending before the Merit Board. SEW 535 SLS - 112 - 1995-99 MOU 25.7 Filing by Union. The Union may file a grievance at Step 3 on behalf of affected employees when action by the County Administrator or the Board of Supervisors violates a provision of this MOU. 25.8 Union Notification. An official with whom a formal grievance is filed by a grievant who is included in a unit represented by the Union in the grievance, shall give the Union a copy of the grievance. SECTION 26 - BILINGUAL PROVISIONS A salary differential of fifty dollars ($50) per month shall be paid incumbents of positions requiring bilingual proficiency as designated by the appointing authority and Director of Human Resources. Said differential shall be prorated for employees working less than full time and/or who are on an unpaid leave of absence for a portion of any given month. Designation of positions for which bilingual proficiency is required is the sole prerogative of the County. Effective July 1 , 1996, the current program differential shall be increased from fifty dollars ($50) per month to sixty dollars ($60) per month. Effective October 1 , 1997, the differential shall be increased to a total of sixty-five dollars ($65) per month. SECTION 27 - RETIREMENT CONTRIBUTION 27.1 Contribution. Pursuant to Government Code Section 31581 . 1 , the County will continue to pay fifty percent (50%) of the retirement contributions normally SEW 535 SLS - 113 - 1995-99 MOU required of employees. Such payments shall continue for the duration of this MOU, and shall terminate thereafter. Employees shall be responsible for payment of the employees' contribution for the retirement cost of living, program as determined by the Board of Retirement of the Contra Costa County Employees' Retirement Association without the County paying any part of the employees share. The County will pay the remaining one-half (1/2) of the retirement cost-of-living program contribution. 27.2 Tier III Retirement Plan. Subject to the enactment of enabling legislation amending the 1937 Employees' Retirement Act to allow such election, the County will permit certain Tier II employees to elect a Tier III Retirement Plan under the following conditions: 1 . The County and the Labor Coalition must agree on the wording of the legislation and both parties must support the legislation. 2. Except for disability, all benefit rights, eligibility for and amounts of all other benefit entitlements for Tier 111, from and after the date of implementation, shall be the same as Tier I. The disability benefits for Tier III shall be the same as the current Tier II disability provisions. 3. The amount of the employee's required retirement contribution shall be established by the County Employees' Retirement Association and shall be based on the employee's age at entry into the retirement system. 4. Employees represented by the Labor Coalition and its member employee organizations (herein SEW 535 SLS - 114 - 1995-99 MOU referred to as 'Labor'.Coalition ),Coalition'), enrolled in Tier 11 who have attained five (5) years of retirement credited service as of the effective date of the enabling legislation shall have a six (6) month period after such date to make a one, time irrevocable election of the Tier III Retirement Plan expressed herein subject to action by the Board of Supervisors to implement the Plan. Thereafter, employees represented by the Labor Coalition enrolled in Tier II who have attained five (5) years of retirement credited service shall have a ninety (90) day period to make a one time irrevocable election of the Tier III Retirement Plan expressed herein. 5. a. The County's employer contributions and subvention of employee contributions for Labor. Coalition employees electing Tier III which exceed those which would be required for Tier II membership shall: 1 . be funded by reducing the general wage increase agreed upon to be effective October 1 , 1997, and the pay equity amounts attributable thereto, by . a percentage sufficient to reduce the County's wage obligation by three ($3) million dollars per year; and the general wage increase of all employees represented by the Labor Coalition shall be reduced accordingly; and 2. in the event the County's costs attributable to the creation and operation of Tier III exceed $3 million per year or SEW 535 SLS - 115 - 1995-99 MOu the County Employees' Retirement Association's actuaries determine in future years that the County's retirement costs have . increased and that the increase is attributable to the creation of Tier III and/or the impact of Tier 11.1 on the County's retirement costs, such increase shall be funded by reducing the general wage increase(s) agreed upon in future years, and the pay equity amounts attributable thereto, to the extent that future wage increases are granted; and the general wage increase(s) of all employees represented by the Labor Coalition shall be reduced accordingly;' and 3. in the event the County's costs attributable to the Tier III Retirement Plan are less than $3 million per year, the difference shall be divided by twelve and each twelfth shall be augmented by an amount equal to the County's common pooled fund interest which would have accrued if one twelfth had been invested in the first month of the past year, two twelfths in the second month of the past year and so forth; and 4. any savings to the County resulting from the creation and operation of Tier l i i shall be used to offset future County retirement cost increases attributable to the creation and operation of Tier III; and SEW 535 SLS - 116 - 1995-99 MOU 5. County savings shall be held in an account by the Auditor-Controller which is invested in the County's common pooled fund and will accrue interest accordingly. The County will report yearly to the Labor Coalition on a) the beginning account balance, b) the interest earned, c) expenditures from the account to cover increased costs resulting from the Tier III Retirement Plan, and d) the ending account balance. b. Any increased costs to the County, due to Tier III participation by employees not represented by the Labor Coalition, shall not be funded by reduction of general wage increases otherwise due to the employees represented by the Labor Coalition. c. Subject to the provisions expressed above, any and all additional employer and County- paid employee contributions. which exceed the sum of the County's legally required contributions under Tier II shall be recovered by reducing general wage increases to the employees represented by the Labor Coalition. d. Any disputes regarding cost or savings shall be subject to binding arbitration upon demand of the Labor Coalition or the County. 6. a. The enabling legislation shall provide that the Tier III Retirement Plan may be implemented SEW 535 SLS - 117 - 1995-99 MOU only by an ordinance enacted by the Board of Supervisors. b. Board of Supervisors' action to implement the Tier III Retirement Plan shall be taken not earlier than seven (7), months after the effective date of the legislation plus thirty (30) days after an actuarial report on the County cost of the Plan is received by the County, provided that before ' enactment of the ordinance, the Labor Coalition has not notified the County in writing that a one percent (1 %) wage increase shall be implemented by the County effective October 1 , 1997, without interest, in lieu of implementation of the Tier III Retirement Plan. 7. The establishment of the Tier III Retirement Plan pursuant to the terms of this Memorandum of Understanding shall be subject to approval by the Board of Retirement of the Contra Costa County Employees' Retirement Association. 8. In the event the County is prevented from implementing the Tier III Retirement Plan for any reason on or before the termination date of this MOU, the agreement of the parties regarding a Tier III Retirement Plan shall expire and a one percent (1 %) lump sum wage increase , shall be implemented by the County within sixty (60) days after the determination that Tier III cannot be implemented or as soon thereafter as practicable for the period covering October 1 , 1997 through such termination date, without interest, in lieu of the Tier III Retirement Plan. SEW 535 SLS - 118 - 1995-99 MOU SECTION 28 - TRAINING REIMBURSEMENT The Social. Service Department shall establish an annually renewable training reimbursement fund in the amount' of $5,000 for the exclusive purpose of reimbursing employees covered by this agreement for the cost of tuition, fees, books, and other employee expenses incurred in the pursuit of work related education, continuing education, or work related graduate degree. Said fund shall replace the career development training reimbursement described in the County Administrative Bulletin on Training. Reimbursement under said fund will be limited to two hundred seventeen dollars ($217) per semester or one hundred sixty-two dollars and fifty cents ($162.50) per quarter, not to exceed six hundred fifty dollars ($650)per year. When authorized as operationally beneficial to the. Department, up to fifty dollars ($50) of the training reimbursement fund per calendar year per employee may be used toward conference attendance or related materials not covered in the Professional Development Allowance in Section 52.4. Effective July 1 , 1996, reimbursement under the above limits for the cost of books for career development shall be allowable. SECTION 29 - MILEAGE 29.1 Reimbursement Rate. Effective May 1 , 1992 the mileage allowance for use of personal vehicles on County business shall be paid according to the rates allowed by the Internal Revenue Service and shall be adjusted to reflect changes in this rate on the date it becomes effective or the SEW 535 SLS _ 119 - 1995-99 MOU first of the month following announcement of the changed rate by the Internal Revenue Service, whichever is later. 29.2 Regulations. The County Administrator shall promulgate regulations covering these matters and the submission of account claims to the Auditor-Controller. SECTION 30 - RESPITE LEAVE WITHOUT PAY All employees represented by Local 535 shall be granted ten (10) days respite leave without pay per fiscal year. Such leave shall be taken in increments of one (1) full day (eight (8) hours) and shall be requested in writing. Conflicting requests for respite. leave shall be resolved by the Department Head or designee with preference given to employees according to their seniority in the department, as reasonably as possible. Any balance in the ten (10) days respite leave which remains at the end of the fiscal year shall not be carried over into the next fiscal year. SECTION 31 - CONSERVATORSHIP DIFFERENTIAL The County will continue to pay a conservatorship differential to any employee covered by this agreement who supervises one or more employees receiving such a conservatorship differential. SECTION 32 - NOTICE OF NEW EMPLOYEES The County agrees to periodically mail to Social Services Union, Local 535 a list of names, classifications, and the SEW 535 SLS - 120 - 1995-99 MOU designation of permanent employment category of new employees appointed to classifications represented by Local 535. Said periodic list will be mailed within forty-five (45) days of the end of each month. SECTION 33 - PERSONNEL FILES A Department shall maintain only one official personnel file. 33.1 Inspection. Each employee, or an employee's representative so designated by written authorization of the employee, shall have the right to inspect and review the employee's personnel file upon request at reasonable times and for reasonable periods during the. regular business hours of the County. 33.2 Inspection Exclusions. - Documentation in the personnel file relating to the investigation of a possible criminal offense, medical records which contain a physician's admonition that the employee not see such records, and information or letters of reference shall be specifically excluded from such inspection and review. 33.3 Removal and Release of Material. Pre- employment reference material shall be removed from the personnel file after one (1) year of continuous employment with the County. Medical records may be released to qualified medical authorities upon execution of a written release by the employee and with the concurrence of the County's medical authorities. SEW535 SLS - 121 - 1995-99 MOU 33.4 Copies. An employee may request copies of other material contained in the personnel file. The employer shall bear the cost of the reproduction of copies. A. The County shall provide the employee with copies of all performance evaluation reports and letters of reprimand or warning or other negative material prior to the placement of such documents in the employee's departmental personnel file. B. A counseling memo placed in an employee's departmental personnel file which is not referenced in the employee's subsequent performance evaluation shall be removed from the employee's departmental personnel file upon the written request of the employee. If an employee is not evaluated when an annual performance is due, the employee may request through the Department Personnel Officer that a performance evaluation be completed. If an employee has not had a performance evaluation within eighteen (18) months subsequent to a counseling memo being placed in the employee's department personnel file, the counseling memo shall be removed from the employee's personnel file, provided that there has not been a subsequent counseling memo on the same subject in that period of time. C. Upon written request of the employee, copies of letters of reprimand or warning shall be sent to the Union. 33.5 Employee Response. The County shall afford the employee the opportunity to respond in writing to any SEW 535 SLS - 122 - 1995-99 MOU information contained in their personnel file. Such response shall be included in the employee's personnel file. SECTION 34 - COUNSELING Whenever an employee's job performance and/or conduct becomes less than satisfactory, counseling shall be provided by the employee's supervisor. Such counseling shall specifically state the unsatisfactory nature of the employee's performance and/or conduct and specific ways in which the employee can bring such performance and/or conduct up to the satisfactory level. Said counseling shall be provided as soon as possible after the occurrence of the less than satisfactory performance and/or conduct. No adverse action shall be taken by the County against any employee unless such counseling has been provided and time for improvement has been given. The employee's supervisor shall prepare written documentation of such counseling and provide a copy of the documentation to the employee. The foregoing shall not apply to probationary employees or in those cases where immediate disciplinary action is necessary. If, after such a counseling session has occurred between a supervisor and employee, the employee requests of the Department Personnel Officer a meeting with a Steward/Officer of the union and Department representatives, such a meeting shall be held. This meeting shall be held within fifteen (15) working. days. SEW 535 SLS - 123 - 1995-99 MOU SECTION 35 - PERFORMANCE EVALUATION 35.1 Purpose. The purpose of a performance evaluation for an employee is to measure the employee's performance against the job specifications and performance requirements of the position that the incumbent is filling. It answers the questions of how well an employee is doing in meeting the department's performance standards for this job. It satisfies a basic requirement for the employee to know where he/she stands with the organization in regard to his/her performance. it delineates ., areas of strengths and weaknesses. Where performance is below standard, it suggests possible ways of making improvement. 35.2 Probationary Period. During the probationary period, the performance evaluation is used as the last phase of an individual's examination process. Probationary employees receive a preliminary evaluation at the end of three (3) months, and a final evaluation after their fifth (5th) month of probation. An overall rating of STANDARD must be received on the final probationary evaluation in order for the employee to achieve permanent status. 35.3 Annual Evaluation. Once an employee achieves permanent.status, the employee's performance is evaluated at least once a year. Additional evaluations may be made between these required evaluations as necessary. Evaluations will also be made when an employee or supervisor terminates, or when an employee or supervisor is reassigned to another unit and , more than three (3) months have elapsed since the last written evaluation. 35.4 Below Standard Evaluation. In the event a permanent employee receives an overall rating of BELOW SEIU 535 SLS - 124 - 1995-99 MOU STANDARD, such employee . must be reevaluated within three (3) months following the date of the report. If the employee shows no significant improvement at the end of this period, a recommendation for demotion or dismissal will be made. However, if at the end of three (3) months, there has been improvement but the employee's performance is still not at a STANDARD level, the employee may be given two (2) additional three-month periods to meet the standards if the supervisor agrees those standards will be reached during this period. The work performance of each employee is to be rated on all of the rating factors on the appropriate form. Each of these factors has been found to be of critical importance in determining successful job performance for employees. Individual rating factors and overall ratings of BELOW STANDARD must be substantiated in the Comments section, as well as suggestions or plans for improved performance in those areas. If some significant aspect of performance is above the level indicated by the factor rating, this may be pointed out by a statement in the Comments section to the employee. 35.5 Discussion With Employee. The Rater will discuss the report with the employee and provide the employee with a copy at that time if the employee wishes to discuss the report with the Reviewer. In signing the report, the employee is merely acknowledging having seen the report; it does not indicate agreement. 35.6 Definitions of Ratings. A factor rating of ABOVE STANDARD means that this part of the employee's work SEW 535 SLS - 125 - 1995-99 MOU performance is consistently ,beyond the level expected of a competent worker in the position. An overall rating of STANDARD means that the employee's work performance is acceptable and will result, where per- tinent, ' in receipt of salary increment,. promotion, or permanent status. A factor rating of BELOW STANDARD means that this part of the employee's work performance is frequently below the level of a competent worker in the position and that effort should be_ made to improve. An overall rating of BELOW STANDARD means the employee's work performance is inadequate and may result in the loss or delay of the salary increment, demotion, dismissal, or rejection on probation. 35.7 Appeal Procedure. If an employee believes his/her rating is improper, he/she should discuss it with the Rater. If still not satisfied, the employee should sign the report and place an "X" in the space provided by his/her signature to indicate he/she wishes to discuss the report with the Reviewer (the Social Service Division Manager). Within five (5) calendar days after being given a copy of the Report of Performance Evaluation, an employee who wishes consideration in addition to the Rater's evaluation should prepare a written statement to the Reviewer as follows: 1 ) Identify the report by stating the date of the report, the name of the Rater, and the date the report was received; 2) Specify the ratings or comments which he/she believes are incorrect and should be changed; 3) Give facts substantiating the requested changes to these ratings or comments; 4) Keep a copy of the written request and send the original to the Reviewer. Upon receiving the written statement, the Reviewer will have five (5) calendar days to meet with the employee to consider the employee's SEW 535 SLS - 126 -- 1995-99 MOU comments and to respondin writing. The Reviewer's response shall be given to the employee. A copy of the Reviewer's response along with the employee's written statement shall be attached to the Report of Performance . Evaluation. Failure to allow the foregoing procedure is subject to the grievance procedure. However, disputes over the actual content or ratings themselves in individual evaluations are not grievable. SECTION 36 SAFETY PROGRAM Health and safety , standards shall be maintained in all County facilities to a maximum degree consistent with the conduct of efficient operations. The Social Service Department shall operate a department- wide employee health and safety program. This program shall consist of: a. A central department Safety Committee comprised of one (1) member appointed by Local 535 from each major building location, one (1 ) management employee who shall be the Building Manager for that location and other employee organization representatives, and the Department Personnel Officer, or designee. The Department Personnel Officer, or designee, will serve as chairperson. The committee shall meet every six (6) weeks. b. All Committee members will receive training on a) accident/injury reporting procedures, b) accident/injury investigation and prevention, c) safety awareness, and d) procedures by which safety concerns are handled. SEW 535 SLS - 127 - 1995-99 MOu C. The committee shall consider items and information raised by its members related to the department's health and safety program. Committee recommendations shall be reported to and reviewed by the Department Head who shall respond in writing to all recommendations. SECTION 37 - FLEXIBLE STAFFING 37.1 Designation. Certain positions may be designated by the Human Resources Director as flexibly staffed positions. Positions are generally allocated at the first level of the job series when vacated. When the position is next filled and an incumbent of one of these positions meets the minimum qualifications for the next higher level and has met appropriate competitive requirements he/she may then be promoted to the next .higher classification within the job series without need of a classification study. The following job classifications are flexibly staffed: None. Open examinations at either level in the above mentioned classifications shall be administered upon the request of the Department Head and approval of the Director of Human Resources. 37.2 Continuous Testing for Flexibly Staffed Classes. Employees in a flexible staffed job series which have been determined by the Director of Human Resources as appropriate for continuous testing may apply for promotion to the next higher classification level as follows: SEIU 535 SLS - 128 - 1995-99 MOU Applicants must file the regular Human Resources Department Application for Examination Form and where applicable, the appropriate supplemental questionnaire with the Human Resources Department. The first Friday in each month is the filing deadline for any candidate who meets the minimum qualifications at any time during that month. The names of accepted applicants will be placed on the eligible list by the first working day of the following month. Employees who file applications must notify their supervisor and their departmental personnel officer. Nothing contained in this section shall be construed as making a promotion automatic or automatically effective on the first of the month following the filing of an application. It is the responsibility of the Department that wishes to promote employees in flexibly staffed positions to submit a personnel request .(certification request) prior to the first day of the month in which they wish to promote the employee. Personnel requests for promotion of employees to become effective on the first of the month must be in the Human Resources Department by the last working day of the prior month. It is the employees responsibility to submit applications for promotion sufficiently in advance to assurereceipt in the Personnel Office by the first Friday of the month in which they become eligible for promotion. If an error occurs in the Human Resources Department which causes a delay in the processing of an application, said error shall be corrected and the employee shall be . placed on the eligible 1ist retroactively to the first of the month following his/her eligibility. If an operating department verifies in writing the intent to promote an employee on the first of the month following eligibility, said appointment shall be made retroactive to the first of the month following his/her eligibility. SEIU 535 SLS - 129 - 1995-99 MOU SECTION 38 - STAFFING ALLOCATIONS AND REASSIGNMENTS On the basis of the Department's staffing distribution review, the Department may consider reassignment of staff represented by this agreement. The following procedure shall be used: a. Internal moves within the Division may be made at the discretion of the Assistant Director within twenty (20) working days following publication of staff allocations. - b. Authorized staffing levels shall be determined as needed by the Department. Vacant authorized positions shall be bid to the appropriate class in all offices for a three-day period and, as provided below, may be certed simultaneously from the appropriate Eligible List, or filled as otherwise provided in the MOU or County Regulations. Where there are at least five (5) bid responses for a Social Work Supervisor li position, or four (4) bid responses for a Social Work Supervisor I or other remaining classes within the representation Unit, the Department shall only interview and select from those respondents. Where there are less than the minimum bid respondents at any point in the bid process, the Department may cert from the appropriate eligible list or fill. as otherwise provided in the MOU or County regulations, provided, however, that all bid respondents will be interviewed. Authorized vacancies resulting from SEW 535 SLS - 130 - 1995-99 MOU the bid process may automatically be certed from an appropriate eligible list. In the event of workload imbalance, upon mutual agreement between the Union and Department, bids may be limited so specific Division(s) to correct said imbalance. C. Employees responding to bids shall complete Department Reassignment Request Forms and submit these to the Department Personnel Unit. Such Reassignment Request Forms must be received by 5:00 p.m. on the day the bid closes. d. If there are less than five (5) responses to-a. posted bid notice and the Department is not able to otherwise fill the position, the Department may consider the bid responses and/or consider reassignment of one (1 ) of the three (3) least senior employees within the classification within two (2) weeks of the closing of the bid. If there are only two (2) bidders; the two (2) bidders will be considered for reassignment along with the least senior employee; if there is only one (1) bidder, that bidder will be considered for reassignment along with the two (2) least senior employees. e. If a vacancy occurs in the same class and in the same division from which an employee was involuntarily reassigned, the Department shall offer the position to the employee who was involuntarily reassigned. If the employee declines the offer, or voluntarily transfers after such involuntary reassignment, he/she will not be considered for any future vacancies in that Division except as provided for in 38 b. above. SEW 535 SLS - 131 - 1995-99 MOU f. Positions flagged as needing a language skill or special qualifications shall be identified on bids. Only employees having such skill or meeting such qualifications shall be accepted for bid interview or for mandatory reassignments as provided in this section. g. Specially funded assignments, assignments of limited duration (less than six (6) months), special circumstances (which generally will be less than six (6) months) or requiring special skills, and assignments made due to reorganization, shall not be subject to procedures in this section. The Department is not limited in its description of the special circumstances described in this section which may necessitate a specific reassignment of employees. h. Reassignments shall not be . used as a replacement for discipline. Employees on probation or in an Improvement Needed Review status shall not be reassigned. If one (1 ) of the least senior persons in the class is on Improvement Needed or on probation, a total of three (3) eligible least senior persons in the class will be considered for reassignment, unless the bid is limited to a specific Division in accordance with 38 b. herein, in which case the three (3) least senior persons in that specific Division will be considered for reassignment. i. The Department's selection decision in accordance with the procedures outlined in this section are not subject to the Grievance Procedure contained in Section 25 herein. . SEW 535 SLS - 132 - 1995-99 MOu SECTION 39 - REIMBURSEMENT FOR MEAL EXPENSES Employees shall be reimbursed for meal expenses under the following circumstances and in the amount specified: a. When the employee is required by his/her Department.Head to attend a meeting concerning County business or County affairs. b. When the employee is required to be out of his/her regular or normal work area during a meal hour because of a particular work assignment. C. When the employee is required to stay over to attend consecutive or continuing afternoon and night sessions of a board or commission. d. When the employee is required to incur expenses as host for official guests of the County, work as members of examining boards, official visitors, and speakers or honored guests at banquets or other official functions. e. When the employee is required to work three (3) or more hours of overtime; in this case he or she may be reimbursed in accordance with Administrative Bulletin on, expense reimbursement. Meal costs will be reimbursed only when eaten away from home or away from the facility in the case of employees at twenty-four (24) hour institutions. SEIU 535 SLS - 133 - 1995-99 MOU Procedures and definitions relative to reimbursement for meal expenses shall be in accordance with the Administrative Bulletin on Expense Reimbursement. SECTION 40 - PERSONAL PROPERTY REIMBURSEMENT The loss or damage to personal property of employees is subject to reimbursement under the following conditions: a. The loss or damage must result from an event which is not normally encountered or anticipated on the job and which is not subject to the control of the employee. b. Ordinary wear and tear of personal property used on the job is not compensated. C. Employee tools or equipment provided without the express approval of the department head and automobiles are excluded from reimbursement. d. The loss or damage must have occurred in the line of duty. e. The loss or damage was not a result of negligence or lack of proper care by the employee. f. The personal property was necessarily worn or carried by the employee in order to adequately fulfill the duties and requirements of the job. SEW 535 SLS - 134 1995-99 MOU, g. The loss or damage to employees eyeglasses, dentures, or other prosthetic devices did not occur simultaneously with a job connected injury covered by workers' compensation. h. The amount of reimbursement shall be limited to the actual cost to repair damages. Reimbursement for items damaged beyond repair shall be limited to the actual value of the -item at the time of loss or damage but not more than the original cost. i. The burden of proof of loss rests with the employee. j. Claims for reimbursement must be processed in accordance with the Administrative Bulletin on Compensation for Loss or Damage to Personal Property. SECTION 41 - LENGTH OF SERVICE DEFINITION (for service awards and vacation accruals) The length of service credits of each employee of the County shall date from the beginning of the last period of continuous County employment (including temporary, provisional, and permanent status, and absences on approved leave of absence). When an employee separates from a permanent position in good standing and within two (2) years is reemployed in a permanent County position, or is reemployed in a permanent County position from a layoff list within the period of layoff eligibility, service credits shall include all credits accumulated at time of separation, but shall not include the period of separation. The Human SEW 535 SLS - 135 - 1995-99 MOu Resources Director shall determine these matters based on the employee status records in his/her department. SECTION 42 - SERVICE AWARDS The County shall continue its present policy with respect to service awards including time off; provided, however, that the type of award given shall be at the sole discretion of the County. The following procedures shall apply with respect to service awards: Presentation Before the Board of Supervisors An employee with twenty (20) or more years of service may go before the Board of Supervisors to receive his/her Service Award. When requested by a department, the Human Resources Department will make arrangements for the presentation ceremony before the Board of Supervisors and notify the department as to the time and date of the Board meeting. Service Award Day Off. Employees with fifteen (15) or more years of service are entitled to take the day off with pay at each five (5) year anniversary. SECTION 43 - PERMANENT PART-TIME EMPLOYEE BENEFITS Permanent part-time employees receive prorated vacation and sick leave benefits. They are eligible for health, dental and life insurance benefits at corresponding premium rates providing they work at least fifty percent (50%) of full time. SEIU 535 SLS - 136 - 1995-99 MOU If the employee works at least fifty percent (50%) of full time, County retirement participation is also included. SECTION 44 - PERMANENT-INTERMITTENT EMPLOYEE BENEFITS Permanent-intermittent employees are eligible for prorated vacation and sick leave benefits. SECTION 45 - PERMANENT-INTERMITTENT HEALTH PLAN A permanent-intermittent employee may participate in the County Group Health Plan Program wholly at the employee's expense. The employee will be responsible for paying the monthly premium appropriately and punctually. Failure to meet the premium deadline will mean automatic and immediate withdrawal from the County Group Health Plan and reinstatement may only be effectuated during the annual open enrollment period. SECTION 46 - PROVISIONAL EMPLOYEE BENEFITS Provisional employees, who are not permanent employees of the County immediately prior to their provisional appointment, are eligible for vacation and sick leave benefits. Said provisional employees may participate in the County Group Health Plan Program wholly at the employee's expense. The County will not contribute to the employee's monthly premium. The employee will be responsible for paying the monthly premium appropriately SEW 535 SLS - 137 - 1995-99 MOU and punctually. Failure to meet the premium deadline will mean automatic and immediate withdrawal from the County Group Health Plan Program and reinstatement may only be effectuated during the annual open enrollment period. SECTION 47 - INDEMNIFICATION AND DEFENSE OF COUNTY EMPLOYEES The County shall defend and indemnify an employee against any claim or action against the employee on account of-an act or omission in the scope of the employee's employment with the County in accordance with, and subject .to, the. provisions of California.Government Code Sections 825 et seq and 995 et seq. SECTION 48 - MODIFICATION & DECERTIFICATION For the duration of this MOU the following amendments to Board Resolution 81/1165 shall apply: Section 34-12.008 - Unit Determination (a) shall be modified in the first paragraph to delete the ten (10) percent requirement for an employee organization intervening in the unit determination process and substitute therefore a thirty (30) percent requirement. Section 34-12.013 - Election Procedure (b) shall be modified in the first paragraph to delete the ten (10) percent requirement for any recognized employee organization(s) to appear on the ballot and substitute therefore a thirty (30) percent requirement. SEW 535 SLS - 138 - 1995-99 MOU Section 34-12.016 - Modification of Representation Units shall be modified in the first sentence by adding words to the effect of "most recent" to the date of determination. This section shall be modified in the second sentence to require that petitions for modification of a representation unit be filed during a period of not more than one hundred and fifty (150) days nor less than one hundred and twenty (120) days prior to the expiration of the MOU in effect. The last sentence of this section shall be modified so that modification of a representation unit shall not negate the, term of an existing MOU between the County and the recognized employee organization of the unit prior to the modification proceedings. Section 34-12.018 - Decertification Procedure shall be modified in the first sentence by adding words to the effect of "most recent" to the date of formal recognition and by requiring the petition be submitted during a period of not more than one hundred and fifty (150) days nor less than one hundred and twenty (120) days prior to the expiration of the MOU in effect. SECTION 49 - UNFAIR LABOR PRACTICE 49.1 Filing. Either the County or the Union may file an unfair labor practice as defined in Board of Supervisors' Resolution 81/1165 against the other. Allegations of an unfair labor practice, if not resolved in discussions between the parties within thirty (30) work days from the date of receipt, may be heard and decided by a mutually agreed upon impartial third party. 49.2 Unfair Labor Practice - County. It is an unfair labor practice for the County to: SEW 535 SLS - 139 - 1995-99 MOU a. Interfere with, restrain. or coerce employees in the exercise of the right' recognized or granted in this division; b. dominate or interfere with the formation of any employee organization or interfere with selection of a majority representative; C. contribute financial support to any employee organization; or d. refuse to meet and confer in good faith (with representatives of formally organized employee organizations on matters within the scope of representation), or to refuse to consult with informally recognized employee organizations on matters within the scope of representation. 49.3 Unfair Labor Practice - Union. It is an unfair labor practice for the Union or their representatives or members to: a. interfere with, restrain or coerce employees in the exercise of the rights recognized or granted in this division; b. coerce, attempt to coerce or discipline any member of an organization so as to hinder or impede the performance of his/her duties; C. discriminate against any employee with regard to the terms or conditions of membership because of race, color, creed, sex or national origin; SEW 535 SLS - 140 - 1995-99 MOU d. refuse to consult, or meet and confer in good faith, with management representatives on matters Within the scope of representation; or e. initiate, engage in, cause, instigate, encourage or condone a work stoppage of any kind or other disruptive activities which are detrimental to the conduct of county business and services. f SECTION 50 - DEPENDENT CARE A. Dependent Care Information & Referral Service. The County will administer an "Information & Referral Service" through the Contra Costa Child Care Council for the duration of this MOU. B. Dependent Care Salary Contribution. Subject to the applicable provisions of the Internal Revenue Service, employees may contribute up to $5,000 each calendar year from their salaries for approved dependent care; only eligible employees may contribute for such expenses; there is no County contribution for dependent care. Reimbursements are made on a monthly basis subject to submission of itemized statements, adequate accumulation of the salary contribution, proof of payment, and applicable County administrative procedures. SEW 535 SLS - 141 - 1995-99 MOU SECTION 51 - SPECIAL STUDIES/OTHER ACTIONS 51 .1 Task Force. The Social Service Department and representatives from SEIU Local 535 Service Line Supervisors will form a Task Force consisting of four (4) representatives from each party to review the amount and nature of work of Service Line Supervisors. The Task Force will make recommendations concerning streamlining functions and/or processes, and establishing priorities for the purpose of addressing workload. The Task Force will begin no later than 60 days after the signing of a new MOU, and will endeavor to complete its recommendations by the end of September 1992. 51 .2 Differentials. The County and the Labor Coalition agree to establish a Labor/Management Committee comprised of five (5) Labor and five (5) Management employees to study and recommend actions necessary to standardize payment and application of differentials including, but not limited to, proration for less than full-time employees; the length of payment while on paid sick leave or disability; and consistency between percent-based vs flat- payment differentials. 51 .3 Bi Weekly Pay Periods. The County shall present to the Labor Coalition a comprehensive proposal for replacement of the current system of monthly pay with a bi- weekly (every other week) pay system. The Labor Coalition agrees to commence meet and confer on those elements in the proposed bi-weekly payroll system which are within the scope of bargaining and/or on the impact of replacing the current monthly pay system with a bi- SEIU 535 SLS - 142 - 1995-99 MOU weekly system. Any implementation of a bi-weekly pay system must be by mutual agreement of the parties. Meet and confer on bi-weekly pay may also include as applicable discussion on (1) the proration of vacation and sick leave accruals for permanent part-time emploYees and (2) discontinuing the payroll practice of applying a factor of 1 .05 when computing the base pay hourly equivalent for full- time and part-time permanent employees for the purpose of compensating shift differential, hazard pay, straight-time overtime and straight-time holiday pay. However, these discussions will not be contingent upon any agreement reached regarding bi-weekly pay. 51 .4 Grievance Procedure. Representatives of the County shall meet and confer with representatives of the Labor Coalition in order to develop rules and guidelines governing the conduct and administration of Adjustment Boards. SECTION 52 - SPECIAL BENEFITS Social Services First Line Supervisors represented by Social Services Union, Local 535 are eligible to receive the following benefits: a. Life Insurance. $35,000 Group Term Life Insurance will be provided. Premiums for this insurance will be paid by the .County with conditions of eligibility to be reviewed annually. b. LTD. Long-Term Disability Insurance will be provided, with a replacement limit of eighty-five SEW 535 SLS - 143 - 1995-99 MOU percent (85%) of.,.total monthly base earnings reduced by any deductible benefits. The premium for this Long-Term Disability Insurance will be paid by the County. C. Vacation Buy Back. A vacation Buy Back plan will be provided for reimbursement for up to one-third (1/3) of an employee's annual vacation accrual, subject to the following conditions: (a) the choice can be made only once in each calendar year; (b) payment shall be based on an hourly rate determined by dividing the employee's monthly salary by 173.33; and (c) the maximum number of hours that may be reimbursed in any year is one- third (1/3) of the annual accrual at the time of reimbursement. d. Professional Development. A Professional Development Reimbursement Plan will be provided to include reimbursement of up to one hundred fifty dollars ($150) per fiscal year for memberships in professional organizations, subscriptions to professional publications, attendance fees at job- related professional development activities, job- related books, electronic calendars and organizers, and software and hardware from a standardized County approved list or with Department Head approval, provided each employee complies with the provisions of the Computer Use and Security Policy adopted by the Board of Supervisors. Authorization for individual professional development reimbursement requests shall be made by the Department Head. Reimbursement will occur through the regular demand process with SEW 535 SLS - 144 - 1995-99 MOU demands being accompanied by proof of payment (copy of invoice or canceled check). e. Longevity Pay. A Longevity Pay Plan will provide a 2.5% increase in pay following completion of ten (10) years of County Service, subject to appointing authority approval based on merit. f. Deferred Compensation Incentive. The County's contribution to eligible employees who participate in the County's Deferred Compensation Plan will be forty dollars ($40) per month. To be eligible for this incentive supplement, eligible employees must first, as a member of this Union, contribute a Base Contribution Amount to the Deferred Compensation Plan as follows: Current Qualifying Monthly Base Contrib. Monthly Base Contr. Amt. for Maintaining Salary Amount Incentive Prog. Eligibility 2,500 & below 250 50 2501 - 3334 500 50 3335 - 4127 750 50 4168 - 5000 1000 50 5001 - 5834 1500 100 5835 - 6667 2000 100 6668 & above 2250 100 Employees who meet these Base Contribution Amounts must contribute at least fifty dollars ($50) or one hundred dollars ($100) per. month to remain eligible for the forty ($40) County supplement. Employees who discontinue contributions or who contribute less than the required amount per month for a period of one (1) month or more will no longer be eligible for the $40 County supplement. To SEW 535 SLS - 145 - 1995-99 MOU reestablish eligibility,;employees must again make a Base Contribution Amount as set forth above based on current monthly salary. Employees with a break in Deferred Compensation contributions because of either an approved medical leave or approved financial hardship withdrawal, shall not be required to reestablish eligibility. . Further, employees who lose eligibility due to budgetary constraints but maintain contributions at the required level and later return to an eligible position shall not be required to reestablish eligibility. SECTION 53 - ADOPTION The provisions of this MOU shall be made applicable on the dates indicated and upon approval by the Board of Supervisors. Resolutions and. Ordinances, where necessary, shall be prepared and adopted in order to implement these provisions. It is understood that where it is determined that an Ordinance is required to implement any of the foregoing provisions, said provisions shall become effective upon the first day of the month following thirty (30) days after such Ordinance is adopted. SECTION 54 - SCOPE OF AGREEMENT AND SEPARABILITY OF PROVISION 54.1 Scope of Agreement. Except as otherwise specifically provided herein, this MOU fully and completely incorporates the understanding of the parties hereto and constitutes the sole and entire agreement between the parties in any and all matters subject to meet and confer. SEW 535 SLS - 146 - 1995-99 MOU Neither party shall, during the term of this MOU demand any change herein, provided that nothing herein shall prohibit the parties from changing the terms of'this MOU by mutual agreement. 54.2 Separability of Provisions. Should any section, clause or provision of this MOU be declared illegal, unlawful or unenforceable, by final judgment of a court of competent jurisdiction, such invalidation of such section, clause or provision shall not invalidate the remaining portions hereof, and such remaining portions shall remain in full force and effect for the duration of this MOU. 54.3 Personnel Management Regulations. -Where a specific provision contained in a section of this MOU conflicts with a specific provision contained in a section of the Personnel Management Regulations, the provision of this MOU shall prevail. It is recognized, however, that certain provisions of the Personnel Management Regulations may be supplementary to the provisions of this MOU and as such remain in full force and effect. f SEW 535 SLS - 147 - 1995-99 MOU Neither party shall, during the term of this MOU demand any change herein, provided that nothing herein shall prohibit the parties from changing the terms of this MOU by mutual agreement. 54.2 Separability of Provisions. Should any section, clause or provision of this MOU be declared illegal, unlawful or unenforceable, by final judgment of a court of competent jurisdiction, such invalidation of such section, clause or provision shall not invalidate the remaining portions hereof, and such remaining portions shall remain in full force and effect for the duration of this MOU. 54.3 Personnel Management Regulations.-Where a specific provision contained in a section of this MOU conflicts with a specific provision contained in a section of the Personnel Management Regulations, the provision of this MOU shall prevail. It is recognized, however, that certain provisions of the Personnel Management Regulations may be supplementary to the provisions of this MOU and as such remain in full force and effect. Date: 1 ,9 Iq CONTRA COSTA COUNTY SEW LOCAL 535 SERVICE LINE SUPERVISORS SEW 535 SLS - 147 - 1995-99 MOU ATTACHMENT A SOCIAL SERVICES UNION, LOCAL 535 SERVICE LINE SUPERVISORS UNIT SALARIES - JULY 1 , 1996 Class Class Title Salary Range X7SA SS Empl. Prog. Coordinator $3489 - 4241 X4SJ SS Prehearing Review Spec. $3534 - 4296 XOHB Social Work Supervisor 1 $3489 - 4241 XOHA Social Work Supervisor II $391-8 - 4762 X7HB Vocational Assessment Supvr. $3499 - 4253 ATTACHMENT B Contra E- Human Resources Costa fi .; Department a ..:a..3:. �: Administration Bldg. County a_�o�- 651 Pine Street,Third Floor Martinez,California 94553-1292 (510)335-1764 Leslie T.Knight February 18, 1997 Director of Human Resources Joyce Baird, Field Representative SEIU Local 535 - Service Line Supervisors Unit 661 - 27th Street Oakland CA 94612 RE: TEMPORARY EMPLOYEES Dear Ms. Baird: This letter confirms agreement reached October 15, 1996 between the County and Local 535 that subject to the approval and establishment of permanent positions by .the Board of Supervisors, if necessary, temporary employees represented by Local 535 who have worked not less than 6,000 hours in temporary employee status between January 1, 1991 and July 1, 1996 inclusive, shall be offered an appointment to such positions, subject to qualification under the Personnel Management Regulations, in the classification and department in which they currently work. Such employees shall have the option of either remaining in temporary status (not to exceed 1000 hours in a fiscal year) or being appointed to a permanent-intermittent, permanent part-time, or permanent full-time position. The formula to be used to calculate the position type (full-time, part-time) for each employee who elects appointment to a permanent position is the employee's total number of temporary hours worked on or after January 1, 1991 divided by the total number of months of service in which those temporary hours were worked. Additionally, the County agrees to meet and confer with Local 535 concerning the future use of represented temporary employees. Sincerely, W'�7 Kathy Ito Labor Relations Manager ATTACHMENT C Tentative Agreement Wages & Health Plan Adjustments The County and the members of.the Labor Coalition agree to jolt*recommend that the Board of Supervisors consider and adopt the following settlement on wages and health plan adjustments for the period October 1, 1993, to September 30, 1995- 1. Wags Effective July 1, 1994, increase salary by 10 levels (1.0045%). Effective January 1, 1995, increase salary by 10 levels (1.0045%). Any net savings achieved by the County from the rrpiaccment of the 1st Choice Health Plan by the QualMod Health Plan for those cbg'bk to a salary mase as provided herein and which is above the cost of the 20 kvd salary increase shall be added to the I%salary c effoctive January 1, 1995.7he California Nurses Aaaociation, IAFF Local 1230, and the Union of American Physicians and Dentists are extudcd from these wage increases and subvcation calculations.The savings shall be computed on a per cap basis as follows: a. The County's "origaral cost"shall be computed by adding together the gross subvention for each represented employee in 1st Choice for the month of 10-01-93, the sum then increased b3, 14%. b. The County's "current cost" shall be computed by adding together the gross subven- tions of each represented employee who transferrod from 1st Choice to QualMcd, for the month 1"1-94. c. The amount of money to be provided as additional monthly salary increases shall be the "original cost" minus the "current cost" minus the monthly cost of the 20 level wage Increases- 2 Coverages Offered - - Effoctiw February 1, 1994, the County will offer medical plans including Contra Costa Health Plan(CCHP� Kaiser, QualMed, Delta Dental, and Safeguard Dental- 3. Health Plan Subvention Effective 211/94: - CCHP = County share 980/0 QualMed/Kaiser HMO's = County Share 7910/0 QualMed PPO = County share 77% to October 31, 1994. Della Dental = Increase annual maximum benefit per member from 51,000 to 51.200. 4. Kaiser C_ o ays Effective February 1, 1994: — Kaiser Office Visit = $3.00; Kaiser Drugs — $3.00 5. Future OualMed PPO Increases Effective November 1, 1994, the County and Coalition members will equally share (50/50) the amount of any premium increases. 6. Health Plan RevieNN- Committee The County proposal for a labor/management health plan re\le%v committee is accepted. The Committee shall be comprised of five reps of the Coalition and up to five reps of management and shall review changes in rates and benefits and if the committee decides it is advisable to meet writh a health plan provider, such contact shall be initiated by the chairperson. 7. Wellness The Count)- proposal on Wellness presented 1/6/94 is accepted and is effective February 1, 1994. 8. Indemnification The County will indemnifi• all unions in the Coalition in actions brought regarding termination of the 1st Choice Health Plan. 9. Runout The County aures to assume all runout costs associated with termination of the 1st Choice Health Plan. 10. Open Enrollment Open Enrollment on a one-time basis shall be Januarn', 1994. through February', 1994, and shall subsequently.be in November of each year. Dated: January 13, 1994 For the Count\T: For the Coahtio SUBJECT INDEX AdvanceNotice....................................................................................... 9 AnniversaryDates................................................................................. 16 Bilingual Provisions............................................................................. 113 CallBack Time...................................................................................... 32 Catastrophic Leave Bank..................................................................... 66 ChildCare ............................................................................................. 90 Communicating With Employees........................................................... 7 Compensation Complaints .... ........................................................... 111 Compensation for Portion of Month..................................................... 19 Confidentiality of Information/Records.................................................... 90 Conservatorship Differential............................................................... 120 Counseling............................................................................................ 123 Days & Hours of Work..........................................................................28 DeferredRetirement............................................................................. 86 Demotion............................................................................................. 105 DependentCare.................................................................................. 141 Disability................................................................................................ 54 Dismissal............................................................................................. 102 DualCoverage .................................................................................... 107 DuesDeduction....................................................................................... 5 Family Care Leave or Medical Leave................................................... 72 FlexibleStaffing............................... ................................................. 128 Furlough Days Without Pay.................................................................. 71 General Wage Increases...................................................................... 12 Grievance Procedure.......................................................................... 106 Group Health Plan Coverage,............................................................... 76 Health Care Spending Account............................................................ 88 HealthPrograms................................................................................... 83 Holidays............. ..................................................................................43 Indemnification & Defense of County Employees............................. 138 Jury Duty................................. ............................ 81 .................................. Leaveof Absence................................................................................. 69 Leave Pending Employee Response................................................. 105 Length of Service Definition.............................................................. 135 Maintenance of Membership.................................................................. 5 MealExpenses............................ . ...................................................... 133 Medical Certification.............................................................................. 73 MeritBoard.......................................................................................... 112 Mileage Reimbursement .................................................................... 119 MilitaryLeave........................................................................................ 71 NoDiscrimination.................................................................................. 10 Notice of New Employees................................................................... 120 On-Call Duty ......................................................................................... 32 OpenExam............................................................................................ 95 Part-Time Compensation....................................................................... 19 Pay Equity Implementation................................................................... 13 Pay for Work in Higher Classification...................................................24 PayWarrant Errors...............................................................................27 Performance Evaluation ..................................................................... 124 Permanent Intermittent Employee Benefits........ ............................ 137 Permanent Part-Time Employee Benefits.......................................... 136 PERSLong Term Care......................................................................... 90 PersonalLeave..................................................................................... 31 Personal Property Reimbursement.................................................... 134 PersonnelFiles.................................................................................... 121 Physical Examination Requirement..................................................... 97 Position Reclassification....................................................................... 19 Pregnancy Disability Leave.................................................................. 76 ProbationaryPeriod.............................................................................. 90 PromotionPolicy.................................................................................... 95 Promotion Via Reclass Without Examination....................................... 95 Provisional Employee Benefits........................................................... 137 - II - Reassignment of Laid Off Employees..................................................42 Resignations........................................................................................ 100 Respite Leave Without Pay................................................................ 120 Retirement Contribution...................................................................... 113 RetirementCoverage............................................................................ 85 SafetyProgram................................................................................... 127 Salary on Appointment From a Layoff List.......................................... 22 Salary on Involuntary Demotion...........................................................22 Salaryon Promotion ............................................................................. 22 Salaryon Transfer.............................................................. ................ 23 Salary on Voluntary Demotion.............................................................. 23 Salary Reallocation & Salary on Reallocation..................................... 20 Scope of Adjustment Board & Arbitration Decisions......................... 110 SDIProgram..........................................................................................65 SeniorityCredits....................................................................:.......... 96 Separation Through Layoff................................................................... 35 ServiceAwards................................................................................... 136 Shift Differential..................................................................................... 33 Shop Stewards & Official Representatives.......................................... SickLeave........................................................... ................................46 Skelly Requirements........................................................................... 104 Social Service Office Stewards............................................................ 12 SpecialBenefits.................................................................................. 142 Special Studies/Other Actions............................................................ 141 Staffing Allocations & Reassignments............................................... 130 Strike/Work Stoppage......................................................................... 112 Suspension.......................................................................................... 106 Tier III Retirement Plan.:..................................................................... 114 TimeOff to Vote.................................................................................... 80 Training Reimbursement.................................................................... 119 Transfers ............................................................................................... 97 UnauthorizedAbsence.......................................................................... 80 Unfair Labor Practice.......................................................................... 139 UnionDues Form....................................................................................6 Union Representatives ......................................................................... 11 Useof County Buildings......................................................................... 8 - iii - Vacation ................................................................................................44 Wellness Incentive Program................................................................. 88 Withdrawal of Membership................................................:.................... 7 WitnessDuty......................................................................................... 83 Workers' Compensation....................................................................... 59 WorkforceReduction............................................................................ 34 Written Statement for New Employees................................................ 10 ATTACHMENTS A - CLASS & SALARY LISTING B - TEMPORARY EMPLOYEES AGREEMENT C - WAGES & HEALTH PLAN ADJUSTMENTS SUBJECT INDEX - iv -