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HomeMy WebLinkAbout2009-10-21 - Resolution No. 09-19 -7 RESOLUTION NO. 09-19 ' RESOLUTION OF THE BOARD OF DIRECTORS OF THE YORBA LINDA WATER DISTRICT ADOPTING THE MEMORANDUM OF UNDERSTANDING AND PAY PLAN BETWEEN THE DISTRICT AND THE YORBA LINDA WATER DISTRICT EMPLOYEES ASSOCIATION WHEREAS, District Personnel Rule 12 provides for the recognition of employee organizations in order to promote communication between the District, its employees and recognized employee organizations; and WHEREAS, District employees have elected to be represented by the Yorba Linda Water District Employees Association; and WHEREAS, the District has recognized the Yorba Linda Water District Employees Association as the recognized employee organization; and WHEREAS, an agreement between the District and the Yorba Linda Water District Employees Association exists and the details are set forth in the 2009- 2010 Memorandum of Understanding between the District and the Yorba Linda Water District Employees Association. ' NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda Water District as follows: Section 1. The General Manager is authorized to execute the Memorandum of Understanding between the Yorba Linda Water District and the Yorba Linda Water District Employees Association for fiscal year 2009-2010 as attached hereto and by this reference incorporated herein including its attachments Exhibits "A" through "D" Section 2. That Resolution 06-07 is hereby rescinded. PASSED AND ADOPTED this 218t day of October 2009, by the following called vote: AYES; Directors Beverage, Collett, Mills and Armstrong NOES. None ABSTAIN: None ABSENT Director Armstrong ' John W. Summ , President Yorba Linda Water District Resolution No. 09-19 Adopting the MOU and Pay Plan Between the District and the YLWD Employees Association 1 ATTEST. Ken Vecchiarelli, Secretary Yorba Linda Water District I Reviewed as to form by Special Employment Relations General Counsel: Richard M. Kreisler, Esq. Liebert Cassidy Whitmore Resolution No. 09-19 Adopting the MOU and Pay Plan Between the District and the YLWD Employees Association 2 TABLE OF CONTENTS Paqe ARTICLE 1. RECOGNITION ............................................................................ 1 ARTICLE 2. SALARY SCHEDULE................................................................... 1 Section 2.1 Salary Schedules.......................................................................... 1 Section 2.2 Position Reclassification. .............................................................. 1 Section 2.3 Employee PERS Contribution Rate. ............................................. 2 Section 2.4 Merit Increases. ............................................................................ 2 Section 2.5 Acting Appointments..................................................................... 3 Section 2.6 Salary Deduction. ......................................................................... 4 Section2.7 Probation. ..................................................................................... 4 ARTICLE 3. OVERTIME AND COMPENSATORY TIME OFF ......................... 5 Section3.1 Overtime. ...................................................................................... 5 Section 3.2 Compensatory Time. .................................................................... 5 ARTICLE 4. STANDBY AND CALL OUT COMPENSATION............................ 6 Section 4.1 Standby Compensation. ............................................................... 6 Section 4.2 Call-Out Compensation. ............................................................... 6 ARTICLE 5. INSURANCE ................................................................................ 8 Section 5.1 Life Insurance. .............................................................................. 8 Section 5.2 Health and Accident Insurance..................................................... 8 Section 5.3 Dental Insurance........................................................................... 9 Section 5.4 Vision Coverage. .......................................................................... 9 Section 5.5 Domestic Partners. ....................................................................... 9 Section 5.6 Retiree Insurance Benefits. ........................................................ 10 Section 5.7 Cafeteria Plan............................................................................. 11 Section 5.8 Long-Term Disability................................... ............. 11 ................... ARTICLE 6. HOURS....................................................................................... 11 ARTICLE 7. HOLIDAYS ................................................................................. 12 ARTICLE 8. VACATION ................................................................................. 14 ARTICLE 9. LEAVES...................................................................................... 16 Section 9.1 Sick Leave. ................................................................................. 16 Section 9.2 Disability Leave........................................................................... 18 Section 9.3 Leave of Absence Without Pay................................................... 18 Section 9.4 Maternity Leave. ......................................................................... 19 Section 9.5 Jury Duty/Court Testimony. ........................................................ 20 Section 9.6 Bereavement Leave.................................................................... 20 Section 9.7 Emergency Leave Policy. ........................................................... 21 THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 351607.1 Y0030-008 -i- f Paqe ARTICLE 10. GRIEVANCE PROCEDURE...................................................... 21 Section10.1 Purpose. ..................................................................................... 21 Section 10.2 Matters Subject to the Grievance Procedure. ............................. 21 Section 10.3 Informal Grievance Adjustment. ................................................. 21 Section 10.4 Formal Grievance Procedure...................................................... 22 Section 10.5 General Conditions. .................................................................... 23 ARTICLE 11. EMPLOYEE DISCIPLINE ........................................................... 24 Section 11.1 Forms of Discipline. .................................................................... 24 Section11.2 Procedure. .................................................................................. 24 Section 11.3 Appeal of Disciplinary Action. ..................................................... 25 ARTICLE12. JOB POSTING............................................................................ 27 ARTICLE 13. MISCELLANEOUS BENEFITS................................................... 27 Section 13.1 Safety Boot Allowance................................................................ 27 Section 13.2 Reimbursement for Certificates. ................................................. 28 Section 13.3 Education Reimbursement. ........................................................ 28 Section13.4 Uniforms. .................................................................................... 29 Section 13.5 Job Description........................................................................... 29 ARTICLE14. DRUG POLICY........................................................................... 29 ARTICLE 15. COMPLETION OF MEET AND CONFER .................................. 30 ARTICLE16. REOPENER ............................................................................... 30 ARTICLE 17. CONCERTED ACTIVITES ......................................................... 30 ARTICLE 18. TERM OF AGREEMENT............................................................ 31 ARTICLE 19. DISTRICT GOVERNING BOARD APPROVAL .......................... 31 YLWD EMPLOYESS ASSOCIATION MOU 2006/2009 351607.1 Y0030-008 '11- MEMORANDUM OF UNDERSTANDING 2009-2010 BY AND BETWEEN THE YORBA LINDA WATER DISTRICT AND THE YORBA LINDA WATER DISTRICT EMPLOYEES ASSOCIATION ARTICLE 1 RECOGNITION Pursuant to the provisions of the Government Code and the Rules and Regulations of the District, Yorba Linda Water District (hereinafter called the "District") has recognized the Yorba Linda Water District Employees Association, (hereinafter called the "Association") as the recognized representative of a bargaining unit consisting of the classifications listed in Exhibit "B" (hereinafter sometimes called "unit employees," "employees," "members" or "unit members") to this Memorandum of Understanding (hereinafter "MOU"). ARTICLE 2. SALARY SCHEDULE Section 2.1 Salary Schedules (a) For those employees who are employed as of the date of ratification of this MOU, the salary schedule attached hereto as Exhibit "A" will remain in effect beginning July 1, 2009 through June 30, 2010. The salary schedule reflects that no base salary increase is provided. Section 2.2 Position Reclassification The following positions will be reclassified if and when a water rate increase is adopted by the Board on or after September 14, 2009 (a) Mechanic I to Mechanic II (b) Operations Secretary to Operations Assistant THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 351607.1 Y0030.008 Section 2.3 Employee PERS Contribution Rate During the remaining term of this MOU, the District shall pay the entire 7% of the employee's contribution rate with payments to be credited to the employee's individual account with PERS. The District's current contract as of the date of ratification with CalPERS is for a retirement benefit based on the single highest year with a Fourth Level of 1959 Survivor Benefit Program. Section 2.4 Merit Increases Merit Increases Unit employees may be considered for merit salary increases. These merit increases to steps within an established salary range shall not be automatic but may be granted only for continued or sustained improvement by the unit employees in the effective performance of the duties of his/her position as determined within the District's sole discretion. Effective October 1, 2006, the District implemented a nine (9) step salary schedule with a 2.5% salary difference between steps replacing the District's previous five (5) step salary schedule. Subsequent movement on the salary schedule is based on merit as follows: Evaluation Process Each employee will be annually reviewed on a one-year interval following completion of their probationary period. An employee who receives a meets lob expectations evaluation shall be entitled to move one (1) step and an employee who receives an exceeds iob expectations evaluation, shall move up two (2) steps. Movement shall take place until an employee has reached Step 9 The District shall endeavor to have performance reviews completed within two (2) weeks after the THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 2 351607.1 Y0030-008 employee's anniversary date with the effective date of any merit salary increase being on the anniversary date. If the evaluation is delayed beyond the two (2) week period, any subsequent salary increase to which the employee is entitled as a result of the performance review rating, shall be retroactive to the anniversary date. Effective December 1, 2006 or soon thereafter as possible, the District will implement a new performance evaluation form. Bargaining unit employee representatives will be invited to participate in any training given to management and supervisory employees in the use of the form. (Until implementation of the new form, the existing performance evaluation form will remain in effect with the understanding that bargaining unit members may be given written goals that will be added to the new performance evaluation which will be used in evaluating future performance.) Section 2.5 Acting Appointments The Personnel Officer may appoint an employee to serve in a position on a temporary "acting aPPointment basis. Although the District shall give reasonable consideration to an employees expression of unwillingness to serve in an acting appointment, such expression shall not be controlling, and the District shall be empowered to make the acting appointment regardless of such expression by the employee. The District decision to appoint an employee to an acting position shall not be subject to administrative or civil challenge. After serving in an acting position for 30 consecutive work days, the employee shall be paid prospectively on the 315` work day at the lowest step in the salary range of the acting position which provides an increase closest to but not less than 5% over the step held by the employee in his/her classification. Eligibility for this "acting" compensation is contingent on the responsible supervisor determining that the employee has satisfactorily served the necessary I THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 3 351607.1 Y0030-008 consecutive work days in the acting position. For example, if an employee serves in an acting position for 29 consecutive work days, is removed, and reappointed 10 work days later for a period of 29 consecutive days, no acting compensation shall be paid. If an employee works for 45 consecutive work days in an acting position, is then removed from the acting position and reappointed 10 working days later for 20 work days, no acting pay is earned during the 20 work day period. The employee shall return to I his/her original position and salary step at the discretion of the Personnel Officer The term of an "acting appointment" shall last not longer than one (1) year (365 consecutive calendar days.) Section 2.6 Salary Deduction The District shall maintain a "414(h)(2)" plan under the Internal Revenue Code for the purpose of treating contributions to PERS as deferred income for tax purposes to the extent permitted by law Contributions will continue to be deducted from the employee's actual gross salary as reflected on the employee's pay stub. Employees shall otherwise be responsible for all taxes related to fringe and reimbursement benefits and the District shall make deductions in accordance with the law Section 2.7 Probation Effective October 1, 2006, all new hires shall be subject to a twelve (12) month probationary period. An existing employee who is promoted to a new position shall be required to serve a six (6) month promotional probationary period in the promotional position. THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 4 351607.1 Y0030-008 ARTICLE 3. OVERTIME AND COMPENSATORY TIME OFF Section 3 1 Overtime A unit employee covered by this Memorandum of Understanding who performs authorized work in excess of an eight (8) hour work day, (or in excess of 9 hours for those employees who work a nine-eighty (9/80) schedule,) or a forty (40) hour work week, shall be compensated for such overtime work at the rate of one and one-half times his/her regular hourly rate of pay Overtime shall be calculated to the nearest one-quarter hour of overtime worked. In order to receive overtime compensation, non- emergency overtime must be authorized in advance by the appropriate department manager and approved by the General Manager Section 3.2 Compensatory Time At the employee's option, overtime may be earned as "compensatory time off" instead of as cash. The maximum amount of compensatory time off which shall be accrued is forty (40) hours. Compensatory time off shall be credited at the rate of 1-1/2 hours of compensatory time off for each hour of overtime worked. At the employee's discretion, the employee may submit a written request to payroll for cash distribution of not greater than twenty (20) hours of accrued compensatory time off during any payroll period. Upon separation from employment, the employee shall be compensated at the then existing regular rate of pay for all accrued compensatory time off. An employee desiring to utilize compensatory time off shall submit a written application to a supervisor authorized to grant the use of the time off, and shall be allowed the time off, in 15 minute increments, unless in the supervisor's sole I THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 5 351607.1 Y0030-008 determination, use of the compensatory time off at the requested date and time, shall result in an undue hardship to the District. ARTICLE 4 STANDBY AND CALL OUT COMPENSATION Section 4 1 Standby Compensation A unit employee assigned to standby duty for purposes of being on call to handle emergency situations arising at times other than normal scheduled working hours, and not as an extension of a regularly scheduled shift, shall be paid a flat fee for each day he/she is assigned to standby duty The flat fee during the term of this MOU shall be Thirty Dollars ($30.00). (It is understood that standby duty for pump operations will be provided by qualified and available employees as assigned by the supervisor and/or operations manager, and that those individuals in Maintenance Worker I and Maintenance Distribution Operator II positions determined qualified by the District shall be eligible for standby duty Otherwise, standby eligibility will be as existed prior to the date of this Memorandum of Understanding.) The pay for standby time may be accrued to the second payday in December and paid in a lump sum or it may be paid at the regular pay period in which the standby duty is completed. Section 4.2 Call-Out Compensation 1 Call-out compensation shall be as follows: (a) When a unit employee is called out (whether required to travel to a work site or to address an emergency electronically) for emergency situations arising at times other than the employee's normally scheduled working hours, and not as an extension of a regularly scheduled shift, the employee shall be paid time and one-half base rate for each hour worked; provided, however, the employee will be paid a THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 6 351607.1 Y0030-006 minimum of two hours. However, the employee shall not be entitled to call-out compensation in excess of two (2) hours, where multiple call-outs occur in any one consecutive two (2) hour period following the normally scheduled shift and the cumulative actual call-out work time is not greater than two (2) hours during any one, two (2) hour period of time. If multiple call-outs occur in any one, two (2) hour period of time and the cumulative call-out time worked in that period exceeds two (2) hours, the employee shall receive call-out compensation for the actual cumulative call-out hours worked in excess of two (2) hours. When call out work commences in a particular two (2) hour period and is completed in one or more subsequent two (2) hour periods, the employee shall receive the two (2) hour minimum for the following two (2) hour period(s) as well. Call back compensation for the following two (2) period(s) shall then be computed pursuant to the above rules. EXAMPLE START SHIFT 0700 END SHIFT 1630 CALL BACK TWO (2) HOUR PERIODS: 1630 - 1830 1830 -2030 2030 -2230 ETC 1630 -1830 5 call outs, each requiring an electronic response, with total time expenditure of 1.5 hours = two (2) hours call back pay OR Call back commences at 1800 hours and is completed at 1900 hours = 4 hours call back (two (2) hour minimum for 1630 - 1830 and additional two (2) hour minimum for 1830 - 2030.) THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 7 351607.1 Y0030-008 " HOWEVER - AT 1930, employee commences a 30 minute electronic call = no additional payment as employee has already received two (2) hour minimum for period 1830 - 2030. ARTICLE 5 INSURANCE Section 5.1 Life Insurance The District shall continue to provide group life insurance, in the amount of one times basic annual salary rounded to the next higher multiple of $1,000, for each full- time permanent unit employee under age 70 after two full calendar months of service, in accordance with the provisions of the contract between the District and any company of the District's choosing providing such coverage. An employee may increase the coverage to up to two (2) times their annual salary by authorizing the additional premium to be deducted from his/her salary Section 5.2 Health and Accident Insurance The District shall pay 100% of the premium for hospital and medical insurance for all unit employees who work in excess of 30 hours per week, after they have worked for two calendar months, and up to 2/3 of the additional premium toward unit employee dependent coverage for covered employees with one dependent or up to 2/3 of the additional premium toward unit employee dependent coverage for covered employees with more than one dependent in accordance with the provisions of any contract between the District and any company or companies of the District's choosing. The individual employee shall pay the cost of the difference in premium, to be deducted from his/her salary The employees shall have the option of selecting a District-designated Health Maintenance Organization ("HMO"). The District contribution for HMO coverage will be in accordance with this paragraph. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 8 351607.1 Y0030-008 Section 5.3 Dental Insurance The District shall pay 100% of the premium for dental insurance for all unit employees who work 30 hours or more per week, after they have worked for two calendar months, and 2/3 of the additional premium toward unit employee dependent coverage for covered employees with one dependent or 2/3 of the additional premium toward unit employee dependent coverage for covered employees with more than one dependent in accordance with the provisions of any contract between the District and any company or companies of the District's choosing. The individual employee shall pay the cost of the difference in premium, to be deducted from his/her salary The employees shall have the option of selecting "Delta Care" with the contribution for "Delta Care" to be in accordance with this paragraph. Section 5.4 Vision Coverage The District shall pay 100% of the premium, toward the premium for vision insurance for unit members who work more than 30 hours per week, after they have worked for two calendar months, and 2/3 of the additional premium toward dependent coverage for covered employees with one dependent, or 2/3 of the additional premium toward dependent coverage for covered employees with more than one dependent, in accordance with the provisions of any contract between the District and any company or companies of the District's choosing. The individual employee shall pay the cost of the difference in premium, to be deducted from his/her salary Section 5.5 Domestic Partners Effective October 1, 2006, "dependent" shall include a domestic partner for whom a California State Registration Certificate is provided. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 9 351607 1 Y0030-008 Section 5.6 Retiree Insurance Benefits Subject to carrier approval, the District shall pay the amounts provided in Sections 5.2, 5.3 and 5.4 of this Agreement for any employee who retires from the District for a period of time which is equivalent to one (1) year or pro-ration thereof on a monthly basis for each three (3) years of service to the District or pro-ration thereof on a quarterly basis. To be eligible for this benefit, the employee must be at least 50 years of age, must have five (5) years of service with the District, must provide ninety (90) days notice of intent to retire, must remain in a retired status, and must retire from the District during the term of this Agreement while in good standing (did not retire after being provided written notice that disciplinary investigation/proceedings were pending which in the sole judgment of the District are reasonably anticipated to result in a recommendation of dismissal from employment or which have resulted in a determination by the District to impose dismissal. If a dismissal is appealed and results in a final administrative decision, (and where appealable, a court determination) reinstating the employee, the withheld benefit shall be retroactively implemented to the date of dismissal.) If any benefit period remains when the employee or his/her spouse reaches ages 65, whichever is latest, the coverage shall end and convert to Medicare Supplement for the remainder of the benefit period. For purposes of this Agreement, retired status means that the employee shall not work for compensation for more than nine hundred sixty (960) hours in any fiscal year (July 1 through June 30). The District shall require an employee to certify under penalty of perjury that the employee has remained on retired status and/or to submit to such additional verification as the District deems necessary to demonstrate retired status. The retired employee must make any contribution required of a regular employee pursuant to Section 5.2, 5.3 or 5.4 prior to THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 10 351607.1 Y0030-008 the first day of the month in which coverage is to be extended. Failure of an employee to make such payment shall result in termination of coverage and termination of any right to any benefit pursuant to this section. Section 5.7 Cafeteria Plan To the extent lawful, the District shall extend its current plan under Section 125 of the Internal Revenue Code to cover unit employees. Section 5.8 Long-Term Disability The District shall provide a long-term disability plan for employees which has a 90-day elimination period and provides at least sixty percent (60%) of salary for a designated period of time in accordance with coverage procured by the District from a carrier to be determined at the District's sole discretion. ARTICLE 6 HOURS 1 The regular work week for all full-time unit employees covered by this MOU shall be forty (40) hours as scheduled by department heads. It is expressly understood the department manager may schedule maintenance and plant operation shifts which include evening, weekend and holiday work. (Specifically, the department manager may create crews consisting of two individuals, one from either a Sr Maintenance Distribution Operator or Maintenance Distribution Operator III, and the other from a Maintenance Distribution Operator II or Maintenance Worker I position assigned to an on-duty maintenance shift available for emergency situations and other maintenance assignments which may be required to work Saturdays or Sundays. Volunteers for such crews shall first be solicited. In the event that there are insufficient volunteers, all maintenance employees shall be assigned to such crews on a three (3) month rotating basis. Employees may work out trades, provided that the trade is i THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 351607.1 Y0030-008 completed within the same work week and one (1) day notice is given to the Supervisor Plant operators shall be assigned in accordance with past practice.) For all unit employees with an average regular work week of forty (40) hours, the hourly rate of pay shall be twelve times the monthly rate divided by 2,080 (40 hours times 52 weeks). An employee may request a part-time assignment which shall be granted at the sole discretion of the General Manager or his/her designee. The District, at its sole discretion, may offer a nine-eighty (9/80) work schedule. 2. Those unit employees covered by this Memorandum of Understanding whose regularly scheduled forty (40) hour work week or special shift work week includes working hours after 6:00 P.M. and/or before 6:00 A.M. Monday through Friday, and/or any hours on Saturday and/or Sunday and/or holidays, shall be paid a differential equal to their regular hourly rate plus five percent (5%) for each hour worked after 6:00 P.M. and/or before 6:00 A.M. Monday through Friday, and/or all hours worked on Saturday and/or Sunday and/or holidays. ARTICLE 7 HOLIDAYS 1 Holidays for full-time unit employees covered by this Memorandum of Understanding (with the exception of employees assigned to special shift work for pumping plant operations and on-duty maintenance available for emergency situations) as set forth in Exhibit "C 2. Holiday pay will be based on the work hours scheduled for the designated holiday (a) For those unit employees whose scheduled work week is Monday through Friday, a holiday falling on a Saturday shall be taken on Friday and any holiday THE YLWD EMPLOYEES ASSOCIATION MOU 2008/1010 12 351607.1 Y0030-008 falling on Sunday shall be taken on Monday, unless another day is designated by the General Manager (b) For those unit employees not assigned to special shift work whose scheduled work week is not Monday through Friday, any holiday falling on their scheduled days off shall be taken so as to provide the employee with three consecutive days off, unless another day is designated by the General Manager (For example; for a Sunday to Thursday work week, if a holiday falls on Friday or Saturday, the employee takes Thursday as a holiday; or, for a Tuesday to Saturday work week, if a holiday falls on Saturday or Sunday, the employee takes Tuesday as a holiday) 3. Unit employees assigned to special shift work shall be entitled to receive one day of paid time off (an in-lieu holiday) on a day designated or approved by the District at the regular rate of pay for each holiday whether or not the holiday falls on a regularly scheduled workday for that employee, so long as the pumping plant is manned and/or a maintenance crew is on duty at work for emergency situations during the holiday period. 4 If unit employees, other than employees assigned to special shift work, are required to work on a holiday, they shall receive, in addition to the paid holiday, compensation equivalent to one and one-half (1-1/2) times their regular rate of pay for the time actually worked during a regularly scheduled holiday 5. In order to be eligible for holiday pay, a unit employee must be either at work or on paid leave of absence on the regularly scheduled workday immediately preceding the day observed as the holiday and the regularly scheduled workday immediately following the day observed as the holiday THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 13 351607 1 Y0030-008 ARTICLE 8. VACATION 1 Unit employees covered by this Memorandum of Understanding shall receive annual vacation with pay in accordance with the following provisions: (a) Full-time unit employees with an average regular work week of 40 hours shall accrue paid vacation at the following rate per month: 0 but less than 5 yrs. Service 6-2/3 hrs/mo (10 days/yr) 5 but less than 15 yrs. Service 10 hrs/mo (15 days/yr) 15 or more years service 13-1/3 hrs/mo (20 days/yr) (b) Part-time unit employees shall accrue paid vacation in proportion to the average or normal hours worked as a part-time employee. 2. For vacation accrual, the last day of the month shall be considered the ending of the accrual period and all accruals for the preceding month or fraction of a month thereof shall be credited to the employee at this time; provided, however, that the date for determining a change in the accrual rate provided in paragraph 9 1(a) shall be the first day of the month on which the employee was hired by the District. 3. Paid vacation hours shall continue to accrue in accordance with the above provisions during any period of leave with pay 4 AII' vacations shall be scheduled and taken in accordance with the best interest of the District and the department in which the employee is employed. 5. The maximum amount of vacation that may be taken at any given time shall be that amount that has accrued to the employee concerned. The minimum amount of vacation that may be taken at any given time shall be fifteen (15) minutes. 6. A unit employee shall be eligible to take any accrued vacation after completion of thirteen (13) pay periods during their original twelve (12) month probationary period. THE YLWD EMPLOYEES ASSOCIATION MOU 200812010 14 351607 1 Y0030-008 7. Each unit employee shall have vacation time deducted in fifteen (15) minute increments. 8. The maximum vacation that may be accrued shall not be more than one and one-half (1-1/2) times the amount that may be accrued in one year of service. If the employee has accrued the maximum amount of hours of vacation, no additional hours shall be accrued, nor shall the cash equivalent of what would have been excess hours, be earned by the employee. However, where in the sole discretion of the General Manager it is determined that requirements of the District are the sole reason for an employee being unable to timely schedule and utilize vacation time off, said employee may be provided authorization to accrue additional vacation time in an amount determined in the sole discretion of the General Manager 9 Upon termination, a unit employee shall be compensated in cash at his/her current rate of pay for any vacation accrued but not taken. I 10. In the event that any recognized holiday occurs during a unit employee's vacation, the vacation account shall not be debited for the holiday hours. The only vacation hours that shall be charged against the employee's accrued vacation time shall be those hours that the employee is regularly scheduled to work. 11 For the term of this MOU only, unit members who have been employed by the District for more than one year may sell to the District up to forty (40) hours of accrued unused vacation time upon thirty (30) days prior notice, provided that a minimum of one-half (1/2) the vacation time to which he/she is entitled within the same annual period of the sold vacation time remains in the employee's vacation account after the cash distribution. A member who has been employed by the District for more than one year may also buy from the District up to an additional forty (40) hours of THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 15 351607.1 Y0030-008 vacation time within any calendar year for use during the same calendar year, provided that full and complete payment has been made for the purchased vacation time by salary modification prior to use of the vacation time. It is expressly understood that this benefit is provided at the sole discretion of the District and shall automatically terminate upon the expiration of this MOU unless an extension is expressly agreed to by the District. ARTICLE 9 LEAVES Section 9 1 Sick Leave 1 Sick leave is provided for use if the employee is unable to work because of illness, and as otherwise allowed by law 2. A unit employee eligible for paid sick leave shall be granted such leave for the following reasons: (a) Physical incapacity of the employee due to illness or injury (b) Enforced quarantine of the employee in accordance with community health regulations. (c) Illness of a member of the employee's immediate family (child, parent, spouse or domestic partner) which requires the attendance of the employee (sick leave usage shall not exceed one half (1/2) of a year's accrual of sick leave.) (d) Routine medical or dental appointments for the employee only or illness of an emergency nature within the employee's immediate family In order to receive sick pay for the routine medical or dental appointments, the employee must notify his immediate supervisor twenty-four (24) hours in advance; otherwise, sick leave will be denied. Sick leave for routine medical or dental leave is for the length of the THE YLW D EMPLOYEES ASSOCIATION MOU 2009/2010 16 351607.1 Y0030-008 appointment only and for reasonable travel time to and from the appointment and the work site. 3. In the event that a unit employee is absent on paid sick leave in excess of one (1) day, or if the District has cause to believe that an employee is misusing sick leave, the District may require that the employee submit a written statement by a physician licensed by the State of California certifying that the employee's or the employee's family member's condition prevented him/her from performing the duties of his/her position. 4 Unit employees shall accrue annual sick leave with pay in accordance with the following provisions: (a) Full-time unit employees with an average regular work week of forty (40) hours shall receive paid sick leave at the rate of one (1) day per month. (b) Part-time unit employees shall receive sick pay in proportion to the average or normal hours worked as a part-time, employee (e.g., an employee whose regular work week is twenty (20) hours shall receive one-half (1/2) day sick leave per month). (c) Paid sick leave shall continue to accrue in accordance with the above provisions during any period of leave with pay 5. Each unit employee may use sick leave in fifteen (15) minute increments. An employee with a regular workday of eight (8) hours shall have eight (8) hours deducted from his/her accrued sick leave time for each regularly scheduled working day that he/she is on paid sick leave. 6. In the event that any paid holiday occurs during a period when a unit employee is on paid sick leave, the employee's sick leave account shall not be debited THE YLWO EMPLOYEES ASSOCIATION MOU 2009/2010 17 351607.1 Y0030-008 for what would otherwise be a holiday usage. The only sick leave hours that shall be charged against the employee's accrued sick leave shall be those hours that the employee is regularly scheduled to work. 7 A unit employee who retires (in accordance with the Public Employees' Retirement System qualifications) shall be paid at the rate of his final salary for 3/8 of his/her accumulated days of sick leave, if any, at the time of separation from active employment. If the employee should die, his/her estate shall be entitled to such payment. Section 9.2 Disability Leave 1 In situations where a unit employee has been injured in a non-duty accident and his/her disability leave exceeds one calendar month or the total use of his/her accumulated leaves, including sick leave, paid time off and vacation exceeds one calendar month, that portion of the leave exceeding 30 calendar days, shall constitute a break in service and his/her merit review dates and anniversary date will be adjusted accordingly. 2. An injured employee may elect to take as much of his/her accumulated sick leave, or his/her accumulated vacation as when added to his/her disability indemnity will result in a payment to him/her of not more than his/her full salary or wage. Section 9.3 Leave of Absence Without Pay 1 Department managers may grant a regular or probationary unit employee leave of absence without pay for a period not to exceed two (2) weeks. Such leaves shall be reported to the Personnel Officer in the manner and method which he/she shall prescribe. THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 18 351607.1 Y0030-008 2. The General Manager may grant a permanent or probationary unit employee leave of absence without pay or seniority for a period not to exceed six (6) months. After six (6) months, the leave of absence may be extended if authorized by the Board of Directors. No such leave shall be granted except upon written request of the employee, setting forth the reason for the request. Approval shall be in writing from the General Manager or his/her designee and entirely within his/her discretion. 3. In situations where a unit employee shall request leave without pay for a period in excess of one (1) calendar month, he/she shall submit to the District any and all actual premiums for any and all insurance coverage. If the employee chooses not to submit any or all of these premiums, his/her coverage shall be terminated within the limits prescribed by the benefit carriers and will be reinstated within the limits prescribed by the benefit carrier at the time of his/her reinstatement by the District. 4 Upon expiration of a regularly approved leave or within twenty-four (24) hours notice to return to duty, the unit employee shall be reinstated in the position held at the time the leave was granted. Failure on the part of a unit employee on leave to report promptly at its expiration, or within forty-eight (48) hours after notice to return to duty shall be cause for immediate discharge. The depositing in the United States mail of a first-class postage-paid letter addressed to the unit employee's last known place of residence shall be reasonable notice. Section 9 4 Maternity Leave Maternity leave with or without pay shall follow the same procedures as leave granted for other disabilities provided, however, that an employee who has exhausted all accrued sick leave, compensatory time and vacation time shall be entitled to an unpaid leave of absence for a total of four (4) months leave when combined with sick THE YLWD EMPLOYEES ASSOCLATION MOU 200012010 19 351607.1 Y0030-008 leave, vacation and compensatory time, provided that the employee furnishes to District a physician's verification of inability to work. Each request for maternity leave must be accompanied by a statement from a licensed physician verifying the pregnancy, the last day the unit member may work, and the expected date of return to work. In no case will the expectant mother be allowed to work beyond the date specified by her physician, and notification must be given to the District thirty (30) days prior to the last scheduled date of work. Section 9 5 Jury Duty/Court Testimony A full-time unit employee required to sere as a trial juror shall be entitled to be absent from his/her duties during the period of such service. During these periods of service, the employee shall receive full compensation from the District for a period not to exceed 10 working days for each period of jury duty If court records indicate that the employee advised the court of this 10 working day limit, and the employees is nonetheless selected for a jury where the jury duty exceeds 10 working days, the excess days shall be paid by the District. if witness fees or juror fees, except mileage reimbursement, are submitted to the District. Section 9 6 Bereavement Leave Upon the death of a member of an employee's immediate family, an employee shall be entitled to use up to three (3) days of District-paid bereavement leave for attendance at funeral services and conduct of business associated with the deceased. Immediate family shall include spouse, child, brother, sister, parent, parent-in-law, grandparent, grandchild, son-in-law, daughter-in-law, stepparent, stepbrother, stepsister, stepchild, a state registered domestic partner or any other relative living in the same household. The General Manager, at his/her sole discretion, may allow the THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 20 351607.1 Y0030-008 employee to use up to an additional four (4) days of sick leave for this purpose or use of such leave for bereavement of non-immediate family members. Section 9 7 Emergency Leave Policy The emergency leave policy is attached hereto as Exhibit "D " ARTICLE 10. GRIEVANCE PROCEDURE Section 10.1 Purpose The purpose of this section is to enhance communications between the District and unit employees by providing a fair and impartial review and consideration of grievances at the level closest to their point of origin within a reasonable time period without jeopardizing the employee's position or employment. Section 10.2 Matters Subiect to the Grievance Procedure 1 A grievance may be filed for the alleged violation of this Memorandum of Understanding. 2. The grievance procedure shall not be used to establish new policies or change any existing rules. It shall not be used in matters resulting from any form of disciplinary action or evaluation content. Section 10.3 Informal Grievance Adjustment 1 Whenever possible, a unit employee who has a complaint shall try to solve the problem through informal discussion with his/her supervisor not later than 10 working days after the aggrieved employee knew or reasonably should have known of the basis for commencing the grievance procedure. The supervisor shall make whatever investigation he/she deems necessary and reply in writing within ten (10) working days. Any matters for which he/she does not have authority to make a decision THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 21 351607.1 Y0030-009 shall be brought to the attention of a higher level supervisor who does have the proper authority 2. If the unit employee is not satisfied with the decision reached through the informal discussion, and/or some other extenuating circumstances exist, he/she shall in writing bring the matter to the attention of the next level of authority not later than ten (10) working days after receipt of the informal decision. The higher level supervisor shall make whatever investigation he/she deems necessary and reply in writing not later than ten (10) working days after receipt of the written grievance. If the employee is still not satisfied with the decision, he/she may file a formal grievance within ten (10) working days of receipt of the higher level supervisor's written decision. Section 10.4 Formal Grievance Procedure 1 The formal grievance procedure may be followed only after failure to resolve a problem through informal grievance adjustment. If the unit employee is not in agreement with the informal written decision reached, he/she may, within ten (10) working days of the receipt of the higher level supervisor's written decision, file a formal grievance in writing with the Personnel Officer with a copy to the General Manager The Personnel Officer shall make whatever investigation he/she deems necessary to allow fair consideration of the situation and shall present a written reply to the employee within ten working days after receipt of the written grievance. A copy of the reply shall be forwarded to the General Manager 2. If the unit employee is not satisfied with the decision of the Personnel Officer, he/she may file a written appeal to the General Manager within five (5) working days after having received the written reply of the Personnel Officer Within ten (10) working days of receipt of the written appeal, the General Manager shall make a written THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 22 351607.1 Y0030-006 decision which shall be final and binding on all parties. The General Manager may conduct whatever investigation and/or meeting(s) which he/she deems appropriate. Section 10.5 General Conditions 1 The Personnel Officer shall receive and retain copies of all written materials pertaining to the grievance. 2. A unit employee may represent himself/herself or at his/her own expense, select whomever he/she desires to represent him/her in the grievance procedure. 3. If a unit employee fails to proceed with a grievance within any of the time limits specified in the section, the grievance shall be deemed denied with no further basis for appeal. 4 If a District supervisor/manager below the level of the General Manager fails to reply within any of the time limits specified in this section, the grievance shall be deemed denied. The time limits for appeal of a denied grievance shall commence running either upon receipt by the grievant of a timely written grievance rejection, or absent such rejection, at the end of the supervisory reply period, where no written rejection has been provided. 5. Any of the time limits specified in this section may be extended when mutually agreed upon by all parties concerned. 6. Either the grievant, or the Personnel Officer or General Manager, may request a meeting to review the grievance prior to a decision. 7 When it is necessary for a grievant or designated representative to attend a grievance meeting or hearing with management during the work day, he/she will be released without loss of pay in order to permit participation in the foregoing activities provided advance arrangements are made with the employee's department head. THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 23 351607.1 Y0030-008 ARTICLE 11 EMPLOYEE DISCIPLINE Section 11 1 Forms of Discipline The employment of every unit employee who has passed probation shall be subject to suspension, demotion or dismissal for cause. Section 11.2 Procedure 1 When a unit employee who has passed probation is to be dismissed, demoted or suspended without pay, specific written charges shall be prepared and presented by the employee's department manager for action by the Personnel Officer 2. The Personnel Officer shall provide such a unit employee with written notice of the proposed action, the date it will be effective, the charge(s) on which the proposal is based, and relevant written materials, written reports and documents, and notification that the employee is entitled to respond to the charges as provided below Prior to the effective date of the proposed action, such a unit employee shall have the right to file with the Personnel Officer a written response to the charges or request the right to make an oral response. The Personnel Officer may act upon the initial written or oral presentation of the employee or may request that the employee submit a further response in writing, or permit the employee a further oral presentation. Failure of the employee to make a written response or request an oral presentation shall constitute waiver of this pre-disciplinary provision. At his/her own expense, the employee shall be entitled to be represented by counsel or other person of his/her choosing during the course of the above proceedings. 3. The Personnel Officer shall provide written notice of his/her final determination to such a unit employee. The decision of the Personnel Officer shall be immediately implemented. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 24 351607.1 Y0030-008 Section 11.3 Appeal of Disciplinary Action 1 When disciplinary action has been taken by the Personnel Officer pursuant to Section 11.2 the employee shall have the right to appeal. Appeal shall not suspend the effective date of the discipline. Failure to timely appeal by the employee or his/her representative will make the action by the Personnel Officer final and conclusive. 2. Subject to paragraph 11.3.1, such a unit employee who has been disciplined, within fifteen (15) calendar days after having been furnished with a copy of the final notice of action by the Personnel Officer may appeal to the Board of Directors by filing with the General Manager a written answer to the charges and requesting a hearing thereon. 3. In the case of suspensions of less than ten (10) working days, the Board of Directors may appoint two (2) of its members to informally hear and make recommendations concerning the appeal. No written transcript of proceedings shall be required, but any documents submitted by either side shall be included with the report of the two (2) members. The report of the two (2) members shall be submitted to the full Board and shall include a summary of the facts supporting their recommendation that the discipline be sustained, modified, or rejected. The determination of the full Board shall be final. (a) In the case of a disciplinary action other than set forth in paragraph 11.3.3, the Board of Directors shall appoint a hearing officer to conduct a hearing on appeal of any disciplinary action. (b) The hearing shall be conducted in the manner most conducive to determination of the truth, and the hearing officer shall not be bound by technical rules of evidence. THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 25 351607.1 Y0030-008 (c) The hearing officer shall determine the relevancy, weight, and credibility of testimony and evidence. The hearing officer shall base his/her findings on the preponderance of evidence. (d) Each side will be permitted an opening statement and closing argument. The Personnel Officer or his/her representative shall first present his/her witnesses and evidence to sustain the charges and the unit employee will then present his/her witnesses and evidence in defense. (e) Each side will be allowed to examine and cross-examine witnesses. (f) Both the Personnel Officer and the unit employee may be represented by legal counsel. The unit employee may retain counsel or other representative, at his/her own expense. (g) The hearing officer shall, if requested by either party, subpoena witnesses and/or require production of other relevant records or relevant evidence. (h) The hearing officer may, prior to or during a hearing, grant a continuance for any reason he/she believes to be important to his/her reaching a fair and proper decision. (i) The hearing officer shall prepare a recommended decision and forward it to the Board of Directors no later than thirty (30) days after the matter of appeal was taken under submission by the hearing officer The recommended decision shall set forth which charges, if any, the hearing officer feels are sustained and the reasons therefore. Q) Such an employee or his/she representative may obtain a copy of the transcript of the hearing upon request and agreement to pay for necessary costs. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 26 351607 1 Y0030-008 4. After receiving the recommendation of the committee of the two (2) i members or the hearing officer, and after consideration of the record only, the Board of Directors may sustain or reject any or all of the charges filed against the unit employee. If the Board of Directors modifies the discipline, the Board shall, consistent with its decision, order all or part of the employee's full compensation from the time of dismissal or suspension to be paid. 5. Such a unit employee who has been suspended or dismissed may be reinstated to his/her position as a result of a successful appeal. In the event of such reinstatement, the employee shall be entitled to his/her former status of employment. 6. Dismissal of a unit employee from the District service following the pre- disciplinary meeting at the Personnel Officer level, shall: (a) Constitute a dismissal as of the same date from all positions which the unit employee may hold in the District service. (b) Terminate the salary of the unit employee as of the effective date of his/her dismissal except that he/she shall be compensated for any unpaid salary, unused vacation, compensatory time off, and "alternative time" to his/her credit as of the date of dismissal. ARTICLE 12. JOB POSTING All openings for employment positions in the District shall be posted for at least two (2) weeks prior to the deadline for submission of applications. ARTICLE 13 MISCELLANEOUS BENEFITS Section 13.1 Safety Boot Allowance Unit employees including those assigned to Engineering who are required to wear work boots in the performance of their job, as determined by the Department THE YLWD EMPLOYEES ASSOCIATION MOU 2008/2010 27 351607.1 Y0030-008 Manager, shall be eligible for District-purchased boots in an amount not to exceed $150 00, provided that the boots are from a list pre-approved by the General Manager or his/her designee. The difference between $150.00 and the amount actually used may be carried over for one year and combined with a subsequent allocation for boot reimbursement. Section 13.2 Reimbursement for Certificates The District shall reimburse unit employees for sums paid to the appropriate state agencies for obtaining or renewing of production or distribution certificates. Section 13.3 Education Reimbursement The District shall provide educational reimbursement to unit employees for costs of tuition, fees, books and parking relating to educational courses taken and completed at accredited institutions at a rate not to exceed standard resident fees as charged by the California State University Course work must be job related as determined and approved in advance by the General Manager Proof of payment and successful completion of the course must accompany the reimbursement request on a form provided by the District. (If a licensing agency requires a minimum grade, that grade shall be the measure of "successful" course completion.) Employee shall be responsible for any tax consequences as a result of education reimbursement. If for any reason, the employee separates from District employment prior to completion of one (1) calendar year from the date of distribution by the District of funds provided for herein, all such amounts distributed during that one (1) calendar year period, shall be considered a judgment due and owing to the District. The judgment amount shall be deducted from the employee's closing check. Any remaining, non- reimbursed amount shall be paid to the District within ninety (90) calendar days of THE YLWD EMPLOYEES ASSOCIATION MOU 2008/2010 28 351607.1 Y0030-008 separation from District employment. Each employee receiving funds pursuant to this Section shall sign a written agreement to comply with the terms of this section as a condition precedent to receipt of any such funds. Section 13.4 Uniforms The field uniforms provided to employees may include District-issued shorts and T-shirts which may only be worn in accordance with District established safety guidelines. Section 13.5 Job Description The Association hereby agrees to the implementation of the job descriptions presented as of the date of ratification of this Agreement. ARTICLE 14 DRUG POLICY In addition to any other District adopted drug policy, effective January 1, 1996, the Yorba Linda Water District must comply with the United States Department of Transportation regulations implementing the Federal Omnibus Transportation Employee Testing Act of 1991 Specifically, the District must comply with the regulations of the Federal Highway Administration (FHWA). Adoption of a policy is one of the District's obligations under the regulations, and it is the intent of the District to comply fully with both the letter and spirit of this law, as well as to continue to administer the District's Drug Free Workplace policy, adopted in 1993. Specific procedures for administering all policies described in this Article 14 and in the Department of Transportation regulations are subject to the Personnel Rule reopener in Article 16 When completed, each employee will be given a copy of these procedures and sign a statement attesting to having received and read them. Compliance with this policy is a condition of employment. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 29 351607.1 Y0030-008 ARTICLE 15. COMPLETION OF MEET AND CONFER It is understood that this MOU represents the sole and complete understanding between the parties and shall govern their entire relationship and shall be the sole source of any rights which may be asserted hereunder and that the parties shall not be obligated to meet and confer except pursuant to their mutual consent, or with respect to any subject or matter, specifically provided for by this MOU The parties further understand that all rights not clearly and expressly limited by this MOU are expressly reserved to the District as evidenced by the EERR, even though not enumerated in this MOU The express provisions of this MOU constitute the only limitations upon the District's rights to determine, implement, supplement, change, modify, or discontinue in whole or in part any term or condition of employment or adopt any policy, rule, regulation or practice as the District deems fit or appropriate (herein described as "management rights",) provided however, that the District shall meet and confer as regards the impact of its exercise of "management rights," and shall comply with all federal and state laws relating to employee rights, opportunities and benefits. ARTICLE 16. REOPENER Not later than October 28, 2009, the parties agree to reopen the meet and confer process regarding the subject of the District Personnel Rules and Regulations and the Drug Policy This reopener does not limit other reopeners that may be allowed pursuant to Article 15, above. ARTICLE 17 CONCERTED ACTIVITIES 1 Apart from and in addition to existing legal restrictions upon remedies for work stoppages, the Association hereby agrees that neither it nor its members, agents, representatives or persons acting in concert with any of them, shall incite, engage or THE YLWD EMPLOYEES ASSOCIATION MOU 200912010 30 351607.1 Y0030-008 participate in any strike, walkout, slowdown, sick-out or other work stoppage of any nature against the District whatsoever or wheresoever located, including, but not limited to disputes which are related to the subject matter contained in this MOU; disputes between the District and any other organization, persons or employees; or jurisdictional disputes. In the event of any strike, walkout, slowdown, sick-out or other work stoppage or threat thereof against the District, the Association and its officers will take all steps reasonably within their control to end or avert the same. 2. Those represented by the Association shall not authorize, engage in, encourage, sanction, recognize or assist in any strike, walkout, sick-out or other work stoppage or picket in furtherance thereof, or participate in concerted interference in violation of this provision or refuse to perform duly assigned services in violation of this provision. It is understood that any person represented by the Association found in violation of this provision will be subject to discipline, including termination, as determined appropriate by the District. ARTICLE 18. TERM OF AGREEMENT This agreement shall remain in force for the period of July 1, 2009 through June 30, 2010 by resolution of the governing board of the District. ARTICLE 19 DISTRICT GOVERNING BOARD APPROVAL It is the understanding of the District and the Association that this MOU shall have no force or effect whatsoever unless or until adopted by resolution of the governing board of the District. Following approval of the governing board, the District shall implement the terms of this MOU by appropriate resolution or other means. THE YLWD EMPLOYEES ASSOCIATION MOU 2009/2010 31 351607 1 Y0030-008 IN WITNESS WHEREOF, the parties hereto have caused their duly authorized representatives to execute this Memorandum of Understanding the day, month and year noted. YORBA LINDA WATER DISTRICT YORBA LINDA WATER DISTRICT EMPLOYEE'S ASSOCIATION By- By- n Brundahl , President Ken Vecchiarelli, General Manager By* Brian Vargas, Vice Pre ' Pat Grady, A is . General Manager By- * - By. ector Gi ight, HR anage By Ariel Bacani, Director By my Anda, Director October 21, 2009 BY Date Eduardo Gutierrez, Secretary By-. Z e-Woller, Treasurer THE YLWO EMPLOYEES ASSOC WTION MOU 200812010 32 351607.1 Y0030-008 TABLE OF CONTENTS Paqe ARTICLE 1 RECOGNITION 1 ARTICLE 2. SALARY SCHEDULE 1 Section 2.1 Salary Schedules. 1 Section 2.2 Position Reclassification. 1 Section 2.3 Employee PERS Contribution Rate. 2 Section 2.4 Merit Increases... 2 Section 2.5 Acting Appointments. 3 Section 2.6 Salary Deduction. 4 Section 2.7 Probation. 4 ARTICLE 3. OVERTIME AND COMPENSATORY TIME OFF 5 Section 3.1 Overtime. 5 Section 3.2 Compensatory Time. 5 ARTICLE 4 STANDBY AND CALL OUT COMPENSATION 6 Section 4 1 Standby Compensation. 6 Section 4.2 Call-Out Compensation.. 6 ARTICLE 5. INSURANCE 8 Section 5.1 Life Insurance. 8 Section 5.2 Health and Accident Insurance. 8 Section 5.3 Dental Insurance. 9 Section 5.4 Vision Coverage. 9 Section 5.5 Domestic Partners. 9 Section 5.6 Retiree Insurance Benefits. 10 Section 5.7 Cafeteria Plan.... 11 Section 5.8 Long-Term Disability 11 ARTICLE 6. HOURS 11 ARTICLE 7 HOLIDAYS . 12 ARTICLE 8. VACATION 14 ARTICLE 9. LEAVES 16 Section 9.1 Sick Leave. .16 Section 9.2 Disability Leave. 18 Section 9.3 Leave of Absence Without Pay 18 Section 9.4 Maternity Leave. .19 Section 9.5 Jury Duty/Court Testimony 20 Section 9.6 Bereavement Leave. 20 Section 9.7 Emergency Leave Policy. 21 THE YLWO EMPLOYEES ASSOCIATION MOU 2008/2010 351607.1 Y0030-008 -I- Page ARTICLE 10. GRIEVANCE PROCEDURE. 21 Section 10.1 Purpose.... 21 Section 10.2 Matters Subject to the Grievance Procedure. 21 Section 10.3 Informal Grievance Adjustment. 21 Section 10.4 Formal Grievance Procedure. 22 Section 10.5 General Conditions. 23 ARTICLE 11 EMPLOYEE DISCIPLINE 24 Section 11 1 Forms of Discipline. 24 Section 11.2 Procedure. 24 Section 11 3 Appeal of Disciplinary Action. 25 ARTICLE 12. JOB POSTING... 27 ARTICLE 13. MISCELLANEOUS BENEFITS 27 Section 13.1 Safety Boot Allowance. 27 Section 13.2 Reimbursement for Certificates. 28 Section 13.3 Education Reimbursement. 28 Section 13.4 Uniforms. 29 Section 13.5 Job Description. 29 ARTICLE 14 DRUG POLICY 29 ARTICLE 15. COMPLETION OF MEET AND CONFER .30 ARTICLE 16. REOPENER 30 ARTICLE 17 CONCERTED ACTIVITES 30 ARTICLE 18. TERM OF AGREEMENT 31 ARTICLE 19. DISTRICT GOVERNING BOARD APPROVAL 31 YLWO EMPLOYESS ASSOCIATION MOU 200612009 351607 1 Y0030-008 -II- Exhibit "A" Pay Plan Bargaining Unit Employees Effective July 1st, 2009 thru June 30, 2010 Range Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 BU 10 Monthly $2,413.5475 $2,473.8862 $2,535.7333 $2,599.1267 $2,664.1048 $2,730.7075 $2,798.9752 $2,868.9495 $2,940.6733 Hourly $13.9243 $14.2724 $14.6292 $14.9950 $15.3698 $15.7541 $16.1479 $16.5516 $16.9654 BU 11 Monthly $2,534.2249 $2,597.5805 $2,662.5200 $2,729.0830 $2,797.3101 $2,867.2428 $2,938.9239 $3,012.3970 $3,087 7069 Hourly $14.6205 $14.9860 $15.3607 $15.7447 $16.1383 $16.5418 $16.9553 $17.3792 $17.8137 BU 12 Monthly $2,660.9361 $2,7274595 $2,795.6460 $2,865.5372 $2,9371756 $3,010.6050 $3,085.8701 $3,163.0169 $3,242.0923 Hourly $15.3516 $15.7353 $16.1287 $16.5319 $16.9452 $17.3689 $17.8031 $18.2482 $18.7044 BU 13 Monthly $2,793.9829 $2,863.8325 $2,935.4283 $3,008.8140 $3,084.0344 $3,1611352 $3,240.1636 $3,3211677 $3,404.1969 Hourly $16.1191 $16.5221 $16.9352 $17.3585 $177925 $18.2373 $18.6933 $19.1606 $19.6396 BU 14 Monthly $2,933.6821 $3,007.0241 $3,082.1997 $3,159.2547 $3,238.2361 $3,319.1920 $3,402.1718 $3,487.2261 $3,574.4067 Hourly $16.9251 $17.3482 $177819 $18.2265 $18.6821 $19.1492 $19.6279 $20.1186 $20.6216 BU 15 Monthly $3,080.3662 $3,157.3753 $3,236.3097 $3,317.2175 $3,400.1479 $3,485.1516 $3,572.2804 $3,661.5874 $3,753.1271 Hourly $177713 $18.2156 $18.6710 $19.1378 $19.6162 $20.1066 $20.6093 $21 1245 $21.6527 BU 16 Monthly $3,234.3845 $3,315.2441 $3,398.1252 $3,483.0783 $3,570.1553 $3,659.4092 $3,750.8944 $3,844.6668 $3,940.7834 Hourly $18.6599 $19.1264 $19.6046 $20.0947 $20.5970 $211120 $21.6398 $22.1808 $22.7353 BU 17 Monthly $3,396.1037 $3,481.0063 $3,568.0315 $3,657.2322 $3,748.6631 73,842.3796 $3,938.4391 $4,036.9001 $4,137.8226 Hourly $19.5929 $20.0827 $20.5848 $21.0994 $21.6269 $22.1676 $22.7218 $23.2898 $23.8721 BU 18 Monthly $3,565.9089 $3,655.0566 $3,746.4330 $3,840.0939 $3,936.0962 $4,034.4986 $4,135.3611 $4,238.7451 $4,344.7137 Hourly $20.5726 $21.0869 $21.6140 $22.1544 $22.7082 $23.2760 $23.8579 $24.4543 $25.0557 (Page 2 of 2) Exhibit A Range Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 BU 19 Monthly $3,744.2043 $3,837.8094 $3,933.7547 $4,032.0985 $4,132.9010 $4,236.2235 $4,342.1291 $4,4576824 $4,561.9494 Hourly $21.6012 $22.1412 $22.6947 $23.2621 $23.8437 $24.4398 $25.0507 $25.6770 $26.3189 BU 20 Monthly $3,9314146 $4,029.6999 $4,130.4424 $4,233.7035 $4,339.5461 $4,448.0347 $4,559.2356 $4,673.2165 $4,790.0469 Hourly $22.6812 $23.2483 $23.8295 $244252 $25.0358 $25.6617 $26.3033 $26.9609 $27.6349 BU 21 Monthly $4,127.9853 $4,2311849 $4,336.9645 $4,445.3887 $4,556.5234 $4,670.4365 $4,7871974 $4,906.8773 $5,029.5492 Hourly $23.8153 $24.4107 $25.0209 $25.6465 $26.2876 $26.9448 $27.6184 $28.3089 $29.0166 BU 22 Monthly $4,334.3845 $4,442.7442 $4,553.8128 $4,667.6581 $4,784.3495 $4,903.9583 $5,026.5572 $5,152.2212 $5,281.0267 Hourly $25.0061 $25.6312 $26.2720 $26.9288 $27.6020 $28.2921 $28.9994 $29.7244 $30.4675 BU 23 Monthly $4,5511038 $4,664.8814 $4,781.5034 $4,901.0410 $5,023.5670 $5,149.1562 $5,277.8851 $5,409.8322 $5,545.0780 Hourly $26.2564 $26.9128 $27.5856 $28.2752 $28.9821 $29.7067 $30.4493 $31.2106 $31.9908 BU 24 Monthly $4,778.6590 $4,898.1254 $5,020.5786 $5,146.0930 $5,274.7454 $5,406.6140 $5,5417793 $5,680.3238 $5,822.3319 Hourly $27.5692 $28.2584 $28.9649 $29.6890 $30.4312 $311920 $31.9718 $32.7711 $33.5904 BU 25 Monthly $5,017.5919 $5,143.0317 $5,271.6075 $5,403.3977 $5,538.4826 $5,676.9447 $5,818.8683 $5,964.3400 $6,113.4485 Hourly $28.9476 $29.6713 $30.4131 $311734 $31.9528 $32.7516 $33.5704 $34.4097 $35.2699 BU 26 Monthly $5,268.4715 $5,400.1833 $5,535.1879 $5,673.5676 $5,815.4068 $5,960.7919 $6,109.8117 $6,262.5570 $6,419.1209 Hourly $30.3950 $311549 $31.9338 $32.7321 $33.5504 $34.3892 $35.2489 $36.1301 $37.0334 BU 27 Monthly $5,531.8951 $5,670.1925 $5,811.9473 $5,957.2460 $6,106.1771 $6,258.8315 $6,415.3023 $6,575.6849 $6,740.0770 Hourly $31.9148 $32.7126 $33.5305 $34.3687 $35.2279 $36.1086 $37.0114 $37.9366 $38.8851 In the event of a keying/formula discrepancy, all pay plans (salary matrices) are calculated @ 2.5% between each step and 5.0% between each range. EXHIBIT B YORBA LINDA WATER DISTRICT BARGAINING UNIT EMPLOYEES ASSOCIATION SALARY RANGES AND AUTHORIZED CLASSIFICATIONS 09-14-2009 CLASSIFICATION TITLE SALARY RANGES Accounting Assistant I BU17 Accounting Assistant II BU21 Construction Inspector BU24 Customer Service Representative I BU15 Customer Service Representative 11 BU17 Customer Service Representative III BU19 Engineering Secretary BU17 Engineering Technician I BU20 Engineering Technician II BU24 Facilities Maintenance BU21 GIS Administrator BU26 GIS Technician BU24 Information Systems Technician BU22 Information Systems Technician II/Programmer BU24 Instrumentation Technician BU25 Maintenance Distribution Operator 11 BU20 Maintenance Distribution Operator III BU23 Maintenance Worker I BU17 Mechanic I BU17 Mechanic 11 BU21 Mechanic III BU23 Meter Reader I BU16 Meter Reader II BU18 Meter Services Representative BU23 Operations Assistant BU19 Plant Operator I BU17 Plant Operator II BU23 Project Engineer BU26 Sr. Fleet Mechanic BU26 Sr Maintenance Distribution Operator BU26 Sr. Plant Operator BU26 Storekeeper BU 19 Water Quality Technician I BU20 Water Quality Technician II BU22 350831.1 Y0030.008 EXHIBIT C 1. Independence Day 2. Labor Day 3. Veterans Day 4 Thanksgiving 5 Day after Thanksgiving 6. Christmas Eve 7 Christmas Day 8. New Years Day 9 Presidents Day 10. Memorial Day 11 Employee Chosen Floater 350310.1 Y0030-008 EXHIBIT D Yorba Linda Water District Policies and Procedures Policy No. 7010-09-05 Effective Date: October 27, 2009 Prepared By: Gina Knight, HR Manager Applicability District Wide POLICY: EMERGENCY LEAVE POLICY 1.0 PURPOSE The purpose of this policy is to establish guidelines whereby regular full-time employees may donate accrued leave hours to other employees who have experienced a personal or immediate family member's catastrophic illness or injury, which has created a financial hardship. 2.0 SCOPE The Yorba Linda Water District (District) recognizes it is in the District's interest to establish a policy that enables employees to donate on a voluntary and confidential basis a portion of their vacation, alternate, compensatory and/or administrative leave in increments of at least two (2) hours to fellow employees who have experienced a catastrophic illness or injury This policy delineates procedures for the transfer of leave from one employee to another employee. Income received as a result of this policy will be governed by applicable IRS regulations. A. Definition of Terms 1. Catastrophic illness or injury is defined as a serious illness or injury expected to incapacitate the employee or immediate family member for an extended period of time creating a financial hardship, because the employee has exhausted all accumulated leave. Catastrophic illness or injury for these purposes is further defined as a debilitating illness or injury of the employee or an immediate family member, which will result in the employee being required to take time off from work for an extended period to care for the ill family member As a result, the employee may suffer financial hardship having exhausted all of his/her accumulated leave. Page 1 350835.1 Y0030.008 2. Donor is defined as a regular full-time District employee who has passed his/her initial probation and has completed a voluntary request form to transfer leave to a fellow employee. 3. Immediate Family Member is defined as an employee's spouse, registered domestic partner, children, step-children, foster children, sisters, brothers, grandparents, grandchildren and parent. 4 Donated hours are defined as leave hours that an employee agrees to donate to another employee on catastrophic leave. 5. Recipient Employee is defined as a current regular full-time District employee who has completed his/her original probationary period and is receiving or planning to receive donated time. 6. Regular full-time employees are defined as a current full-time District employee who has completed his/her original probationary period. 7 12-Month Period is defined as a 12-month period measured forward from the date an employee first receives donated hours. 3.0 PROCEDURES A. To receive or donate leave, as provided for in this policy, an employee must have completed his/her original probationary period. B. To receive donated leave time: 1 An employeetfamily member must be on an approved medical leave of absence resulting from a medical emergency for a minimum of 90 continuous work hours (approximately 10 working days); 2. An employee must have submitted a treating physician's off-work order verifying the medical necessity to be off work for at least 90 continuous working hours (approximately 10 working days); and 3. An employee shall be required to exhaust all of his/her available leave balances, inclusive of any balances accrued during the most recent pay period, if the employee is anticipated to be on a doctor approved medical leave for the time stated in the physician's off-work order C All medical documentation submitted to or otherwise obtained by the District shall be made a part of the employee's confidential medical file in the Human Resources Department and shall thereafter be covered by the Privacy Act. The District shall protect privacy and confidentiality. However, a Recipient Employee who chooses at his/her own discretion to make such fact or any other medical facts known to others such that the District's guarantee of confidentiality is then compromised cannot hold the District liable for failure to maintain such privacy and confidentiality Page 2 350835.1 Y0030-008 D A written request for receipt of transferred leave by the employee experiencing the catastrophic illness or injury must be submitted to the Human Resources Manager for approval. E. The Human Resources Manager will notify each employee requesting donated leave through this policy of the decision to approve the request for donated time. F For the purpose of this policy, employees who have requested and been authorized to receive leave donations will be referred to as Recipient Employees. G. Transfer of Leave 1 Any regular full-time District employee desiring to donate leave time will need to complete a Donation of Accrued Leave Form (Exhibit B) indicating the number of leave hours to be donated and the name of the individual to receive the donated leave hours. All donations shall be voluntary and confidential (and the donor shall not receive any remuneration from the employee or representative of the employee). 2. Donor Employees may, on a voluntary and confidential basis, donate vacation, alternate, compensatory leave and/or administrative leave, to more than one recipient employee at the same time in increments of at least two (2) hours for each recipient employee. 3. Donor Employees donating hours under this policy must maintain: a. A minimum of 40 hours vacation time after donation. If the offered donation would result in a vacation time balance below 40 hours, only those hours in excess of the hours necessary to maintain the 40 hour minimum will be eligible for donation. b. A minimum of 20 hours alternate time after donation. If the offered donation would result in an alternate time balance below 20 hours, only those hours in excess of the hours necessary to maintain the 20 hour minimum will be eligible for donation. C. A minimum of 20 hours of compensatory time after donation. If the offered donation would result in a compensatory time balance below 20 hours, only those hours in excess of the hours necessary to maintain the 20 hours minimum will be eligible for donation. Page 3 350835.1 Y0030.008 4 Donated leave hours will be distributed to Recipient Employees as made available by Donor Employees. However, no more than 80 hours will be distributed to any Recipient Employee during a bi- weekly pay period. Benefits received under this policy will be considered gross income and will be regulated according to applicable IRS rules. Such gross income may affect the amount of income received from other compensation programs provided by the employer 5 The donated hours will be converted to dollars at the hourly rate of the donor The dollars shall then be converted to sick leave at the hourly rate of the recipient of the donation. The appropriate hours of sick leave will then be credited to the recipient for use during the catastrophic illness or injury leave. 6. Recipient Employees utilizing leave donated to him/her pursuant to this Policy shall continue to earn all benefits, leave accruals, seniority, retirement credit, etc. as provided for under his/her respective (bargaining) agreement. H. Processing of Donated Hours 1 The Donor Employee shall submit the Donation of Accrued Leave Form to the Human Resources Department. Human Resources (or Payroll) will verify that the Donor Employee has sufficient vacation, alternate, compensatory; and/or administrative leave time to make the donation. If the Donor Employee has insufficient hours, the Donation of Accrued Leave Form will be returned to the Donor Human Resources will ensure all requests to donate leave hours are in accordance with the guidelines of this policy The Donor Employee shall designate from which types of leave accruals; the donation shall be made. 2. The Human Resources Department will notify the Recipient Employee of the initial and future donations in writing. The names of the Donor Employees and amount donated will remain confidential. 3. The Payroll division will reduce the Donor Employee's designated accrued leave balance(s) by the number of hours donated. 4 To the extent that there are multiple donors for any one recipient, distributions to any one recipient shall be in equal amounts from each donor, to the extent sufficient individual donor hours exist. For example, assume there are five donors for recipient employee "A," with one of the five donors having donated 10 hours, and the other 4 donors having donated 2 hours each. Employee "A" is to be provided with a 10 hour distribution. Two hours would be deducted from each of the five donor accounts, resulting in one Page 4 350835.1 Y0030-008 1 remaining donor account of eight hours. This eight hour amount is available for the next distribution. 5 The Payroll division will determine the value of the time donation based on the Recipient Employee's current hourly rate. a. A timecard will be generated for the Recipient Employee by their department manager with assistance from Human Resources identifying the donated hours for a specific pay period. Payroll will then process the timecard on the next available payroll. A check will be processed for the Recipient Employee as a regular payroll check and will be subject to applicable IRS regulations. b. The check will be mailed to the Recipient Employee's home unless other arrangements are made in advance with the Payroll division. 6. In the event an employee has reached an unpaid status, no future donations shall be processed for said catastrophic illness or injury 4.0 RESPONSIBILITY ASSIGNMENTS RECIPIENT EMPLOYEE. Responsible for submitting a written request to the Human Resources Manager for approval. Responsible to provide the Human Resources Manager or designated representative with all documentation required in Section 3.0 of this Policy Responsible to approve any solicitation of donors by signing a copy of Exhibit A, Approval of Solicitation for Donated Leave form. DONOR EMPLOYEE. Responsible to approve the donation of his/her leave by signing a copy of Exhibit B, Donation of Accrued Leave form. Responsible for submitting the Donation of accrued Leave form to the Human Resources Department by the Monday of a payroll week. HUMAN RESOURCES: Responsible to coordinate and approve the transfer of leave time between Donor and Recipient Employees. Page 5 350835.1 Y0030-008 Responsible to verify that employees only donate leave as provided for in Section 3.0 of this policy Responsible to administer this policy and to periodically review and update said policy PAYROLL DEPARTMENT Responsible to adjust individual leave balances. 5.0 EXHIBITS Exhibit A - Approval of Solicitation for Donated Leave Form Exhibit B - Donation of Accrued Leave Form Exhibit C - Emergency Leave Policy Acknowledgement Form Approved: ~ ~~ October 21, 2009 Kenneth R. Vecchiarelli Date General Manager Page 6 350835.1 Y0030-008 Exhibit A Yorba Linda Water District APPROVAL OF SOLICITATIONS FOR DONATED LEAVE As an employee who qualifies for the receipt of leave donated by other District employees, I hereby authorize the Human Resources Manager and/or designated representative to work with my representative, Name: , regarding the solicitation of donations on my behalf I understand that in order to solicit donations, it might be necessary for the above individual representative designated by me, to release my name and the medical emergency which requires this solicitation and hereby authorize the release of said information. As a recipient of donated leave, I understand that certain conditions must be met before I can receive said donated leave and acknowledge that I have met all of those conditions as provided for under Emergency Leave Policy No. 7010-09-05. Additionally, I agree that to the extent that I am in receipt of State Disability, long term disability, workers compensation benefits, and/or any other disability related insurance benefits, I shall fully reimburse the donor accounts with said insurance benefits. Print Employee's Name Employee's Signature Date Signed I have private disability insurance: Yes ❑ No ❑ Having verified that the above named employee meets all the conditions for receiving donated leave from other District employees, I hereby authorize them to solicit leave on said employee's behalf Human Resources Manager Date Signed Distribution: Employee's Personnel File Payroll Page 7 350835.1 Y0030.008 Exhibit B Yorba Linda Water District DONATION OF ACCRUED LEAVE I hereby voluntarily authorize the transfer of the following leave amounts from my leave balance(s) to I understand that said transfer is to assist a District employee who qualifies under the Emergency Leave Policy No. 7010-09-05 to receive leave from other employees due to medical emergencies. I understand that I cannot rescind this transfer, and I lose all rights to utilize the leave amounts once they have been transferred. The donation of leave is being made voluntarily, and I have not been offered nor accepted any remuneration for making this donation. Type of Leave Hours Vacation Leave Alternate Leave Compensatory Leave Administrative Leave Print Employee's Name Date Signed Employee's Signature Having verified that the above named employee meets all the conditions for donating leave, I hereby authorize the transfer of those hours of donated leave indicated above to employee's sick leave accrual. Human Resources Manager Date Signed Posted to the recipient employee's sick leave accrual on 200_, by Distribution: Employee's Personnel File Payroll Page 8 350835.1 Y0030-008 7010-09-05 Exhibit C Yorba Linda Water District Emergency Leave Policy Acknowledgement Form I acknowledge that I have received and read the provisions contained in this Emergency Leave Policy I understand that it is my responsibility to consult my supervisor or the Human Resources Department if I have any questions that are not answered in the Policy I also understand that the provisions in this Policy are guidelines and may not address all circumstances that may arise. In such case, the Human Resources Department shall apply the Policy based on factors including but not limited to: past practices, rules of statutory interpretation. EMPLOYEE'S NAME (printed): EMPLOYEE'S SIGNATURE. DATE. Distribution: Original to Personnel File Copy: Employee Page 9 350835.1 Y0030-008