HomeMy WebLinkAbout2011-06-14 - Personnel-Risk Management Committee Meeting Agenda Packet
Y rl Un
Water District
AGENDA
YORBA LINDA WATER DISTRICT
PERSONNEL-RISK MANAGEMENT COMMITTEE MEETING
Tuesday, June 14, 2011, 4:00 PM
1717 E Miraloma Ave, Placentia CA 92870
COMMITTEE STAFF
Director Robert R. Kiley, Chair Ken Vecchiarelli, General Manager
Director Michael J. Beverage Gina Knight, Human Resources Manager
1. PUBLIC COMMENTS
Any individual wishing to address the committee is requested to identify themselves and state the matter on which they
wish to comment. If the matter is on this agenda, the committee Chair will recognize the individual for their comment
when the item is considered. No action will be taken on matters not listed on this agenda. Comments are limited to
matters of public interest and matters within the jurisdiction of the Water District. Comments are limited to five minutes.
2. DISCUSSION ITEMS
This portion of the agenda is for matters such as technical presentations, drafts of proposed policies, or similar items
for which staff is seeking the advice and counsel of the Committee members. This portion of the agenda may also
include items for information only.
2.1. Status of Human Resources and Risk Management Activities
2.2. Status of Recruitments and Authorized/Budgeted Positions
2.3. Future Agenda Items and Staff Tasks
3. ADJOURNMENT
3.1. The next regular meeting of the Personnel-Risk Management Committee will be held July 12,
2011 at 4:00 p.m.
Items Distributed to the Committee Less Than 72 Hours Prior to the Meeting
Pursuant to Government Code section 54957.5, non-exempt public records that relate to open session agenda items and are
distributed to a majority of the Committee less than seventy-two (72) hours prior to the meeting will be available for public
inspection in the lobby of the District's business office located at 1717 E. Miraloma Avenue, Placentia, CA 92870, during
regular business hours. When practical, these public records will also be made available on the District's internet website
accessible at http://www.ylwd.com/.
Accommodations for the Disabled
Any person may make a request for a disability-related modification or accommodation needed for that person to be able to
participate in the public meeting by telephoning the Executive Secretary at 714-701-3020, or writing to Yorba Linda Water
District, P.O. Box 309, Yorba Linda, CA 92885-0309. Requests must specify the nature of the disability and the type of
accommodation requested. A telephone number or other contact information should be included so the District staff may
discuss appropriate arrangements. Persons requesting a disability-related accommodation should make the request with
adequate time before the meeting for the District to provide the requested accommodation.
ITEM NO. 2.1
AGENDA REPORT
Meeting Date: June 14, 2011 Budgeted: N/A
To: Personnel-Risk Management
Committee
Funding Source: N/A
From: Ken Vecchiarelli, General
Manager
Presented By: Gina Knight, Human Resources Dept: Human
Manager Resources/Risk
Management
Reviewed by Legal: N/A
Prepared By: Amelia Cloonan, Personnel CEQA Compliance: N/A
Technician
Subject: Status of Human Resources and Risk Management Activities
SUMMARY:
The attached spreadsheet is updated on a monthly basis and presented to the Personnel-Risk
Management Committee for discussion.
DISCUSSION:
The attached spreadsheet is updated monthly to indicate the status of Human Resources, Risk
Management and Safety activities as well as revisions to the District's policies and procedures, job
related training offered to District employees, processed tort claims and District sponsored
employee events. Items shown in red have been revised or updated since the last report.
Two 8-hour classes were scheduled through ACWA/JPIA for Underground Utility Line Locator
Training. The first class was presented by Peter Kuchinsky on June 1, 2011 here at the District.
Eleven District staff attended the training. Additionally, four persons from other agencies attended
as follows: El Toro Water District (2), Serrano Water District (1) and Burbank Water & Power (1).
The second 8-hour training will be held at the District on July 6, 2011.
On June 8, 2011, the District opened the recruitment for two Maintenance Worker I positions. The
recruitment closes on June 24, 2011. These positions are to be filled because the District will
permanently take over the City of Yorba Linda sewer system maintenance as of July 1, 2011.
The annual Hearing Testing for selected District personnel is scheduled to be conducted by Bio-
Acoustics at the District on June 21, 2011.
A check was approved at the Board meeting held June 9, 2011 for payment of the claim filed by
Fred Erdtsieck for tire damage caused by a protruding water can in the roadway. The District's
release and waiver mailed to Mr. Erdtsieck on May 25, 2011 has not yet been received by the
District.
An event to commemorate the Fourth of July holiday will be held at the District on June 30, 2011,
with the District providing the main course and red/white/blue desserts or side dishes provided by
employees.
ATTACHMENTS:
Name: Ids s-- iption: ype:
HR DEPARTMENT ACTIVITY -2010-2011.doc Department Activities Backup Material
Updated: June 9, 2011
HR DEPARTMENT ACTIVITY
2010/2011
POLICIES AND PROCEDURES ACTIVITY STATUS
Development and Maintenance of Management reviewed
Safety Procedures Draft policy.
Driver Record Review Policy None.
Drug and Alcohol Policy LCW Law firm revising
District's policy.
Educational/Certification/License Draft Policy presented
Reimbursement Policy to Bargaining Unit on
3/14/2011
Emergency/Fire Evacuation Draft Policy reviewed
Procedures by ACWA-JPIA's Sr.
Risk Consultant.
9/2010 Reviewed by
Safety & Wellness
Committee and
Management. Finalize
& to GM signature.
Emergency Leave Policy Policy BOD approved
and implemented-
10/27/2009.
Employee Performance Evaluation Draft policy to be
Procedure presented to BU for
review and approval
2011.
Employee's Responsibility for Management reviewed
Maintenance of District Vehicles Draft policy.
To be presented to BU
for review and approval
2011.
Employee Time-Off Request Policy Draft policy presented
to BU for review and
approval 3/14/2011.
Facilities Use Policy Management reviewed.
General Manager to
review Draft policy and
add input.
Family Medical Leave Act Policy Policy BOD approved
and implemented-
5/27/2010.
Harassment/Discrimination/Retaliation Policy approved and
Prevention Policy implemented-
12/22/2009.
POLICIES AND PROCEDURES CONTINUED
POLICIES ACTIVITY STATUS
Jackhammer Operations Policy approved and
implemented-
10/14/2009.
Personal Appearance of Employee Policy approved and
implemented-
3/27/2009.
Risk Management Admin Policy HR Mgr to review Draft
policy and comment.
Risk Management Claims Policy Policy BOD approved
and implemented-
3/26/2009.
Safety Footwear Allowance Draft policy presented
to BU on 3/14/2011.
Safety Guidelines for Uniform Shorts Policy approved and
implemented-
2/10/2010
Use of Traffic Cones and Vehicle Policy approved and
Backing implemented 6/6/08
USA Dig Alert System Policy Policy approved and
implemented-
10/28/2009.
Warehouse/Yard Inventory Policy and IT developed and HR
Procedure staff finalized and
distributed policy-
1/12/2009.
Update Recruitment Procedure HR Mgr to review
procedure and add
input.
New Hire Procedure HR Mgr to review
procedure and add
input.
Separation/Termination Procedure HR Mgr to review
In process procedure and add
input.
2
TRAINING - ON SITE/OFF SITE
DATE VENDOR CLASS TITLE
5-19-2010 Pacific Safety Council Certified Occupational Safety Specialist
5-26-2010 Pacific Safety Council Certified Occupational Safety Specialist
6-2-2010 Pacific Safety Council Certified Occupational Safety Specialist
6-15-2010 Pacific Safety Council CPR/First Aid Training
6-17-2010 Pacific Safety Council CPR/First Aid Training
6-23-2010 Annual Hearing Testing
6-29-2010 Pacific Safety Council Heat Illness Training
7-15-2010 Pacific Safety Council CPR/First Aid Training
7-29-2010 Public Agency Risk Manage Claims Effectively
Management Association Risk Financing
Risk Transfer, Contracts and Certificates of
Insurance
8-10 & 11, ACWA/JPIA Conference ACWA/JPIA's Professional Development
2010 Program
10/7/2010 Pacific Safety Council Forklift Training Certification Program
10/7/2010 Public Employees Labor One-day mini conference
Relations Association -
California
10-21-2010 Dept Homeland 1-9 Training
Security/ICE
12-08-2010 Prudential, TAG, EAP Employee benefits brown bag lunch and
learn
12-16-2010 Pacific Safety Council Train the Trainer - Forklift
01-18-2011 ACWA/JPIA at YLWD Three classes in one day: Electrical Safety,
Fall Protection, Lockout/Tagout
02-16-2011 ACWA/JPIA at YLWD Four classes in one day: Electrical Safety,
Fall Protection, Lockout/Tagout, Respiratory
Protection
02-17-2011 Liebert Cassidy Whitmore Leave Rights of California Employees
- San Clemente
3/17&18 Liebert Cassidy Whitmore Public Sector Employment law Conference
Conference-Newport
Beach
3-24-2011 Liebert Cassidy Whitmore The Meaning of At-Will
- Costa Mesa
4-21-2011 Liebert Cassidy Whitmore Labor & Employee Relations in Lean
- Cypress Economic Times
4-27-2011 Rescue 411 2-hour Heat Stress Training for 18 staff and
managers presented on site
5-4-2011 Rescue 411 2-hour Heat Stress Training for 26 staff and
managers presented on site
5-19-2011 Liebert Cassidy Whitmore Employee Due Process Rights & Skelly: A
- La Palma Guide to Implementing Public Employee
Discipline
3
TRAINING - ON-SITE/OFFSITE - Page 2
COURSE VENDOR CLASS TITLE
06-01-2011 ACWA/JPIA Underground Utility Line Locator Training -
11 District staff and 4 Other Agency staff
trained (8 hour training)
07-06-2011 ACWA/JPIA Underground Utility Line Locator Training
scheduled (8 hour training)
4
CURRENT RECRUITMENTS
MONTH POSITION APPLICATIONS
PROCESSED
2010
FEB/MAR/APR Maintenance Dist. Op II 4
Sr. Accountant 45
JUNE Maintenance Dist. Op III 3
JULY GIS Technician, Part Time 1
AUG Maintenance Dist. Op II 4
OCTOBER Engineering Secretary 83
NOVEMBER Maintenance Worker 1 137
2011
FEBRUARY Meter Reader 1 287
MARCH Customer Service Supervisor 62
JUNE Maintenance Worker 1 (2 positions)
5
CURRENT RISK MANAGEMENT/TORT CLAIM ACTIVITY
DATE OF NATURE OF RISK MGMNT ACTION TAKEN
ISSUE/CLAIM RELATED ISSUE/CLAIM
REC' D
APR Rec'd claim from A. Lesko re: Settlement in negotiations
Damage to Vallecito Lane due to between residents and ACWA-
Ohio and Villa Terrace H2O leak JPIA
APR Rec'd claim from N. McCauley re: To be discussed at next
mud entering garage due to Pers/Risk Management
neighbor's H2O leak Committee meeting.
MAY Rec'd claim from V. Valardi re Claim settled in August from
flooding of her properties 15K to approx. 4K.
MAY Rec'd claim from David Ip re: water To be discussed at next
line damage at meter Pers/Risk Management
Committee meeting.
AUG Sent out claim form: Service No claim rec'd as of this date.
Repair-landscape damages and
plumbing fees.
SEPT Filed claim with ACWA-JPIA - Rec'd $21,081.25 for total loss
Backhoe- Liability/property on Backhoe 3-9-2011. At this
time the City of Anaheim has
not filed a claim against the
District.
OCT Received reimbursement from Payment of $70,044.56
ACWA/JPIA for Ohio/Villa Terrace received.
incident
NOV Knight submitted claim against Settled for $1,748.20 on
AT&T on District's behalf - broken 2/18/11.
sewer pipe.
DEC Sent out claim form: Joseph No claim rec'd as of this date.
Shreve, 3590 Sherwood, YL
JAN 2011 Returned claim form for
insufficiency: John Fox, 4661 Casa
Oro, YL. Claiming plumber, street
repair, hotel, damages to house
($14,926.82)
FEB 2, 2011 Sent out claim form: Rick Recommend BOD reject claim
Jorgensen, Attorney, re: 5782 - Not the District's.
Mountain View, DOL 8/31/2010
FEB 9, 2011 Rec'd claim from Salvador Returned due to insufficient
Amezcua-Homeowner from Ohio information
and Villa Terrace
Apr 28, 2011 Claim Form mailed to Irene Claim rec'd and set for
Erdtsieck for damaged tire. payment June 9, 2011
6
CURRENT RISK MANAGEMENT/TORT CLAIM ACTIVITY - Page 2
May 26, 2011 City of Anaheim Invoice for cost to Payment of City of Anaheim's
replace streetlight pole & Invoice for $9,162.84 will
associated hardware for YLWD's appear on the billboard for
backhoe incident of September Board approval.
2010
CURRENT WORKERS COMPENSATION ACTIVITY
DATE OF NATURE OF W.C. STATUS REPORTABLE INCIDENT
INJURY CLAIM
1-2010 LEFT ELBOW STRAIN FIRST AID ONLY
2-2010 N/A N/A POST OSHA LOG 300
3-2010 N/A N/A
4-2010 DOG BITE Closed YES
6-2010 HEAD INJURY Closed YES
7-2010 LEG INJURY Closed YES
8-2010 BEE STING Closed YES
9-9-2010 BROKEN TOE Closed YES
9/21/2010 CONTUSIONS TO Closed YES
HAND AND ANKLE
9/29/2010 ANT BITES Closed YES
10/4/2010 LACERATION - TOP Closed YES
OF HEAD
10/28/2010 THUMB CUT- Open YES
STITCHES REQ'D.
12/6/2010 RIGHT WRIST Open YES
TENDONITIS
1/20/2011 GROIN PULL Open -
02/16/2011 FINGER PRICKED BY Open YES
SHARP OBJECT
03/02/2011 Head Laceration Closed YES
04/20/2011 Elbow/hand numbing Closed YES
due to jackhammer
kickback
04/28/2011 Hand pricked by sharp Open YES
object
s
DISTRICT EMPLOYEE ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
6-30-2010 Employee Recognition Committee
8-3-2010 Employee Recognition Committee
8-24-2010 Employee Recognition Committee
9-1-2010 HOT TAP DEMO/Horseshoe Employee Recognition
Competition and Luncheon Committee
9-21-2010 Employee Recognition Committee
10-5-2010 Employee Recognition Committee
10-27-2010 Health & Benefits Fair & Flu Shots Human Resources
11-18-2010 Employee Potluck Employee Recognition
Committee
12-7-2010 Employee Recognition Committee Human Resources
01-11-2011 Employee Recognition Human Resources
Committee
01-25-2011 Employee Recognition Committee Human Resources
02-08-2011 Employee Recognition Committee Human Resources
02-11-2011 Employee Recognition Dinner Employee Recognition
Committee
04-7-2011 Employee Recognition Committee Human Resources
04-30-2011 Employee Picnic Knott's Berry Farm Employee Recognition
Committee
05-17-2011 Employee Recognition Committee Human Resources
06-20-2011 Employee Recognition Committee Human Resources
06-30-2011 Fourth of July event Employee Recognition
Red/White/Blue Employee Desserts or Committee
Side Dishes
9
DISTRICT SAFETY AND WELLNESS- ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
6-28-2010 Safety-Wellness Committee HR/SAFETY
7-28-2010 Safety-Wellness Committee HR/SAFETY
7-2010 First Aid Back Packs Delivered HR/SAFETY
7-2010 First Aid Backpack Supplies Delivered HR/SAFETY
8-24-2010 AED's Delivered HR/SAFETY
8-25-2010 Safety-Wellness Committee HR/SAFETY
9-15/2010 Employee Assistance Program HR
(EAP) Eating Right for Life
9-16-2010 Safety and Wellness Committee HR/SAFETY
9-29-2010 Safety and Wellness Committee HR/SAFETY
9-29-2010 Employee Assistance Program HR
(EAP) Sleep 101
10-6-2010 Employee Assistance Program HR
(EAP) Dealing w/Difficult People
10-13-2010 Employee Assistance Program HR
(EAP) Preventing Burnout
10-22-2010 Check AED's & Log HR/SAFETY
11-17-2010 Employee Assistance Program HR
(EAP) Managing Money in Tough Times
11-22-2010 CheckAED's & Log HR/SAFETY
12-7-2010 Safety and Wellness Committee HR/SAFETY
12-9-2010 Distribute First Aid Backpacks to Employees HR/SAFETY
at Operations Safety Meeting
12-23-2010 Check AED's & Log HR/SAFETY
01-06-2011 First Aid Stations replenished with supplies HR/SAFETY
01-24-2011 CheckAED's & Log HR/SAFETY
02-24-2011 Check AED's & Log HR/SAFETY
03-23-2011 Check AED's & Log HR/SAFETY
10
DISTRICT SAFETY AND WELLNESS-ACTIVITIES/FUNCTIONS CONT.
MONTH ACTIVITY/FUNCTION DEPARTMENT
4-06-2011 Sharps containers placed next to all First HR/SAFETY
Aid Stations. Notice to employees posted
regarding care in disposal of medical waste.
04-14-2011 Safety and Wellness Committee HR/SAFETY
To be rescheduled
4-20-2011 Sign posted at Richfield Gate: DANGER HR/SAFETY
STOP - Proceed Slowly
04-25-2011 Check AED's & Log HR/SAFETY
5-24-2011 Check AED's & Log HR/SAFETY
06-07-2011 Safety Committee Meeting (meeting HR/SAFETY
cancelled due to the number of committee
members out of the office) to be
rescheduled
06-21-2011 Annual Hearing Testing Scheduled HR/SAFETY
06-29-2011 One-hour Employee Assistance Program HR/SAFETY
(EAP) Workshop
11
HR ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
9-2010 Compile record of all 1-9's on file for audit Human Resources
by Homeland Security
9-2010 Meet with Homeland Security Human Resources
Representative re 1-9 audit
10-21-2010 1-9 Training conducted by Homeland Human Resources
Security Representative at District
10-2010 Response from Homeland Security Human Resources
Representative re correction of deficiencies
received and action to correct deficiencies
commenced
10 &11- Work with employees to correct Human Resources
2010 deficiencies in documentation
11-30-2010 Scan updated forms to Homeland Security Human Resources
Representative
01-25-2011 Warning notice delivered by Homeland Human Resources
Security Representative with respect to
insufficiencies. Verbal confirmation that
deficiencies have been corrected, and
there is no fine to be assessed.
12
ITEM NO. 2.2
AGENDA REPORT
Meeting Date: June 14, 2011 Budgeted: Yes
To: Personnel-Risk Management
Committee
Funding Source: All Funds
From: Ken Vecchiarelli, General
Manager
Presented By: Gina Knight, Human Resources Dept: Human
Manager Resources/Risk
Management
Reviewed by Legal: N/A
Prepared By: Amelia Cloonan, Personnel CEQA Compliance: N/A
Technician
Subject: Status of Recruitments and Authorized/Budgeted Positions
SUMMARY:
The attached spreadsheet is updated monthly and presented to the Personnel-Risk Management
Committee for discussion.
DISCUSSION:
The Authorized Positions spreadsheet is updated monthly to show the status of the District's current
recruitment activity. The spreadsheet identifies the current fiscal year's authorized and budgeted
positions as well as any current vacancies awaiting action. Items shown in red identify the most
recent activity such as pending employment offers or applications being processed in addition to
any revisions or updates since the last report.
Since the last report, the Human Resources section completed recruitments for both the Meter
Reader I and Customer Service Supervisor positions, with Dane Dettorre hired on May 23, 2011 for
the Meter Reader I position and Cheryl Jubrey hired on May 18, 2011 for the Customer Service
Supervisor position.
On June 8, 2011, staff commenced recruitment for two (2) Maintenance Worker I positions. These
positions are being filled to handle the workload for the City of Yorba Linda sewer system, which will
be taken over by the District on July 1, 2011.
ATTACHMENTS:
Nara : Descrilption: T ype:
Authorized Positions 06-09-2011.xls Authorized Positions Backup Material
As of June 9, 2011
FY 2010-2011 Authorized Positions
Salary Start
Range Position Classification Budget Emp Status/Comments Date
1-11 (Temporary Help) 0 0
12
13
14
15 Customer Service Representative 1 1 1
16 Meter Reader 1 2 2 Hired Dane Detorre 05/23/11
17 Accounting Assistant 1 1 1
Customer Service Representative 11 1 1
Engineering Secretary 1 1
Maintenance Worker 1 10 10 Adding (2) MWI to Wastewater Collections.
Recruitment opened 06/08/2011 and closes
06/24/2011. (2) MWI are under filling MDOII.
Mechanic 1 0 0
Operations Secretary 0 0
18 Meter Reader 11 2 2
19 Customer Service Representative 111 2 2
Operations Assistant 1 1
Storekeeper 1 0 Vacant.
20 Engineering Technician 1 0 0
Maintenance Distribution Operator 11 7 5 Under filled with (2) Maint. Worker I
positions.
Water Quality Technician 1 1 1 Position used to under fill authorized Water
Quality Technician 11 position.
21 Accounting Assistant 11 1 1
Facilities Maintenance 1 1
Mechanic 11 1 1
22 Information Systems Technician 1 1 1
Water Quality Technician 11 0 0 Under filled with (1) WQT 1.
23 Maintenance Distribution Operator 111 4 4
Meter Services Lead 1 1
Mechanic 111 1 1
Personnel Technician 1 1
Plant Operator 11 3 3
As of June 9, 2011
FY 2010-2011 Authorized Positions
Salary Start
Range Position Classification Budget Emp Status/Comments Date
24 Construction Inspector 1 1
Engineering Tech II 3 2 Vacancy due to long term employee's
retirement on 12/30/2010. Vacant position
on hold.
GIS Technician 0.5 0.5
Info Systems Tech II/Programmer 1 1
25 Assistant Administrator I 0 0
Executive Secretary 1 1
Human Resources Analyst 1 1
Instrumentation Technician 1 1
Sr. Accountant 1 1
26 GIS Administrator 1 1
Project Engineer 2 2
Sr. Construction Inspector 1 1
Sr. Fleet Mechanic 1 1
Sr. Maintenance Distribution Operator 4 4
Sr. Plant Operator 1 1
27 Customer Service Supervisor 1 1 Hired Cheryl Jubrey 05/18/11
28 Management Analyst 1 1
29 Water Quality Engineer 1 1
30 Public Information Officer 1 1
Water Maintenance Superintendent 1 1
SCADA Administrator 1 1
Information Systems Administrator 1 1
31 Chief Plant Operator 1 1
32
33
34 Sr. Project Manager 1 1
35
36 Human Resources and Risk Manager 1 1
37 Engineering Manager 1 1
Finance Director 1 1
Information Technology Director IS Administrator assigned to Acting IT
0 0 Director.
Operations Manager 1 1
38
39
40 Assistant General Manager 1 0 Vacant-On hold
General Manager 1 1
Total 78.5 73.5