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CC Resolution No. 12-123 Administrative Rules & Regulations_revised 08-30-23RESOLUTION N0. 12-123 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO DIRECTING THE CITY MANAGER TO AMEND THE ADMINISTRATIVE RULES AND REGULATIONS OF THE PERSONNEL CODE TO REFLECT ANY CHANGES TO THE MEMORANDUM OF UNDERST ANDINGS (MOU'S) AND COMPENSATION PROGRAMS WHEREAS the City Council desires that the Administrative Rules and Regulations of the Personnel Code be changed to reflect any current changes to the Memorandum of Understanding (MOU's) and compensation programs. NOW, THEREFORE BE IT RESOLVED that the City Council hereby directs the City Manager to amend the Administrative Rules and Regulations of the Personnel Code to reflect any current changes to the compensation programs. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 16th day of October, 2012 by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABST AIN: Santoro, Mahoney, Chang, Sinks, Wong None None None ATTEST:APPROVED: Grace Schmidt, City Clerk Mark Santoro, Mayor, City of Cupertino (, I CITY OF CUPERTINO AnwmmryrzvgRurpsmn Rpcur,,arzorvs Offl rwPppsorvur=.r, Cow CrrwznpPorrczgs OCTOBER I 7, 2012 1 AnwrrvmryrwpRtirps.arvnRpctyr,,arrousoprrrpP.pnsorvnzzr Conzs Table of Contents Pmrl PERSONNEL RULES SECTION 1 DEFINITIONS SECTION 2 GENERAL ADMINISTRATION 2.1 Purpose 2.2 Policy 2. 3 Administration 2. 4 Interpretation 2.5 Coverage 2. 6 Repeal of Existing Rules 2. 7 Ai'nendments to Rules 2.8 Effective Date SECTION 3 GENERAL PROVISIONS 3.1 Fair Employment Practices 3.2 Violation of Rules SECTION 4 CLASSIFICATION PLAN 4,1 Preparation of Plan 4.2 Adoption and Revision of Plan 4.3 Allocation of Positions 4. 4 New Positions 4.5 Reclassification SECTION 5 RECRUITMENT 5.1 Announcement Notices 5.2 Request for Application Forms 5.3 ApplicationForms 5.4 Disqualification 5.5 Disqualification - Nepotism 5. 6 Receipt of Applications 1 2 5 5 6 6 6 6 6 6 6 7 7 7 7 7 7 7 7 8 8 8 8 8 8 9 9 SECTION 6 EXAMINATIONS 6.1 Nature and Type of Examinations 6, 2 Promotional Examinations 6.3 Continuous Examinations 6.4 Scoring Examinations and Quali'fying Scores 6.5 NotificationofExaminationResults 2 SECTION 7 ELIGIBLE LISTS 7.1 Eligible Lists 7.2 Duration of Eligible Lists 7. 3 Placement on Eligible Lists 7.4 Ceitification 7. 5 0rder of Certification 7. 6 Removal of Names from Eligible Lists 7, 7 Replacing an Eligible List SECTION 8 APPOINTMENTS 8.1 Type of Appointments 8. 2 Position Requisitions 8.3 0rder of Employment SECTION 9 PROBATIONARY PERIOD 9.1 0bjective of Probationary Period 9.2 Extension of Probationary Period 9.3 Rejection During Probationary Period SECTION 10 PERFORMANCE EV ALUATIONS 10.1 Evaluation of Employee Performance 10.2 PerformanceEvaluationForms 10.3 Ai'u"iualEvaluations-MeritIncreases 10.4 ProbationaryPeriod 10.5 Non-timelyEvaluations-MeritIncrease 10. 6 Performance Evaluations - Disagreement SECTION 11 ST ATUS CHANGES 11.1 Transfer 11.2 Demotion 11.3 Suspension 11. 4 Reinstatement SECTION 12 ATTENDANCE AND LEAVES OF ABSENCE 12.1 Hours of Work 12.2 Holidays 12.2.1 FloatingHolidays 12.2.2 Rescheduled Work Assignment 12.2.3 Unused Work Hours 12.2.4 Holiday Pay 12.3 Vacation Accrual 12.3.1 Vacation Sellback 12.4 Sick Leave 12.4.1 Sid< Leave Conversion 12.4.2 Conditions-SickLeaveHoursConversiontoVacation 3 12.4.3 12.4.4 12.4.5 12.5 12.5.1 12.5.2 12.5.3 12.6 12.7 12.8 12.9 12.10 12.11 12.12 12.13 12.14 12.14.1 Conditions - Vacation Hours Conversion to Sick Leave Personal Leave Sick Leave Verification Incentive Compensation Hourly Value Retirement Resignation Bereavement Leave Absence Notification Militaiy Leave Jury Duty Temporary Disability Benefits Pregnancy Disability Leave Adoption Leave Catastrophic Leave Attendance Attendance Records SECTION 13 0VERTIME 13.1 0veitime Pay 13.2 Non-Exempt Overtime 13. 3 Exempt Employees 13.4 Stand-by Pay SECTION 14 TERMINATION AND REEMPLOYMENT 14.1 Resignations 14.2 Layoffs 14. 3 Reemployment 14. 4 Reinstatement SECTION 15 DISCIPLINE 15.I Policy 15.2 Procedure 15.3 Fori'nsofDisciplinaryAction 15.4 CarisesforDisciplinatayAction 15.5 Pre-disciplinaryProceedings 15.6 NoticeRequirements 15.7 SkellyMeeting 15. 8 Action Letter 15.9 FLSAExemptEmployees SECTION 16 APPEALS AND HEARINGS 16.1 Form of Appeal 16.2 FilingofAppeal 16. 3 Representation 4 16. 4 Who May Appeal 16.5 HearingonAppeals SECTION 17 GRIEV ANCE PROCEDURE I 7. l Definition 17.2Stepl 17.3Step2 17.4Step3 17.5 Step4 17. 6 Advisory Arbitration 17. 7 Limitations on Autliority of Advisory Arbitrator P.mll Ormn Crr'rwznpPorzcrps SECTION I EQUAL OPPORTUNITY IN EMPLOYMENT SECTION 2 ALCOHOL AND DRUG ABUSE POLICY 2.1 Purpose 2.2 Policy 2, 3 Application 2.4 Employee Responsibilities 2. 5 Management Responsibilities and Guidelines 2. 6 Physical Examination and Drrig Screening Procedures 2. 7 Fit-for Iuty Examinations 2. 8 Confidentiality 2. 9 Appeal Process 2.10 Summary SECTION 3 PROHIBITION AGAINST HARASSMENT, DISCRIMINATION RETALIATION 38 3.1 Policy Statement 3.2 Definition 3.3 No Retaliation 3.4 Complaint Procedure 3.5 Responsibilities 3. 6 Penalties 3. 7 Policy Staten'ient 3.8 Definitions 3.9 Policy/Procedure SECTION 4 AMERICANS WITH DISABILITIES ACT 4.1 Purpose Prohibiting Disability Discrimination 4.2 Policy 4.3 Policy Regarding Reasonable Accommodation 5 Definitions Reasonable Accommodation Complaint Procedure SECTION 5 FAMILY LEAVE POLICY SECTION 6 REIMBURSEMENT OF EXPENSES 6.1 Personal Vehicles 6.2 Reimbursements SECTION 7 SPECIAL CONDITIONS 7.1 Training Programs 7. 2 Suggestion System 7.3 Hospitalization, Medical, Dental and Life Insurance Programs 7.4 Memorandum of Understanding SECTION 8 WORKPLACE VIOLENCE 8.1 Policy 8.2 Definitions 8.3 Zero Tolerance 8. 4 Violent Acts 8. 5 Reporting Violent Acts 8. 6 Workplace Violence Written Repoit 8. 7 No Retaliation 8. 8 Investigation 8. 9 Due Process 50 6 l Pmrl PERSONNEL RULES OCTOBER 1 7, 201 2 1 SECTION 1 DEFINITIONS 1.1 Administrative Leave: Leave granted by tl'ie City Manager witli or without pay for a maximum of tliirty (30) calendar days. 1.2 Allocation:Tlieassigni'nentofasinglepositiontoitsproperclassificationin accordance witli tlie duties perfori'ned and levels of responsibility. 1.3 Ani'iiversaryDate:Adatesetfollowingabeginninglevelorpromotional appointment, on which an employee is due for a perfonnance evaluation, or is eligible for status change, or sl'iould be considered for a merit increase. 1.4 :Apersonwliohassubmittedanapplicationforemployinent. 1.5 AppointingAuthority: TlieCityManager. 1. 6 Candidate: An applicant invited to compete in the examination process. 1. 7 Ceitification Notice: The submission of names of eligible from an eligible list. 1. 8 Class Specification: The official description of a job classification including tlie title, a statement of duties and levels of responsibilities, distinguisl'mg cliaracteristics from other classes if applicable, ai'id qualification standards including education, experience, knowledge, skills, and abilities. 1.9 Classification(Class):Agoupofpositionsliavingdutiesaiidlevelsof responsibility sufficiently similar tliat tlie same job title, examples of duties, qualification standards, and methods of selection and compensation may be applied. 1.10 ConfidentialClassification:ConfidentialclassesasdefinedinCityResolutionNo.9901. 1.11 Continuous Service: Tlie uninternipted service of an employee from the date of l'ffs/her latest appointment to the present. Continuous service sliall be broken tl'irough deatli, discliarge, resignation, retirement, or layoffs exceeding twelve (12) montlis duration witliout tlie employee liaving been reinstated. Continuous service sl'iall be internupted tmough a leave of absence or suspension witliout pay exceeding ten (10) work days. 1.12 : Calendar days, ui'iless otherwise indicated. 1.13 Demotion:Tl'iemovementofanemployeefromoneclasstoanotlierclassliaving alower maximum rate of pay. 1.14 :Apersonwhosenameisonanopencompetitiveorpromotionaleligiblelist. 2 1.15 Eligible List: Open migible List: A list of nai'nes of persons wlio liave taken and qualified in an open competitive examination for a position subject to the merit and fitness provision of Cliapter 2.52 of tlie Personnel Code. Promotional Eligible List: A list of names of persons who liave taken and qualified in a promotional exainination for a position subject to the merit aiid fitness provision of Chapter 2.52 of the Persoi'uiel Code. 1.16 EmployeeOrganization:Anorgai'iizationrecognizedinaccordancewithtlie provisions of Cliapter 2.52 et seq. of tlie Personnel Code. 1.17 Giievance: A good faitli dispute or difference of opii'iion raised by an employee involving the meaning, interpretation, or application of tlie expressed provisions of a Memorandum of Understanding, city policy, or existing work rules conceining a matter witliin tlie scope of representation. 1.18 Examination: Open Coynpetitive Examitzahon: The testing process for a paiticular class wliich is open to all persons meeting tlie requirements for tlie position. Promotional Examination: The testing process for a particular class, admission to tlie examination being limited to employees with regular status who meet tlie requirements for tlie position. Coydinuous Examiyqatxoyz: Tlie testing process announced on an open competitive basis administered periodically resulting in tlie placement of names, in order of final scores, on an employi'nent list for a period of one year. 1.19 Exdusive Representative: An employee orgai'iization, or its duly autliorized representative, tliat lias been granted fonnal recognition by tlie mui'iicipal employee relations officer following a secret ballot election as representing tlie employees in an appropriate unit. 1.20 Exempt Positions: Persoimel Code Exemptions: Tlie City Manager, City Attoniey, Department Directors, Executive Assistant to the City Manager, Legal Services Manager, and employees serving under appointments of provisional, exempt, temporary, or emergency status, are not subject to tlie meiit and fitness provisions of tlie Personnel Code. 3 Fair Labor Standards Act (FLSA) Exemptions: Executive, Admii'iistrative, and Professional employees designated exempt under the FLSA. (29 CFR §§541.1 - 541.3 et seq) 1.21 Fiscal Year: July 1 througli June 30. 1.22 HumanResourcesDirector:T1ieCityManagerorlffsdesignatedrepresentative. 1.23 In.iury Leave: Leave arising out of and in tlie course of employi'nent as defined by Workers' Compensation laws, State of California Labor Code. 1.24 In-Service Training: Any class, seminar, worksliop, traiiiing course or conference paiticipated in by an employee wl'ffle working for tlie city. 1.25 Separationfromemployi'nentduetolackofworkorlackoffunds. 1.26 Management Classifications: Management classes as defined in City Resolution No. 9901. 1.27 Merit Salary Increases: Advaiicement througli the steps of a salary range, based on satisfactory job perfon'nance, at specified time intervals. 1.28 Municipal Employee Relations Officer: The City Manager or his duly autliorized representative. 1.29 Norinal Workweek: A nori'nal workweek is defined as 40 liours of work in seven working days unless modified by tlie Departinent head. 1.30 Persoruiel Code: Cliapter 2.52 of tlie Municipal Code. 1.31 Probationary Period: Tlie final component of the selection process involving a 12 month working test during wliicli an employee is required to demonstrate fitness for tlie assigned position by actual perforinance of tlie duties of the position. 1.32 Promotion: Tlie movement of an employee from one class to anotlier class liaving a l'iiglier maximum pay rate. 1.33 ProvisionalAppointment:Anappointmentofapersonwliopossessesthe ininimum qualifications establislied for a particular class and who lias been appointed to a position in the absence of an eligible list and is liinited to one hundred and eiglity (180) calendar days of employinent. 1.34 Recall: Re-employi'nent of a person laid off from employinent as a result of a lack of work or lack of funds. 4 1.35 Reclassification:AllocationbytlieCityMaiiagerofanindividualpositionto anotlier more appropriate classification, wlietlier new or already created. 1.36 RegularEmployee:Anemployeewholiassuccessfullycompletedthe probationary period. 1.37 RegularPart-timeEmployee:Anemployeeappointedinapaittimebasistoan autl'iorized position witli pro-rated benefits wlio lias successfully completed the probationary peiiod. 1.38 Reinstatement: The reemployinent witliout examination of a fon'ner regular employee wlio resigned in good standing aiid is eligible for reinstatement to tlieir fonner class pursuant to tlie provisions of a memorandum of understaiiding. 1.39 Review Date: See Section 1.3 Anniversary Date City Seniority: Tlie lengtli of continuous service by an exempt or regular employee. Classification Seniority: The lengtli of continuous service in a classification an exempt or regular employee. by 1.41 : Tlie temporary separation from employinent without pay, of an employee for disciplinary puiposes. 1.42 Temporary Employee: An employee appointed on an "as needed" basis for work wl'ncli is anticipated to be of a temporary or interinittent nature eitlier on a full-time or pait-time basis. Sucli appointments are based on an liourly rate of pay wlien less tlian fiill-time and do not include benefits except as prescribed by law and may not work more than 1,000 liours per fiscal year. 1.43 Total Compensation: The total remuneration, including salary, applicable economic employee benefits, and working conditions received by tlie employee from tlie city. 1.44 Transfer: A cliange of an employee from one position to another in tlie same class or in a comparable class. 1.45 Working Days: Days tlie City offices are open for business SECTION 2 GENERAL ADMINISTRATION 2.1 ! 5 Tlie purpose of these Rules shall be to provide tlie basis of a merit system by wl'fflch the persomiel program shall be administered. Tliese Rules shall also provide tlie basis of comi'non 11nderstandiiig between the supervisors and employees as to tenns and conditions of employi'nent insofar as tliey are not superseded by a fon'nally adopted Memorandum of Understanding pursuant to tlie provisions of Cliapter 2.52 of tlie Personnel Code, Section 2.52.280 Employer-Employee Relations. The policy under which tliese Rules sliall be administered is to provide for fairness botli to the employee and the city and for consistency and unifon'nity in tlie administration of tlie Personnel Program. 2.3 Administration Tlie administration of tliese Rules is hereby vested in the Human Resources Director subject to administrative policies as set forth by tlie City Manager. 2.4 Interpretation Any interpretation, definition or meaning of any provision, term or condition contained lierein sliall be as set fortli in writing by tlie Human Resources Director wliose interpretations, defii'iition or meaning sliall be considered as supplemental liereto. All officers, employees and positions sliall be subject to tliese Rules except for those officers, employees and positions specifically enumerated lierein below.(l,'a ' a. All Elected Officers b. City Manager c. City Attorney d. Chainnen and members of appointed boards, coi'ninission and coi'ninittees e. Part-time, temporary, aiid seasonal employees. 2.6 RepealofExistingRules All existing Rules and other policies currently or lieretofore in effect relating to tliose ten'ns aiid conditions of employinent as provided for lierein are liereby rescinded and repealed. 2. 7 Ainendments to Rules Ainendments to and modifications of these Rules sliall be as set fortli in tlie Persoruiel Code. 2.8 Effective Date Tliese Rules sliall be filed witli tlie City Clerk on adoption by tlie City Council and sliall become effective iininediately thereafter. 6 SECTION 3 GENERAL PROVISIONS 3.1 Fair Employi'nent Practices No question in any test, application forin, or in any otlier persoi'uiel proceeding sliall be so framed as to attempt to elicit inforination conceniing race, religion, color, sex (including gender, gender identity, gender expression, and pregnancy), sexual orientation (including heterosexuality, homosexuality, and bisexuality), national origin, ancestry, citizensl'ffp status, unifonned service member status, marital status, pregnancy, age, medical condition, genetic infoimation and genetic cliaracteiistics, and physical or mental disability or any otlter protected classification under tlie law, except tliat tlie City may inquire wliether tlie applicant can perfonn tlie essential job function witli or witl'iout reasonable accomi'nodation. 3.2 Violation of Rules Violation of the provisions of tl'iese Rules may be grounds for disciplinaiy action or removal from an eligible list. SECTION 4 CLASSIFICATION PLAN 4.1 PreparationofPlan Tlie Human Resources Director sliall asceitain and record tlie duties and responsibilities of all positions and, after consulting with tlie Appointing Autliority and heads of departments affected, sliall recoi'i'u'nend a classification plan for such positions. Tlie classification plan shall consist of classes of positions defined by class specification including the title. The classification plan sliall be so developed and maintained tliat all positions substantially similar with respect to duties, responsibilities, autlioiity, and character of work are included within the same class, and tliat tlie same schedules of compensation may be n'iade to apply witli equity under like working conditions to all positions iii the same class. 4.2 Adoption and Revision of Plan The classification plan shall be adopted and may be amended from time to time by resolution of tlie City Council. 4.3 Allocation of Positions Following the adoption of tlie classification plan, the Human Resources Director sliall allocate every regular positioi'i to one of tl'ie classes establislied by tlie plan. Allocation factors directly relate to duties, responsibilities, and minimum qualifications, and do not include the amount of work perfonned or otlier factors related to compensation. 4.4 New Positions When a new position is created, before it may be filled, tlie Appointing Autlioiity shall notify the Human Resources Director and except as otlierwise provided by tliese i'ules, no person shall be appointed or employed to fill any such position until the classification 7 plan lias been amended as necessary to provide tlierefore and an eligible list establislied for sucli position. 4.5 Reclassification Positions, tlie duties of wl'ffch have clianged materially so as to necessitate reclassification, sliall be allocated by the Humaii Resources Director to a more appropriate class, whether new or already created. SECTION 5 RECRUITMENT 5. I Announcement Notices All examinations for regular positions sliall be publicized by posting announcements on official bulletin boards and by sucli otlier metliods as the Human Resources Director deems advisable. Special recruitment sliall be conducted, if necessary, to insure tliat all seginents of tlie coini'nunity are aware of fortlicoming exai'ninations. Tlie announcement sliall specify the title and pay of tlie position for wl'iich tlie examination is announced; tlie nature of tlie work to be perfonned; typical duties; qualification requirements for the position; tlie mai'iner of making application, components of tl'ie testing process, and any otlier pertinent infori'nation. Certified copies of college transcripts, motor vel'ncle diiver records, and otlier documents required during tlie application process will be identified in the announcement notice. 5.2 Request for Application Fon'ns Applications will only be provided during tlie period set forth in the announcement notice. Internal lists of subsequent job openings will not be maintained. 5.3 Application Fon'ns Co'inpleted applications are required for all open and promotional examinations. All applications must be signed by the person applying. Resumes are not accepted in lieu of completed applications. 5.4 Disqualification The Human Resources Director sliall reject any application whicli indicates on its face tliat tl'ie applicant does not possess tl'ie minimum qualifications required for tlie position. Applications sliall be rejected if tlie applicant is pliysically unfit for the perfonnance of duties of tlie position; is addicted to tlie habitual excessive use of drugs or intoxicating liquor; lias been convicted of a crime involving moral turpitude; has made any false statement of any material fact, or practiced any deception or fraud in tlie application. X)Vhenever an application is rejected, notice of sucli rejection witli statement of reason sliall be mailed to the applicant by tlie Human Resources Director. Defective applications may be returiied to tlie applicant with notice to amend tlie same providing tlie tiine limit for receiving applications has not expired. 5.5 Disqualification - Nepotism 8 It is tlie policy of tlie City of Cupertino to remain free from nepotism wliile not discriminating against tlie applicant. Tlie following provisions apply: a. Members of tlie iiui'nediate family of City Council members may not be employed by the city during tlie Councilmember's terin of office. b. Members of an iini'nediate family may not be employed simultaneously by tlie city in positions wliere family influence and/or relationship might affect supervision, safety, security, or morale in a manner detrimental to tlie conduct of city business, or where sucli relationships may result in conflicts of interest. c. "Iininediate family" is defined as spouse, domestic partner, parents, siblings, cliildren, grandparents, grandson or granddaughter grandcliildren, step cl'iildren, mother-in-law, father-in-law. 5. 6 Receipt of Applications Applications must be received by the final filing date as set foitli in tlie announcement notice. Applications received througli facsimile (fax) transmission by tlie final filing date are acceptable on tlie condition that tlie oiiginal application is received no later tlian by 5:00 p.m. one week following the closing date. SECTION 6 EXAMINATIONS 6.1 NatureandTypeofExaminations Tlie selection tecl'uiique used in tlie exainination process shall be job related and designed to fairly measure tlie relative capacities of the persons examined to execute tlie duties and responsibilities of the position to whicli tliey seek to be appointed as detennined by tlie Human Resources Director. Examinations shall consist of selection tecl'u'iiques wlffcli will test fairly tlie qualifications of candidates sucli as, but not necessaiily limited to, written tests, personal interviews, perfori'nance tests, pl'iysical agility tests, evaluation of daily work perfonnance, work samples, medical examinations, or any combination of tliese or otlier tests. Tlie probationary period shall be considered as an extension of tlie examination process. Exan'iinations sliall be designed to provide equal oppoitunity to all candidates by being based on an analysis of tlie essential requirements of tlie classification, covering only factors related to sucli requirements. 6.2 Promotional Examinations Promotional examinations may be conducted whenever, in tlie opii'ffon of the Humaii Resources Director after consultation witli tlie respective Department Head, tl'ie needs of tlie service are required. Promotional examinations may include any of tl'ie selection teclu'iiques identified in Section 6.1 of tliese rules, or any combination tliereof. All cuirent employees in good staiiding wlio satisfy requirements set foitli in tlie promotional examination aniiouncement may compete in sudi an examination. 9 6.3 Continuous Examinations Open competitive examinations may be adininistered periodically for a single class as tlie needs of the city require. Names sliall be placed on eligible lists in order of final score and shall remain on such lists for a period of up to one year. I 6.4 Scoring Examinations and Qualifying Scores A candidate's score in a given examination shall be based on his/lier scores in eacli competitive part of the exai'nination, weighted as shown in tlie exai'nination announcement. Failure in one part of the exainination may be grounds for declaring sucli candidate as failing in tlie entire examination or as disqualified for subsequent paits of an exainination. The Human Resources Director may, at his/her discretion, include as a part of tlie exainination tests wl'ffch are qualifying only. 6.5 Notification of Examination Results Candidates in an examination sliall be given written notice of wlietlier they were successful in the exainination process. If successful they sliall be placed on an eligible list. SECTION 7 ELIGIBLE LISTS 7.1 Eligible Lists After the completion of an examination tlie names of successful applicants sliall be placed on an eligible list from wl'ffch appointments sliall be made. 7.2 Duration of Eligible Lists Eligible lists shall remain in effect for tl'nee montlis unless exhausted sooner or abolislied by tlie Human Resources Director. Eligible lists may be extended for up to one year by action of tlie Human Resources Director. 7.3 Placement on tlie Eligible List Eligible persons sliall be placed on an eligible list by: (1) rai'ik iii order of final score after all components of the selection process, (2) by alpliabetical placement in a category (superior, good, average) as deterinined by final score, or (3) by alphabetical assigi'unent on the eligible list. Tlie Human Resources Director sliall deten'nine tlie type of eligible list after tlie testing process is completed for ead'i examination. 7.4 Certification Tlie number of eligible applicants certified for tlie employinent interviews shall be determined consistent witli tlie method of placement on tlie eligible list as set foitli below. Method of Placement Final Score Certification Rule of Tl'u-ee I 10 Category Alphabetical Rule of Rank Rule of List 7.5 0rder of Certification Tl'ie Human Resources Director sliall ceitify tlie names of persons eligible for appointment in tlie following order: a. Recall Lists b. Request for transfer or demotion c. Reinstatement Lists d. Promotional Lists e. Open Eligible Lists 7.6 RemovalofNamesfromEligibleLists Tlie name of aiiy person appearing on an eligible list shall be removed by the Human Resources Director upon receipt of a request in writing to do so, if tlie person fails to respond to a notice of certification mailed to his/her last known address, or if the person lias been certified for appointment tl'iree times and has not been appointed. Tlie person affected sliall be notified of tlie removal of l'ffs/her name by a notice to tlie last la'iown address. Tlie names of persons on promotional eligible lists who resign from city service sliall automatically be removed upon termination of employi'nent. 7. 7 Replacing an Eligible List If there are fewer tliaii three persons on an eligible list available for employinent, tlie Human Resources Director may abolisli said eligible list and notify eacli person on the eligible list. SECTION 8 AJ'POINTMENTS 8.1 Type of Appointments All vacancies sliall be filled by recall, traiisfer, demotion, reinstatement, or from an eligible list ceitified by tl'ie Human Resources Director. In tlie absence of eligible lists, provisional appointments may be made consistent witli tlie provisions of tliese rules. Appointments fall into tlie following categories: a. Regular Full-Time: Appointment on a full-time basis to an authorized position. b. Regular Pait-Time: Appointment on a pait-time basis to an authoiized position witli partial benefits. c. Temporary: Appointment on aii "as needed" basis for work wlffcli is anticipated to be of a temporary or intennittent nature, eitlier on a full-time or part-time basis. Less tlian full-time appointments are based on an liourly rate of pay and do not include benefits except as prescribed by law. No special credit or consideration for service shall be given to a temporary appointee in qualifying for a regular appointment. 11 d. Provisional: hi the absence of appropriate eligible lists, a provisional appointment may be made by tlie Appointing Autliority of a person meeting tlie minimum training and experience qualifications for tlie position. An eligible list shall be establislied witlffn six months for any regular position filled by provisional appointment. No special credit or consideration for service sliall be given to a provisional appointee in qualifying for a regular appointment. e. Exempt: All employees occupying positions as described in Section 1.20 herein. f. Limited Ten'n (CEA aiid Ui'irepresented only): Tlie City Manager may make a limited tenn appointment wlien services are required for a specified period of time or for a specific project. Limited terin appointments include but are not limited to: a. Positions that have no long raiige funding or for which funding is uncertain. b. A specific period of time not to exceed two (2) years, or for tlie life of a specific project wliere tlie funding source will exceed two (2) years but will cease at tlie end of the project. All limited terin employees are subject to tlie saine terins and conditions of employinent tliat apply to regular full-time employees, except as provided in tl'iis section. Limited tenn appointments sliall be made from current employi'nent eligibility lists. Limited tenn employees sliall expire at the end of tlie specified ten'n or conclusion of tlie specified project unless terininated earlier. Upon expiration or ten'nination of tlie Iimited ten'n appointment, the appointee shall have not further riglit to continued employi'nent witli the City. Tlie City Maiiager shall liave tlie autliority to ten'ninate a limited ten'n appointment at any time wlien funds are no longer available, or wl'ien the project workload is complete. A limited teim employee liolds employinent at will and may be released witliout cause and witliout riglit of appeal. 8.2 Position Requisitions Whenever a vacancy is to be filled, the depaitment ui whicli tlie vacancy exists sliall complete a personnel requisition forin and submit it to tlie Human Resources Director after approval by tlie City Manager. 8.3 0rder of EmpIoyi'nent Positions shall be filled by any persons on a recall list in order of seniority. Positions may be filled by a traiisfer, demotion, or reinstatement. If three or more persons are on a promotional eligible list and willing to accept tlie position, :m appointment sliall be made. If three or more persons are on aii open eligible list and willing to accept tlie position, an appointi'nent sliall be made if the position is to be filled wl'ffle the eligible list is active. 12 SECTION 9 PROBATIONARY PERIOD 9.1 0biectiveofProbationaryPeriod Tlie probationary peiiod shall be considered a part of tlie testing process for appointments to regular full time positions, and sliall be utilized for closely observing the employee's work and for secuiing tlie most effective adjustment of a new employee in tlie new position. 9.2 ExtensionofProbationatayPeriod If a probationary employee is off work, for any reason, for four consecutive weeks or more, tlie employee's probationary period will be extended for the period of his/her absence. 9.3 ReiectionduiingProbationaryPeriod During tlie probationary period, an employee may be rejected at any time by the Depaitment Head witliout cause and witliout rigl'it of appeal. Notice of rejection sliall be served in wiiting to tlie probationer, indicating tliat tlie employee lias failed to satisfactorily complete tlie probationary peiiod. SECTION 10 PERFORMANCE EVALUATIONS 10.I EvaluationofEmployeePerfon'nance It is the responsibility of Depaitment Heads and/or supervisors to prepare periodic evaluations of perfon'nance results to measure and record tlie employee's actual perfonnance. Strengtlis and weaknesses will be documented and recoruinended courses of action outlined for correction and improvement. Tlie purpose of periodic perfon'nance evaluations is to provide continuing feedback to employees conceriffng perfon'nance. Tlie perfoi-mance evaluations sliall measure, as objectively as possible, botli quaiitity and quality of work, the manner in wliich tlie service is rendered, and tlie observance of regulations and procedures properly goveiing the perfon'nance of duties. 10.2 PerfonnanceEvaluationFonns Perfonnance evaluations sliall be based upon fon'ns approved by tlie Human Resources Director. Service ratings sliall be based upon tlie independent judgi'nent of one or more supervisory persoi'uiel, including tlie ii'ni'nediate supervisor of the employee being rated. Perfoimance evaluation foims will be provided 30 days prior to tlie date sclieduled to be retut-ned to tlie Human Resources Director. Tlie completed perfon'naiice report sl'iall be presented to tlie employee for review and signature, and then forwarded to tlie Human Resources Director. 10.3 AiuiualEvaluations-MeritIncreases Perfonnance ratings sliall accompaiiy all requests for meiit increases. Employees at tlie "E" step shall l'iave tl'ieir perfoimance evaluated on tlieir annual ai'iniversary date in tlie 13 classification, or a modified date agreed upon by tlie Department Head and Human Resources Director. 10.4 ProbationaryPeriod Perfon'nance evaluations shall be completed every three months during the probationary period. 10.5 Non-timelyEvaluations-MeritIncrease If a perfon'nance evaluation is not submitted prior to a sclieduled meiit increase, tlie employee will automatically advance to tlie next l'iigher salary step. 10.6 PerfonnanceEvaluations-Disagreement Employees sliall liave the riglit to attach a statement disagreeing witli tlie perfon'nance ratings received. Tlie statement will be filed witli tlie perfon'nance evaluation. SECTION 11 ST ATUS CHANGES 11.1 Transfer No person shall be transferred to a position for wl'iicli lie/slie does not possess tlie miniiuum qualifications. Upon approval by the Human Resources Director, an employee may be transferred by tlie Department Head at any tiine from one position to anotlier in tlie same class. If tlie transfer involves a change from one deparh'nent to anotlier, botli Department Heads must approve. 11.2 Demotion Upon request of the employee, aiid witli tlie consent of tlie Department Head, demotion may be made to a vacant position. No employee sliall be demoted to a position for wliicli lie/slie does not possess tlie minimum qualifications. A Depaitinerit Head may, after revievv witli the Human Resources Director, suspend an employee from liis position at any time for a disciplinary purpose. All suspensions sliall be consistent witli tlie provisions of Memoranda of Understanding and Administrative Procedures. 11.4 Reinstatement Witli tlie approval of tlie Department Head, a regular or probationary employee wl'io lias resigned witli a record of satisfactory service may be reinstated within two years of tlie effective date of resignation to a vacaiit position in tlie same class. Upon reinstatement, fon'ner service credit witli tlie city shall be restored for tlie purpose of deten'nii'iing benefit accruals. Sick Ieave hours will not be restored and for all otlier purposes the employee sliall be considered as thougli he/slie had received an original appointment. 24 SECTION 12 ATTENDANCE AND LEAVES OF ABSENCE 12.1 HoursofWork A nori'nal workweek sliall be 40 liours of work in seven days witli two consecutive days off. Altetnative Work Schedule (AWS) may be considered, including 9/80 and 4/10, but must be approved in advaiice by tlie Department Head. The City reserves the riglit to rescind sucli approvals if the AWS results in an undue burden to tlie City. Tlie liolidays to be observed are as follows: a. New Year's Day b. Martin Lutlier King Day c. President's Day d. Memorial Day e. Independence Day f. Labor Day g. Veteran's Day li. Tlianksgiving Day i. Fiiday Following Thai'iksgiving Day j. Cl'iristmas Eve k. Clistmas Day 1. New Year's Eve Holidays falling on a Saturday will be observed on tlie preceding Fiiday and liolidays falling on a Sunday will be observed on tlie following Monday. 12.2.1 Floating Holidays In addition to the foregoing paid liolidays, eligible employees sliall eain 20 hours of lioliday leave per year tliat may be used in increments of not less tliai'i one (1) liour. Floating l'ioliday leave sliall be eained at tl'ie rate of.77 liours per pay period. Holiday leave may be accumulated up to 40 liours. Holiday leave sliall be taken at tlie discretion of tlie employee subject to piior supervisory approval. 12.2.2 ResclieduledWorkAssigtu'nents Notl'iing contained lierein sliall preclude tlie iiglit of tlie Depaitment Head witli tlie approval of tlie City Manager to reschedule work assigiunents or liours of work to meet emergency situations and other administrative necessities caused by tlie observance of a lioliday or non-work day or period; provided, liowever, tliat all sucli affected employees are duly compensated for said resclieduled work assigi'unents. 12.2.3 Unusual Work Hours Employees whose non'nal work day is at variance witli tlie non'nal work liours specified in Sectiotz 12.1 of these rules will be compensated for the additional work liours required. 15 12.2.4 HolidayPay hi order for an employee to receive his/her regular pay for a lioliday or designated non- work day, work must be perforined on tlie regular sclieduled day before and tlie regular scheduled day after the holiday or designated non-work day. Employees on vacation, injury leave, sick leave, or approved sliort terin leave of absence, with pay, shall be considered as working tlieir regular scliedule for pay purposes. 12.3 VacationAccrual All employees, other tlian tliose liolding temporary status, wliose work assigninent is of a recurring nature of not less than a non'nal work week shall accrue vacation credits. Accrued vacation may be taken witli the prior approval of tlie supervisor. Vacation leave must be taken in no less tlian one (1) liour increments. Vacation hours shall be accrued in accordance to tlie following table: YgmsopSmmcg HoumAccpu,<r PmPxyPpmon D.zysppn Ypm 0-3 3.08 10 4-9 4.62 15 10-14 5.24 17 15-19 6.16 20 20+6.77 22 All employee may accrue vacation l'iours up to two times tlie aiu'iual liours being earned. 011 teri'nination of employinent an employee shall be compensated for all eanied but unused vacation accrued at the time of terinination. Unused vacation may not be used to extend tlie final employi'nent date. Tlie accrual of vacation credits for tliose employees wliose nonnal work week is of not less than one-lialf (1/2) time sliall be prorated according to tlie time of tlie recurring work assigi'u'nent as to tlie non'nal work week. 12.3.1 Vacation Sellback Employees may convert, up to two times per calendar year, unused vacation time for payinent subject to tlie following conditions: a) Tlie employee must liave a minimum of 120 liours of accrued vacation iiui'nediately prior to a conversion. b) Any payi'nents made for accrued vacation liours will be subject to taxes as detennined by law. c) Minimum exchange will be one day. Maximum excliange will be ten days. All exclianges are irrevocable. 16 d) A maximum of 80 liours of accrued vacation may be converted for pay duiii'ig a calendar year. 12.4 Sick Leave All full time employees liired before October 17, 2012, (other tlian tliose liolding temporary status), sliall eani eigl'it (8) liours per montli sick leave time witliout limit on accumulation. All full time employees lffred on or after October 17, 2012, shall eani eiglit (8) liours per months of sick time but may accrue no more tlian 240 liours of sick leave time. Tliose regular employees working less tlian :full time (aiid at least 20 liours per week) shall eani a prorated amount of sick leave based on tlieir regular liours worked in relation to 40 hours. Employees absent witliout pay for any reason for more tlian foity (40) liours during a pay period sliall not earn sick leave benefits for tliat montli. Sick leave may be utilized due to the employee's personal illness, injury, pregnancy disability, or siclaiess or injury in tlie employee's iininediate fainily as defined below. Tlie employee's iirunediate family consists of tlie following: Clffldren, step-cliildren, spouse/domestic partner, parents, motlier-in-law, fatlier-in-law, siblings, grandparents and grandchildren. Employees sliall, whenever possible, make appointments for medical, dental, and similar purposes during non-work liours. If tl'iis is not possible, sick leave may be used for these purposes. Witli proper notice and approval of tlie supervisor, sick leave shall be taken in periods of no less than one-half hour increments. Accrued sick leave hours are not vested under Califoniia statutory law. 12.4.1 Sick Leave Conversion Represented employees will liave tlie option, subject to approval, of conveiting sick leave to vacation leave on a two-to-one basis only if the employee's remaining sick leave balance is 40 liours or more. Tlie maximum allowable excliange will be 96 hours of sick time for 48 l'iours of vacation leave per calendar year. Minimum excliange will be 8 liours sick leave for 4 liours of vacation. An employee liired on or after October 17, 2012, may borrow up to 80 liours of sick leave, subject to Department Head approval. Tlie employee will be required to repay tliis advance eitlier in sick leave liours or dollars, at tlie employee's option, upon returning to work as defined in tlie sick leave advance policy. If tlie employee separates employi'nent piior to repayi'nent of tlie full balance due, tlie amount will be deducted from their final payclieck. All employee may conveit sick leave in excess of 320 liours to vacation leave on a one-to- one basis with a maximum of 48 liours and a minimum of 4 hours and may convert up to an additional 32 liours on tlie basis of one liour of sick leave to O.7 liour of vacation leave. 17 Tlie conversion of sick leave in excess of 320 liours to vacation leave as described lierein is limited to no more than a total of 80 hours per calendar year. 12.4.2 Conditions - Sick Leave Hours Conversion to Vacation a) All requests to exchange sick leave for vacation time sliall be submitted in wiiting to tlie Department Head at least sixty (60), fourteen (14) or tl'ffrty (30) calendar days piior to intended utilization for OE3, CEA and ui'irepresented /City Attomey respectively. b) At least one-lialf of the vacation accrued during tlie previous twelve montlis must liave been taken. 12.4.3 Conditions - Vacation Hours Conversion to Sick Leave a. If twelve (12) months have elapsed since approval of tlie exchange of sick leave for vacation, and tlie employee lias not been pen'nitted to use the conveited vacation time, (after submitting at Ieast one wiitten request for utilization) tl'ie employee will liave the right to re-convert tlie vacation time to sick leave in reverse ratio to tlie original excliange. Tl'iis excliange will be allowed for previously conveited sick time to vacation and will not be pennitted for regularly accrued vacation time. b. If aii employee, after conveiting sick leave to vacation time, exliausts all of l'ffs/her remaining sick leave due to injury or illness, he/slie may make a written request to tlie Department Head to re-convert vacation time to sick leave on a reverse ratio" basis. Approval will be subject to an assessment by tlie Department Head. 12.4.4 Personal Leave Employees represented by tlie Operating Engineers Ui'iion Local No. 3 (Public Works Unit) - tlie city shall allow accumulated sick leave to be used for cosiducting personal business tliat cannot be conducted outside regular working l'iours. Personal leave is not a benefit to other employees. 12.4.5 Sick Leave Verification A Department Head or supervisor may require employees to fuiisli reasonable acceptable evidence, including a doctor's certificate, to substaiitiate a request for sick leave if tlie sick leave exceeds three (3) consecutive workdays. A supervisor may also require a doctor's ceitificate or other fori'n of verification wliere leave abuse is suspected. If it appears that an employee is abusing sick leave or is using sick leave excessively, tlie employee will be counseled tliat tlie continued use of sick leave may result in a ' "Reverse ratio" is intended to mean that the ration of sick leave to vacation will revert to the original mtion at the time the initial exchange was implemented. 18 requirement to fuii'iish a medical certificate for eacli sucl'i subsequent absence for sick leave regardless of duration. Continued abuse of leave or excessive use of sick leave may constitute grounds for discipline up to and including dismissal. 12.5 Incentive Compensation 12.5.1 HourlyValue For all employees, at tlie time of ten'nination, tlie value of non-vested hours is converted to an incentive compensation bai'ik equal to tl'ie employee's final base liourly rate multiplied by tlie total number of non-vested liours. 12.5.2 Retirement If upon retirement an employee lias a minimum of 320 non-vested liours, payinent sliall be made for up to eight-five percent (85%) of tlie value of tlie incentive compensation bank. 12.5.3 Resignation If upon resignation an employee lias a minimum of 320 non-vested liours, payinent shall be made for up to seventy percent (70%) of tlie value of tlie incentive compensation bank. 12.6 Bereavement Leave Employees shall be granted paid bereavement leave of up to 24 hours upon the occasion of death of a close relative. Close relatives are defined as motlier, fatlier, sister, brotlier, wife, liusband, domestic partner, cl'iild, stepcliild, grandparent, grandchildren, mother-in- law and fatlier-in-law. Additional bereavement leave of up to 16 hours will be granted for travel out of state or over 200 miles. 12. 7 Absence Notification An en'iployee is not expected to be absent from work for any reason other tlian personal illness witliout making piior arrangements witli l'ffs/lier supervisor. Unless piior arrangements are made, an employee, wlio for any reason fails to report for work must ii'i'unediately notify l'ffs/her supervisor of tlie reason for being absent. If tlie absence, wlietlierforpersonal illness or otlierwise, is to continue beyond tlie first day, tlie employee must notify tlie supervisor on a daily basis unless otlierwise arraiiged. Absences exceeding three (3) days require a pliysician's certification of illness and release to rettuqi to work. The certification and release must be provided at tlie time of return to work. A continuing illness requires a pliysician's certification of illness during eacli pay petiod. Any unauthorized absence of an employee from duty sliall be deemed to be an absence witliout pay aiid will be grounds for disciplinary action up to and including dismissal by the Department Head. In tlie absence of sucli disciplinary action, any employee who is absent for tl'iree days or more witliout autliorized leave sliall be deemed to liave resigned. Sucli absence may be covered, liowever, by tlie Depaitment Head by approving leave with or witliout pay wlien extenuating circumstances are found to have existed. 19 12.8 MilitaryLeave Military leave sliall be granted in accordance witl'i tlie provisions of Califori'ffa statutory law. All employees entitled to military leave sliall give tlieir supervisor an opportunity, witl'ffn tlie Iimits of tlie military requirement, to deten'nine wlien sucli leave shall be taken. Employees called for jury duty sliall be paid for regulu work time upon receipt by tlie Human Resources Director of confiri'nation tliat tlie employee repoited to jury duty by the Jury Corui'nissioner. 12.10 TemporaryDisabilityBenefits Aiiy employee sustaining an injury arising out of, or in the course of, tlie perforinance of l'ffs job aiid wlio cannot perforin tlie duties and responsibilities non'nally assigned to tliat job is entitled to receive temporary disabiIity payi'nents as prescribed by Califon'ffa statutory law. Any employee entitled to receive temporary disability payinents may elect to supplement sucli payi'nents witli an amount not to exceed tliat wlffch is tlie employee's weekly earning or weekly eari'iing capacity by use of accrued sick leave liours. 12.11 PregnancyDisabilityLeave An employee disabled by pregnancy is eligible for up to four months of unpaid pregnancy disability leave (PDL) as defined by law. Tliis leave is to be used when the employee is disabled due to pregnancy or child birth or related medical condition, includiiig, but not limited to, mon'iing siclaiess, pregnancy complications and prenatal appointments. Accrued sick leave may be used during tlie leave, and tlie employee lias tlie option to use accrued vacation, floating holidays and/or compeiisatory time in order to receive pay during tlie leave. If tlie employee is also eligible for leave under tlie Federal Family Medical Leave Act (FMLA), tlie leave tlie employee takes for pregnancy disability will be run coiicurrently witli tlie employee's entitlement to up to 12 weeks of FMLA leave. Employees otherwise eligible for liealtli insurance benefits (medical, dental and vision) will continue to receive such benefits during tlie peiiod of tlie PDL leave up to four montlis as defined by law per 12 month period. After PDL and FMLA leave, if applicable, expires and if tlie employee is on unpaid status or tlie employee l'ias less tlian 20 liours per week on tlieir timesl'ieet, tlie employee may elect to continue and etairoll in COBRA benefits at employee's expense. Tlie employee will be accruiiig sick leave, floating lioliday and vacation leave during tlie period of time, if any, tlie employee is in paid status. Any time tlie employee's liours adjust to less tlian 40 liours per week, liowever of paid status, tlie employee's accrual rates (sick leave, vacation leave, floating lioliday) will be prorated and be adjusted accordingly. Sick leave, floating holiday and vacation leave do not continue to accrue during any period tlie employee is on unpaid status. 20 Under the Califon'ffa Fainily Riglits Act (CFRA) eligible employees are entitled up to 12 additional weeks of leave to bond with tlie baby. To be eligible for the CFRA bonding leave, employee must have been employed by tlie City for at least one year and have worked at least 1250 l'iours during the year preceding the leave. This leave is unpaid, but tlie employee may use floating holiday, compensatory time and vacation leave in order to receive pay during tlie leave. Tlie employee may use sick leave for a baby's illness or doctor's appointment wlien applicable to receive pay during the leave. Bonding leave must be used witliin one year of tlie birtli of tlie baby. See Part II, section 5 of the City liandbook concerning CFRA leave. An employee wlio plaiis to take PDL must give a reasonable notice (not less than 4 weeks if anticipated, or as soon as possible if tlie leave is unforeseen) before tlie date slie expects to take tlie leave. As witli all otlier employees returning from medical leave, employees returning from a PDL leave of at least 3 days are required to provide a doctor's note cleaiing tliem to retuni to work. If aii employee requires reasonable accoini'nodations as a result of pregnancy, she sliould consult witli Human Resources. Employees disabled by pregnancy and employees on leave to bond with a baby may be eligible for benefits under State Disability Insurance. Additional infon'nation is available at www.edd.ca.gov/Disability Insurance and from Human Resources. 12.12 AdoptionLeave Upon request, a leave of absence without pay for up to four (4) work weeks will be granted to adoptive parents. Sudi leave must be used witliin one year of tlie adoption. Tlie City will pay liealth aiid welfare benefits for tlie duration of tlie leave at tlie same rate as prior to the leave. If the employee is eligible for FMLA/CFRA (employed by the City for at least one year aiid worked at least 1250 liours during the year preceding the leave), s/he may be eligible for up to 12 work weeks total (tlie above four work weeks plus ai'i additional 8 work weeks) for bonding witli tlie adopted cl'iild duiing tlie year after adoption. Tlie employee may be eligible for liealth benefits during tlie 12 work week peiiod at tlie same rate as piior to tlie leave. See Part II, Section 5 for furtlier details concen'iing FMLA/CFRA leave. During adoption leave, accrued vacation leave may be used by tlie employee at l'ffs or lier option in order to receive pay for tlie leave. Sick leave may only be used during tlie leave in the event of illness or medical appointments of the adopted cliild during the leave. 21 12.13 Catastropliic Leave a. The city will fon'n a coiui'nittee to establish a definition of catastropl'uc or life- threatening illness. This coini'nittee will evaluate each individual case wlien it is submitted to qualify to receive financial assistance. Tlie only limitation is tliat tlie employee must be tlie one facing the illness. Tlie coini'nittee lias tlie riglit to ask the applicant to sub'init furtlier documentation from tlieir treating pliysiciaii to detennine tlie applicant's eligibility for catastroplffc leave hours. b. All bei'iefited employees wlio liave passed initial probation witli tlie city will be eligible to receive assistai'ice. An employee does not have to be a contiibutor to be eligible. Aii employee or their representative must complete a prescribed application foim togetlier witli suppoiting medical documentation and submit it to tlie Human Resources Director wlien applying for funds. c. A recipient must liave used all of their available leave liours before he/slie is eligible. d. The maximum amount is two montlis (LTD becomes available at this tiine). e. Vacation leave and compensatoiy time off are tlie oi'ily leave of absence liours tliat may be donated. An employee may not donate vacation leave liours which would reduce his/her total accrued leave balances to less tlian 120 hours. Leave credits may be donated in any pay period. All leave donations are irrevocable. Upon retirement or resignation, an employee can contribute up to 10 liours of sick leave provided that tlie employee lias a mii'iiinum of 320 liours of sick leave, whicli lias previously become vested. f. A Ieave of absence transfer drive will be held wlienever necessary to provide for a minimum catastroplffc leave balance which is tlie equivalent of 40 hours of tlie average liourly rate of full-time regular employi'nent. Transfers may be in increments of one hour or more. All donations will be confidential. There will be no selling or coercion of employees to donate. If tlie bank is depleted, a transfer drive may be lield at the request of tlie coini'nittee g. Donated leave hours will be converted to casli and deposited in a time-bank where it will be available for distribution. Cliecks will be issued to tlie recipient witli tlie regular payroll wl'ffcli will keep tlie individual in an active employi'nent mode witli tlie city. Tl'iis procedure prevents overpayinents or corrections since it comes after the actual leave lias been taken. No employee shall receive payi'nent for 'inore than 100% of their regular pay. 12.14 Attendance Employees shall be expected to perfoim tlieir given work assigiunents until tlie end of tliat work period. An employee who is not able to do so sliall notify l'iis/l'ier supervisor of 22 that fact at the earliest possible time after tliat fact is known to lffin/lier. Abuse of attendance requirements may be grounds for appropriate disciplinary action. j2J4.jAttendance Records Attendance records sliall be maintained for eacli employee and sliall fonn tl'ie basis for payroll and accounting requirements. SECTION 13 0VERTIME 13.1 0vertime Pay overtiine pay sliall be made wben an employee is authorized to work in excess of forty liours during tlie norinal work week. 13.2 Non-Exempt Overtime All approved work perforined by employees in excess of 40 liours in a seven day work week, shall be paid at the overtime rate of one and one-half (1 H ) times the nonnal liourly rate. 13.3 Exempt Employees Management and unrepresented professional employees designated exempt under tlie Fair Labor Standards Act are ineligible for oveitime payment. However, no deduction from leave balances are made wlien such employee is absent from work less tlian a regular working day. 13,4 Stand-by-Pay Employees wlio are required to make tliemselves available to be called back to work outside tlie normal work period shall be compensated for such staiid-by assigninent at tlie rate set fortli in memoranda of understanding for eacli week so assigned. SECTION 14 TERMINATIONS AND RE-EMPLOYMENT 14.1 Resignations Resignations are deemed accepted and irrevocable once presented in wiiting to an employee's supervisor or Depaitment Head. Layoffs may be made by the Appointing Autliority for lack of funds, lack of work or otlier similar and just cause. Tlie order of layoff sliall be tliat wl'iich, in tlie opinion of tlie Appointing Authoiity, will cause tlie least disruption of service to tlie city and sliall be in compliance witli applicable law and MOU provisions. The city will provide a minimum of tliirty (30) days notice to any employee subject to being laid off unless prevented from doing so by conditions beyond the city's control. 14.3 Reemployinent 23 The names of employees affected by layoff shall be placed on a recall list for a period of two years in tlie reverse order of layoff and shall have tlie first opportui'iity for reemployinent. Failure to respond witl'iin ten days to a written notice of such opportunity shall cause that nai'ne to be removed from the recall list. 14.4 Reinstatement With tlie approval of the Appointing Authority, a regular or probationary employee who lias resigned with a good work record or aii employee recalled from a list resulting from a layoff may be reinstated witl'iin twenty-four 'inontlis of the effective date of resignation to a vacaiit position in the same or comparable class he/slie previously occupied. Upon reinstatement the employee, for all purposes, shall be considered as tliougl'i tliey liad received an original appointment. SECTION 15 DISCIPLINE It sliall be tlie policy of tlie City of Cupertiiio to establisli consistency in procedures relating to employee discipline. 15.2 Procedure Tlie Human Resources Director shall be contacted whenever a supervisor lias reason to believe tliat an employee has violated a rule of conduct or other policy, procedure, practice, or regulation, whetlier formal or inforinal, resulting in a cause for disciplinary action. The detennination of corrective action, if any, will be made after an investigation with department management of the alleged violation. i'l - If a detennination is made tliat corrective action is necessary, tlie Human Resources Director will prepare the necessaiy correspondence and review witli the Department Head. The City Manager sliall be advised of any discipliiiary action. A pre-disciplinary meeting (Skelly) will generally precede a proposed disciplinary action involviiig a loss or reduction of pay. 15.3 FonnsofDisciplinaryAction Tlie following fonns of disciplinary action are listed in order of tlie least severe (verbal reprimaiid) to the most severe (discliarge). a. Verbal Repiimand - is considered inforinal discipline witli tlie purpose of notifying the employee tliat l'ffs/her perfori'nance or behavior must be improved. Tl'iis verbal waxing defines tlie area in wliicli improvement is required, sets up goals and/or objectives leading to tl'ns improvement and infon'ns tlie employee that failure to improve will result in more serious disciplinary action. Tlie verbal reprimand is the first official step of disciplinary action. It is designed to address minor infractions of rules and practices. It is, in effect, a statement to tlie employee that lie/she lias (1) violated a rule or work practice tliat lie/she should have 24 been aware of, and (2) tliat lie/sl'ie will be expected to abide by all sucli i'ules or practices in tlie future. b. Written Reprimaiid - is an official record of discipline, usually issued after a previous verbal reprimand. Tlie employee is advised tliat l'ffs/her beliavior is seriously below staiidard and tliat continuation or repetition of tliat behavior sliall result in more serious disciplinary action. The written reprimand sliall cite violations of tlie city's rules of conduct or causes for disciplinary action. Tlie written reprimand is considered tlie first fori'nal step in tlie disciplinary procedure. c. Suspension - is an ordered absence from duty without pay for a presciibed peiiod of time. An employee may be suspended witliout pay for up to thirty (30) calendar days. A suspension without pay is a seiious action by management involving loss of pay and possibly supplemental benefits (depending on length of suspension). An employee generally receives less severe discipline prior to a suspension. d. Reduction in Pay - is a temporary reduction in salary to a lower salary step for a specified period of time. The employee does not liave stoppage of income and may be able to liave the reduction lifted by good perfon'nance. Tlie deparhnent does not lose tlie services of tliis employee. As witli suspension, aii individual sliould liave been warned or reprimanded prior to taking tliis action. e. Demotion - is a permanent change in classification of an employee to a position of lower responsibility and pay for unsatisfactory perfori'nance or disciplinary reasons. If a demotion is recoini'nended: 1) Tlie letter of demotion should be specific as to the reason(s) for tlie action; 2) The employee's new duties must be consistent witli tliose described in tlie class specification for tlie position. f. Discliarge - is tlie most severe fon'n of disciplinary action. Removal from employinent may be caused by a seiious violation of the "causes for disciplinary action," or due to violation of work rules and practices. Tl'ffs action should oi'ily be taken wlien management is tlioroughly satisfied tliat tlie employee lias been given every reasonable opportut'iity to meet perforinance or beliavior standards and clearly failed to do so. 15.4 CausesforDisciplinai'yAction Any of the following may be deemed sufficient cause for disciplinary action. Tlie listing lierein is not intended to be limiting. a. Unautliorized possession of city property or an employee's personal property b. Willful abuse, damage, or defacing city property. c. Misuse of city materials, equipment, or propeity. 25 d. Neglect of duty. e. Insubordination, f. Violation or disregard of publislied safety rules or coini'non safety practices g. Sleeping on tlie job. li. Refusal or failure to perfo'im work as assigiied. i. Refusal or failure to follow a direct order of a supervisor. j. Loitering or willfully wasting time duig working liours. k. Gross negligence that negatively affects tlie quality of service or finished product. 1. Fighting on city property or during working liours. m. Gambling on city property. n. Possession of alcoholic beverages, illegal/unautliorized drugs, or being under tlie influence of intoxicating beverages/dnigs on city property or during working liours. o. Illegal conduct. p. Unauthoiized selling on city property or during working hours. q. Unautliorized possession of weapons. r. Falsifying pay or production records. s. Excessive absenteeisin/tardiness. t. Absence witliout approved leave. u. Offensive treatment of tlie public or otlier employees. v. Fraud in securing employinent. w. Dislionesty. x. Incompetence - As used herein, tlie teiin "incompetence" sliall mean tliat tlie employee lacks adequate ability, knowledge, skill or fitness to perfonn the duties in a satisfactory maniier, whicli is witliin tlie scope of the employee's employinent. y. Job abandoiunent. 15.5 Pre-disciplinaryProceedings The Califon'na Supreme Couit's ' decision provides a public employee witli certain procedural protections before discipline wliich impacts pay or benefits may be imposed. Disciplinary action may be taken prior to ' under extraordinary or emergency circuinstances. Tlie following procedure satisfies the requirements of : a. The employee receives notice of maximum disciplinary action tliat may be imposed. b. Tlie notice states tlie reasons for tlie proposed disciplinary action. c. The notice contains the charges upon wliich the proposed disciplinary action is based. d. Tlie employee is allowed access to tlie 'i'naterials upon wl'iicli the proposed disciplinary action is based. e. Tlie employee is afforded the right, eitlier orally or in writing, or botli, to respond to tlie proposed cliarges. 26 15.6 NoticeRequirements The notice requirements of are as follows: a. The S notice should be in writing. b. Tlie letter sliould set a date, time, aiid place for the employee and/or l'ffs/lier representative to respond to tlie charges if lie/she elects to do so. Tlie Skelly meeting should be at least ten (10) working days following tlie letter to provide tlie employee an opportunity to respond. The letter sliould also contain a request tliat tl'ie employee give notice if lie/she elects to waive tlie iiglit to respond orally. c. Tlie letter sliould contain the maximum penalty wliich may be imposed. d. The reasons for tlie proposed disciplinary action must be set out in detail. The part of tlie ' letter setting out tlie misconduct with wliich tlie employee is cliarged must be factual so tliat any person reading tlie letter will be able to detennine tlie exact misconduct cliarged. e. Tlie factual allegations of misconduct must specifically cite violations of tlie city's "causes for disciplinary action" as described in Section 15.4 lierein. f. Tlie letter must advise tlie employee of his/her rigl'it to respond to the cliarges, eitlier orally in writing, and that the employee has a riglit to have any documents upon wliicli the charges are brouglit. g. Tlie letter must advise tlie employee of l'iis/her tight to representation if lie/she elects to do so. li. Tlie letter sliould advise tlie employee that discipliiie may be imposed wlietlier or not lie/she responds to tlie cliarges. i. Copies of tlie ' letter sliould be sent to: (1) Tlie City Manager (2) Tlie Human Resources Director (3) Tlie employee's supervisor/Depaitment Head (4) Tlie employee's union representative, if any 15.7 SkellyMeeting Tlie meeting sliould be conducted as follows: a. Tlie authority wlio may impose the discipline should cliair tlie meeting. Tlie person cliairing tlie meeting should not liave been involved in tlie initial decision to discipline. 27 b. The meeting chairperson should establisli that tlie employee lias received tlie notice and understands the cliarges set fortli tlierein. c. The cliairperson sliould make available any documents wliicli were considered in deten'nii'iing the proposed cliarges and disciplinary action. d. Tlie employee or his/her representative sliould be given the opportunity to respond to the proposed cliarges. e. Tlie employee or liis/her representative should be given tlie opportui'iity to make fii'ial cominents regarding tlie proposed action. f. Tlie cliairperson should close the meeting by indicating tliat lie/she will consider all statements and/or documents which may liave been presented prior to deten'nining the final action. The person conducting tlie meeting will subsequently deterinine wlietlier tl'ie charges liave been establislied and the severity of tlie disciplinary action. 15.8 Action Letter Tlie person conducting tlie meetiiig should promptly prepare a letter containing all of the following: a. Factual findings. This part of tlie letter may, for charges wl'ffch liave been establislied, repeat tlie charges as set out in the S notice letter. If a cliarge has not been established or if facts in mitigation of a cliarge's seriousness liave been disclosed tlie letter sliould so state. b. Tliespecificprovision(s)of,S'edotzj5.4oftheseruleswliichwereviolated. c. Tlie discipline imposed may not exceed tlie maximum stated in the Sj letter. d. A statement tliat tl'ie employee may appeal the action consistent witli tlie provisions of respective memoranda of understandiiig or otlier city rule, regulation, or policy. 15.9 FLSA Exempt Employees Subsection 541.118(a)(5) of tlie Fair Labor Standards Act (FLSA) provides tliat pay deductions for disciplinary reasons may only be imposed if such penalties are imposed in good faitli for infraction of safety rules of 'i'najor sigi'iificance. Tliis provision lias been interpreted by tlie tr.s. Department of Labor (DOL) because tlie salary test lias a general rule tliat an employee need not be paid in any workweek during which no work is perforined. 28 The forin of discipline to be imposed for a violation of Section 15.4 of tliese rules will be detennined based upon tlie circumstances of tlie particular case and will be implemented in a manner consistent witli and authorized by state and federal law, including applicable provisions of the FLSA. Altliougli suspensions of less tlian five working days are not pert'nitted for otlier tlian safety rule infractions of major sigi'iificance, consideration may be given to "equivalent discipline" including reductions in tlie number of accumulated vacation or lioliday leave liours. SECTION 16 APPEALS AND HEARINGS 16.1 Forin ofAppeal All appeals to the Appointing Autliority shall be in writing and sliall be signed by tlie employee. 16.2 FilingofAppeal The filing of an appeal to tlie Appointing Autliority shall be accomplislied by tlie submission of tlie sigiied written document to tlie Human Resources Director who sliall be responsible for tlie issuance of proper notifications. 16.3 Representation Ail employee subinitting an appeal to tlie Appointing Autliority may be represented by a person of liis/her choosing or may elect to represent hiin/lierself; provided, liowever, tliat wlien an employee is to be represented by anotlier person tl'ie name of tliat person sliall be made la'iown to tlie Appointing Authority at least three days prior to tlie sclieduled lieing or meeting. Substitution of representation may only be as pen'nitted by the Appointing Autlioiity. 16.4 WhoMayAppeal Any employee subject to tlie merit and fitness provisions of Section 2.52.040 of tlie Municipal Code may file an appeal witli tlie Appointing Autl'iority as tlie final step of tlie appeal procedure, for suspensions exceeding tliirty (30) days ixi any twelve (12) montli peiiod, or after notice of dismissal. Appeals from dismissal may be filed only by employees currently liolding regular status at tlie time of dismissal. 16.5 HeaiingsonAppeals If deemed necessary, liearings may be lield on appeals by the Appointing Autliority. Tlie conduct of sucli l'iearings sliall be as detennined necessary by tlie Appointing Autlioiity to best evaluate eacli appeal on its merits. SECTION 17 GRIEVANCE PROCEDURE 17.1 Defii'iition A giievance is a good faitli dispute or difference of opinion of an employee involving tlie meai'iing, inteiliretation, or application of tlie express provisions of a Memorandum of 29 Understaiiding, City Policy, or existing work rules, affecting the employee, conceining a matter witl'ffn tlie scope of representation. An employee (grievant) who has a grievance sliall biing it to the attention of his/her iininediate supervisor within five (5) working days of tlie occurrence of tlie act which is tlie basis for tlie dispute. If tlie grievant and ii'mnediate supervisor are unable to resolve tl'ie matter witl'iixi five (5) working days of tlie date it is raised, the grievant lias the riglit to submit a fon'nal grievance to l'iis/her next higher supervisor. If the gtievance is not settled at Step 1, tlie grievaiit may submit a written grievance to tlie next l'iiglier supervisor witl'iin five (5) working days after tlie supervisor's oral answer in Step 1. Tlie written grievance sliall contain tlie following infonnation: a. Tlie name, job classification, and depaitment of the grievant. b. Tlie name of tlie grievant's iininediate supervisor. c. A statement of tlie nature of tlie giievance including date and place of occurrence. d. Tlie specific provision, policy, or procedure alleged to have been violated. e. Tlie remedy souglit by tlie grievant. f. If the giievant is not self-represented, tlie name of the individual or recognized employee organization designated to represent tlie grievant. g. Signature of grievant and date. Tlie supervisor or designee sl'iall discuss tlie grievaiice witliin five (5) working days with tlie grievant and/or designated representative at a time mutually agreeable to tlie paities. If a settlement is not reaclied, a wiitten answer to tlie grievance sliall be provided witl'ffn five (5) working days of tlie meeting. 17.4 ' If tlie giievance is not settled at Step 2, tlie grievant may submit the grievance in wiiting to tlie giievant's Department Head, or, alternatively, if tlie Depaitment Head responded at Step 2, to tlie City Maiiager witl'iin five (5) working days of the Step 2 written answer. Tlie Depaitment Head/City Manager sliall discuss tlie grievance within five (5) working days witli tlie grievant and/or designated representative at a time mutually agreeabIe to tlie parties. If a settlement is not reaclied, a written answer sliall be provided witl'iin five (5) working days of tlie meeting. If tlie giievance is not settled at Step 3, the grievant may submit tlie grievance to advisory arbitration witl'iin 14 calendar days after receipt of tlie decision at Step 3. 17.6 AdvisoryArbitration a. Tlie parties sliall attempt to agree upon an advisory arbitrator witl'iin five (5) working days after receipt of the notice of referral. In tlie event that tlie parties are unable to agree upon an advisory arbitrator witl'iin said five (5) 30 day period, tlie parties sliall jointly request tlie State Mediation and Conciliation Service to submit a paiiel of five (5) advisory arbitrators. Each party retains tlie riglit to reject one paiiel in its entirety and request that a new panel be submitted. Botli tlie grievant/designated representative and tlie city sliall liave the right to strike two (2) names from tlie panel. Tlie parties shall alteniatively strike names until one remains. Tlie person remaii'iing shall be tlie advisory arbitrator. b. Tlie advisory arbitrator sliall be notified of lns/her selection and sliall be requested to set a time aiid place for tlie lieaiing, subject to tl'ie availability of tlie giievant/designated representative and the city representative. c. Tlie city or tlie grievaiit/designated representative lias tlie right to request tlie arbitrator to require the presence of witnesses or documents. The city and tlie grievaiit retain tlie right to employ legal counsel. d. Tlie advisory arbitrator sliall submit liis/her recoi'ni'nendation in wiiting witliin thirty (30) days following the close of tlie liearing or tlie submission of biiefs by tlie paities whicliever is later. e. More than Olle giievance may be submitted to tlie same advisory arbitrator if botli parties mutually agree in writing. f. The fees and expenses of tlie advisoiy arbitrator and tlie cost of a written transcript shall be divided equally between the city and the grievant, provided, liowever, tliat eacli party sliall be responsible for compensating its own representatives and witnesses. 1 7.7 Limitations on Authoiity of Advisory Arbitrator Tlie advisory arbitrator sliall have no right to amend, modify, ignore, add to, or subtract from the provisions of tlie Memorandum of Understanding, city policies, or work rules. The advisory arbitrator sliall consider and decide only tlie question of fact as to wlietlier tliere lias been a violation, misinterpretation, or misapplication of tlie specific provisions of the applicable document. Tlie advisoiy arbitrator sliall be empowered to deteri'nine the issue raised by the giievance as submitted in writing at tlie second step. Tlie advisory arbitrator sliall liave no autlioiity to make a recoininendation on any issue not so submitted or raised. Tl'ie advisory arbitrator sliall be witliout power to make recominendations contrary to or inconsistent witli, in any way, applicable laws or rules and regulations of admii'iistrative bodies tliat liave tlie force and effect of tlie law. Tlie advisory arbitrator sliall i'iot in any way limit or interfere witli tlie powers, duties and responsibilities of tlie city under law and applicable couit decisions. Tlie recomtnendation sliall be advisory only to tlie Appointing Authority. Tlie Appointing Autliority will make tlie final decision. 31 P,inrll Ovum czrmnpPorrcrrzs 32 SECTION 1 EQUAL OPPORTUNITY IN EMPLOYMENT In accordance witli aiid in support of equal employi'nent oppoitui'iity as specified under Title VII of tlie Civil Riglits Act of 1964, as amended, it is the policy of tlie City Council of the City of Cupertino to provide all applicants for employi'nent and all employees witli equal opportunity in employinent without regard to race, religion, color, sex (including gender, gender identity, gender expression, and pregnancy), sexual orientation (including lieterosexuality, homosexuality, and bisexuality), national origin, aiicestry, citizensl'iip status, genetic infon'nation and genetic characteiistics, and pliysical or mental disability or any other protected classification under tlie law except tliat tlie City may inquire wlietlier tlie applicant can perfoii'n. Tlie City Council of tlie City of Cupertino hereby resolves as follows: That it is tlie responsibility of the City Manager to ensure tliat this equal employinent opportutffty policy is coininunicated to all present employees, prospective employees, recruitment sources, and tlie coini'nunity. That every employee of tlie City of Cupertino is liereby directed to lend l'ffs and lier support aiid cooperation in making equal employinent opportunity an integral part of tlie city's program of personnel administration. SECTION 2 ALCOHOL AND DRUG ABUSE Tlie purpose of tl'iis policy is to comply witli the Drug Free Work Place Act of 1988 as passed by Congress. HR5210 requires tliat all Federal grant recipients, including cities, established an anti-drug policy for tlie work place. HR5210 require tlie city to: a. Establisli a diug free awareness program for employees. b, Provide a notice to all employees specifying that drugs are illegal in tlie work place and tliat action will be taken for violations. c, Make employinent conditional upon compliaiice witli tlffs policy and require tlie employee to notify tlie employer witl'iin five working days of a conviction due to a drug related offense occurring in tlie workplace. d. Notify tl'ie applicable granting federal agency witl'iin ten days of an employee's conviction due to a drug related offense occurring in tlie work place. e. Sanction employees for violation aiid/or require participation in a treah'nent program. 33 f. Make a good faitli effort to maintain a drug free work place by following the above requirements. In addition to tlie fact that such requirements are establislied by law, a drug free policy is appropiiate in tliat it lielps ensure that employees are able to perform tlieir duties safely aiid efficiently. Wl'nle the City of Cupertino lias no intention of intruding into tlie private lives of its employees, it does believe that involvement with drugs and alcoliol can take its toll on job perfonnaiice and employee safety. A key element of tl'ffs policy is reliabilitation. Employees who believe they liave a problem are urged to contact tlie Human Resources Division for referral to comi'nunity resources and/or tlie Employee Assistance Prograi'n. Tlie key focus of tliis policy is prevention tl'irough educating employees on the dangers of alcoliol and drug abuse, and reliabilitation for tliose wlio liave such problems. Any disciplinary actions will be evaluated on a case-by-case basis and sliall be used as a last resoit after reliabilitation effoits liave failed. It is tlie City of Cupertino's policy tliat employees sliall not drii'ik alcoliol or use drugs in tlie course of city business, wlncli sliall include luncli time if the employee plans to retuni to work. Nor sliall tliey possess alcoliol or drugs wlffle on city property, or at work locations, or in unifon'n, nor sl'iall employees sell or provide drugs or alcoliol to any employee or to any person while such employee is on duty. Nor sliall any employee have their ability to work impaired as a result of the use of alcoliol or drugs when reporting for work. While use of medically prescribed drugs is not a violation of tl'iis policy, failure by tlie employee to notify his or her supervisor before beginning work wlien taking drugs wl'ffcli foresee ably interferes witli the effective perfon'nance of duties or operation of city equipment, can result in discipline up to and includiiig tennination. In tlie event there is a question regarding an employee's ability to safely and effectively perforin assigned duties wl'iile -using such medication, clearance from a qualified pliysician may be required. Refusal to submit imiuediately to an alcoliol and/or drug analysis wlien requested by city management or law enforcement personnel, as a result of reasonable suspicion, may constitute insubordination aiid may be grounds for discipline up to and including teri'nination. Employees reasonably believed to be under tlie influence of alcoliol or drugs sl'iall be prevented from engaging in furtlier city work and sliall be detaii'ied for a reasonable time until he or slie can be safely transported from tl'ie work site. Higlier standards may be required based upon specific job requirements as deterinined by city management. 2.3 Application 34 This policy applies to all city employees. Tliis policy applies to alcoliol and to all substances, drugs or medications, legal or illegal, wl'iicli could impair an employee's ability to effectively and safely perfon'n tlie functions of the job. 2.4 Employee Responsibilities An employee must: a. Not report to work while his or her ability to perfornn job duties is impaired due to alcohol or dnug use. b. Not directly, or tl'nougli a tliird party, sell or provide drugs or alcoliol to any person, including any employee wliile eitlier employee or botli employees are on duty. c. Submit iininediately to an alcohol and/or drug test when reasonable suspicion of alcohol and/or drug use exists on tlie job aiid when requested by a responsible city representative. d. Notify l'iis or lier supervisor before begii'u'iing work when taking any medications or drugs, prescription or non-prescription, which may forseeably interfere witli the safe and effective perfoii'nance of duties including operatioi'i of city equipment. e. Provide within 24 hours of request bonafide verification of a current valid prescription for any potentially impairing drug or medication identified wlien a drug screen is positive. f. Notify the City of Cupertino witliin five working days after being convicted of any drug related offense. g. Notify tlie appropriate first-line supervisor upon observation of anotlier city employee whose behavior and/or physical cliaracteristics are reasonably suspicious and possibly liannful to l'iimself/lierself and/or otl'iers. 2,5 Maiiagement Responsibilities and Guidelines a. Directors and supervisors are responsible for understandu'ig tliis policy and applying it witliout bias or prejudice. b. Directors and supervisors must avail tliemselves of traii'iing on tlie employer's role in handling tlie special problems of employees wlio suffer from alcoliol or dtaug dependency. c. Directors and supervisors may request tliat an employee submit to a fitness- for- duty examination wlien there is reasonable suspicion that an employee is impaired, aiid is unable to perfori'n tlie job duties required in a safe and efficient maiuier. When doing so, tlie Director or supervisor is required to document, in 35 writing, the facts and circumstances leading to the reasonable suspicion tliat tlie employee was impaired aiid could not perfon'n safely on tl'ie job. (Note: First-line supervisors should consult witli tlieir supervisors, department directors and Human Resources Director, and a joint decision based on joint observation sliould be made as to wlietlier or not tlie employee should undergo a fitness for duty medical examination.) d. When tliere is a reasonable suspicion that tlie employee is impaired, tlie Director or supervisor must attempt to detain tlie employee until tlie employee can be safely transported from tlie work place. If tlie employee refuses to submit to the fitness-for-duty exainination, or attempts to leave before safe transport can be found, the Director or supervisor sliall remind tlie employee of tlie requirements and disciplinaty consequences of tl'ffs policy. e. Directors and supervisors sliall notify their department directors or designee, wlien tliere is reasonable suspicion tliat an employee may have illegal drugs ii'i his or l'ier possession. If the depaitment director or designee concurs tliat tliere is reasonable suspicion of illegal drug possession, tlie department director sliall notify the appropriate law enforcement agency. f. Directors and supervisors must use tlie reasonable suspicion standards in deteri'nining whether a fitness-for-duty examination is wairanted. Examples of what could lead to a reasonable suspicion of impaiiment are: 1) slurred speech; 2) alcoliol odor on breath; 3) unsteady walking and movement; 4) size of pupils and tlieir reaction to liglit; 5) aii accident involving city property; 6) verbal altercation; 7) unusual beliavior; 8) possession of alcoliol or drugs; ai'id 9) inforination obtained from a reliable person with personal knowledge. Tlie above is not an exclusive list. 2.6 PhysicalExaminationandDrugScreeningProcedures Tlie drug and/or alcoliol screening may test for any substance wliicli could impair an employee's ability to effectively ai'id safely perfon'n tlie functions of his/her assigned job duties, including but not limited to prescription medications, l'ieroin, cocaine, barbiturates, amphetamines, marijuaiia, and alcoliol. Tlie examination will be conducted by a licensed pliysician in a local medical facility. Tl'ie drug testing will be conducted by a licensed toxicologist in a laboratory identified as having met all legal requirements for perfoiining such tests. The ii'iitial type of screening to be perfori'ned can be either a blood or uiine analysis at tlie employee's option. Positive results must be confin'ned iii accordance witli federal regulations including presciibed test levels. 2. 7 Fit-For-Duty Exaininations a. Apositiveresultfromadiugand/oralcoliolanalysismayresultin disciplinary action, up to and including discliarge. 36 b. If tlie drug screen is positive, tlie employee may provide, witliin 24-liours of request, bonafide verification of a valid current prescription for the drug identified in tlie drug screen. Tlie prescription must be in the employee's name. c. If an alcohol or drug test is positive, tlie supervisor or depaitment director and tlie Human Resources Director sliall review tlie employee's record to make a deten'nination as to tlie possibility of reliabilitation for the puipose of retun'iing tlie employee to his or lier assigninent; or, after following reliabilitation, whether to reassign tlie employee or precede witli disciplinary action, up to an including discharge. A positive test for an illegal drug will be considered impairing to tlie employee's ability to perforin liis or lier job, and tl'ierefore tlie corrective provisions of this policy will apply 2.8 Confidentiality Laboratory reports or test results sliall not appear in tlie employee's general persomiel folder. hifonnation of tlffs nature will be contained in a separate confidential medical folder and securely kept under tlie control of the Human Resources Director. Repoits of test results may be disclosed to tlie Human Resources Director strictly on a need-to-know basis, and to tlie tested employee upon request. Disclosures without the employee's consent may also occur wlhen: a. Tlie infori'nation is compelled by law or by judicial or administrative process. b. Tlie infon'nation is to be used in administenng an employee benefit plan. c. The infon'nation is needed by medical personnel for the diagnosis or treatment of tlie patient wlio is unable to autliorize disclosure. 2.9 Appeal Process Fit-For-Duty Examinations: Employees whose tests results are positive, and who are consequently facing disciplinary action may appeal pursuant to tlie provisions of the Memorandum of Understanding and/or Personnel Rules. The city will conduct drug and alcol'iol awareness programs, presented by tlie Human Resources Division. Tliese programs will include prevention and detection metliods, witli emphasis on maintaining a drug free work place. Additionally, printed mateiial will be given to all employees explaiiutig tlie dangers of alcoliol and drug abuse. All employees will be given a copy of tlus policy. 37 SECTION 3 PROHIBITION AGAINST HARASSMENT, DISCRIMINATION & RET ALIATION 3.1 PolicyStatement Tlie City of Cupertino is cominitted to providing a work enviroi'unent in wliich employees are treated witli respect and dignity. Tlie City has zero toleraiice for liarassment, discrimination and retaliation by employees and non-employees, be it a single act or multiple acts. The City prohibits all fori'ns of liarassment, discrimiiiation and retaliation on the basis of protected classifications or activities tliat occur on the job or in tlie work site, includiiig acts of employees and non-employees. Violations of tliis Zero Tolerance Policy will not be tolerated and petpetrators will be subject to sanction or disciplinary action up to and including discliarge. All employees share in tlie responsibility of ensuring a working enviroru'nent free of liarassment, discrimination and retaliation as defined in this Policy. The City will respond promptly and effectively to reports of liarassment, discrimination and retaliation. 3.2. Definitions a. Tlie "protected classifications" tl'iis Policy references are: race, religion, color, sex (including gender, gender identity, gender expression, and pregnancy), sexual orientation (including lieterosexuality, homosexuaIity, and bisexuality), national origin, ancestry, citizensliip status, unifonned service member status, marital status, pregnancy, age, medical condition, genetic infori'nation and genetic cliaracteristics, and pliysical or mental disability or any otlier protected classification under the law except tliat tlie City may inquire wlietlier tlie applicant can perforin the essential job function witli or witl'iout reasonable accoini'nodation. b. "Discrimination" includes decisions regarding applicaiits, employees, volunteers, persons providing services pursuant to a contract or that are made on tlie basis of any one or more protected classifications, or tliat are based upon tlie perception that a person lias a protected classification. c. "Harassment" is unwelcome, annoying, disturbing or ton'nenting conduct based upon either tl'ie fact or tlie perception tliat an applicant, employee, volunteer, or person providing services has a protected classification or is perceived to liave a protected classification. To constitute harassment the conduct lias tlie purpose, result or effect of interfering witli an individual's work perforinance, or creating an intimidating, hostile, or offei'isive work environinent. d. "Sexual liarassment" sliall be defined as unwelcome sexual advaiices, requests for sexual favors and otlier verbal, visual or pliysical conduct of a sexual nature wlien sucl'i conduct is made explicitly or implicitly a ten'n or condition of employinent, is used as a basis for employinent decisions, or has tlie purpose or effect of unreasonably interfeiing witli an individual's work perfonnance or creating an intimidating, liostile, or offensive working environinent. Sexual l'iarassment includes making a threat or insinuation tliat a 38 lack of sexual favors will result in reprisal or tlie withholding of support. Sexual liarassment includes same-sex conduct regardless of wlietlier tlie conduct is based on gender orientation. Sexual liarassment can be coininitted by employees or non- employees. e. Examples of harassment include the following: 1. Written Harassment: suggestive, threatening, demeaiiing, or obscene words; letters; notes; iiivitations wl'iicli are based on or relate to a protected classification or tlie perception tliat a protected classification is present. 2. Verbal Harassment: derogatory or demeaning coiuinents,, slurs; jokes; inappropriate coiuinents regarding appearance, dress (including dress that is consistent with gender identity), or physical features; making tlmeats; spreading rumors; epithets; propositioning, or otlierwise offensive words which are based on, or relate to a protected classification or tlie perception tliat a protected classification is present. 3. Pliysical Harassment: assault; toucl'iing; impeding or blocking movements; or any pliysical interference with nonnal work; pincl'iing; patting; grabbing; or inappropriate gestures wliicli are based on or relate to a protected classification or tlie perception tliat a protected classification is present. 4. Visual Harassment: leering; sexually oriented gestures; or display of sexually suggestive or derogatory objects including but not limited to pictures, drawings, cartoons, posters or calendars; derogatory, prejudicial, stereotypical, or offensive displays wlncli are based on or relate to a protected classification or the perception tliat a protected classification is present. 5. Quid Pro Ouo Sexual Harassment: threats of reprisal, implying or actually withholding support of appointments or suggesting tliat punitive action will be taken if requests for sexual favors are not met. 3.3 No Retaliation a. Tlffs Policy prohibits adverse conduct taken against a person because tliat person engages in any of tlie following "protected activities:" initiated or pursued a complaint under tl'ffs Policy; filed a complaint of discrimination or liarassment witli any outside agency; testified in an investigation; assisted another to complain; refused to follow directions that the person reasonably believes to be discriminatory; or provided infonnation or otlierwise assisted in an investigation. "Adverse conduct" includes: taking sides because an individual lias reported harassment or discrimination; spreading rumors about a complaint; shunning or avoiding an individual wlio reports harassment or disciimination; or real or implied threats of intimidation to prevent an individual from reporting liarassment or discrimination. 39 b. The followiiig individuals are protected from retaliation as defined in this Policy: tliose wlio make good faitli reports that harassment or discrimination lias occurred; those wlio refuse to follow an order reasonably believed to be discriminatory; tliose who are accused of liarassment or discrimination; tliose wlio associate witli an individual wl'io is involved in reporting harassment or discrimination; and/or tliose wlio paiticipate in tlie complaint procedure described below. 3.4 ComplaintProcedure a. Those who believe tliat tliey are the victim of, or witness to, any fonn of discrimination or liarassment or retaliation must inu'nediately report tlie incident to their supervisor, Department Head, or the Human Resources Director. Supervisory personnel liave a duty to iininediately repoit violations tliat come to their attention and to take appropriate action. b. Confidentiality will be maintained to tlie fullest extent possible, taking iiito account the following: 1. Tlie City recognizes tliat confidentiality is important to all paities involved in an investigation. Complete confidentiality cannot occur; liowever, due to tlie need to fully investigate and take effective remedial action. 2. An individual wlio is interviewed during the course of an investigation is prohibited from discussing tlie substance of tlie interview witli otliers, except as otliei-wise directed by a supervisor or tlie Human Resources Director. Any individual wl'io discusses tlie content of aii investigatory interview in violation of tliis Policy will be subject to discipline. 3. Tlie City will not disclose a completed investigation report, except as it deems necessary to support a disciplinary action, to take remedial action, to defend itself in adversarial proceedings, or to comply witli tlie law or a court order. Tlie Human Resources Director will retain investigation reports in a confidential manner for at least five years after tlie date of completion. c. Ii'i order to proceed under tl'iis complaint procedure, tlie basis of tlie complaint must be beliavior, practice or action tl'iat is believed to liave been taken because of tlie victim's protected classification or because tlie activity is prol'iibited by tl'iis Policy. Examination of tlie nature and circumstances of eacl'i complaint will deterinine wl'ietlier the alleged acts or practices constitute discrimination, harassment, or retaliation. d. Complaints may be submitted in writing or verbally aiid may include a suggested metliod of resolution and corrective action. e. The person complaining need not report l'iis or lier complaint tl'irough aiiy cliain of coiuinand. histead, lie/slie has tlie clioice of submitting the complaint to l'ffs/her supervisor, Department Head, or tlie Human Resources Director. A person also. lias tl'ie option to file a compIaint witli: 1) the Califoniia Fair Employi'nent and Housing 40 Coi'nunission (www.dfeh.ca.gov 800-952-5210) and/or 2) the U.S. Equal Employinent Opportunity Comi'nission (www.eeoc.gov 800-669-4000). f. Upon receipt of the complaint, tlie Human Resources Director or his/her designee will promptly investigate tlie cliarges including contacting tlie person wlio allegedly engaged in the proliibited conduct. Tlie investigation will be tliorough, prompt, objective and non- judginental. Tlie investigator will inforin the accused person of tlie basis of tlie complaint and provide liiin/her an opportui'iity to respond. g. Upon completion of tlie investigation, tlie Department Head, in consultation witli tlie Human Resources Director, will deterinine wliat, if any, disciplinary action will be recoi'ni'nended to tlie City Manager. If inappropriate beliavior is found, action will be taken to end tlie inappropriate behavior. Botli parties will be notified of tlie conclusion of tlie investigation. li. If it is deterinined tliat prohibited conduct occurred, sanctions or disciplinaiy action up to and including discliarge will be taken. Disciplinary action taken under tliis procedure may be appealed consistent with provisions witliin Memoranda of Understanding or tlie Administrative Procedures, but not botli. 3.5 Responsibilities a. Tlie City Manager is responsible for enforcing tliis policy. b. The Human Resources Director is responsible for ensuiing that all complaints of harassment are investigated in a confidential, tliorough, and prompt mai'iner, including presentation of recomi'nendations for any necessary action to tlie City Manager. c. Every Depaitment Head is responsible for infon'ning all employees, including supervisors, of tliis Policy and for taking tlie steps necessary to set a positive example of conduct consistent witl'i tliis Policy. d. Every supervisor is responsible for taking iini'nediate and appropriate coirective action upon tlie observation of any incident of liarassment, discrimination, or retaliation or upon receipt of an oral or written report of any occurrence of harassment, disciimination or retaliation. hi addition, supervisors are responsible for reporting potential policy violations to tlie Human Resources Department and for conducting tl'iemselves consistently witli tl'iis Policy. e. Every employee, volunteer, applicant, elected or appointed official or person providing services pursuant to a contract is responsible for repoiting any act he or slie reasonably believes to be a violation of tl'iis Policy to the imi'nediate supervisor, Departi'nent Head, or Human Resources Director; treating all City -affiliated persons witli digi'ffty and respect; responding fully and trutlifully to all questions posed during an investigation; and not disclosing tlie substance of any investigatory interview. 41 3. 6 Penalties Violation of tl'iis policy sliall generally constitute just and reasonable cause for discipline, up to and including terinination. hi addition, an individual may be found to be personally liable wlien tl'iey engage in or take no action to prevent harassment or retaliation. SEX[JAL RELATIONSHIPS BETWEEN SUPERVISORS AND SUBORDINATE EMPLOYEES ARE PROHIBITED. 3.7 Policy Statement Tl'ffs policy is intended to avoid conflicts of interest between work-related and personal/family obligations; reduce favoritism or even tlie appearance of favoritism; prevent personal/family conflicts from affecting the workplace; and decrease tlie likeliliood of sexual harassment aiid/or gender discrimination in tlie workplace. As a result, tlie City of Cupertino prohibits sexual relationsliips between supervisors and subordinate employees, as defined in tliis Policy. 3.8 Definitions The following definitions apply to eacli section of tliis Policy. a. A sexual relationsliip" exists when two City employees become personally involved witli eacl'i other to tlie point tliat tliere is any of the following: sexual intimacy, marriage, or domestic paitnersliip. b. "Deparhuents" are defined as: Administrative Services, City Atton'iey's Office, City Manager's Office, Coiuinunity Development, Parks & Recreation, and Public Works. c. "Supervisor" is defined as any person who lias the discretion and authoiity to direct otliers as to tlie perfon'nance of City work. Tlie defiifftion of "Supervisor" includes tliose wlio periodically serve as acting supervisors. As related to supervision, to "direct" is defined as tlie giving of orders by an employee to anotlier employee for wl'iicli failure to follow the orders is grounds for discipline. 3.9 Policy/Procedure a. Public trust, safety and City morale require that supervisory employees avoid tlie appearance of a conflict between tlieir professional responsibilities and any involvement tliat they may have in a sexual relationsl'ffp witli otlier City employees. In order to promote efficient operation of tlie City and to avoid misunderstaiidings, complaints of favoritism, otlier problems of supervision, security, morale, and possible claims of sexual liarassment and/or gender based discrimination, sexual relations between supervisors and subordinate employees are prolffbited. In tlie event that a relationsliip exists between a supervisor and a subordinate employee, tlie supervisor lias tlie affiri'native obligation to disclose tlie relationsliip to his/her supervisor. Failure to disclose tlie relationsliip by tlie supervisory employee in tlie relationship is separate grounds for discipliiie, 42 b. Enforcement Tl'ie City reserves tlie iiglit to reasonably investigate situations in tlie workplace to detennine wlietlier there is a possible violation of tliis Policy. If tlie City detennines tliat a Policy violation exists, prior to discipline, tlie City will make every effort to resolve tlie situation administratively. If an administrative remedy is impractical or otlierwise inappropiiate, remedial and/or disciplinary measures may be utilized to mitigate iSSues tliat arise relevant to tlie enforcement of tl'iis Policy. 1. Tlie City retains tlie right to refuse to place employees engaged in sexual relationsliips prolubited by tl'iis Policy in tlie saine Department if tl'ie placement has tlie potei'itial for creating an adverse impact on supervision, safety, security, morale or involves potential conflicts of interest. 2. In tlie event of a prol'iibited sexual relationsliip, the City will attempt to transfer one of tlie affected employees to a similar classified position in aiiother City Depaitment, sliould sucli a position exist, be available, and sliould the employee possess the skills aiid qualifications necessary to perfonn tlie essential duties of the position. Altliougli the wislies of tl'ie involved paities as to wlio will be transfeired will be given consideration by the City, the controlling factor will be tlie positive operation aiid efficiency of tlie City. If any such transfer results in a reduction in salary or compensation, applicable and legally required due process procedures shall be applied. 3. h'i lieu of a transfer from one department to another, or in situations in which no similar counterpart classification exists tlie affected employees may continue to be employed within tlie same City Depaitment subject to approval by the Depaiti'nent Director and the City Manager or his/lier designee. However, any sucli continuing employinent is predicated upon botli subject employees not reporting to tlie same ii'nunediate supervisor; not being supervised by each otlier; not working the same sl'iift at tlie same work site; or, otlierwise becoming involved in a work envirorunent liaving the potential for adverse impact on supersrtsion, safety, security or morale. 4. If continuing employi'nent of employees engaged in sexual relationsl'iips prol'ffbited by tliis Policy cannot be accoini'nodated consistent witli tlie City's interest in promotion of safety, security, morale and efficiency, tlien tlie City retains sole discretion to discipline one of tlie employees. Prior to discipline, tlie City will make every effort to resolve tlie situation administratively. Tl'ie provisions of tliis Policy are not applicable to individuals employed by the City on or before tlie date of adoption of tl'iis Policy in their current state of sexual relationsl'iip. However in tlie event tliat a relationship exists between a supervisor and a subordinate employee, the supervisor lias tl'ie affirinative obligation to disclose tlie relationsliip to liis/her supervisor. hi addition, any of tlie following after tlie effective date of tliis Policy, even as to current employees, will result in tlie applicability of the Policy: a) a new sexual relationsliip; b) a cliange in marital status; or c) a change in status tliat makes an employee a supervisor or acting supervisor. 43 Furtlieri'nore, employees in existing sexual relationsliips are subject to any and all employinent- related actions by the City, pursuant to existing City'policies and procedures to address conduct, aiid wl'iicli negatively impact tlie work environment. SECTION4 AMERICANS WITH DISABILITIES ACT AND RELATED STATE LAW PROTECTING PERSONS WITH A DISABILITY 4.1 PutposeProhibitingDisabilityDiscrimination Tlie purpose of tl'iis policy is: a. to prol'ffbit and eliminate any discrimination in employinent against a qualified individual with a disability; b. to define what constitutes "disability" ; c. to define wlio is a "qualified individual with a disability"; d. to define discrimination on the basis of disability; and e. to establish a procedure for investigating and resolving internal Disability discrimination complaints. Discrimination on tlie basis of disability against an applicant or an employee wlio is a qualified individual witl'i a disability, by a supervisor, management employee, or co- worker is not condoned and will not be tolerated. Tlffs policy applies to the job application process and to all tenns and conditions of employi'nent including, but not limited to, lffring, placement, promotion, disciplinaiy action, layoff, recall, transfer, leave of absence, compensation and training. All complaints of discrimination on tlie basis of disability will be promptly and objectively investigated as described in Section 4.6 below. Disciplinary action up to and including terinination will be instituted for any violation of tlffs policy. Any retaliation against a person for filing a disciimination cliarge or making a disciimination complaint, or against anyone participating in the investigation, is proliibited. 4.3 PolicyRegardingReasonableAccoini'nodation Tlie City will provide reasonable accoininodation consistent with tlie law to tlie known pl'iysical or mental disability(ies) of an otlierwise qualified disabled applicant or employee. Any applicant or employee requesting a reasonable accon'u'nodation as a result of tlieir disability sliould direct tlieir request to tlie Human Resources Director. For further infon'nation conceri'iing reasonable accoiui'nodations, see Section 4.5 below. 4.4 Definitions 44 a. Disability: (1) a pliysical or mental impairinent tliat lii'nits one or more major life activity; or (2) having a record of sucli aii impaiiment; or (3) being regarded as, perceived as or treated as liaving sucli aii impaiiment, as explained more fully below. b. Physical or Mental hnpairineids: Physical impain'nents include loss of limb or otlier anatomical loss, cosmetic disfigurement, pliysiological disease, disorder or condition tliat effects one or more of the following: neurological system, imi'nune system, musculoskeletal system, special sense organs, respiratory system (including speecli organs), cardiovascular system, reproductive system, digestive system, genitouiinary system, liemic aiid lyinpliatic system; circulatory system; skin aiid endocrine systems. Examples of pliysical impain'nents include, but are not limited to: vision, speecli and hearing impainnents; ortliopedic and neuromotor impairi'nents; diabetes; heart disease; liigli blood pressure; cancer, astluna; Hepatitis B; HIV infection; epilepsy; partial or total loss of a limb; and mobility impain'nents requi'iing tlie use of a wlieel chair. Mental impain'nents, include but are not limited to: emotional or mental illness; seizure disorders; intellectual or cognitive disability; clii'iical depression; bipolar disorder; leaiing disability; nervous conditions; obsessive-compulsive disorder; autism spectrum disorder; scl'iizophrenia; and drug addiction if tlie addict has successfully completed or is participating in a reliabilitation program and no longer uses illegal drugs. Tlie following conditions are not pliysical or mental iinpainnents: transvestitism; illegal drug use; homosexuality aiid bisexuality; compulsive gambling, kleptomaiiia; pyromania; pedophilia; exliibitionism; and voyeurism; pregnancy (except for pregnancy related impain'nents such as diabetes or l'iigli blood pressure); heiglit, weight; eye color; hair color; left-liandedness; poverty; lack of education; a prison record; and poor judgi'nent or quick temper if not syinptoms of a mental or pl'iysiological disorder. c. Liynitation of Major Life Activities: An individual is disabled if lie or she lias a pl'iysical or mental impain'nent tliat (a) renders liim or lier unable to perforin a major life activity, or tliat (b) makes acliievements of the major life activity more difficult (wliicli includes, among otlier things, a comparison to tlie ability of most people in tl'ie general population to perforin tlie major life activity in tenns of time, duration effoit, paiii and difficulty.) Major life activities are functions such as caring for oneself, perforining manual tasks, walking, standing, seeing, liearing, sitting, speaking, breatl'fflng, leaii'iing, reacliing, bending, reading, concentrating, tliii'iking, corninui'iicating, interacting witl'i otliers, working witli and tlie working of major bodily functions, such as tlie iiuinune system, special sense organs and skin, nonnal cell growth, digestive system, genitourinary system, bowel, bladder, neurological system,, brain, respiratory system, circulatory 45 system, cardiovascular system, endocrine system, hemic system, lyi'npliatic system, musculoskeletal system and reproductive functions. In detennii'iing whetlier a physical or mental iinpainnent makes achievement of tlie major life activitymore difficult, tlie agency will consider: (1) tlienatureandseverityoftheimpairi'nent;and (2) the duration or expected duration of tlie ii'npairinent; liowever, even if tlie effects of tlie impairinent last or are expected to last fewer tlian 6 montlis, impainnent may still be a disability depending upon otlier factors. d. Hasiing a Record of Impairment: An individual is disabled if lie or slie has a liistory of liaving aii impain'nent tliat limits tlie perfon'naiice of a major life activity; or lias been diagnosed, correctly or incorrectly, as liaving sucli an impain'nent. e. Regarded as Having a Disability: An iiidividual is disabled if lie or slie is treated or perceived as having an impainnent that limits a major life activity, altliough no such impairinent may exist. Also, an employer's action (sucli as a demotion, tennination, assigni'nent) based upon a person's actual or perceived impairi'nent may constitute under tlie law tliat tlie person lias been regarded as liaving a disability. f. Qualified Indisiidual with a Disability: A "qualified individual with a disability" is a person wl'io (1) satisfies tlie job related requirements for tlie position (meaning tlie individual possesses tlie requisite skill, experience, education, and otlier job related requirements of the position), and (2) can perfon'n tlie "essential functions" of tlie position witli or without reasonable accoininodation. g. Essential Functions Essential functions are tlie fundamental duties of a position. Marginal or peiiplieral functions of a position are not essential functions. A function may be essential because of a variety of reasons, including but not limited to: (1) the reason the position exists is to perfon'n tl'iat function; (2) tl'ie limited number of employees available among wliom the perfonnance of tliat job function can be distributed; and/or (3) tlie function is highly specialized and requires specific expeitise or skill to perfonu. Factors considered in deten'nining wlietlier a function is essential include but are not limited to: tlie agency's judginent as to wl'ffcli functions are essential; written job descriptions; the amount of time spent on the job perfon'ning the function; tlie 46 consequences of not requiring tlie perfonnance of the function; tl'ie terins of a collective bargaining agreement or MOU; and tlie work experience of past and present incumbents in tlie position. 4.5 Reasonable Accoini'nodation If tlie individual caiuiot perfon'n one or more essential functions because of disability, tlie individual may request a reasonable accoiuinodation that will enable tlie individual to perfonn the essential functions of the position. Applicaiits witli a disability may also request reasonable accoininodations relating to tlie testing/application process. Tlie City will make reasonable accomtnodations available to known disabilities. Requests for reasonable accoini'nodation sliould be made to Human Resources Director. Accoi'ni'nodation is any cliaiige in tlie work enviroi'unent or in tlie way tl'iings are customarily done tliat enables a disabled individual to enjoy equal employinent oppoitunities. Reasonable accoini'nodations may include, but are not limited to: (a) modifications or adjustments to a job application/testing process to enable an individual witli a disability to be tested for or be considered for the position; (b) modifications or adjustments to tlie work envirom'nent so tliat a disabled person can perfon'n tlie essential functions of the position; and (c) modifications or adjustments tliat enable disabled individuals to enjoy equal benefits and privileges of employinent as other similarly situated employees witliout disabilities enjoy. (d) providing assistive devices, services or equipment; (e) restructuring a job to eliminate or redistribute non-essential functions of a position; (f) providing a leave of absence; (g) providing additional training; (li) providing a modified work schedule; (i) modifying supervisory methods (e.g. dividing complex tasks into smaller paits.) (j) making existing facilities and equipment used by employees readily accessible to and usable by individuals witli disabilities. Reasonable Accoini'nodation does not include: (a) eliminating essential functions of a position from tlie disabled individual's job; (b) promoting an employee; or (c ) providing an indefinite leave of absence. Agency will not provide an accoi'ni'nodation tliat imposes an "undue hardsl'iip". Undue hardslffp means sigi'iificant difficulty or expense incurred in tlie provision of accoi'ni'nodation. 47 Whether a particular accoininodation will impose an undue hardsl'iip is detennined on a case-by-case basis. Factors considered iii detennining whetlier an accoini'nodation would create an undue liardsliip include but are not limited to: the nature and net cost of the accon'unodation; the financial resources of tlie agency; aiid the effect on tlie ability of otlier employees to perfon'n tlieir duties. Detennii'iing tlie Appropriate Reasonable Accoinmodation If a qualified individual witli a disability requests a reasonable accoi'mnodation or the City becomes aware of the need for accoininodation tl'irough a third party (sucli as a doctor) or by observation, tlie City sliall engage in an infonnal, interactive process witli the person to identify tlie precise limitations resulting from the impairi'nent and tl'ie potential reasonable accoini'nodations that could overcome tliose limitations. Tlie interactive process used to deten'nine a reasonable accoininodation will typically involve tlie following. Tlie agency will analyze tlie particular job at issue and deteii'nine its purpose and essential functions. The agency may request tliat tlie individual provide verification from his/her treating physician tliat tlie person lias an impainnent (the agency will not require tliat the diagnosis be provided) as well as infon'nation concerning how tlie impairi'nent affects tlie individual and its expected duration. Tlie City will consult with tlie person requesting a reasonable accoininodation to ascertain tlie precise job-related limitations imposed by tlie individual's disability, and identify potential reasonable accomi'nodations tliat would enable the person to perfoiin the essential functions of tlie position. If potential acconu'nodations are identified, tlxe agency, in consultation witli tl'ie person requesting reasonable accoininodation, will evaluate tlie effectiveness of eacli potential reasonable accommodation with regard to enabling tlie individual to perfon'n tlie essential functions of tlie position, or in the case of an applicant, enabling tlie applicant to have aii equal opportunity to participate in the application process and be considered for tlie job. Tlie agency will consider the preference of tl'ie individual to be accoininodated. Tlie City will select and implement tlie reasonable accoi'ni'nodation, if aiiy, that it deten'nines is effective in allowing tlie person to perfori'n tlie essential function of the position, or in tlie case of an applicaiit, tlie ability to participate in tlie application process and be considered for tlie position. If at any time tlie provided reasonable accoininodation does not enable tlie employee to perform tlie essential functions of tlie position and/or tlie employee needs an additional or revised reasonable accominodation, tlie employee sliould make another accoiuinodation request to Human Resources Director. 48 4, 6 Complaint Procedure a. A job applicant or employee wl'io believes lie or slie lias been discriminated against on tlie basis of disability or wlio believes tlie agency lias failed to provide a reasonable accoini'nodation may make a complaint as soon as possible after tlie incident, aiid no later than 30 days of tlie alleged incident, unless reasonable circumstances prevented tlie employee from doing so, to: (a) complainant's imi'nediate supervisor; (b) complainant's Depaitment Head; or (c) tlie Hu'i'nan Resources Director, wlio has been designated to coordinate agency's effoits to comply witli federal and state laws conceriiing employi'nent discriinination on tlie basis of disability. Tlie complaint should include: (1) a description of tlie offending beliavior(s) or violations; (2) date(s), time(s) and location(s) of incident(s); (3) name(s) of alleged offender(s); (4) name(s) of witnesses, if any; and remedy desired. Tlie complainant's iminediate supervisor or Department Head sliall refer all complaints received to the Human Resources Director. b. Upon receipt of a complaint, tlie Human Resources Director or designee shall conduct a prompt aiid, to the extent possible, discreet investigation of tlie cliarges. Upon completion of the investigation, tlie Human Resources Director or designee shall review the infon'nation gathered througli the investigation to deteimine whetlier tlie alleged conduct violates tlie City's policies or is otlierwise inappropriate Tlie Humaii Resources Director or designee shall tlien prepare a written report setting fortli tlie result of tlie investigation and tlie deteri'nination as to wlietlier a violation of City policies or otlier inappropiiate conduct lias occurred. The results of tlie investigation sliall be conveyed to appropiiate persons including to the complainant, tlie person(s) allegedly engaged in discrimination, tlie supervisor, and tlie Depaitment Head. If it is detennined tliat inappropiiate conduct aiid/or a violation of tliis policy occurred, swift and appropriate disciplinary action will be comi'nensurate witli tlie severity and/or frequency of tlie offense. Reasonable steps shall be taken to protect tlie victim and otlier potential victims from further inappropriate conduct. Retaliation against tl'ie complaining paity or any otlier persons participating in tlie investigation will not be tolerated and will result in discipliiiary action up to aiid including ten'nination of employi'nent. 49 SECTION 5 FAMILY AND MEDICAL LEAVE Eli%ble Employees Tlie Family and Medical Leave Act (FMLA) and tlie Califon'iia Fainily Rights Act (CFRA) provide employees with tlie right to take family care aiid medical leave (liereafter referred to as FMLA/CFRA leave or Family Medical leave) for certain circumstances. To be eligible for FMLA/CFRA leave, tlie employee must: 1) liave been employed for at least 12 montlis at the City; 2) liave worked at least 1250 liours duiing tlie last 12 montlis; and 3) be employed at a worksite at wl'ffcli the City employs 50 or more employees witliin a 75 mile radius. 0ualifying Reasons for tlie Leave and Lengtli of Leave Eligible employees may take up to 12 work weeks of unpaid FMLA/CFRA leave witl'ffn a 12 montli period (measured backwards from the date the leave begins) for tlie following reasons: 1) The care for a new cliild of an employee (newborii, adopted or foster child) during tlie first year after the biith, adoption or placement; 2) To care for tlie employee's iininediate fainily member (i.e. dependent child , parent, spouse or registered domestic partner) wlio lias a serious liealth condition; 3) tlie employee's serious liealtli condition; or 4) any qualifying military exigency (as deterinined by the regulations of tlie Secretary of Labor) arising out of tlie fact that the employee's spouse, son, daugliter or parent is on active duty (or lias been notified of an impending call or order to active duty) in tlie Aiined Forces in support of a military operation designated by tlie Secretary of Defense or a call of uniforined service members to active duty. Up to 26 work weeks of unpaid leave, witl'ffln a 12 montli period (measured from the date tlie leave begins) may be used by eligible employees to care for a fainily member (cl'ffld, parent, spouse or next-of-kiii) witli a seiious healtli condition incurred as a result of active military services. For purposes of tl'ffs "militaiy care giver leave", "serious healtli condition" is an injury or illness incuired in the line of duty or on active duty in the Arined Forces that may render tlie member 'i'nedically unfit to perfonn liis or lier duties. Subject to tlie length restrictions specified above, tlie length of eacli absence will depend on the reason for tlie leave and/or tlie medical necessity for tlie leave, as ceitified by the liealtl'i care provider. Notice: An employee should provide as much advance notice as possible of the date of the Family Medical Leave being requested and an estimated duration. If tlie event necessitating tlie leave becomes known to tlie employee more tlian 30 calendar days before tlie need for tlie leave, tlie employee must provide notice as soon as tlie employee learns of tlie need for leave and tlie Ieave request must be submitted in writiiig to lffs or lier supervisor or Human Resources at least 30 days before tlie time tlie leave is needed. If the need for leave is not foreseeable, the employee 'i'nust provide as mucli advance notice as possible, with written notice given no later tlian five work days after leari'iing of the need for leave. 50 If tlie leave is needed for planned medical treatment or medical supervision of a fai'nily member, tlie employee must make a reasonable effort to scliedule tlie treatment or supervision in a way that is least disruptive to tlie City's operations, subject to approval by the healtli care provider of tlie individual requiring treati'nent or supervision. Tlie City sliall respond to tlie leave request as soon as possible. When responding to tl'ie FMLA/CFRA leave request, tlie City sl'iall provide a written notice that includes: 1) whetlier or not the employee and tlie leave qualify for FMLA and/or CFRA leave and if so, that tlie leave will be counted against tlie leave available under tlie FMLA and/or CFRA; 2) any requirements for tlie employee to provide medical ceitification; 3) tl'ie paid leaves available for use by tlie employee where applicable; 4) any requirement of tlie employee to make payi'nent to maintain benefits and tlie arrangements for making sucl'i payinents; 5) any requirements tliat tlie employee provide a fitness-for-duty certificate to be restored to employi'nent; 6) tlie employee's status as "key"' employee and tlie potential consequences that restoration may be denied; 7) the employee's riglit to restoration to the sai'ne or an equivalent position upon retuni from leave; aiid 8) the employee's potential liability for payi'nent of healtli insurance premiums paid by tlie employer during tlie employee's unpaid leave if tlie employee fails to return to work after taking leave. Certification: If leave is needed for tlie employee's own serious liealth condition, tlie employee must provide certification from lffs/l'ier liealth care provider stating: (a) tlie date of cominencement of tlie serious liealtli condition; (b) tlie probable duration of tlie condition; and (c) tliat tlie employee is unable to perfon'n tlie duties of liis or her position because of tlie serious liealtli condition. The City may require employees to obtain, at tlie City's expense, a second opinion. If tl'ie second opii'iion differs from the first, tlie City may require a tl'iird opinion from a mutually agreed on liealtli care provider. If the leave is to care for a sick cl'ffld, spouse, parent, registered domestic paitner, or next-of-kin, tlie employee must provide ceitification from tlie liealth care provider stating: a) confin'nation of a serious liealtli condition tliat requires employee's paiticipation; b) date of corni'nencement of tlie serious liealtli condition; c) tliat tlie employee is unable to work at all or unable to perfoim one or more essential functions of tl'ie position because of tlie serious l'iealtli condition; d) estimated amount of time the employee will be needed to provide care. Witli respect to leave taken for military exigency, tlie City reserves tlie riglit to require proof of tlie military exigency consistent with tlie law. Use of Accrued Paid Leave: When tlie leave is for tlie employee's own seiious liealth condition, or to care for a fainily member witli a serious liealtli condition as described above, the employee may elect to use ' "key" eniployee is an employee who is an'iong tlie highest paid ten percent of all the City of Cupeitino employees. 51 available accrued paid sick leave, vacation leave or other paid leaves in order to receive pay during the Fainily Medical leave. When the leave is to care for a new child of the employee (a new baby, adoption or foster care placement), the employee may use available accrued vacation and otlier paid Ieaves, but accrued sick leave may only be used wlien the cliild is sick or medical appointments. Once tlie employee's accrued paid leave time is exhausted, tlie remainder of the Family Medical leave is unpaid time off. Benefits: During the FMLA/CFRA leave tlie city must maintain tlie employee's coverage under any grorip health plan on the same conditions as coverage would liave been provided if tlie employee liad been continuously employed during tlie entire leave period. Otlier benefits can be maintained at tlie employee's cost. If tlie leave is beyond tlie period of time provided by law as explained above, the employee may continue tlie liealtli insurance benefits at his/lier own expense. If an employee fails to retuni from leave, the employer lias a 'iiglit to reimbursement for tl'ie group liealth costs during tlie time of tlie Ieave. Tliere are two exceptions to tlie preceding: 1) Tlie employee is too ill to retuni; or, 2) Tl'ie employer believes grievous economic injury will result if that employee is reinstated. Seniority and other benefits do not continue to acctaue duiing a period of leave under tliis policy, except tliat seniority and benefits will continue to accrue duiing any period tliat paid leave (vacation, sick leave) is used and will accrue pro-rata during any reduced-scliedule leave. Employee's seniority or accrual level will not be negatively affected by the leave. l Reinstatement: At tlie end of tlie leave tlie employee will ordinarily be reinstated to liis or lier previous position or to an equivalent job witli equivalent pay, benefits, and working conditions, ui'iless the position lias been eliminated due to a reduction in force or reorganimtion, or unless the employee would have been ten'ninated for some otlier business reasons ui'irelated to tlie leave, or for any otlier lawful reason. When the leave was for tlie employee's own serious liealth condition, tlie employee must provide to tlie City a medical release to retuni to work. If aii employee is unable to retuni to work after the initial estimated returii date, an additional certification will be required and will be evaluated by the City. SECTION 6 REIMBURSEMENT OF EXPENSES 6.1 Personal Vel'iicles Employees who are required to use tlieir personal velffcles for city business shall reimbursed for such use at an appropriate rate to be deterinined by a scliedule adopted by 52 the City Council. Submission of a request for reimbursement must be approved by tlie Department Head. Exceptions to tlie foregoing paragrapli are: City Manager, Department Heads, Recreation Supervisors, Traffic Engineer, Building Official, Legal Services Manager, Assistant Director of Public Works, and tlie Public and Enviroi'unental Affairs Director. Tl'ie pay rate of each includes an allowance for tlie use of tl'ieir personal veliicles. However, should any of the identified persons travel in excess of two liundred miles round trip tliey would be eligible for reimbursement at tlie establisl'ied rate. 6.2 Reimbursements Employees wlio are required to advance personal funds for conferences, meetings, or tlie purcliase of minor materials and supplies or for otlier approved services duiing the perfonnance of or arising out of tlie duties assigned to the employees work shall be reimbursed for funds so expended. Tlie Appointing Autliority may prescribe sucli administrative rules and regulations goveianing tlie allowable kinds and amounts of sucli reimbursable expenditures and the metliods and procedures usable to substantiate and process submitted claims. SECTION 7 SPECIAL CONDITIONS 7.1 TrainingProgams It shall be tlie policy of tlie city to encourage e'inployee participation in traii'iing programs which will be of benefit to tlie employee and tlie city in tlie better perfonnance of his/her work and as a means of providing assistance to tl'ie employee qualifying for promotional opportunities. Tlie Appointing Autliority may prescribe suitable regulations aiid guidelines under wl'ffcli sucli programs may be administered. 7.2 Suggestion System Suggestions of employees relating to tlie improvement of work related matters sliall be encouraged. Tlie means of receiving, processing and implementing sucli suggestions as well as tlie metliod of giving appropiiate recognition tl'iereto sl'iall be as presciibed by tlie Appointing Autliority. 7.3 Hospitalization, Medical, Dental and Life Insurance Programs It shall be the policy of the city to provide suitable group hospitalization, medical, dental, life insurance programs and income protection under wl'ffch employees and tlieir dependents may be covered. Tlie needs of the employees sliall be given due consideration. 7.4 Memorandum of Understanding Rules relating to tliose matters of mutual interest and conceni between city management and city employees wl'iich are subject to meeting and conferring in good faith sliall be as mutually agreed to between tl'ie paities and as approved by tlie City Council in Memoranda of Understanding. In tl'ie absence of sucli memoranda tlie rules contained 53 lierein shall apply wherever applicable. In tl'ie absence of aiiy specific rule on any given matter tlie City Manager in that capacity or as Appointing Autlioiity sliall establisli suitable policies by administrative regulations and orders wl'iicli shall be considered as supplemental hereto unless or until amended or superseded. SECTION 8 WORKPLACE VIOLENCE Tlie City of Cupeitino is fumly coininitted to providing a workplace that is free from violence and the tl'ireat of violence. In keeping with this coiuinitment, tlie city lias establislied a stiict policy that proliibits any employee from tl'ireatening or coini'nitting any act of violence in the workplace. Employees are also prol'iibited from having in tlieir possession weapons including firean'ns and knives, otlier than pocket knives or knives coini'nonlyused as tools, in the workplace. 8.2 Definition Workplace Violence includes but is not; limited to harassment, threats, pliysical attack, or property damage. Threat is tlie expression of an intent to cause pliysical or mental ha'ii'n. An expression constitutes a tlyeat witliout regard to wlietlier the party comi'nunicating tl'ie threat lias tlie present ability to catty it out and without regard to wliether tlie expression is contingent, conditional, or future.4' a I I Pliysical Attack is unwanted or liostile pliysical contact sucli as liitting, figliting, pusl'iing, slioving, or throwing objects. Property Damage is intentional damage to property that includes property belonging to tlie City of Cupertino, employees, visitors, or otlier persons. 8.3 Zero Tolerance Violence or the threat of violence, against or by any employee or any other person is not acceptable. (1) Should a non-employee, on City of Cupertino propeity, demonstrate or tl'ireatei'i violent beliavior, lie/slie may be subject to ciii'ninal prosecution. (2) Sliould an employee, during working liours, demonstrate or threaten violent behavior, lie/slie may be subject to disciplinaiy actioi'i up to and including discliarge, 8.4 ViolentActs The followiiig actions are considered violent acts: 54 (1) Striking,punching,slappingorassaultinganotherperson. (2) Fighting or challenging another person to fight. (3) Grabbing, pincliing or toucliing another person in an unwanted way wlietl'ier sexually or otlierwise. (4) Engaging in dangerous, threatei'iing or unwanted horseplay. (5) Possession, use, or tl'neat of use, of a gun, ki'iife, or otlier weapon of any kind in the workplace, including parking lots, work sites, city vel'ffcles, or wliile engaged in activities for tlie City of Cupertino in otlier locations. (6) Tl'ireatei'iing hann or l'ianning anotlier person, or any otlier action or conduct tliat implies tlie tl'ireat of bodily lian'n. 8.5 RepoitingViolentActs Any employee wlio is tlie victim of any violent, threatening, or liarassing conduct in tl'ie workplace, any witness to sucli conduct, or anyone receiving a repoit of sucli conduct, whetlier tlie perpetrator is a city employee or a non-employee, sliall imi'nediately report the incident to tlieir iininediate supervisor or otlier appropriate person in the cliain of comtnand. A written report sliall iininediately be prepared and delivered to tlie Human Resources Director. Failure to report a workplace violence situation or file a written report sliall be cause for disciplinary action up to and including discliarge. 8.6 WorkplaceViolenceWiittenRepoit The written report shall be objective and include facts including time, observations, statements made by tlie parties involved in tlie workplace violence encounter, names of witnesses to tlie incident, and other relevant infon'nation tliat may be beneficial to the investigation. 8. 7 No Retaliation No one, acting in good faitli, wlio initiates a complaint or repoits an incident under tl'iis policy, will be subject to retaliation or liarassment. 8.8 Iiwestigation Upon notification of a workplace violence repoit, the Human Resources Director sl'iall imn'iediately conduct an investigation. A written report including findings and recoini'nendations sliall be submitted to tlie City Manager. 8.9 Due Process 55 Any employee, if found to be a perpetrator, will be provided due process piior to any disciplinary action pursuant to tlie provisions of a memoraiida of understanding or tlie Administrative Rules and Regulations of tlie Persoi'u'iel Code. :,S'a I t 56