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HomeMy WebLinkAbout2020.06.02 Agenda Packet - Regular MeetingCity Council Agenda Tuesday, June 2, 2020 Regular Meeting 6:30 p.m. PUBLIC ADVISORY: Consistent with the Governor’s latest Executive Order to Stay at Home, avoid gatherings and maintain social distancing, this meeting will be conducted telephonically and Members of the City Council and staff will be participating via Teleconference. There will be no physical meeting location. How to Observe the Meeting: To maximize public safety while still maintaining transparency and public access, members of the public can observe the meeting by calling +1 (415) 930-5321, Attendee Access Code: 512- 313-580 or by visiting https://attendee.gotowebinar.com/register/4870160718463059980. How to Submit Public Comment: Members of the public may provide public comment by sending written comments to the City Clerk by email at cityclerk@DiamondBarCA.gov by 5:30 p.m. on the day of the meeting. Please indicate in the Subject Line “FOR PUBLIC COMMENT.” Written comments will be distributed to the Council Members and noted for the record at the meeting. Alternatively, public comment may be submitted by calling +1 (415) 930-5321, Attendee Access Code: 512-313-580 and dialing *9 during the public comment period and/or by visiting https://attendee.gotowebinar.com/register/4870160718463059980. Members of the public will be called upon one at a time during the Public Comment portion of the agenda, and will be asked to state their name and agenda item they wish to comment on. Speakers are limited to five minutes per agenda item, unless the Mayor determines otherwise. American Disability Act Accommodations: Pursuant to the Executive Order, and in compliance with the Ameri cans with Disabilities Act, if you need special assistance to participate in the Council Meeting, please contact the City Clerk’s Office (909) 839-7010 within 72 hours of the meeting. City Council video recordings with transcription will be available upon request the day following the Council Meeting. The City of Diamond Bar thanks you in advance for taking all precautions to prevent spreading the COVID-19 virus. STEVE TYE Mayor NANCY A. LYONS Mayor Pro Tem ANDREW CHOU Council Member RUTH M. LOW Council Member JENNIFER "FRED" MAHLKE Council Member City Manager Dan Fox • City Attorney David DeBerry • City Clerk Kristina Santana DIAMOND BAR CITY COUNCIL MEETING RULES Welcome to the meeting of the Diamond Bar City Council. Meetings are open to the public and are broadcast on Spectrum Cable Channel 3 and Frontier FiOS television Channel 47. You are invited to attend and participate. Copies of staff reports or other written documentation relating to agenda items are on file and available for public inspection by contacting the Office of the City Clerk. If requested, the agenda will be made available in an alternative format to a person with disability as required by Section 202 of the Americans with Disabilities Act of 1990. If you have questions regarding an agenda item, please contact the City Clerk at (909) 839-7010 during regular business hours. PUBLIC INPUT Members of the public may address the Council on any item of business on the agenda during the time the item is taken up by the Council. In addition, members of the public may, during the Public Comment period address the Council on any Consent Calendar item or any matter not on the agenda and within the Council’s subject matter jurisdiction. Any material to be submitted to the City Council at the meeting should be submitted through the City Clerk. Speakers are limited to five minutes per agenda item, unless the Mayor determines otherwise. The Mayor may adjust this time limit depending on the number of people wishing to speak, the complexity of the matter, the length of the agenda, the hour and any other relevant consideration. Speakers may address the Council only once on an agenda item, except during public hearings, when the applicant/appellant may be afforded a rebuttal. Public comments must be directed to the City Council. Behavior that disrupts the orderly conduct of the meeting may result in the speaker being removed from the meeting. INFORMATION RELATING TO AGENDAS AND ACTIONS OF THE COUNCIL Agendas for regular City Council meetings are available 72 hours prior to the meeting and are posted in the City’s regular posting locations, on DBTV Channel 3, Spectrum Cable Channel 3, Frontier FiOS television Channel 47 and on the City’s website at www.diamondbarca.gov. The City Council may take action on any item listed on the agenda. HELPFUL PHONE NUMBERS Copies of agendas, rules of the Council, Video of meetings: (909) 839-7010 Computer access to agendas: www.diamondbarca.gov General information: (909) 839-7000 Written materials distributed to the City Council within 72 hours of the City Council meeting are available for public inspection immediately upon distribution in the City Clerk’s Office at 21810 Copley Dr., Diamond Bar, California, during normal business hours. THIS MEETING IS BEING VIDEO RECORDED AND BY PARTICIPATING VIA TELECONFERENCE, YOU ARE GIVING YOUR PERMISSION TO BE TELEVISED. THIS MEETING WILL BE RE-BROADCAST EVERY SATURDAY AND SUNDAY AT 9:00 A.M. AND ALTERNATE TUESDAYS AT 8:00 P.M. AND IS ALSO AVAILABLE FOR LIVE VIEWING AT HTTPS://ATTENDEE.GOTOWEBINAR.COM/REGISTER/4870160718463059980 and ARCHIVED VIEWING ON THE CITY’S WEB SITE AT WWW.DIAMONDBARCA.GOV. CITY OF DIAMOND BAR CITY COUNCIL AGENDA June 02, 2020 CALL TO ORDER: 6:30 p.m. PLEDGE OF ALLEGIANCE: Mayor ROLL CALL: Chou, Low, Mahlke, Mayor Pro Tem Lyons, Mayor Tye APPROVAL OF AGENDA: Mayor 1. CITY MANAGER REPORTS AND RECOMMENDATIONS: 2. PUBLIC COMMENTS: "Public Comments" is the time reserved on each regular meeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or other matters of interest not on the agenda that are within the subject matter jurisdiction of the Council. Although the City Council values your comments, pursuant to the Brown Act, members of the City Council or Staff may briefly respond to public comments if necessary, but no extended discussion and no action on such matters may take place. There is a five-minute maximum time limit when addressing the City Council. At this time, the teleconference moderator will ask callers one at a time to give their name and if there is an agenda item number they wish to speak on before providing their comment. If you wish to speak on a public hearing item or council consideration item, you will then be called upon to speak at that point in the agenda. 3. CONSENT CALENDAR: All items listed on the Consent Calendar are considered by the City Council to be routine and will be acted on by a single motion unless a Council Member or JUNE 2, 2020 PAGE 2 member of the public request otherwise, in which case, the item will be removed for separate consideration. 3.1 CITY COUNCIL MINUTES OF THE MAY 19, 2020 MEETING. 3.1.a May 19, 2020 Study Session Minutes 3.1.b May 19, 2020 City Council Minutes Recommended Action: Approve the May 19, 2020 Study Session and Regular City Council meeting minutes. Requested by: City Clerk 3.2 CITY COUNCIL RECEIPT OF COMMISSION MINUTES. 3.2.a February 25, 2020 Planning Commission Minutes 3.2.b April 28, 2020 Planning Commission Minutes Recommended Action: Receive and file the February 25, 2020 and April 28, 2020 regular meeting minutes of the Planning Commission. Requested by: City Clerk 3.3 RATIFICATION OF CHECK REGISTER DATED MAY 7, 2020 THROUGH MAY 20, 2020 TOTALING $634,455.70. Recommended Action: Ratify the Check Register. Requested by: Finance Department 3.4 TREASURER'S STATEMENT Recommended Action: Approve the April 2020 Treasurer’s Statement. Requested by: Finance Department 3.5 AMENDMENTS TO THE CITY’S PERSONNEL RULES AND REGULATIONS EFFECTIVE JUNE 2, 2020. Recommended Action: Adopt Resolution No. 2020-14, amending the City's Personnel Rules and Regulations effective June 2, 2020. Requested by: City Manager 4. PUBLIC HEARINGS: NONE JUNE 2, 2020 PAGE 3 5. COUNCIL CONSIDERATION: 5.1 AMENDMENTS TO CERTAIN ANIMAL LICENSE FEES EFFECTIVE JULY 1, 2020 Recommended Action: Adopt Resolution No. 2020-15 amending certain animal license fees effective July 1, 2020. Requested by: City Manager 5.2 COVID-19 REGULATORY RELIEF AND FINANCIAL ASSISTANCE OPTIONS FOR BUSINESSES AND RESIDENTS. Recommended Action: 1. Approve the Temporary Sign and Outdoor Dining Policy; and 2. Provide policy direction for the creation of CDBG COVID-19 economic relief programs. Requested by: Community Development Department 6. COUNCIL SUB-COMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: 7. ADJOURNMENT: Agenda #: 3.1 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CITY COUNCIL MINUTES OF THE MAY 19, 2020 MEETING. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Approve the May 19, 2020 Study Session and Regular City Council meeting minutes. FINANCIAL IMPACT: None. BACKGROUND/DISCUSSION: Minutes have been prepared and are being presented for approval. PREPARED BY: REVIEWED BY: Attachments: 1. 3.1.a May 19, 2020 Study Session Minutes 2. 3.1.b May 19, 2020 City Council Minutes 3.1 Packet Pg. 6 CITY OF DIAMOND BAR MINUTES OF THE CITY COUNCIL STUDY SESSION MAY 19, 2020 STUDY SESSION: M/Tye called the Study Session to order at 4:31 p.m. Mayor Tye stated that consistent with COVID-19 regulations, all Council Members and staff are participating via teleconference and there is no physical location for public attendance. The Public was invited to join the meeting online or by phone at the numbers printed on the agenda. Public Comments: CC/Santana stated there were no public comments submitted by email and that no member of the public indicated they wished to speak. ROLL CALL: Council Members Andrew Chou, Jennifer “Fred” Mahlke, Ruth Low, Mayor Pro Tem Nancy Lyons, Mayor Steve Tye Staff participating telephonically: Dan Fox, City Manager; Ryan McLean, Assistant City Manager; David DeBerry, City Attorney; Ryan Wright, Parks and Recreation Manager; Anthony Santos, Assistant to the City Manager; Hal Ghafari, Public Works Manager; Dianna Honeywell, Director of Finance, Greg Gubman, Director of Community Development; Ryan Wright, Director of Parks and Recreation; Ken Desforges, Director of Information Services; Cecilia Arellano, Public Information Coordinator; Marsha Roa, Public Information Manager; J.R. Ybarra, Media Specialist; Kristina Santana, City Clerk ► FY 2020/2021 DRAFT OPERATING BUDGET DISCUSSION: CM/Fox reported that COVID-19 has disrupted the local economy and staff is proposing a budget that is reflective of lower anticipated revenues,, project deferrals and other items in order to create a budget based on the limitations staff anticipates Staff proposes to dip into the contingency reserve funds in order to balance the upcoming budget as well as, close out the FY 2019/2020 budget. Staff continues to be committed to get reimbursements to every extent possible from state and federal resources, in order to help close the gap and help deal with many of the City’s expenses associated with COVID-19. Because this is such a fluid situation, staff anticipates having to update and revisit the budget on a regular basis throughout the year in order for Council to make adjustments as the economy begins to recover. FD/Honeywell stated that as staff was finishing the FY 2020/21 budget, COVID-19 hit and as a result, had to recreate the budget to deal with the rapid changes occurring in the US economy, the state’s economy and ultimately, the City’s economy. This has been a big challenge for everyone and there will be a significant financial impact on the current Fiscal Year as well, which is estimated to have a revenue reduction in the amount of $2.7 million. The estimated resources and appropriations translate to a shortfall of nearly $1.3 million. Staff is anticipating a shortfall in General Fund Revenue due to COVID-19 in the amount of about $2.4 million and staff is asking to use about $850,000 from the “rainy day” fund . 3.1.a Packet Pg. 7 MAY 19, 2020 PAGE 2 CC STUDY SESSION When staff first prepared the budget, revenue was already fairly flat while expenditures were increasing. When COVID-19 hit, it caused an immediate impact to revenue. Hotels were closed and the TOT revenue was affected; sales tax was immediately affected and so forth. Interest rates have plummeted and staff anticipates there will not be as much interest revenue from the investment portfolio for the General Fund during the upcoming Fiscal Year. For several months prior to the March to March measurement period, the CPI was coming in at 3.5 to 3.7 and by March it had dropped to 2.17 percent which shows how significant and rapid COVID-19 effected the financial situation in Diamond Bar. The City has benefited from the fiscally conservative practices of the current and past City Councils allowing the City to put money away each year into the “rainy day” fund. Diamond Bar has sound reserves in place during times of economic uncertainty as we are witnessing which will help to close the gap for this year and next year. At this point, staff is estimating the City will need to dip into those emergency reserves in an amount of almost $1.3 million for the current Fiscal Year and about $850,000 for FY2020/2021. During the process of recreating the budget, staff has had to mak e some hard choices and recommendations about what would be appropriate for the Council to determine what to defer and what are “must haves”. FD/Honeywell said constant monitoring of revenue and expenditures will continue during the entire next fiscal year which may make it necessary for staff to come to the Council quarterly or even monthly for consideration of those potential adjustments. IMPACTS: Property taxes are relatively untouched and are actually increasing in FY 2020/21 because of the delayed impact which will likely not be fully visible for another 18 months. At this time, both Property Taxes and Property Tax In Lieu of VLF are seen to increase by 3 percent. Sales Tax is significantly impacted. Staff worked with HDL to come up with revenue estimates indicating about a 19 percent decrease over the original budget amount (a downfall of $4.3 million). TOT is expected to be reduced to almost zero in the fourth quarter of this year (-25 percent) and staff made the assumption that the hotel business would remain fairly quiet for the period July through September (a reduction of $369,000 to $1.1 million). Also affected are building activities, facilities rentals and recreation programs, which are anticipated to reduce revenue by $706,000. With the stay-at-home orders, people are traveling less and generally working from home. As a result, gas prices and consumption are down significantly which means that for FY 2020/21, staff is anticipating a reduction of gas tax revenue of about 17 percent. MPT/Lyons said she was happy to hear FD/Hone ywell say that the budget will be revisited on a regular basis and she believes it should happen on a monthly basis with the Council. FD/Honeywell further stated that staff is proposing to make certain organizational cuts and deferrals. The City’s Financial Sustainability Report completed last year recommended voluntarily going to a 15-year schedule for the pay down of the unfunded pension liability, but in light of these circumstances, staff is proposing to go back to the 30-year schedule for the time being, which would result in a savings 3.1.a Packet Pg. 8 MAY 19, 2020 PAGE 3 CC STUDY SESSION of about $200,600. Last August the Council adopted a Fund Balance Reserve Policy and one of recommendations was to make a $100,000 contribution to the Buildings Facilities and Maintenance Fund and to the Technology Reserve Fund. Staff proposes suspending those contributions for this year. Staff also proposes to suspend the Vehicle Replacement Policy and defer the scheduled replacement of a 2006 F-350 Truck along with other equipment for a savings of approximately $93,000; to suspend all Travel and Conference attendance, for a savings of nearly $70,000; to suspend Performance Pay for the remainder of FY 2019/20 and the entirety of FY2020/21; and to suspend the 3% COLA and $50 a month increase in benefit allotment, for a total savings of $254,400. Other cost saving adjustments were included based on historical trends and postponement of exterior and interior painting and drywall touchup in both the Civic Center and the Diamond Bar Center. Suspension of flags, holiday decorations and military support banners is also being proposed. M/Tye asked that the flags and military support banners be added back to the budget. He said he wants the City to put up flags for Memorial Day and July 4th in order to provide a small bit of normalcy for the community. FD/Honeywell said that it runs about $19,000 to provide flags and if Council would prefer they be added back in she is happy to make that adjustment. M/Tye said the City has the reserves to accommodate things that he believes will make the bulk of the community happy to see that the City is able to provide something residents look forward to every year. That is what contingency funds are for. Diamond Bar was in such a good financial situation during the great recession that the City was able to buy the building where the City Hall and the Library are located and Diamond Bar will get through this as well. And to that end, he believes the City needs to provide some sense of normalcy for its people. MPT/Lyons said she agreed with M/Tye on the flags and also believes the Military Banners need to be up as well. If there are no Concerts in the Park, residents need the holiday banners, holiday decorations, the Restaurant Week banners and flags for Veterans’ Day. It is not that much money and she would rather cut somewhere else. M/Tye asked if he was correct that the family pays for the banner and the City pays to hang it. CM/Fox responded that the Military Banner program costs the City about $16,000 per year. PRD/Wright said the entire cost of the military banners is borne by the City. Between the two programs, the community decorations (street light flags and holiday decorations) it costs the City about $34,000 and the two programs cost the City about $50,000 for the year. If it is the consensus of the Council, those programs can be included in the budget. C/Low said she was in favor of keeping both of the programs. 3.1.a Packet Pg. 9 MAY 19, 2020 PAGE 4 CC STUDY SESSION MPT/Lyons said that since there will be no Concerts in the Park, thos e banners would not be put up. CM/Fox said that would be correct. Council concurred to keep the two programs in the budget. FD/Honeywell said that further recommended reductions include canceling the Day of Service Event, cancelling the City’s agreement with the state lobbyist - $36,000; reducing by 50 percent the Document Scanning Effort next year and reduc ing some of the economic development budget by canceling the HDL contract and contributions to the Chamber of Commerce as well as, reducing various special projects. M/Tye said he is not a proponent of getting rid of the representation that Gonsalves & Associates provides to the City and this cannot be a dialogue just about the price - it has to be about value, and this group offers onsite service and keeps the City up to the minute about specific legislative matters. It is difficult to put a value on this service until you do not have it. He is not sure people are aware of the role Gonsalves played in turning the plan around that Industry was planning for Tres Hermanos to be a solar field and instead of a solar field, we now have the Tres Hermanos Authority. For what the City spends and value received, he does not believe it is worth eliminating this contract. M/Tye said he would rather cancel the City’s membership with the League of Cities and save $20,000 because he is not sure what that membership does for Diamond Bar. During a difficult period for the Chamber they changed their business model to the better, but other cities dropped out and Diamond Bar is the only city making a contribution. C/Chou said that in addition to adding back in the flag and banner program it adds $49,000 to the budget. He agrees that the “rainy day” fund was to add back programs such as this, but if we are adding $50,000 back into the budget, he believes the Council will need to look at other things to cut. For example, since the Council will not be attending events, the Council should look at amending the $300 per month car allowance to a straight reimbursement. C/Chou asked if anyone other than the City Council received a monthly car allowance. FD/Honeywell responded that certain executive staff receive $250 per month and others $120 per month. C/Chou believed that if people are not driving the Council should consider changing it from a flat fee to a direct reimbursement. C/Low felt that C/Chou made an excellent point and she would personally favor giving up the $300 monthly car allowance. M/Tye said it merits consideration. C/Low said that those who travel to work should not be entitled to reimbursement. C/Chou felt that if staff were not attending events there was no reason for a car allowance. 3.1.a Packet Pg. 10 MAY 19, 2020 PAGE 5 CC STUDY SESSION M/Tye said he thinks in terms of using one’s vehicle for job -related work, it merits consideration. C/Mahlke said she agreed that it is important that the City Council is as lean as possible before making other considerations and she felt eliminating the monthly car allowance would be a great way to ensure the Council is doing the best it can with the funds available. M/Tye said there was Council concurrence. CM/Fox asked if concurrence was for Council only or if it included suspending car allowances across the organization. If so, the City would need to budget a certain amount for mileage reimbursement as things begin to come back to so me sense of normalcy. MPT/Lyons suggested suspending for three months and revisit ing the matter at that point. M/Tye suggested suspending the car allowances. C/Chou said that a suspension would work if the matter is reviewed on an ongoing basis. If the Safer at Home order is lifted and people begin attending conferences, etc. it can be reinstated. FD/Honeywell asked for clarification on the Council’s intent. Is it to suspend car allowance for all who receive it for three months or just Council Members? CM/Fox explained that staff members may use their cars for work as they drive around town for field inspections, etc. if they do not have a pool car to use. M/Tye said that in order to avoid unintended consequences and if it is more efficient to leave the allowance in place for staff, that merits consideration, but the auto allowance for the Council should be suspended. C/Chou said he agreed that the car allowance should be suspended for the Council only and not for staff. CA/DeBerry explained the Government Code prohibits reducing compensation during a Council Member’s term and that includes car allowances; however, each Council Member can decline to accept their benefits. So, it can be done but it would require a written statement via email or regular mail from each Council Member declining to accept their car allowance. M/Tye responded to FD/Honeywell that the suspension would be for 90 days at least. FD/Honeywell said she would come back to the Council with a number for the budget. MPT/Lyons stated that with respect to Gonsalves, most are aware of the work that their firm performed on behalf of the City regarding Tres H ermanos but asked if there was more that M/Tye could share about this particular firm Gonsalves 3.1.a Packet Pg. 11 MAY 19, 2020 PAGE 6 CC STUDY SESSION advocates for cities with issues like SB50 and other such matters that impact cities and their ability to be autonomous, are very, valuable. MPT/Lyons asked if M/Tye was suggesting that CM/Fox try to renegotiate the contract and bring it back at the next meeting. M/Tye responded that Anthony Gonsalves is open to that, so yes, absolutely. C/Chou said it sounds to him like the City could negotiate an “on -call” basis contract. CM/Fox explained that the agreement is for a monthly retainer as most lobbyist work on a retainer basis. C/Chou asked if the City paid extra for lobbying efforts when special needs arise . CM/Fox said no, it is all part of the monthly retainer whether we use them or not. Primarily, the City receives legislative updates. Gonsalves follows all of the bills going as they move through the process and they provide a weekly summary thereof. Some of that information is available to the City through other sources such as the League of California Cities or Contract Cities. And, sometimes all cities are in alignment and sometimes they may not be in alignment, particularly with those entities, and that is when we turn to the lobbyists for Diamond Bar’s unique situations such as Tres Hermanos as mentioned by M/Tye. Gonsalves was also involved with Lanterman, the Stadium project M/Tye said one tends to forget that Gonsalves has been with Diamond Bar since the beginning and they have been very effective for Diamond Bar. C/Chou said his primary concern is to get the City thro ugh this coming year and next year and by adding back $50,000 to the budget based on the banner program which he supports, he believes that Council needs to look at other line items to balance that add back. In addition, if the Council is looking to add b ack this contract, that will add to what needs to be cut back. M/Tye said he looks at this differently because banners should not have been on the chopping block and that money will come from the reserve fund. He does not disagree the Council needs to look at different fees including what Diamond Bar budgets for the League of California Cities as previously mentioned which is $20,000 the City could save. CM/Fox explained that the League of California Cities has an advocacy arm and they are very involved in Sacramento as well. From staff’s perspective, their education component is very robust and they have educational resources, list serves, and instant access for every department in every core service that the City provides including the City Council, City Managers, Community Development, Planning, Parks and Rec, City Attorney, City Clerk. They have a robust training network and most likely benefit staff the most. C/Chou apologized for not keeping the City better informed about the League of California Cities. As the City’s delegate for two years, he also serves on the policy committee that meets quarterly to advocate for the City. He is involved with the 3.1.a Packet Pg. 12 MAY 19, 2020 PAGE 7 CC STUDY SESSION advocacy effort through the league that has a very robust team in Sacramento in the capitol and from his perspective, he feels there is a duplicate of effort between the League of California Cities and Gonsalves and from his perspective he believes the League provides more value than Gonsalves. MPT/Lyons said she has found the League of Califo rnia Cities to not be helpful as a Council person and has found their positions often run contrary to Diamond Bar’s positions in terms of things Diamond Bar values. Diamond Bar has very little weight in that group and it seems like the League is very weighted toward things that are valued in northern California. She is not suggesting Diamond Bar discontinue that relationship, but she believes the City needs to continue with Gonsa lves because they have been very beneficial in situations that were very impo rtant to Diamond Bar. She is hopeful the Council can go through the entire budget and come up with other budget items that can be suspended or eliminated and see where it stands overall. And, perhaps CM/Fox can reduce the contract to some extent. M/Tye said the League of California Cities has 16 divisions and in his opinion, he believes they were more interested in what they were pursuing than what individual cities are pursuing and that has a lot to do with what Diamond Bar is involved in. As C/Chou mentioned, there is some overlap and sometimes the cities work together and sometimes they do not. He personally does not see the value of League membership to the tune of $20,000. However, having heard what CM/Fox said, there is a great deal to be said f or the resources that are available. He does not want to get hung up on worrying about a few thousand here and a few thousand there when the City has the reserve funds to take care of things under review. CM/Fox explained that staff identified a surplus of $136,000 and perhaps after the proposed budget presentation discussion has been completed, Council can determine other items that might be ripe for adjustment. CM/Fox said he would reach out to the state lobbyist to determine possible options and alternatives to their monthly retainer. The Council Members agreed to a 90 - day suspension of the car allowance and staff will try to identify more information about the League’s contract. One of the other item s discussed was the Chamber of Commerce and whether that is worth the $12,000 contribution. C/Chou said he did not know whether the City actua lly got $12,000 worth of value with the Chamber. However, he would argue that the City gets a lot of service as a business owner in Diamond Bar. He believes that restaurant owners would agree that being Chamber members promotes their businesses. Once the pandemic is over he believes Diamond Bar will need the Chamber more than ever to make sure local economies continue to thrive and he was not sure the City could do a better job for less than $12,000 on its own versus being part of an organization that is trained in and exists solely to promote businesses in this area. MPT/Lyons also felt the Chamber had been very helpful in promoting small business in Diamond Bar. She wondered if staff could approach them about a price break for the upcoming year. If it is true that Diamond Bar is the only City paying $1000 a month it strikes her as unfair. CM/Fox said that could be done. He understands that they offer a membership to public agencies and he would 3.1.a Packet Pg. 13 MAY 19, 2020 PAGE 8 CC STUDY SESSION advocate that the City should be a member to the Chamber and agree that th ey provide a good service to local businesses. He believes the base membership fee is $250 and the contract for $1,000 per month that the City has been working under is for them to provide a little above and beyond their normal service to include Ribbon-Cutting service to some of the Diamond Bar businesses and as well as, co- sponsoring Restaurant Week and helping to promote that as well. He would be happy to reach out to Mr. Duarte to find out what options might be available. M/Tye suggested that items like Ribbon-Cutting and participation with Restaurant Week may be available on an as-needed basis. MPT/Lyons felt it would be good for CM/Fox to reach out and see what might be practical at this time. FD/Honeywell explained further reductions proposed in the Human Resources division – reduce citywide training and professional services costs and replace equipment as needed rather than on an end-of-life basis and for Public Information, reductions are proposed for printing and citywide mass mailings, which would save the City nearly $30,000. M/Tye said that Information Services is very dynamic and Diamond Bar is able to do what it is doing at this time because of actions taken over months and years to keep the City up to date and he wants to be sure that the proposed reductio ns are the right thing to do. IS/Desforges thanked M/Tye for expressing confidence over many years fo r which he is very grateful. This alternative was something he offered that will be a deferment only. This budget exercise involved looking at every single item from the point of whether it was absolutely essential and he believes this is one that can be deferred and in case of failure, it would not be catastrophic. FD/Honeywell referred to Building and Safety indicating a reduction in revenue of about $277,000 with a corresponding reduction in expenditures related to RKA consulting. In addition, Public Works will see lower development activities with a reduction in consulting costs of $78,000. Parks & Rec has a reduction of about $227,000 based on the cancellation of community events, reduction in the Diamond Bar Center rentals and program changes to day camp. There is a reduction in Public Safety of about $122,000 where staff is proposing a modified STAR Deputy program which would remain in place as a reduced program. Suppression Patrols are normally funded at $100,000 but generally do not spend more than $25,000 in a year so the program will be budgeted at about $52,000 for the next year. The Safety Appreciation luncheon will be suspended as a result of the Stay-at-Home order which will reduce the budget about $5,500. M/Tye said that in the past the Council was told that if we wanted to cut costs, it needed to cut people. If we are going to ask the Gonsalves if they can help out, why are we not asking the Sheriff the same? Especially, where the liability trust fund is concerned. At the very least, the numbers should be redone because if they are doing increases based on the COL, it is way down and we should be negotiating this with the Sheriff. 3.1.a Packet Pg. 14 MAY 19, 2020 PAGE 9 CC STUDY SESSION C/Chou said that when he posed this question he was told that the City’s contract with LSD is negotiated collectively with other Contract Cities and he does not believe Diamond Bar has the power to negotiate its own contract. CM/Fox said that C/Chou is correct. The Sheriff’s Department has a strong labor union and they have multi-year labor agreements that helps drive the cost of that and the current agreements that were entered into in the last two years and those are being moved forward. Obviously, the Sheriff’s Department is going through budget considerations and looking at significant reductions and budget deficits as well. As far as rates go, staff has ask for consideration from the County Board of Supervisors to no avail. Contract Cities has asked as well, and as of this point in history, there has been no response to lowering the 5.6 percent rate. The items on the proposed budget related to the Suppression Patrol/STAR Deputy program are things the City has some ability to control, particularly because the classroom environment will change next year and staff felt that the reduction in classroom sessions for this program is something that would help to a certain extent. With respect to the Liability Trust Fund, staff hears there may be a ½ percent reduction which is not yet on the table. C/Chou said that to him, the budget is a statement of value and he believes Public Safety should be the City’s number one priority. Based on previous conversations, the STAR program is mostly a classroom situation and the cost savings of $47,000 plus. Perhaps the cost savings offset could be found in the citizen’s option for Public Safety (Page 77 of the packet) which has about $250,000 of reserve that he understands can be used to fund any shortfa ll in the Public Safety budget. M/Tye said he understands that while the resources can be found, he believes the question is what can they (the Sheriff’s Department) defer? C/Chou said that the County Board of Supervisors cut the budget by ½ billion dollars and while he does not disagree with M/Tye that the City should argue for a better contract, he is not certain how much negotiating power Diamond Bar has when the contract is negotiated among all of the Contract Cities. MPT/Lyons agreed that if Diamond Bar wants to renegotiate the contract it should come from Contract Cities. M/Tye’s point is well taken that since the COL has dropped, the contract with the Sheriff’s Department should drop accordingly; and, perhaps the Contract Cities could campaign for the Sheriff’s Department to take another look. Continuing with her presentation, FD/Honeywell referred to City Administration and highlighted the November 2020 election which will cost the City about $148,000. Within Administration and Support group there will be a minimum wage increase as of January 1, 2021 which will minimally impact the bottom line (about $13,500) in the second half of the year. With respect to Economic Development, $25,000 has been included for Restaurant Week and a Shop Local campaign to assist in the recovery from COVID-19. Public Safety – a 5.7 percent increase for the contract and an 11.5% increase for the Liability Trust Fund. The City needs to purchase a replacement vehicle for the 3.1.a Packet Pg. 15 MAY 19, 2020 PAGE 10 CC STUDY SESSION Community Services Assistant this year which will be funded by the Law Enforcement Reserve and CLEEP fund, not General Fund money. As previously discussed, the STAR Deputy program will be modified slightly next year and reduce the Suppression Patrol which is based on actual. The total Sheriff’s contract for FY 2020/21 comes in at about $7.4 million. There is a slight increase for Crossing Guards of $6,560 for a total of $193,500. M/Tye asked how much the City has saved in crossing Guards costs from March to the present day and FD/Honeywell responded that it is about $30,000. FD/Honeywell deferred to CM/Fox to explain new developments in Animal Control program. CM/Fox said staff became aware of an alternative that IVHS put on the table for all nine agencies currently renewing contracts this year. Basically, what they say is that if the Council is able to update the fees and increase the fees for their unaltered dogs and penalty fees, IVHS would then be able to accept the fixed price model currently in place for another year which would keep Diamond Bar’s cost at about $200,000. For Diamond Bar that means the unaltered dog licenses would go from $50 to $100 and the penalty fees would go from $25 to $60. All nine agencies would need to be onboard to approve this in order for the option to be put in place. It is staff’s understanding at a staff level, all cities have committed to moving this forward but he cannot that all respective Council’s will ultimately approve this. If there is interest in the Council wanting to consider this option rather than a $100,000 increase in the current proposal, this would be brought back at the next meeting for consideration and indicate that we would work with IVHS to work forward to the next step. C/Mahlke asked if the senior discounts would be applicable to the optional fee increases and CM/Fox responded that his understanding is that the senior discount of $10 is for “altered” dogs and would not change. The altered dogs and penalty fees would be the only two fees IVHS would require th e City to implement and Diamond Bar has the option to adjust any of the other fees that may be below market. C/Low asked which fees were currently below market rate and CM/Fox responded that Diamond Bar is about $10 below other cities across the board on licenses. C/Mahlke said she researched this matter earlier today. For Diamond Bar’s unaltered dog license, it is $50 and for Pomona it is $96. Diamond Bar’s current late fee is $25 and Pomona’s is $35. These fees are not consistent throughout the 19 cities and she does not know which cities are currently in negotiations because there are 15 shown on the IVHS website as being served by them. And, there is definitely a range in pricing. C/Chou said this sounds like a subsidized program much like the LLD assessments. CM/Fox explained that the revenues from animal licensing and the services provided by IVHS does not pay for itself and yes, the City contributes for the service 3.1.a Packet Pg. 16 MAY 19, 2020 PAGE 11 CC STUDY SESSION just like it contributes for Public Safety. It has historically been of fset roughly half or slightly better by the licensing fees and with the proposed change that IVHS is asking for, Diamond Bar’s net cost would increase by $100,000 which means the program cost would go up to $292,000. That is certainly much less if it was left to the City to bring the program in house or partner with LA County which would increase the cost even more. MPT/Lyons explained that animal control is a little different than the landscaping districts because animal control handles all animals that might be loose or get hit including coyote or deer which adds benefit in addition to the personal dog licensing. CM/Fox clarified for C/Chou that the original proposal would have had the net cost at $292,000. If Diamond Bar agrees to increase the fees that cost would be reduced to about $200,000 for a savings of about $100,000 over the current program. C/Low asked if it would be possible to get that amount further reduced and CM/Fox said there could be, but each year IVHS canvases communities and with the current situation of the stay-at-home orders he is not sure how much canvasing IVHS would be able to do. The more the City generates in revenue that would offset the net cost. So if Diamond Bar could come up with a fee schedule that generated abou t $400,000 a year, the City would theoretically have no out-of-pocket cost. C/Low asked if staff is aware of what other cities of comparable size pay IVHS and ACM/Santos responded that all cities are different. Costs are based on the number of hours of service that IVHS performs in the community, their residency base is different and the license revenues generated are all different. As an example, the City of Covina recently signed in to IVHS and their contract pricing is somewhat similar to that of Diamond Bar and their residency numbers are somewhat similar to Diamond Bar’s. The difficulty is that all of the cities have different hours and in some cases, pay significantly more and some less based on their residency. It all comes down to what the residents pay for licenses, how much revenue is generated and what the net difference is between the service costs minus the revenue equals the City’s obligation to pay. Diamond Bar’s obligation has obviously gone up, partly because our fees have remained lower relative to the operation costs, some of which are currently being evaluated. CM/Fox said that IVHS is looking for a commitment this week. C/Mahlke asked which nine cities are up for contract renewal. ACM/Santos responded the cities of Claremont, Laverne, Pomona, Montclair, Glendora, Chino and San Dimas in addition to Diamond Bar (plus one unknown). So far, staff understands that the information will be presented to other Council’s pending their decision and each City would have to go back to IVHS and indicate a willingness to at least present this information by the end of this week. Otherwise, the initial option of $292,000 will be implemented for next year. 3.1.a Packet Pg. 17 MAY 19, 2020 PAGE 12 CC STUDY SESSION MPT/Lyons said she was fine with the option of increasing fees on unaltered pets. The owner can make the decision about how to proceed in succeeding years. She suggested that the Council be polled for their input. CM/Fox said that staff was seeking the Council’s input as to whether it wished to pursue that option so that the City can advise IVHS that it will consider increasing the fees in order to bring something back to the City Council’s first meeting in June in order to make that happen. If Diamond Bar fails to get back to IVHS this we ek about the possibility of exercising the fee option, the City would be back to the current proposal that is in the budget of $292,000. M/Tye said that there is concurrence from the Council for staff to make the commitment to IVHS. CM/Fox responded that staff will move forward with an agenda item for the June 2 City Council Meeting to consider the fee increases. FD/Honeywell referred to Community Development where there is a decrease in the contract services based on a decrease in building and permit activity. Facility rentals are basically at a standstill because of the stay-at-home orders. Many who had events scheduled from March to June have rescheduled events for FY 2020/21 but it is assumed that the Diamond Bar Center will not open until fall. The special events canceled for FY2020/21 include the Concerts in the Party, the Halloween Party and the Winter Snow Fest. Staff will be conducting a modified H ealthy Diamond Bar event. Other impacts include day camp being canceled through June 30th and moving forward, looking at a scaled back version of day camp during July and August. FD/Honeywell explained that with respect to Public Works, staff was able to relieve the General Fund a bit by reprogramming $174,000 in professional services over to Measure W for environmental services. Staff is proposing that nearly $433,000 be transferred from the General Fund Reserves in order to true -up what will be needed to take care of the three Lighting & Landscape Districts in FY2020/21. M/Tye said that this continues to grow to where the City spends nearly a half million dollars subsidizing the LLD’s. On Page 7, it states that “use of fund balance reserves was $532,000”. Stopping the subsidy for this would almost completely cover that and asked what was the City doing toward getting this under control. C/Chou stated that he and C/Mahlke serve on the subcommittee to study landscape assessments. They met several weeks ago and reached a consensus to move toward dissolving the district meaning that the City will no longer subsidize the landscaping assessment. At some point this recommendation will be made to the full Council for consideration. However, there is a bit of a timing issue which he referred to CM/Fox to explain. CM/Fox said that the Council has dealt with this issue over the last several years . The direction staff received from the Council when this matter was under consideration was that we were to live within our means. And staff has come to the realization that we cannot do that unless we continue with weed abatement and stop watering everything which means that weeds will continue to grow and there is not much of a happy medium without devastation to the ornamental landscaping. 3.1.a Packet Pg. 18 MAY 19, 2020 PAGE 13 CC STUDY SESSION The number in District No. 38 is a little bit higher than in past year, primarily because they are due for their tree trimming which represents about $62,000. With the November elections coming up and if there is still interest in looking at the sales tax initiative, this is something we might not necessarily want to start doing right away so that efforts can be put well behind the curve on the sales tax initiative and then play catchup if there is still an interest in moving forward with that, which requires outreach and education to the residents, and begin to figure out how we can phase out those systems and start turning stuff over to residents which probably cannot happen until after the beginning of the next calend ar year. And just because we are budgeting it does not mean it all has to be spent at the end of the day. M/Tye asked what was involved in turning these areas back over to the homeowners’ associations. CM/Fox said it would require Council action to a dopt a resolution and notification to all property owners. We know that they were generally unsupportive of increasing the rates and he expects there will be a lot of questions and a lot of information the City will need to share with them and in particular, those property owners that will be inheriting some of these properties. Technically, it is having a meeting and adopting a resolution to dissolve the district. CA/DeBerry said there is a Resolution of Intent that goes out first followed by a resoluti on dissolving the district. Unlike increasing assessments, the majority protest procedure does not apply so the City Council can dissolve a district whether or not the property owners in that district would support the dissolution. C/Mahlke offered that the subcommittee discussed a potential reduction in services but liability wise, felt uncertain about taking that on knowing that if the City had a plan to end it, opening the City to liability in the interim was likely not the best use of the City’s time and energy. FD/Honeywell summarized the use of General Fund Reserves: $100,000 to replace the roof at Heritage Park; subsidize the LLD’s - $433,000; and a portion of the Rainy-Day Fund for a contingency reserve in the amount of $850,000 for a total of about $1.4 million. Staff is proposing to suspend the Reserve Policy Requirements for the OPEB Fund because the City remains well funded at a level of about 68 percent. The COVID-19 Fund will be adopted to segregate costs incurred related to the pandemic. There is no amount budgeted for next year and this fund will be monitored going forward. Funds impacted by this are related to gasoline such as prices and consumption under SB-1 funds that we are reducing and as a result, deferring some street improvement projects. Gas tax revenue will be down which affects the transfer into the General Fund to cover street maintenance costs and road maintenance costs (reduced by $214,000). The budget creates a new fund “Hazard Elimination Grant Fund” for which the City received $45,000 from FEMA to help update plans which will be matche d with $15,000 of General Fund money. The debt service the City pays annually for the Diamond Bar Center is about $864,000 , which is currently about $7.8 million, and staff will be looking at refinance options as interest rates are falling. FD/Honeywell stated that the City is currently paying at a rate of about 3.4 percent. The self - insurance premiums are about $512,000 (liability, crime, pollution, workers’ compensation, etc.). The budget also includes replacement for network servers in the amount of $36,000 and replacement of network gear in the amount of $16,000 (iPads, printers, staff phones and a postage machine replacement, as well as, finish 3.1.a Packet Pg. 19 MAY 19, 2020 PAGE 14 CC STUDY SESSION the ERP system for which the Council previously allocated funds). The roof at the Maple Hill Park restroom facilities will be replaced and there will be some service replacement at Washington Park and in place of doing the poured -in-place rubber surface a wood fiber surface will be used for a savings of $40,000. C/Low asked if the Fund 011 – Community Organization Support Fund (Packet Pg. 16) was being removed. FD/Honeywell said the item was scheduled to be funded at the $20,000 amount in the proposed budget pending further direction from the City Council. C/Mahlke asked if the Chamber received an addit ional $25,000 for help with Restaurant Week in addition to the annual fee of $12,000. MPT/Lyons explained that the way the Chamber helps with Restaurant Week is that they provide publicity and schedule some of their meetings to be held at participating restaurants. The Chamber coordinates with MA/Lopez to put the event together. MPT/Lyons referred to Packet Pg. 63. Under contract Services there is a $200,000 subsidy for transit where the City subsidizes Diamond Bar residents’ monthly Metrolink passes. FD/Honeywell said the subsidy is 20 percent which is one of the higher subsidies in the area, if not the highest level of subsidy. MPT/Lyons wondered if that subsidy could be reduced or eliminated and put that money to use for something the City has decided to expand. FD/Honeywell said this was a discussion for the full Council. C/Chou asked what percentage of the $200,000 was being used . FD/Honeywell responded that it was close to $180,000 in FY 2018-19. It will be lower this year because ridership will be down considerably. C/Low said that to MPT/Lyons point, the question is whether the City is subsidizing transit for nothing because if people are working at home or taking other transportation or reducing their hours of commute, it really is money down the drain. C/Chou said that if people are not using the system the City would not be subsidizing anything. CM/Fox asked if there was interest on the part of Council for reducing the percentage of subsidy from 20 to 15 percent which would be more in line with other cities. C/Chou said he would not touch it. MPT/Lyons said she would like to reduce it more but would settle for 15 percent. 3.1.a Packet Pg. 20 MAY 19, 2020 PAGE 15 CC STUDY SESSION M/Tye felt it merited consideration and C/Low agreed. C/Mahlke said she would be interested in hearing what neighboring cities do, as well. CM/Fox said that Prop A Funds are fairly restrictive and asked FD/Honeywell if savings from that particular line item would help offset some of the General Fund expenses for street improvements, etc. FD/Honeywell said, not necessarily. There could be some Capital Improvement Projects the money could be used for. M/Tye asked if the entire $200,000 was Prop A generate d and FD/Honeywell responded that it was. M/Tye said, so these funds are funneled to the City through Prop A and if we don’t use them for the transit subsidy, we have to use it for something transit related or lose the money. FD/Honeywell said the City does not lose it, it goes into the fund balance. On occasion the City has sold those funds for 75 cents on the dollar. C/Low said that if the funds were not used for the subsidy and they could be sold, she would not touch the Transit Subsidy Program. MPT/Lyons agreed that she would be okay continuing the program. CM/Fox reiterated that if ridership is down, the funds will not be expended and will remain in the account. FD/Honeywell stated that the average cost per month for these passes is in the $50,000 range and last month, the City received a $750 bill. CM/Fox asked for and received Council concurrence to leave the fund as is. C/Low asked if staff had any idea about how many years after this crisis the City will be able to begin replenishing the General Fund/Contingency Fund. CM/Fox explained that staff would be working with FEMA and CalOES to get as much reimbursement as possible. There is legislation proposed that would provide some relief and resources for cities of Diamond Bar’s population that were not included in the first CARES Act which is on Council’s agenda tonight to consider part of that coalition to help advocate for resources, some of which includes loss of revenue. Then it will be a matter of how the City rebuilds and retools its programs and figures out what the new revenue stream is to eventually continue to build back up the reserves and move projects forward. C/Chou stated that he and C/Mahlke were on a call with Congressman Cisneros and he touched on the Heroes Act that was passed by the house. Assumin g it passes through the Senate, Congressman Cisneros said that in this year Diamond Bar would receive $18.5 million and the following year, $9.3 million but he is not holding his breath on whether it will pass through the Senate. C/Low agreed with MPT/Lyons about having regular updates because of the fluidity of the situation and if FD/Honeywell can manage it monthly it would be helpful to the Council. 3.1.a Packet Pg. 21 MAY 19, 2020 PAGE 16 CC STUDY SESSION ADJOURNMENT: With no further business to come before the City Council, M/Tye recessed the Study Session at 6:32 p.m. to the Regular Meeting. Respectfully submitted: __________________________ Kristina Santana, City Clerk The foregoing minutes are hereby approved this 2nd day of June, 2020. __________________________ Steve Tye, Mayor 3.1.a Packet Pg. 22 CITY OF DIAMOND BAR MINUTES OF THE CITY COUNCIL REGULAR MEETING MAY 19, 2020 STUDY SESSION: 4:31 p.m. Public Comments: None FY 2020/2021 Draft Operating Budget Study Session adjourned to the Regular City Council Meeting at 6:32 p.m. CALL TO ORDER: Mayor Tye called the Regular City Council meeting to order at 6:45 p.m. Mayor Tye stated that consistent with COVID-19 regulations, all Council Members and staff are participating via teleconference and there is no physical location for public attendance. The Public has been invited to join the meeting online or by phone at the numbers printed on the agenda. PLEDGE OF ALLEGIANCE: Mayor Tye led the Pledge of Allegiance. ROLL CALL: Council Members Andrew Chou, Ruth Low, Jennifer “Fred” Mahlke, Mayor Pro Tem Nancy Lyons, and Mayor Steve Tye Staff participating telephonically: Dan Fox, City Manager; Ryan McLean, Assistant City Manager; David DeBerry, City Attorney; Ryan Wright, Parks and Recreation Manager; Anthony Santos, Assistant to the City Manager; Hal Ghafari, Public Works Manager; Dianna Honeywell, Director of Finance, Greg Gubman, Director of Community Development; Ryan Wright, Director of Parks and Recreation; Ken Desforges, Director of Information Services; Cecilia Arellano, Public Information Coordinator; Marsha Roa, Public Information Manager; J.R. Ybarra, Media Specialist; Kristina Santana, City Clerk APPROVAL OF AGENDA: As presented. 1. CITY MANAGER REPORTS AND RECOMMENDATIONS: None 2. PUBLIC COMMENTS: CC/Santana announced that no public comments were received via email. Hearing no one present telephonically who indicated they wished to offer comments, M/Tye closed Public Comments. 3. CONSENT CALENDAR: MPT/Lyons moved, C/Mahlke seconded, to approve the Consent Calendar as presented. Motion carried by the following Roll Call vote: 3.1.b Packet Pg. 23 May 19, 2020 PAGE 2 CITY COUNCIL AYES: COUNCIL MEMBERS: Chou, Low, Mahlke, MPT/Lyons, M/Tye NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None 3.1 APPROVED CITY COUNCIL MINUTES: 3.1a APRIL 24, 2020 SPECIAL CITY COUNCIL MEETING. 3.1b MAY 5, 2020 STUDY SESSION MINUTES 3.1c MAY 5, 2020 REGULAR CITY COUNCIL MEETING 3.2 RATIFIED CHECK REGISTER DATED APRIL 23, 2020 THROUGH MAY 6, 2020 TOTALING $1,285,438.32. 3.3 AUTHORIZED THE CITY TO JOIN THE LEAGUE OF CALIFORNIA CITIES COALITION TO SUPPORT LOCAL RECOVERY: VIBRANT CITIES, STRONG ECONOMIES. 3.4 APPROVED FIRST AMENDMENT TO THE CONSULTANT SERVICES AGREEMENT WITH LANCE, SOLL & LUNGHARD, LLP CPA’S FOR AUDIT SERVICES THROUGH THE COMPLETION AND AUDIT OF THE FINANCIAL REPORTS FOR FISCAL YEAR ENDING JUNE 30, 2020. 3.5 APPROVED FIRST AMENDMENT TO THE CONSULTING SERVICES AGREEMENT WITH SIMPSON ADVERTISING FOR SPECIALITY DESIGN SERVICES FOR THE PRODUCTION OF THE CITY NEWSLETTER, RECREATION GUIDE AND MISCELLANEOUS PROJECTS THROUGH JUNE 30, 2020. 4. PUBLIC HEARING: 4.1 APPROVAL OF A COST REPORT AND ESTABLISHMENT OF A SPECIAL ASSESSMENT AND LIEN TO RECOVER NUISANCE ABATEMENT COSTS RELATED TO THE PROPERTY LOCATED AT 21128 SUNWOOD DRIVE (APN: 8719-011-019). CDD/Gubman presented the staff report regarding the code enforcement activity on the unoccupied property located at 21128 Sunwood Drive. The property has a history of Code Enforcement activity going back to 2012. In the summer and fall of 2018, compliance was only obtain ed following issuance of three citations, and by the summer of 2019, the City’s attempts to gain voluntary compliance were no longer effective. On September 18, 2019, a Public Nuisance was declared and the abatement was performed on October 19, 2019. Before and after photos were provided of the work performed in the front and rear yards, and the removal of the inoperable vehicle. Once a nuisance is abated, the City is authorized to seek compensation 3.1.b Packet Pg. 24 May 19, 2020 PAGE 3 CITY COUNCIL for the expenses incurred in performing the abatement. The cost detail of the assessment of $7,473.80 is included in the Resolution. The City sent notice of this Public Hearing via Certified Return Receipt Request and Regular Mail to the property owner listed on the latest tax rolls as well as, through the physical posting of the notice on the subject property. As of May 18, 2020, no Return Receipt had been delivered to City Hall. Staff recommends City Council adoption of the Resolution to Authorize the City to record a Special Assessment of $7,473.80 on the next property tax bill. M/Tye asked if the property taxes were up to date. CDD/Gubman responded that the property taxes are current. M/Tye asked if there was a way to determine who paid the taxes and CDD/Gubman responded that at this point, he believes he has a strong lead that would lead staff to that answer. M/Tye asked the status of the property today. CDD/Gubman responded that the property is being maintained in a weed - free condition. He visited the property earlier today to check its current state and the weeds are cut down. M/Tye asked if staff knew who was cutting weeds. CDD/Gubman responded staff did not know. MPT/Lyons said she assumed this would not magically resolve itself and that staff would be visiting the property from time to time to make sure the property is being taken care of. CDD/Gubman responded that staff would continue to periodically conduct site visits and it is possible that based on past recidivism with other unmaintained properties, staff will have to come back and do another abatement in the future. M/Tye announced that due to numerous telephonic interruptions he was recessing the meeting and asked that Council Members dial back in. After a brief interruption, M/Tye resumed the meeting . CC/Santana called roll noting all Council Members were present. M/Tye opened the Public Hearing. 3.1.b Packet Pg. 25 May 19, 2020 PAGE 4 CITY COUNCIL With no one present including the property owner (Greg and Mary Gardner) indicating they wished to speak on this item, M/Tye closed the Public Hearing at 7:13 p.m. C/Malke moved, C/Low seconded, to adopt Resolution No. 2020-13, approving the cost report and establishing a Special Assessment and lien in the amount of $7,473.80 on the property located at 21128 Sunwood Drive. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chou, Low, Mahlke, MPT/Lyons, M/Tye NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None 5. COUNCIL CONSIDERATION: NONE 6. COUNCIL SUBCOMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: Due to continued uncontrollable telephonic interruptions MPT/Lyons suggested that Council Members submit their comments in writing and that M/Tye adjourn the meeting. The following statements were submitted by Council Members in writing: Council Member Low: It is now appropriate to do as much as we can to help our local businesses get back on their feet and to make appropriate preparations on the City’s part. Local restaurants are a priority. Correct me if I’m wrong, but I believe that restaurants will be allowed to serve dine in customers again but will be subject to distancing orders. That said, many restaurants will only be able to serve a fraction of the number of customers they used to serve. I am suggesting that we assist them by permitting restaurants to expand to outdoor spaces, including sidewalks and parking lots as long as it is safe from vehicle traffic and other hazards. I would like us to consider granting temporary variances for outdoor dining without application fees, p lanning commission approvals and to minimize the application process. I would like us to provide barriers to assist with mitigating traffic if we have these items already, or look into grant opportunities. Perhaps we can reach out to our restaurants to inquire if there is any such interest in such a proposal. Likewise, when retail stores can open again, I would like to suggest that we create events and/or allow for sidewalk d isplays and sales so that our retail stores can comply with distancing rules and to generate business. Again, the city could help by granting temporary variances and waiving fees and other application processes, and provide traffic mitigation and safety. Perhaps we can look at providing hand washing stations at various locations. When we help our businesses, we help ourselves, our residents, and our community. Thank you and good night. 3.1.b Packet Pg. 26 May 19, 2020 PAGE 5 CITY COUNCIL Council Member Mahlke: I was honored to be a part of Cal Poly Pomon a’s Department of Communication Graduation ceremony this past Friday night. Go Broncos! This was a student planned virtual event highlighting not only the accomplishments of the graduating seniors, but the resilience of them as well. For me this was an emotional and beautiful reminder to find ways to celebrate accomplishments even if they look different. Memorial Day is always the last Monday in May. This is a holiday that honors the men women who died while serving in the US military. I like to encourage the residents of Diamond Bar, if you are inclined, to participate in a moment of remembrance at 3 :00 p.m. on Monday 5/25 to honor those that have paid the ultimate sacrifice. American short story writer, Cynthia Ozick stated "We take for granted the very things that most deserve our gratitude." As we continue forward working to keep Diamond Bar safe, I hope that we don’t take for granted things like our neighbors, our community, our small businesses, and that we approach each new day as an opportunity to be grateful. Mayor Pro Tem Lyons: I have been thinking a lot about all of our unique restaurants; most of them aren’t chain restaurants; they are charming one of a kind. I am concerned about their profitability with our new 6’ social distance rules. But I do believe that at least some of them could be profitable if they were allowed to have outside seating in their parking lots. I would like to ask staff to investigate how to make this work. Do the restaurants need special permits to do this? Can they put temporary seating in outside, 6 feet apart? Can they do something simple like cordon off the seating area with caution tape? What can we do to help them? What does the rest of the council think? On Wednesday, May 6 the Council had a conference call with the DOT to encourage them to look with favor upon our INFRA Grant application for the fix of the 57-60 Chokepoint. Staff answered their questions and we provided a lot of enthusiasm for getting the funding needed to fix this. Last week the City Selection Committee met and I am pleased to inform my colleagues that I was re-elected to the Library Commission representing the 4th Supervisorial District. Like to thank Finance Director, Diana Honeywell for all of her work on the budget and for patiently answering my many questions. Congratulations to Ryan Lewis a Diamond Bar resident who recently achieved Eagle Scout status. He completed a beautification project at Pantera Park. Even though we didn’t get to at tend your Eagle Court of Honor, Ryan, know that we are very proud of your achievement and Diamond Bar is a better place because of you. Finally I would like to take a minute and recognize Mayor Tye for all of his hard work during our Covid -19 Crises. I think he has done an admirable job of conducting these meetings. I can’t imagine how hard it must be to conduct council meetings when you can’t see anyone’s face. So Mayor Tye, nice work; keep it up! ADJOURNMENT: With no further business to conduct, M/Tye adjourned the Regular City Council Meeting at 7:16 p.m. 3.1.b Packet Pg. 27 May 19, 2020 PAGE 6 CITY COUNCIL Respectfully submitted: __________________________ Kristina Santana, City Clerk The foregoing minutes are hereby approved this 2nd day of June, 2020. __________________________ Steve Tye, Mayor 3.1.b Packet Pg. 28 Agenda #: 3.2 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CITY COUNCIL RECEIPT OF COMMISSION MINUTES. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Receive and file the February 25, 2020 and April 28, 2020 regular meeting minutes of the Planning Commission. FINANCIAL IMPACT: None. BACKGROUND/DISCUSSION: It is the practice to provide the City Council with approved Commission meeting minutes. The Planning Commission minutes of February 25, 2020 and April 28, 2020 have been approved and are being transmitted to the Council for your information. PREPARED BY: REVIEWED BY: Attachments: 1. 3.2.a February 25, 2020 Planning Commission Minutes 2. 3.2.b April 28, 2020 Planning Commission Minutes 3.2 Packet Pg. 29 3.2.a Packet Pg. 30 3.2.a Packet Pg. 31 3.2.a Packet Pg. 32 3.2.a Packet Pg. 33 3.2.a Packet Pg. 34 3.2.a Packet Pg. 35 3.2.a Packet Pg. 36 3.2.a Packet Pg. 37 3.2.a Packet Pg. 38 3.2.a Packet Pg. 39 3.2.a Packet Pg. 40 3.2.b Packet Pg. 41 3.2.b Packet Pg. 42 3.2.b Packet Pg. 43 3.2.b Packet Pg. 44 3.2.b Packet Pg. 45 3.2.b Packet Pg. 46 Agenda #: 3.3 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: RATIFICATION OF CHECK REGISTER DATED MAY 7, 2020 THROUGH MAY 20, 2020 TOTALING $634,455.70. STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Ratify the Check Register. FINANCIAL IMPACT: Expenditure of $634,455.70. BACKGROUND/DISCUSSION: The City has established the policy of issuing accounts payable checks on a weekly basis with City Council ratification at the next scheduled City Council Meeting. The attached check register containing checks dated May 7, 2020 through May 20, 2020 totaling $634,455.70 is being presented for ratification. All payments have been made in compliance with the City’s purchasing policies and procedu res, and have been reviewed and approved by the appropriate departmental staff . The attached Affidavit affirms that the check register has been audited and deemed accurate by the Finance Director. PREPARED BY: 3.3 Packet Pg. 47 REVIEWED BY: Attachments: 1. 3.3.a Check Register Affidavit 6-2-2020 2. 3.3.b Check Register 6-2-2020 3.3 Packet Pg. 48 3.3.a Packet Pg. 49 SUNGARD PENTAMATION INC PAGE NUMBER: 1DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132620 05/20/20 AIRGASUS AIRGAS INC 0015556 CYLINDER ARGON 0.00 7.7410100 132620 05/20/20 AIRGASUS AIRGAS INC 0015350 SUPPLIES-HELIUM 0.00 90.00TOTAL CHECK 0.00 97.7410100 132621 05/20/20 AMERICOM AMERICOMP GROUP 0014070 TONER FOR PRINTERS 0.00 1,927.1110100 132622 05/20/20 BECEADRI ADRIAN BECERRA 001 FACILITY REFUND 0.00 1,000.0010100 132623 05/20/20 EVERGREE ROBYN A BECKWITH 0015333 PLANT MAINT-DBC 0.00 200.0010100 132623 05/20/20 EVERGREE ROBYN A BECKWITH 0015556 PLANT MAINT-HERITAGE 0.00 135.0010100 132623 05/20/20 EVERGREE ROBYN A BECKWITH 0014093 PLANT MAINT-CITY HALL 0.00 325.0010100 132623 05/20/20 EVERGREE ROBYN A BECKWITH 0014093 PLANT MAINT-LIBRARY 0.00 107.00TOTAL CHECK 0.00 767.0010100 132624 05/20/20 BESTLTG BEST LIGHTING PRODUCTS I 0015556 ADDL MAINT SVCS-PARKS 0.00 2,991.1310100 132625 05/20/20 VALLEYCR BRIGHTVIEW LANDSCAPE SER 0015333 LANDSCAPE MAINT-APR 0.00 6,044.0010100 132625 05/20/20 VALLEYCR BRIGHTVIEW LANDSCAPE SER 0015556 LANDSCAPE MAINT-APR 0.00 29,719.0010100 132625 05/20/20 VALLEYCR BRIGHTVIEW LANDSCAPE SER 0015556 ADDL MAINT SVCS-YMCA 0.00 2,603.64TOTAL CHECK 0.00 38,366.6410100 132626 05/20/20 CARDCONN CARDCONNECT 0015350 EQ RENTAL-C/CARD 0.00 125.0010100 132627 05/20/20 CAREFORT CARE FOR THE CHILDREN 001 REFUND-PR 2020-0291 0.00 1,000.0010100 132628 05/20/20 CHEMPROL CHEM PRO LABORATORY INC 0014093 WATER TREATMENT SVCS 0.00 155.0010100 132629 05/20/20 REINBERG CNC PRINTWERKS 0014030 BUS CARDS-H GHAFARI 0.00 86.5110100 132630 05/20/20 CRISTALE JEFF CRISTALES 001 FACILITY REFUND 0.00 161.7810100 132631 05/20/20 DAVIDEVA DAVID EVANS AND ASSOCIAT 001 PROF.SVCS-PL 2017-169 0.00 48.0010100 132631 05/20/20 DAVIDEVA DAVID EVANS AND ASSOCIAT 001 PROF.SVCS-PL 2019-042 0.00 223.5010100 132631 05/20/20 DAVIDEVA DAVID EVANS AND ASSOCIAT 001 PROF.SVCS-PL 2019-77 0.00 844.25TOTAL CHECK 0.00 1,115.7510100 132632 05/20/20 DENNISCA CAROL A DENNIS 0014030 PROF.SVCS-CNCL MTG AP 0.00 475.0010100 132633 05/20/20 DIANACHO DIANA CHO 2505510 CDBG SVCS-ADA RAMPS 0.00 1,599.0010100 132634 05/20/20 SPARKLET DS SERVICES OF AMERICA I 0015556 EQ RENTAL-S/CYN PK 0.00 12.0010100 132634 05/20/20 SPARKLET DS SERVICES OF AMERICA I 0015556 EQ RENTAL-S/CYN PK 0.00 12.00TOTAL CHECK 0.00 24.0010100 132635 05/20/20 DUNNEDWA DUNN EDWARDS CORPORATION 0015556 SUPPLIES-PARKS 0.00 68.9310100 132635 05/20/20 DUNNEDWA DUNN EDWARDS CORPORATION 0015230 SUPPLIES-CODE ENFOR 0.00 68.94TOTAL CHECK 0.00 137.8710100 132636 05/20/20 DUNNSFEN DUNN’S FENCE COMPANY 0015556 TEMP RENTAL FENCE 0.00 2,217.5010100 132636 05/20/20 DUNNSFEN DUNN’S FENCE COMPANY 0015556 TEMP RENTAL FENCE 0.00 2,660.00TOTAL CHECK 0.00 4,877.503.3.bPacket Pg. 50 SUNGARD PENTAMATION INC PAGE NUMBER: 2DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132637 05/20/20 DUTTARUN ARUN DUTT 001 FACILITY REFUND 0.00 1,941.0310100 132638 05/20/20 ECOFERTI ECOFERT INC 0015556 FERTIGATION SVCS-LRBR 0.00 310.0010100 132638 05/20/20 ECOFERTI ECOFERT INC 0015556 FERTIGATION SVCS-PNTR 0.00 840.00TOTAL CHECK 0.00 1,150.0010100 132639 05/20/20 PROFORMA ELEMENT 7, LLC 1155515 PROMO SUPPLIES-E/DAY 0.00 2,522.0410100 132640 05/20/20 EXTERIOR EXTERIOR PRODUCTS CORP 0015556 HOLIDAY DECOR 2019 0.00 11,518.5010100 132641 05/20/20 EXTERMIN EXTERMINETICS OF SO CAL 0015333 PEST CONTROL-DBC 0.00 115.0010100 132642 05/20/20 FOOTBUIL FOOTHILL BUILDING MATERI 0014440 SUPPLIES-SAND BAGS 0.00 469.1010100 132643 05/20/20 FRONTIER FRONTIER COMMUNICATIONS 0014070 PH.SVCS-SRST CH 1 0.00 361.6310100 132643 05/20/20 FRONTIER FRONTIER COMMUNICATIONS 0014070 PH.SVCS-ANALOG EMERG 0.00 775.00TOTAL CHECK 0.00 1,136.6310100 132644 05/20/20 GARCIAER ERIKA GARCIA 001 FACILITY REFUND 0.00 1,760.2810100 132645 05/20/20 GOVCONNE GOVCONNECTION INC 0014070 SUPPLIES-I.T. 0.00 97.9510100 132645 05/20/20 GOVCONNE GOVCONNECTION INC 0014070 SUPPLIES-I.T. 0.00 164.2510100 132645 05/20/20 GOVCONNE GOVCONNECTION INC 0014070 ESET LICENSES-I.T. 0.00 1,121.90TOTAL CHECK 0.00 1,384.1010100 132646 05/20/20 GRAFFITI GRAFFITI CONTROL SYSTEMS 0015230 GRAFFITI REMOVAL SVCS 0.00 3,025.0010100 132647 05/20/20 GRANTKAT KATIE GRANT 001 RECREATION REFUND 0.00 1,130.0010100 132648 05/20/20 HOMEDEPO HOME DEPOT CREDIT SERVIC 0015333 SUPPLIES-DBC 0.00 251.0010100 132648 05/20/20 HOMEDEPO HOME DEPOT CREDIT SERVIC 0015556 SUPPLIES-PARK MAINT 0.00 591.55TOTAL CHECK 0.00 842.5510100 132649 05/20/20 BEEREMOV HONEYCOTT INC 0015556 BEE REMOVAL-WSHNGTN P 0.00 118.0010100 132649 05/20/20 BEEREMOV HONEYCOTT INC 0015556 BEE REMOVAL SVCS-PK 0.00 118.0010100 132649 05/20/20 BEEREMOV HONEYCOTT INC 0015333 BEE REMOVAL SVCS-DBC 0.00 119.00TOTAL CHECK 0.00 355.0010100 132650 05/20/20 AOS INTEGRUS LLC 0014070 COPY SVCS-MAR/APR 0.00 226.1810100 132651 05/20/20 ITERIS ITERIS INC 0015551 ENG ON CALL SVCS-APR 0.00 2,135.0010100 132652 05/20/20 JALEELMO MOHAMMED JALEEL 001 FACILITY REFUND 0.00 2,535.0010100 132653 05/20/20 JAMBHEKA SHRIRANG JAMBHEKAR 001 FACILITY REFUND 0.00 1,648.3410100 132654 05/20/20 JONESKEV KEVIN D JONES 0015551 CONSULTANT SVCS-APR 0.00 4,000.0010100 132655 05/20/20 KOJAY JAY KO 001 FACILITY REFUND 0.00 4,917.6610100 132656 05/20/20 LIEBERTC LIEBERT CASSIDY WHITMORE 0014020 LEGAL SVCS-H/R 0.00 114.003.3.bPacket Pg. 51 SUNGARD PENTAMATION INC PAGE NUMBER: 3DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132657 05/20/20 LASASSOC LOCAL AGENCY ENGINEERING 0015551 CONSULTING SVCS-ENG 0.00 14,850.0010100 132658 05/20/20 LOOMIS LOOMIS 0014050 COURIER SVCS-APR 20 0.00 314.1610100 132658 05/20/20 LOOMIS LOOMIS 0015333 COURIER SVCS-APR 20 0.00 314.16TOTAL CHECK 0.00 628.3210100 132659 05/20/20 LACASSES LOS ANGELES COUNTY ASSES 0014070 SBF ABSTRACT DATA-GIS 0.00 64.0010100 132660 05/20/20 MARTIANT ANTOINETTE MARTINEZ 001 FACILITY REFUND 0.00 4,910.2210100 132661 05/20/20 MCECORPO MCE CORPORATION 1385538 ADDL MAINT SVCS 0.00 8,501.0910100 132661 05/20/20 MCECORPO MCE CORPORATION 1385538 MONTHLY MAINT SVCS 0.00 5,002.0010100 132661 05/20/20 MCECORPO MCE CORPORATION 1415541 MONTHLY MAINT SVCS 0.00 5,673.0010100 132661 05/20/20 MCECORPO MCE CORPORATION 1395539 MONTHLY MAINT SVCS 0.00 17,373.0010100 132661 05/20/20 MCECORPO MCE CORPORATION 0015554 RIGHT OF WAY SVCS 0.00 949.4410100 132661 05/20/20 MCECORPO MCE CORPORATION 0015554 VEGETATION CONTROL 0.00 14,959.96TOTAL CHECK 0.00 52,458.4910100 132662 05/20/20 MEDINAMI MICHAEL MEDINA 001 RECREATION REFUND 0.00 865.0010100 132663 05/20/20 MERCCHRI CHRISTINA MERCADO 001 FACILITY REFUND 0.00 5,720.0010100 132664 05/20/20 METROLIN METROLINK 1125553 METROLINK PASSES-SR 0.00 267.7510100 132664 05/20/20 METROLIN METROLINK 1125553 CITY SUBSIDY-SR 0.00 267.7510100 132664 05/20/20 METROLIN METROLINK 1125553 CITY SUBSIDY-APR 0.00 464.8010100 132664 05/20/20 METROLIN METROLINK 1125553 METROLINK PASSES-APR 0.00 1,859.20TOTAL CHECK 0.00 2,859.5010100 132665 05/20/20 MILLERBR BRANDI MILLER 001 RECREATION REFUND 0.00 700.0010100 132666 05/20/20 MNSENGIN MNS ENGINEERS INC 2505510 DESIGN SVCS-DBB STSCP 0.00 20,045.0610100 132667 05/20/20 MYINTSAI SAI MYINT 001 REFUND-PL 2017-11 0.00 345.4810100 132668 05/20/20 ONYXPAVI ONYX PAVING COMPANY INC 250 RETENTIONS PAYABLE 0.00 2,750.0010100 132669 05/20/20 ORTEGAAN ANITA ORTEGA 001 REFUND-PL 2019-158 0.00 697.4310100 132670 05/20/20 PAIGEJEF JEFF PAIGE 001 FACILITY REFUND 0.00 758.7110100 132671 05/20/20 PARENTRE REIME PARENT 001 FACILITY REFUND 0.00 288.8610100 132672 05/20/20 PARKEWIL WILLIAM PARKE 001 FACILITY REFUND 0.00 1,145.1110100 132673 05/20/20 PEREZTIM TIMOTHY J PEREZ 0014030 DATABASE ADMIN-I.T. 0.00 2,857.5010100 132674 05/20/20 PROFLOCK PROFESSIONAL LOCK SYSTEM 0014070 EQ-I.T. 0.00 3,055.0010100 132675 05/20/20 PROMLAPY YENTA PROMLAP 001 REFUND-PL 2017-128 0.00 203.4710100 132676 05/20/20 PUBLICST PUBLIC STORAGE #23051 0014030 STORAGE RENTAL-JUNE 0.00 457.003.3.bPacket Pg. 52 SUNGARD PENTAMATION INC PAGE NUMBER: 4DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132677 05/20/20 PYROCOMM PYRO COMM SYSTEMS INC 0015333 ALARM SVCS-DBC 0.00 135.0010100 132678 05/20/20 QUADIENT QUADIENT FINANCE USA INC 0014030 EQ RENTAL-POSTAGE 0.00 709.5610100 132679 05/20/20 QUANTERR TERRI-LYNN QUAN 001 RECREATION REFUND 0.00 697.2010100 132680 05/20/20 QUINNREN QUINN RENTAL SERVICES 0014093 EQ RENTAL-CITY HALL 0.00 1,602.5410100 132680 05/20/20 QUINNREN QUINN RENTAL SERVICES 0015333 EQ RENTAL-DBC 0.00 1,602.55TOTAL CHECK 0.00 3,205.0910100 132681 05/20/20 RFDICKSO R F DICKSON COMPANY INC 0015554 ST SWEEPING SVCS-APR 0.00 11,765.9210100 132682 05/20/20 RETAILMA RETAIL MARKETING SERVICE 1155515 SHOPPING CART RETRVL 0.00 235.0010100 132683 05/20/20 RODRLORE LORENA RODRIGUEZ 001 FACILITY REFUND 0.00 2,905.0010100 132684 05/20/20 RKACONSU RKA CONSULTING GROUP 0015220 BLDG & SFTY SVCS-MAR 0.00 35,904.5610100 132685 05/20/20 SGVCG SAN GABRIEL VALLEY COUNC 0015551 VMT ANALYSIS-SB743 0.00 12,229.0010100 132686 05/20/20 SCFUELS SC FUELS 5204093 FUEL-POOL VEH 0.00 30.3610100 132686 05/20/20 SCFUELS SC FUELS 5205230 FUEL-CODE ENFOR 0.00 71.7810100 132686 05/20/20 SCFUELS SC FUELS 5205556 FUEL-PKS/FACILITIES 0.00 610.9010100 132686 05/20/20 SCFUELS SC FUELS 5205554 FUEL-RD MAINT 0.00 769.32TOTAL CHECK 0.00 1,482.3610100 132687 05/20/20 SCHAFERC SCHAFER CONSULTING 5304070 CONSULTING SVCS-ERP 0.00 6,897.5010100 132688 05/20/20 SHIINTER SHI INTERNATIONAL CORP 5304070 PROJECTOR LAMPS-DBC 0.00 519.9710100 132689 05/20/20 SITEIMPR SITEIMPROVE INC 0014070 ANNL MAINT SVCS-P/INF 0.00 5,922.5010100 132690 05/20/20 SOCALSAN SO CAL INDUSTRIES 0015556 EQ RENTAL-PANTERA PK 0.00 797.6610100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 99.2510100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 1385538 ELECT SVCS-DIST 38 0.00 12.4110100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015556 ELECT SVCS-PARK 0.00 17.9210100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 1415541 ELECT SVCS-DIST 41 0.00 24.9610100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 49.8410100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 96.7310100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 234.4710100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 442.1010100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015554 ELECT SVCS-T/CONTROL 0.00 825.1810100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 1385538 ELECT SVCS-DIST 38 0.00 23.4810100 132691 05/20/20 SCE SOUTHERN CALIFORNIA EDIS 0015333 ELECT SVCS-DBC 0.00 2,935.43TOTAL CHECK 0.00 4,761.7710100 132692 05/20/20 ADELPHIA SPECTRUM BUSINESS 0014070 PH.SVCS-DBC 0.00 238.8610100 132692 05/20/20 ADELPHIA SPECTRUM BUSINESS 0014070 PH.SVCS-HERITAGE PK 0.00 264.9810100 132692 05/20/20 ADELPHIA SPECTRUM BUSINESS 0014070 PH.SVCS-CITY HALL 0.00 867.05TOTAL CHECK 0.00 1,370.893.3.bPacket Pg. 53 SUNGARD PENTAMATION INC PAGE NUMBER: 5DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132693 05/20/20 STERICYC STERICYCLE INC 1155515 COLLECTIONS-C/HALL 0.00 1,024.1710100 132694 05/20/20 THECOMDY THE COMDYN GROUP INC 0014070 CONSULTING SVCS-GIS 0.00 1,787.1810100 132695 05/20/20 SCGAS THE GAS COMPANY 0014093 GAS SVCS-CITY HALL 0.00 350.6710100 132696 05/20/20 SGVT THE SAN GABRIEL VALLEY N 001 LEGAL ADS-PL 2018-100 0.00 537.5010100 132697 05/20/20 TAITDAVI THE TAIT GROUP INC 0015551 CONSULTING SVCS-APR 2 0.00 6,300.0010100 132698 05/20/20 TOLARMAN TOLAR MANUFACTURING COMP 2505510 FOOTHILL TRNST BUS ST 0.00 7,480.0010100 132699 05/20/20 JACKSONS TRADITIONAL AUTO SUPPLY 5205556 VEH MAINT-P/WORKS 0.00 91.9810100 132700 05/20/20 TYLERTEC TYLER TECHNOLOGIES INC 5304070 ERP IMPLEMENTATION 0.00 6,926.9710100 132700 05/20/20 TYLERTEC TYLER TECHNOLOGIES INC 5304070 ERP IMPLEMENTATION 0.00 8,400.00TOTAL CHECK 0.00 15,326.9710100 132701 05/20/20 WALNUTHI WALNUT HILLS FIRE PROTEC 0015333 EXTINGUISHER SVCS-DBC 0.00 175.4010100 132701 05/20/20 WALNUTHI WALNUT HILLS FIRE PROTEC 0014093 EXTINGUISHER SVCS-LBR 0.00 183.9210100 132701 05/20/20 WALNUTHI WALNUT HILLS FIRE PROTEC 0015556 EXTINGUISHER SVCS-PKS 0.00 235.9210100 132701 05/20/20 WALNUTHI WALNUT HILLS FIRE PROTEC 5205556 EXTINGUISHER SVCS-C/V 0.00 287.9210100 132701 05/20/20 WALNUTHI WALNUT HILLS FIRE PROTEC 0014093 EXTINGUISHER SVCS-C/H 0.00 326.54TOTAL CHECK 0.00 1,209.7010100 132702 05/20/20 WVUSD WALNUT VALLEY UNIFIED SC 0015350 GYM RENTAL-JAN-MAR 20 0.00 567.0010100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 1385538 WATER SVCS-DIST 38 0.00 509.7110100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 0015556 WATER SVCS-PARKS 0.00 1,303.0210100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 1415541 WATER SVCS-DIST 41 0.00 2,044.4810100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 0015333 WATER SVCS-DBC 0.00 230.7710100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 1415541 WATER SVCS-DIST 41 0.00 260.6010100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 0014093 WATER SVCS-C/HALL 0.00 522.9310100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 1395539 WATER SVCS-DIST 39 0.00 3,145.6310100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 1385538 WATER SVCS-DIST 38 0.00 4,223.7510100 132703 05/20/20 WVWATER WALNUT VALLEY WATER DIST 0015556 WATER SVCS-PARKS 0.00 7,072.64TOTAL CHECK 0.00 19,313.5310100 132704 05/20/20 WAXIESAN WAXIE SANITARY SUPPLY 0015333 MEMO CREDIT-DBC 0.00 -77.0910100 132704 05/20/20 WAXIESAN WAXIE SANITARY SUPPLY 0015333 SUPPLIES-DBC 0.00 93.93TOTAL CHECK 0.00 16.8410100 132705 05/20/20 WESTCOAS WEST COAST ARBORISTS INC 0015558 TREE MAINT SVCS-APR 0.00 510.0010100 132705 05/20/20 WESTCOAS WEST COAST ARBORISTS INC 0015558 TREE MAINT SVCS-APR 0.00 9,458.0010100 132705 05/20/20 WESTCOAS WEST COAST ARBORISTS INC 0015558 TREE MAINT SVCS-APR 0.00 1,390.00TOTAL CHECK 0.00 11,358.0010100 132706 05/20/20 WILLSTEV STEVE WILLIAMS 125 RETENTIONS PAYABLE 0.00 -1,218.7510100 132706 05/20/20 WILLSTEV STEVE WILLIAMS 1255215 HIP PROJ-1731 K/CREST 0.00 24,375.00TOTAL CHECK 0.00 23,156.2510100 132707 05/20/20 WONINSOO INSOOK WON 001 RECREATION REFUND 0.00 20.003.3.bPacket Pg. 54 SUNGARD PENTAMATION INC PAGE NUMBER: 6DATE: 05/20/2020 CITY OF DIAMOND BAR ACCTPA21TIME: 10:36:02 CHECK REGISTER - DISBURSEMENT FUNDSELECTION CRITERIA: transact.ck_date between ’20200507 00:00:00.000’ and ’20200520 00:00:00.000’ACCOUNTING PERIOD: 11/20 FUND - 001 - GENERAL FUND CASH ACCT CHECK NO ISSUE DT VENDOR NAME FUND/DIVISION -----DESCRIPTION------ SALES TAX AMOUNT10100 132708 05/20/20 WUJENNY JENNY WU 001 RECREATION REFUND 0.00 165.0010100 132709 05/20/20 ZHULIINC ZHILI INC 001 FACILITY REFUND 0.00 512.0810100 PP10/20A 05/15/20 PERSRETI PERS RETIREMENT FUND 001 RETIRE CONTRIB-PEPRA 0.00 4,460.9210100 PP10/20A 05/15/20 PERSRETI PERS RETIREMENT FUND 001 RETIRE CONTRIB-CLASSIC 0.00 29,378.6110100 PP10/20A 05/15/20 PERSRETI PERS RETIREMENT FUND 001 SURVIVOR BENEFIT 0.00 53.94TOTAL CHECK 0.00 33,893.4710100 PP10/20B 05/15/20 VANTAGEP VANTAGEPOINT TRNSFR AGNT 001 5/15/20-PTS CONTRIBUTI 0.00 443.6710100 PP10/20B 05/15/20 VANTAGEP VANTAGEPOINT TRNSFR AGNT 001 5/15/20-P/R DEDUCTIONS 0.00 7,314.4810100 PP10/20B 05/15/20 VANTAGEP VANTAGEPOINT TRNSFR AGNT 001 5/15/20-LOAN DEDUCTION 0.00 3,373.14TOTAL CHECK 0.00 11,131.2910100 PP10/20C 05/15/20 TASC TASC 001 5/15/20-P/R DEDUCTIONS 0.00 1,707.1010100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 001 P/R TRANSFER-10/PP 20 0.00 176,752.1110100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 112 P/R TRANSFER-10/PP 20 0.00 3,137.2010100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 113 P/R TRANSFER-10/PP 20 0.00 2,286.5310100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 115 P/R TRANSFER-10/PP 20 0.00 7,101.2810100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 025 P/R TRANSFER-10/PP 20 0.00 3,504.3810100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 138 P/R TRANSFER-10/PP 20 0.00 1,245.4610100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 139 P/R TRANSFER-10/PP 20 0.00 724.7210100 PP10/20D 05/15/20 PAYROLL PAYROLL TRANSFER 141 P/R TRANSFER-10/PP 20 0.00 724.72TOTAL CHECK 0.00 195,476.40TOTAL CASH ACCOUNT 0.00 634,455.70TOTAL FUND 0.00 634,455.70TOTAL REPORT 0.00 634,455.703.3.bPacket Pg. 55 Agenda #: 3.4 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: TREASURER'S STATEMENT STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Approve the April 2020 Treasurer’s Statement. FINANCIAL IMPACT: None. BACKGROUND/DISCUSSION: Consistent with City policy, the Finance Department presents the monthly Treasurer’s Statement to the City Council for review and approval. This statement shows the cash balances with a breakdown of various investment accounts and the yield to maturity from investments. This statement also includes an investment portfolio management report which details the activities of investments. All investments have been made in accordance with the City’s Investment Policy. PREPARED BY: 3.4 Packet Pg. 56 REVIEWED BY: Attachments: 1. 3.4.a April 2020 Treasurer's Statement 2. 3.4.b April 2020 Investment Portfolio 3.4 Packet Pg. 57 3.4.a Packet Pg. 58 3.4.a Packet Pg. 59 3.4.b Packet Pg. 60 3.4.b Packet Pg. 61 3.4.b Packet Pg. 62 3.4.b Packet Pg. 63 3.4.b Packet Pg. 64 Agenda #: 3.5 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: AMENDMENTS TO THE CITY’S PERSONNEL RULES AND REGULATIONS EFFECTIVE JUNE 2, 2020. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Adopt Resolution No. 2020-14, amending the City's Personnel Rules and Regulations effective June 2, 2020. FINANCIAL IMPACT: No financial impact. BACKGROUND/DISCUSSION: A draft of the updated Personnel Rules and Regulations was first brought forward for City Council consideration on April 21, 2020. During the April 21, 2020 City Council meeting, a few sections were identified for further discussion: Rule V, Section 4 - Merit Step Advancement; Rule VIII, Section 7 - Criminal Background Checks (Livescans); Rule V, Section 23 - Performance Pay; and Rule XIII, Section 1 - Holidays. The City Council continued the item and held a Study Session on May 5, 2020 to further discuss these four sections and other items. The City’s Municipal Code 2.20.050, entitled “Adoption and Amendment of Rules and Regulations”, states that the Personnel Rules and Regulations shall be adopted by Resolution of the City Council. The purpose of these rules is to facilitate efficient and economical services to the public and to establish lawful procedures for dealing with personnel matters. The last time the City Council reviewed and approved changes to the Personnel Rules and Regulations was on March 1, 2016. During that update, there were significant changes that included legal updates, clarification of policies, addition of missing policies or procedures and grammatical corrections. Since the comprehensive update in 2016, the Personnel Rules and Regulations will 3.5 Packet Pg. 65 require periodic maintenance from time to time to update minor adjustm ents to policies to reflect public personnel best practices and to clarify language in the document to ease the implementation and administration of the rules and regulations. The proposed changes to the Personnel Rules and Regulations were made with these points in mind, in addition to, the City Council’s strategic direction to create and sustain a high performing organization. Based on direction received at May 5, 2020 Study Session, the City’s Personnel Rules and Regulations have been updated to reflect gender neutral pronouns throughout the document, and revisions have been made to the “Holidays” section as detailed below. A copy of the April 21, 2020 staff report that identified the more substantive changes in the proposed Personnel Rules and Regulations as well as a full-length redlined copy of the Personnel Rules and Regulations are both attached hereto. Rule XIII, Section 1. Holidays – This section has been added to allow employees to convert holidays hours to a floating holiday if they are scheduled to work on a City observed holiday. Employees would be allowed to use the floating hours at a later time when mutually convenient between them and the City in accordance with the existing Floating Holiday leave provisions. In summary, the proposed changes to the Personnel Rules and Regulations have been made with careful attention to detail and to provide a robust and contemporary living document that can be utilized for internal administration of personnel matters and implemented in an efficient and economical manner by the City Manager. LEGAL REVIEW: The proposed changes to the Personnel Rules and Regulations were reviewed and approved by the City Attorney prior to presentation to the City Council as per the City’s Municipal Code 2.20.030 (3). PREPARED BY: REVIEWED BY: Attachments: 3.5 Packet Pg. 66 1. 3.5.a Resolution No. 2020-14 2. 3.5.b Personnel Rules and Regulations 2020 Redlined 3. 3.5.c CC Staff Report 4.21.20 3.5 Packet Pg. 67 RESOLUTION NO. 2020-14 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, AMENDING THE CITY’S PERSONNEL RULES AND REGULATIONS EFFECTIVE JUNE 2, 2020. WHEREAS, the City Council of the City of Diamond Bar adopted Resolution No. 2016-06 on March 1, 2020, approving Personnel Rules and Regulations; and WHEREAS, the purpose of the Personnel Rules and Regulations is to facilitate efficient and economical services to the public and to establish lawful procedures for dealing with personnel matters; and WHEREAS, it is necessary from time to time to update the Personnel Rules and Regulations; and WHEREAS, the Personnel Rules and Regulations do not create any contract of employment, expressed or implied, or any rights in the nature of a contract; and WHEREAS, with the adoption of this Resolution, the revised Personnel Rules and Regulations will become effective June 2, 2020. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. That the Personnel Rules and Regulations are adopted as included in the staff report Attachment 2 and Resolution No. 2016-06 is repealed in its entirety. PASSED, APPROVED AND ADOPTED this 2nd day of June, 2020. _____________________________ Steve Tye, Mayor ATTEST: I, Kristina Santana, City Clerk for the City of Diamond Bar, hereby certify that the foregoing resolution, was duly passed, approved and adopted by the City Council of the City of Diamond Bar at a regular meeting held on the 2nd day of June, 2020, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ________________________________ Kristina Santana, City Clerk 3.5.a Packet Pg. 68 1 RULE I PURPOSE AND APPLICATION Section 1. Purpose: The purpose of the Rules and Regulations (hereafter, “Rules”) is to facilitate efficient and economical services to the public and to establish lawful procedures for dealing with personnel matters. Unless amended by a subsequent Resolution of the City Council the Rules set forth herein and the Personnel Ordinance shall govern the Personnel System for the City of Diamond Bar (“City”). Section 2. Application: These Rules apply to all employees of the City unless a specific rule or procedure indicates otherwise. Section 3. No Contract Created: These Rules do not create any contract of employment, express or implied, or any right in the nature of a contract. 3.5.b Packet Pg. 69 2 RULE II DEFINITION OF TERMS DEFINITION OF TERMS Unless the context indicates otherwise, the following terms, whenever used in these Rules, shall be defined as follows: Section 1. Advancement: A salary increase within the limits of the pay range established for the class. Section 2. Allocation: The assignment of a single position to its proper class in accordance with the duties performed, and the authority and responsibilities exercised. Section 3. Appointing Authority: The person having the authority to appoint or remove a person from City employment. This is the City Manager unless delegated to another employee or officer. Section 4. At-Will: All employment positions outside of the competitive service. Employees in at-will positions may be terminated at any time at the will of the Appointing Authority, without cause, and without the right of appeal. At-will positions are set forth in Chapter 2.20 of the City’s Municipal Code: City Manager, Assistant City Manager, Deputy City Manager, Community Development Director, Community Services Director, City Engineer/Public Works Director, Finance Director, Information Systems Director, all Department Directors, seasonal part-time employees, intermittent part-time employees, part-time employees hired after October 18, 2005, emergency employees and any employee scheduled to work less than 1,000 hours per year. Section 5. Bilingual Premium Pay Differential: A percentage of pay which will compensate the qualified employee for providing non-English language services as an essential part of theirhis or her job. Section 6. City Manager: The City Manager and/or theirhis or her designee. Section 7. Class: All positions sufficiently similar in duties, authority, responsibility and working conditions to permit grouping under a common title and the application with equity of common standards of selection, transfer, promotion, and salary. Section 8. Competitive Service: All positions of employment in the service of the City except those excluded by Section 4 above. Section 9. Demotion: The movement of an employee from one class to another class having a lower maximum rate of pay. A demotion may be voluntary or involuntary. 3.5.b Packet Pg. 70 3 Section 10. Domestic Partner: A domestic partnership is legally established in California when all of the following requirements are met: both persons file a Declaration of Domestic Partnership with the Secretary of State; both persons have a common residence; neither person is married to someone else or is a member of another domestic partnership with someone else that has not been terminated, dissolved, or adjudged a nullity; both persons are not related by blood in a way that would prevent them from being married to each other in another state; both persons are at least 18 years of age; both persons are capable of consenting to the domestic partnership; and either of the following apply: (a) both persons are members of the same sex; or (b) one or both of the persons are over the age of 62, and meet certain eligibility criteria pursuant to the Social Security Act. Section 11. Eligible: When used as a noun, means a person whose name is on an employment eligibility list. Section 12. Employment Eligibility List: A list of names of persons who have taken an open-competitive examination for a class in the competitive service and have qualified. Section 13. Examinations: (a) Open-competitive examination: An examination for a particular class which is open to all persons meeting the qualifications for the class. (b) Promotional examination: An examination for a particular class which is only open to current City employees meeting the qualifications for the class. (c) Continuous examination: An open competitive examination which is administered periodically and as a result of which names are placed on an employment list, in order of final scores, for a period of not more than one (1) year. Section 14. Exempt: An employee not entitled to overtime compensation under the Fair Labor Standards Act. Section 15. Job Classifications: For the purposes of the City’s Personnel System, each position title shall correspond in the City’s Classification Plan to a number as reflected in the salary resolution. (a) Executive Management: Executive Management positions are classified as exempt employees that are at-will and are assigned as Department Directors and/or Deputy or Assistant City Managers. 3.5.b Packet Pg. 71 4 (b) Exempt Management: Management positions that are classified as exempt and are assigned as Division Managers. (c) Full-time Exempt: Various exempt supervisory, administrative, and professional positions. (d) Full-time Non-Exempt: Positions subject to overtime requirements and working 40 hours per week. (e) Hourly Benefited: Positions known as regular part-time or part-time working twelve (12) months per year and an average of twenty (20) or more hours per week on a year-round basis. Benefits are provided to regular part-time employees on a pro-rated basis. (f) Hourly Non-benefited: At-will positions also known as either seasonal or intermittent part-time. These employees are sometimes referred to as “Temporary”. An hourly non-benefitted position is utilized no more than 999 hours per fiscal year and may be employed on a seasonal or intermittent basis. If an employee identified as intermittent or seasonal part-time works 1,000 hours or more in a fiscal year, he or she does not acquire regular employee status. Section 16. Layoff: The involuntary separation of a regular status employee or reduction to a position in a lower classification because the position is no longer needed or due to fiscal and/or operational reasons. Section 17. Personnel Ordinance: Chapter 2.20 of the City's Municipal Code. Section 18. Probationary Period: A working test period during which an employee is required to demonstrate their his or her fitness for the duties to which he or she is appointed by actual performance of the duties of the position. The probationary period or initial period of employment is considered a part of the examination process and shall be utilized for closely observing the employee’s work to determine the employee’s fitness for the position. Section 19. Promotion: The movement of an employee from one class to another class having a higher maximum rate of pay and different job duties from the previous class. Section 20. Provisional Appointment: A temporary appointment of a person who possesses the minimum qualifications established for a particular class, and who has been appointed to a position in that class in the absence of available eligibles. This is sometimes referred to as an “Interim Appointment”. 3.5.b Packet Pg. 72 5 Section 21. Reclassification: The change of a position from one class to another as a result of the gradual accretion or reduction of duties and/or responsibilities over time. Section 22. Regular Employee: An employee in the competitive service who has successfully completed their his or her probationary period and has been retained as an employee. Section 23. Regular Part-Time Employee: An employee in the competitive service who has successfully completed their his or her probationary period and is eligible for pro-rated benefits. Sometimes referred to as “Hourly Benefited”. Section 24. Rejection: The separation of an employee from employment during the probationary period or examination process. Section 25. Reinstatement: The re-employment, without examination, of a former regular employee. Section 26. Temporary Employee: An at-will employee who has been appointed to a full- time or part-time position for a limited duration. Section 27. Transfer: A change of an employee from one position to another position in the same class or another class having the same maximum salary limits, involving the performance of similar duties and responsibilities and requiring the same qualifications. Section 28. Y Rate: Where an employee is moved to a different class with a lower salary range, and the employee retains their his/her current salary until the salary of the new class has a maximum salary rate which is equal to or higher than the current salary. 3.5.b Packet Pg. 73 6 RULE III GENERAL PROVISIONS Section 1. Discrimination Prohibited: No City employee or applicant for employment, volunteers, interns, City elected and appointed officials, members of City Commissions, Boards and Task Forces, contractors, consultants, and/or other non-employees doing business with or for the City shall be discriminated against in recruitment, examination, appointment, selection, training, promotion, retention, wages, benefits, discipline, or any other aspect of employment because of race, color, religion, national origin, ancestry, marital status, sex (including gender, gender identity, gender expression, transgender, pregnancy, and breastfeeding), age, physical or mental disability, sexual orientation (including homosexuality, bisexuality, or heterosexuality), genetic characteristics or information, political or religious opinions or affiliations, union activities or affiliations, taking of FMLA or pregnancy disability leave, religious creed, medical condition, citizenship status, military and veteran status or any other characteristic protected by law. Individuals are protected from discrimination because of familial status or association with, an individual in any of the protected classifications listed above. Other forms of discrimination prohibited by this policy include retaliating against someone for filing a charge of discrimination, participating in an investigation, or opposing discriminatory practices. Employees who believe they have experienced any form of employment discrimination are encouraged to report this immediately, using the complaint procedure provided in Rule XXII, Section 52e of these Rules. Section 2. Nepotism Prohibited: (a) Relatives of those listed below may not be employed hired anywhere in the City organization: 1. City Council members; 2. Standing Board and Commission members; 3. Executive or Exempt Management Team Members of the City; 4. Employees of the City Manager’s Department; 5. Employees of the Human Resources Division; 6. Employees of the Finance Department; or 7. Employees of the Information Systems Department. (b) The employment of a relative within the same department is prohibited when they: 1. Perform joint duties; 2. Share responsibility or authority; 3. Function in the same chain of command; and 4. Work on the same shift at the same work site. 3.5.b Packet Pg. 74 7 (c) For business reasons of supervision, safety, security or morale, a relative may not directly supervise a relative. (d) For business reasons of supervision, safety, security or morale, the City may refuse to place relatives in the same department, division, or facility. (e) “Relative” means child, stepchild, parent, grandparent, grandchild, brother, sister, half-brother, half-sister, aunt, uncle, niece, nephew, parent-in-law, brother-in-law, sister-in-law, domestic partner, or other individual related by blood or marriage. (f) “Employee” means any person who receives a City paycheck and W-2 for services rendered to the City. (g) For business reasons of supervision, safety, security or morale, the City may enforce this Section 2 to address the post-City employment marriage of or establishment of a Domestic Partnership. (h) Exceptions to this section may be made by the City Manager. Any appeal of the enforcement of this section shall be to the City Manager. Section 3. Political Activity Prohibited: City employees shall not engage in political activities in violation of Government Code section 3201 et seq. The City prohibits: (1). Employees and officers from engaging in political activities during work hours; (2.) Political campaigning in City buildings or on premises adjacent to City buildings or while in City uniform; and (3.) An employee or officer from using their his or her office to coerce or intimidate public employees to promote, propose, oppose, or contribute to any political cause or candidate. EXAMPLES OF PROHIBITED CONDUCT: City Employees shall not: 1. Participate in political activities of any kind while in uniform; 2. Participate in political activities during working hours; 3. Use city equipment to engage in make political activities communications; 4. Solicit a political contribution, either directly or indirectly, from an officer or employee of the City, or from a person on a City employment list, with knowledge that the person from whom the contribution is solicited is a City officer or employee or job applicant; except as specifically provided below. 5. Favor or otherwise discriminate against any employee because of political opinions or affiliations; 6. Interfere with any election; or 7. Offer or accept anything of value Attempt to trade job benefits for votes; or 3.5.b Packet Pg. 75 8 8. Represent that the City favors or disfavors any particular candidate for public office.. EXAMPLES OF PERMITTED CONDUCT: City Employees may: 1. Express personal opinions on all political subjects or candidates to the extent doing so does not otherwise interfere with the duties of their City employment or other City employees; 2. Become a candidate for any local, state, or national election; 3. Contribute to political campaigns outside of work hours; 4. Join and participate in the activities of political organizations outside of work hours; 5. Request, during off-duty time, political contributions, through the mail or other means, from City officers or employees if the solicitation is part of a solicitation made to a significant segment of the public which may include City officers or employees; 6. Solicit or receive, during off-duty time, political contributions from a City employee organization if the funds, when collected, were not earmarked for a clearly identifiable candidate for a federal, state or local office; or 7. Solicit or receive, during off-duty time, political funds or contributions to promote the passage or defeat of a ballot measure which would affect the rate of pay, hours of work, retirement, civil service, or other working conditions of City officers or employees. Section 4. Outside Employment: No employee may hold outside employment that is incompatible with their his/her City employment. Each employee who desires to pursue outside employment, holds any other position, in addition to City employment, shall complete a Request for Approval of Additional Employment form and return it to the Department Director for signature and then to the City Manager or designee for approval prior to accepting or commencing outside employment. New employees that already have outside employment, prior to starting a position with the City shall submit the form at the time of their pre- employment paperwork appointment with Human Resources staff. Section 5. Employee Duties: Employees are required to carry out the primary duties and responsibilities of their City employment. Section 6. Violation of Rules: Violation of any of these Rules shall be grounds for disciplinary action up to and including termination. Section 7. Amendment and Revision of Rules: Amendments and revisions to these Rules must be approved by the City Council. Section 8. Reasonable Accommodations: The City will strive to provide employment- related reasonable accommodations to qualified individuals with disabilities 3.5.b Packet Pg. 76 9 within the meaning of the California Fair Employment and Housing Act and the Americans with Disabilities Act except where it will cause the City undue hardship. (a) Request for Accommodation: An employee who desires a reasonable accommodation in order to perform essential job functions should make such a request in writing to the Human Resources Division. The request must identify: a) the job-related functions at issue; and b) the desired accommodation(s). (b) Reasonable Documentation of Disability: Following receipt of the request, the Human Resources Department may require additional information, such as reasonable documentation of the existence of a disability from the employee’s treating health care professional. (c) Fitness for Duty Examination: The City may require an employee to undergo a fitness for duty examination at the City’s expense to determine whether the employee can perform the essential functions of the job with or without reasonable accommodation. The City may also require that a City-approved physician conduct the examination. (See Fitness for Duty policy in Rule VII, Section 9 of these Rules.) (d) Interactive Process Discussion: After receipt of reasonable documentation of disability and/or a fitness for duty report, the City’s Human Resource Manager will arrange for a discussion, in person or via telephone conference call, with the applicant or employee, and their his or her representative(s), if any. The purpose of the discussion is to work in good faith to consider fully all feasible potential reasonable accommodations. (e) Case-by-Case Determination: The City shall conduct an individualized assessment in accordance with applicable law, whether reasonable accommodation(s) can be made, and if so, the type of accommodation(s) to provide. The City does not need to provide accommodation(s) that would pose an undue hardship upon City, meaning it would cause the City to incur significant expense, impair City operations, or would endanger the health or safety of the employee or others. The City will inform the employee in writing of its decision as to reasonable accommodation(s). Section 9. Eligibility for Benefits: All full-time employees and designated regular part- time employees are eligible to receive group health, dental, vision, life, deferred compensation, disability insurance and unemployment insurance within the City’s group insurance carrier(s). The administrative cost thereof and a portion of the cost of the premiums will paid by the City after 30 days of employment. The City’s cost share of the monthly premium contribution (benefit allotment) may be amended from time to time as reflected in the 3.5.b Packet Pg. 77 10 annual budget adopted by the City Council. Members of the City Council, management employees (Executive and Exempt), and employees defined as full-time exempt, will receive an additional $30 to be applied to premium costs. Dependents of employees are eligible to be covered under the employee's health, dental and vision insurance. In accordance with its contract with CalPERS, the City will contribute the minimum amount required pursuant to Government Code Section 22892 (c) for qualifying retirees enrolled in a CalPERS health plan. 3.5.b Packet Pg. 78 11 RULE IV CLASSIFICATION Section 1. Classification Plan: The City has established a classification plan. The plan consists of classes of positions in the City service defined by class specifications, including title, definition of the position, supervision received and exercised, a description of the duties and responsibilities of positions in each class, and the training, experience, and other qualifications to be required of applicants for positions in each class. The classification plan is maintained so that all positions substantially similar with respect to duties, responsibilities, authority, and character of work are included within the same class and allocated to the same schedules of compensation. Section 2. Adoption, Amendment, and Revision of Plan: The classification plan may be amended from time to time by resolution of the City Council. Section 3. New Positions: When a new position is created, the classification plan must be amended and an employment eligibility list established, unless the position is filled by a promotional appointment or position reclassification. Section 4. Classification Studies: Classification study requests shall be submitted by the Department Director to the Human Resources Division for review in order to determine if the duties and responsibilities of the position have substantively changed, have become inequitably aligned in relation to other classifications within the City service, and/or are otherwise incorrectly designated. Upon receiving approval from the City Manager, a classification study shall be conducted and the position may be reclassified to a more appropriate class, whether new or already created, at a higher or lower maximum salary level. After conducting a classification analysis of the position(s) authorized for study, the City Manager will recommend classification changes, if any, to the City Council for approval. Section 5. Qualifying Examination: A reclassification with a title change that results in a salary increase above the old classification may require of the incumbent a qualifying examination to determine whether the incumbent possesses the minimum qualifications for the new class. The method for the qualifying examination shall be determined by the appointing authority. An incumbent proposed for a reclassification who does not pass the qualifying examination shall retain their his or her original title and class until such time as he or she does pass the qualifying examination. An employee whose position is being reclassified upward and who has previously passed the examination for the position within the last two years, and whose name appears on an employment eligibility list for such a position, need not take a qualifying examination. 3.5.b Packet Pg. 79 12 Section 6. Upward Reclassification - In any case where a position is reclassified to a class with a salary range having a higher maximum salary rate, and the incumbent meets the qualification(s) requirement for the new class, and is in fact performing the full range of duties and responsibilities of that position, the effect of this action shall be as follows: (a) Effective Date: The effective date of a reclassification action shall normally coincide with the first working day of the first pay period following the date of City Manager approval. (b) Salary: The incumbent shall be entitled to the closest higher step within the new salary range that would provide a minimum of a 5% increase, but not to exceed the maximum of the range. (c) Merit Increase Eligibility Date: The incumbent's eligibility date for the next merit increase shall be one year from the effective date of the reclassification. (d) Employee Status/Performance Review Date: A new probationary period is not required. The incumbent's date for the next performance review shall be set one year from the effective date of the upward reclassification. Section 7. Downward Reclassification: In any case where a position is reclassified to a class with a salary range having a lower maximum salary rate, the effect of this action shall be as follows: (a) Effective Date: The effective date of a reclassification action shall normally coincide with the first working day of the first pay period following the date of City Manager approval. (b) Salary: The incumbent shall either: (1) Retain current salary if current salary is the same as a step within the salary range of the new class; or (2) Be placed on the closest step within the salary range of the new class that approximates the current salary if the current salary is between steps within the new salary range; or (3) Be reduced to the maximum step of the salary range of the new class if current salary is greater than the maximum of the new salary range; or (4) Be assigned a "Y" rate designation that holds the incumbent at a current salary which is above the new range until such time as the salary rate of the new class is the same as or exceeds the 3.5.b Packet Pg. 80 13 amount of the "Y" rate. Establishment of a "Y" rate is an administrative determination and requires approval of the Human Resources Manager and City Manager. (c) Employee Status/Performance Review Date: A new probationary period is not required. The incumbent's date for the next performance review shall be set one year from the effective date of the downward reclassification. Section 8. Flexible Staffing Program: Authorizes the City Manager to promote qualified individuals from an entry-level position to a professional level classification where a job series exists to more effectively staff the organization and serve the public in an efficient and cost-effective manner where budgetary authorization is available without increasing head count. Part-time Non-Benefitted Positions Entry Level Higher Level Highest Level Recreation Leader I Recreation Leader II Recreation Leader III Maintenance Worker I Maintenance Worker II Full-time Benefitted Positions Entry Level Higher Level Maintenance Worker Senior Maintenance Worker Assistant Engineer Associate Engineer Assistant Planner Associate Planner Neighborhood Improvement Officer Senior Neighborhood Improvement Officer Management Analyst Senior Management Analyst 3.5.b Packet Pg. 81 14 RULE V COMPENSATION Section 1. Compensation Plan: The City has established a pay plan covering all classes of positions in the City service, showing the minimum and maximum rates of pay. Section 2. Amendment of Plan: The compensation plan may be amended from time to time by action resolution of the City Council. Section 2a. Comprehensive Compensation Survey: A Comprehensive Compensation Survey will be conducted, as needed, but not less than every three (3) years to assure that the City’s jobs are paid equitably against the labor market equal to the median of the survey. The Survey will utilize benchmark job classifications and include labor market comparisons of the established survey cities. Section 3. Salary upon Initial Hire: Department Directors shall have the discretion to place the employee at the A, B, or C step of the salary range of the classification into which the employee is hired. An employee may be placed at any step beyond the C step of the salary range of the classification into which the employee is hired subject to the approval of the City Manager. Section 4. Merit Step Advancement: After six (6) months employment as a probationer, an benefitted employee is eligible to advance to the next salary step if their his or her performance evaluation shows performance of satisfactory or above and advancement is approved by the Department Director. Upon successful completion of twelve (12) months probationary employment and a satisfactory or above performance evaluation as approved by the Department Director, the employee will be eligible for advancement to the next salary step. Each year thereafter and with a satisfactory or above performance evaluation as approved by the Department Director, the employee will be eligible for advancement to the next salary step. Section 5. Merit Step Advancement for Intermittent Part-time Employees: A Part-time Intermittent Employee is eligible for a stepmerit increase upon receipt confirmation of a satisfactory job performance evaluationby their supervisor, provided that the employee has completed a minimum of one (1) full year of employment and five nine hundred fifty (59050) hours of work during the annual evaluation period. An employee that works less than fivenine hundred fifty (59050) hours during an evaluation period shall be eligible for a step increase once they work nine hundred fifty (9050) hours. Employees will be eligible for a step increase every year thereafter that they work 9050 hours until they reach the top step of their salary range. only upon reaching the second anniversary of hire date or last step increase, subject to a satisfactory performance evaluation. 3.5.b Packet Pg. 82 15 Section 6. Merit Step Increase if Evaluation is Untimely: If the employee is eligible for a step increase and an evaluation has not been completed, when the evaluation is completed, if it is satisfactory or above, the employee will receive the annual increase retroactively to their merit eligibility date. Performance evaluation due dates will be tracked by the Human Resources Division. A merit increase pending a performance evaluation may be given at the discretion of the City Manager provided that the overall rating of the employee’s annual performance is satisfactory or above. Section 7. Merit Step Denial: When an employee has not demonstrated the minimum required satisfactory rating for performance on the job during the review period, the Department Director shall defer the salary step (merit) increase for a specified period of time that may extend to the next review date. During such deferment period, formal performance reviews shall be made at intervals determined by the Department Director with the concurrence of the Human Resources Manager. An employee whose salary step (merit) increase is withheld on their his/her review date, but approved at a later date, shall have the effective date of the subsequent approval become the new review date for eligibility unless the Department Director and Human Resources Manager mutually agree on an earlier date. Part-time intermittent employees who have not worked the requisite number of hours on an annual basis shall have their merit increase deferred until they work the minimum number of hours to meet the eligibility requirement. Section 8. Amount of Merit Step Adjustments: Merit step adjustments for full-time employees are in approximately five percent (5%) increments to the maximum of the salary range. An employee may be given multiple step increases, not to exceed two (2) at any one time, at the recommendation of the Department Director or Division Manager and upon approval of the City Manager. Section 9. Merit Step for Employees on Leave: Eligibility for the merit step advancement may be extended for an employee on an approved leave of absence until the employee has returned to work and has thereafter completed the appropriate period of service. Section 10. Effective Date of Increase: Merit increases shall be effective the first day of the pay period following the performance evaluation due date. Section 11. Salary on Promotion: A full-timen employee promoted to a classification having a greater maximum salary will be placed on the lowest step of the new range that results in not less than a five percent (5%) increase above the employee’s current regular salary. Upon recommendation of the Department Director and approval of the City Manager, the employee may be placed at a higher step. Section 12. Salary on Demotion: An employee who is demoted will be placed within the salary range for the class into which demoted. The salary will be set at the 3.5.b Packet Pg. 83 16 step which is lower and closest to the salary the employee was receiving before the demotion. Section 13. Salary on Reclassification: An employee who is reclassified will receive the salary set forth below. (a) If reclassified to a classification with the same salary range, the salary will not change. (b) If reclassified to a classification with a higher salary range, the salary will be determined in the same manner as a promotion. (c) If reclassified to a classification with a lower salary range, the employee may be Y-rated with Human Resources Manager and City Manager approval; retain current salary if current salary is the same as a step within the salary range of the new class; be placed on the closest step within the salary range of the new class that approximates the current salary if the current salary is between steps within the new salary range; or be reduced to the maximum step of the salary range of the new class if current salary is greater than the maximum of the new salary range. Section 14. Pay Periods: The compensation to all officers and employees of the City shall be paid biweekly. Checks or electronic transfers in payment for compensation will be made available by the City to employees and officers of the City on the Friday succeeding the close of the pay period. In the event that pay day falls on a holiday, payment will be made on the last work day preceding the holiday. Section 15. Bilingual Pay: Employees who are requested by the City to use bilingual skills during their scheduled work hours on a recurring basis to further the business interests of the City shall receive a bilingual premium pay differential in addition to their regular pay. Any full-time or part-time employee who is required, as an essential part of their his or her job, to provide non-English language services, including Braille and sign language, routinely and consistently as part of their his or her regular job assignment as determined by the City, will receive a Heavy Usage Bilingual Premium Pay Differential of 5% or Moderate Usage Bilingual Premium Pay Differential of 2%. Differential pay for bilingual skills shall be restricted to that which serves the actual needs of the job and the business functions of the City. Bilingual ability alone or incidental use of the skill when not related to the essential requirements of the job will not warrant bilingual pay. Department Directors shall recommend employees that are requested to use bilingual skills during work hours and eligible for Bilingual Pay. The City Manager shall consider the request. If approved by the City Manager, the recommended employee will be subject to a language skills examination which will be coordinated by the Human Resources Division. Upon successfully passing the language skills test, the bilingual pay differential will be effective 3.5.b Packet Pg. 84 17 the following pay period. Employees’ eligibility for bilingual pay is subject to periodic review and evaluation. Section 16. Overtime: (a) As a matter of general policy, the City does not permit employees to work overtime and will provide adequate staff to handle normal operations. However, non-exempt employees may be required to work overtime at the discretion of the Department Director or Division Manager. (b) Overtime for non-exempt employees is defined as hours assigned to be worked and actually worked in excess of forty (40) hours actually worked in the designated work week. Paid leave hours (e.g. sick, vacation, compensatory time, floating holidays, bereavement leave, jury duty leave, administrative leave) do not count towards the calculation of overtime. (c) Non-exempt employees working overtime when not expressly authorized to do so, may be subject to discipline. (d) Overtime authorized and worked by non-exempt employees shall be compensated at time and one half their regular rate of pay. The employee may submit a request to the Department Director or Division Manager to work overtime, which Department Director or Division Manager shall have the unrestricted discretion to approve or not approve,. If overtime is approved and earned, the employee may request the overtime compensation in the form of accrued compensatory time at time and one-half pay. However, an employee may not accrue more than forty (40) hours compensatory time at any time. All compensatory time earned but not taken shall be paid out at the time of employment separation. (e) If a non-exempt full-time employee is required to work on an City observed holiday beyond the regular forty (40) hour work week, he or she shall be entitled to pay at the rate of two (2)one and one-half (1 ½) times their regular rate of pay. (f) Employees who are exempt from the Fair Labor Standards Act (FLSA) are compensated on a salary basis and are not eligible for overtime. Section 17. Call-Out Pay: Non-exempt full-time and part-time employees will be paid a minimum of two (2) hours pay if called out to respond to a City emergency. Call-out occurs when an employee is ordered to return to duty on a non- regularly scheduled work shift after their his or her regular work shift has ended and the employee has departed from City premises. Call-out does not occur 3.5.b Packet Pg. 85 18 when an employee is held over from their his or her prior shift or is working prior to their his/her regularly scheduled shift. Section 18. Acting Pay: An employee who is provisionally appointed to an acting or interim position that is in a higher salary range than that of the class in which the employee is normally assigned shall receive acting compensation subject to the following conditions: (a) Acting pay shall be provided only for appointments with duration greater than twenty-one (21) consecutive calendar days and shall be retroactive to the effective date of the acting appointment and continue until completion of the assignment. (b) Such acting appointments shall be made in writing by the City Manager with a copy to the Human Resources Division. (c) (c) Compensation shall be at the entrance salary step of the higher range or the step within the higher salary range, which would provide a minimum of five percent (5%) higher than the employee's current salary step, whichever is greater. (c)(d) Such acting appointments shall have a maximum duration of 180 days except when made in cases to cover a long-term leave of absence. Section 19. Temporary Upgrade/Special Assignment Pay: A temporary 5% increase in pay shall be given to employees during periods when they temporarily assume additional job duties or are assigned to a special project/program that are outside their normal and customary job duties for more than one consecutive pay period and not to exceed 180 days. The Department Director must secure approval from the City Manager prior to assigning a temporary upgrade or special assignment pay to an employee. Section 20. Cost of Living Adjustment (COLA): At the adoption of the City’s annual budget, a request by the City Manager may be made to the City Council to provide a cost of living adjustment to the City’s employees’ compensation. The COLA is the annual Consumer Price Index (CPI) percentage as issued by the Department of Labor, Bureau of Labor Consumer Price Index for Urban Wage Earners and Clerical Workers Los Angeles-Riverside-Orange Counties, California for year ending March of the current year. The City Council has the sole discretion to adopt or modify the request at any time. Section 21. Safety Footwear: It is the policy of the City to require the use of safety shoes where foot hazards exist as a significant part of the job. The City will provide a new pair of safety shoes to full-time field employees based upon “fair wear and tear” of existing safety shoes to a maximum cost of $350 for each employee determined to have job duties that involve a high degree of potential foot hazards such as working on uneven and slippery surfaces, handling 3.5.b Packet Pg. 86 19 heavy objects, equipment, or tools potentially causing injuries from crushing or penetrating actions. A steel toe safety shoe is required. Section 22. Technology Stipend: Executive Management and Exempt Management are eligible to receive a monthly stipend of $100 as a reimbursement for the purchase and maintenance of personal cell phones, tablets, laptops, printers, and/or phone/internet service in order to conduct City business and to respond in emergency situations. Designated key full-time staff, as approved by the City Manager, that are required to respond in emergency situations will be eligible for a $50 stipend on a monthly basis. Section 23. Performance Pay: Non-probationary full-time employees that have demonstrated exceptional job performance, as defined and approved by the City Manager, may be eligible to receive performance pay up to 10 percent of the their annual salary once per fiscal year if approved by the City Manager. In order to be eligible, employees must have been at the top step of their salary range for at least one year. Funding for the Performance Pay program is subject to approval by the City Council during the budget adoption process. Section 24. Severance pay: The City Manager may authorize up to 90 days of severance pay and continued health insurance as a result of a lay-off or an employment separation for a benefitted employee. 3.5.b Packet Pg. 87 20 RULE VI HOURS OF WORK City employees may be assigned to work eight (8) hours per day, five (5) days per week or assigned to the 9/80 flex plan under which they will work eighty (80) hours in a nine (9) day perioda traditional five day or flexible schedule depending on the operational needs of the City. Section 1. The 9/80 Plan: Generally, employees work nine (9) hours Monday through Thursday and eight (8) hours every other Friday, exclusive of meal period or nine (9) hours Tuesday through Friday and eight (8) hours every other Monday. In some cases, the flex day may be a day other than Friday. If the operational and service needs of the City dictate that an alternate flex day is required, then the employee will work nine (9) hours on eight (8) of the nine (9) work days, exclusive of meal period, and eight (8) hours every other alternate flex day. Section 2. Five Day Work Week: Generally employees work eight (8) hours per day Monday through Friday, exclusive of meal period. Section 3. Alternate Work Schedule: Employees may be assigned to work days or hours other than those set forth in Section 1 or Section 2. Section 4. Work Week Defined: For all employees working a 9/80 schedule their workweek shall begin exactly four hours into their eight hour shift on the day of the week which constitutes their alternating regular day off. For employees working five (5) days per week, the work week or work period means a consecutive seven (7) day period that begins at 12:00 a.m. on Sunday and ends at 11:59 p.m. on the following Saturday. Section 5. Work Week Schedule Change: The City may change the work week when public necessity or convenience so requires. Section 6. Request to Change Schedule: Employees for whom personal necessity requires a different schedule than above, may make a request for the alternate schedule to the Department Director or Division Manager. If the Department Director or Division Manager agrees with the request, the request will be submitted to the City Manager for final approval. Generally, Aalternate schedules must should begin no earlier than 7:00 a.m. and end no later than 6:00 p.m. and will not include a shorter meal period than belowrequired by law. All schedules are based on the operational and service needs of the City and requests to change schedule will only be approved if such requests support City operations and service requirements and may be rescinded at any time. Section 7. Meal Period: The City shall provide for regular and appropriate meal periods for City employees. Department Directors and Division Managers shall assign and schedule meal periods to meet the operational needs of work crews or 3.5.b Packet Pg. 88 21 work units. City employees shall be expected to use good judgment during meal periods while serving as representatives of the City and in all cases presenting a favorable image to the public. Meal periods are non-paid and nonworking time and shallmay be one hour for all full-time employees. Every effort will be made to schedule such meal period during the middle of the shift. Meal periods shall not be combined with rest breaks to provide an extended break. The scheduling and length of meal periods will be determined and approved by the employee’s supervisor based on the service and operational needs of the City. The time allowed for meal periods includes any travel time to and from the place where the meal break is taken. For field employees, meal breaks may be taken at restaurants and food establishments within the City in close proximity to the work site only if they can return to the job site within the designated time limit. Supervisors should discourage employees who are eligible for overtime from eating lunch at their desks to ensure that the employee has a bona fide, uninterrupted meal period that shall not be counted as hours worked. Section 8. Rest Periods: All non-exempt City employees shall be provided with a fifteen- minute rest break once during each four consecutive hour work period. The fifteen-minute breaks are not cumulative and may be taken only when prescribed. Compensatory time shall not be used to extend rest breaks. No break shall occur within one (1) hour of starting time, meal break, or quitting time unless special circumstances make this desirable, and in which case prior approval shall be obtained from the employee's immediate supervisor. Rest breaks shall not be combined with meal breaks to provide an extended break. Where adequate on-site facilities exist, employees are required to use the areas and facilities provided. In the case of field employees, rest breaks are to be taken at the job site or may be taken at restaurants and food establishments in the City in close proximity to the work site only if they can return to the job site within the designated time limit. If in transit between jobs, the break may be taken at a nearby City park or at the next job site. 3.5.b Packet Pg. 89 22 RULE VII APPLICATIONS AND APPLICANTS Section 1. Announcement: All examinations for positions in the competitive service shall be publicized by posting announcements in City Hall, on the City’s website, or by such other means as the City deems advisable. The announcements shall specify the title and pay of the position for which the examination is announced, the duties and responsibilities of the work to be performed, any minimum qualifications established, the manner of making application, and other pertinent information. Section 2. Application: Applications shall be made as prescribed on the examination announcement. Application forms shall require information covering training, experience, and other pertinent information. All applications must be signed by the applicant. Section 3. Disqualification: The City Manager’s designee may reject any application which indicates on its face that the applicant does not possess the minimum qualifications required for the position or for any material cause which, in the judgment of the City Manager’s designee would render the applicant unsuitable for the position. Falsification of any information presented on the employment application shall be grounds for rejection/disqualification from the recruitment and/or termination from employment, if applicant is appointed to the position and the City subsequently learns that the employment application was falsified. 3.5.b Packet Pg. 90 23 RULE VIII EXAMINATIONS Section 1. Types of Examinations: The selection techniques used in the examination process shall measure the knowledge and abilities of the applicants to execute the duties and responsibilities of the class to which they seek to be appointed. Examinations shall consist of selection techniques which will test fairly the qualifications of candidates. The City Manager or designee may select the appropriate examination(s) to be utilized in the selection process. Section 2. Promotional Examinations: All candidates for promotion must meet the minimum qualifications identified by the appointing authority. The appointing authority will determine whether the examination is open competitive or a promotional appointment. Section 3. Continuous Examinations: Open competitive examinations may be administered periodically for a single class as the needs of the service required. Names shall be placed on employment lists, in order of final scores, for a period of not more than one (1) year, unless extended by the City Manager’s designee. Section 4. Conduct of Examinations: The City Manager’s designee will determine the manner and methods and by whom examinations shall be prepared and administered. Section 5. Reasonable Accommodation in Testing: Should an otherwise qualified applicant who is disabled request a reasonable accommodation for any part of the testing process, the City may modify the process to reduce or eliminate the testing barrier. Section 6. Employment Reference Checks: The City is responsible for confirming information provided by applicants in their employment application. Information concerning an applicant's education and employment history should be verified by the hiring department before a formal employment offer is extended. This responsibility includes verification of an applicant's educational history, credentials, licenses, professional certifications and previous work experience. All newly appointed employees required to have a valid motor vehicle license shall provide a Department of Motor Vehicles (DMV) abstract to verify Driver's License validity and minimum past three (3) year's driving history. Any written information obtained in the reference check will be retained and destroyed in accordance with Government Code Sections 34090, et. seq. and the Records Retention Schedule of the Human Resources Division. 3.5.b Packet Pg. 91 24 Section 7. Criminal Background Checks (Live Scans): To ensure that the interests of the City, its employees and members of the public are protected and to help minimize potential liability, the City obtains summary criminal background reports from the Department of Justice on applicants for employment and volunteer positions. The City desires to identify those prospective qualified employees and volunteers who have a criminal history so that information about criminal history can be used once a conditional job offer has been extended to an in post-interview employment decisions. Theapplicant. The City will evaluate the applicant’s circumstances to determine if the conviction is sufficiently serious, recent and job-related to disqualify him or her from the job. Once a person has been selected as an employee or volunteer the employee or volunteer shall report a conviction or arrest to their his or her supervisor who shall forward the information to the Department Director and Human Resources Manager. Alternatively, the Human Resources Manager may be informed directly. Once employed, an employee’s failure to report an arrest or conviction may result in disciplinary action up to and including termination. Section 8. Post Job Offer Physical Examinations: As a condition of City employment, some candidates must successfully pass a post-offer physical, which may include a substance abuse examination. Candidates being considered for employment will be sent to a City authorized physician at the City’s expense. Section 9. Immigration Reform and Control Act of 1986: In compliance with the Immigration Reform and Control Act of 1986, all new employees must verify identity and entitlement to work in the United States by providing required documentation and must complete an I-9 form documenting ability to hold employment in the U.S.. Section 10. Notification of Selection Process Results: Each person competing in an employment selection process shall be given notice of placement or non- placement on the employment eligibility list. Section 11. Fitness for Duty Exams: (a) Conditional Offer of Employment Examinations: After a conditional offer of employment has been extended to an applicant, the City may, in compliance with all applicable laws, require the applicant to submit to a fitness for duty examination prior to conferring appointment. (b) Current Employee Examinations: The City may require an employee to submit to a fitness for duty examination to determine if the employee is able to perform the essential functions of their his or her job when there is significant evidence: 1) the employee appears to be unable to perform or has difficulty performing one or more essential functions of 3.5.b Packet Pg. 92 25 their his or her job; and 2) there is reason to question the employee’s ability to complete work duties safely or efficiently. (c) Role of Health Care Provider: A City selected health care provider will examine the employee or applicant at City expense. The City will provide the heath care provider with a letter requesting a fitness for duty examination and a written description of the essential functions of the employee’s or applicant’s job. The health care provider will examine the employee or applicant and provide the City with non-confidential information regarding whether: 1) the employee or applicant is fit to perform essential job functions; 2) there are any accommodations that would enable the employee or applicant to perform essential job functions; and 3) the employee’s or applicant’s employment poses a threat to the health and safety of the employee/applicant or others. Should the health care provider exceed the scope of the City’s request and provide confidential health information, the City will return the report to the health care provider and request another report that includes only the non-confidential fitness for duty information that the City has requested. (d) Medical Information: During the course of a fitness for duty examination, the City will not seek or use information regarding an employee’s or applicant’s medical history, diagnoses, or course of treatment without an employee’s or applicant’s written authorization. (e) Medical Information from the Employee’s or Applicant’s Health Care Provider: An employee may submit confidential medical information to the City from their his or her personal health care provider to consider in conducting the fitness for duty examination. If the employee or applicant provides written authorization, the Human Resources Manager will submit the information that the employee or applicant provides to the City paid health care provider who conducted the examination. The Human Resources Manager will request the City-paid health care provider to determine whether the information alters the original fitness for duty assessment. (f) Interactive Process Discussion: After receipt of both the health care provider’s fitness for duty report and the analysis of the employee’s or applicant’s personal health care information, if any, the Human Resources Manager will arrange for a discussion or discussions, in person or via conference telephone call, with the employee or applicant and their his or her representatives, if any. The purpose of the discussions will be in good faith to fully discuss all feasible potential reasonable accommodations. During the discussions, the Human Resources Manager will also discuss, if relevant, alternate available jobs for which the employee or applicant is qualified, or whether the employee qualifies for disability retirement or medical leave. 3.5.b Packet Pg. 93 26 (g) Determination: After the discussions, the Human Resources Manager will review the information received and determine if there is a reasonable accommodation that would enable the individual to perform essential job functions and if so, whether the accommodations would pose an undue hardship on City finances or operations. The Human Resources Manager will inform the individual of their his or her determination. Section 12. Department of Motor Vehicle Pull Notice Program: The City participates in the DMV Pull Notice Program which allows the City to obtain employee driver license record information for those employees who drive on behalf of the City. The driver license record monitoring assists the City in improving public safety, determining if each employee has a valid driver’s license and whether an employee has unsafe driving behavior. 3.5.b Packet Pg. 94 27 RULE IX EMPLOYMENT ELIGIBILITY LISTS Section 1. Employment Eligibility Lists: As soon as possible after the completion of an examination, the City Manager’s Designee will prepare and keep available an employment eligibility list consisting of the names of applicants who qualified in the examination, arranged alphabetically. Section 2. Duration of Lists: Employment eligibility lists, other than those from a continuous examination, shall remain in effect for one (1) year, unless exhausted sooner, and may be extended or abolished, prior to their expiration dates, by action of the City Manager’s Designee, but in no event shall an employment eligibility list remain in effect for more than two (2) years. Section 3. Removal of Applicants from Lists: The name of any person appearing on an employment eligibility list shall be removed by the City Manager’s Designee if the person eligible requests in writing that their his or her name be removed, fails to respond to a notice, or has been certified for appointment and has not commenced employment. Section 4. Use of Employment Eligibility Lists: A vacant position may be filled by the appointment of a person whose name is on an employment eligibility list for the same position or a position with similar or higher qualifications. in the same classification. 3.5.b Packet Pg. 95 28 RULE X METHOD OF FILLING VACANCIES Section 1. Types of Appointment: Except as otherwise provided herein, all vacancies in the competitive service shall be filled by re-employment, transfer, voluntary demotion, promotion or from eligibles certified by the City Manager’s designee from an appropriate employment eligibility list. Section 2. Notice to Human Resources: Whenever a vacancy occurs, the Department Director or Division Manager shall submit a request to the City Manager’s Designee for authorization to fill the position. The City Manager’s Designee shall advise the Department Director or Division Manager as to the availability of candidates from reemployment lists, requests for transfer, or demotion of eligible candidates on an employment or promotional list. The City Manager’s Designee may hold a new examination and establish a new employment eligibility list, if requested. Section 3. Appointment: After completion of the interview and selection process, the Department Director or Division Manager shall recommend an employment offer to be made to an eligible person designated by the Department Director or Division Manager by the City Manager’s Designee. The City Manager’s Designee shall thereupon notify the person of the conditional offer of employment, subject to passing a physical examination and drug test (if required). Section 4. Veterans Preference: If candidates are identically qualified for appointment, the appointment will be offered to the candidate who is a U.S. Military veteran, honorably discharged. Section 5. Temporary Assignments: Employees may be temporarily assigned higher or lower duties without a change in pay for the purpose of filling a vacancy. Such action shall not be deemed as a transfer, demotion, promotion, or reclassification. In all cases where periodic or regular variations in assignments occur because of seasonal needs, the temporary change of duties or a change of the work schedule, of such variations shall be considered as incidental to the position. Section 6. Extended Assignment to Vacant Higher Position: Employees assigned to perform duties in a vacant higher level regular position in excess of twenty- one (21) consecutive calendar days shall be entitled to a salary rate increase to the higher level for the time actually worked in the assignment. (See Rule V, Section 18, Acting Pay.) The duration of such assignment to a vacant higher position shall not exceed one (1) yearsix (6) months. It is the responsibility of the Department Director or Division Manager to request such salary rate increase to the City Manager’s Designee for approval. 3.5.b Packet Pg. 96 29 Section 7. Vacancies Outside the Competitive Service: Vacancies outside the competitive service (e.g., executive positions, seasonal part-time, intermittent part-time) will be filled by a process deemed appropriate by the City Manager. 3.5.b Packet Pg. 97 30 RULE XI PROBATIONARY PERIOD Section 1. Probationary Period: Upon initial and promotional appointment to a position in the competitive service, an employee must serve a probationary period of one year of actual and continuous service of 2,080 hours. Periods of time on paid or unpaid leave in excess of five (5) working days (consecutive or not) automatically extend the probationary period by the number of days the employee is on leave. The City Council may, by resolution, establish a longer probation period for a specified class prior to the time of appointment. Section 2. Purpose of Probationary Period: During the probationary period, the supervisor shall review, examine and monitor the conduct, capacity, efficiency, skill, responsibility, integrity, and effectiveness of an employee to determine whether the employee is fully qualified for employment in the classification and position to which the employee has been appointed. Section 3. Extension of Probationary Period: The probationary period may be extended by the Department Director or Division Manager for a period up to six (6) months by written notice to the employee prior to the expiration of the original probationary period. Section 4. Reduction of Probationary Period: The probationary period may be shortened with the written approval of the City Manager. Section 5. Rejection During Probation: At any time during the probationary period an employee may be rejected from employment without cause and without right of appeal. Section 6. Rejection During Probation From a Promotional Position: A promoted employee who has attained regular status in another classification of City employment who does not successfully complete the probationary period in the promoted class may be returned to the former classification or a comparable classification without right to review or appeal unless terminated for cause. Section 7. Use of Leave During Probation: Authorized use of accrued sick leave, vacation leave, administrative leave and Floating Holiday hours may be granted during the probationary period upon approval of the Department Director, Deputy City Manager, Assistant City Manager or City Manager. 3.5.b Packet Pg. 98 31 RULE XII ATTENDANCE AND LEAVES Section 1. Attendance and Absence Control: Full-time employees shall be in attendance at their work in accordance with the rules regarding hours of work, except for City holidays, and other authorized leave. Absence of any employee without authorized leave may result in disciplinary action, up to and including termination. Arriving late to work or leaving early in connection with scheduled work times, breaks, or meal periods is prohibited. An employee is required to seek advance permission from their his/her supervisor for any foreseeable absence or deviation from regular working hours. (a) Employee’s Duty to Notify of Late Arrival or Absence: An employee who is unexpectedly unable to report for work as scheduled must notify his/her immediate supervisor no later than the beginning of the employee’s work shift and report the absence or expected time of arrival and the reason for the absence or late arrival. If the employee's immediate supervisor is not available, the employee must notify the Department Director. An employee who fails to timely notify the supervisor of absences, or who is not present and ready to work during all scheduled work times, will be deemed to have an unauthorized tardy or absence and will not receive compensation for the period of absence. (b) Excessive Tardiness/Absenteeism: Excessive tardiness or absenteeism may be grounds for discipline, up to and including termination. Abuse of, or misrepresentation of any form of accrued or unpaid leave time will be grounds for discipline, up to and including termination. Section 2. Vacation Leave: Vacation is a right, earned as a condition of employment. It is a leave of absence with pay for recreation and well-being of the employee. If an employee has exhausted sick leave, vacation may be used for sick leave upon request of the employee and with approval of the City Manager, Assistant City Manager, Deputy City Manager, Department Director or Division Manager. (a) Employees shall accrue, on a pro-rata basis, vacation leave for completed pay periods. Such vacation allowance shall be available for use on the first day following the pay period in which it is earned. 3.5.b Packet Pg. 99 32 Length of Service from Benefit Date Annual Vacation Allowance Accrual Rate On employment through 59 months 80 hours 3.08 hours per pay period 60 months through 119 months 120 hours 4.62 hours per pay period 120 months and up 160 hours 6.15 hours per pay period (b) Maximum Accrual: Vacation leave may be accrued to a maximum of 360 hours. Once the 360 hour maximum accumulation is reached, no further vacation leave shall accrue until the employee reduces the accumulation below the maximum. However, at no time may an employee’s amount of accrued vacation exceed 360 hours. (c) Waiver of Maximum Accrual: A waiver of the 360-hour cap must be requested by the Department Director or Division Manager and approved by the City Manager, for a period not to exceed thirteen (13) pay periods per fiscal year. If at the end of the waiver period the maximum accrual amount is exceeded, vacation accrual for the affected employee will stop. No further vacation time will be accrued until the employee’s vacation leave balance is below the maximum accrual amount. In the event that the failure to utilize vacation past the thirteen pay period waiver is due to the City’s inability to allow an employee to take vacation (as opposed to an employee’s delay and/or failure to request vacation time off), the employee may, with City Manager authorization, continue to accrue vacation. (d) Vacation Leave Cash Out Option: Once 240 hours of vacation leave has been accrued, the employee is eligible to receive, at their request, a one-time per year “cash out” payment for up to 80 hours of the accrued vacation leave provided he or she has used 80 hours of their his or her accrued vacation leave during the previous twelve months. The “cash out” value is at the employee’s current rate of pay regardless of the rate at which the vacation leave hours were earned. (e) The minimum charge against accumulated vacation leave shall be fifteen (15) minutes or multiples thereof. Vacation leave shall be compensated at the employee’s base rate of pay. (f) The time during a calendar year at which an employee may take their his or her vacation shall be determined by the Department Director of 3.5.b Packet Pg. 100 33 Division Manager with due regard for the wishes of the employee and particular regard for the operational and staffing needs of the City. (g) All requests to use vacation leave shall be made with as much advance notice as possible, and prior approval must be given by the employee’s supervisor and Department Director or Division Manager. When circumstances warrant and advance notice is impractical, Department Directors or Division Managers may approve the use of vacation leave for emergency absences. If an employee does not request time off in advance and simply does not show up for work, the Department Director or Division Manager may deny the use of vacation time or any leave accruals, and said employee may be subject to disciplinary action. (h) When a fixed holiday falls within a vacation period, the holiday time shall not be charged against an employee’s earned vacation benefits. (i) Employees who terminate or retire shall be paid for all accrued vacation leave earned at their base rate of pay at the time of their separation of employment. (j) For the purpose of determining their accrual rate, exempt employees shall be credited with up to five (5) years of full-time City service for equivalent public sector full-time service. (k) Employees on Unpaid Leave do not accrue Vacation Leave. (l) Temporary (working less than 1,000 hours per year), emergency, and seasonal and intermittent part-time employees do not accrue Vacation Leave. (m) Regular part-time employees receive prorated Vacation Leave. Section 3. Sick Leave: Sick Leave is defined as the authorized absence from duty of an employee because of physical or mental illness, injury, pregnancy, confirmed exposure to a serious contagious disease, or for a medical, optical, or dental appointment. Sick leave may also be taken for diagnosis, care, or treatment of an existing health condition of, or preventive care for, an employee, an employee's family member (includes parent, child, spouse, registered domestic partner, parent-in-law, sibling, grandchild or grandparent); or for an employee who is a victim of domestic violence, sexual assault, or stalking, the purposes described in Labor Code section 230(c) and Labor Code Section 230.1(a). Sick leave shall not be considered a privilege which an employee may use at their his/her discretion, but shall be allowed only in case of necessity for the reasons provided in these Rules. 3.5.b Packet Pg. 101 34 (a) Accrual and Use of Sick Leave: The following sick leave amounts provided shall be available for use following 90 days of employment. Full-Time Benefitted Employees: Full-time benefitted employees accrue sick leave for each payroll period completed, prorated on the basis of 80 hours per year, or 3.08 hours per pay period. Full-time benefitted employees can carry-over their accrued sick leave year to year up to a cap of 480 hours. Once the sick leave cap is reached, the employee will stop accruing additional sick leave hours. Part-Time Benefitted Employees: Part-time benefitted employees accrue prorated sick leave based on the full-time benefitted employee amounts and terms as noted above. Part-time benefitted employees can carry-over their accrued sick leave year to year up to a cap of 240 hours. Once the sick leave cap is reached, the employee will stop accruing additional sick leave hours. For example, if a part-time benefitted employee is half-time (50%) and is scheduled to work 1,040 hours in a fiscal year, the employee would be entitled to 40 hours of accrued sick leave which is half the full-time benefitted employee accrual rate. Seasonal and Intermittent Part-Time Employees: Beginning July 1, 2015, sSeasonal and intermittent part time employees are eligible for an allotment of 24 hours of paid sick leave on an annual basis. The full allotment of 24 hours of paid sick leave will be given on July 1st each year. Employees hired after July 1st will be given the full allotment of 24 hours of paid sick leave on the day the employee begins employment. Employees are eligible to take paid sick leave after 90 days of employment. Paid sick leave for seasonal and intermittent employees is not accrued, and cannot be carried over to the following year, nor is it paid out upon employment separation. (b) Minimum Use: The minimum charge against accumulated sick leave shall be 15 minutes or multiples thereof. Approved sick leave with pay shall be compensated at the employee’s base rate of pay. (c) Proof of Qualifying Reason for Leave: If an employee is absent longer than three (3) days or 24 hours due to sick leave, the Department Director or Division Manager may require a physician’s certificate and/or other medical evidence/certification verifying the need for leave before the City honors any sick leave requests. An employee who is absent in order to obtain relief or services related to being a victim of domestic violence, sexual assault, or stalking must provide appropriate certification of the need for such services. The following types of certification shall be sufficient: (1) a police report indicating that the employee was a victim of domestic violence, sexual 3.5.b Packet Pg. 102 35 assault, or stalking; (2) a court order protecting or separating the employee from the perpetrator of an act of domestic violence, sexual assault, or stalking, or other evidence from the court or prosecuting attorney that the employee has appeared in court; (3) documentation from a licensed medical professional, domestic violence counselor, a sexual assault counselor, licensed health care provider, or counselor that the employee was undergoing treatment for physical or mental injuries or abuse resulting in victimization from an act of domestic violence, sexual assault, or stalking. (d) Notification: If the need to use accrued paid sick leave is foreseeable, then, in order to receive compensation while absent from duty on sick leave, the employee must notify his/hertheir immediate supervisor or Department Director or Division Manager prior to or within two (2) hours after the time set for the beginning of their his/her regular duties. If the need for paid sick leave is not foreseeable, the employee shall provide notice of the need for the leave to their supervisor as soon as practicable. (e) Violations: Violation of sick leave Rules may result in disciplinary action when in the opinion of the Department Director or Division Manager, the employee has been excessively absent, has abused the sick leave and/or has misrepresented its use. (f) Sick Leave Payout: Each benefitted employee may voluntarily be paid annually up to 80 hours of accrued sick leave in excess of 200 hours at a rate of one-half (1/2) the employee’s current wage at the time of payment. Said payment is to be made during the month of December, or at such other time as the City Manager may determine, at their his/her absolute discretion, as appropriate. After five (5) years of service, when an employee retires, resigns or terminates in good standing, that employee will be paid all accumulated sick leave at a rate of one-half (1/2) of the employee’s current rate of pay at his or hertheir date of separation. (g) Employees on Unpaid Leave: Employees on unpaid leave do not accrue sick leave. Section 4. Occupational Injury or Illness Leave: Whenever an employee is compelled to be absent from employment with the City on account of injury or illness arising out of or in the course of that employee’s employment as determined under the Workers’ Compensation Act, the employee may elect to apply pro-rated accrued sick leave, if any, to such absence to receive compensation of an amount of the difference between the compensation received under the Workers’ Compensation Act and that of the employee’s regular pay, not to exceed the amount of the employee’s earned sick leave. An employee, in such instance, may also elect to use any earned vacation time in like manner 3.5.b Packet Pg. 103 36 after sick leave is exhausted. An employee, in such instance, may also elect to use any earned Administrative Leave and Floating Holiday hours in like manner after sick leave and earned vacation time are exhausted. Employees shall receive full salary in lieu of Workers’ Compensation benefits and paid sick leave for the first three days following an occupational injury or illness, if authorized absence is by order of an accepted physician under the Workers’ Compensation sections of the California Labor Code. Section 5. Bereavement Leave: When circumstances are such and the City Manager determines that conditions warrant, three days (twenty-seven 27 hours) of paid bereavement leave may be used by, benefitted employees, per occurrence in the event of death of a spouse, domestic partner, child, brother, sister, parent, parents-in-laws, or grandparent of a full-time employee. With City Manager approval, up to an additional two days (eighteen 18 hours) of sick leave may be used to supplement bereavement leave. In the event of the death of other relatives and with City Manager approval, three days (twenty-seven 27 hours) of sick leave may be used per occurrence for the death of aunts, uncles, or other individuals related by blood or marriage. Section 6. Jury Duty and Witness Leave: If a regular full-time employee is required to serve as a trial juror, such employee shall receive regular pay while actually performing jury service. Amounts received by such employee from the Court as payment for service as a juror, except mileage paid to the employee, must be reimbursed to the City in order to remain on paid status. Part-time regular employees shall receive prorated pay based on the hours they were scheduled to work. Employees will be required to provide a Jury Duty Certification form to their supervisor, to be attached to their time sheet for that time period. Employees shall be granted leave with pay when subpoenaed to testify in a matter arising out of the scope of their employment with the City. Employees absent from work due to jury duty or witness leave must daily notify their immediate supervisor or Department Director or Division Manager of the status of their leave. Section 7. Administrative Leave: Full-time exempt employees are allowed twenty-seven (27) hours of administrative leave per fiscal year, Department Directors are allowed forty-five (45) hours of Administrative Leave per fiscal year and designated Exempt Managers are allowed thirty-six (36) hours of Administrative Leave per fiscal year. Administrative leave hours are added to eligible employees’ leave banks at the beginning of each fiscal year provided the employee has not reached the maximum accrual of hours. Administrative Leave may be accumulated and carried over to the following year for a maximum accrual of up to two (2) years. Employees may not accrue more than two (2) years of administrative leave at any point and will cease to 3.5.b Packet Pg. 104 37 accrue administrative leave once the maximum is reached. Requests for Administrative Leave must be approved by the immediate supervisor and the City Manager. Use of Administrative Leave will be authorized at the convenience of the City and the work schedule. Additional hours of leave may be authorized by the City Manager, based on the number of total hours the individual works over and above forty (40) hours per work week or for exceptional performance and must be taken or cashed out within one (1) year. Section 8. Family and Medical Leave: (a) Statement of Policy: To the extent not already provided for under current leave policies and provisions, the City will provide family and medical care leave for eligible employees as required by state and federal law. The following provisions set forth certain of the rights and obligations with respect to such leave. Rights and obligations which are not specifically set forth below are set forth in the Department of Labor regulations implementing the Federal Family and Medical Leave Act of 1993 (“FMLA”), and the regulations of the California Family Rights Act (“CFRA”). Unless otherwise provided by these Rules, “leave” under this Section 8 only shall mean leave pursuant to the FMLA and CFRA. (b) Definitions: (1) “12-Month Period” means a rolling 12-month period measured backward from the date leave is taken and continuous with each additional leave day taken. (2) “Single 12-month period” means a 12-month period which begins on the first day the eligible employee takes FMLA leave to take care of a covered service member and ends 12 months after that date. (3) “Child” means a child under the age of 18 years of age, or 18 years of age or older who is incapable of self care because of a mental or physical disability. An employee’s child is one for whom the employee has actual day-to-day responsibility for care and includes, a biological, adopted, foster or step-child. (4) A child is “incapable of self care” if he/she requires active assistance or supervision to provide daily self care in three or more of the activities of daily living or instrumental activities of daily living — such as, caring for grooming and hygiene, bathing, dressing and eating, cooking, cleaning, shopping, taking public transportation, paying bills, maintaining a residence, using telephones and directories, etc. 3.5.b Packet Pg. 105 38 (5) “Parent” means the biological, adoptive, step or foster parent of an employee, or an individual who stands or stood in loco parentis (in place of a parent) to an employee when the employee was a child. This term does not include parents-in-law. (6) “Spouse” means a husband or wife as defined or recognized under California State law for purposes of marriage. (7) “Domestic Partner,” as defined by Family Code §§ 297 and 299.2, shall have the same meaning as “Spouse” for purposes of CFRA Leave. (8) “Serious health condition” means an illness, injury impairment, or physical or mental condition that involves: i) Inpatient Care (i.e., an overnight stay) in a hospital, hospice, or residential medical care facility, including any period of incapacity (i.e., inability to work, or perform other regular daily activities due to the serious health condition, treatment involved, or recovery therefrom); or ii) Continuing treatment by a health care provider: A serious health condition involving continuing treatment by a health care provider includes any one or more of the following: a. A period of incapacity (i.e., inability to work, or perform other regular daily activities) due to serious health condition of more than three full consecutive calendar days, and any subsequent treatment or period of incapacity relating to the same condition, that also involves: i. Treatment two or more times within 30 days of the first day of incapacity, unless extenuating circumstances exist by a health care provider, by a nurse, or by a provider of health care services (e.g., a physical therapist) under orders of, or on referral by a health care provider. The first in-person treatment visit must take place within seven days of the first day of incapacity; or ii. Treatment by a health care provider on at least one occasion which must take place within seven days of the first day of incapacity and results in a regimen of 3.5.b Packet Pg. 106 39 continuing treatment under the supervision of the health care provider. This includes for example, a course of prescription medication or therapy requiring special equipment to resolve or alleviate the health condition. If the medication is over the counter, and can be initiated without a visit to a health care provider, it does not constitute a regimen of continuing treatment. b. Any period of incapacity due to pregnancy or for prenatal care. (This entitles the employee to FMLA leave, but not CFRA leave. Under California law, an employee disabled by pregnancy is entitled to pregnancy disability leave.) c. Any period of incapacity or treatment for such incapacity due to a chronic serious health condition. A chronic serious health condition is one which: i. Requires periodic visits (defined as at least twice a year) for treatment by a health care provider or by a nurse; ii. Continues over an extended period of time (including recurring episodes of a single underlying condition); and iii. May cause episodic rather than a continuing period of incapacity (e.g., asthma, diabetes, epilepsy, etc.). Absences for such incapacity qualify for leave even if the absence lasts only one day. d. A period of incapacity which is permanent or long term due to a condition for which treatment may not be effective. The employee or family member must be under the continuing supervision of, but need not be receiving active treatment by, a health care provider. e. Any period of absence to receive multiple treatments (including any period of recovery therefrom) by a health care provider or by a provider of health care services under orders of, or 3.5.b Packet Pg. 107 40 on referral by, a health care provider, either for restorative surgery after an accident or other injury, or for a condition that would likely result in a period of incapacity of more than three consecutive calendar days in the absence of medical intervention or treatment. (9) “Health Care Provider” means: i) A doctor of medicine or osteopathy who is authorized to practice medicine or surgery by the State of California; ii) Individuals duly licensed as a physician, surgeon, or osteopathic physician or surgeon in another state or jurisdiction, including another country, who directly treat or supervise treatment of a serious health condition; iii) Podiatrists, dentists, clinical psychologists, optometrists, and chiropractors (limited to treatment consisting of manual manipulation of the spine to correct a subluxation as demonstrated by X-ray to exist) authorized to practice in California and performing within the scope of their practice as defined under California State law; iv) Nurse practitioners and nurse-midwives, clinical social workers, and physician assistants who are authorized to practice under California State law and who are performing within the scope of their practice as defined under California State law; v) Christian Science practitioners listed with the First Church of Christ, Scientist in Boston, Massachusetts; and vi) Any health care provider from whom an employer or group health plan’s benefits manager will accept certification of the existence of a serious health condition to substantiate a claim for benefits. (10) “Covered active duty” means: (1) in the case of a member of a regular component of the Armed Forces, duty during the deployment of the member with Armed Forces to a foreign country, or (2) in the case of a member of a reserve component of the Armed Forces, duty during the deployment of a member of the Armed Forces to a foreign country under a call or order to active duty under certain specified provisions. (11) “Covered Servicemember” means (1) a current member of the Armed Forces, including a member of the National Guard or Reserves, who is undergoing medical treatment, recuperation, or therapy, is otherwise in outpatient status, or is otherwise on the temporary disability retired list, for a serious injury or illness 3.5.b Packet Pg. 108 41 incurred in the line of duty on active duty; or (2) a veteran who is undergoing medical treatment, recuperation, or therapy, for a serious injury or illness and who was a member of the Armed Forces, including a member of the National Guard or Reserves, at any time during the period of five years preceding the date on which the veteran undergoes that medical treatment, recuperation, or therapy. (12) “Outpatient Status” means, with respect to a covered servicemember, the status of a member of the Armed Forces assigned to either: (1) a military medical treatment facility as an outpatient; or (2) a unit established for the purpose of providing command and control of members of the Armed Forces receiving medical care as outpatients. (13) “Next of Kin of a Covered Servicemember” means the nearest blood relative other than the covered servicemember’s spouse, parent, son, or daughter, in the following order of priority: Blood relatives who have been granted legal custody of the covered service member by court decree or statutory provisions, brothers and sisters, grandparents, aunts and uncles, and first cousins, unless the covered servicemember has specifically designated in writing another blood relative as their his or her nearest blood relative for purposes of military caregiver leave under the FMLA. (14) “Serious Injury or Illness” (1) in the case of a member of the Armed Forces, including a member of the National Guard or Reserves, means an injury or illness that was incurred by the member in the line of duty on active duty in the Armed Forces (or existed before the beginning of the member’s active duty and was aggravated by service in the line of duty on active duty in the Armed Forces) and that may render the member medically unfit to perform the duties of the member’s office, grade, rank, or rating; or (2) in the case of a veteran who was a member of the Armed Forces, including a member of the National Guard or Reserves, at any time during the period of five years preceding the date on which the veteran undergoes that medical treatment, recuperation, or therapy, means a qualifying injury or illness that was incurred by the member in the line of duty on active duty in the Armed Forces (or existed before the beginning of the member’s active duty and was aggravated by service in the line of duty on active duty in the Armed Forces) and that manifested itself before or after the member became a veteran. (c) Reasons for Leave: Leave is only permitted for the following reasons: (1) The birth of a child or to care for a newborn of an employee; 3.5.b Packet Pg. 109 42 (2) The placement of a child with an employee in connection with the adoption or foster care of a child; (3) Leave to care for a child, parent, spouse, or domestic partner who has a serious health condition; (4) Leave because of a serious health condition that makes the employee unable to perform the functions of their his/her position; (5) Leave for a “qualifying exigency” may be taken arising out of the fact that an employee’s spouse, son, daughter, or parent is on covered active duty or call to active duty status (under the FMLA only, not the CFRA); or (6) Leave to care for a spouse, son, daughter, parent, or “next of kin” who is a covered servicemember of the United States Armed Forces who has a serious injury of illness incurred in the line of duty while on active military duty or existed before the beginning of the member’s active duty and was aggravated by service in the line of duty on active duty in the Armed Forces (this leave can run up to 26 weeks of unpaid leave during a single 12-month period) (under the FMLA only, not the CFRA). (d) Employees Eligible for Leave: An employee is eligible for leave if the employee: (1) Has been employed for at least 12 months; and (2) Has been employed for at least 1,250 hours during the 12-month period immediately preceding the commencement of the leave. (e) Amount of Leave: Eligible employees are entitled to a total of 12 workweeks (or 26 weeks to care for a covered servicemember) of leave during any 12-month period. Where FMLA leave qualifies as both military caregiver leave and care for a family member with a serious health condition, the leave will be designated as military caregiver leave first. (1) Minimum Duration of Leave: If leave is requested for the birth, adoption or foster care placement of a child of the employee, leave must be concluded within one year of the birth or placement of the child. In addition, the basic minimum duration of such leave is two weeks. However, an exception can be made to allow at least one day, but less than two weeks duration on any two occasions. 3.5.b Packet Pg. 110 43 If leave is requested to care for a child, parent, spouse or the employee him/herself with a serious health condition, there is no minimum amount of leave that must be taken. However, the notice and medical certification provisions of this policy must be complied with. (2) Spouses Both Employed by the City: In any case in which both spouses are employed by the City are entitled to leave, the aggregate number of workweeks of leave to which both may be entitled may be limited to 12 workweeks during any 12-month period if leave is taken for the birth or placement for adoption or foster care of the employees’ child (i.e., bonding leave). In any case in which both spouses are employed by the City are entitled to leave, the aggregate number of workweeks of leave to which both may be entitled may be limited to 26 workweeks during any 12-month period if leave is taken to care for a covered servicemember. Except as noted above, this limitation does not apply to any other type of leave under this policy. (f) Employee Benefits While on Leave: Leave under this policy is unpaid. While on leave, employees will continue to be covered by the City’s group health insurance to the same extent that coverage is provided while the employee is on the job. Employees may make the appropriate contributions for continued coverage under the preceding non-health benefit plans by payroll deductions or direct payments made to these plans. Depending on the particular plan, the City will inform you whether the premiums should be paid to the carrier or to the City. Your coverage on a particular plan may be dropped if you are more than 30 days late in making a premium payment. However, you will receive a notice at least 15 days before coverage is to cease, advising you that you will be dropped if your premium payment is not paid by a certain date. Employee contribution rates are subject to any change in rates that occurs while the employee is on leave. If an employee fails to return to work after their his/her leave entitlement has been exhausted or expires, the City shall have the right to recover its share of health plan premiums for the entire leave period, unless the employee does not return because of the continuation, recurrence, or onset of a serious health condition of the employee or their his/her family member which would entitle the employee to leave, or because of circumstances beyond the employee’s control. The City shall have 3.5.b Packet Pg. 111 44 the right to recover premiums through deduction from any sums due the City (e.g. unpaid wages, vacation pay, etc.). (g) Substitution of Paid Accrued Leaves: While on leave under this policy, as set forth herein, an employee may elect to concurrently use paid accrued leaves. Similarly, the City may require an employee to concurrently use paid accrued leaves after requesting FMLA and/or CFRA leave, and may also require an employee to use family and medical care leave concurrently with a non-FMLA/CFRA leave which is FMLA/CFRA-qualifying. (1) Employee’s Right To Use Paid Accrued Leaves Concurrently With Family Leave: Where an employee has earned or accrued paid vacation, administrative leave, compensatory time, floating holidays or sick leave, that paid leave may be substituted for all or part of any (otherwise) unpaid leave under this policy. As for sick leave, an employee is entitled to use sick leave concurrently with leave under this policy if: a. The leave is for the employee’s own serious health condition; or b. The leave is needed to care for a parent, spouse, child, or domestic partner with a serious health condition, and would be permitted as sick leave under the City’s sick leave policy. (2) City’s Right To Require An Employee To Use Paid Leave When Using FMLA/CFRA Leave: Employees must exhaust their accrued leaves concurrently with FMLA/CFRA leave to the same extent that employees have the right to use their accrued leaves concurrently with FMLA/CFRA leave, with two exceptions: a. Employees are required to use accrued compensatory time earned in lieu of overtime earned pursuant to the Fair Labor Standards Act; and b. Employees will only be required to use sick leave concurrently with FMLA/CFRA leave if the leave is for the employee’s own serious health condition. (3) City’s Right To Require An Employee To Exhaust FMLA/CFRA Leave Concurrently With Other Leaves: If an employee takes a leave of absence for any reason which is FMLA/CFRA- qualifying, the City may designate that non-FMLA/CFRA leave as running concurrently with the employee’s 12-week 3.5.b Packet Pg. 112 45 FMLA/CFRA leave entitlement. The only exception is for peace officers and firefighters who are on leave pursuant to Labor Code § 4850. (4) City’s and Employee’s Rights If An Employee Requests Accrued Leave, Other than Accrued Sick Leave, Without Mentioning Either the FMLA or CFRA: If an employee requests to utilize accrued vacation leave or other accrued paid time off, other than sick leave, without reference to a FMLA/CFRA-qualifying purpose, the City may not ask the employee if the leave is for a FMLA/CFRA-qualifying purpose. However, if the City denies the employee’s request and the employee provides information that the requested time off is for a FMLA/CFRA-qualifying purpose, the City may inquire further into the reason for the absence. If the reason is FMLA/CFRA-qualifying, the City may require the employee to exhaust accrued leave as described above. (h) Medical Certification: Employees who request leave for their own serious health condition or to care for a child, parent or a spouse who has a serious health condition must provide written certification from the health care provider of the individual requiring care if requested by the City. If the leave is requested because of the employee’s own serious health condition, the certification must include a statement that the employee is unable to work at all or is unable to perform the essential functions of his/hertheir position. Employees who request leave to care for a covered servicemember who is a child, spouse, parent, or “next of kin” of the employee must provide written certification from a health care provider regarding the injured servicemember’s serious injury or illness. The first time an employee requests leave because of a qualifying exigency, an employer may require the employee to provide a copy of the covered military member’s active duty orders or other documentation issued by the military which indicates that the covered military member is on active duty or call to active duty status in support of a contingency operation, and the dates of the covered military member’s active duty service. A copy of new active duty orders or similar documentation shall be provided to the employer if the need for leave because of a qualifying exigency arises out of a different active duty or call to active duty status of the same or a different covered military member. (1) Time to Provide a Certification: When an employee's leave is foreseeable and at least 30 days’ notice has been provided, if a 3.5.b Packet Pg. 113 46 medical certification is requested, the employee must provide it before the leave begins. When this is not possible, the employee must provide the requested certification to the City within the time frame requested by the City (which must allow at least 15 calendar days after the employer's request), unless it is not practicable under the particular circumstances to do so despite the employee's diligent, good faith efforts. (2) Consequences for Failure to Provide an Adequate or Timely Certification: If an employee provides an incomplete medical certification the employee will be given a reasonable opportunity to cure any such deficiency. However, if an employee fails to provide a medical certification within the timeframe established by this policy, the City may delay the taking of FMLA/CFRA leave until the required certification is provided. (3) Second and Third Medical Opinions: If the City has reason to doubt the validity of a certification, the City may require a medical opinion of a second health care provider chosen and paid for by the City. If the second opinion is different from the first, the City may require the opinion of a third provider jointly approved by the City and the employee, but paid for by the City. The opinion of the third provider will be binding. An employee may request a copy of the health care provider’s opinions when there is a second or third medical opinion sought. (4) Intermittent Leave or Leave on a Reduced Leave Schedule: If an employee requests leave intermittently (a few days or hours at a time) or on a reduced leave schedule to care for an immediate family member with a serious health condition, the employee must provide medical certification that such leave is medically necessary. “Medically necessary” means there must be a medical need for the leave and that the leave can best be accomplished through an intermittent or reduced leave schedule. (i) Employee Notice of Leave: Although the City recognizes that emergencies arise which may require employees to request immediate leave, employees are required to give as much notice as possible of their need for leave. Except for qualifying exigency leave, if leave is foreseeable, at least 30 days’ notice is required. In addition, if an employee knows that he/she will need leave in the future, but does not know the exact date(s) (e.g. for the birth of a child or to take care of a newborn), the employee shall inform their his/her supervisor as soon as possible that such leave will be needed. Such notice may be orally given. If the City determines that an employee’s notice is inadequate or the employee knew about the requested leave in advance of the 3.5.b Packet Pg. 114 47 request, the City may delay the granting of the leave until it can, in its discretion, adequately cover the position with a substitute. For foreseeable leave due to a qualifying exigency, an employee must provide notice of the need for leave as soon as practicable, regardless of how far in advance such leave is foreseeable. (j) Reinstatement upon Return from Leave (1) Right to Reinstatement: Upon expiration of leave, an employee is entitled to be reinstated to the position of employment held when the leave commenced, or to an equivalent position with equivalent employment benefits, pay, and other terms and conditions of employment. Employees have no greater rights to reinstatement, benefits and other conditions of employment than if the employee had been continuously employed during the FMLA/CFRA period. If a definite date of reinstatement has been agreed upon at the beginning of the leave, the employee will be reinstated on the date agreed upon. If the reinstatement date differs from the original agreement of the employee and City the employee will be reinstated within two business days, where feasible, after the employee notifies the employer of theirhis/her readiness to return. (2) Employee’s Obligation to Periodically Report on TheirHis/Her Condition: Employees may be required to periodically report on their status and intent to return to work. This will avoid any delays to reinstatement when the employee is ready to return. (3) Fitness-for-Duty Certification: As a condition of reinstatement of an employee whose leave was due to the employee’s own serious health condition, which made the employee unable to perform their his/her job, the employee must obtain and present a fitness-for-duty certification from the health care provider that the employee is able to resume work. Failure to provide such certification will result in denial of reinstatement. (4) Reinstatement of “Key Employees”: The City may deny reinstatement to a “key” employee (i.e., an employee who is among the highest paid 10 percent of all employed by the City within 75 miles of the work site) if such denial is necessary to prevent substantial and grievous economic injury to the operations of the City, and the employee is notified of the City’s intent to deny reinstatement on such basis at the time the employer determines that such injury would occur. 3.5.b Packet Pg. 115 48 (k) Required Forms: Employees must fill out the following applicable forms in connection with leave under this policy: (1) “Request For Family, Medical, Pregnancy Disability and/or Military Caregiver Leave Form” prepared by the City of Diamond Bar to be eligible for leave. Note: Employees will receive a City of Diamond Bar response to their request which will set forth certain conditions of the leave; (2) Medical certification—either for the employee’s own serious health condition or for the serious health condition of a child, parent, spouse or domestic partner. (3) Authorization for payroll deductions for benefit plan coverage continuation; and (4) Fitness-for-duty to return from leave form. Section 9. California Paid Family Leave: California Paid Family Leave is a component of State Disability Insurance (SDI) program. Unlike SDI, however, which partially covers employee wage loss due to a personal disability, injury, or pregnancy, Paid Family Leave Insurance partially covers employee wage loss for individuals who need to care for a seriously ill family member or bond with a new child. Benefits are available for a maximum of six (6) weeks in a twelve (12) month period. Paid Family Leave and SDI are both administered by the state Employment Development Department (EDD) and funded entirely by mandatory, payroll deductions. Section 10. Pregnancy Disability Leave: An employee is eligible for four months of unpaid leave while disabled from working due to pregnancy, childbirth or related medical condition when there is certification by a physician that there is a disability due to the pregnancy, childbirth, or related medical condition. (a) During the pregnancy disability leave time, paid leave may be charged to accrued benefit time such as vacation, administrative leave and floating holidays, at the employee’s request. In addition, accrued sick leave may be used at the employee’s request, in accordance with Section 3. (b) Health insurance benefits shall continue for the duration of the pregnancy disability leave under the same conditions as if the employee had continued employment. If the employee fails to return to work after the period of leave to which the employee is entitled has expired, the City is entitled to recover the premiums paid on behalf of the employee for maintaining coverage, unless the employee does not return because the employee is taking leave under the CFRA or 3.5.b Packet Pg. 116 49 because of the continuation, recurrence, or onset of a health condition that entitles the employee to leave under the CFRA or other circumstances beyond the employee’s control. (b) The City Manager may require the employee to file a physician’s certificate or personal affidavit and to provide reasonable notice of the date the leave will begin and the estimated duration of the leave. (c) Upon the expiration of pregnancy leave and the City’s receipt of a written statement from the health care provider that the employee is fit to return to duty, the employee will be reinstated to her original or an equivalent position, unless it was eliminated for a legitimate business reason during the leave. If the employee's original position is no longer available, the employee will be assigned to an open position that is substantially similar in job content, status, pay, promotional opportunities, and geographic location as the employee's original position. (d) If upon return from leave an employee is unable to perform the essential functions of the job because of a physical or mental disability, the City will initiate an interactive process with the employee in order to identify a potential reasonable accommodation. An employee who fails to return to work after the termination of her leave loses their reinstatement rights. Section 11. Election Leave: If a full-time employee does not have sufficient time outside of working hours to vote at a statewide election, the employee may, without loss of pay, take off enough working time which will enable the voter to vote; provided that in no event shall an employee receive more than two (2) hours of paid election leave. Regular part-time employees are eligible for election leave based upon hours scheduled to work. The time off for voting shall be only at the beginning or end of the regular work shift, whichever results in the least time off from the regular working shift, unless otherwise mutually agreed upon. The employee shall give the supervisor at least two working days’ notice that time off for voting is desired. Section 12. School Visit Leave: Full-time and regular part-time employees are permitted to use up to forty (40) hours of leave for the purpose of participating in their children’s school activities. Vacation or Floating Holiday Leave must be used for this purpose, and the request for time off cannot exceed eight (8) hours in any calendar month. In the event the employee has exhausted all accrued vacation leave and floating holiday hours, leave without pay may be taken for this purpose and all hour restrictions apply. Section 13. Leave of Absence Without Pay: The City Manager may grant a regular employee a leave of absence without pay for a period not to exceed one (1) year. No such leave shall be granted except upon written request of the 3.5.b Packet Pg. 117 50 employee, setting forth the reason for the request. Approval will be in writing. Upon expiration of a regularly approved leave or within a reasonable period of time after notice to return to duty, the employee shall be reinstated in the classification held at the time leave was granted. Failure on the part of an employee on leave to report promptly at its expiration, or within a reasonable time after notice to return to duty may be cause for disciplinary action up to and including termination. Such leave of absence shall not be counted as a break in service for purposes of satisfying the continuous employment requirement for vacation allowance. (a) Department Directors may grant an employee leave of absence without pay for a period not to exceed one (1) calendar week. Such leaves shall be reported to the City Manager. (b) An employee on leave of absence without pay does not accrue sick leave, vacation time, or receive benefits while on leave. Such employee does not lose or forfeit any sick leave or unpaid vacation time that had been accumulated prior to the time being granted. The employee shall pay for their his or her own health benefits during this leave period and will not receive the monthly benefit allotment contribution made by the City. Section 14. Military Leave: Military leave shall be granted to City employees in accordance with the provisions of current federal and state law. An employee requesting leave for this purpose shall provide the Department Director with a copy of the military orders specifying the dates, site and purpose of the activity or mission. Within the limits of such orders, the Department Director may determine when the leave is to be taken and may modify the employee’s work schedule to accommodate the request for leave. Section 15. Political Leave: Political leave may be granted to any employee who is declared a candidate for public office subject to the provisions of Section 13: Leave of Absence Without Pay. Section 16. Leave for Victims of Violence: An employee who has been a victim of a violent crime or domestic violence may take time off to: 1) appear in court to comply with a subpoena or other court order as a witness in any judicial proceeding; 2) seek medical or psychological assistance; or 3) participate in safety planning to protect against further assaults. An affected employee must give the City reasonable notice that he or she is required to be absent for a purpose stated above. In cases of unscheduled or emergency court appearances or other emergency circumstances, the affected employee must, within a reasonable time after the appearance, provide the City with written proof that the absence was required for any of the above reasons. Leave under this section is unpaid unless the employee uses vacation or accrued time off. 3.5.b Packet Pg. 118 51 RULE XIII HOLIDAYS Section 1. Holidays Observed: The City’s observed paid holidays are as follows: 1. New Year’s Day (January 1) 2. President’s Day (observed the third Monday in February) 3. Memorial Day (observed the last Monday in May) 4. Independence Day (July 4) 5. Labor Day (observed the first Monday in September) 6. Veteran’s Day (November 11) 7. Thanksgiving Day 8. Day following Thanksgiving Day 9. Christmas Eve (December 24) 10. Christmas Day (December 25) 11. Eighteen (18) Floating Holiday Hours Holidays which fall on Saturday shall be observed the preceding Friday and holidays which fall on Sunday shall be observed on the following Monday. Paid holidays are only for the observed days. If an observed holiday falls on a nine (9) hour work day under the 9/80 work schedule, those employees on the 9/80 schedule shall receive nine (9) hours of holiday pay and those employees on a traditional work schedule shall receive eight (8) hours of holiday pay. If an observed holiday falls on an eight (8) hour work day under the 9/80 work schedule, those employees on the 9/80 schedule shall receive eight (8) hours of holiday pay and those employees on the traditional work schedule shall receive eight (8) hours of holiday pay. If a full-time employee is scheduled to work on a City observed holiday, they can opt to convert the eight (8) or nine (9) hours of holiday pay into floating holiday leave subject to the provisions of Section 2 below. Section 2. Floating Holidays: (a) Each full-time employee is allowed eighteen (18) hours floating holiday per calendar year, January through December. Regular part-time employees are allowed prorated floating holiday hours per calendar year, January through December based upon hours scheduled to work. (b) Floating Holiday hours are not cumulative and must be used during the above period or said employee will lose the allocated hours. (c) Each employee must submit a request in advance, and approval must be given by the employee’s supervisor and Department Director. 3.5.b Packet Pg. 119 52 (d) An employee is eligible to use floating holiday hours as they are allocated. (e) Floating Holiday hours may be used in lieu of sick leave only if all other benefit time has been exhausted. Section 3. Eligibility for Holidays: All employees are eligible for holiday pay except the following: (a) Intermittent temporary part-time employees. (b) Temporary employees. Section 4. Prorated Holiday Pay: Regular part-time employees shall receive prorated pay for any holiday on which they are scheduled to work. 3.5.b Packet Pg. 120 53 RULE XIV CHANGES IN EMPLOYMENT STATUS Section 1. Transfer: An employee may be transferred by the City Manager at any time from one position to another position in the same or comparable class. A comparable class is one with essentially the same maximum salary limits, involves the performance of similar duties and requires substantially the same basic qualifications. Transfer shall not be used to effectuate a promotion, demotion, advancement, or reduction, each of which may be accomplished only as provided in these Rules. No person shall be transferred to a position for which he/she does not possess the minimum qualifications. Section 2. Promotion: When practicable and consistent with the best interests of the City, vacancies in the competitive service may be filled by promotion from within the competitive service. All candidates for promotion must meet the minimum qualifications identified by the appointing authority. If, in the opinion of the City Manager, a vacancy in the position could be filled better by an open, competitive examination instead of a promotional appointment, he/she shall arrange for an open competitive examination and for the preparation and certification of an eligibility list. Section 3. Demotion: The appointing authority may demote an employee whose performance of their his/her required duties falls below standard or a regular employee for disciplinary cause. No employee shall be demoted to a position for which he/she does not possess the minimum qualifications. Such action shall be subject to the City’s personnel provision on discipline and to the right of appeal. Section 4. Suspension: The appointing authority may suspend an at-will employee at any time or a regular employee for cause. Section 5. Reclassification: The appointing authority may request a reclassification study of a position from one class to another if there has been a gradual accretion or reduction of duties and/or responsibilities. 3.5.b Packet Pg. 121 54 RULE XV SEPARATION FROM EMPLOYMENT Section 1. Job Abandonment: An employee is deemed to have resigned if the employee is absent for three (3) consecutive workdays without prior authorization and without notification during the period of absence. On the second working day of unauthorized absence, the supervisor shall send an e-mail or overnight letter to the employee’s last known address or call the home and personal cell phone number of the employee and leave a message informing the employee that if the employee fails to report to work within one (1) workday, or receive authorization for such absence, the employee will be subject to disciplinary action including and up to termination. Employees separated from employment for job abandonment will be reinstated with such charge removed from the employee’s record upon presentation of justification for absence such as severe accident, severe illness, arrest, or mental or physical impairment which prevented notification. Section 2. Discharge: An at-will employee may be discharged at any time without cause or right of appeal. An employee in the competitive service may be discharged for cause (as described in Rule XVIII, Section 2) at any time by the Department Director or City Manager. Any employee in the competitive service who has been discharged is entitled to rights provided in Rule XVII. Section 3. Lay-off: The City Manager may lay off employees in the competitive service because of change in duties or organization or shortage of work or funds. The City Manager will designate classifications from which layoffs shall or will be made. (a) Notification: Employees to be laid off shall be given, whenever possible, at least ten (10) calendar days prior notice. (b) Order of Layoff: Employees shall be laid off in the inverse order of their seniority in their classification in the department. Seniority shall be determined based upon date of hire in the classification and higher classifications in the department. A lay off out of the inverse order of seniority may be made if, in the City’s judgment, retention of special job skills is required. Within each class designated for layoff, employees shall be laid off in the following order, unless special skills are required: temporary, intermittent and seasonal part-time, part-time hired after October 18, 2005, probationary, part-time regular, full-time regular. In cases where there are two or more employees in the classification in the department from which the layoff is to be made who have the same seniority date, such employees shall be laid off on the basis of the last evaluation rating in the class, providing such rating has been on file at least thirty (30) days and no more than twelve (12) months prior to lay off, in the following order: 3.5.b Packet Pg. 122 55 (1) All employees having ratings of “Needs Improvement” or “Does Not Meet Expectations;” (2) All employees having ratings of “Meets ExpectationsSuccessful;” (3) All employees having ratings of “Consistently Exceeds Expectations” or “Frequently Meets and Exceeds Expectations.” (c) Re-employment Rights for Laid-off Employees: Regular employees, who have received a satisfactory or better evaluation for the twelve (12) months prior to lay off, have completed their probationary period and who have been laid off shall be automatically placed on a re- employment list for one year for the classification from which they were laid off. Section 4. Resignation: An employee wishing to leave City employment in good standing shall file with the Department Director or Division Manager at least ten (10) working days before leaving the service, a written resignation stating the effective date. Failure to give such notice shall mean the employee did not terminate in good standing, unless the City Manager has waived the two-week notice requirement. Failure to comply with this rule shall be entered on the service record of the employee and may be cause for denying future employment by the City. A resignation becomes final when accepted by the City Manager and cannot be withdrawn. Section 5. Reinstatement: A regular employee who has resigned, or has otherwise been separated while in good standing, may for a period of two (2) years after resignation or separation be considered for reinstatement, upon recommendation of the Department Director and approval of the City Manager, to a position in the former employee’s same or comparable classification or a lesser classification provided such a position is vacant and available. The employee shall be reinstated to the salary range and step held at the time of resignation or separation and shall receive a new anniversary date which shall be the first date of employment upon reinstatement. The employee will serve a new probationary period. 3.5.b Packet Pg. 123 56 RULE XVI REPORTS AND RECORDS Section 1. General: The City maintains a personnel file on each employee. An employee’s personnel file shall contain only material that is necessary and relevant to the administration of the City’s personnel program. Personnel files are the property of the City, and access to the information they contain is restricted. Section 2. Notifying City of Changes in Personal Information: Each employee is responsible to promptly notify the employee’s supervisor and the City Manager’s designee of any changes in relevant personal information, including but not limited to:  Mailing address  Telephone number  Persons to contact in emergency  Number and names of dependents Section 3. Location of Personnel Files: The personnel files will be kept secure and confidential by the Human Resources Manager. Section 4. Medical Information: (a) Separate Confidential Files. All medical information about an employee or applicant is kept separately and is treated as confidential, in accordance with federal and state law. (b) Information in Medical Files. The City will not obtain medical information about an employee or applicant except in compliance with the California Confidentiality of Medical Information Act and Health Insurance Portability and Accountability Act. To enable the City to obtain certain medical information, the employee or applicant may need to sign an authorization for release of employee medical information. (c) Access to Medical Information. Access to employee or applicant medical information shall be strictly limited to only those with a legitimate need to have such information for City business reasons. In the case of an employee with a disability, managers and supervisors may be informed regarding necessary restrictions on the work or duties of the employee and necessary accommodations. Section 5. References and Release of Information in Personnel Files: (a) Public Information: Upon request, the City will release to the public information about its employees as required by the Public Records Act. 3.5.b Packet Pg. 124 57 The City will not disclose personnel information that it considers would constitute an unwarranted invasion of personal privacy. (b) Reference Checks: All requests from outside the City for reference checks or verification of employment concerning any current or former employee must be referred to the City Manager’s designee. Information will be released only if the employee signs an authorization for release of employment information, except that without such authorization, the following limited information will be provided: dates of employment, job title and salary upon departure. Managers and supervisors should not provide information in response to requests for reference checks or verification of employment, unless specifically approved by the City Manager on a case-by-case basis. Section 6. Employee Access to Personnel File: An employee may inspect their his or her own personnel file at reasonable times and at reasonable intervals. An employee who wishes to review their his or her file should contact the Human Resources Manager to arrange an appointment. The review must be done in the presence of a Human Resources staff member. Section 7. Destruction of Records: Personnel files, payroll records, records relating to personnel recruitment, including correspondence, applications, examinations, and reports may be destroyed in accordance with the City’s Records Retention Schedule maintained by the City Clerk’s Office. 3.5.b Packet Pg. 125 58 RULE XVII GRIEVANCE PROCEDURES Section 1. Definition: (a) Grievance: Except as otherwise excluded, a grievance is a written allegation by an employee, submitted as herein specified, claiming violation(s) of the terms of these Rules and for which there is no other specific method of review provided by City law. Disputes concerning the applicability of the Grievance Procedure that persist through the third level of review shall be submitted for determination by a court, unless the grievant and the City agree otherwise. (b) Grievant: A grievant is an employee or group of employees adversely affected by an alleged violation of these Rules. (c) Day: A day is any day the City is open to the public, i.e. any day except Saturdays, Sundays, and legal holidays recognized by the City. (d) Exclusions: (1) The procedure is not to be used for the purpose of resolving complaints, requests or changes in wages, hours and working conditions. (2) The procedure is not to be used to challenge the content of employee evaluations orjob performance reviews or probationary employment separations. (3) The procedure is not to be used to challenge the decision to reclassify, layoff, deny reinstatement, or deny a step or merit increase to an employee. (4) This procedure is not to be used in cases of oral reprimand, written reprimand, reduction in pay, demotion, suspension, or termination. (5) This procedure is not to be used to challenge violation of law or past practice. (6) This procedure is not to be used to challenge examinations or appointment to positions. 3.5.b Packet Pg. 126 59 Section 2. Procedure: Step 1: Informal Discussion: The grievant shall discuss the grievance with their his/her immediate supervisor on an informal basis in an effort to resolve the grievance. The grievance will be considered waived if not presented to the immediate supervisor within ten (10) working days following the day the event occurred upon which the grievance is based. The immediate supervisor shall respond within five (5) working days following the meeting with the grievant. Failure of the immediate supervisor to respond within such time limit shall entitle the grievant to process the grievance at the next step. Step 2: First Level of Review: If the grievance is not settled at Step 1, the grievant may submit the grievance in writing to their his/her supervisor within five (5) working days of the receipt of the grievance response at Step 1 or if no response, within five (5) working days of the time in which the supervisor was supposed to respond. Failure of the grievant to deliver the written grievance within this time period shall constitute a waiver of the grievance. The supervisor shall meet with the grievant and a written decision and statement of facts and issues shall be rendered to the grievant within ten (10) working days from the date of the written grievance. Failure of the supervisor to respond within such time limit shall entitle the grievant to process their his/her grievance at the next level of review. Step 3: Department Director or Division Manager Review (Second Level): If the grievance is not settled at Step 2, the grievant may submit the grievance to the Department Director or Division Manager within five (5) working days of receipt of the Step 2 grievance response or if no response, within five (5) working days of the time in which the supervisor was supposed to respond. Failure of the grievant to deliver such written notice within that time period shall constitute a waiver of the grievance. The Department Director shall meet with the grievant, and a written decision and statement of facts and issues shall be rendered to the grievant and representative, if any, within ten (10) working days from the date of service. Failure of the Department Director or Division Manager to respond within such time limit shall entitle the grievant to process the grievance at the next level of review. Step 4: City Manager Review (Final Level): If the grievance is not settled at Step 3, the grievant may serve written notice of the grievance to the City Manager within five (5) working days following receipt of the grievance response at Step 3 or if no response, within five (5) working days of the time in which the Department Director was supposed to respond. Failure of the grievant to serve such notice within that time period shall constitute a waiver of the grievance. The City Manager shall meet with the grievant and a written decision and statement of facts and issues shall be rendered to the grievant and representative, if any, within fifteen (15) working days from the date of service. The City Manager’s decision shall be final. 3.5.b Packet Pg. 127 60 Section 3. Right of Grievant to Representation: The grievant has the right to be represented by any person or an attorney he/she may select during the various stages of the grievance procedure. Section 4. Retaliation: Employees shall be insured freedom from retaliation for using the grievance procedure. 3.5.b Packet Pg. 128 61 RULE XVIII DISCIPLINE Section 1. Types of Disciplinary Action: Disciplinary actions range from informal counseling conversations to termination; provided, however, that counseling, oral warnings and written reprimands are not subject to the appeal procedures set forth in this Rule. Progressive discipline is the corrective process of applying penalties short of termination, or long-term demotion or suspension where conduct is of a less serious nature and the employee has not repeatedly engaged in such conduct. The nature of such discipline should be appropriate to the conduct and need not begin with the least serious disciplinary action. Acceptance of the principle of progressive discipline does not limit the City’s authority to take appropriate action including termination, demotion or suspension for serious offenses which cannot and will not be condoned. (a) Counseling: An informal discussion with an employee to clarify standards, evaluate strengths and weaknesses, or assist in clarifying and remedying a performance or behavior problem. The employee’s supervisor shall make written record of the counseling for the employee and for their own supervisor’s file. (b) Oral Warning: A formal discussion with an employee, usually by the employee’s immediate supervisor, about performance or conduct problems, the need for the employee to improve and what specific improvement is expected. The employee’s supervisor shall make a written record of the warning for the employee and the employee’s personnel file. The employee may respond in writing to the oral warning within fourteen (14) days. The response will be placed in the personnel file with the oral warning. (c) Written Reprimand: A formal written notice to the employee regarding performance or conduct problems, the need for the employee to improve and what specific improvement is expected. The written reprimand goes in the employee’s personnel file with a copy to the employee. The employee may respond in writing to the written reprimand within fourteen (14) days. The response will be placed in the personnel file with the written reprimand. (d) Suspension: Removal of an employee from duty without pay for a specified period. (e) Reduction in Pay: A reduction in pay from the employee’s current step within a pay range to a lower step within that same pay range. (f) Demotion: A reduction in status and salary from one classification to another classification having a lower salary range. 3.5.b Packet Pg. 129 62 (g) Dismissal or Discharge: Separation from employment of an employee for cause. Section 2. Grounds for Disciplinary Action Involving Regular Employees: The following are examples of performance or behavior that may result in disciplinary action. This listing is representative and does not exhaust all possible situations in which disciplinary action may be required. Grounds for discipline include, but are not limited to, the following: (a) Fraud in securing employment or making a false statement on an application for employment. (b) Incompetence; i.e., the inability to comply with the minimum standard of an employee’s position for a significant period of time. (c) Inefficiency or inexcusable neglect of duty, i.e., failure to perform duties required of an employee within their his/her position. (d) Willful disobedience or insubordination, a willful failure to submit to or comply with duly appointed and acting supervision or to conform to duly established orders or directions of persons in a supervisory position or insulting or demeaning a supervisor or manager. (e) Dishonesty or theft. (f) Possession, distribution, sale, use, or being under the influence of or impaired from performance of duty because of alcohol or “controlled substances” while on duty or while operating a City vehicle or impaired from or potentially dangerous equipment leased or owned by the City. (g) Excessive absenteeism. (h) Inexcusable absence without leave. (i) Abuse of sick leave, i.e., taking sick leave without a doctor’s certificate when one is required, or misuse of sick leave. (j) The conviction of either a misdemeanor or a felony related to the position held, or commission of a crime of moral turpitude, may constitute grounds for disciplinary action up to and including termination. The record of conviction will be conclusive evidence of the fact that the conviction occurred. The City Manager may inquire into the circumstances surrounding the commission of the crime in order to support the degree of discipline. A plea or verdict of guilty, or a conviction showing a plea of nolo contendere, is deemed to be a conviction within the meaning of this Section. 3.5.b Packet Pg. 130 63 (k) Discourteous treatment of the public or other employees. (l) Improper or unauthorized use of agency property or funds. City property includes, but is not limited to, physical property, tools, equipment, City communications systems or Information Technology systems, City vehicles or intellectual property. (m) Refusal to subscribe to any oath or affirmation which is required by law in connection with City employment. (n) Any willful act or conduct undertaken in bad faith, either during or outside of duty hours, which is of such a nature that it causes discredit to the City or to, the employee’s department or division. (o) Inattention to duty or negligence in the care and handling of City property. (p) Violation of the rules and regulations of any department. (q) Mental or physical impairment which renders the employee unable to perform the essential functions of the job, with or without reasonable accommodation (if disabled), or without presenting a significant current risk of substantial harm/threat to the health and/or safety of self or others. (r) Outside employment not specifically authorized. (s) Acceptance from any source of a reward, gift, or other form of remuneration beyond the employee’s regular compensation for the performance of their his or her job duties in violation of the policy stated in Rule XXII, Section E. (t) The refusal of any officer or employee of the City to testify under oath before any Grand Jury having jurisdiction over any then pending cause of inquiry into the conduct of City affairs. (u) Willful violation of any of the provisions of an ordinance, resolution, rule, regulation or policy prescribed by the City. (v) Improper political activity as described in Rule III, Section 3. (w) Working overtime without express prior authorization from an authorized supervisor. (x) Unauthorized use, possession, conveyance or storage of weapons, firearms, or explosives on City property. 3.5.b Packet Pg. 131 64 (y) Making false or malicious statements concerning any employee, the City, or the City’s policies or practices. (z) Altering, falsifying, or tampering with time records, or recording time on another employee’s time record. (aa) Falsifying any City record. (bb) Disclosure of confidential information to any unauthorized person or entity. (cc) Stealing, sabotage, willful damage, abuse or destruction of City property, tools or equipment, or the property or equipment of a supplier, customer or another employee, or failure to report any of the above, including removal of City property or the property of others without proper authorization. (dd) The use of abusive or threatening language toward fellow employees, supervisors, suppliers, customers, or citizens. (ee) Fighting, coercing, interfering with, or threatening bodily injury to other employees, supervisors, suppliers, customers, or citizens. (ff) Unauthorized sleeping during assigned working hours. (gg) Failure to observe City working hour schedule(s), starting time(s), quitting time(s), rest and meal periods. (hh) Sexual or discriminatory harassment. (ii) Job abandonment (workdays absent from duty without supervisory notification). (jj) Violation of any law, statute or ordinance. (kk) Inappropriate use of the intranet, internet, or e-mail in accordance with the City’s Information Systems Usage Policy. (ll) Inappropriate attire. (mm) Taking City vehicles/equipment home for personal use. (nn) A suspension, revocation, cancellation or disqualification of a driver’s license when a driver’s license is required for the position. (oo) Failure to report an industrial injury or vehicle accident while on City time. 3.5.b Packet Pg. 132 65 Section 3. Procedures for Taking Disciplinary Action: A Department Director may place an employee on administrative leave with pay pending a potential disciplinary action with the City Manager’s approval: (1) when the Department Director believes that the employee’s continued presence at the work site could have detrimental consequences for City operations, or (2) pending investigation into charges of misconduct. If the charges against the employee are substantiated by the investigation, appropriate disciplinary action including and up to termination may be taken in accordance with these procedures. (a) Oral Warning: Following a formal discussion, a supervisor or manager will summarize the oral warning, provide the summary to the employee and place it in the employee’s department and official personnel file. The employee may within fourteen (14) days of receipt of the oral warning file a written response for placement in the personnel file. (b) Written Reprimand: A written reprimand will be prepared, discussed with and given to the employee. A copy will be given to the employee and placed in the employee’s official personnel file. The employee may within fourteen (14) days of receipt of the written reprimand file a written response for placement in the personnel file. (c) Suspension/Reduction in Pay/Demotion/Dismissal of Regular Employees: (1) Notice of Proposed Discipline: Whenever the appropriate authority intends to suspend an employee, reduce the employee in pay, demote the employee or dismiss the employee, the appropriate authority will give the employee a written notice of proposed discipline which sets forth the following: a. The disciplinary action being proposed; b. The specific charges upon which the action is based; c. A summary of the facts upon which the charges are based; d. Identification of all rules, regulations, or policies allegedly violated; e. A copy of all documents upon which the discipline is based; f. Notice of the employee’s right to respond to the charges either orally or in writing to the appropriate authority; 3.5.b Packet Pg. 133 66 g. The date, time and person before whom the employee may respond; orally, or the due date for any written response. h. Notice that failure to respond at the time specified will constitute a waiver of the right to respond prior to final discipline being imposed; i. The employee’s right to representation. (2) Response by Employee: The employee will have the right to respond to the appropriate authority orally or in writing within five (5) working days. The employee will have a right to be represented at any meeting set by the appropriate authority to hear the employee’s response. The employee’s response will be considered before final action is taken. (3) Final Notice: After receipt and consideration of the employee’s response or the expiration of the employee’s time to respond, the appointing authority or designee will: (1) dismiss the proposed discipline and take no disciplinary action against the employee, (2) modify the recommended disciplinary action, or (3) uphold the recommended disciplinary action. The appointing authority shall therefore prepare and serve upon the employee a Final Notice of Disciplinary Action. The Final Notice of Disciplinary Action will include the following: a. The disciplinary action taken, if any; b. The effective date of the disciplinary action; c. Specific charges upon which the action is based; d. A summary of the facts upon which the charges are based; e. The written documents upon which the disciplinary action is based; f. A response to whatever presentation was submitted by the employee; g. The employee’s right to appeal. Section 4. Appeal Rights: A regular employee will have the right to appeal a suspension, reduction in pay, demotion, or dismissal. 3.5.b Packet Pg. 134 67 Section 5. Method of Appeal: Appeals shall be in writing, signed by the employee (appellant), and filed with the City Manager within five (5) working days after receipt of the Final Notice of Disciplinary Action. The appeal shall be a written statement, addressed to the City Manager admitting or denying each of the charges in the final notice and reasons why the final action should be reversed or modified. The formality of a legal pleading is not required. Section 6. Notice: Upon the filing of an appeal, the City Manager shall set a date for a hearing. The City shall notify all interested parties of the date, time and place of the hearing at such place as the City Manager shall prescribe. Section 7. Subpoenas: Subpoenas for witnesses to appear or for documents shall be issued only upon receipt by the City Manager of a written request thereof or, setting forth the names and addresses of the witnesses desired to be subpoenaed. Section 8. Subpoenas - Issuance: Subpoenas for witnesses or documents shall be issued only at direction of the City Manager. Section 9. Hearings: The appellant shall appear personally, unless physically unable to do so, before the City Manager, at the time and place of the hearing and may be represented by any person(s) or attorney(s) he/she may select and may, at the hearing, produce on their his/her behalf, relevant oral and/or documentary evidence. At the commencement of any such Hearing, or at any time prior to the commencement thereof, the City Manager may specify the order of procedure for any such hearing. Except as otherwise directed, the order of procedure for any such hearing shall be as follows: (a) The Department Director or officer having appointing power shall be designated the respondent for the purpose of the hearing. The respondent shall present testimony or evidence in support of the statement of charges against the employee. Such evidence may be presented in the form of oral testimony, documents or demonstrative evidence. The employee shall have the right of cross examination of witnesses. (b) The employee challenging the discipline shall be designated the appellant for the purpose of a hearing. Upon completion of the respondent’s initial presentations the appellant shall be accorded an opportunity to present testimony documents or administrative evidence in answer to the statement of charges against him/her. Respondent shall have the right to cross-examine witnesses. (c) The respondent and appellant may then offer rebuttal evidence only, unless the City Manager permits additional evidence to be presented. 3.5.b Packet Pg. 135 68 (d) At the conclusion of the hearing, the City Manager may permit arguments to be made. (e) The conduct and decorum of the hearing shall be under the control of the City Manager, with due regard to the rights and privileges of the parties appearing. Hearings need not be conducted according to technical rules relating to evidence and witnesses but hearings shall be conducted in a manner most conducive to determination of the truth. (f) Oral evidence shall be taken only upon oath or affirmation of the witness. (g) Any relevant evidence may be admitted if it is the type of evidence on which responsible persons are accustomed to rely in the conduct of serious affairs, regardless of the existence of any common law or statutory rules that might make improper the admission of such evidence over objection in civil actions. (h) The rules dealing with privileges shall be effective to the same extent that they are now or hereafter may be recognized in civil actions. (i) Irrelevant and unduly repetitious evidence may be excluded. (j) During examination of a witness, all other witnesses, except the parties, shall be excluded from the hearing upon motion of either party. (k) In a disciplinary appeal the employer has the burden of proof by preponderance of the evidence. (l) Hearings and continuances thereof, shall be scheduled and granted to accommodate a fair hearing, but shall not result in undue delay and such scheduling shall remain within the reasonable discretion of the City Manager. (m) The City will provide either a court reporter or another means of recording the hearing. Section 10. Findings and Recommendations: The City Manager shall, within twenty (20) days after the conclusion of the hearing, certify their his/her findings and decision in writing to the appellant and to the respondent. This shall be the final administrative decision. 3.5.b Packet Pg. 136 69 RULE XIX PERFORMANCE EVALUATIONS AND ANNUAL WORK PLANS Section 1. General: Performance evaluation is the process of evaluating and recording the performance of each employee. The performance evaluation is best used: (a) To maintain a high level of efficiency or assist in raising efficiency by commending the employee. (b) To indicate to the employee those points in which he/she shows weak performance, and suggest the proper means of raising their his/her working performance to the standard level. (c) To inform the employee of good performance. (d) To encourage better working relationships and mutual understanding by letting the employee know where he/she stands with relation to his/hertheir supervisor’s evaluation of his/hertheir work. (e) To establish an annual work plan consisting of goals and tasks to be accomplished. Section 2. Responsibility for Evaluation: The Department Director or Division Manager, together with other supervisors familiar with the employee’s work, is responsible for proper preparation of the performance evaluation for each employee in that department. The supervisor should carefully review the complete class description, and the goals and objectives for the employee, if any, before beginning each evaluation, to remind himself/herself of what should be expected from the employee and their accomplishments during the evaluation period., consider each item on the evaluation sheet separately in the light of the column definition, and select the column which best describes the work of the employee in each category. Section 3. Discussion with Employee: The performance evaluation must be discussed with the employee. During the interview, as well as on the form, special attention should be given to discussing specific ways in which the employee can improve their his/her performance. An opportunity should also be afforded the employee to comment and bring up any questions he or she may have. Section 4. Schedule: Performance evaluations for probationary employees are to be prepared at the end of the first five (5) months, and after the first eleven (11) months, immediately prior to the completion of the one year probationary period. After the probationary evaluation, an evaluation should be done on an annual basis on the employee’s anniversary date. Performance evaluation for employees who are already at the top of their salary range shall continue to be prepared on the employee’s anniversary date. This will provide a 3.5.b Packet Pg. 137 70 continuing opportunity for the employee and supervisor to review their annual work plan. Section 5. Appeal Procedure: It is the intent of the City to offer fair and equitable appeals procedures for employees’ performance evaluations. Below are the official guidelines for appealing a performance evaluation that has an overall rating below satisfactory. (a) Employee and supervisor meet to review and discuss the employee’s performance evaluation. (b) The employee may respond in writing to the contents of the evaluation. The employee must submit this response to the Department Director or Division Manager within ten (10) working days immediately following receipt of the evaluation. (c) The employee may appeal the performance evaluation to the City Manager. The City Manager shall review the appeal with the employee and the Department Director or Division Manager. The decision shall be rendered in writing within fifteen (15) working days by the City Manager, and the decision of the City Manager shall be final. 3.5.b Packet Pg. 138 71 RULE XX VEHICLE USE Section 1. Use of Private Vehicles: Private automobiles are not to be used for the City business except as authorized. The City Manager may authorize such use at the reimbursement rate equal to that set forth by the Internal Revenue Service. Payments shall be based upon the most direct route to and from the destination and garage and parking expenses shall be paid in addition to the current rate, upon submission of paid receipts. Section 2. Auto Allowance: Executive and Management Employees and Members of the City Council will receive a monthly car allowance. This stipend will be in lieu of any mileage reimbursement. If additional garage and parking expenses are incurred, they are reimbursable. Employees receiving a monthly auto allowance are eligible for mileage reimbursement in cases of exceptional travel. Exceptional travel is mileage which is in excess of sixty (60) miles beyond the employees’ normal commute. Section 3. Use of City Vehicles for Rest or Meal Breaks: The use of City vehicles shall be limited to official City business and employees are prohibited from using a City vehicle to travel to business establishments to conduct personal business (e.g. bank, post office, etc.), activities (e.g. use of a private gym, etc.) or errands (e.g. shopping, dry cleaner, etc.) or to travel to a private residence during rest or meal breaks. Employees may utilize a City vehicle to patronize restaurants and food establishments in the City while in transit or in close proximity to the work site for the purpose of purchasing food and beverages and for restroom facility use. Such use of a City vehicle shall constitute an official rest and/or meal break with travel time included. 3.5.b Packet Pg. 139 72 RULE XXI PROFESSIONAL DEVELOPMENT Section 1. Training: The City Manager and employees of the City are eligible to request specialized training in the form of a symposium, special course, forum, etc., at the City's expense. All training is subject to approval based on available funding. Section 2. Tuition Reimbursement: Subject to Council fiscal year budget authorization, each full-time and regular part-time (on a pro-rated basis) employee shall be entitled to reimbursement in the amount of up to maximum of $1500 per fiscal year for college/ level or university level educational or professional development courses (including tuition and related books) which have been approved by the City Manager or designee as being job-related and of value to the City. Reimbursement under this Section is contingent upon verification of attainment of a letter grade of “C” or better, or in those cases where no letter grade is given, verification of completion of the course with a “Pass” or “Credit” grade and submittal of a receipt for registration bearing the name of the course for which reimbursement is requested. In the case of reimbursement for books for any approved course, a syllabus, course reading list or course outline showing the book as being required for the course, plus a receipt bearing the title of the book, must be submitted. Section 3. Computer Loan Program: Regular Full-time and part-time employees can receive interest-free loans between $250 and $2,500 for the purpose of financing a personal computer, a printer, and/or City-compatible software so employees can gain experience by working with a personal computer away from the office and outside of regular business hours. An employee may purchase a more expensive system, but he/she must pay the balance over $2,500. The loan covers 90% of the total price of the equipment/software being purchased. The employee pays the remaining 10% of the purchase price at the time of purchase. Loans are made on a first-come, first-served basis based on available funds. Once the money for the employee loans has been obligated, the fund will be replenished through payroll deductions from outstanding loans. New loans will then be made as funds become available. Loans will be for a maximum term of 24 months and will be repaid through payroll deductions on a biweekly basis. 3.5.b Packet Pg. 140 73 RULE XXII EMPLOYEE STANDARDS OF CONDUCT Section 1. Code of Ethics: (a) Each City officer, official, and employee has an obligation to the citizens, to the people’s elected representatives, and to fellow employees to meet the highest ethical and professional standards and to enhance the public’s respect and trust for the City government and its operations. (b) Employees of the City have responsibilities unique from their counterparts in the private industry. Employment with the City carries an obligation of personal integrity and conduct that serves to establish public respect, confidence, and trust. (c) Each employee represents the City and the quality of City service is judged through job performance and conduct. The citizens of Diamond Bar have the right to expect that City employees will provide services in an efficient, thorough, and courteous manner. (d) The City, as a condition of employment, expects to receive from the employee: (1) Initiative and a conscientious effort to perform productive work. (2) Cooperative, positive, responsive, and courteous relations with fellow employees, supervisors, subordinates, and the public. (3) A continuous effort to strive for greater knowledge and skill on the job in order to maintain performance at a high level. (4) Compliance with all policies, regulations, rules of conduct, and ordinances established by the City. (5) Public loyalty to and support of the official policies of the City. (6) Responsible work habits demonstrated by: a. Dependability, promptness, reliable attendance, and performing required duties competently, b. Keeping informed of developments and matters affecting job performance, c. Being flexible and adaptable to change, 3.5.b Packet Pg. 141 74 d. Accepting constructive suggestions and criticism. (7) Neat and clean grooming and attire appropriate to the job assignment. Prescribed uniforms and safety equipment must be worn where required. (e) No employee will accept a fee, compensation, gift, payment of expenses or any other thing of monetary value, outside of a City salary and benefits, in exchange for the performance of the employee's work duties or in any circumstances in which acceptance may result in or create the appearance of any one or more of the following: (1) Use of public office and/or employment for personal or private gain. (2) Preferential treatment of any person. (3) Loss of complete independence or impartiality. (4) Making a City decision outside of official channels. (5) Reduction of public confidence in the integrity of City government and/or its employees. (6) Impeding government efficiency or economy. Section 2. Harassment Policy: (a) Purpose: The City is committed to providing a work environment free of discriminatory harassment. The purpose of this policy is to define discriminatory harassment including sexual harassment, to prohibit the condoning or perpetuating of such conduct and to provide an efficient means for reporting and resolving complaints of harassment by or against any employee or applicant or from a person providing services pursuant to a contract. This policy also applies to elected and appointed officials. (b) General Policy: The City’s policy strictly prohibits discriminatory harassment on the basis of any protected category listed in Rule III, Section 1. The City considers discriminatory harassment a serious offense and is firmly committed to the philosophy that every employee has the right to work in an environment free from discriminatory intimidation, ridicule and insult and to be treated with courtesy, dignity and respect. Every employee is expected to adhere to a standard of conduct that is respectful to all persons within the work environment. 3.5.b Packet Pg. 142 75 This Policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, disciplinary action, layoff, recall, transfer, leave of absence, training opportunities and compensation. Employees who violate this Policy may be subject to disciplinary action up to and including termination. The sexual harasser may be found personally liable to the victim of the harassment. Sexual harassment is outside the course and scope of employment, meaning that an employee found liable for sexual harassment is not entitled to a defense or indemnity from the City in any action brought by the victim. (c) Prohibited Conduct: The City’s policy prohibits the following types of conduct: (1) Harassment: Harassment is any type of verbal or physical conduct based on an employee’s membership in a protected category as defined in Rule III, Section 1 that affects an employee’s work performance negatively and/or alter the conditions of employment and create an intimidating, hostile or otherwise offensive working environment. It need not be explicit, or even specifically directed at the victim. Sexually harassing conduct can occur between people of the same or different genders. (2) Sexual Harassment: Sexual harassment is defined as follows: any action that constitutes an unwelcome sexual advance or request for sexual favors, or any verbal, visual or physical conduct of a sexual nature that is (i) related to or a condition to the receipt of employee benefits, including, but not limited to, hiring and advancement, (ii) related to or forms the basis for employment decisions affecting the employee, (iii) affects an employee’s work performance negatively and/or alter the conditions of employment and create an intimidating, hostile or otherwise offensive working environment. Romantic or sexual relationships between supervisors and subordinate employees are discouraged. There is an inherent imbalance of power and potential for exploitation in such relationships. The relationship may create an appearance of impropriety and lead to charges of favoritism by other employees. A welcome sexual relationship may change, with the result that sexual conduct that was once welcome becomes unwelcome and harassing. Examples of the type of conduct that can constitute unlawful harassment or sexual harassment include, but are not limited to, the following: 3.5.b Packet Pg. 143 76 Verbal: Inappropriate or offensive remarks, slurs, jokes or innuendoes based on protected categories as defined in Rule III, Section 1. This may include, but is not limited to, inappropriate comments regarding an individual’s body, physical appearance, attire, sexual prowess, marital status, pregnancy or sexual orientation; unwelcome flirting or propositions; demands for sexual favors; verbal abuse, threats or intimidation of a sexual nature; or sexist, patronizing or ridiculing statements that convey derogatory attitudes about a particular gender. Physical: Inappropriate or offensive touching, assault, or physical interference with free movement when directed at an individual on the basis of actual or perceived protected categories as defined in Rule III, Section 1. This may include, but is not limited to, kissing, patting, lingering or intimate touches, grabbing, massaging, pinching, leering, staring, unnecessarily brushing against or blocking another person, whistling or sexual gestures. Visual or Written: The display or circulation of offensive or derogatory visual or written material related to protected categories as defined in Rule III, Section 1. This may include, but is not limited to, posters, cartoons, drawings, graffiti, reading materials, computer graphics or electronic media transmissions. Environmental: A work environment that is permeated with sexually- oriented talk, innuendo, insults or abuse not relevant to the subject matter of the job. A hostile environment can arise from an unwarranted focus on sexual topics or sexually suggestive statements. An environment may be hostile if unwelcome sexual behavior is directed specifically at an individual or if the individual merely witnesses unlawful harassment in their his or her immediate surroundings. The determination of whether an environment is hostile is based on the totality of the circumstances, including such factors as the frequency of the conduct, the severity of the conduct, whether the conduct is humiliating or physically threatening, and whether the conduct unreasonably interferes with an individual’s work. (d) Provisions: (1) Prohibited Supervisory or Managerial Behavior: No supervisor, manager, or other authority figure shall condition any employment, employee benefit, or continued employment with the City on an applicant’s or employee’s acquiescence to any of the behavior described in Section 3 above. No supervisor, manager, or other authority figure shall retaliate against any applicant, or employee, because that person has 3.5.b Packet Pg. 144 77 opposed a practice prohibited by this policy or has filed a complaint, testified, assisted, or participated in any manner in an investigation, proceeding, or hearing. (2) Behavior Prohibited by all Persons: No person in City Hall or any other City workplace shall create a hostile or offensive work environment for any other person by engaging in any discriminatory harassment or by tolerating it on the part of any employee. No person in City Hall or any other City workplace shall assist any individual in doing any act that constitutes discriminatory harassment against any City employee. No person in City Hall or any other City workplace may retaliate against any employee because that person has opposed a practice prohibited by this policy or has filed a complaint, testified, assisted or participated in any manner in an investigation proceeding or hearing conducted by an authorized investigator. No person shall destroy evidence relevant to an investigation of harassment discrimination. (3) Obligations of Supervisors/Managers: Any supervisory staff members receiving a complaint of harassment, whether formal or informal or whether oral or written, or observing or otherwise being made aware of an incident of harassment, must inform the Human Resources Manager, Assistant City Manager, or the City Manager of such complaint or incident. In accordance with California law, all supervisory or management employees will receive sexual harassment training every two years. A copy of this policy shall be provided to all City employees. The Human Resources office shall make available upon request information from the Department of Fair Employment and Housing and the Equal Employment Opportunity Commission about filing claims of sexual harassment with these entities. (4) Obligations of All Employees: On an annual basis all employees will be required to review the harassment policy and sign a form which acknowledges that they have read and understand the City’s harassment policy and complaint procedure. All employees should report any conduct, which fits the definition of discriminatory harassment, to their immediate supervisor or 3.5.b Packet Pg. 145 78 appropriate authority figure. This includes conduct of non- employees, such as sales representatives or service vendors or harassing conduct toward such contractors. All persons should report to their supervisor, manager or the Human Resources Manager any instances of discriminatory harassment that they have directly observed, whether or not reported by the employee who is the object of the harassment. All employees shall cooperate with any investigation of any alleged act of discriminatory harassment conducted by the City or its agents. (5) Investigative Action: The City Manager’s designee shall authorize the investigation or conduct the investigation of any incident of alleged discriminatory harassment reported to them. The investigation shall be conducted in a way that ensures, to the extent feasible, the privacy of the parties involved. The person designated to investigate shall immediately report in writing the findings of fact to the City Manager’s Designee. The designee will determine whether the Policy has been violated and communicate the conclusion to the complainant. Disciplinary action shall be decided in accordance with these Rules and after consultation with the City Manager’s designee. Under no circumstances shall an employee of the City who believes that he or she has been the victim of discriminatory harassment be required to first report that harassment to a supervisor or other authority figure if that person or authority figure is the individual who has done the harassing. Under no circumstances shall a supervisor, manager, or other authority figure retaliate in any way against an employee who has made a complaint or who has provided information as a witness to an incident of alleged harassment. All supervisors and managers are required to maintain confidentiality to the extent possible in communicating or investigating any claims of alleged harassment. (e) Complaint Form: The more time that passes after an incident of harassment, the more difficult it is to investigate. Complaints should be made as soon as possible. The initial report may be oral or written, but 3.5.b Packet Pg. 146 79 a written and signed statement will better assist in the investigation process. Your notification to the City is essential. The City cannot respond to a harassment problem if the problem is not brought to our attention. You may be assured that you will not be penalized in any way for reporting discriminatory harassment or other harassment problems. Complaint forms are available in Human Resources or a written statement can be submitted but must include the following information: (1) The employee's name, department and position title. (2) The name of the person or persons committing the harassment, including their title(s) if known. (3) The specific nature of the harassment, how long it has gone on, and any employment action (demotion, failure to promote, dismissal, refusal to hire, transfer, etc.) taken against the victim as a result of the harassment (if applicable), or any other threats made against the victim as a result of the harassment. (4) Witnesses to the harassment. (5) Whether the victim previously has reported such harassment and, if so, when and to whom. 3.5.b Packet Pg. 147 80 CITY OF DIAMOND BAR Harassment Complaint Form All complaints will be investigated in accordance with procedures detailed in the Harassment Policy. The City respects the employees/individuals right of confidentiality however, disclosures may be done on a need to know basis. NAME: __________________________________________________ TITLE: __________________________________________________ DEPARTMENT: ___________________________________________ TODAY’S DATE: __________________________________________ DATE OF OCCURRENCE(S): ________________________________ Please identify the individual who is doing the harassing/discriminating. Include name(s) and job title(s): _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Please detail the behavior which you are reporting - including all individuals involved, location, time, and any witnesses. If there are multiple occurrences, detail each. Describe the incident, the participants, the background to the incident and any attempts you have made to solve the problem. Be specific, i.e. detail actions, not attitudes or opinions – “he/she put their right hand on my left shoulder; not “he/she makes me feel uncomfortable”: _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Please identify others who are aware of this behavior and how they are aware: _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 3.5.b Packet Pg. 148 81 City of Diamond Bar Harassment Complaint Form Page 2 Please identify and provide any written documents relevant to this complaint, i.e. diaries, journals, letters, emails, etc.: _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Are you aware of others who have similar complaints? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Is there a suggestion for resolution for this matter and/or a desired outcome? _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Was this harassment previously reported? ______yes ______no If checked “yes” above, state when and to whom: _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Thank you for providing as detailed information as you are able. Please attach copies of relevant documentation. You may use additional paper if necessary. You will be informed in writing of the results of the investigation. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. _____________________________________________ ________________ Signature of Complainant Date 3.5.b Packet Pg. 149 82 Section 3. Workplace Substance Abuse Prevention Policy: (a) Purpose: The purpose of this policy is to provide guidelines for all employees to deal effectively with substance abuse and its effects in the workplace. Employees are expected to be in suitable mental and physical condition, perform their jobs satisfactorily, and behave appropriately. Should the use of alcohol or drugs interfere with these expectations, employees may be offered rehabilitative assistance. Failure to meet these expectations could result in disciplinary action. (b) Policy: It is the City’s policy that employees shall not be under the influence of or in unlawful possession of alcohol, marijuana or other illegal drugs or controlled substances while on City property, at work locations, or while on duty either on City property or elsewhere; shall not utilize such substances when they are assigned to be on call for duty; shall not possess, provide or sell legal or illegal drugs to any other employee or to any person while on duty; nor have their ability to work impaired as a result of the use of alcohol, marijuana or illegal drugs. While use of medically prescribed medications and drugs is not per se a violation of this policy, the employee must notify their his/her supervisor, before beginning work, when taking medication or drugs (including the possible effects of taking such medication or drugs) which the employee believes may interfere with the safe and effective performance of duties or operation of equipment. In the event there are questions regarding an employee’s ability to safely and effectively perform assigned duties while using such medication or drugs, clearance from their physician may be required. City employees are prohibited from drinking alcoholic beverages during working hours (including lunch hours and breaks), while on City premises at any time, while driving a City vehicle during regular working hours, while on official City business. The consumption of alcohol by City employees may be allowed only at designated City facilities during certain special City functions and with prior authorization by the City Manager. In order to promote a safe, productive and efficient workplace, the City has the right to search and inspect all City property, including but not limited to lockers, storage areas, furniture, City vehicles, and other places under the common control of the City. No employee has any expectation of privacy in any City building, property, or vehicle or in using any City communications systems. Employees with drug or alcohol problems are encouraged to seek assistance. Seeking assistance for such a problem before a positive drug and alcohol test will not jeopardize an employee’s job. 3.5.b Packet Pg. 150 83 (c) Employee Responsibilities: An employee must: (1) Not report to work while impaired, or under the influence of drugs or alcohol or controlled substance; NOTE: "Under the influence of drugs or alcohol" means: the use of any alcoholic beverage or any illegal drug or substance, or the misuse of any prescribed drug, in a manner and to a degree that impairs the employee's work performance or ability to use City property or equipment safely. (2) Notify their his/her supervisor, before beginning work, when taking any medications or drugs, prescription or nonprescription, which may interfere with the safe and effective performance of duties or operation of City equipment. (3) Not possess or use alcohol or impairing drugs (illegal drugs and prescription drugs without a prescription) during working hours, rest periods, or at any time while on City property; (4) Not directly or through a third party sell or provide drugs or alcohol to any person, including any employee, while either employee or both employees are on duty; (5) Immediately complete and sign a consent form (see drug testing prerequisite) and submit to an alcohol and drug test when requested to do so by the employee's supervisor or manager. (6) Provide within 24 hours of request bona fide verification of a current valid prescription for any potentially impairing drug or medication identified when a drug screen/test is positive. The prescription must be in the employee's name. (7) Report any conviction under a criminal drug statute to the City Manager within five (5) days of such conviction. (d) Procedure: When an employee’s supervisor and a second employee or supervisor observe an employee’s actions that lead them to reasonable individualized suspicion to believe that an employee may be under the influence of alcohol or drugs, and/or is exhibiting signs of impairment, that employee may be directed to a City designated medical evaluation. This medical evaluation will be conducted in order to determine if in fact that employee has evidence of alcohol and/or drugs in their his/her system. 3.5.b Packet Pg. 151 84 “Reasonable individualized suspicion” is based on objective factors, such as behavior, speech, body odor, appearance, or other evidence of recent drug or alcohol use which would lead a reasonable person to believe that the employee is under the influence of drugs or alcohol at work. In order to receive authority to test, the supervisor must record the factors that support reasonable suspicion and discuss the matter with the Human Resources Manager and Department Director. If there is a reasonable suspicion of drug or alcohol abuse at work, the employee will be relieved from duty and placed on sick leave until the test results are received. Reasonable suspicion may be justified by among other things, one or a combination of any of the following indicators: Bloodshot or watery eyes Slurred speech Alcohol on breath Physical and/or verbal altercation Inability to walk a straight line An accident involving City property or vehicle Possession of drugs or alcohol Frequent absenteeism Confusion/difficulty in concentration Noticeable change in behavior Drowsiness/Lethargy If reasonable individualized suspicion pertaining to the use of drugs and/or alcohol by an employee is determined during normal working hours, the following steps shall be followed to facilitate the medical evaluation process: Step 1: The supervisor shall contact the Human Resources Office at the earliest available opportunity to discuss the event(s) which led to a belief that an employee acted intoxicated or impaired under the influence of drugs. At that time, it will be determined whether or not sufficient facts exist to indicate that drug or alcohol testing may be appropriate. If the evidence exists for an immediate test, an appointment with a medical facility shall be made to conduct the test. The supervisor shall inform their his/her Department Director of this situation. Refusal by an employee to submit immediately to an alcohol and/or drug analysis when directed to do so may constitute insubordination and may be grounds for discipline up to and including termination. The actual type of testing including possible urine or blood screens, will be determined by the Medical Review Officer (MRO.) 3.5.b Packet Pg. 152 85 Step 2: The supervisor, or their his/her designee, shall personally drive the employee to the medical facility and wait for the test to be completed. Step 3: The employee will then be transported home or, in appropriate situations, to a hospital as deemed necessary by the MRO. The employee will continue receiving pay during this time and disciplinary action will not be administered unless the test results are positive and confirmed. Information obtained through this testing will be treated with strict confidentiality. Step 4: If the employee is found to have alcohol or drugs in their his/her system, the supervisor shall meet with the employee to give the employee an opportunity to explain. The supervisor shall encourage the employee to seek professional assistance in dealing with any drug or alcohol problem. The employee’s medical group may provide the needed drug/alcohol counseling. Also, the City can provide a referral for an employee who is seeking professional assistance in the matter. The City may require alcohol or drug screening following any work-related accident or any violation of safety precautions or standards, regardless of whether an injury resulted from the accident or violation, provided that the “reasonable suspicion” factors described above are present. Should an incident arise after normal work hours (i.e., overtime, official City business, etc.), the above procedures should be followed with the exception of contacting the Human Resources Office. The City’s Substance Abuse Prevention Policy is not intended to be, and shall not be, used as a tool for harassing any employee or group of employees. When employees are required to submit to testing for suspected substance abuse, it shall be only for reasons set forth in this policy. (e) Documentation: Records pertaining to job performance, attendance, and behavior shall be maintained in the employee’s personnel file. Records related to a drug or alcohol test or any medical diagnosis will be kept in a separate medical file. (f) Disciplinary Action: The City views the use, possession, transfer, or sale of alcohol or drugs or controlled substance to be in violation of this policy and may subject the employee to disciplinary action up to termination in accordance with these Rules. If an employee tests positive for alcohol and/or drugs, disciplinary action including and up to termination may result. 3.5.b Packet Pg. 153 86 (g) Follow Up: Should the results of an employee alcohol/drug test be positive, the following steps shall occur: (1) The Department Director will have a discussion with Human Resources to determine the type of disciplinary action, if any, which would be most suitable or to evaluate an alternative to discipline. Should the results of the alcohol/drug testing be negative: (1) The employee is free to return to the workplace and assume their his/her regular job duties. (2) No further action will be taken. Section 74. Policy Against Retaliation: (a) Policy: It is the policy of the City to prohibit the taking of any adverse employment action against those who in good faith report, oppose, or participate (as witnesses or accused) in investigations into complaints of alleged violations of City policy or state or Federal law in retaliation for that reporting, opposition, or participation. Disciplinary action, up to and including termination, will be taken against an employee or officer who is found to have violated this policy. Any elected official or contractor who violates this policy will be subject to appropriate sanctions. (b) Policy Coverage: This policy prohibits City officials, officers, employees, or contractors from retaliating against applicants, officers, officials, employees, or contractors because of any of the protected activity as defined herein. (c) Definitions: (1) “Protected activity” includes any of the following: • Filing a complaint with a federal or state enforcement or administrative agency. • Participating in or cooperating with a federal or state enforcement agency that is conducting an investigation of the City regarding alleged unlawful activity. • Testifying as a party, witness, or accused regarding alleged unlawful activity. 3.5.b Packet Pg. 154 87 • Associating with another employee who is engaged in any of the protected activities enumerated here. • Making or filing an internal complaint with the City regarding alleged unlawful activity. • Providing informal notice to the City regarding alleged unlawful activity. (2) “Adverse action” includes any of the following: • Real or implied threats of intimidation to attempt or prevent an individual from reporting alleged wrongdoing or because of protected activity. • Refusing to hire an individual because of protected activity. • Denying promotion to an individual because of protected activity. • Taking any form of disciplinary action because of protected activity. • Issuing a poor evaluation because of protected activity. • Extending a probationary period because of protected activity. • Altering work schedules or work assignments because of protected activity. (d) Complaint Procedure: An applicant, employee, officer, official, or contractor who feels he or she has been retaliated against in violation of this Policy should immediately report the conduct according to the City’s Harassment Complaint procedure so that the complaint can be resolved fairly and quickly. 3.5.b Packet Pg. 155 Agenda #: 3.3 Meeting Date: April 21, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: AMENDMENTS TO THE CITY’S PERSONNEL RULES AND REGULATIONS EFFECTIVE APRIL 21, 2020. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Adopt Resolution No. 2020-09, amending the City's Personnel Rules and Regulations Effective April 21, 2020. FINANCIAL IMPACT: No financial impact. BACKGROUND: Diamond Bar Municipal Code Chapter 2.20.050, entitled “Adoption and Amendment of Rules and Regulations”, states that the Personnel Rules and Regulations shall be adopted by Resolution of the City Council. The purpose of these rules is to facilitate efficient and economical services to the public and to establish lawful procedures for dealing with personnel matters. The last time the City Council reviewed and approved changes to the Personnel Rules and Regulations was on March 1, 2016. During that update, there were significant changes that included legal updates, clarification of policies, addition of missing policies or procedures and grammatical corrections. Since the last comprehensive update in 2016, the Personnel Rules and Regulations will require periodic maintenance from time -to-time to update minor adjustments to policies to reflect public personnel best practices and to clarify language in the document to ease the implementation and administration of the rules and regulations. The proposed changes to the Personnel Rules and Regulations were made with these points in mind, in addition to, the City Council’s Strategic Plan direction to create and sustain a high performing organization. 3.3 Packet Pg. 47 3.5.c Packet Pg. 156 ANALYSIS: A full-length redlined copy of the proposed changes to the City’s Personnel Rules and Regulations is included in Attachment 2. A summary of the substantive changes is listed below. Rule IV, Section 8. Flexible Staffing Program – This policy was previously approved by the City Council in June 2018. The addition of this language is to document the City Council’s policy directive in the Personnel Rules and Regulations. This program allows the City Manager to hire or promote qualified individuals from an entry-level position to a professional level classification where a job series exists to more effectively staff the organization and serve the public in an efficient and cost-effective manner where budgetary authorization is available without increasing head count. Rule V, Section 5. Merit Step Advancement for Intermittent Part -time Employees – This section is updated to set a higher minimum number of hours for a part-time employee to work and be eligible to receive a step increase. Rule V, Section 16 (e). Overtime – Revising this section to change overtime payment of two (2) times rate of pay for working on a holiday when it results in more than 40 hours worked will be changed to pay hourly employees the standard overtime rate of 1.5 times the rate of pay for all hours worked on a holiday. Rule V, Section 23. Performance Pay – Currently, this policy as written, would only apply to approximately 65% of the employee population leaving out 35% of our employees who are not at top step and will not meet the eligibility requirement. The intent of this policy is to allow the City Manager to reward exceptional performance based on accomplishment not longevity. Rule VI, Section 7. Meal Period – This section has been updated to reflect the City’s current practice of scheduling 30- or 60-minute meal periods based on the scheduling and operational needs of the department. Rule VII, Section 12. DMV Pull Notice Program – This section was added to document the City’s practice of enrolling new hires who have to drive to conduct City business into this program to validate driver’s license status. Rule XIII, Section1. Holidays – This section has been added to allow the flexible option for employees to “bank” their holidays hours if they are scheduled to work on the holiday. Employees would be allowed to use the “banked” hours at a later time when mutually convenient between them and the City. Rule XVII, Section 1. Grievance Procedures – Clarifying language was added to affirm that probationary employment separations are not subject to the grievance process since City employees are “at-will” during the probationary period. Rule XXI, Section 2. Tuition Reimbursement – Language was added to broaden the types of courses that would qualify for the program to include professional development 3.3 Packet Pg. 48 3.5.c Packet Pg. 157 courses. Rule XXII, Section 3. Workplace Substance Abuse Prevention Policy – Language was added to clarify that being under the influence, buying, selling or possessing marijuana on City property or time is against City policy. In summary, the proposed changes to the Personnel Rules and Regulations have been made with careful attention to detail and to provide a robust and con temporary living document that can be utilized for internal administration of personnel matters and implemented in an efficient and economical manner by the City Manager. LEGAL REVIEW: The City Attorney has reviewed and approved the Resolution as well as the proposed changes to the Personnel Rules and Regulations as per the City’s Municipal Code 2.20.030 (3). PREPARED BY: REVIEWED BY: Attachments: 1. 3.3.a Resolution No. 2020-09 - personnel rules and regulations 2. 3.3.b Personnel Rules and Regulations Redlined 3.3 Packet Pg. 49 3.5.c Packet Pg. 158 Agenda #: 5.1 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: AMENDMENTS TO CERTAIN ANIMAL LICENSE FEES EFFECTIVE JULY 1, 2020 STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: Adopt Resolution No. 2020-15 amending certain animal license fees effective July 1, 2020. FINANCIAL IMPACT: If adopted, the City’s animal control contract with Inland Valley Humane Society would be $200,284 for Fiscal Year 2020-21. This amount represents a cost savings of $92,189 from the first draft of the operating budget that was presented to the City Council during the May 19, 2020 Study Session. BACKGROUND: Since incorporation, the Inland Valley Humane Society (IVHS) has provided the City and residents with cost effective animal care and control services that are an essential component of the City’s public safety program. Throughout the life of the contract, staff has found IVHS to be professionally run, cost-effective, and responsive to staff and the public. The IVHS headquarters in Pomona are located within approximately one mile of the City’s border, offering convenient access for Diamond Bar pet owners and rapid response to local enforcement and nuisance-abatement issues. IVHS also provides services to over a dozen public agencies. Current animal licensing fees were last amended in January 2016, and were done as a precursor to the agreement revision that was approved shortly thereafter. At that time, IVHS performed an analysis to determine the true cost of providing service to Diamond Bar that was estimated at $352,190 annually. This amount was offset by guaranteed revenue generated by local licensing fees, for a total net contract cost of $160,000 annually with a Consumer Price Index (CPI) escalator applied each year thereafter. 5.1 Packet Pg. 159 After factoring in offsetting revenues generated by licensing fees, the actual cost incurred by the City in Fiscal Year 2019-20 is expected to be $189,000. ANALYSIS: In March 2020, Inland Valley Humane Society (IVHS) informed the City that the existing contract would need to be revised because licensing revenues have continued to decline across all contract cities. The most recent IVHS analysis determined that the true annual cost of service has increased from $352,190 to an expected $392,473 in Fiscal Year 2020-21. As costs have increased, license fees have remained unchanged since 2016. The following is the current fee schedule approved in January, 2016. IVHS Alternative Proposal As an alternative to increasing IVHS contract costs by an estimated $100,000 to $292,473 for Fiscal Year 2020-21, IVHS has proposed that all impacted cities raise the “Altered Dog” fee to $100 and the “Penalty” fee to $60. For Diamond Bar, this means increasing those fees as follows: • Unaltered Dog Licenses – Increase from $50 to $100. • Penalty Fee – Increase from $25 to $60. All other fees may remain the same at the discretion of the Council. Below is a comparison of the current fees by Agency. Dog License Fee Changes Altered Dog Unaltered Dog Altered Dog (Senior Discount) Penalty Diamond Bar (Current) $20.00 $50.00 $10.00 $25.00 Chino (Current) $25.00 $50.00 $5.00 $35.00 Chino Hills (Current) $25.00 $50.00 $5.00 $35.00 Claremont (Current) $30.00 $60.00 $10.00 $35.00 5.1 Packet Pg. 160 Glendora (Current) $20.00 $60.00 $20.00 $25.00 La Verne (Current) $20.00 $50.00 $5.00 $35.00 Montclair (Current) $25.00 $50.00 $7.50 $35.00 Pomona (Current) $25.00 $96.00 $5.00 $35.00 San Dimas (Current) $20.00 $45.00 $5.00 $35.00 Average -Current Fees of IVHS Cities $23.43 $61.00 $8.32 $34.25 New Fee – Diamond Bar & IVHS Cities $20.00 $100.00 $10.00 $60.00 Upon approval of the fee increases by all contract cities, IVHS has offered to extend current contract terms, including guaranteed annual revenue amounts and existin g annual CPI escalators, which for FY2020-21 is 2.96% as noted on the attachment renewal letter. This would reduce budgeted animal care and control expenditures by $92,189 to $200,284 from that included in the draft Fiscal Year 2020-21 budget that was reviewed by the City Council at the May 19th Study Session. IVHS has found that dog owners that fail to license or alter their pets continue to utilize a growing proportion of services, including increased nuisance calls and associated canvassing costs. Those cost increases have impacted operating budgets, and should be borne by the responsible pet owners. Should the Council desire to move forward and approve the new fees, staff will notify IVHS of the changes that will become effective July 1, 2020. However, if one of the above listed cities do not approve the animal license fee increases, then IVHS will require that each City revise their current agreements -- which will likely increase the City’s contract cost from a projected $200,284 in FY2020-21 to $292,473. LEGAL REVIEW: The City Attorney has reviewed and approved the Resolution as to form. PREPARED BY: 5.1 Packet Pg. 161 REVIEWED BY: Attachments: 1. 5.1.a Resolution No. 2020-15 2. 5.1.b Exhibit A - Animal License Fees 3. 5.1.c DB Contract Renewal Letter FY2020-21 5.1 Packet Pg. 162 RESOLUTION NO. 2020-15 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR ADJUSTING EXISTING ANIMAL LICENSE FEES EFFECTIVE JULY 1, 2020 WHEREAS, the City of Diamond Bar (“City”) contracts with the Inland Valley Humane Society (IVHS) to provide animal care and control services in the City; and WHEREAS, in 2016 the City Council adopted Resolution No. 2016-01 establishing animal licensing fees and such fees have not been increased since that time ; and WHEREAS, IVHS has requested the City’s fees be updated to reflect IVHS’s cost of providing services in order for it to continue to serve the City; and WHEREAS, the City desires to retain IVHS as its provider of animal care and control services. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. The City Council hereby adopts the animal license fee schedule as set forth in Exhibit A attached hereto. Section 2. The fees set forth in Exhibit A shall become effective on July 1, 2020, provided that IVHS provides services thereafter in accordance with the Animal Shelter and Animal Control Services Agreement dated June 1, 2016. Section 3. The City Council finds that based on information provided by IIVHS that the fees set forth in Exhibit are a reasonable estimate of the actual costs to IVHS for providing the services. PASSED, APPROVED AND ADOPTED this 2nd day of June, 2020. _____________________________ Steve Tye, Mayor ATTEST: I, Kristina Santana, City Clerk for the City of Diamond Bar, hereby certify that the foregoing resolution was duly passed, approved and adopted by the City Council of the City of Diamond Bar at a regular meeting held on the 2nd day of June, 2020, by the following vote: 5.1.a Packet Pg. 163 Resolution No. 2020-15 2 AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ________________________________ Kristina Santana, City Clerk Exhibit A: Animal License Fee Schedule Effective July 1, 2020 5.1.a Packet Pg. 164 EXHIBIT A FEE SCHEDULE FOR LICENSING DOGS AND CATS ANIMAL NEW ANNUAL LICENSE FEE (Effective July 1, 2020) Unaltered Dog $100 Altered Dog $20 Altered Dog (Senior Citizen Discount) $10 Penalty $60 Unaltered Cat $10 Altered Cat $5 5.1.b Packet Pg. 165 May 22, 2020 City of Diamond Bar Attn: Anthony Santos 21810 Copley Drive Diamond Bar, CA 91765 Dear Mr. Santos, Your present Animal Care and Control contract provides for an annual Consumer Price Index (CPI) adjustment. As prescribed in the agreement a 2.96% adjustment has been assessed for Fiscal Year 2020-21. Your new Animal Care and Control cost for this next year will be $200,284 effective July 1, 2020. This cost and option to renew for one year is contingent upon the increase of the unaltered fee to $100 and the penalty increased to $60 effective July 1, 2020. The Inland Valley Humane Society & SPCA looks forward to providing your City the best possible animal care and control service. If you should have any questions, please contact me at 909 -706- 4606. Sincerely, Nikole Bresciani President/CEO 5.1.c Packet Pg. 166 Agenda #: 5.2 Meeting Date: June 2, 2020 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: COVID-19 REGULATORY RELIEF AND FINANCIAL ASSISTANCE OPTIONS FOR BUSINESSES AND RESIDENTS. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: 1. Approve the Temporary Sign and Outdoor Dining Policy; and 2. Provide policy direction for the creation of CDBG COVID-19 economic relief programs. FINANCIAL IMPACT: Implementation of the COVID-19 Temporary Use Permit program will result in a waiving of permit revenue to offset hourly costs to process approvals for temporary restaurant outdoor dining areas. There are no direct costs associated with suspending temporary sign regulations. Community Development Block Grant (CDBG) funding is received from the Federal Government on a reimbursement basis and does not impact the City's General Fund budget. BACKGROUND: The City Council directed staff to prepare policies and programs to accommodate businesses as they reopen in accordance with the lifting of restrictions imposed to limit the spread of the COVID-19 virus. At this time, it is recommended that the City Council provide policy direction to: 1. Suspend temporary sign regulations so that businesses are not penalized for installing such signs without permits, or for installing signs that do not fully comply with the standards set forth in the Diamond Bar Municipal Code; and 2. Streamline the permitting process for outdoor dining areas in conjunction with restaurants to help mitigate for the occupancy reduct ions on indoor dining spaces. 5.2 Packet Pg. 167 Draft policies and procedures pertaining to temporary signs and outdoor dining are included in Attachment 1. The City Council also expressed an interest in using available CDBG funds to assist small businesses impacted by mandatory closures due to the COVID-19 pandemic, as well as eligible residents experiencing income loss due to the pandemic. An overview of program options is provided in this report for the Council to consider and then provide direction to staff to return with draft policies at the June 16, 2020 meeting. DISCUSSION: Temporary Signs The attached policy suspends temporary sign regulations for 90 days, commencing on June 2, 2020. During this period, business and property owners will not be penalized for installing temporary signs without permits. Existing restrictions prohibiting signs within public rights-of-way and City property, on rooftops, and signs extending above the heights of buildings on the same site are proposed to remain in effect to avoid excessive clutter and interference with traffic safety. The policy also encourages shopping center owners to consider installing joint or center-wide banners at prominent corners and center entrances to provide a cohesive appearance and reduce sign clutter. Outdoor Dining The attached policy establishes a streamlined process for the establishment of temporary outdoor dining areas that may remain in use for as long as the County indoor seating capacity reductions remain in effect, or until such time that the Council deems necessary. Temporary Use Permit application fees and any building permit fees associated with these outdoor dining areas will be waived. Although the applicants will continue to be subject to LA County Health and Department of Alcoholic Be verage Control (if applicable) requirements, the City will not require documentation from these agencies prior to permit approval or inspection of the outdoor dining areas. Outdoor Merchandise Displays Members of the Council also suggested that the City accommodate outdoor displays of retail merchandise so that stores can comply with physical distancing rules. As of this writing, retail stores in Los Angeles County are allowed to serve customers indoors at 50 percent occupancy; staff believes that this cap would accommodate typical customer traffic during most hours of the day. Although the Development Code already allows temporary outdoor merchandise displays under normal circumstances, staff recommends that the City not allow for sidewalk sales and the like until County health authorities provide further guidance, and then revisit this topic at a future date. Financial Assistance to Businesses and Income-Eligible Residents The City is eligible to receive $137,962 from the first allocation of CARES A ct funds to 5.2 Packet Pg. 168 address the critical needs of residents and businesses impacted by COVID -19. Examples of programs that the City could implement include the following: • Grants or loans to businesses affected by COVID-19 that would not be able to retain or hire low/moderate-income employees without financial assistance. These monies may be used for rent, payroll, utilities, PPE, the installation of equipment to accommodate physical distancing, and most other business expenses. • Rental assistance to low/moderate income households that have been financially impacted by the pandemic due to layoffs, furloughs or other reductions in income. • Senior programming for such items as virtual recreation programs and senior resource postcards advertising programs that are available while physical distancing measures are in effect. Program Administration If the City wishes to use CDBG funds to implement one or more COVID -19 relief programs, staff would be required to screen applicants, monitor how funds are spent, and submit detailed expenditure reports to the Los Angeles County Development Authority (LACDA). Because Diamond Bar and other Los Angeles Urban County participating cities may lack the staff and experience to administer CDBG programs in-house, LACDA is offering to administer local COVID-19 relief programs on behalf of those cities. The cost for LACDA to administer local programs is currently estimated to be 15 to 20 percent of the CDBG funds allocated to those programs. At this time, staff believes that a small business loan program could be administered in - house. Because of the more complex income verification and reporting requirements involved in residential rental assistance programs, it may be more prudent to have LACDA or a qualified consultant administer such a program if the Council chooses to pursue such a program. In order for staff to prepare policies for business recovery and/or residential rental assistance programs, staff requests Council direction on the types of programs to create, the amount of CDBG funds to be dedicated to these programs, the approximate grant/loan amounts to be awarded to recipients, and any other criteria that the Council would like to incorporate into such programs. Program Allocations Local agencies may utilize CARES Act CDBG funding at their discretion, provided that the monies directly or indirectly provide relief to income-eligible households impacted by COVID-19. Cities have established various business and residential award amounts, as well as various percentages allocated to the different programs. Some examples are provided below: o Covina – $100,000 for residential rental assistance ($3,600 per household); $70,848 5.2 Packet Pg. 169 for microenterprises ($4,500 per business); and $7,000 for the senior nutrition program. o Merced – $500,000 for businesses ($10,000 per business); $100,000 for residential rental assistance (individual amounts not specified); $100,000 for food bank assistance programs. o Claremont – $280,000 for businesses ($20,000 per business); and $180,000 for residential rental assistance ($3,000 per household). o La Verne – $2,500 grant per business ($90,230 in CDBG COVID-19 funds received). The table below provides possible allocation for Diamond Bar, assuming a 20% administration cost is deducted from the residential rental total: Sample CDBG-CV Funding Allocation Per Business/Household Number Served Allocation Business Grant $5,000 19 $ 95,000 Residential Rental Grant $3,000 10 $ 37,962* Senior Programming n/a n/a $ 5,000 Total $ 137,962 *Includes 20% program administration cost Anticipated Demand Other cities that have already launched COVID -19 relief programs have received considerably more applications than their funding could accommodate. Claremont, for example, received more than 100 business grant applications within the first 90 minutes of the program launch, although the program could only accommodate 20 grants. Diamond Bar should expect a similar response for its programs. Cities typically award loans/grants on a first-come, first-served basis or through a lottery, and place the remaining applicants on a waiting list for the next round of CDBG funds. To manage the anticipated dem and, staff recommends that applicants first complete a simple screening form to be placed in a lottery pool or first -in process; then, applicants who are selected and pass the initial screening are asked to submit a more detailed application. Applicants that are not selected for the first round, would then be placed in order on a waiting list in the event that future funding becomes available. Next Steps Staff requests that Council consider what types of CDBG CARES Act grant programs the City should launch, as well as the funding amounts that should be allocated to each program. After receiving direction, staff will prepare program policies and procedures for consideration at the June 16, 2020 City Council meeting. 5.2 Packet Pg. 170 PREPARED BY: REVIEWED BY: Attachments: 1. 5.2.a Policies for Temporary Signs and Temporary Outdoor Dining Areas 5.2 Packet Pg. 171 City of Diamond Bar Temporary Sign and Outdoor Dining Policy during COVID -19 Emergency | Page 1 of 3 Temporary Sign and Outdoor Dining Policy For Businesses During the COVID-19 Emergency Temporary Signs The City Council has authorized the temporary suspension of the Temporary Sign Regulations for businesses for a period of 90 days, commencing on June 2, 2020, subject to the following guidelines and restrictions: • Business operators must obtain property owner permission for any free-standing signs not in locations controlled by the tenant. • Businesses within a center are encouraged to coordinate efforts to provide a joint or center-wide banner at prominent corners and center entrances to provide a cohesive appearance and avoid sign clutter. • Signs shall not be located within the public rights-of-way, medians or on other City property. • Signs or other advertising media shall not be placed on, attached to, tethered or otherwise affixed to the roof of any building above the eave or parapet line. • Signs or other advertising media shall not extend above the height of the building associated with the businesses being promoted by such signs or advertising media. Outdoor Dining Purpose and Scope In response to the COVID-19 emergency restrictions on indoor seating capacities, the City Council has streamlined the permitting process for outdoor dining areas in conjunction with restaurants. The requirement for a Minor Conditional Use Permit (MCUP) for outdoor dining has been waived and made subject to the administrative approval of a COVID-19 Temporary Use Permit (CV-TUP). Fees are waived for CV-TUP applications, and any building plan checks and building permits issued associated with temporary outdoor dining facilities. These temporary provisions shall remain in effect as long as LA County Health capacity reductions for indoor seating remain in effect, or until such time as the City suspends, terminates or amends these procedures. 5.2.a Packet Pg. 172 City of Diamond Bar Temporary Sign and Outdoor Dining Policy during COVID -19 Emergency | Page 2 of 3 CV-TUP Application Requirements The application materials listed below shall be submitted to the Community Development Department. Materials may be submitted online or mailed to City Hall. • A complete application form, signed by both the restaurant applicant and the property owner/center management company representative. • A site plan (which may be hand-drawn on, for example, an aerial photo printed from Google Maps or similar services) showing the following: o Location of the seating area. o A safe path to and from one or more doors of the restaurant to the seating area. o A seating plan showing the layout of tables, chairs, trash receptacles, heaters, shade structures and other proposed site amenities. Tents or canopies that cover an area greater than 120 square feet require a permit from the Los Angeles County Fire Department. o If the outdoor dining area is proposed in a parking lot, it shall be designed such that: ➢ Barriers or other methods are proposed to protect seating areas from vehicles encroaching into the area. ➢ It does not create a vehicular circulation conflict within the parking lot. ➢ If operation of the outdoor seating is proposed during other than daylight hours, state how lights or other methods will be used to ensure that drivers are aware of and can avoid the outdoor dining area. Expedited Approval Procedures Upon receipt of a CV-TUP application, Planning Division staff will review the application and contact the applicant within three (3) business days: • Staff will verify that all required information has been provided and requirements have been satisfied. Applicants may be asked for additional information or clarifications be provided to ensure consistency with requirements. • Once approved, the applicant will be notified that the restaurant has been registered for the new/additional outdoor seating. • Upon installation of the temporary improvements, the applicant shall schedule an inspection with City staff to ensure compliance with the approved plans all applicable regulations. City staff will inspect the new/additional outdoor seating at the scheduled time. The restaurant owner or restaurant manager must be present in order to immediately address any compliance issues. If the inspection is approved, an email will be sent stating that the new/additional outdoor seating is approved to begin operation. 5.2.a Packet Pg. 173 City of Diamond Bar Temporary Sign and Outdoor Dining Policy during COVID -19 Emergency | Page 3 of 3 If other public agencies have permitting or licensing authority over the outdoor dining operations of the restaurant (such as LA County Public Health, the Department of Alcoholic Beverage Control and LA County Fire), the applicant shall be responsible for ascertaining and complying with the requirements of those agencies. Operating Requirements, Conditions and Limitations • Outdoor dining areas shall not be used for activities that would promote congregating, involve shared equipment, or amplify sound, including but not limited to: o Standing areas o Live music o Outdoor games o Music over speakers o Movies o Broadcast sports o Loudspeaker call systems o Pets, except as provided in the Americans with Disabilities Act • Required pedestrian paths and ADA access for all businesses shall be maintained at all times. • Seating shall be ADA compliant to the Building Official’s satisfaction. • Seating areas in parking lots shall maintain adequate emergency vehicle access, as well as access to fire hydrants and other firefighting equipment, to the satisfaction of the LA County Fire Department. • All outdoor areas associated with restaurant operations shall be maintained and kept clean of litter and spills. • All applicable requirements and guidance of the LA County Department of Public Health shall be satisfied. • All requirements of the Department of Alcoholic Beverage Control shall be satisfied. 5.2.a Packet Pg. 174