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1986-01641-Ordinance No. 86-011 Recorded 1/22/1986REV 86- 1641 LEG COUNSEL BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON An Ordinance Amending the VOL 70 FACE 368 Personnel Rules Adopted in Section 1 of Ordinance No. * ,� 81-053, Repealing Ordinance No. 82-030 and Ordinance No. 83-023, and Declaring an *AN2.. Emergency. 3 ORDINANCE NO. 86-011 fes/ THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, ORDAINS as follows: Section 1. That the Personnel Rules adopted in Section 1 of Ordinance No. 81-053 are amended by the substitution of the Personnel Rules marked Exhibit "A", attached hereto and by this reference incorporated herein. Section 2. Ordinance No. 82-030 and Ordinance No. 83-023 are hereby repealed. Section 3. This Ordinance being necessary for the immediate preservation of public peace, health and safety, an emergency is declared to exist, and this Ordinance takes effect on its passage. DATED this day of �jj , , 1986. BOARD OF COUNTY COMMISSIONERS OF DF)CHUTES ,AUNTY, OP ON ATTEST: /i.Z'1LcJ ce- 2b'J h -� Record ng Secretary 1 - ORDINANCE NO. 86-011 ISTOW PRANTE, Chairman A. U E, Commissi DIM MAUDLIN, Cdinmissioner r ~.� Exhibit "A" VOL 70 FACE 309 21 SECTION 0.0 — DEFINITIONS A Class is two or more class descriptions grouped by an occupation, discipline, or type of work. Classes of Positions are two or more .lob Titles grouped by an occupation, discipline, or type of work. A Class Description is a written statement of the nature of the work to be performed, indicating duties and responsibilities, representative examples of work and general minimum recruiting qualifications. This is popularly referred to as a "Joh Description." The class description may also be referred to by class title. A Class Title is the name assigned to a class description. Immediate Family refers to an employee's spouse and children, as defined for coverage under the County's group medical plan. A Lead Worker is an employee delegated limited supervisory duties, by his/her Department Head. Limited supervisory duties include distribution of work assignments, maintaining a balanced work load among a group of employees, reviewing completed work, and maintenance of records of work production and attendance by employees. Only persons NOT exempt from overtime and compensatory time off are eligible to be designated as a "Lead Worker." A Pay Range is the number assigned to a class description on the salary schedule. A Pay Step is one of the seven standard levels of pay within a Pay Range. A Permanent Full -Time Employee is a person who has been hired by the County to work at least thirty- two (32) hours per week on a year-round basis (minus approved leave as outlined in the Personnel Rules). A Permanent Part -Time Employee is a person who has been hired by the County to work at least one- half (%2) of the established "full-time" work schedule of that particular department. The hours worked must be on a regular, year-round basis (minus approved leave as outlined in the Personnel Rules). A Limited Part -Time Employee is a person who has been hired by the County to work less than one-half ('/z) of the established "full-time" work schedule of that particular department. The hours worked must be on a regular, year-round basis. A Temporary Full -Time Employee is a person who has been hired by the County to work at least thirty- • two (32) hours per week (not to exceed 18 months). A Temporary Part -Time Employee is a person who has been hired by the County to work less than thirty-two (32) hours per week, and not on a regular and year-round basis. A Personnel Specialist is the person charged by the Board with responsibility for all personnel management coordination. The Board is the Board of County Commissioners of Deschutes County, Oregon. A Non Exempt Employee is subject to the provisions of the Fair Labor Standards Act. RULE 1 -PURPOSE SECTION 1.1 The purpose of these rules is to establish uniform personnel policies and procedures to improve the quality of personnel administration in the following areas: 1.11 Recruiting, selecting and advancing employees on the basis of their ability, experience, knowledge and skills. (If County employees clearly exhibit sufficient skills to fill newly created or vacated positions, those positions may be awarded to an existing County employee without having to advertise the position outside the County structure.) 1.12 Providing equitable and adequate compensation. 1.13 Training employees, as needed, to assure high performance and consistent operating improvement. 1.14 Retaining employees on the basis of performance. 1.15 Assuring the fair treatment of applicants and employees in selection, promotion, training and all other aspects of personnel administration without regard to political affiliation, race, color, national origin, sex, religious creed and mental and physical handicaps (provided reasonable accommodation can be made) and with proper regard for their privacy and constitutional rights as citizens. from 1.16 Assuring that employees are protected against political coercion and are prohibited using their official authority for the purpose of interfering with or affecting the result of an election or a nomination for office. 21 • • VOL 70 PACE 31® SECTION 1.2 APPLICATION OF THESE RULES. The Personnel Rules shall apply to classified employees, which shall include all positions now existing or hereafter created in the County classified service and not specifically exempted by the Personnel Rules. These rules shall not apply to employees elected by popular vote and persons appointed to fill vacancies in elected offices. SECTION 1.3 ADOPTION, AMENDMENT AND ADMINISTRATION OF RULES. 1.31 Adoption of Personnel Rules. Rules relating to the administration of County personnel are adopted by Resolution of the Board. Rules adopted by the Board become effective upon adoption and are available in all departments. 1.32 Amendment of Rules. A written request for a change in rules may be submitted at any time by any Department Head or employee to the Board. After necessary study, the Board will rule. 1.33 Administration of Rules. It is the responsibility of the Personnel Office to administer their rules, make recommendations to revise the rules and administer the day -today needs of the personnel system. These responsibilities include the classification plan and pay plan. SECTION 1.4 -EMPLOYEE ORIENTATION 1.4 Orientation Procedure: Responsibilities • Personnel Specialist. During the first month of employment, orientation sessions will be held for all new employees! The Personnel Specialist shall advise employees on all general conditions of employment, such as: Personnel Rules, fringe benefits, hours of work, pay, and their privileges and responsbilities. Each employee shall also receive a copy of the employee handbook and any other pertinent literature concerning employment. • Supervisor. The supervisor shall orient each new employee to the conditions related to his job and work site. Such orientation shall include introductions to fellow workers, Personnel Rules, work standards, safety regulations, break periods, supplies, etc. The supervisor is to assure that all pertinent items on the orientation checklist are covered. • Employee. The employee is responsible for reading and abiding by all written County Personnel Rules, as well as all other rules, regulations and standards brought to his/her attention. The County is not able to guarantee or promise employment for any specified length of time. Periodically it may be in the best interests of the County to terminate employees either on an individual basis or on the basis of a reduction of the work force. The County reserves the right to make these decisions at its sole discretion. Accordingly, employees must realize that their employment may be terminated at any time at the option of the County. RULE 2 -CLASSIFICATION PLAN SECTION 2.1 PURPOSE AND NATURE OF POSITION CLASSIFICATION PLAN A position classification plan as adopted and amended by the Board is part of these rules. 2.11 Purpose of the Classification Plan. The classification plan is an administrative tool of wide usefulness and value. It provides a system of standardized titles and common job language that is critical to the effective administration of personnel activities, such as: • manpower planning. • establishing job performance standards; • establishing fair and equitable pay: • developing training programs; • developing valid selection and recruitment programs; and • establishing appropriate career lines. 2.12 The classification plan consists of positions in the County service defined by class specification and identified by the class titles. The classification plan shall be developed and maintained so that all positions substantially similar (with respect to duties, responsibilities, authority and character of work) are included within the same class, and that the same schedules of compensation apply with equity to all positions in the same class. 2.13 Copies of this plan and class specifications are available in the offices of the Board, individual Departments and the Personnel Office, and are available for inspection during business hours. 22 VOL 70 PAGE 311 23 2.14 The classification plan includes the class descriptions for the various positions. Class descriptions refer to a particular position, not to the individual filling the position, and are used in all • personnel, budget and financial records. 2.15 Each position is allocated to its appropriate class on the basis of the duties and responsibilities of the position. 2.16 Each class description is a concise, written descriptive title and a written description of the duties and responsibilities of the position. Class descriptions take into consideration the general requirements of the job, and are merely descriptive and explanatory of the work to be performed. They need not include all the duties, and are not intended to replace specific job descriptions or work assignments assigned by the employee's Department Head. 2.17 When a class description does not sufficiently describe the work to be performed, a Department Head may compile a work assignment relating to specific job-related criteria. Such work assignments shall be kept on file by the Department Head and filed with the Personnel Office. An employee's evaluation shall be made on the basis of the performance of the duties and responsibilities included in this document, the class description and the work assignment. SECTION 2.2 MAINTENANCE OF CLASSIFICATION PLAN. 2.21 Responsibility of the Personnel Office. The Personnel Office has the responsibility to periodically review the classification plan at his/her own initiative, or at the request of a Department Head, employee or other interested party. The purpose of such review shall be: • to ascertain whether or not the plan accurately reflects actual conditions; • to determine the accuracy of the class descriptions; and • to assure that positions are properly classified. As appropriate, the Personnel Specialist shall recommend amendments to the classification plan to the Board. 2.22 Procedure and Requirements for Amendment of the Plan. The following procedure is to be followed in the preparation of a new class description. • In coordination with the Department Head, the Personnel Office shall investigate the duties of the position as well as the required experience and training for the position. • • The Personnel Office shall review the existing class plan and recommend the allocation of the position to an existing class or create a new class if the position cannot be allocated to an existing class. • The Board may request the Personnel Office to assist the Department Official in making a study of a department's staffing pattern and work flow and to make recommendations to the Board concerning improvement of the department's operations. • Class descriptions may be reclassified whenever the duties of the position change materially, provided the reclassification can be accomplished within the limitations of the current budget. 2.23 Approval to Create a New Class Description. The Board is to be notified in writing by a Department Head who wishes to create a new class description. The Board will then direct the Personnel Office to study the request in accordance with these rules and make recommendations for approval or disapproval. No person can be hired to fill the position until the Board renders an affirmative decision. Recruitment, selection and compensation for the position will be in accord- ance with these rules. 2.24 Approval to Fill a Vacant Position. All vacant positions shall be filled subject to the process set out in Rule 4. The Department Head is responsible for selecting the successful applicant subject to the restrictions of Rule 4, the availability of funds, and the authorization of the position by the Board. The formal job offer will be made by the Department Head after authorization is received from the Board of Commissioners. RULE 3 -PAY PLAN SECTION 3.1 PURPOSE AND NATURE OF THE PAY PLAN. 3.11 Purpose of the Pay Plan. The pay plan shall include the schedule of pay ranges, consisting of minimum and maximum rates of pay for all classes or positions in the classified service. The objective of the pay plan is to provide a competitive salary structure with which to recruit and to • retain an adequate pool of competent employees. 23 Y VOL 70 FbPUF 312 3.12 Standards for Development of the Pay Plan. The development of the pay plan must be directly linked to the classification plan, and shall be based on the principle of equal pay for equal work. Pay ranges within the pay plan are to be determined with due regard to such factors as; • uniformity of pay for each class; • the relative difficulty and responsibility of work; • the recruiting experience of the County; • the prevailing rates of pay in both public service and private industry; • cost of living factors: • the financial policies of the County; and • other pertinent economic considerations. SECTION 3.2 DEVELOPMENT AND ADMINISTRATION OF THE PAY PLAN. The Personnel Office is responsible for the development of the pay plan. At least every three years the Personnel Office surveys public and private employers to compare similar classes in the private labor markets. The Personnel Office adjusts the ranges to meet labor market conditions and presents the revised pay plan to the Board for its consideration and adoption. The Personnel Office is also responsible for the uniform administration of the pay plan. SECTION 3.3 PAY RATES -GENERAL. 3.31 Rate of Pay. Each employee in the classified service is paid at one of the steps in the approved range for the class. No employee can receive base pay beyond the established maximum step for the range. Full-time employees are paid the monthly rate. Part-time employees and intermittent employees are compensated on an hourly basis equivalent to the hourly rate established for regular full-time employees. 3.31A Longevity Pay. County employees who have worked continuously for the County are eligible to receive an additional $20 per month for each five (5) years of continuous service worked. (Temporary lay-offs will not jeopardize the accrual of this benefit to the employee.) The Personnel Office is charged with the authority for adding Longevity Pay to the employee's base pay when all requirements have been met. (Permanent part-time employees working �/2 time or more receive a pro -rated amount.) 3.32 Entrance Pay Rate. The entrance pay rate for employees new to a position is based on their experience and the pay range prescribed for their job title. A Department Head, subject to a technical review by the Personnel Office, may recommend appointment above the entrance pay rate if the applicant meets more than the minimum job requirements. Approval of appointments above the entrance pay rate shall be granted only in recognition of exceptional qualifications and experience possessed by the candidate that pertain to that job title and are needed at present in that position. In no instance can an appointment be made if equally qualified applicants are available at a lower starting rate. An employee may receive the entrance pay rate below the minimum rate prescribed for the class to which he is appointed if he does not have all the skills necessary to fill the position, but is capable of gaining these skills within a reasonable period. 3.33 Pay Period. Normal pay periods for County employees are from the first of the month through the last day of the same month, with payment for that period to be made on the last working day of the month, unless the last day falls on a holiday or a weekend, in which case it shall be on the preceding work day. Any person beginning employment by the 25th of the month shall receive their first payment at the end of the month. 3.34 Budgeting for Salary Increases. When submitting the department budget to the Board, each department shall indicate the amount of money which they anticipate later requesting to be given in salary increases. At that time, the Board shall determine what amount of money shall be placed in the "proposed" departmental budgets to be reserved for salary increases. 3.35 Termination Pay. Any person voluntarily leaving County employment in good standing, with proper notice to the Department Head will receive their last pay check for all salary, vacation and compensation time due them within 48 hours of termination. If an employee is dismissed for cause, he will be paid within 24 hours of dismissal. 3.36 Holiday Pay. Work performed on holidays which fall within the regular work schedule shall be considered as overtime work, and the employees who work on such holidays will be granted time off or compensation pay on the basis of time -and -one-half for the hours worked in addition to is their regular holiday pay. If the holiday falls on Sunday, employees not required to work on the holiday receive the succeeding Monday as a paid holiday. If the holiday falls on a Saturday, employees not required to work on the holiday receive the preceding Friday as a paid holiday. 24 • • 9 VOL 70 PAGE 313 3.37 Seniority and Layoff. • Seniority is determined by the length of an employee's continuous permanent full-time service with a County department. • An employee loses all seniority in the event of: • voluntary termination, • discharge for cause, • a lay-off period greater than thirteen (13) months, • failure to report to work at the termination of an extended leave of absence, • acceptance of employment without permission while on a leave of absence, • retirement. • An employee shall not lose seniority with the department if the employee transfers from one division to another within the individual department. Nor shall the employee lose vacation and sick leave credits upon such transfer. • Layoff shall be in the inverse order of seniority within each classification, with the exception that a senior employee may be laid off before a junior employee when the junior employee is performing the job in question in a substantially better manner, taking into consideration job performance, experience and training, and other relevant factors. • Employees should be recalled in the inverse order of layoff. An employee's failure to respond to a recall notice constitutes a waiver of that employee's recall rights. • When recalling employees from layoff, notice of recall from a layoff longer than five (5) days shall be by certified mail (return receipt requested) sent to the employee at his last known address. For layoff periods of less than five (5) days, a personal visit by a County representative or a personal telephone call from the County will suffice. • An employee who is promoted to a higher class shall, upon completion of his probationary period, be given seniority in that class from the date of promotion. 3.38 Overtime. • Overtime is that time a full time non exempt employee is authorized and directed to work in excess of his regularly scheduled hours. • Overtime is to be computed to the nearest half hour. • Overtime is paid at a rate of time -and -one-half (I %) times the regular rate of pay converted to an hourly rate. • Exemptions to Overtime and Compensatory Time Off. The positions that are exempt from over- time pay and compensatory time off are determined each year by order of the Board of County Commissioners. • Compensatory time off for approved overtime worked must be taken within 180 days of the date the overtime is earned. In no event shall compensatory time off accrue beyond a maximum of 40 hours without explicit Board approval. 3.39 Exchange Time. Exchange time may be granted by the Department Head if the employee files a request. Exchange time will be on a one-for-one (1 for 1) ratio. Exchange time shall only be authorized for special circumstances, and not incorporated into routine schedules. 25 • • VOL 70 PAUGE 314 SECTION 3.4 PAY CHANGES, NOT PERFORMANCE BASED. 3.41 Cost of Living Increases. At the beginning of each fiscal year the Board will determine what cost of living increase, if any, shall be applied to the County's Pay Plan. Increases are contingent upon the availability of funds and are subject to comparison with the national Consumer Price Index. 3.42 Reclassifications. When a position is reclassified, the incumbent will be placed at the appropriate step in the range: for that class recommended by the Personnel Office. If the position is reclassified upward, the incumbent will be raised to the minimum salary for the class or placed on a new step in the range. If the incumbent's previous pay is more than the maximum for the range, it shall remain the same until a new maximum is established. 3.43 Transfers. When an employee is transferred from one class to another within a common pay range, he shall continue to receive the same pay. 3.44 Results of Pay Surveys on Classification and Incumbents. If the Personnel Specialist, after surveying pay data, recommends that a class be assigned to a higher pay range, incumbents who are below the minimum of the new range shall be raised to the new minimum of the range. The incumbents are also eligible for a cost of living increase in addition. SECTION 3.5 PAY CHANGES, PERFORMANCE BASED. 3.51 Completion of Trial Service Period. If an employee satisfactorily completes the six month Trial Service Period, he is eligible for a one-step increase if authorized by the Department Head and the Board. 3.52 Compensation During Temporary Assignment. • An employee who is temporarily assigned to a position with a higher pay range than his/her usual position for a period of thirty (30) days or -more will be paid at the first step of the higher pay range or will be granted a step pay increase (5%), whichever is higher, for the entire period worked in the temporary assignment. An employee who is temporarily assigned to a position with a lower pay range, for any period, shall not receive a reduction in pay. No temporary assignment shall exceed six (6) months. • "Lead Worker" compensation shall be paid to any employee (who is eligible for compensation for overtime work) if that employee is designated as a "lead worker" by his/ her Department Head, with the approval of the Board. Such compensation shall be 5%-10%n of the employee's normal salary, so long as the funds are budgeted and available in the department's budget. 3.53 Promotion. When an employee is promoted from one class description to a class description having a higher pay range, he/she shall receive an increase of not less than one pay step, or 5%. If the employee's current pay rate is below the minimum for the higher class, his/her pay shall be increased to at least the minimum rate for the higher class. if the employee's current rate of pay falls within the range of the higher class, his/her pay shall be adjusted to the step and the range for the higher class which is at least equal to 5% above his/her current pay, so long as this does not exceed the pay range of the class. 3.54 Demotion. When an employee is demoted for cause to a class with a lower pay range, he/she shall be placed in a step within the lower range which provides at least a 5% reduction in pay. When an employee is demoted for administrative purposes through no fault of the employee, his/her pay shall be reduced to the maximum rate in the lower pay range, or he/she shall continue at his/ her current rate of pay, whichever is lower. 3.55 Merit Step/Pay Increases. In addition to cost of living increases and if funds are available, employees are eligible for merit increases, provided their performance has exceeded per- formance standards established by the Board and Department Officials. Employees are eligible for consideration for merit increases on or after their anniversary date (the date when the employee is taken off probation from his existing classification). In order for an employee to receive a merit increase, his/her Department Head must complete an evaluation of the employee with a recommendation for the increase. Employees who are at the top step in their range are not eligible for merit increases. Authorized increases will be determined by Board of County Commis- sioners' policy. 26 } • • • VOL 70 PAGE315 3.56 Merit Step/Pay Increases for Public Works Employees. In addition to cost of living increases, and if funds are available, employees are eligible for merit increases, provided their performance has met or exceeded performance standards established by the Board and Department Officials. Employees are eligible for consideration of merit increases on February 1 st of each year, if they have completed their probationary period prior to November 1 of the preceding year. In order for an employee to receive a merit increase, his/her Department Head must complete an evaluation of the employee with a recommendation for the increase. Employees who are at the top step of their range are not eligible for merit increases. Authorized increases will be determined by Board of County Commissioners' policy. RULE 4 -RECRUITMENT AND SELECTION SECTION 4.1 RECRUITMENT AND SELECTION POLICY It is the policy of Deschutes County to recruit and select the most qualified people for positions in the County service. Recruitment and selection shall be conducted to ensure open competition, provide equal employment opportunity, and to prohibit discrimination because of race, politics, religion, color, sex, age, marital status, national origin, mental or physical handicap (provided reasonable accommodations can be made). (Promotion from within the ranks of existing County employees is permitted if the existing County employee clearly meets all requirements of the position. This alternative voids the need for external advertisement of the vacant position.) SECTION 4.1A RECRUITMENT SEARCHES For all Department Head positions the Personnel Office will conduct, minimally, a statewide search and, where necessary, a national search. SECTION 4.2 RECRUITMENT PROGRAM The Personnel Office shall develop and conduct an active recruitment program designed to meet current and projected manpower needs. Recruitment will be tailored to the needs of various classes of positions and will be directed to all sources likely to yield qualified candidates. 4.21 Job Announcements. In order to attract an adequate number of candidates for present or anticipated vacancies and to permit successful competition with other employers, the Personnel Office will issue job announcements and otherwise publicize vacancies through such media deemed appropriate. In addition, the Personnel Office will distribute announcements to County employees and post them on the County "Job Board" near the Board's offices. Promotion of job vacancies shall be conducted for a sufficient period of time to ensure a reasonable opportunity for people to apply and be considered for the advertised position. 4.22 Application Forms. All applications for employment are to be made on forms prescribed by the Personnel Office and approved by the Board. Such forms shall require background information to include training, experience, and all other pertinent information. All applications must be signed, and the Personnel Office may require proof of statements as appropriate. Application forms shall not elicit any information concerning race, politics, religion, color, sex, age, marital status, or national origin. Such data may be obtained separately for research purposes only. 4.23 Rejection of Applications. The Personnel Office may reject any application which does not meet the minimum qualifications established for the position. Applications may also be rejected if the applicant: • Has falsified the application; • Is physically, mentally or otherwise unable to perform the duties of the position; • Has been convicted of a crime which renders the applicant unsuitable for the position applied for: • Has an unsatisfactory employment record demonstrating unsuitability for the position applied for; • Is a member of an organization which advocates the overthrow of the government of the tJnited States by force or violence, • Is found by thePersonnelOffice to be clearly unsuitable for the position applied for; • Does not sign and date application; • Does not complete application as specified on the application form. 27 or 0 VOL 70 FACE 316 SECTION 4.3 SELECTION PROGRAM The selection process shall be fair, objective and efficient. it is designed to match the best candidates with the position by paying special attention to the candidate's proven work ability and to the candidate's likely capacity to grow professionally in the position. Current County employees who apply for an open position will be given the same consideration as non -County employees. 4.31 Open Competitive Selection. The Personnel Office is responsible for determining the selection criteria to be used to select the best qualified candidates for each class. Selection devices may include work samples and performance tests, written tests, individual physical examinations, background and reference inquiries. In the development of selection devices, the Personnel Office will confer with Department Heads, consultants or others skilled in or familiar with minimum job requirements. 4.32 Initial Screening. Upon request, the Personnel Office will screen all applicants and recommend to the Department Head, selection committee or the Board, those applicants who possess the requirements for the position. 4.33 Selection Committee. When hiring people to fill supervisory and management positions, it is highly desirable to form a selection committee to review the applications and recommend to the Board the top three candidates. The selection committee should be composed of the immediate supervisor to the position (if other than the Board), the Personnel Office, and experts in the discipline concerned. 4.34 Selecting Successful Applicant. The Department Head in the department where the vacancy exists is responsible for interviewing and selecting the successful applicant, but the final hiring authority rests with the Board. Final approval by the Board is not required if the following conditions are met: • The department receives prior approval from the Board to fill the vacancy. In order to comply with this requirement, there must be an established position and available funds. • The applicant selected by the Department Head meets or exceeds the qualifications which are established for the vacant position. • The department follows the procedure for filling the vacant position (see Rule 4). RULE 5 -ORIGINAL APPOINTMENT AND TRIAL SERVICE SECTION 5.1 APPOINTMENTS All employees shall be employed in accordance with these rules. Any appointment made in violation of these rules is null and void. SECTION 5.2 TRIAL SERVICE 5.21 Length of Trial Service Period. Every person appointed to a position in the classified service shall serve a trial service period of at least six (6) months. 5.22 Extension of Trial Service Period. The usual six-month trial service period may be extended by the Department Head (or the Board if the employee is a Department Head) on a month-to- month basis, not to exceed a total trial service period of twelve (12) months. 5.23 Evaluation During Trial Service Period. Each employee shall be evaluated twice during trial service, once after two (2) months of work and again dust prior to the completion of six (6) months. The employee must be evaluated "Meets Standards" or better in order to achieve perma- nent status (see also Rule 6). An employee who was started on Step "A" of their pay range shall automatically advance to Step "B" upon satisfactory completion of his trial service period. 5.24 Responsibility of Evaluators. The employee's immediate supervisor is responsible for completing the performance evaluation reports on the trial service employee. The supervisor's evaluation shall be reviewed by the Department Head and copies given to the employee and the Personnel Specialist. The Department Head is responsible for seeing that these reports are completed in a timely and proper fashion. Should a Department Head fail to perform a performance evaluation in the designated month, resulting in either a trial service pay increase or an extension of the probationary period, the employee in question shall be terminated. 5.25 Responsibility of Personnel Specialist. The Personnel Specialist is responsible for notifying Department Heads of the deadline for filing the six-month performance reviews. Failure of the Department Head to comply with this notice will result in disciplinary action by the Board of Commissioners. 28 Vo 70 FACE 018 SECTION 6.3 RESPONSIBILITY FOR PERFORMANCE EVALUATION • 6.31 Immediate Supervisor. The employee's immediate supervisor is responsible for completing a performance evaluation report at the time prescribed. 6.32 Joint Responsibilities. The immediate supervisor is to discuss the performance evaluation with the employee before the report is made part of the employee's permanent record. 6.33 Personnel Specialist. The Personnel Specialist is responsible for the overall administration of the employee performance evaluation program. The Personnel Specialist shall advise and assist employees, immediate supervisors and Department Heads to ensure that performance evaluation procedures are handled in accordance with the provisions in this section. The Personnel Specialist is responsible for designing and revising the necessary forms and instructions. SECTION 6.4 UNSATISFACTORY EVALUATION Employees who receive an unsatisfactory evaluation are not eligible to receive a salary step increase. SECTION 6.5 PERFORMANCE EVALUATION APPEAL PROCEDURE Employee performance evaluation reports are limited to Step I and Step II of the Grievance Procedure. Deleterious reports shall be removed from the employee's file if a grievance on the report is decided (by the Department Head) in favor of the employee. RULE 7—WORK RULES AND DISCIPLINARY ACTION SECTION 7.1 PURPOSE The orderly and efficient operation of the County government requires that certain work rules be followed. Work rules covering personal standards of conduct, as well as standard operating procedures, are necessary to protect the health and safety of all employees, maintain uninterrupted service, and to inform employees of the conduct expected of them. • SECTION 7.2 WORK RULES The following work rules, and those in other sections of these Personnel Rules, apply to all County employees. These rules are not all-inclusive, and the County may establish additional rules by Board action to ensure the effective operation of County government. 7.21 Reporting Time. According to Departmental directives, employees must be at their designated work space on time and ready to work. Employees shall remain at their work area, at work, until the scheduled quitting time, unless permission to leave is granted by their supervisor. An employee must immediately report to his supervisor his inability to report to work and the reason. Failure to report to work or to notify one's office of the reason for an absence of twenty-four (24) hours or more shall be considered an implied resignation. 7.22 Hours of Work. • Office hours are established by the Board. Department Heads shall have personnel available to serve the public at all times during working hours, unless the Board specifically changes the hours due to a shortage of staff. Department Heads may establish flexible work schedules provided other sections of these rules are complied with. • If employees do not take advantage of established lunch hours and rest periods, they are not allowed to deduct the unused time from their work schedules. • Lunch periods and breaks are the employee's own personal time. In the event of an emergency in which an employee's supervisor requests the employee to work a portion or all of his lunch period, the amount of time worked will be considered overtime. However, in the event time is available closely after the designated lunch period, the employee will be allowed to take a lunch break. It is anticipated that these special situations will arise only on a limited basis. 7.23 Rest Periods. A rest period (not to exceed fifteen [15] minutes) is permitted all permanent, full- time employees during each regular half shift. Department Heads will ensure that the total rest period does not exceed thirty (30) minutes per full shift. 7.24 Lunch Periods. Lunch periods should be taken as close to the middle of the full shift as possible, • in consideration of the efficient operation of the department. 30 • i� • VOL 70 ea,� 319 7.25 Personal Business. • County premises, or any premises on which an employee conducts County business, cannot be used to conduct personal business during working hours. • Employees may not use County telephones during working hours for personal calls over one minute in duration. Personal long distance calls cannot be charged to County phones; however, personnel requested to work overtime are allowed to place a call within the County to notify others of extended hours. • Employees may not engage in solicitation or distribution of non -County literature or partisan political activity while on County time or County premises. However, in regard to the County Library, the County Librarian will determine what material will be allowed for display and/or distribution. • All County personnel must conduct County business in accordance with the Government Ethics Laws (ORS Chapter 244) and the Deschutes County Personnel Rules. When and if these two are in conflict, whichever is the most restrictive takes precedence. • No County personnel is allowed to serve the County (e.g., to receive payment from the County unrelated to their County job) in any private business capacity without specific written authorization from the Board. Such authorization shall only be given in instances where the competitive bidding process is used and clearly shows that all local businesses capable of competing were notified and had the opportunity to compete. • No County employee shall engage in non -County employment which, in the interpretation of the Board, has the potential of having a detrimental impact on his/her County position or could take unfair advantage of others due to his/her County position. 7.26 Safety. Employees shall follow all safety regulations (see Section 8.3), including the wearing of safety articles and the use of protective equipment. Employees must immediately report accidents or injuries to their supervisors. Employees may not litter work areas. 7.27 Courtesy. Employees are expected to deal with the public in a courteous and professional manner. 7.28 County Property. Employees shall be responsible for and not misuse or abuse County property. County property may not be used for the employee's personal benefit. County property, records or other materials may not be removed from the premises without written permission, except as required for the performance of an employee's job. 7.29 Parking. Employees shall not park in areas which are identified by restrictive parking signs. 7.210 General Employee Conduct. • Employees must not restrict, interrupt or interfere with the work of others. • Employees are not to neglect their duties and responsibilities, nor to refuse to perform assigned work, nor perform work in such a manner so as to hinder the effective performance of County functions. • Employees shall not engage in immoral conduct, fighting, horseplay, abrasive language, or consume alcoholic beverages while on duty or on County premises. • See also Section 8.4 and other pertinent sections. 7.211 Records. Employees must notify their supervisor when there is a change in their personal data. Employees shall not falsify records, reports, or claims of illness or injury. 7.212 Relatives in County Service. • Two members of an immediate family may not be employed under the same supervisor. Neither may two members of an immediate family be employed at the same time, regardless of the administrative department, if such employment will result in an employee supervising a member of his immediate family. • The provisions of this section shall apply to promotions, demotions, transfers, reinstatements and new appointments. The provisions of this section shall not be retroactive. • Married couples who are both in the County's employ may not both receive primary health and dental insurance; however, each County employee is entitled to life and disability insurance. (This section is at all times subject to the agreements in force between the County and the insurance carriers.) 31 • • VOL 70 PAVE 320 SECTION 7.3 RESPONSIBILITIES 7.31 Supervisors and Department Heads. Supervisors and Department Heads will require employees to read Section 7.2, and Department Heads have primary responsibility for enforcing those provisions and all others in these Personnel Rules. 7.32 Board of Commissioners. The Board shall take all action necessary to ensure that the provisions of Rule 7 are enforced. 7.33 Personnel Specialist. The Personnel Specialist is responsible for the overall administration of the work rules, including the recommendation of revisions, deletions or the adoption of new rules. The Personnel Specialist is also responsible for advising Department Heads on the proper implementation of work rules and for reporting suspected or confirmed major or repeated violations to the Board. SECTION 7.4 DISCIPLINE OR DISCHARGE In addition to action arising from violation of the work rules described in Section 7.2, employees may have disciplinary action taken against them for inefficiency, incompetence, insubordination, indolence, dishonesty, malfeasance, or insobriety. Performance related problems will generally be handled by constructive criticism rather than progressive discipline. 7.41 Forms of Discipline. Disciplinary action may take the form of an oral reprimand, a written reprimand, suspension, demotion and/or dismissal from County service. The form of disciplinary action depends on the severity of the offense, as well as the number and frequency of previous acts of misconduct. • Oral Reprimands. An oral reprimand is the least severe of the County's disciplinary actions. • Written Reprimands. Written reprimands are prepared and delivered by the supervisor or Department Head. • Suspension. Employees may also be suspended without pay for periods not exceeding thirty (30) days. • Demotions. The employee's Department Head may demote an employee to a lower class description and/or reduce the employee's salary to a lower step in the pay plan. 7.42 Dismissals. • Discharge of Permanent Employees. Employees may be dismissed from the County service for cause as determined by a Department Head or the Board. Dismissed employees shall not be eligible for rehire in another County department. • Discharge During Trial Service. An employee may be discharged during trial service for any good and sufficient reason as determined by the Department Head or the Board. 7.43 Responsibilities of all County Employees. • It is the duty of all County employees to comply with and to assist in carrying out the provisions of the County's work rules. Such discipline shall be in accordance with procedures established by the Personnel Rules and Regulations. • Every supervisor or Department Head must discuss improper or inadequate performance with the employee seeking to correct the deficiencies and to avoid the need to exercise disciplinary action. 7.44 Written Notice. A written reprimand (or notice) is to be given to each employee for each significant violation and disciplinary action. The notice shall be given to the employee at or before the time such action is taken. A copy of the notice, signed by the employee, is sent to the Personnel Specialist for inclusion in the employee's personnel file as evidence of delivery. 7.45 Appeal of Disciplinary Action. All employees have the right to appeal disciplinary action taken against them within five (5) working days after notice of such action is delivered. Appeals shall be made in accordance with the grievance procedure. 32 r t 70 NCE 321 RULE 8 -COUNTY PERSONNEL BENEFITS AND PRACTICES • SECTION 8.1 HOLIDAYS The following days, fixed by Oregon Revised Statutes, are paid holidays for all permanent full-time employees in the County Service. Permanent part-time employees will receive a pro -rata share of the holiday pay if their normally scheduled work time falls on the recognized holiday. 8.11 • New Year's Day (January 1). • Lincoln's Birthday (First Monday in February). • Washington's Birthday (Third Monday in February). • Memorial Day (Last Monday in May). • Independence Day (July 4). • Labor Day (First Monday in September). • Veteran's Day (November 11). • Thanksgiving Day (Fourth Thursday in November). • Christmas Day (December 25). • Floating Holiday at Board's discretion. 8.12 Exceptions. Whenever a holiday falls on Sunday, the following Monday shall be considered a holiday. If a holiday falls on Saturday, the preceding Friday shall be a holiday in that year. Holidays which occur during paid vacation or sick leave shall not be charged against vacation or sick leave. In order to qualify for holiday pay, employees must work the days before and after the holiday or be on authorized leave of absence with pay. SECTION 8.2 TRAVEL EXPENSE 8.21 Mode of Transportation. Travel on official business shall be via public carrier or County -owned vehicle whenever possible. 8.22 Mileage Allowance. A mileage allowance will only be authorized and paid on trips that have prior approval of the Department Head or the Board. If authorization is granted to use a private vehicle when a County vehicle is not available, mileage shall be paid at the rate of $.25 per mile. • However, if a County vehicle is available, but a request is approved to use a private vehicle, mileage will be paid only on a one-way basis ('/z mileage). The rate paid for mileage reimbursement is reviewed and adjusted annually by the Board. 8.23 Subsistence Allowance. A subsistence allowance is paid to County employees who are away from the County on official County business. This reimbursement is calculated when the employee returns actual receipts for meals, lodging and other necessary expenses. Employees are expected to be frugal in making such expenditures. Expenditures considered unnecessarily indulgent may be denied reimbursement. 8.24 Use of Public Vehicles. Only County employees on official County business may ride in County vehicles, unless otherwise authorized by the Board. County vehicles are not to be used for transportation to and from work. County vehicles are not to be used for personal business or pleasure. (See also Section 3.36.) Exceptions to any portion of this section may be granted by the Board. SECTION 8.3 SAFETY 8.31 Employee Responsibilities. Department Heads, supervisors and employees must guard the safety of themselves, fellow employees and the public. 832 Accident Reporting. When accidents occur on County property or in the course of conducting County business, the employee should contact his supervisor immediately, and the supervisor will complete an accident report form. The Personnel Office is to be notified of all accidents involving County employees and County equipment as soon as possible and not later than the next work day. SECTION 8A LEGAL LIABILITY 8.41 Employee Responsibilities. County employees must abide by all laws and regulations which govern the performance of their duties, and shall perform their duties as reasonable, prudent people. Employees who are reasonably cautious and prudent in the performance of their duties . are not negligent, and therefore neither legally nor morally liable for accidents or injuries which may occur. 33 ] f� ' VUL 70 FAGE 322 0 • • 8.42 Employee Liability. If an employee is negligent in the performance of duties and responsibilities, and if an accident results from such negligent performance of duties and responsibilities, the employee may be held personally and legally liable. SECTION 8.5 HEALTH AND WELFARE 8.51 Insurance. Permanent full-time employees and their immediate families will receive County -paid health and dental insurance coverage starting on the first day of the month following completion of thirty (30) days of employment with the County. Coverage for elected officials will begin January 1 of the year the official begins serving his or her term. 8.51A Married Couples Who Both Work for the County. Coverage will not he duplicated. One spouse or the other should be covered as the primary recipient. (Additional coverage is extended to the second spouse via spousal rights contained in the policy.) This clause effective 8/l/85. 8.51B The County will provide insurance benefits to County employees who have worked for the County for 30 years or more up to age 65 in accordance with its annually negotiated insurance benefit program. 8.52 Insurance for Permanent Part -Time Employees. Permanent part-time employees will receive health and dental insurance coverage on the first day of the month following completion of thirty (30) days of employment with the County. 8.53 Temporary Part -Time, Temporary Full -Time, Limited Part -Time and Grant -Funded Employees. Employees in these categories do not receive health or insurance benefits. 8.54 Retirement. The County shall be a participant in the Public Employees Retirement System (PERS) or its equivalent. After the employee has satisfactorily completed his six month probationary period and holds a position requiring that the employee works in excess of 600 hours per year, the County shall make contributions to PERS in accordance with levels established for the employee's position. RULE 9 -LEAVES OF ABSENCE SECTION 9.1 LEAVES OF ABSENCE, GENERAL 9.11 Authorization For Leave. Leaves of absence will be granted only after the employee has submitted a written request for a leave and received a written approval from the employee's supervisor. (Copies of all such requests are to be retained in the employee's file in the Department office.) It is the responsibility of the Department Head to submit the Department's payroll voucher to the Data Processing Department indicating which employees are on leave, and each employee's leave status (i.e. paid or non -paid leave). A copy of this voucher is to be sent to the Personnel Specialist. 9.12 Accumulation While on Leave. Vacation and sick leave credit shall continue to accrue to those employees who are on leave with pay. 9.13 Leave Computation. For the accumulation of leave credit and the granting of leave, computation shall be made in hourly units. Deductions shall not be made from leave accumulations for regularly assigned days off, or County holidays occurring during a period of leave with pay if the employee returns to work on the first day thereafter, or has been granted additional leave. 34 t ruL 70 FACE 323 P SECTION 9.2 VACATION LEAVE 9.21 Eligibility. Permanent full-time and permanent part-time employees can use their accrued vacation leave as soon as it is accrued after receiving authorization from their Department Heads. 9.22 Maximum accrual. The maximum accrual for vacation leave shall be equal to a total of two years vacation leave credit. Leave accrued in excess of the above is forfeited unless prior approval for an extension is granted, in writing, by the Board. 9.23 Accrual Provisions. Vacation shall be accrued according to the following two schedules: Management Personnel (Class numbers determined to be management personnel will be estab- lished each July 1, by Board of County Commissioners). Years of Service Days of Vacation Accrual Rate From 0-5 Years 144 Hours 12 Hrs./ Month 15 Hrs./Month After 5 Years 180 Hours Non -Management Personnel (those not listed above): Years of Service Days of Vacation Accrual Rate 1-5 Years 96 Hours 8 Hrs./Month 5-10 Years 120 Hours 10 Hrs./Month 12 Hrs./Month 10-15 Years 144 Hours 168 Hours 14 Hrs./Month 15-20 Years 20+ Years 180 Hours 15 Hrs./Month Vacation leave accrues while an employee is on leave with pay, but not while on leave without pay. No employee can be granted leave without pay until after vacation leave that has accrued to his credit is exhausted. 9.24 Employee Transfers. When an employee is transferred or appointed to another department, his vacation credit and sick leave will be assumed by the new department. 9.25 Payment Upon Separation. An employee who terminates during the initial six months of his employment is not entitled to cash compensation in lieu of vacation leave. In case of death, compensation for accrued vacation leave will be paid to the employee's estate. Employees with accrued and unused vacation leave are not entitled to payment for such leave upon separation unless they qualify for the "Separation Bonus" (see Rule 11.41). 9.25A Employees whose position is converted from Permanent Part -Time status to Temporary Full - Time status will accrue vacation benefits at the Full -Time rate for the duration of their assignment. 9.25B Vacation accrual for permanent part-time personnel is computed on the basis of the percentage of hours worked each month. 9.26 Vacation Scheduling. Department Heads should establish staffing schedules to provide vacation leave for employees annually, and employees are to take vacation leave at the time scheduled. A record of vacation time taken shall be kept on file in the department and in the employee's per- manent Personnel File in the personnel office. Such schedules may be amended to meet work emergencies. In establishing regular schedules, Department Heads should give due consideration to the desires of individual employees while weighing the work requirements of the department. Earned compensatory time cannot be taken in conjunction with vacation leave unless prior approval is specifically granted by the Department Head. Department Heads shall advise the board as to when they intend to take vacations. Whenever possible, seniority shall prevail where there is a conflict between two or more employees wanting the same time off for vacation purposes. 9.27 Mandatory Vacation. At least once each year, all permanent employees must be allowed to take five (5) vacation days consecutively if accrued. 35 • • VOL 70 FACE 324 SECTION 9.3 SICK LEAVE WITH PAY 9.31 Eligibility. Sick leave is earned by each permanent full-time employee in the classified service. Employees are eligible for sick leave with pay immediately upon accrual. Permanent part-time employees earn sick leave in direct proportion to the number of hours they work in a ratio with permanent full-time employees. 9.32 Maximum Accrual. Employees accumulate sick leave at the rate of eight (8) hours for each full month of continuous service. Accumulation of sick leave is not limited. However, when the employee retires from County service, he will be compensated for one-half (�/2) the accumulated portion of sick leave above 960 hours. The other one-half is credited to his retirement account. 9.33 Authorized Usage. Sick leave shall be used only for the following: • When an employee is physically unable to perform duties because of illness or injury. The employee shall notify the immediate supervisor as soon as possible prior to the beginning of the shift. At the request of the immediate supervisor or other superior, the employee will obtain certification from an attending physician, documenting the nature and period of illness. • Medical or dental care. • Exposure to contagious disease under circumstances by which the health of fellow employees or the public would be endangered. • Illness or death of an employee's mother, father, spouse, sister, brother, children, grandparents, or other close relative. Up to three (3) working days in succession per occurrence may be used for these purposes. The Board may grant additional days if special circumstances exist. • Leave for childbearing is treated as a medical condition and is covered by sick leave with pay. 9.34 Employee Transfer. See Section 9.24. 9.35 Payment on Separation. Sick leave is provided by the County as insurance against the loss of income due to illness. No compensation for accrued sick leave shall be allowed for any employee upon separation. (See Rule 9.32.) 9.36 Absence Paid by State Industrial Accident Commission. Salary paid for a sick leave period also covered by workers' compensation shall be equal to the difference between the workers' compensation award and the employee's regular salary rate. In such instances, prorated charges will be made against the employee's accrued sick leave. 9.37 Employees requiring sick leave, in excess of their earned sick leave, shall be required to use up earned vacation time first and then formally apply for an extended medical leave. SECTION 9.4 SICK LEAVE WITHOUT PAY 9.41 Extension of Sick Leave. Upon written application of an employee, sick leave without pay may be granted by the Department Head subject to final authorization by the Board for a reasonable period of disability after earned sick leave has been exhausted. In no instance shall such leave without pay exceed six months. SECTION 9.5 MILITARY LEAVE 9.51 Military Leave With Pay. An employee who has served with the County for at least six months and who is a member of the National Guard or the reserve of any branch of the U.S. military, is entitled to military leave not to exceed fifteen (15) calendar days per year. Such leave will be granted without loss of time, pay or other leave and without impairment of merit ratings or other rights or benefits. Military leave with pay may be granted only to personnel with certified orders and shall not be paid if the employee does not return to his position immediately following the end of the approved duty period. Leave with pay will not be extended to those employees entering the military service for extended and indefinite periods of time. Department Heads are required to report employees on leave to the Personnel Department on payroll time and leave sheets. Copies of military orders are also to be entered in the Personnel File. (ref. ORS 408.290) 36 Y y I • • • VOL 70 FACF 325 9.52 Military Leave of Absence Without Pay. An employee filling a permanent full-time position is entitled to a military leave of absence without pay during an approved period of service with the armed forces of the United States. The employee shall, upon honorable discharge from such service, be returned to a position in the same class as the last held position, at the salary rate prevailing for such class, without loss of seniority or employment rights. If it is established that the employee is not physically or mentally qualified to perform the duties of his former class position by reason of such service, the employee shall be reinstated in other work that he is able to perform at the nearest appropriate level of pay of the former class. Such employees shall make application for reinstatement within ninety (90) days and shall report for duty within six (6) months following separation from active duty. Failure to comply may terminate military leave status. Where an employee voluntarily re -enlists, or extends his period of military service, his military leave shall be deemed cancelled (ref. ORS 408.240). SECTION 9.6 OTHER LEAVES OF ABSENCE WITH PAY 9.61 Jury Duty. Employees performing jury duty shall receive regular pay for the period of duty. Employees shall pay to the County any compensation (excluding mileage) received as a result of jury duty. 9.62 Witness Duty. Employees are to receive regular pay for appearances before a court, legislative committee, judicial or quasi-judicial body as witnesses in response to a subpoena or other direction. Employees shall return to the County any compensation (excluding mileage) received as a result of such duty. This applies only when such appearance is necessary because of the employee's position with the County. 9.63 Official Business. Employees will receive regular pay for attendance in court in connection with an employee's officially assigned duties, including the time required going to and from court or other authorized duties in connection with County business. 9.64 Disaster Leave. Regular salary will be paid to those employees who are unable to report for their regular duties because of natural disasters beyond their control; or because they are needed to work for the safety of their families or to prevent property damage; or to help with rescue work to save life and property, this policy is to he effective only when the County has been declared a disaster area by order of the Governor of the State of Oregon or upon the approval of the Board. 9.65 Educational Leave. Must meet the criteria outlined in Section 9.72 and will be granted on a case- by-case basis. 9.66 Special Leave. Special leave is a provision created to accommodate natural disasters and life- threatening situations. If there is a building emergency, a bomb threat, or a natural disaster, special leave may be granted to County employees by Board decree. Such leave does not affect an employee's earned vacation time or sick leave. SECTION 9.7 OTHER LEAVES OF ABSENCE WITHOUT PAY 9.71 Special Leave. An employee's Department Head may grant a leave of absence without pay not to exceed 30 calendar days. Leaves of absence without pay for periods in excess of 30 days must be approved by the Board. 9.72 Educational Leave of Absence. • After completing one year of continuous service, a permanent full-time employee, upon written request, may be granted a leave of absence without pay by the Board (with departmental approval), for the purpose of upgrading his professional ability through enrollment in educational courses related to his employment at an accredited school. The period of such leave of absence may not exceed one year, but may be renewed or extended upon request of the employee and approved by the Board. One year's leave of absence with requested extensions for educational purposes may not be provided more than. once in any three-year period. • Employees may be granted time off with pay for educational purposes for reasonable lengths of time to attend conferences, seminars, briefing sessions, training programs and other programs of similar nature if they are intended to improve or upgrade the employee's skill and professional ability. Attendance at such programs must be approved by the employee's Department Head. 37 E • • VOL 70 FAGF 326 RULE 10 -GRIEVANCE PROCEDURE SECTION 10.1 POLICY The County will promptly consider and respond to employee grievances relating to employment conditions and relationships. Furthermore, the County prefers to correct the causes of grievances informally and encourages both supervisors and employees to resolve problems as they arise. SECTION 10.2 GRIEVANCE PROCEDURE The following steps are to be followed in submitting and processing a formal grievance: 10.21 STEP I. The aggrieved employee or group of employees should verbally present the grievance to the immediate supervisor within five (5) working days of the occurrence of the problem or within five days of the time the employee becomes aware of the problems. The supervisor shall give his oral reply within five (5) working days of the date of presentation of the grievance, not including the date of presentation. 10.22 STEP II. If the grievance is not fully settled in Step I, it shall, in detail, be reduced to writing, dated, signed by the aggrieved employee or group of employees, and presented by the aggrieved party to the Department Head within five (5) working days after the supervisor's oral reply is given (not including the day the answer is given). The Department Head shall reply in writing to the grievance within five (5) working days of the date of the presentation of the written grievance (not including the day of presentation). 10.23 STEP III. If the grievance is not settled in Step II, the written grievance is to be presented by the aggrieved party, along with all pertinent correspondence, records and information, to the Board within seven (7) working days after the Department Head's response is given. The Board may meet with the aggrieved employee or group of employees, the immediate supervisor, and the Department Head. The Board shall reply to the grievance in writing within seven (7) working days after the date of presentation of the written grievance. If the grievance relates to the discipline or discharge of an employee, the Board shall hold a hearing before issuing a reply. If an employee being considered for discipline or discharge so chooses, the County's Employee Council (if such exists) shall be allowed to take part in the hearing before the Board, and allowed to make comments and recommendations to the Board. No appeal of a discharge shall be final until the hearing is held and the reply issued (when a grievance relates to a discipline or discharge of an employee). The decision of the Board shall be final and binding. SECTION 10.3 -TIME LIMITS If the grievance procedures established by this Section are not initiated within the time limits, the grievance shall be considered not to have existed. SECTION 10.4 -COUNTY LIABILITY If the County fails to meet or answer any grievance within the time prescribed for such action, the grievance shall automatically advance to the next step. SECTION 10.5—EXTENSION OF TIME LIMITS The time limits for the initiation and completion of the steps of the grievance procedure may be extended by mutual consent of the parties involved. Mutual consent should be indicated in writing, and signed by all parties involved. SECTION 10.6—PROHIBITED PRACTICES No employee can be disciplined or discriminated against in any way because of the employee's use of the grievance procedure. M. VO LI 70 PALE 32 7 RULE 11 -SEPARATION FROM COUNTY SERVICE • SECTION 11.1—LAYOFFS If there are changes in the duties of the organization, abolition of positions, lack of work, or shortage of funds, the Board may lay off employees. However, the Board shall first make every reasonable effort to integrate those employees into another department by transfer. When layoffs are required, Department Heads and the Board shall base layoff decisions on each employee's job skill level and value to the County, and shall also give consideration to seniority in the County service when the employees' qualifications and abilities are relatively equal. Whenever feasible, departments and the Board will lay off part-time employees first, probationary employees next, and full-time employees last. SECTION 11.2—REASSIGNMENT OF DUTIES Duties performed by employees who have been laid off may be reassigned to other employees who hold positions in appropriate classes. SECTION 11.3 -REHIRING OF LAYOFFS Once Board approval has been given to rehire, Department Heads and the Board shall rehire employees in the inverse order of lay off; employees laid off last shall be called back first, providing the procedure will guarantee the effective operation of the unit. This procedure shall be employed up to one year from the time the lay-off occurs. SECTION 11.4 -RESIGNATIONS In order to resign in good standing, an employee must give the Department Head or the Board at least fourteen (14) calendar days written notice. Employees excluded from overtime coverage will give thirty (30) calendar days written notice. The Board may agree to a shorter period of notice if a request is submitted in writing outlining a suitable explanation. 11.41 Separation Bonus. In the event an employee separates from County service in good standing • (retirement or resignation with proper notice) he is entitled to receive payment for any accumulated vacation time or comp time. This separation bonus does not apply to probationary employees. SECTION 11.5 -EXIT INTERVIEW 11.51 Purpose. The purpose of the exit interview is threefold: • The exit interview can further good public relations by helping to correct misinformation or mollify negative attitudes. • The exit interview can further good employee relations by letting the employee know that the County is interested in his/her future plans. The interviewer can also provide information and assistance to the departing employee. • The exit interview is an excellent management tool to gain insight into the effectiveness of County personnel and managerial practices; to determine where personnel policies and procedures are in need of review or revision, and to determine where supervisory or managerial practices need modification or improvement. 11.52 Conducting the Exit Interview. Unless waived by the Board, an exit interview is to be conducted with every employee who is separating from County employment, regardless of his length of service, his position, or the circumstances of his separation. 11.53 Responsibility of Personnel Office. The Personnel Office is responsible for conducting all exit interviews. The Personnel Office shall assure that each employee is interviewed and shall also analyze the results of each interview to determine how they may relate to current personnel policies and procedures. 11.54 Timing of Interview. Department Heads are responsible for notifying the Personnel Office as soon as they learn that one of their employees is leaving. The Personnel Office will then schedule a time and place for the interview, which will normally fall on the employee's last work day. 11.55 Forms and Records. Results of exit interviews are to be recorded on forms prescribed by the Personnel Office. The record of the interview becomes a part of the employee's permanent Personnel File. • 11.56 Follow -Up Letter. The Personnel Office will send a follow-up letter to the separated employee immediately after the date of separation. The purpose will be to elicit information from employees who are afraid or unwilling to discuss aspects of their employment during the exit interview. 39 { ~ w 1 K VOL 70 fA,UE 328 RULE 12 -PERSONNEL RECORDS MANAGEMENT • I SECTION 12.1—PURPOSE The development and maintenance of an effective personnel transaction procedure and personnel records management system is essential to a sound personnel program. The primary purpose of these systems and procedures are to: • Establish and maintain clear lines of authority for the processing of personnel information and management of personnel records. • Establish and maintain uniform, easily accessible and complete employment records of all County employees. • Establish and maintain clear and efficient procedures for processing all transactions that affect each employee. SECTION 12.2 -RESPONSIBILITY AND AUTHORITY 12.21 Personnel Specialist. The Personnel Specialist shall: • Have overall responsibility for establishing, maintaining and coordinating personnel -related activities and records management systems and procedures for all County employees. • Establish and maintain a central personnel file to include all transactions, records and other pertinent employment information for each County employee. • Establish and maintain personnel transaction forms and procedures. • Establish and maintain position complement control records and procedures. • Advise and assist Department Heads in all County personnel transactions and records manage- ment systems and procedures. 12.22 Department Heads. • Initiate and process personnel transactions affecting their employees, using forms prescribed by the Personnel Office. • Maintain a written record of contacts with employees as they deem appropriate, or as required by these rules. Copies of such records are to be forwarded to the Personnel Office for • inclusion in the central personnel file. 12.23 Data Processing Unit. The Data Processing Unit shall convert data from personnel transactions to electronic data processing records. The conversion system is to be developed by the Data Processing Unit in close cooperation with the Personnel Office to provide management with current personnel and position summaries, statistics and other pertinent data. 12.24 Employees. All employees are responsible for notifying their supervisor or the Personnel Office of any changes which affect their personal status. Employees shall also receive a copy of all personnel transactions which affect their employment or personal status. RULE 13 -EMPLOYEE DEVELOPMENT SECTION 13.1—PURPOSE The purpose of the employee development program is to foster and promote the training and development of employees in order to: • Improve the quality of personal services rendered to the County by employees. • Equip employees for career advancement within the County service. • Provide a reservoir of occupational skills necessary to meet current and future employment needs. As a means of accomplishing these objectives there are a number of methods which can be utilized: • Tuition Reimbursement. Dependent upon available funds, the County will reimburse permanent employees one-half the expense for qualified courses which are taken at COCC. Prior approval must be obtained from the employee's department head and the Personnel Officer. • Scheduled Training. The Personnel Office will attempt to schedule throughout the year appropriate training classes which will be open for participation by interested employees. • Departmental Training. Each department is encouraged to take into account departmental training needs — and in tum budget funds to make available such program to individual employees. The Personnel Officer is open to suggestions from all employees regarding ways to enhance the employee development activities. 40 • • E vol 70 FAcE 329 SECTION 13.2 -DEVELOPMENT AND ADMINISTRATION: RESPONSIBILITIES 13.21 Personnel Specialist. The Personnel Specialist has the overall responsibility for the development, administration and coordination of the employee development program. In this capacity, the Personnel Specialist shall: • Assist the Department Heads in development, implementation and budgeting of employee development programs to meet the current and future needs of their departments, and to increase employee efficiency. • Conduct or coordinate employee development programs to meet the common needs of all departments. • Maintain a file of current information and materials on job requirements, training opportunities, employee development manuals and other employee development literature. • Maintain a record of all training conducted and ensure that authorized employee development programs are properly administered. • Prepare certificates of recognition for employees who satisfactorily complete employee development programs, and ensure that a record is maintained in the employee's Personnel File. • Assure that all employees receive equal consideration for appropriate training opportunities. • Assure that employee Personnel Files are updated upon successful completion of any employee development activities, to ensure maximum consideration for placements, transfers and promotion. 13.22 Department Heads. Department Heads shall provide active leadership in developing the employees under their supervision. In this capacity, they shall: • Cooperate closely with the Personnel Specialist in determining the current and future employee development needs of the department. • Participate with the Personnel Specialist in developing and implementing employee development programs. • Attempt to budget sufficient funds to participate in needed career development programs. • Assess the effectiveness of completed career development programs and make recommendations for improvement where appropriate. • Assure that employees are provided with sufficient time to participate in career development programs. 41