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2006-431-Minutes for Meeting April 17,2005 Recorded 4/20/2006DESCHUTES NANCY COUNTY CLERKDS ~J Z0~6'~J~ COMMISSIONERS' JOURNAL 110 11 .,,,,.01 ,.,,.,,.10 1.1.1 04/20/2006 08;07;52 AM 2006-43 DESCHUTES COUNTY CLERK CERTIFICATE PAGE r n G W This page must be included if document is re-recorded. Do Not remove from original document. ❑ { Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF MEETING DEPARTMENT HEADS & BOARD OF COMMISSIONERS MONDAY, APRIL 17, 2005 Downstairs Conference Room - Administration Building - 1300 NW Wall St., Bend Present were Commissioners Dennis R. Luke and Bev Clarno; Commissioner Michael M. Daly was out of the office. Also present were Susan Ross, David Givans and Anna Johnson, Commissioners' Office; Marty Wynne, Finance Department; Dave Peterson and Kevin Furlong, Information Technology; and Hillary Saraceno, Commission on Children & Families. Others present were Renee Warner, Building Services; Tom Blust, Road Department; Scot Langton, Assessor; Nancy Blankenship, Clerk; Kate Moore, Health Department; Charity Hobold, Parole & Probation; and Mark Pilliod and Mark Amberg, Legal Counsel. Also in attendance were Mike Viegas, Risk Management; Dan Despotopulos, Fair & Expo Center; Mike Dugan, District Attorney; Scott Johnson, Mental Health Department; Bob LaCombe, Juvenile Community Justice; Debbie Legg, Personnel; Tom Anderson, Community Development Department; and Chuck Fadeley, Justice Court. Also present was Christopher Stollar of The Bulletin; no other citizens attended. The meeting began at 12:05 p. m. 1. Introductions. The attendees introduced themselves at this time. Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 1 of 6 Pages 3. Information Technology Update. Dave Peterson gave a brief overview of a proposal to use e-mail encryption for some of the County's e-mails and departments that present security issues. There are several options available. For the most part, the departments using encryption the most would be Health, Mental Health, the Courts and various others that handle sensitive information on a daily basis. Mr. Peterson discussed a proposal for wireless communications within County buildings. This would be a convenience to County employees, representatives of other agencies and vendors, and anyone who would like to access their computers from a County building. He went over the initial investment and the cost of maintenance. The access points in each building would be determined by the amount of interference from structures and other signals. District Attorney Mike Dugan said that he has 18 people in his department alone who would utilize it, along with other attorneys. Commissioner Luke suggested that perhaps the wireless communications program could be tried in a few buildings to determine how many people actually utilize it. Mr. Peterson added that the purchase would be through a state contract, and there would probably be no reason or economy of scale to purchase this for all buildings at one time. In regard to B1ackBerry units, which are phones that allows users to access e- mails and schedules, along with other possible features such as GPS, Mr. Peterson said that the Sheriff's Office has the only server at this time. There are 35 units in use through the Sheriff's Office. Commissioner Luke said that the County might consider using the cellular phone allotment towards a B1ackBerry unit, if the user prefers. He asked anyone who is interested to contact Information Technology. (A document containing further details on e-mail encryption and wireless communications is attached as Exhibit C.) Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 2 of 6 Pages 4. Legal Update. Mark Amberg gave a brief overview of the Family Leave Policy. He explained that it is a very complicated issue and that Department Heads or supervisors should not try to determine if someone is eligible; Legal Counsel or Personnel should be contacted. He further explained that there would be no defense if a Department Head or supervisor makes a decision in this regard and it is the wrong one. If desired, Legal Counsel and/or Personnel can make a presentation to supervisors. Mike Viegas said that ADA training is now required of any employee who deals with the public. Two-hour training sessions will begin in June for employees and volunteers. Susan Ross added that some building changes are required to comply with ADA rules, and Building Services will be visiting departments as needed to make those changes. She asked that the Department Heads advise their employees of this possibility. (Information on family leave policies and ADA issues is attached as Exhibit D.) 5. Discussion of Card Reader System and Other Building Issues. Susan Ross explained that there are some misconceptions on how the card reader system works. The system is now in almost all buildings. An individual's card will only access the doors that individual would need to use. Some cards are programmed for certain days and hours as well. Some requests have been received for additional employee access and for additional doors to be included in the system; these requests need to go to Building Services. She added that Personnel is advised when an employee leaves so his or her card can be deactivated; however, Building Services needs to be advised if a volunteer or vendor should have his or her card deactivated. The use of the gated parking area is encouraged, especially if someone is using a County vehicle for a trip and leaves his or her car parked. It provides an added measure of security. Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 3 of 6 Pages Employees parking in visitor parking areas is an ongoing and increasingly serious problem. In the downtown complex especially, where parking is limited, this will be enforced. Enforcement includes the employee, the employee's supervisor and department head having to come before the Board at a regular Board meeting to explain why the employee was parked in the wrong place. Violators from outside the County will be handled differently; they will be given a different citation and their vehicles can be towed. There is a problem with some employees painting their offices. The County wants all building interiors to be painted the same, which simplifies maintenance. Employees can individualize their offices with artwork, etc. instead. Ms. Ross reminded everyone that the grand opening of the South County Service Center - which now houses offices for Mental Health, Juvenile, Parole & Probation, Community Development and Veterans' Services, and which will soon include the Justice Court - is scheduled for Saturday, May 6. In regard to property leases - whether the County is the lessee or the lessor - Ms. Ross said that, to be consistent and to make sure liability issues are addressed, all should be handled through the County's property specialist. 6. Update on the Recruitment of a New County Administrator. Commissioner Luke said that a search firm was hired to recruit for the position. There were 59 applicants, and these have been narrowed down to four or five candidates. Within the next couple of weeks, the Board and a committee consisting of Scott Johnson, Marty Wynne, the Sheriff, Mark Pilliod, Nancy Blankenship and Tom Anderson will be working with the Board and Mike Maier to narrow down the choice to perhaps one or two individuals. 7. Department Updates and Other Items. Mark Pilliod gave a brief overview of the work and the schedule of the Home Rule Charter Committee. (A copy of the calendar is attached as Exhibit E.) Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 4 of 6 Pages He explained that they will need to decide whether to recommend a Home Rule Charter, and if so, its provisions and structure. They are in the process of learning about the nine counties that have such a structure in place, and getting input from County's department heads and others. He added that although many of the committee members have some experience in government, none of them have experience on a broad basis and really do not know a lot about how counties are structured and operate. Commissioner Clarno added that to help the committee members learn the most in a limited period of time, it would be wise for department heads to provide them with information in writing about the needs and composition of their departments. Commissioner Luke explained that Deschutes County used to be a County Judgeship. In fact, Mike Maier has been its only County Administrator. All of the nine counties that are charter counties are structured very differently. It is a very complex issue and a challenge for anyone to work through. If a consensus can be reached, the issue may be on the ballot in November. Mike Dugan stated that his department was a recent recipient of the "team of the year" award by the Governor's Commission on DUII Enforcement for the work they have done on misdemeanor prosecution. Marty Wynne said that budget documents are due tomorrow. At this point, it appears the 4% COLA, and the 12% health benefits amount with a $35 premium co-pay, will not change. There are no layoffs or reduction in personnel anticipated, and some requests for additional funds are being considered. More will be known as the budget process continues. Mr. Wynne advised that there is $157 left on the Delta Airlines pledge that needs to be used by the end of May. He asked that if anyone is traveling for work on Delta, to please contact him. Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 5 of 6 Pages Mark Amberg stated that labor contracts are being negotiated at this time. He advised that Alison Hamway, who has been the AFSCME union representative for some time, is leaving her position at the end of the month. Being no further items discussed, the meeting adjourned at 1:20 p.m. DATED this 17th Day of April 2006 ZtheDe utes County Board of Commissioners. SnDQis R. Luke, Chair 00 ATTEST: Bev Clarno, Commissioner - ZOQIA,- Recording Secretary Michael M. Daly, Commissioner Attachments Exhibit A: Agenda (1 page) Exhibit B: Sign-in sheet (1 page) Exhibit C: E-mail Encryption and County Wireless Communications Study (2 pages) Exhibit D: Memorandum regarding Family Leave and ADA Issues (10 pages) Exhibit E: Home Rule Charter Committee Calendar (4 pages) Minutes of BOCC/Department Heads Meeting Monday, April 17, 2005 Page 6 of 6 Pages Deschutes County Board of Commissioners 1130 NW Harriman St., Bend, OR 97701-1947 (541) 388-6570 - Fax (541) 388-4752 - www.deschutes.ora MEETING AGENDA BOARD OF COMMISSIONERS & DEPARTMENT DIRECTORS 12 Noon, Monday, April 17, 2006 Deschutes Services Center - 1 st Floor DeArmond Room - 1300 NW Wall St., Bend 1. Introductions - Department Heads, Other Attendees 2. Information Technology Update - Dave Peterson Overview of E-mail Encryption Discussion of County Wireless Communications 3. Legal Update - MarkAmberg Discussion of Family Leave Policy Discussion of ADA Issues 4. Discussion of Card Reader System - Susan Ross 5. Update on Recruitment of New County Administrator - Mike Maier 6. Brief Discussion regarding Home Rule Charter Committee Process - Dennis Luke 7. Department Updates 8. Other Items Exhibit Page of i Dept. Heads/BOCC Meeting Monday, April 17, 2006 (Please Print) Name Department Goo Aj SS 2SSo~L &-(--,,eM,t2OPV Z m 5C0 0; r.-. Y\j\ k zl~- " Z 7- - , a P c P CD v C/ w 1215 K. /~C6~' NN'4-- ~1 N ~s'7C1 Gee. Please return this sheet to Bonnie @ BOCC. Thanks! Exhibit Page l of / Email Encryption Why encrypt? • Comply with laws and regulations governing the security of non-public information such as HIPPA, 0 GLBA (Gramm-Leach-Bliley Act), SOX (Sarbanes- Oxley Act), and others. • Protect sensitive and confidential information such as research, patent, crime, or financial information. What is Encryption? A process that renders the contents of a message or file unintelligible to anyone not authorized to read it. With respect to email, the email and attachments are encrypted. How is email encrypted? . Use technology that permits the sender of an email to encrypt an email upon request. • Incorporate technology that automatically encrypts an email by examining its contents for specific words ("private", "aids", "personal", etc.) or patterns such as a social security number (xxx-xx-xxx). • Employ both "user selected" and automatic encryption - referred option. How is encrypted mail read? It depends on the features of the software product. Commonly, the email recipient does not receive the email. Instead, a link is presented which permits the recipient to securely view the email. Impact on email users Minimal Potential users Health Department, Mental Health, Sheriff, District Attorney, Personnel, Legal Counsel, Finance Cost Initial investment - $30,000 to $50,000. Annual maintenance - $8,000 Possible Funding Initial investment - Risk Management; Annual maintenance - Information Technology Exhibit C Page of -2- Coun Wireless Communications Stud Why? Count interest for the use of wireless equipment in County facilities Justifications • Create public wireless hotspots (lobbies, conference rooms, etc.) Potential users include business partners, vendors, other government, etc. • Provide County employees wireless access to County systems via laptops, PDA's, etc. • Have infrastructure in place for future wireless use such as wireless IP hones Research County IT contracted a survey of the County buildings listed below to measure signal and structure interference, measure signal strength, determine equipment needs and placement, and costs. Funding Possibility County pays foundation costs, Building users pay building costs, IT pays yearly maintenance. Wireless Cost Estimates Foundation Costs including network management hardware and• software, software upgrades,. installation;.and training 34,993 Building Costs Name Number of Access Points Building Totals Totals Community Development 3 1,344 District Attorney 6 2,688 Health and Mental Health 9 4,312 Information Technology 2 896 Justice Center/Courts 12 6,776 Juvenile 7 3,136 Old Administration 2 1,036 Old Courthouse Annex 2 896 Adult Corrections 4 1,792 Road Department 3 1,344 Deschutes Services Center 7 3,136 Sheriff 7 3,416 Building Totals 64 30;772. x 30;771 Total Costs 659781 Yearl Maintenance 2,660`. Exhibit C Page y of 2- J ES Department of Administrative Services Q Michael A. Maier, Director 1300 NW Wall St, Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 www. co. deschutes. or. us MEMORANDUM TO: All Department Heads and Elected Officials CC: Board of Commissioners FROM: Michael A. Maier SUBJECT: Family Leave and Americans with Disabilities Act DATE: March 16, 2006 Attached for your review is a communication from Legal Counsel regarding family leave and ADA laws. I can't emphasize enough how important it is that all department heads, elected officials, managers and supervisors read and comprehend this information. Legal Counsel and Personnel staff are available at your request to attend your departmental staff meetings to go over any details and/or to answer questions about family leave and ADA laws -just inform Debbie Legg or Mark Amberg. Again, please take this matter to heart and work closely with Legal Counsel and Personnel so that major problems can be prevented. Thank you! Quality Services Performed with Pride Exhibit L> Page l of /C) DESCHUTES COUNTY LEGAL COUNSEL MARK P. AMBERG Deputy Legal Counsel W Ext. 4645 TO: ALL DEPARTMENT HEADS Date: March 16, 2006 RE: FAMILY LEAVE AND AMERICANS WITH DISABILITIES ACT REPORTING REQUIREMENTS FOR DEPARTMENT HEADS, MANAGERS AND SUPERVISORS Recently, an increasing number of questions and issues have been raised regarding employee leave or requests for modification of work duties for health-related issues. The County is in the process of preparing a formal Family Leave Policy but, until that policy is in place, it is important for all department heads, managers and supervisors to have a basic understanding of the Family Leave laws and the Americans with Disabilities Act ("ADA"). Perhaps more importantly, because of potential legal issues, each department head, manager and supervisor needs to understand his or her obligation to report to Personnel/Legal all situations that might trigger Family Leave and/or the ADA. First and foremost, it needs to be understood that Family Leave and ADA laws are complex (increasingly so) and managers are not and cannot be expected to understand how these laws might apply in any given situation. However, it is expected that all department heads, managers and supervisors recognize basic Family Leave/ADA issues and, if they arise, to immediately report the situation to Personnel/Legal Counsel and consult with Personnel/Legal Counsel to determine an appropriate course of action. Secondly, it needs to be kept in mind that department heads, managers and supervisors are "the County" for purposes of legal liability. If any department head, manager or supervisor is aware of a situation or takes action regarding a situation, the County (generally) is legally responsible for what the department head, manager or supervisor knows and for any actions they take. For these reasons, department heads, managers and supervisors are not authorized to make decisions on their own regarding employee leave issues or employee requests for accommodations for health-related issues. With these general comments in mind, below is an outline of basic Family Leave and ADA law and a list of triggering events that require a department head, manager or supervisor to report a health-related situation to Personnel/Legal Counsel for advice and consultation. FAMILY LEAVE Again, this is a very complex area of law which includes Federal and Oregon family leave statutes and regulations, as well as numerous court decisions that have interpreted these statutes and regulations. Deschutes County, as an employer, is covered by two basic laws: Page 1 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit D Page -3>, of / O '7" The federal Family Medical Leave Act ("FMLA") and the Oregon Family Leave Act ("OFLA"). Each law provides protection for qualifying employees to take leave for "serious health conditions" of the employee or certain family members of the employee. The laws also allow leave for qualifying employees for pregnancy, pregnancy-related conditions and "parental leave" to bond with newborns or newly adopted or newly placed foster children. It should be noted that, although FMLA and OFLA are very similar, there are important differences between the two. The law that gives the most protection to the employee always applies. County policies or the terms of a Collective Bargaining Agreement might also apply to a given situation. Designation of Family Leave Under FMLA and OFLA, Deschutes County, as the employer, has the duty and the right to designate qualifying leave as family leave. This designation provides rights and protections to both the employee and the County. Correct and timely designation of leave as family leave is very important. Incorrect or untimely designation of leave can create a number of issues for the employee and the County. This is why Personnel/Legal need to be notified right away if there is a potential family leave situation. It is important to note that the decision whether to designate leave as family leave is not up to the employee (i.e. it is not optional). That is a decision the employer has to and gets to make. How much Leave Does an Employee Get? Although there are a number of exceptions, in general, if an employee qualifies for family leave under FMLA or OFLA, the employee is entitled to take up to 12 weeks of legally protected leave within a 12-month period. This 12 weeks" of leave does not necessarily have to be taken in a block of time or in one-week increments. In appropriate circumstances, the leave can be "intermittent" and can be taken in time increments as small as one hour. Note that intermittent leave only applies to leave for a serious health condition or pregnancy or pregnancy-related care but does not apply to parental "bonding" leave which does have to be taken in a block of time. In some circumstances under OFLA (but not FMLA) employees can "stack" leave and can be entitled to take additional protected leave (when parental "bonding" leave and "pregnancy disability" and/or "sick child" leave is involved). Also, under OFLA (but not FMLA), parents are entitled to take time off to care for a sick child who requires home care, on an intermittent basis as needed, even if the illness does not qualify as a "serious health condition" - e.g. even if a child only has a "standard" illness such as a cold, the flu or an ear ache, a parent is entitled to take time off of work to care for the child. FMLA and OFLA provide different options for determining the 12-month period ("leave year") used to calculate an employee's 12 weeks of family leave. The option currently used by Deschutes County is the "rolling backward" year. Under this method, when determining if protected family leave is available to an employee, we "look back" over the 12 months prior to the date the leave would commence to determine how much, if any, family leave has been used by the employee during that 12-month period. Page 2 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit D Page 3 of / 0 Some examples of relatively common situations/conditions that might trigger family leave are: 1. Treatment for the employee or a qualifying family member for Alzheimer's disease, stroke, or the terminal stages of cancer or other terminal disease. 2. Multiple recurring treatments such as restorative surgery after an accident or injury, chemotherapy or radiation treatment for cancer, physical therapy for arthritis and dialysis for kidney disease. 3. Complications from treatment or surgeries which, otherwise, would not qualify for family leave, such as cosmetic or purely elective treatments. 4. Post-partum depression. 5. Absence for alcohol or drug treatment. (Note: alcoholism is also considered a protected disability under the ADA. However, employees generally are only entitled to time off to participate in an approved treatment program; not time off because they are under the influence of alcohol or because they are "hung over" or recovering from the use of alcohol or drugs.) 6. Some chronic conditions such as migraine headaches, asthma, diabetes and epilepsy can, under certain circumstances, qualify as "serious health conditions" under family leave laws. Family Leave and Workers' Compensation If an employee's on-the-job injury or disability qualifies as a "serious health condition," as defined by FMLA/OFLA, leave taken by the employee under the Workers' Compensation law may also qualify as family medical leave. In this situation, the leave can be designated as both Workers' Compensation leave and family medical leave and the two can run concurrently. If an employee's injury/disability qualifies for Workers' Compensation, Risk Management generally will notify Personnel of the leave. However, even if a department believes that an employee's medical or health condition might qualify for Workers' Compensation, the department head, manager or supervisor still needs to advise Personnel/Legal of the situation right away so it can be determined if the leave qualifies as family medical leave. Other Family Leave Issues There are numerous other potential issues related to the family leave laws that cannot be covered in this brief memorandum. These include, but are not limited to, whether an employee is eligible for family leave, how much time an employee is entitled to take off for family leave, how the "year" for calculating family leave is determined, notification requirements (for the employee and for Deschutes County), medical certification requirements, employee benefits during family leave and reinstatement rights for employees after taking family leave. Also, this memorandum does not address the legal consequences and penalties that can be imposed for violating the family leave laws. Suffice it to say that there can be serious legal consequences for violating family leave laws (intentionally or unintentionally), or for any form of retaliation against an employee for exercising their right to take or attempting to take family leave. Any form of retaliation is strictly prohibited. Page 4 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit Page -S- of ti= II. THE ADA Although we do not deal with ADA issues as frequently as family leave issues, the ADA must always be kept in mind when addressing health-related issues since, frequently, both family leave laws and the ADA can apply to a particular situation. The ADA also might apply when dealing with Workers' Compensation claims. The ADA is a federal law (Oregon has a similar law) which prohibits private employers, state and local governments, employment agencies and labor unions from discriminating against "qualified individuals" with "disabilities" in job application procedures, hiring, firing, advancement, compensation, job training and other terms, conditions and privileges of employment. To qualify for protection under the ADA, an employee must meet the following requirements: 1. The person must be "disabled" as defined by the ADA. This means the person: a. Has a physical or mental impairment that substantially limits one or more major life activities; b. Has a record of such an impairment; or c. Is regarded as having such impairment. Simply because someone has a physical or mental impairment DOES NOT MEAN that the person has a disability under the ADA. For example, if someone is near-sighted, they have a physical impairment (poor vision), but, if the condition can be corrected (such as with eyeglasses), the person is not considered disabled under the ADA. Another example is diabetes which is a serious medical condition. However, if the diabetes can be treated through diet and medication, a person with diabetes generally is not considered disabled under the ADA. Another example is a mental impairment for bipolar disorder or depression. Again, if the person can function relatively normally with medication and treatment, they probably are not regarded as disabled under the ADA. 2. Assuming the employee has a "disability" as defined by the ADA, the person must be a "qualified" employee. This is defined to mean an individual with a qualifying disability who, with or without reasonable accommodation, can perform the essential functions of the job in question. 3. Assuming the employee has a qualifying "disability" and is a "qualified" employee, the employer (if requested by the employee) must provide reasonable accommodation to the employee to perform the job in question if the essential functions of the job can be performed with a reasonable accommodation. What constitutes a "reasonable accommodation" can be difficult to determine and must be evaluated on a case-by-case basis since each job differs and each individual's circumstance differs. Examples of things that can constitute a "reasonable accommodation" include: a. Making existing facilities used by employees readily accessible to and usable by persons with disabilities; b. Job restructuring, modifying work schedules (work days or work times - examples could include modifying starting time, permitting shorter, more frequent breaks, permitting intermittent time off for a period of time, etc.); c. Reassignment to a vacant position; Page 5 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit Page & of l0 d. Acquiring or modifying equipment or devices, adjusting or modifying examinations, training materials or policies; e. Providing qualified readers or interpreters (for things such as examinations and training; not to perform actual job duties). Please keep in mind that an employer is not required to eliminate essential job duties as an accommodation. An employee, whether disabled or not, must be able to perform all essential parts of his or her job. For example, the ability to physically restrain suspects is an essential part of the duties of a police officer. If an employee cannot perform this essential function, the employer does not have to hire or retain the person to do the job. Also, normally, "reasonable accommodation" does not include giving the job duties to someone else. The employee must be able to perform the job duties himself or herself to qualify for the job. 4. An employer is not required to lower quality or production standards to make an accommodation, is not required to provide personal use items such as glasses or hearing aids, and is not required to make a reasonable accommodation if it would impose an "undue hardship" on the operation of the employer's business. "Undue hardship," however, is a difficult standard to meet. Basically, the employer must show significant difficulty or expense in light of factors such as the employer's size, financial resources and the nature and structure of its operations. 5. Under the ADA, it is the employee's obligation to request an accommodation but, once an accommodation is requested, it is the employer's obligation to engage in an "interactive process" with the employee to determine if a reasonable accommodation is possible and to determine an appropriate reasonable accommodation. If an employee qualifies for accommodation under the ADA and a reasonable accommodation can be provided, the employer must provide the accommodation. Additionally, any form of retaliation against the employee for invoking or attempting to invoke ADA rights is strictly prohibited. Again, there are a number of issues related to the ADA that cannot be covered in this memorandum. These include, but are not limited to, prohibitions against inquiring about the existence, nature or severity of a disability on job applications or during job interviews, medical examination related to job offers, proper handling of employee medical and health-related records and protection under the ADA for alcohol and/or drug treatment (not alcohol or drug use). A Word on Confidentiality Employee medical and health-related issues are confidential. Any discussion of medical and health-related issues must only be on a "need to know" basis - that is, you may only discuss an employee's medical or health-related matters with other managers or employees who "need to know" about the situation in order to conduct the County's business. It is not ok to discuss medical or health-related matters with other managers or employees who are not among those who "need to know" about the situation. It is always ok to disclose information to the appropriate person or persons in Personnel or Legal to provide notice of or to receive advice regarding a situation. Page 6 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit p Page -7 of _/O b~ A Word on Retaliation The only word you need to know here is don't. Extensive legal protection against any form of retaliation (subtle or otherwise) is given to employees who invoke their rights under family leave and/or disability laws or who inquire about or attempt to invoke their rights. Any form of retaliation against an employee who invokes, attempts to invoke or inquires about his or her rights under family leave and/or disability laws is strictly prohibited. Ill. CHECKLIST OF WHEN DEPARTMENT HEADS, MANAGERS AND SUPERVISORS ARE REQUIRED TO REPORT TO AND CONSULT WITH PERSONNEL/LEGAL COUNSEL REGARDING EMPLOYEE HEALTH MATTERS. As discussed above, family leave and ADA laws are complicated and often are difficult to interpret in a particular situation. However, the legal consequences for failing to comply with the laws, whether done intentionally or unintentionally, can be significant. Department heads, managers, and supervisors are not expected to become experts on or to know in depth the requirements of leave or disability laws. Department heads, managers, and supervisors are, however, expected to have a basic understanding of these laws and, more importantly, to be able to identify situations that might implicate one or more of the leave and/or disability laws and to bring those situations to the attention of Personnel/Legal Counsel for consultation. The following is a list of situations in which a department head, manager or supervisor is required to report the situation and circumstances to Personnel/Legal: 1. Any employee absence of more than three consecutive calendar days 2. Any request for time off (in the future) for any medical or health-related reason of the employee. 3. Any request for time off (current or in the future) for any medical or health-related reason of any family member of the employee. 4. Any time off or request for time off for any surgery (in-patient or out-patient). 5. Any time off or request for time off related to pregnancy/pre-natal issues. 6. Any request for time off (male or female employee) to stay home with a newborn child. 7. Any request for time off related to the adoption of a child. 8. Any request for time off related to a foster child. 9. Any employee request for an "accommodation" (light duty, different duties, different work schedule, time off, etc.), for any medical or health-related issue. It is important to note that employees do not have to specifically request family leave or use any magic words such as "Family Medical Leave," "ADA," "Accommodation," etc. It is the responsibility of managers to recognize that a situation might involve these laws and to follow- up appropriately. Page 7 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit 'D Page of l0 .j One other thing should be noted. Even if an employee does not qualify for leave or accommodation under family leave or ADA laws, other laws, County policies or union contracts might come into play. Employees generally are permitted to take time off for accrued leave. Also, under certain circumstances, employees might be permitted to take a leave of absence, even if the leave is not "protected leave" under the law. If in doubt, ask. You are not expected to and should not make these decisions on your own. Resources are available through Personnel and Legal Counsel to help address situations and to help decide the correct course of action in a particular situation. This memo has been prepared to provide general guidelines to department heads, managers and supervisors regarding Family Leave and ADA issues. If you have specific questions about the law or about a particular situation, you should feel free to call Personnel or Legal. MPA/Ijk:ah Page 8 of 8 - Memo Regarding Family Leave and Americans with Disabilities Act Reporting Requirements for Department Heads, Managers and Supervisors March 2006 Exhibit /D Page of Message Bonnie Baker .Vt From: Bonnie Baker Sent: Friday, March 17, 2006 9:48 AM To: -Department Heads Cc: Charity Hobold; Tracy I Goodman; Keith MacNamara; Mark Amberg Subject: Family Leave - ADA Memo Please review the attached memo from Mike Maier regarding family leave and the Americans with Disabilities Act. Thanks. 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