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2007-10-Minutes for Meeting October 30,2006 Recorded 1/4/2007DESCHUTES COUNTY OFFICIAL RECORDS A^ NANCY BLANKENSHIP, COUNTY CLERK C} Ydd 2007-1o COMMISSIONERS' JOURNAL 01/04/2007 12;55:23 PM -1 Do not remove this page from original document. Deschutes County Clerk Certificate Page If this instrument is being re-recorded, please complete the following statement, in accordance with ORS 205.244: Re-recorded to correct [give reason] previously recorded in Book and Page , or as Fee Number Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org MINUTES OF ADMINISTRATIVE WORK SESSION DESCHUTES COUNTY BOARD OF COMMISSIONERS MONDAY, OCTOBER 30, 2006 Present were Commissioners Dennis R. Luke, Bev Clarno and Mike Daly. Also present were Dave Kanner, County Administrator; and Keith Chu and Richard Coe of The Bulletin. No other representatives of the media or other citizens were present. The meeting began at 11:50 a. m. 1. Discussion of County Policies and Personnel Rules. Dave Kanner gave an overview of the County Policies and Personnel Rules that are being revised or written. The Personnel Rules will be provided to the union representatives today. There are also specific rules the Sheriff's Office includes that will need review of the County Administrator. He noted that training on non-harassment, computer use, driving for the County and drug-free workplace need to be completed by new employees before they begin work. 2. Other Items. No other items were addressed. Being no further discussion, the meeting adjourned at 12:10 p.m. Minutes of Administrative Work Session Monday, October 30, 2006 Page I of 2 Pages DATED this 30th Day of October 2006 for the Deschutes County Board of Commissioners. ATTEST: Recording Secretary D nnis R. Luke, hair uQ.UIt iAt(e -A pm Bev Clarno, Vice Chai ichael M. Daly, Co issioner Minutes of Administrative Work Session Page 2 of 2 Pages Monday, October 30, 2006 { Deschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.orp, WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 11:00 A.M., MONDAY, OCTOBER 30, 2006 1. Review and Discussion of Request for Approval of the Following Administrative Policies: • F-1: Reimbursement of Miscellaneous Expenses and Expenses Incurred while Traveling on County Business • F-2: Traveling on County Business • IT-1: Computer, E-Mail and MCD Use • RM-1: Driving on County Business and Vehicle Operation • GA-4: Food and Refreshments • GA-2: Public Records Requests 2. Review of Proposed Personnel Policies. 3. Other Items PLEASE NOTE: At any time during this meeting, an executive session could be called to address issues relating to: ORS 192.660(2)(e), real property negotiations ORS 192.660(2)(h), pending or threatened litigation ORS 192.660(2)(b), personnel issues Meeting dates, times and discussion items are subject to change. All meetings are conducted in the Board of Commissioners' meeting rooms at 1300 NW Wall St., Bend, unless otherwise indicated. If you have questions regarding a meeting, please call 388-6572. Deschutes County meeting locations are wheelchair accessible. Deschutes County provides reasonable accommodations for persons with disabilities. For deaf, hearing impaired or speech disabled, dial 7-1-1 to access the state transfer relay service for TTY. Please call (541) 388-6571 regarding alternative formats or for further information. 3.32. PROMOTIONS, DEMOTIONS AND REASSIGNMENTS 3.32.010. Promotions. A. Process. If a qualified employee applies for an open position, at the discretion of the County Administrator, the County may opt to promote the employee to the position and not recruit for the position. The County Administrator may, at his or her option, require the employee to take any appropriate tests and go through an interview or interviews and background checks prior to deciding whether to promote the employee to the new position. B. Effect of promotions on salary. When an employee is promoted to a classification with a higher pay grade, the employee will receive a pay increase of not less than the percentage difference between steps in the pay grade for the new position, except that the employee's pay may not exceed the maximum pay step of the pay grade for the new position. If the employee's current pay rate is below the minimum pay step of the pay grade for the new position, the employee's pay shall be increased to at least the minimum pay step of the pay grade for the new position. C. New probation period. Employees who are promoted to a new position must serve a new probationary period of twelve (12) months in the new position. (Ord. 2002-024 § 1, 2002) 3.32.020 Demotions and Reassignments When an employee is demoted for cause to a position with a lower pay range, he or she will be placed in a pay step within the lower pay range. When an employee is demoted or reassigned for administrative purposes through no fault of the employee, the employee's pay will be reduced to the maximum rate in the lower pay grade or the employee's pay will continue at the employee's current rate of pay, whichever is loW&. Subject to approval of the County Administrator, the salary of an employee who is at the highest step of his or her pay grade and who is reassigned for administrative purposes through no fault of the employee, may be held at the employee's current rate of pay, without adjustments for cost-of-living increases, until the employee's rate of pay falls within the pay grade for the employee's reassigned position. (Ord. 2002-024 § 1, 2002) Chapter 3.32 1 (10/2006) REVIEW M OF PROPOSED PERSONNEL RULES Chapter/HR # Topic 3.04 Introduction to Personnel Rules 3.08 Application of Personnel Rules to County Employees 3.12 Recruitment and Appointment of Employees 3.20 Hours of Work 3.24 Wage and Salary Administration 3.30 Personal Conduct 3.32 Promotions, Demotions and Reassignments 3.44 Discipline and Discharge 3.46 Grievances 3.48 Termination of Employment HR-1 Classification HR-2 Screening and Selection HR-3 Background Checks HR-4 Overtime Compensation and Compensatory Time HR-5 Non-wage and Salary Compensation HR-7 Excused Time HR-8 Drug-free Workplace HR-9 Prevention of Violence in the Workplace HR-10 Non-harassment and Discrimination 3.04. INTRODUCTION TO PERSONNEL RULES 3.04.010. Purpose. 3.04.020. Employee Acknowledgment. 3.04.030. Personnel Rules not a Contract. 3.04.040. Adoption, Amendment, Administration. 3.04.050. Equal Employment Opportunity. 3.04.010. Purpose. The Deschutes County Personnel Rules ("Personnel Rules") set forth the personnel policies and procedures for Deschutes County employees and are intended to provide guidelines for the standards of performance, employee responsibilities, behavior and conduct that are expected of all Deschutes County employees. The Personnel Rules serve as a guideline for personnel administration in the following areas: A. Recruiting, selecting, and advancing employees on the basis of ability, experience, knowledge, and skills. B. Providing equitable and adequate compensation. C. Training employees, as needed, to help achieve high performance and operating improvement. D. Retaining employees on the basis of performance. E. Assuring, in accordance with applicable laws, the fair treatment of all applicants and employees in recruitment, selection, promotion, training, discipline, discharge and all other aspects of personnel administration without regard to race, color, national origin, sex, religion, age marital status, family relationship, sexual orientation, physical or mental disability (provided reasonable accommodation can be made for any such disability), political affiliation, or any other classification protected by Oregon or Federal law, and with proper regard for the privacy and constitutional rights of applicants and employees. F. Assuring that employees are protected against political coercion, are prohibited from using their official position for the purpose of interfering with or affecting the result of an election or a nomination for office and, except for receipt of official compensation, are prohibited from using their official position for the personal benefit or gain of the employee and/or the employee's relatives. (Ord. 2002-024 § 1, 2002) 3.04.020. Employee Acknowledgment. Each County employee shall acknowledge, by signature on a form approved by the Personnel Department, that the employee has received, read and understands the Personnel Rules. (Ord. 2002-024 § 1, 2002) 3.04.030. Personnel Rules not a Contract. The Personnel Rules are not a contract, either express or implied. Employment with Deschutes County is at-will which means that either Deschutes County or the employee can terminate the employment relationship at any time for any reason. Deschutes County reserves the right, unilaterally and without notice, to revise, add to, delete, supplement, or rescind all or any part of the Personnel Rules, including any practices or procedures followed or permitted, and any benefits Chapter 3.04 1 (10/2006)) provided which are not otherwise required by law or which are the mandatory subjects of bargaining under an existing Collective Bargaining Agreement. Employees will be notified in writing of any changes to the Personnel Rules. (Ord. 2002-024 § 1, 2002) 3.04.040. Adoption, Amendment, Administration A. Adoption. Personnel Rules are adopted by County ordinance. The Personnel Rules become effective in the same manner as any other County ordinance and will be made available in the Personnel Department and in all departments. If the County maintains an Internet or Intranet site or sites, the Personnel Rules shall be available for viewing on the County Internet site and the County Intranet site. B. Amendment. A request for a change in the Personnel Rules may be submitted to the County Administrator in writing at any time by the Board of County Commissioners, any Department Head or any employee. All amendments or changes to the personnel Rules must be approved by the Board of County Commissioners and shall be adopted by County ordinance. C. Administration of Rules: The County Administrator, through his or her administrative departments and offices, shall be responsible for the administration and management of the County, including the administration of these Personnel Rules and the day-to-day needs of the County personnel system. The County Administrator shall make recommendations to revise these rules, administer the classification and compensation plan and implement such policies and procedures as may be necessary to implement and administer the Personnel Rules. (Ord. 2002-024 § 1, 2002) 3.04.050. Equal Employment Opportunity Deschutes County is an equal opportunity employer and does not discriminate against any employee or applicant for employment with respect to any aspect of recruitment, selection, employment or advancement on the basis of race, color, national origin, sex, religion, marital status, family relationship, sexual orientation, age, physical or mental disability (provided reasonable accommodation can be made for any such disability), political affiliation, or any other classification protected by Oregon or Federal law. Chapter 3.04 2 (10/2006)) 3.08. APPLICATION OF PERSONNEL RULES TO COUNTY EMPLOYEES 3.08.010. Application of Personnel Rules. 3.08.020. Represented Employees. 3.08.030. At-Will and Contract Positions. 3.08.040. Personnel Services Contracts. 3.08.050. No Guaranteed Employment. 3.08.060. Amendment or Modification of Personnel Rules. 3.08.070. Deputy District Attorneys. 3.08.090. Department Policies. 3.08.010. Application of Personnel Rules. The Personnel Rules apply to all County employees, including all deputies and employees working under an elected official, except as otherwise set forth in this chapter. (Ord. 2002-024 § 1, 2002) 3.08.020. Represented Employees. Employees subject to a collective bargaining agreement are Subject to the Personnel Rules to the extent the Personnel Rules do not conflict with the terms of the applicable collective bargaining agreement. In the event of conflict between the terms of a collective bargaining agreement and the Personnel Rules, the terms of the collective bargaining agreement will control. (Ord. 2002-024 § 1, 2002) 3.08.030. At-Will and Contract Positions. A. The County may create "at-will" and "contract" positions at its discretion. The County can designate any new employee or position as an at-will or contract employee or position, unless such designation is prohibited by statute or by the terms of an applicable collective bargaining agreement. The County may enter into individual employment agreements that supersede all or any portion of the Personnel Rules. At-will employees have the right to resign their position with County at any time for any reason. The County may terminate the employment of an at- will employee at anytime, for any reason, with or without notice, and with or without cause. The Contract of an employee providing services to the County under an employment agreement shall be governed by the terms of the employment agreement. B. Temporary Employees. All tempurary employees are at-will employees. (Ord. 2002-024; § 1, 2002) 3.08.040. Personal Services Contracts. Any person providing services to County under a personal services contract is an independent contractor and is not an employee for any purpose of the Personnel Rules. (Ord. 2002-024 § 1, 2002) 3.08.050. No Guaranteed Employment. The Personnel Rules do not provide any guarantee of employment or guarantee of employment for any definite period of time. 3.08.060. Amendment or Modification of Personnel Rules. The Personnel Rules may only be amended or modified by the Board of County Commissioners. No department head, manager, supervisor or employee has any authority to waive, amend or modify Chapter 3.08 1 (10/2006) the Personnel Rules. Only the Board of County Commissioners or the County Administrator has the authority to enter into an employment agreement or contract of employment with any employee. (Ord. 2002-024 § 1, 2002) 3.08.070. Deputy District Attorneys. Deputy District Attorneys are at-will employees and, as such, may resign from their position or have their employment terminated at any time, for any reason, with or without notice and with or without cause. Deputy District Attorneys are subject to appointment, promotion, demotion, re- assignment within the office of the elected District Attorney, discipline or discharge at the sole discretion of the elected District Attorney. Only Steps I and H of the grievance procedure shall be available to Deputy District Attorneys. (Ord. 2002-024 § 1, 2002) 3.08.090. Department Policies. A. Because of the number and diversity of County departments, it is expected that different operating policies and procedures may be necessary for the efficient and effective operation of the different County departments. B. Each department head may establish operating policies and procedures for the department head's department for the purpose of addressing operating issues that are unique to that department. However, no department policy regarding personnel matters shall be effective until the department rule or policy is reviewed and approved in writing by the County Administrator and Deschutes County Legal Counsel. Department policies may not conflict with the Personnel Rules and may not be less restrictive than the Personnel Rules or any countywide personnel policies approved by the Board. In the event of any conflict between any Department policy and the Personnel Rules, the Personnel Rules will control. C. Departments proposing to establish a department-specific personnel policy must provide the proposed policy in writing to the County Administrator. The County Administrator will consult with Deschutes County Legal Counsel regarding the proposed policy. If the proposed policy is approved by the County Administrator and Deschutes County Legal Counsel, it may be implemented by the department. D. A copy of each policy implemented by a department shall be provided to the Personnel Department and to each department employee and shall be made available for reference within the department and in the Personnel Department. (Ord. 2002-024 § 1, 2002) Chapter 3.08 2 (10/2006) 3.12. RECRUITMENT AND APPOINTMENT OF EMPLOYEES 3.12.010. Recruitment. 3.12.020. Probationary Period. 3.12.030. Hiring Former Employees. 3.12.040. Hiring Relatives, Domestic Partners and Personal Acquaintances of Employees. 3.12.010. Recruitment of Employees. A. It is the policy of Deschutes County to recruit and select the most qualified individuals for employment with Deschutes County. Recruitment and selection shall be conducted to ensure open competition, provide equal employment opportunity, and to prohibit discrimination because of race, color, national origin, sex, religion, age, marital status, family relationship, sexual orientation, physical or mental disability (provided 'reasonable accommodation can be made for any such disability), political affiliation, or any other classification protected by Oregon or Federal law. The Personnel Department is responsible for overseeing and administering the recruitment and selection of Deschutes County employees. 3.12.020. Probationary Period A. Represented Employees. For employees who are covered by a collective bargaining agreement, the length and conditions of probationary (trial service) periods are provided for in the applicable collective bargaining agreement. For information regarding probationary periods for represented employees, refer to the appropriate collective bargaining agreement. B. Non-represented Employees. All newly hired and newly promoted non-represented employees are on probationary (trial service) status until they have completed at least 12 full months of continuous employment with County and have received from their supervisor a written one- year performance evaluation for which the employee is given an overall rating of meets or exceeds standards. An Employee on probationary status is an at-will employee and as such, may resign from his or her :position at any time, with or without cause and with or without notice, and may have his or her employment terminated by County at any time, with or without cause and with or without notice. The termination of employment of a probationary employee may not be grieved. An employee on probationary status is not eligible to be removed from probation and assigned regular employee status if the employee does not receive an overall rating of meets or exceeds standards on the employee's one-year performance evaluation. Any request for extension of probation shall be made by the department head to the County Administrator and may only be granted by the County Administrator. Extensions of probation will only be granted in unusual circumstances, shall be in 30-day increments and shall not exceed 90 days total. (Ord. 2002-024 § 1, 2002; Ord. 2001-032 § 1, 2001) 3.12.030. Hiring Former Employees. A. Limited Option to Reinstate Former Employees. If an employee resigns his or her position with the County in good standing, upon approval of the department head and the County Administrator, the employee may be reinstated to his or her former position, without loss of longevity or credit for prior County service, for a period of time not to exceed three (3) months from the effective date of the employee's resignation so long as the employee's former position has not been eliminated or filled through appointment or recruitment. Chapter 3.12 1 (10/2006) B. Other Former Employees. Former employees who are not eligible for reinstatement pursuant to subparagraph A of this section and who are otherwise eligible for re-hire with County, must follow the regular application, recruitment and selection procedures when applying for vacant positions with County. C. Re-hiring retirees. Individuals who retire from County service shall not be re-employed in a position that would require Deschutes County to contribute into a retirement system at the same time that the employee is receiving a pension payment from a County-funded retirement plan. Such employees shall be hired as non-benefited extra help and shall be subject to the restrictions of the Public Employee Retirement System as they relate to retired employees returning to work for a PERS employer. 3.12.040. Hiring Relatives, Domestic Partners and Personal Acquaintances of Employees A. The County's employment goal is to hire employees who are qualified and competent, using a competitive process that is valid and fair. The County will maintain impartiality in recruitment and hiring. The County will not give hiring preference to Relatives, Domestic Partners or personal acquaintances of current employees. B. Pursuant to ORS 659A.309 as it currently exists or may from time to time be amended, the County shall not refuse to hire or employ an individual; bar or discharge from employment an individual; or discriminate against an individual in compensation or in terms, conditions or privileges of employment solely because a relative or member of an individual's family works or has worked for Deschutes County. C. No member of the family of an individual,:as the term "member of an individual's family" is defined in ORS 659A.309(3), who is a County employee shall be permitted to serve in a direct supervisory capacity over or under that individual If the hiring, assignment, transfer or promotion of an individual would place the individual in a position of exercising supervisory, appointment or grievance adjustment authority over a member of the individual's family or in a position of being subject to the exercise of such authority by a member of the individual's family, the county may deny such hiring, assignment, transfer or promotion of that individual. (Ord. 2002-024 § 1, 2002; Ord. 2001-032 § 1, 2001) Chapter 3.12 2 (10/2006) 3.20. HOURS OF WORK 3.20.010. Work Schedule.' 3.20.020. Meal Periods and Breaks. 3.20.030. Alternative Work Schedules and Job Shares. 3.20.040 Outside Employment 3.20.010. Work Schedule. A. Reporting time. Employees must be at their designated workspace on time and ready to work. Employees shall remain at their work area, at work, until the scheduled quitting time, unless permission to leave earlier is granted by the employee's supervisor. If an employee is not able to report for work, the employee must notify his or her supervisor, as soon as possible prior to the employee's scheduled shift, his or her inability to report to work, the reason the employee is not able to report to work, and the estimated length of time before the employee will be able to return to work. An employee's failure to report to work without prior notification to the employee's supervisor, shall be considered an implied resignation by the employee unless circumstances beyond the control of the employee reasonably prevent the `employee from reporting to work or notifying his or her supervisor. B. Hours of work. Work hours are established by the County Administrator. Department heads shall have personnel available to serve the public at all times during work hours, unless otherwise authorized by the County Administrator. Department heads may establish flexible work schedules, subject to approval by the County Administrator, provided other sections of the Personnel Rules and the terms of any applicable collective bargaining agreement are complied with. C. Work week and work schedules. The standard work week for Deschutes County employees is Sunday through Saturday. Except as may otherwise be defined in a collective bargaining agreement, work schedules shall be determined by the department head, subject to approval by the County Administrator. (Ord. 2002-02,4 § 1,,2002) 3.20.020., Rest and Meal Periods. A. Rest periods. Each employee shall be provided an uninterrupted rest period of 15 minutes for every four hours in a work pcriod'to be taken as close as possible to the midpoint of each four hour work period. Rest periods must be provided and taken separately from the employee's meal period and cannot be saved up to lengthen the employee's meal period or to allow an employee to leave work early. B. Meal periods. All employees who work more than six (6) hours in a work day shall be given a meal period during the employee's work shift. Except when, due to the nature and circumstances of an employee's work, an employee is required to remain on duty or to perform work tasks during the employee's meal period, the employee's meal period shall be taken as close as possible to the middle of the employee's work shift. Meal periods shall be at least thirty (30) continuous minutes in length. During a non-duty meal period, an employee shall be free to leave his or her work station and shall not be expected to perform any work. Meal periods cannot be skipped or shortened to less than thirty (30) continuous minutes in length to allow an employee to leave work early. Chapter 3.20 1 (10/2006) 2. Non-duty meal periods and breaks are the employee's own personal time. In the event of an emergency or other circumstance in which an employee is required by his or her supervisor or department head to remain on duty or to perform work tasks during the employee's designated meal period, the amount of time worked will be paid time. In the event time is available closely before or after the employee's designated meal period, the employee will be allowed to take an unpaid meal period at the available time shortly before or after the employee's designated meal period. (Ord. 2002-024 § 1, 2002) 3.20.030. Alternative Work Schedules. Any employees interested in working an alternative work schedule must submit a written request to work an alternative schedule to his or her department head. Alternative scheduling is permitted only with approval of the employee's department head and will be permitted only if departmental operations and public service requirements will not be affected adversely and the altermative schedule does not otherwise conflict with these Personnel Rules, any applicable collective bargaining agreement or any Oregon or federal wage and hour law. (Ord. 2002-024 § 1, 2002) 3.20.040 Outside Employment County employees may, in general, engage in employment outside their work for Deschutes County. However, employees shall not utilize county time, materials, equipment or resources for meeting such outside obligations, or allow such obligations to conflict with, or appear to conflict with, the employee's work for Deschutes County or with the interests or business of Deschutes County. No employee may perform any service or employment outside of County employment for which the employee receives compensation during the employee's County work hours. Employees may be subject to other requirements depending on department needs. Any questions or concerns regarding an actual , potential or apparent conflict of interest shall be resolved by the County Administrator. Any outside employment or business obligations must not diminish the ability of an employee to fulfill all their responsibilities to Deschutes County, or adversely affect performance or the ability to render effective service in their capacity with Deschutes County, as determined by the employee's department head. If, in the judgment of the department head, an employee's outside employment adversely affects the performance of the employee's duties to Deschutes County, the department head may require the employee to terminate the outside employment. Under such circumstances, the failure or refusal of an employee to terminate outside employment may be grounds for termination of employment with Deschutes County. If a County employee enters into a work relationship with another employer or agency, the work performed for the non-County entity must be done outside the regularly scheduled hours of work performed for Deschutes County. For example, an employee who is scheduled to work from 8:00 a.m. to 5:00 p.m., may work after 5:00 p.m. at another job, but may not work from 2:00 p.m. to 3:00 p.m. for the other employer; in this case, neither would it be acceptable to adjust the work schedule in order to work from 2:00-3:00 p.m. for another employer. Employees may work during off-duty meal periods that are scheduled during the middle of the employee's workday. Chapter 3.20 2 (10/2006) 3.24. WAGE & SALARY ADMINISTRATION 3.24.010. Pay Plan. 3.24.020. Pay periods and pay days. 3.24.030. Wage and salary adjustments. 3.24.010. Pay plan. The pay plan will include a schedule of rates of pay for all County positions. The objective of the pay plan is to provide a competitive salary structure to recruit and retain qualified employees. A. Pay grades will be established based upon the following factors: 1. The relative difficulty and responsibility of work; 2. The recruiting experience of the County; 3. The prevailing rates of pay in both public service and private industry; 4. Cost of living; 5. The financial policies of the County; 6. Internal equity; and 7. Other pertinent economic considerations. B. The Personnel Department is responsible for the development of the Pay Plan. A County-wide pay plan for all County positions shall be adopted annually by the Board of County Commissioners as a part of the annual budget adoption process. Pay grade adjustments for individual positions may be approved outside the budget process by the County Administrator if no budget amendment is required to field such adjustments. The Personnel Department is responsible for administration of the pay plan. C. Pay rates. 1. Generally: Each employee is paid at one of the steps in the approved range for the employee's position. No employee can receive base pay in excess of the established maximum step for the range.` 2. Longevity pay. Longevity pay shall be provided per terms of the applicable collective bargaining agreement. For employees not covered by a collective bargaining agreement, the following rules shall apply: a. Longevity is determined by an employee's continuous full-time or part-time service as a County employee. b. For employees working less than full time but at least half time, longevity shall be pro- rated by the number of hours designated for the employee to work in his or her position compared to the designated number of hours for a full-tim position. Employees working less than half time shall not accrue longevity and shall not receive longevity pay. c. Longevity sliall terminate in the event of the following: (1) Voluntary termination for more than three (3) months except under special circumstances to be determined by the County; (2) Discharge for cause; (3) A lay-off of more than eighteen (18) months; (4) An unexcused failure to report to work at the termination of an extended leave of absence; (5) Acceptance of other employment without permission while on a leave of absence; or (6) Retirement. (Ord. 2002-024 § 1, 2002) Chapter 3.24 1 (10/2006) 3.24.020. Pay periods and pay days. A. General. Pay periods for County employees run from the first day 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. If the last day of the month falls on a holiday or a weekend, payday for that will be the last workday preceding the holiday or weekend. B. Employees beginning employment on or before the 25"' of the month will receive their first paycheck at the end of the month they begin their employment. Employees beginning work after the 256' of the month will receive their first paycheck at the end of the month following their first month of employment. (Ord. 2002-024 § 1, 2002) 3.24.030. Wage and salary adjustments. A. New employees. New employees shall be hired at the first step of the salary range. When a new employee has extensive prior experience and the department head believes it is justified, an employee may be hired at the second step of the salary range. Hiring at Step 3 or above requires prior approval by the County Administrator. Such approval shall be granted only in extraordinary circumstances. B. Merit step/pay increases. In addition to cost of living increases and if funds are available and appropriated, employees are eligible for merit increases, provided their performance has met or exceeded performance standards established by the department head and/or the employee's reviewing manager. Employees are eligible for consideration for merit increases on or after their anniversary date (the date when the employee is taken ° off probation in the current position). In order for an employee to receive a merit increase, =his/her department head must complete a written performance evaluation of the employee with a recommendation for the increase. Employees who are at the top step in their salary range are not eligible for merit increases. Authorized increases will be determined by the adopted pay plan. C. Cost of living increases. As part of the annual budget adoption process, the Board will determine what cost of living increase, if any, will be applied to the County's pay plan. Increases are contingent upon the availability of funds. Increases are not guaranteed and are subject to the discretion of the Board. (Ord. 2002-024 § 1, 2002) Chapter 3.24 2 (10/2006) 3.30. PERSONAL CONDUCT 3.30.010. Code of Ethics. 3.30.020. Conflict of Interest 3.30.030 Political Activities. 3.30.040. Personal Appearance, Dress and Grooming. 3.30.050. Smoking or Use of Tobacco Products. 3.30.060 Acceptance of Gifts 3.30.010. Code of Ethics. All County employees owe a duty to the County and its citizens to engage in 'duties for the County in a manner that will merit the trust and confidence of the public. As such, all County employees are expected to be fair, honest and ethical in their conduct, to adhere to the spirit and letter of all applicable laws and regulations that apply to the performance of the employee's official duties and to refrain from any illegal, dishonest or unethical conduct in the performance of the employee's official duties. All County employees are considered to be public officials. As such, each County employee is subject to and expected to be familiar with and is expected to conduct himself or herself in accordance with the State of Oregon Government Standards and Practices (Ethics) law (ORS Chapter 244) as it currently exists or may from time to time be amended. The Ethics law provides, in part: "No public official shall use or attempt to use official position or office to obtain financial gain or avoidance of financial detriment that would not otherwise be available but for the public official's holding of the official position or office, other than official salary, honoraria... reimbursement of expenses or an unsolicited award for professional achievement for the public official or the public` official's relative, or for any business with which the public official or a relative of the public official is associated." Any violation by a County employee of State of Oregon Ethics laws is a violation of the Deschutes County Personnel Rules. If a situation occurs in which an employee does not know if his or her conduct violates or might violate this code of ethics, the employee shall bring the situation to the attention of the employee's immediate supervisor or Department Head to determine an appropriate course of action. Full compliance with this code of ethics is the responsibility of each County employee. Any violation by any Employee of any part of this code of ethics will subject the employee to disciplinary action up to and including possible termination of employment. In addition, any employee accused of a violation of Oregon Government Standards and Practices law shall be solely responsible for the costs of their defense before the Government Standards and Practices Commission, but shall be reimbursed for such defense costs if fully exonerated by the Commission. 3.30.020 Conflict of Interest Deschutes County employees shall refrain from engaging in any activity, practice, or act which actually conflicts with, potentially conflicts with, or gives the appearance of conflicting with the interests of Deschutes County, its customers, or its suppliers. A potential conflict of interest exists when an employee takes action that reasonably could be expected to have a financial impact on that employee, a relative of the employee, or on a business with which the employee or the employee's relative is associated. An actual conflict of interest occurs when an action is taken that directly and specifically affects land, a business, or any other financial interest of an employee or an employee's relative and is reasonably certain to result in a financial impact. For Chapter 3.30 1 (10/2006) the purpose of this section only, relative means the spouse, parents, children, brothers and sisters of either the employee or the employee's spouse. Examples of Prohibited Actions: 1. Employees shall refrain from accepting gifts, favors, services or promises of future employment that could possibly relate to or is intended to influence the performance of their official duties. This section is not intended to conflict with section 3.30.060, below 2. Employees shall not use their position to gain special privileges and benefits or to avoid financial detriment that would not otherwise be available or avoidable but for the position held by the employee. 3. No employee shall further, or attempt to further, the personal gain of any county employee or relative through the use of confidential information gained in the course of performing her/his county employment, official position or activities. 4. Employees shall not participate, directly or indirectly, in any business enterprise which might inappropriately influence their official decisions and judgments. 5. Employees shall not hold any position with any business enterprise or goveminenta`1 unit which would conflict with the proper performance of their duties or responsibilities, or which could influence their judgment in their conduct of business between the county and such business enterprise or governmental unit. 6. Employees who conduct private business which requires access to public county records shall have access to that information only during off-duty time (i.e., lunch hour). Such employees shall not be given special access or special privileges, such as not imposing a fee for a service that is generally fee-based or allowing the employee =to review confidential information which is not afforded to members of the general public, under any circumstances. 7. Employees are not to engage in, directly or indirectly, either on or off the job, any conduct which is disruptive, competitive, or damaging to Deschutes County. 8. Employees are not to accept any employment relationship with any organization that does business with Deschutes County which would inappropriately influence the performance of their official duties. This prohibition on employment includes serving as an advisor or consultant to any such organization, unless that activity is conducted as a representative of Deschutes County. 9. Employees must disclose any financial interest they or their relatives have in any firm which does business with Deschutes County. Deschutes County may require divestiture of such interest if it deems the interest to be in conflict with the best interests of Deschutes County. These examples of prohibited actions are intended to illustrate types of actions that create a conflict of interest, a potential conflict of interest, or the appearance of a conflict of interest. These examples are not intended to be exhaustive or to limit the types of actions that are prohibited by State of Oregon ethics laws or Deschutes County policy. 3.30.030. Political activities. Employee involvement in certain political activities is protected under the First Amendment. However, under state and federal law, there are some restrictions on the political activities of public employees. County employees are expected to be familiar with and to comply with these laws as they currently exist or may from time to time be amended. Chapter 3.30 2 (10/2006) Oregon law (ORS 260.432(2)) requires that: "No public employee shall solicit any money, influence, service or other thing of value or to promote or oppose any political any political committee or to promote or oppose the nomination or election of a candidate, the gathering of signatures on an initiate, referendum or recall petition, the adoption of a measure or the recall of a public office holder while on the job during working hours. However, this section does not restrict the right of a public employee to express personal political views." The Hatch Act (federal law) further requires that employees whose principal job responsibilities are financed in whole or in part from loans or grants made by the federal government may not use their official influence to interfere with or affect the result of an election or a nomination for office. An employee covered by the Act may not, either directly or indirectly, coerce or advise another employee to contribute anything of value in any form whatsoever to any organization or agency for political purposes. The expression of personal political views while on the job during working hours is permitted only to the extent that such expression does not interfere with the performance `of the employee's duties or performance of the duties of other employees. While on the job, during working hours, any comment or suggestion to fellow employees or the public to vote a certain way is prohibited, even if it does not interfere with the performance of duties of the Employee or other Employees. Politically related activities such as fundraising, soliciting volunteers help on political campaigns or disseminating partisan election material is prohibited while on the job during working hours. 3.30.040. Personal appearance, dress and grooming. The County respects each employee's individuality and expects that each employee will use common sense in choosing appropriate clothing to wear while performing duties for County. The County does expect its employees to present a clean and professional appearance at work. employees should dress and `groom themselves in accordance with the requirements of their position and accepted social standards, particularly if the employee's job duties involve in-person contact with the public. Each County department may establish appearance, dress and grooming standards for the department's employees which may include the requirement that department employees wear a uniform, as prescribed by the department, while on duty. If an employee's immediate supervisor or department head feels that an employee's personal appearance, dress or grooming is inappropriate or offensive, the employee's supervisor or department head may require the employee to leave the workplace until the employee's appearance, dress and grooming is appropriate for work. If an employee is required to leave work because of inappropriate appearance, dress or grooming, the employee will not be compensated for the time away from work. If an Employee fails or refuses to comply with a lawful directive of a supervisor or department head to change appearance, dress or grooming that the supervisor or department head determines is inappropriate or offensive, the employee will be subject to disciplinary action, up to and including possible termination of employment. Notwithstanding the foregoing, County shall make reasonable accommodations for appearance, dress or grooming to a person with a legally protected disability or to accommodate a bona fide religious belief. Chapter 3.30 3 (10/2006) 3.30.050. Smoking or use of tobacco products. Smoking or use of tobacco products is prohibited in all County buildings, vehicles and equipment. Employees may only smoke or use tobacco products in designated areas outside County buildings, vehicles or equipment. Employees may only use designated break and meal periods for smoking or use of tobacco products. Additional breaks for smoking or use of tobacco products are not permitted. In addition, County facilities located in incorporated cities whose governing bodies adopt ordinances establishing rules and regulations with regard to smoking shall be subject to the terms and conditions of said ordinances. In those instances when city ordinances are more restrictive than state law or this policy, the city ordinance shall apply. 3.30.060 Acceptance of Gifts The provisions of Oregon Government Standards and Practices law notwithstanding, County employees, acting in their official capacity, shall not accept any gift from any source with a value in excess of $100 nor, in the course of a calendar year, smaller gifts from a single source with an aggregate value exceeding $100. Gifts received by county employees, valued at $100 or less, shall, to the extent practical, be shared with other employees in the employee's department. County employees may accept gifts with de minimis value, such as caps, coffee mugs, pens and paperweights, and are not expected to share such gifts. Gifts with -a value in excess of $100 shall be returned to the sender or shall be donated to a charitable organization. (Ord. 2002-024 § 1, 2002) Chapter 3.30 4 (10/2006) 3.44. DISCIPLINE AND DISCHARGE. 3.44.010. Discipline. A. General. Regular employees may be disciplined for cause as determined by the employee's supervisor, department head, or the County Administrator. Probationary, temporary, limited and on-call employees are subject to discipline by the employee's supervisor, department head or County Administrator and, as at-will employees, may be discharged with or without notice and with or without cause.. B. Forms of Discipline. In general, the County will follow principles of progressive discipline when implementing discipline. However, the form of discipline to be imposed in a particular situation will depend on factors such as the severity of the offense, the number of occurrences of the same or similar offenses, the employee's work history and record of prior discipline with the County and any other relevant factors. Disciplinary action will generally be one or more of the following steps: 1. Oral warning. 2. Written reprimand. 3. Suspension. 4. Demotion. 5. Discharge. County reserves the right, depending on the circumstances of the particular situation, not to follow progressive discipline and to implement or impose one or more of these disciplinary actions, to bypass one or more of these disciplinary actions or to take or implement other forms of disciplinary action if determined to be appropriate by the employee's supervisor, department head, or the County Administrator. County further reserves the right to implement or impose non-disciplinary actions that may be appropriate as part of a corrective action plan, including, but not limited to, performance evaluations, work plans, last chance agreements, additional supervision or training, restructuring of job assignments, or other actions as deemed appropriate. C. Discharge. 1. Discharge of regular employees: Regular employees may be dismissed from County service for cause as determined by the employee's department head or the County Administrator. 2. Discharge during probationary period: All employees on probation are at-will employees and may be disciplined or discharged with or without case and with or without notice as detenmined by the employee's department head or the County Administrator. 3. Discharge of temporary, limited and on-call employees: Temporary, limited and on-call employees are at-will employees and may be disciplined or discharged with or without cause and with or without notice as determined by the employee's department head or the County Administrator. 4. Employees who are discharged for cause are not eligible for rehire in any County Department unless rehire is approved by the Board of County Commissioners. D. Appeals of Disciplinary Actions (non-represented employees only). Disciplinary actions imposed on non-represented employees that are otherwise subject to the grievance process may be grieved under the provisions of DCC 3.46. Discharge of probationary employees is not subject to the grievance process. (Ord. 2002-024 § 1, 2002) Chapter 3.44 1 (10/2006) 3.46. GRIEVANCES. 3.46.010. Grievance policy and procedure. The County will promptly consider and respond to employee grievances relating to discipline or discharge, to the application of the Personnel Rules or to terms and conditions of employment. The County prefers to correct informally the causes of grievances and encourages supervisors and employees to address and resolve problems as they arise. If the cause of a grievance cannot be adjusted informally, the grievance procedures of the applicable collective bargaining agreement shall apply. If the employee is not covered by a collective bargaining agreement, the following steps shall be followed in submitting and processing a formal grievance: A. Procedure. 1. STEP 1: The aggrieved employee or group of employees shall verbally present the grievance to the immediate supervisor within fifteen (15) calendar days of the occurrence of the problem or within fifteen (15) calendar days of the time the employee or group of employees become aware of the problem. The supervisor shall give his/lier response within fifteen (15) calendar days of the date of the presentation of the grievance, not including the date of presentation. 2. STEP II: If the grievance is not fully settled at Step 1, it shall, in detail, be reduced to writing, dated, signed by the aggrieved employee or group of employees, and presented by the aggrieved employee or group of employees to the department head within fifteen (15) calendar days after the supervisor's response is given, not including the date of the response. The department head shall respond in writing to the grievance within fifteen (15) calendar days of the date of the presentation of the written grievance, not including the date of presentation. 3. STEP III: If the grievance is not settled at Step 11, the written grievance shall be presented by the aggrieved employee or group of employees, along with all pertinent correspondence, records and information, to the County Administrator within fifteen (15) calendar days after the department head's response is given, not including the date of the response. The County Administrator may meet with the aggrieved employee or group of employees, the immediate Supervisor, and/or the department head. The County Administrator shall respond to the grievance in writing within fifteen (15) calendar days after the date of presentation of the written grievance, not including the date of presentation. 4. STEP N: If the grievance of a suspension without pay, demotion or discharge is not settled at Step 111, the grievance shall be submitted in writing to the Board of County Commissioners within fifteen (15) calendar days after the County Administrator's response is given, not including the date of the response. If the grievance relates to the suspension without pay, demotion or discharge of an employee, the Board will hold a hearing if requested by the employee before issuing a response. If a hearing is not requested by the employee, the Board, at the Board's discretion, may hold a hearing before issuing a response. The decision of the Board shall be final and binding. The Board, at the Board's option, may request advisory arbitration prior to a hearing before the Board. B. Oral warnings are not subject to the grievance process. C. Performance evaluations can only be grieved through Step II of the grievance procedure. D. Written reprimands can only be grieved through Step III of the grievance procedure. Chapter 3.46 1 (10/2006) E. Time limits. If the grievance procedures established by this section are not initiated by an aggrieved employee or group of employees within the time limits set forth in this section, the grievance shall be dismissed and it shall be considered that the grievance did not exist. If the County fails to respond to any grievance within the time prescribed for a response, the grievance will automatically advance to the next step. F. 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, which should be documented in writing. G. At-Will Employees. Actions taken related to probationary, temporary, limited, on-call and other at-will employees may only be grieved through Step II of the grievance process. Employees in these classifications are considered "at-will" employees and, as such,, can terminate their employment with County or be terminated by County at any time with or without notice and with or without cause. H. Prohibited practices. No employee may be disciplined, retaliated against or discriminated against in any way because of the employee's use of the grievance procedure. (Ord. 2002-024 § 2, 2002) Chapter 3.46 2 (10/2006) 3.48. TERMINATION OF EMPLOYMENT. 3.48.010. Voluntary terminations. 3.48.020. Involuntary terminations. 3.48.030. Seniority. 3.48.040. Recall after layoff. 3.48.050. Death. 3.48.060. Payoff at termination. 3.48.070. Exit interviews. 3.48.010. Voluntary terminations (resignation). To resign in good standing, a non-exempt employee must give the employee's department head or the County Administrator a written notice of resignation at least 14 calendar days prior to the effective date of the employee's resignation. The employee's' department head, or the County Administrator may agree to a shorter period of notice if an employee so requests, in writing, and provides a suitable explanation for the shorter notice period. An employee who fails to provide 14 calendar days notice and fails to obtain permission for a shorter notice period may not be eligible for rehire. Employees must be present and on the job for one full week immediately prior to their termination. The employee must work on the actual date of termination. If an employee uses any type of paid or unpaid leave during their final week of employment, they may not be eligible for rehire. Employees may be asked to bring in a physician's note to prove they were sick during their final week of employment which might, at the County's discretion, help to maintain the employee's eligibility for rehire. If the final five days are not worked, it is in the County's discretion to alter the termination day. Upon receipt of a notice of resignation, the County reserves the right, at the County's option, to designate a termination date which is earlier than the termination date designated by the employee. If the County elects to designate an earlier termination date, the County shall pay the employee all wages and benefits the employee would have accrued if the employee had worked through the termination date designated °bythe employee. (Ord. 2002-024 § 1, 2002) 3.48.020: Involuntary terminations. A. Layoffs/reductions in force. Changes in the duties of the organization, a reduction in approved positions, lack of work, or shortage of funds may result in the layoff of employees. The County may transfer affected employees into vacant positions for which the affected employees are qualified, in the judgment of the hiring manager. When layoffs are required, the County will base layoff decisions on the following factors: 1. Job skill level; 2. Ability; 3. Experience; 4. Education; 5. Training; 6. Work record; 7. History of discipline and/or corrective actions; 8. Knowledge of the program, department, and organization; 9. Special skills or certifications; 10. Longevity; and Chapter 3.48 1 (10/2006) 11. Value to the County's operations. 12. Seniority may be considered when the qualifications and abilities of employees are relatively equal. Whenever feasible, the County will lay off temporary employees first, and then part-time employees, full-time probationary employee's next and full-time regular employees last. The County shall notify affected employees of a layoff at least 30 days in advance of the lay off. B. Disciplinary discharge. Refer to DCC 3.44 - Discipline and Discharge. (Ord. 2002-024 § 1, 2002) 3.48.030. Longevity and Seniority. A. Seniority is defined as meaning the length of an employee's continuous fall-time service with a County department. B. An employee loses all longevity and seniority in the event of. 1. Voluntary termination; 2. Discharge for cause; 3. A layoff period greater than eighteen (18) months; 4. Failure to report to work at the termination of a leave of absence. 5 Acceptance of other employment without permission of °County while on a leave of absence; 6. Retirement. C. An employee shall not lose seniority with the department if the employee transfers from one division to another within the same department. (Ord. 2002-024 § 1, 2002) 3.48.040. Recall after layoff. If the County Administrator gives approval to rehire after a layoff, department heads will rehire employees in the inverse order of lay off; employees laid off last shall be called back first. Employees will retain a right to recall for eighteen (18) months from the effective date of a layoff. When employees are recalled from a layoff, notice of recall from a layoff longer than five calendar days shall be by certified mail, return receipt requested, sent to the employee at the employee's last known address. Employees are obligated to notify the Deschutes County Personnel Department in writing of any change of address for the employee. For layoff periods of five calendar days or less, in person or telephone notice from a County representative will suffice. An employee notified of a recall from a layoff of five calendar days or less shall have five calendar days to respond to the recall notice. An employee notified of a recall from a layoff of more than five calendar days shall have ten (10) calendar days to respond to the notice of recall. If an employee does not respond to a notice of recall within the applicable time period as designated in this section, the employee will lose all recall rights. (Ord. 2002-024 § 1, 2002) 3.48.050. Death. In the event of the death of a County employee, all wages earned and unpaid to the employee, vacation or time management leave, accrued and unused compensatory time off shall be paid to the employee's estate. Chapter 3.48 2 (10/2006) The Personnel Department shall contact surviving dependants listed in County records regarding any benefits that may be available as a result of the employee's death. (Ord. 2002-024 § 1, 2002) 3.48.060. Final Paycheck. Final paychecks will be delivered to separating employees in accordance with Oregon law. Any payment for accrued and unused vacation or time management leave or compensatory time off will be paid with the employee's final paycheck. (Ord. 2002-024 § 1, 2002) 3.48.070. Exit interviews. A. Purpose. The purpose of the exit interview is to: 1. Further good public relations by helping to correct misinformation or address negative attitudes. 2. Further good employee relations by letting the employee know that the County is interested in the employee's future plans. The interviewer can also provide information and' assistance to the department. 3. To gain insight into the effectiveness of County personnel and management practices, to determine where personnel policies and procedures may be in need of review or revision, and to determine whether supervisory or managerial practices need review, modification or improvement. 4. To provide the employee with information related to the employee's separation from employment with County, including, but not limited to, information related to continuation of health benefits for the employee and any dependants of the employee. B. Conducting the exit inter\ iew. Unless waived by the County Administrator, an exit interview is to be conducted with every employee separating from a benefited County position, regardless of length of service, position, or the circumstances of separation. C. Responsibility of Personnel Department. The Personnel Department shall conduct all exit interviews. The Personnel Department will analyze the results of each interview to determine how the information received may relate to current personnel policies and procedures and whether any changes in County employment policies or procedures may be needed or beneficial. D. Timing of interview. Department heads are responsible for notifying the Personnel Department as soon as they learn that an employee is separating from County employment. The Personnel Department will then schedule a time and place for the interview. E. Forms and records. The results of exit interviews will be recorded on forms prescribed by the Personnel Department. The record of the interview shall be maintained by the Personnel Department. (Ord. 2002-024 § 1, 2002) Chapter 3.48 3 (10/2006) `TFC ~ Deschutes County Administrative Policy No. HR-1 o`? Effective date: CLASSIFICATION OF POSITIONS STATEMENT OF POLICY It is the policy of Deschutes County that all positions shall be classified in a consistent and comprehensive manner, according to job specifications, without favoritism or undue influence. APPLICABILITY This policy applies to all County employees POLICY AND PROCEDURE Classification plan The classification plan consists of job positions in the County defined by job specifications and identified by titles. The classification. plan shall be developed and maintained so that all substantially similar jobs (with respect to duties, responsibilities, authority and character of work) are included within the same position description and pay grade. Copies of the classification plan and position descriptions are available through the Personnel Department and the County intranet. The classification plan shall be based on a uniform system of position descriptions for each job position. Each position description shall contain a descriptive title for the job class and a general written description of the duties and responsibilities of the job class. Position descriptions take into consideration the general requirements of the job and list essential functions of the position. Position descriptions do not necessarily include all duties of the position involved, or work assignments assigned by the employee's supervisor or department head. Position descriptions will be maintained in the Personnel Department. Department heads are responsible for ensuring that the Personnel Department has current and accurate information, and may be asked to provide draft position descriptions for their respective departments, using a form prescribed by the Personnel Department. Plan review The County may, at its discretion or per the terms of a collective bargaining agreement, review the classification plan for purpose o£ • Determining whether the plan accurately reflects actual job conditions; and/or • Assuring that positions are properly classified; and/or • Recommending amendments and adjustments to the classification plan. New positions A department head who wishes to create a new position description must make a request to create the position in writing to the County Administrator. The County Administrator will then direct the Personnel Department to study the request in accordance with this policy and make recommendations to the County Administrator for approval or disapproval of the request. No person can be hired to fill the position until the County Administrator approves the new position description and a pay grade. Creation of a new position outside of the regular budget review and Policy # HR-1, Classification of positions Page 1 adoption process that increases the FTE in the department's adopted budget must be approved by the Board of Commissioners. Recruitment, selection and compensation for the position will be in accordance with the Deschutes County Personnel Rules and applicable administrative policies. Reclassification of positions A reclassification review of an individual position or group of positions within a department can be requested by any department head. The department head requesting the reclassification review must complete and submit to the Personnel Department a written request on a form specified by the Personnel Department. In consultation with the department head, the Personnel Department shall review the duties of the position as well as the experience and training required for the position. The Personnel Department shall review the request and recommend that the position be included in an existing position or create a new position if the position does not fit within an existing job classification. Positions may be reclassified whenever the duties of the position change materially, provided the reclassification can be accomplished within the limitations of the current budget. Pay Grade Adjustment Resulting from Reclassification or Salary Review When a reclassification or salary review results in a position being moved to a new pay grade, incumbent employees in the position(s) shall be moved to the step in the new grade that is closest to but higher than their step in the old pay grade. When a reclassification or salary review results in a position being moved to a lower pay grade and the pay of incumbent employees in the position(s) is higher than the top step of the new grade, the pay of the incumbents shall be frozen until cost of living increases bring the new pay grade up to the frozen level. Pay grade adjustments shall be effective on the first of the month following the date they are approved by the County Administrator. There shall be no retroactive pay. Review of classification decisions' Classification and reclassification decisions are the responsibility of the Personnel Department. If a department head is not satisfied with the reclassification decision made by the Personnel Department, the decision can be submitted to the County Administrator for review. The decision of the County Administrator shall be final and binding. Approved by the Deschutes County Board of Commissioners (((((date)))))) Dave Kanner County Administrator Policy # HR-l, Classification of Positions Page 2 Usk-- oG Deschutes County Administrative Policy No. HR-2 o { Effective Date: SELECTION AND SCREENING OF APPLICANTS FOR VACANT POSITIONS STATEMENT OF POLICY It is the policy of Deschutes County to be fair and consistent in the screening of applications for vacant County positions and to conduct such screening in a manner that ensures an arms-length relationship between the applicants and the hiring manager. APPLICABILITY This policy applies to the Personnel Department, as well as all department heads, managers and supervisors. POLICY AND PROCEDURE Posting of Vacant Positions The Personnel Department, in consultation with the supervisor and department head of the department recruiting for a position, will determine whether the vacancy will be posted internally, externally, or both. If the vacancy is posted externally, the Personnel Department will issue job announcements and otherwise publicize vacancies through such media as is deemed appropriate by the Personnel Department. If the vacancy is posted internally, the Personnel Department will distribute announcements to County employees and post them in the Personnel Department as well as on the County intranet site if an intranet site is maintained by County. Posting 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. Application forms All applications for employment are to be made on forms prescribed and approved by the County Administrator. All applications must be signed and dated. Failure to provide complete and accurate information on a County job application or providing false or misleading information on a County job application shall be grounds to disqualify the applicant from consideration for employment with Deschutes 'County or for dismissal from employment with County. All employment applications submitted to Deschutes County for any opening become the property of Deschutes County and are to be used only for purposes of Deschutes County. Selection/screening process The Personnel Department '-will screen all applicants to determine which applicants meet minimum requirements and recommend to the department head or selection committee those applicants who meet the requirements for the position. When hiring to fill supervisory and management positions, a selection committee will be formed to review applications and recommend to the hiring authority the top applicant for the position. The selection committee should be composed of the position's immediate supervisor (if other than the Board), the County Administrator or department head (or the administrator's or department head's designee), and one or more other persons selected by the department head. The selection committee is responsible for interviewing applicants and recommending for hire the top applicant. No position shall be filled without first interviewing an appropriate number of qualified applicants. A conditional offer of employment may be made by the department head subject to final approval by the County Administrator. Policy # HR-2, Screening and Selection Page I Testing guidelines The type of test, examination or evaluation given will vary for each position. The evaluation process may include one or more of the following types of tests, examinations or evaluations, depending on the requirements of the position: • Supplemental questionnaire; • Multiple choice, true/false or essay examination; • Performance tests to include tests of manual and other skills and abilities to perform the work involved in the position applied for; • Computer skills evaluation; • Typing skills test; • Practical examinations, such as assessment centers, to test reactions and judgments under simulated job conditions; • Physical examination; • Physical capacity evaluation; • Psychological evaluation; • Panel interview; • Other job-related testing or evaluations. Accommodation of disabilities during selection process In accordance with the Americans with Disabilities Act, Deschutes County will afford applicants with disabilities reasonable accommodation during the application process. Applicants with disabilities will be provided with access to application materials and interview sites. Reasonable accommodation will be made when administering any required pre-employment test, examination or evaluation. Applicants may be asked if they need any accommodation to complete the application and/or testing process. Job offers A written job offer letter from the Personnel Department. is required for all new hires, and for all transfers and promotions. The job offer letter must be signed by the applicant before work begins. All offers of employment must come from the Personnel Department and must be signed by the department head and the County Administrator. Disqualifications The County may disqualify any applicant who does not meet the minimum qualifications established for the position or who is determined to be unsuitable for the position. Applicants may also be disqualified if the applicant: • Has provided false, incomplete, inaccurate, or misleading information on the application or during the interview process; • Is unable, with o)r without reasonable accommodation, to perform the essential functions of the position; • Has been convicted of any felony or any misdemeanor or crime involving theft, dishonesty or moral turpitude; • 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 United States by force or violence; Policy # HR-2, Screening and Selection Page 2 • Does not sign and date the application; • Does not complete the application as specified on the application form. • Fails the drug screening requirements of Policy No. HR-8, Drug-Free Workplace. Approved by the Deschutes County Board of Commissioners (((((date)))))) Dave Kanner County Administrator Policy # HR-2, Screening and Selection Page 3 Deschutes County Administrative Policy No. HR-3 Effective Date 0 { i BACKGROUND CHECKS STATEMENT OF POLICY It is the policy of Deschutes County to ensure that all individuals who are employed by the County are well qualified, by conducting background checks of all applicants. APPLICABILITY This policy applies to the Personnel Department, all hiring n an tgers and all job applicants, including applicants who are currently employed by Deschutes County. POLICY AND PROCEDURE In General All applicants for jobs with Deschutes County shall be subject to a thorough investigation of past employment and employment-related activities, including checking employment references. Additional background checks may include, at County's option, criminal record checks and credit history checks depending on the nature and requirements of the position applied for. Job announcements will state if finalists for the positions may be subject to a pre-employment background investigation. The department director, along with the Personnel Department, will determine which type(s) of background investigations will be required. Background investigations can be conducted prior to or following a conditional job offer. All finalists will be notified in writing that the job offer is contingent upon the County review in its sole discretion of the pre-employment background investigation, and they will be required to sign an authorization form permitting access to information and records regarding their work history and background. If an applicant refuses to sign the form authorizing the County to conduct the background investigation, the applicant will be removed from consideration for the position. The same process will be followed for current employees who are being promoted or reassigned to the specified 'positions. Criminal and civil records generally will be searched for any conviction history as an adult (dating back' to the applicant's/employee's 18th birthday). Juvenile records generally will not be searched. The Personnel Department will review the criminal history record with the hiring department's director for his or her consideration in making the selection. The results of background investigations are considered confidential records and will be withheld from public disclosure to the full extent allowed by law. An individual's unauthorized access to or disclosure of these records is subject to discipline, up to and including termination. Classifications Requiring Criminal Record Checks Applicants will be subject to a criminal background check if the duties applied for will involve delivering to or working with juveniles, the mentally ill, developmentally disabled or elderly. Applicants may, at the County's option, be subject to a criminal background check if the duties applied for will involve any of the following activities: A. Handling or processing cash and/or checks; B. Handling financial records; Policy # HR-3, Background Checks Page 1 C. Law enforcement, correction, parole, probation or criminal justice; D. Maintaining medical, mental health, criminal and/or other confidential records or information; E. Building, maintenance, cleaning or repair services; F. Computer technology services; G. Any other job classification or position for which the County Administrator determines that it is appropriate to conduct and authorize criminal background checks. Retention of Authorization Form and Record of Criminal Background Check The Personnel Department will maintain the criminal background check authorization form signed by the applicant. The written criminal conviction records for ; persons that are not hired as employees or appointed as volunteers will be retained in accordance with the requirements of the Oregon Administrative Rules. The criminal conviction record of each applicant with a criminal conviction who is hired as an employee or appointed as a volunteer will be maintained by the Personnel Department in a confidential file separate from the employee's or volunteer's personnel file. Procedures for Obtaining Criminal Background Checks The Personnel Department will oversee the conduct of all criminal', background checks. The Personnel Department will request an employee of the Deschutes County District Attorney's Office or Deschutes County Sheriff's Office, trained and authorized to perform criminal conviction checks through the LEDS system, to conduct the check on the prospective employee or volunteer and orally report to the Personnel Department whether the applicant's record indicates "no conviction record" or "conviction record." If the applicant's record is reported as "conviction record," the Personnel Department will, pursuant to OAR 257-10-025(C) as it currently exists or may from time to time be amended, request a written criminal conviction report from the Oregon State Police identification services section and pay the applicable fee for this service. The Personnel Department will review the criminal conviction report with the department head or persons responsible for making the hiring or selection decision for consideration in making the selection of an employee or volunteer. Use of Criminal Background Checks If an applicant for employment or volunteer service with Deschutes County has a felony conviction or convictions or a misdemeanor conviction or convictions involving moral turpitude or theft, the applicant's application and criminal conviction record will be reviewed by the County Personnel Services Manager, County Legal Counsel and County Risk Manager to determine if the applicant possesses the, required degree of honesty and integrity to work or perform services for Deschutes County. Following this review, the Personnel Services Manager, County Legal Counsel and the Risk Manager will make a recommendation to the department head and County Administrator as to whether the applicant should or should not be disqualified from consideration for employment or volunteer service with Deschutes County. Each employment or volunteer selection will be made on an individual basis, taking into account the applicant's qualifications, the requirements of the particular job or volunteer position applied for, and the results of the criminal background check. Factors which may be considered in determining whether or not an applicant's criminal conviction background is acceptable may include but are not limited to: • Whether the candidate disclosed the conviction on the employment application (omission of facts called for in the application, including the reporting of criminal convictions, is cause for cancellation of the application and/or dismissal from employment). Policy # HR-3, Background Checks Page 2 • The nature and gravity of the offense, and whether it indicates a propensity to cause harm or potential to cause harm to other employees, County property, clients or citizens. • The amount of time that has passed since the conviction or negative credit entry, or completion of sentence and whether the individual completed treatment or rehabilitation. • The relationship between the nature of the offense and the job in question. • The public sensitivity of the position under consideration. The employment or volunteer service of any candidate with a record of felony criminal conviction or misdemeanor conviction involving moral turpitude or theft require approval by the County Administrator and the Board of County Commissioners. If there will be a significant delay before the background investigation is complete, the applicant or current employee may be permitted to begin working in the position at the sole discretion of the department head on a case-by-case basis, but only under direct supervision and with written notification that employment may be terminated. In the case of a current employee, the department director may terminate the employee or return the employee to the former position, if negative information relevant to the position in question is revealed as a result of the background investigation. Procedures for Investigations Conducted through a Third Party Agency Background investigations may be conducted through a third party` agency. The 'County will ensure that (where applicable) background investigations conducted by a third party are conducted in compliance with federal and state statutes, including the Fair Credit Reporting Act. (FCRA). Post-Offer Drug Screening and Examinations or Evaluations As a condition of a job offer for any position, all new hires must take and pass a drug screening test at a time and location designated by the County. Failure to submit to the testing or a verified positive test result will result in the withdrawal of the offer of employment and the applicant shall be barred from consideration for County employment for a period of not less than one year after a verified positive test. All offers of employment shall' be conditional upon a verified negative controlled substances test. If a medical examination, physical examination, physical capacity evaluation and/or a psychological evaluation is required for the position. The County will, in accordance with the Americans with Disabilities Act, provide reasonable accommodation to the finalist during examination or evaluation. Approved by the Deschutes County Board of Commissioners (((((date)))))) Dave Kanner County Administrator Policy # HR-3, Background Checks Page 3 GSFS Deschutes County Administrative Policy No. HR-4 Effective Date: OVERTIME COMPENSATION AND COMPENSATORY TIME STATEMENT OF POLICY It is the policy of Deschutes County to provide overtime compensation and compensatory time in accordance with State and Federal wage and hour laws. APPLICABILITY This policy applies to all County employees, except those who are exempt from State and Federal wage and hour laws. POLICY AND PROCEDURE In General In accordance with State and Federal wage and hour laws, hours worked by non-exempt employees in excess of 40 hours per work week constitutes overtime: Non-exempt employees shall be compensated in pay or compensatory time off at the rate of one and one-half times the employee's regular rate of pay for all hours worked in excess of 40 hours in a work week. Hours worked do not include hours taken for vacation leave, sick leave, or time management leave. Holiday hours do count as hours worked. Each employee must have the approval of his or her supervisor or department head before the employee is authorized to work overtime. An employee who works overtime without obtaining the prior approval of his or her supervisor or department head will be subject to disciplinary action, up to and including possible termination of employment with the County. Time and Leave Worksheets All time and leave worksheets must be signed and dated by the employee. If an employee is absent on the day that payroll is due, a payroll time and leave worksheet for the employee will be submitted to the Finance Department by the employee's supervisor or department head. When the employee returns to work, the employee must sign and date the original worksheet and return it to the Personnel Department. For non-exempt employees, the employee's time and leave worksheet must be filled in with the number of hours worked for each day worked, and with all time, vacation leave, sick leave, time management leave, or compensatory time off and any other form of leave used. Exempt employees are not required to record hours worked for each day worked but are required to record all vacation leave, sick leave, time management leave, and any other form of leave used. All employees are responsible for accurately and completely preparing his or her time and leave worksheet each month. Any falsification of information or any failure to accurately record time by an employee on his or her time and leave worksheet or any refusal by.an employee to complete, date and/or sign a time and leave worksheet will subject the employee to disciplinary action, up to and including termination of employment with the County. Compensatory Time (Non-Exempt Employees) In lieu of overtime pay, by mutual agreement between the department head and employee, and subject to applicable collective bargaining agreements, a non-exempt employee may receive Policy No. HR4, Overtime and Compensatory Time Page I compensatory time off at the rate of one and one-half times the number of overtime hours worked by the employee. An employee's compensatory time off accrual shall not exceed eighty (80) hours. A request to accrue compensatory time off shall be made prior to the end of the pay period in which the overtime is worked. An employee desiring to use accrued compensatory time off shall have the option to request the time which such compensatory time off is to be used. The department head shall, within the constraints of manpower and scheduling, make every reasonable effort to honor the employee's request for use of compensatory time off. Compensatory time off for approved overtime worked shall be taken within 180 days of the date such overtime was earned. In no event shall compensatory time off accrue beyond a maximum of 80 hours without explicit approval by the County Administrator. Approved by the Deschutes County Board of Commissioners (((((date)))))) Dave Kanner County Administrator Policy No. HR4, Overtime and Compensatory Time Page 2 a `"TES " Deschutes County Administrative Policy No. HR-5 o Effective Date: NON-WAGE AND SALARY COMPENSATION STATEMENT OF POLICY It is the policy of Deschutes County that forms of compensation not fixed by state law, County ordinance, the County budget or County policy are expressly prohibited. APPLICABILITY This policy applies to all County employees and elected officials. POLICY AND PROCEDURES Rebates and Premiums County employees and elected officials are permitted to make and pay for travel, lodging and meal costs on a reimbursement basis. Any airline "frequent flier" miles received by a County employee or elected official for travel or lodging, and any rebates; airline miles, gifts or premiums (benefits) received by a County employee or elected official related to the use of a personal credit card for County business shall constitute a part of the County employee's or elected official's"compensation. It is the responsibility of the employee to keep records of any such rebates, miles, benefits or premiums received by the employee related to the employee's work. It is the responsibility of each County employee and elected official to keep records of the value of any such benefits received by the County employee or elected official that are related to County business. This policy also applies if a County employee or elected official purchases necessary supplies or equipment or pays expenses related to the County employee's or elected official's work with the County employee's or elected official's personal credit card, for which the County employee or elected official is reimbursed. Personal Use of Telephones, County Equipment and Office Supplies The occasional use of a County telephone for local telephone calls for personal matters or use of a County computer for personal matters (including the County computer network, software and internet access), subject to Policy No. IT-1, Computer Use, by a County employee or elected official, shall not be considered an employment benefit for purposes of compensation. Personal calls (outgoing or incoming) on a county-provided cell phone will only be allowed infrequently for limited duration in instances of family emergencies if these calls cannot be made from a land line phone within a reasonable period of time. Such calls shall not be considered an employment benefit for purposes of compensation. Employees' personal use of County fax machines or County photocopy machines is permitted if reimbursement is provided to the County by the employee at the same per-page rate as that charged to the public at-large for use of the same equipment, per the County fee schedule. Except as provided above, no employee shall request or permit the use of county-owned vehicles, equipment, materials or property or the expenditure of County funds for personal use, personal convenience or profit. Employees making personal use of County facilities, properties or privileges may be subject to disciplinary action. Such facilities, properties and privileges include but are not limited to telephones, purchasing discounts, office supplies, vehicles, purchasing or credit cards, computer equipment, etc. Employees found to be in violation of this policy shall be liable for reimbursement of actual expenses as well as administrative charges for processing, investigation, etc. Policy No. HR-5, Non-wage and Salary Compensation Page I This policy is not intended to restrict the right of County employees to use County services and facilities to the same extent as such services and facilities are available to the public. Honoraria and Stipends Any employee who receives an honorarium, a stipend or other form of cash compensation for making a presentation at a conference or other speaking engagement must turn that compensation over to the County where it will be credited as revenue or an expense reimbursement to the employee's department. An employee may keep the payment only if the conference/speaking engagement is attended solely on the employee's time (use of vacation time is acceptable) and the County does not participate in any way toward the cost of the conference/speaking engagement. Jury Duty Pay Employees will continue to receive their regular wages for their regularly scheduled hours while on jury duty but the employees are in turn obligated to reimburse the County for any service fee provided by the court. If employees do not give the county the fee provided by the court, they will not receive county paid time for their absence. If the jury duty check contains a reimbursement for mileage, the county shall pass the reimbursement through to the employee and retain the remainder of any jury duty compensation. Employees released from jury duty in time to work at least one hour of their regular shift will be required to report to work. Approved by the Deschutes County Board of Commissioners (date) Dave Kanner County Administrator Policy No. HR-5, Non-wage and Salary Compensation Page 2 a `'T=S Deschutes County Administrative Policy No. HR-7 Effective Date: o < EXCUSED TIME FOR EXEMPT EMPLOYEES STATEMENT OF POLICY It is the policy of Deschutes County that exempt management and exempt confidential employees shall not receive overtime, compensatory time or exchange time, but may receive excused time off. APPLICABILITY This policy applies to all exempt management and exempt confidential employees POLICY AND PROCEDURES It is expected that employees holding exempt management or confidential positions will remain on duty for whatever time is necessary to carry out the responsibilities of their positions. The County provides extra time management leave to -management or confidential employees in recognition of their added responsibilities and in recognition that extra hours (hours consistently above and beyond a five-day, 8 a.m. - 5 p.m. work week) are necessary to complete assignments. Exempt management and exempt confidential employees may, with their department head's advance approval, flex their schedules within the pay period or the pay period immediately following to account for extra hours worked. A department head may occasionally grant excused time off for job performance that exceeds the basic requirements of the job, not solely on extra hours worked to accomplish the basic job. However, such time off shall not be taken in advance and shallbe used within 12 months of when granted. Excused time shall not accumulate and shall not be subject to any form of payment upon termination. No employee shall take more than 80 hours of excused time in any fiscal year. Department heads must approve the granting of excused time. The County Administrator may grant excused time to department heads and other exempt personnel he or she directly supervises. Employees shall record extra hours worked on the electronic calendar in their County e-mail and may be required to produce that record when requesting excused time. Excused time used shall be shown on the employee's electronic calendar as "excused time off." Approved by the Deschutes County Board of Commissioners (((((date)))))) Dave Kanner County Administrator Policy No. HR-7, Excused Time Page I -{ES c~r?. Deschutes County Administrative Policy No. HR-8 o,' { Effective Date: DRUG-FREE WORKPLACE STATEMENT OF POLICY It is the policy of Deschutes County that there is zero tolerance for drug and alcohol use that in any way threatens the public welfare and the health, safety and productivity of Cowry employees. APPLICABILITY This policy applies to any individual who conducts business for the County, is applying for a County position or is conducting business on the County's property. This policy also applies to, but is not limited to volunteers, elected officials, paid or unpaid interns and all County employees. This policy applies during all working hours, whenever conducting County business or representing the County, while on call, while on paid standby, while on or in County property and while working at County- sponsored events. This policy also applies during meal periods or other breaks if any individual, as defined in this section, is expected to return to work after the meal period or break. Any testing limits in this policy are separate and apart from the Federal Department of Transportation (DOT) Motor Carrier testing program, and if both policies apply, two separate tests will be conducted The alcohol restrictions in this policy are not intended to apply to social gatherings and community events on County property where employees are not working or are not expected to return to work afterwards. POLICY AND PROCEDURES In General Deschutes County is cornmitted to protecting the safety, health and well being of all employees and other individuals in our workplace. We recognize that alcohol and drug abuse pose a significant threat to our goals. We have established a drug-free workplace program that balances our respect for individuals with the need to maintain an alcohol and drug-free environment; The County does not intend to interfere with the private lives of its volunteers, elected officials, and all County employees. However, the County expects its volunteers, elected officials, and all County employees to report to work in a condition to perform duties in a safe, effective and efficient manner. This policy recognizes that employee involvement with alcohol and other drugs can be very disruptive, adversely affect the quality of work and performance of employees, pose serious health risks to users and others, and have a negative impact on productivity and morale. As a condition of employment, the county requires that employees adhere to this policy regarding the use and possession of drugs and alcohol and notify the County of any criminal drug statute conviction. Deschutes County encourages employees to voluntarily seek help with drug and alcohol problems. Notification of Convictions Employees must notify the County of any criminal drug statute conviction. The notification must be in writing from the employee to his/her supervisor within five (5) calendar days of the conviction. The supervisor will Policy No. HR-8, Drug Free Workplace Page I immediately notify the Personnel Department. When appropriate, federal contracting agencies will be notified within ten (10) calendar days. In accordance with Federal law, the County will take appropriate action within thirty (30) days of the notification. Assistance Deschutes County recognizes that alcohol and drug abuse and addiction are treatable illnesses. We also realize that early intervention and support improve the success of rehabilitation. To support our employees, our drug- free workplace policy: • Encourages employees to seek help if they are concerned that they or their family members may have a drug and/or alcohol problem. • Encourages employees to utilize the services of qualified professionals in the community to assess the seriousness of suspected drug or alcohol problems and identify appropriate sources of help. • Offers all elected officials and regular employees, as well as their family members, assistance with alcohol and drug problems through the Employee Assistance Program. • May allow the use of applicable accrued paid leave wh i le seeking treatment for alcohol and other drug problems. Treatment for alcoholism and/or other drug use disorders may be covered by the employee benefit plan. However, the ultimate financial responsibility for recommended treatment belongs to the employee. Communication Communicating the drug-free workplace policy to both supervisors and employees is critical to our success. To ensure all employees are aware of their role in supporting our drug-free workplace program all employees will receive a written copy of this policy and a copy of the signed certificate of receipt will be placed into their official personnel file. Definitions 1. Controlled Substances - Are defined as all forms of narcotics, depressants, stimulants, hallucinogens, and cannabis, the sale, purchase, transfer, use or possession of which is prohibited or restricted by law. 2. Drugs and Alcohol - For the purposes of this policy, drugs and alcohol will be defined as all intoxicants and controlled substances as defined by law, `excluding any substance lawfully prescribed and authorized by a licensed practitioner, physician or dentist for the employee's use. 3. Drug and Alcohol Test - The compulsory production and submission of breath, saliva or urine by an employee in accordance with procedures contained herein for chemical analysis to detect prohibited drug and/or alcohol use. 4. Medical Practitioner - For the purposes of this policy, a Medical Practitioner is a licensed health care provider who has the authority and the privileges to prescribe medications. 5. Medical Review Officer (MRO) - A medical doctor trained in toxicology who contracts with employers primarily to review positive preliminary drug test results with employees to determine whether the results are likely to have been caused by factors other than drug abuse. 6. Over-The-Counter Drugs - Are those which are generally available without a prescription from a medical doctor and are limited to those drugs which are capable of impairing the judgment or functioning of an employee to safely perform his or her duties. It is the employee's responsibility to determine whether or not any particular over-the-counter drug is safe for use. 7. Prescription Drums - Are defined as those drugs which are used in the course of medical treatment and have been prescribed and authorized for use by a licensed practitioner, physician or dentist. 8. Reasonable Suspicion - Quantity of proof or evidence that is more than a hunch, but less than probable cause. Reasonable suspicion must be based on factual and articulable observations concerning the work performance, appearance, behavior, objective facts, and derived inferences from these facts about the conduct of an individual that would lead the reasonable person to suspect that the individual Policy No. HR-8, Drug Free Workplace Page 2 is or has been under the influence of drugs or alcohol while on duty. 9. Substance Abuse Professional (SAP) - Is any licensed physician (Medical Doctor or Doctor of Osteopathy), or a licensed or certified psychologist, social worker, employee assistance professional, or addiction counselor (certified by the National Alcoholism and Drug Abuse Counselors Certification Commission) with the knowledge of and clinical experience in the diagnosis and treatment of alcohol and controlled substances-related disorders. 10. Under the Influence - An individual is considered under the influence of intoxicants when a positive alcohol or controlled substance test result is obtained from a certified testing lab. Prohibited Behavior Generally, it is a violation of the drug-free workplace policy to unlawfully manufacture, use, be under the influence of, possess, dispense, distribute, sell, trade, and/or offer for sale alcohol, illegal drugs, controlled substances or intoxicants as described in the applicability section of this policy. Prescription and over-the-counter drugs are not prohibited when taken in standard dosage and/or according to a physician's prescription. Any employee taking prescribed or over-the-counter medications will be responsible for consulting the prescribing physician and/or pharmacist to ascertain whether the medication may interfere with safe performance of their job. An employee's failure to report to his or her supervisior the use of prescribed or over-the-counter medication which the employee has been informed may affect his or her abilities to safely perform assigned duties may subject an employee to disciplinary action. In the event there is a question regarding an employee's ability to safely perform assigned duties, clearance from a physician will be required. If the use of a medication could compromise the safety of the employee, fellow employees or the public, it is the employee's responsibility to use appropriate personnel procedures (e.g., call in sick, use leave, request change of duty, notify supervisor) to avoid unsafe workplace practices. The illegal or unauthorized use of prescription drugs is prohibited. It is a violation of our drug-free workplace policy to intentionally misuse and/or abuse prescription medications. Specific Prohibited Conduct The following conduct is strictly prohibited and may subject an employee to immediate discipline, up to and including termination: I. No employee shall report for duty or remain on duty under the influence of any detectable level of alcohol or while using any controlled substance, except when the use is in pursuant to the instructions of a licensed medical practitioner, who has advised the employee that the substance will not adversely affect the employee's ability to safely perform their job. 2. No employee shall be on duty, operate a County-owned motor vehicle or a personal vehicle while on County business while the employee is in possession of alcohol, unless the alcohol is manifested and transported as a part of an authorized shipment. 3. No employee shall use alcohol while performing their job duties. Furthermore, no employee shall use controlled substances while performing their job duties, except when the use is pursuant to the instructions of a licensed medical practitioner, who has advised the employee that the substance will not adversely affect the employee's ability to safely perform their job. 4. Any employee that is involved in any vehicle accident while on County time, or in a County vehicle, regardless of whether any injury or property damage results, or any accident which results in the loss Policy No. HR-8, Drug Free Workplace Page 3 of human life; will not use alcohol for eight (8) hours following the accident, or until he or she undergoes a post-accident alcohol test, whichever occurs first. In addition, employees will not use any controlled substances for thirty-two (32) hours following an accident or until he or she undergoes a post-accident controlled substance test, whichever occurs first. Prescription and over-the-counter drugs may be taken in standard dosage and/or according to a physician's prescription as long as a medical necessity has been established by a medical practitioner. 5. No employee shall refuse to submit to a post-accident alcohol or controlled substances test, a reasonable suspicion alcohol or controlled substances test, or a return-to-dut or follow-up alcohol or controlled substances test as required by this policy. 6. No employee shall report to duty, or remain on duty after testing positive or having an adulterated or substituted test specimen for alcohol or controlled substances. Circumstances for Testing Unless otherwise described herein, all testing, as follows, will be required for all employees: 1. Pre-Employment Testine: All applicants, excluding volunteers, shall undergo testing for controlled substances following a conditional offer of employment for a position with the County. 2. Reasonable Suspicion Testing: An employee must submit to testing for alcohol and/or controlled substances whenever his or her supervisor or other County representative who has undergone Alcohol and Controlled Substances Reasonable Suspicion Training, along with one other witness, has reasonable suspicion to believe that the employee has violated the corresponding 'portions of this policy. The determination that reasonable suspicion exists to require an employee to undergo an alcohol and/or controlled substances test must be based upon specific articulable observations concerning the work performance, appearance, behavior, and/or body odor of the employee. In the case of controlled substances, the observations supporting a reasonable suspicion finding may also include indications of the chronic use and withdrawal effects of the controlled substances. 3. Post-Accident Testin4: Any individual, as defined in the Applicability section of this policy, that is involved in any vehicle accident while on Comity time, or in a County vehicle, regardless of whether any injury or property damage results, or any accident which results in the loss of human life; shall be tested for alcohol and controlled substances. The post-accident testing requirements related to vehicle accidents only pertain to the operator of the vehicle. For purposes of this policy, a vehicle is any County-owned vehicle, or personal vehicle used for County business, which can be legally operated on a road or waterway. Questions related to whether a specific type of vehicle involved in an accident would trigger post accident testing must be directed to the County Risk Manager for final determination. Any individual, as defined in the Applicability section of this policy, who is in an accident as described herein, shall immediately report the accident to his or her manager. Any delay in reporting may be subject to disciplinary action, up to and including termination. It is management's responsibility to direct the individual to post-accident testing. Any individual who is subject to post- accident testing shall remain readily available for such testing or he or she may be deemed to have refused to submit to testing, provided that this requirement shall not be construed to require the delay Policy No. HR-8, Drug Free Workplace Page 4 of necessary medical attention for injured people following an accident, or to prohibit the individual from leaving the scene of an accident to obtain necessary emergency medical care. The results of a breath or blood test for the use of alcohol or a urine test for the use of controlled substances, conducted by Federal, State or local officials having independent authority for the test(s), shall be considered to meet the requirements of this section, provided such tests conform to the requirements of this policy and further provided that the results of such tests can be obtained by the County. 4. Return-to-Duty Testing: Before returning to duty, any employee who has engaged in prohibited conduct as stipulated in this policy concerning alcohol, must undergo a return-to-duty alcohol test and have results that indicate no detectable level of alcohol. Before returning to duty, any employee who has engaged in prohibited conduct as stipulated in this policy concerning controlled substances must undergo a return-to-duty controlled substances test with a verified negative result for controlled substances. 5. Follow-up Testing: Following a determination by a substance abuse professional that an employee is in need of assistance in resolving problems associated with alcohol and/or controlled substances misuse, the employee shall, upon returning to work, be subject to unannounced follow-up alcohol and/or controlled substances testing. The number and frequency of such follow-up testing shall be as directed by the substance abuse professional, and shall consist of at least six (6) tests in the first twelve (12) months following the employee's return to duty. The requirement for follow-up testing may extend for up to 60 months from the employee's return to duty based on direction from the substance abuse professional, but the substance abuse professional may terminate the requirement for follow-up testing at any time after the first six (6) tests have been administered, if the substance abuse professional determines that such testing is no longer necessary. . IC I Method of Testing Alcohol testing will be done by a breath or saliva test that shall be conducted by a licensed professional chosen by the County. Controlled substances testing will be done by a urine test and shall also be conducted by a licensed professional chosen by the County. The urine sample will be collected unattended, but any attempt to alter the integrity of the sample will result in immediate termination or withdrawal of the offer of employment. Urine specimens shall be split into two (2) portions. If testing on the first portion proves positive and the employee wishes to exercise his or her right to a second test, the employee must request the second test within two (2) business days after the receipt of the results from the first test. The second test will be performed on the second portion of the original specimen and by a second certified laboratory. If the results of the second test refute the results of the first test, the results of the second test will be determinative. Requirement to be Tested Any individual, as defined in the Applicability section of this policy, who is subject to being tested pursuant to the requirements of this policy must submit to being tested for alcohol and/or controlled substances immediately upon notification to do so by his or her supervisor or other designated County representative. Refusal to be Tested A refusal to be tested shall be treated as a positive test result. Any individual who is subject to being tested pursuant to this policy may violate this policy by refusal to submit to a required alcohol and/or controlled substances test through, but not limited to, any of the following: Policy No. HR-8, Drug Free Workplace Page 5 1. Telling his or her supervisor, other County representative or the person(s) conducting the tests or collecting the urine specimens that he or she is refusing to be tested. 2. Failing to report to or leaving the County job site or test site, or failing to report to or leaving a specified on-site location for transport to the testing site if the testing site is other than a County facility, before the required testing and/or collection is completed. 3. Failing to remain readily available for post-accident testing, provided that this requirement shall not be construed to require the delay of necessary medical attention for injured people following an accident, or to prohibit the employee from leaving the scene of an accident to obtain necessary emergency medical care. 4. Failing to provide the adequate amount of breath necessary for alcohol testing without a valid medical explanation. 5. Failing to provide the adequate amount of urine necessary for controlled substances testing without a valid medical explanation. Consequences of Prohibitive Conduct, Failed Drug or Alcohol Testing or Treatment/Follow-up Violations One of the goals of our drug-free workplace prograrn is to encourage employees to voluntarily seek help with alcohol and/or drug problems. If, however, an individual violates this policy, the consequences are serious. A failed test shall include refusal to test, or test resu Its indicating any detectable level of alcohol or the presence of controlled substances, as confirmed by the Medical Review Officer (MRO). Any probationary, extra lielp employee or volunteer who violates this policy shall be terminated immediately. In the case of applicants, the bona fide offer of employment is contingent upon the successful passing of a post- job offer alcohol and drug screen. If positive results are confirmed by the Medical Review Officer (MRO), the offer of employment shall be withdrawn and the opportunity to reapply for any County job may be revoked. Violation of any provision of this policy by any individual who is conducting business for the County, while under contract with the County, shall be cause for the County to terminate the contract, unless the provider elects to take appropriate actions with the individual who violated this policy. The following provisions apply to all other employees in regular positions who have completed their probationary period: Any employee who violates any of the provisions in this policy will be removed from the job immediately and may be subject to termination following applicable due process procedures. Further, the County will also report positive test results that have been verified by the Medical Review Officer (MRO), to any agency from which the employee holds a professional license or certificate. If an employee is not terminated, the employee will not be permitted to return to work until all applicable requirements are completed and the employee evaluated by a substance abuse professional. The treatment or rehabilitation program used may not be the substance abuse professional's private practice or be provided by a person or organization from which the substance abuse professional receives remuneration or has a financial interest. Policy No. HR-8, Drug Free Workplace Page 6 The substance abuse professional shall determine what assistance, if any, the employee needs in resolving problems associated with alcohol misuse and/or controlled substance use. If determined necessary by a substance abuse professional, the employee must properly follow any treatment or rehabilitation program prescribed. Once the treatment and/or rehabilitation program is initiated, the employee may not switch agencies without prior approval of the substance abuse professional. The employee may only switch agencies once. The employee must be reevaluated by the substance abuse professional to determine that the employee has properly followed the prescribed treatment or rehabilitation program. The employee must undergo a return-to-duty alcohol test with the result indicating no detectable level of alcohol, if the violation of prohibited conduct involved alcohol or a controlled substances test with a verified negative result, if the violation involved a controlled substance. Time off the job for any employee who violates any of the provisions in this policy shall be on unpaid leave for the remainder of the day that the violation(s) occurred and until a verified appointment with a substance abuse professional has been scheduled. After an appointment has been scheduled, the employee may use accrued leave. In addition, the County will, upon notice of apositive test result, begin disciplinary action. If termination of employment does not result for the violation of any of the provisions in this policy, the employee shall be required to sign a "Last Chance Agreement" upon first notice of the eligibility to return to work and prior to any commencement of work. Those employees who are covered by a collective bargaining agreement shall have the right to confer with a Union steward prior to signing the agreement. The agreement shall include an expiration date of thirty-six (36) months after successful completion of the treatment plan. Failure to sign the last chance agreement will result in the employee's immediate termination. The agreement shall clearly state that any future positive alcohol or controlled substances test will result in the employee's immediate termination. Employee's Responsibility after Violation Any employee, who is not terminated for any violation of the provisions of this policy, and is eligible for a drug/alcohol treatment program, is responsible for pursuing all requirements of contacting a substance abuse professional and following the prescribed treatment program in a manner which will allow his or her return to work as quickly as possible. The employee shall sign, an agreement allowing the County Administrator, or his/her designee, to contact the substance abuse professional to assure continued progression in the prescribed treatment. Failure of the employee to make a verified appointment with a substance abuse professional within five (5), working days following the violation will be cause for the employee's employment with Deschutes County to be terminated. Failure to continue meaningful progress toward completing prescribed treatment as determined by the substance abuse professional may be cause for the employee's employment with Deschutes County to be terminated. Payment of Program Costs and Drug and Alcohol Testing The Personnel Department will pay all costs for pre-placement, reasonable suspicion and post-accident testing. The employee's time for reasonable suspicion and post-accident testing will be paid by the employee's Department. The candidate's time for a pre-employment test will not be County-paid time. Any employee who violates any of the provisions of this policy, or engages in prohibited conduct identified above will be responsible to make all arrangements and pay for the dependency evaluation, treatment, return- to-work testing, and follow-up testing, if any. An employee who has a test performed on a split sample following a positive controlled substances test must make the arrangements and pay for the second test. The County will reimburse the employee for the testing cost if the retest result refutes the initial positive test. Searches Policy No. HR-8, Drug Free Workplace Page 7 Deschutes County reserves the right to search, without employee consent, all areas and property over which the County maintains joint or full control. All County-owned vehicles, equipment, offices, desks and lockers shall be subject to search. Refusal to submit to a search or refusal to cooperate in any investigation will subject the employee to disciplinary action, up to and including termination. Make Whole Provision An employee shall be made whole for any action taken by the County as a result of a false positive test including the reinstatement of any leave that the employee was required to use, any unused vacation or sick leave, reimbursement for any unpaid leave, retraction of discipline, and nullification of the last chance agreement. In the event an employee is required to submit to reasonable suspicion testing, and the test is negative, the County shall provide the employee with a written letter of apology. However, this does not preclude the County from taking other appropriate disciplinary actions. Confidentiality All information received by the County through the drug-free workplace program is confidential communication. Access to this information is limited to those who have a legitimate need to know in compliance with relevant laws and management policies. Approved by the Deschutes County Board of Commissioners Dave Kanner County Administrator, Policy No. HR-8, Drug Free Workplace -(dare) Page 8 Deschutes County Administrative Policy No. HR-9 o Z{ Effective Date PREVENTION OF VIOLENCE IN THE WORKPLACE STATEMENT OF POLICY It is the policy of Deschutes County that there is zero tolerance of threats, threatening behavior, or acts of violence against employees, visitors, guests, or other individuals on County worksites or as part of County work activities. APPLICABILITY This policy applies to all Deschutes County employees and volunteers. POLICY AND PROCEDURES Definitions A. Harassment: A form of behavior that to a reasonable person is intimidating, hostile, threatening, violent, abusive or offensive. B. Threat or Threatening Behavior: A physical, verbal, or written act that expresses, or is reasonably perceived as expressing, an intent to cause physical or psychological harm, or both, to anyone covered by this policy, or an act that is reasonably perceived as expressing intent to cause damage to property. C. Worksite: Any place where Deschutes County conducts business. This includes County-owned or leased offices or buildings, County-owned vehicles, personal vehicles when used within the course and scope of conducting Deschutes County work, clients''homes, and other locations where Deschutes County business is being conducted. D. Violence or Violent Behavior: A physical, verbal, or written act carried out or caused to be carried out which results, or may result, in physical or psychological harm, or both, to an individual covered by this policy, or damage to property. Examples of violent conduct include but are not limited to physical displays of aggression, such as hitting, pushing, pinching, grabbing, making threatening gestures, or throwing objects. Also covered by this definition are situations in which physical or psychological harm occurs, even if such result was not intended (e.g., horseplay and practical jokes). E. Workplace Violence: Includes harassment, threats, threatening behavior, and violence and violent behavior. In General Deschutes County will not tolerate threats, threatening behavior, or acts of violence by its officers, employees, agents, or other persons at a worksite against employees, visitors, guests, or other individuals by anyone. The intent of this policy is to maintain safety and security for all people on all County worksites. Any person who makes threats, exhibits threatening behavior, or engages in violent acts will be removed by law enforcement as quickly as safety permits and shall have no further contact with County employees pending the outcome of an investigation. Each County employee is empowered to take immediate action by calling law enforcement representatives through 9-1-1 emergency responders, to terminate the behavior in progress. Employees should also report behavior they regard as threatening or violent if that behavior is job-related or might be carried out on a County-controlled site. After addressing immediate concerns, each employee is responsible for notifying his or her immediate supervisor or other Department/Program manager of conduct that may constitute workplace violence. This includes reporting any threats, threatening or violent behavior, or harassment occurring at a Deschutes County worksite or in connection with Policy No. HR-9, Prevention of Violence in the Workplace Page 1 Deschutes County employment. The conduct may be that which they have witnessed or received or have been told that another person has witnessed or received. Following an immediate response to terminate workplace violence, employees are responsible for reporting such conduct, regardless of the relationship between the individual who initiated the threat and the person who was threatened. If a supervisor is notified of a threat, or receives a threat, the supervisor is responsible for immediately notifying his or her supervisor, other affected Department/Program managers, and Risk Management. Deschutes County will not tolerate retaliation against an employee, volunteer or other County representative who reports or experiences workplace violence. Deschutes County will conduct a prompt investigation of the alleged workplace violence and initiate a timely and appropriate response. Employees who engage in workplace violence, real or perceived, against co-workers, supervisors, clients, providers, volunteers, or other individuals associated with Deschutes County are in violation of this policy. Violations of this policy by an employee will lead to disciplinary action, which may include reassignment of job duties, suspension, or termination of employment and may include referral to law enforcement authorities and subsequently result in criminal charges. Deschutes County will also respond to workplace violence where individuals other than employees are involved. Appropriate actions may include suspension or termination of business relationships, suspension or termination of volunteer status, and/or referral to law enforcement authorities and subsequently result in criminal charges and criminal prosecution of the person(s) involved. Employees who apply for or obtain a protective or restraining order that lists County locations as protected areas must provide copies of any restraining order documents to their direct supervisor. Supervisors must report restraining order documents to Risk Management. Deschutes County has confidentiality procedures that recognize and respect the privacy of the reporting employee(s), to the extent allowable to ensure a workplace free of threatening or violent behavior. Incident Response and Follow.-up A. If circumstances call for immediate action, and in the employee's judgment any delay caused by first notifying a supervisor may jeopardize his or her, or others' safety, the employee shall immediately obtain the assistance of emergency responders by calling 9-1-1. Most County phones first require dialing 9 for an outside line. B. In response to threatening or violent behavior, no employee, manager or County representative, shall take any action that will risk his or her own safety or the safety of others in the area. No employee or volunteer should ever attempt to restrain or forcibly evict an armed person or dangerous person from the premises. C. Any supervisor receiving knowledge of a threat or potential threat of violence shall immediately notify his or her supervisor, unless circumstances call for immediate action, in which case reporting documents shall be prepared immediately after the threat of danger has passed. D. The supervisor shall notify managers of other departments/agencies at the worksite, or in other locations that may be affected, of clients or visitors who are considered a potential immediate threat. When a supervisor/manager receives knowledge that an individual may pose a threat to employees, the supervisor/manager will provide staff with a safety plan, including a description of the client or visitor, and the steps to take if the individual appears. Risk Management can provide assistance with any departmental safety or response plan. Policy No. HR-9, Prevention of Violence in the Workplace Page 2 E. The worksite supervisor shall ensure that the employee receiving any threat or act of violence initiates a "Violence Incident Report Form." If the employee will not be available within 24 hours, the supervisor shall complete the form as thoroughly as possible without input from the employee. When the employee becomes available, the supervisor shall thoroughly update the office copy of the report with additional information. F. The supervisor shall, within 24 hours, provide a debriefing with affected employees in order to analyze the incident and receive input from employees on necessary corrective action. The supervisor will use this information to complete the supervisor's section of the "Violence Incident Report Form." The supervisor shall obtain the safety committee's review of the incident consistent with the department's established procedure for reviewing other incidents. G. For acts of violence, or threats perceived by staff to be of a traumatic nature, supervisors are encouraged to meet with all staff, at a time they judge to be appropriate, to review the incident and answer employee concerns. For very traumatic incidents, such as those involving employee injury or threat with a weapon, supervisors shall contact Deschutes County's Employee Assistance Program contractor, and request group counseling. Attendance is voluntary. H. Action directed towards individuals, other than employees, in violation of Deschutes County's policy, will be at the direction and coordination of Risk Management. If an employee is in violation of this workplace-violence policy, the supervisor may initially consult directly with Risk Management if involving a higher level of management would cause unreasonable delay. 1. The supervisor shall forward, within 24 hours;' a copy of the "Violence Incident Report Form," completed as thoroughly as possible, to the Risk Management office. Risk Management will provide incident information to County Administration. General Protocol/ Prevention Activities Protocols and prevention activities are established to provide: 1) Actions to be taken by Deschutes County management and employees to reduce the threat of workplace violence; 2) Steps for departments/programsto take' following an incident of violence. Each department or division will: A. Designate an employee and alternate for each department as contact in the event of an incident or potential incident; this designation must be updated annually. Each department must develop and post individual policies and procedures specific to that department. Each department must provide training for new employees and volunteers , on County and department policies/procedures upon hire. Periodic, ongoing training programs will be provided by Risk Management or as required by Departmental assessment. B. Notify employees of Deschutes County's zero tolerance for workplace violence by posting County and department policies and procedures in locations visible to employees, contractors, visitors and volunteers, and as well will inform individuals covered by this policy of the requirements and procedures to report all threats or violence encountered during their work with Deschutes County. C. Inform individuals covered by this policy of the incident response procedure and of the Violence Incident Report Form. D. Inform individuals covered by this policy that they would not be retaliated against for reporting workplace violence. Policy No. HR-9, Prevention of Violence in the Workplace Page 3 E. Report immediately any conduct occurring on a Deschutes County's worksite, or site related to Deschutes County's work activity, which may constitute a threat or act of violence. This includes conduct that is received or witnessed directly or reported by a third party. Every employee or County representative is empowered to take immediate action by calling law enforcement representatives through 911. F. Notify managers of other Deschutes County departments, or other occupants in co-housed buildings or other locations, who may be affected, of clients or visitors who are considered to pose a potential immediate threat. Deschutes County departments will develop and provide staff with a safety plan, including a description of the client or visitors. G. Inform employees and volunteers that if they are involved in a non-work related or domestic situation which may pose a risk to the workplace, that they are encouraged to inform their supervisor or Risk Management. This is voluntary. Management will obtain the employee's consent before notifying staff that are determined necessary to carry out a safety plan. H. Inform employees who apply for or obtain a protective or restraining order that lists County locations as protected areas they must provide copies of any restraining order documents to their direct supervisor, who will in turn provide Risk Management with a copy of the restraining order. Risk Management and/or department managers will evaluate and determine County staff that wi11 be notified to carry out a safety plan. 1. Inform employees, volunteers, contractors, and visitors who witness conduct which may violate this policy they, without fear of retaliation, shall report such conduct in a tnatiner consistent with reporting procedures specified elsewhere in this policy. J. Understand individual offices are encouraged to review their departmental emergency plan with Risk Management and local law enforcement. Training Components A. Risk Management and County departments will assess the level of risk within Deschutes County worksites and provide job-appropriate information and/or training to employees whose job duties are likely to expose them to aggressive persons or threats of violence. Workplace violence training will be provided on a quarterly basis through Risk Management. Risk Management will provide curriculum and invite non-County professionals to present training materials (e.g., training components addressing specific classes of violence including domestic violence awareness). B. Based on an employee's or volunteer's job duties and reasonably anticipated risk of exposure to threats or acts of violence, some or all of the following training elements shall be included, no later than six months after the effective date of this policy, or by the completion of trial service for new employees and orientation for volunteers: o Identification of warning signs of potentially violent persons. o De-escalation skills for dealing with aggressive behaviors including the aggressive behavior of mentally ill persons or substance abusers. o Building security. o Field work and/or travel safety. o Home visit safety. C. Supervisors, or employees with lead roles, and other employees or members of management whose job responsibilities may involve responding to issues of workplace violence, shall receive training or Policy No. HR-9, Prevention of Violence in the Workplace Page 4 1 information on some or all of the following topics, no later than six months after the effective date of this policy, or by the completion of trial service for new employees and orientation for volunteers: o Domestic violence--possible indicators of abuse and response. o How to conduct a critical-incident debriefing. o How to conduct an investigation, how to complete an incident report, whom to notify within and outside of the department, and how to route the report form. o Role of Employee Assistance Program. o Safety-committee role and other levels of review within the department. o Clarification and training on what behaviors or acts are inappropriate and constitute violence as provided by the definitions. Approved by the Deschutes County Board of Commissioners (date) Dave Kanner County Administrator Policy No. HR-9, Prevention of Violence in the Workplace Page 5 FR n T U { Deschutes County Administrative Policy No. HR-10 Effective Date: October 27, 2004 NON-HARASSMENT AND NON-DISCRIMINATION POLICY STATEMENT OF POLICY It is the policy of Deschutes County to implement and enforce a "zero tolerance" policy prohibiting any form of harassment or discrimination, and to maintain a work environment that is professional, respectful and accessible to its employees and to protect the rights of its employees. APPLICABILITY This policy applies to all Deschutes County personnel, and to agents of and contractors to the county. POLICY AND PROCEDURES Title VII of the Civil Rights Act of 1964, ORS 659A.030, and other Oregon and federal laws prohibit harassment or discrimination on the basis of certain protected classes. This policy establishes Deschutes County's commitment to provide a work environment which is free from harassment or discrimination. GENERAL STATEMENT: To maintain a work environment that is professional, respectful and accessible to its employees and to protect the rights of its employees, Deschutes County continues to implement and enforce a "zero tolerance" policy prohibiting any form of harassment or discrimination. DEFINITIONS: A. Harassment: For purposes of this policy, "Harassment" is defined to mean behavior that is unwelcome, personally offensive, or fails to respect the dignity of co-workers and which is based on gender, race, color, age, religion, disability, marital status, family status, national origin or any other "protected class" established by Oregon or federal law. B. Sexual Harassment: For purposes of this policy, "Sexual Harassment" is defined to mean harassing behavior based on sex or gender and includes, but is not limited to sexual advances, requests for sexual favors, and other verbal or physical conduct which is of a sexual nature or is based on gender, where: Submission to such conduct is made, or implied to be, a term or condition of employment; Submission to, or rejection of, such conduct is used as a basis for employment decisions; or Such conduct has the effect of interfering with an employee's work performance, or creates a work environment which is intimidating, uncomfortable or offensive. Policy # HR-10 Non-Harassment and Non-Discrimination Conduct which may constitute sexual harassment under this policy includes, but is not limited to: • Leering, innuendo, teasing, jokes, remarks, questions, or comments of a sexual nature. • Unwelcome flirtation, propositions, sexual advances or gossip or comments about an employee's sexual or interpersonal relationships. • Subtle or overt pressure for sexual activity. • Displaying or sending by any form of written communication (including e-mail), sexually graphic, suggestive or nude photographs, cartoons, graffiti, posters, calendars, pin-ups or other writings. • Verbal or physical abuse of a sexual nature, or because of an employee's gender. • Language of a derogatory or demeaning nature which is directed primarily to one gender. • Intentional physical contact which is sexual in nature, such as touching, pinching, patting, holding or brushing up against an employee's body. C. Discrimination: For purposes of this policy, "Discrimination" is defined to mean unequal and unfavorable treatment of an employee which is not permitted by Oregon or federal law and which is based on the employee's gender, race, color, age, religion, disability, marital status, family status, national origin or any other "protected class" established by Oregon or federal law. POLICY: 1. Harassment of or discrimination against employees or volunteers of Deschutes County is prohibited by Deschutes County. 2. This "zero tolerance" policy prohibits not only harassment or discrimination committed by co-workers, supervisors, managers, department heads and elected officials, but also harassment or discrimination committed by volunteers, suppliers, vendors, contractors, service providers and other third parties who have interaction with Deschutes County employees. 3. Deschutes County will promptly investigate all reports, complaints or incidents of alleged violations of this policy which Deschutes County management becomes aware of and will take appropriate corrective action in all cases in which it is determined by the Deschutes County Personnel Department that a violation of this policy has occurred. 4. Any form of retaliation against any employee who reports, makes a complaint of or provides information regarding any alleged harassment or discrimination is prohibited by Deschutes County. Policy # HR-10 Non-Harassment and Non-Discrimination RESPONSIBILITIES: Elected officials, department heads, managers and supervisors are charged with the responsibility of implementing, enforcing and making employees aware of the protections and procedures of this policy. Department heads, managers and supervisors who become aware of conduct which may violate this policy are required to report the alleged conduct as soon as reasonably possible, not exceeding seven (7) calendar days, to the Personnel Services Manager. Department heads, managers and supervisors who do not report to the Personnel Services Manager conduct that may violate this policy will themselves be subject to disciplinary action, up to and including possible termination of employment. The Personnel Department is responsible for reviewing all complaints of alleged harassment or discrimination, all complaints of alleged retaliation, for providing oversight of the investigation of all complaints of alleged harassment, discrimination or retaliation, for determining if a violation of this policy has occurred and, if it is determined that a violation of this policy has occurred, for implementing any corrective action! The Personnel Department is also responsible for coordinating and overseeing all training of County managers, supervisors and employees regarding this policy. When a complaint of alleged harassment, discrimination or retaliation is received by the Personnel Services Manager, the Personnel Department shall consult with County Legal Counsel and, if practicable, with the County Administrator and the County Risk Manager to determine an appropriate course of action before initiating any investigation, before determining if a violation of this policy has occurred and before approving any corrective action. All employees have a shared responsibility with management to work towards the elimination, correction and prevention of harassment and discrimination in the workplace. It is the responsibility of each employee who feels that he or she has been subjected to any form of harassment or discrimination to bring the situation to the attention of Deschutes County management so that management can appropriately investigate and address the situation. Any employee who has questions or concerns regarding this policy at any time is expected to address such questions or concerns to his or her supervisor, department head or to the Personnel Services Manager. PROCEDURES: A. Reporting Harassment or Discrimination Employees who personally experience, witness or obtain knowledge of conduct they believe to be harassment or discrimination shall report such conduct to any of the following, and need not proceed through any applicable chain of command: The immediate supervisor of the employee who is the alleged victim or of the employee who is the alleged harasser or discriminator. t In any case in which alleged conduct that may violate this policy involves the Personnel Department, the conduct shall be reported to the County Risk Manager who will assume all responsibilities under this policy of the Personnel Services Manager and the Personnel Department regarding review of complaints or reports of alleged harassment or discrimination, regarding investigation and regarding implementing corrective action. Policy # HR-10 Non-Harassment and Non-Discrimination • The head or manager of the department, division or work group of the alleged victim or the alleged harasser or discriminator. • The Personnel Services Manager (385-3208) • The County Risk Manager (385-3217) • The County Administrator (388-6565) Reports or complaints may be made orally or in writing. Oral complaints will be written down by the person receiving the complaint or by the Personnel Services Manager. B. Protection Against Retaliation When a complaint or report of alleged harassment or discrimination is received, the accused employee and the alleged victim shall be informed of the County's prohibition against retaliation. Employees who feel they have been subjected to retaliation are encouraged and expected to report any such retaliation to any person listed in Section A above or directly to the Board of County Commissioners. C. Investigation of Alleged Harassment, Discrimination or Retaliation In all cases of alleged harassment, discrimination or retaliation, the Personnel Department shall make an initial determination of whether the alleged conduct may violate this policy. If it is determined by the Personnel Department that any alleged conduct may violate this policy, an investigation will be conducted to determine if a violation of this policy has occurred. The level of investigation will be determined by the Personnel Department. Any investigation will be commenced promptly, will be conducted in a fair and expeditious manner, and will, when practicable, be concluded within thirty (30) calendar days from the date the report or complaint of the alleged harassment, discrimination or retaliation is received by a person listed in Section A above. The results of each investigation will be summarized in writing by or for the Personnel Department and will be provided to the department head or department heads of the alleged victim and the alleged harasser or discriminator unless the department head is the alleged harasser or discriminator in which case the written investigation report will not be given to that department head. A copy of each written investigation report will be given to the Personnel Services Manager, the County Administrator, County Legal Counsel and the County Risk Manager unless one of those individuals is a subject of the investigation as a complainant, alleged victim or alleged harasser or discriminator in which case the report will not be given to that individual. The alleged victim, each complainant and the alleged harasser or discriminator will be informed at the conclusion of the investigation whether the alleged conduct constituted a violation of this policy. D. Corrective Action After an investigation is conducted, appropriate corrective action will be taken in all cases in which it is concluded by the Personnel Department that a violation of this policy has occurred. Policy # HR-10 Non-Harassment and Non-Discrimination Corrective action options include, but are not limited to, counseling, warning, further training or instruction, reassignment, oral or written reprimand, suspension without pay, dismissal from employment or other disciplinary action which is consistent with any applicable collective bargaining agreement or the County Personnel Rules given the nature and seriousness of the conduct and all relevant circumstances. After the written investigation report is submitted, the responsible department head or manager will confer with the Personnel Department to determine what corrective action is appropriate. Any corrective action must be approved in advance by the Personnel Department. The implementation of corrective action must be documented in writing by the department implementing the corrective action. Deschutes County retains its authority and prerogative to take corrective or disciplinary action to address any behavior which does not constitute a violation of this policy. The alleged victim and each complainant shall be informed whether any corrective action has been taken. E. Appeals If any alleged violation of this policy is made the subject of a grievance under a collective bargaining agreement or the Deschutes County Personnel Rules, the appeal of any determination made under this policy shall be made in accordance with the grievance procedures established by the applicable collective bargaining agreement or the Deschutes County Personnel Rules. If any alleged violation of this policy is complained of but not through filing a grievance, then the appeal of any determination made under this policy shall be made to the Deschutes County Board of County Commissioners. Any such appeal must be submitted to the Board in writing within ten (10) calendar days after the date the complainant and the alleged victim are notified of the determination. The Board shall consider and decide any such appeal within thirty (30) calendar days after the appeal is submitted in writing to the Board. The Board will issue a written decision concerning the appeal. The Board, at the sole discretion of the Board, may, but is not required to, convene a hearing to consider the appeal before the Board issues a decision regarding the appeal. Appeals of any corrective or disciplinary action imposed pursuant to this policy shall be taken in accordance with the grievance procedures established by the applicable collective bargaining agreement, or, if no collective bargaining agreement applies, by the Deschutes County Personnel Rules. Approved by the Deschutes County Board of Commissioners October 27, 2004. Dave Kanner County Administrator Policy # HR-10 Non-Harassment and Non-Discrimination Deschutes County Finance Policy No. F-1 Effective Date: REIMBURSEMENT FOR MISCELLANEOUS EXPENSES AND EXPENSES INCURRED WHILE TRAVELING ON COUNTY BUSINESS STATEMENT OF POLICY It is the policy of Deschutes County to allow for reasonable and necessary travel (including lodging, meal and transportation) expenses and certain miscellaneous expenses shall be approved for reimbursement. It is preferable that payments are made directly to vendors for purchases; however, in some cases an employee may have to incur expenses on behalf of the County. APPLICABILITY This policy applies to all County personnel authorized to incur expenses while acting within the scope of employment with Deschutes County. POLICY AND PROCEDURE The following reimbursement guidelines will apply: I Request for reimbursement must be submitted on a DESCHUTES COUNTY EMPLOYEE REIMBURSEMENT FORM (see attached copy). The form must be completed in its entirety, signed by the employee and approved by the employee's department head or the department head's designee. A completed DESCHUTES COUNTY ACCOUNTS PAYABLE VOUCHER, with the approved employee reimbursement form attached, should be forwarded to the Finance Department for processing. 2. Generally; requests for reimbursement must be made within 60 days of the date the expense was incurred. If the reimbursement request is $10 or less, employees MAY be reimbursed through the department's petty cash fund, if such funds are available and if appropriate documentation is submitted to the department's petty cash"custodian. 3. Each reimbursement request for any out-of-state travel MUST be accompanied by a copy of the approved Out-of-State Travel Authorization Form (see attached copy). The form must be completed in its entirety, authorized by the initiating department head and approved by the County Administrator and the Board of Commissioners prior to the initiation of any travel arrangements. Out-of-state travel that is directly work related, benefits the county and requires no expense on the part of the county may be approved by the department head. 4. Mileage will be reimbursed at the rate allowed by the IRS at the time the mileage was incurred. The rate is adjusted periodically, as announced by the IRS (normally each January). 5. When possible, employees shall use the County's existing accounts with vendors, local and non-local, or shall establish credit with vendors instead of using their personal funds for payment of expenditures incurred for the benefit of the County. It may be more convenient and expedient for an employee to incur expenses on behalf of the County; however, employees are encouraged to make these County- related expenditures only when necessary. Policy #F-1, Travel and Miscellaneous Expense Reimbursements Page 1 of 3 Such purchases should be limited to the following items: a. Lodging and meals purchased while on County-related business. b. Public transportation (buses, subways, & taxis) c. Airfare, if Internet fare is less than that available through local travel agency. While not an all-inclusive list, the following are examples of items that employees should NOT purchase with their own funds: a. Furniture b. Equipment c. Office fixtures d. Computer hardware & software e. Professional services and other labor £ Subscriptions g. Books h. Office supplies 6. Payment to vendors for lodging and conferences will be made in advance when appropriate, supporting documentation (e.g. lodging reservation invoice., conference registration form) attached to an approved Accounts Payable Voucher is submitted to the Finance Department at.least three weeks prior to the date the payment is required. 7. No cash advances for travel will be allowed. 8. Original receipts or invoices must be submitted with reimbursement requests, with the exception of reimbursement requests for the actual cost of meals incurred during employment-related travel (see #11. a.). Receipts and invoices are itemized'.] istings of all charges.' An exception may be granted if a written explanation is provided when a receipt or invoice is either unavailable or lost. 9. It is expected that the least expensive mode of transportation available will be used. 10. Lodging expenses will be reimbursed at actual cost and generally should not exceed the maximum amounts established by theU.S. General` Services Administration "GSA" (see #12). See exceptions to this maxiinum discussed in paragraph 13. 11. Meal reimbursement. a.' MEAL COST INCURRED DURING EMPLOYMENT-RELATED TRAVEL: Employees will be reimbursed for actual cost of meals incurred while on overnight employment- related travel outside of Deschutes County, up to the maximum amounts established by the GSA for employment-related travel. As the County cannot reimburse for alcoholic beverage purchases, such expenditures should not be included in the requested reimbursement. Receipts for meals incurred during employment-related travel are not required. Cities not listed or located in listed counties will be reimbursed at the standard CONUS rate noted on the Per Diem tables, as required by IRS regulations, except that employment-related travel expenses incurred in Salem, OR, shall be reimbursed at the rate(s) established by the GSA for Eugene, OR.. b. OTHER MEAL COST: Employees will be reimbursed for actual cost of meals incurred while attending employment-related meetings, also referred to as business meetings. Receipts for such meals are required for reimbursement (See #8 for description of receipt.) In addition to the receipt, the business purpose of the meeting and the names of those attending the meeting should be noted on the reimbursement request. If names of those in attendance at the business meeting are not available, a description of the group and the number of people in the group should be noted. As the County cannot reimburse for alcoholic beverage purchases, such expenditures should not be included in the requested reimbursement. Policy #17-1, Travel and Miscellaneous Expense Reimbursements Page 2 of 3 r 12. Maximum rates for meal reimbursements incurred during employment-related travel are established by the GSA. Maximum rates are based on locality. In the event the employee is in more than one locality during employment-related travel, the maximum rate allowable (see #11. a.) is the locality in which the reimbursable expense was incurred. A link to GSA's website is on the County's intranet home page, (the first link listed under Finance) and can also be accessed directly at www.gsa.gov/nerdiem. These rates, presented in the column labeled "M & IE rate" include taxes & gratuity. Please note: the M & IE rate includes an amount for incidental expenses ("IE"); therefore the maximum meal reimbursement is the M & IE rate less the incidental allowance stated on the GSA website. A copy of the per diem rate information from the website MUST be attached to the DESCHUTES COUNTY EMPLOYEE REIMBURSEMENT FORM. If request is for other than full day, (e.g., lunch is provided at a workshop, therefore, reimbursement is 'Iimited to breakfast and dinner), reimbursements are based on the following percentages of the daily meal rate: Breakfast - 20%; Lunch - 30%; Dinner - 50%. Meals included in the cost of lodging, conference or workshop registration fees (as part of the base registration fee), airfare or if they are provided at no expense to the employee, should not be included as part of the employee reimbursement request, and -ill not be reimbursed to the employee. Additionally, when the cost of lodging, conference, workshop or airline ticket rate includes a meal, the employee will not be reimbursed for any additional cost incurred for an alternate meal. 13. The following exceptions may be authorized if approved by 'the County Administrator: ➢ The cost of a meal in excess of maximum' allowance included as part of a conference or seminar registration fee. ➢ The lowest priced room at a conference exceeds the maximum lodging reimbursement, or there are circumstances that do not allow the employee to secure lodging below the maximum level. An explanation must be included -with the Employee Reimbursement Form. ➢ Internet purchases using personal credit cards. Note: Any request for reimbursement that does not meet the guidelines set in this policy will be returned to the department of origin. Approved by the Deschutes County Board=of Commissioners [date] Dave Kanner County Administrator Policy #F-1, Travel and Miscellaneous Expense Reimbursements Page 3 of 3 Deschutes County Administrative Policy No. F-2 Effective Date: TRAVELING ON COUNTY BUSINESS STATEMENT OF POLICY It is the policy of Deschutes County that travel for County business shall be limited to travel that is necessary and shall be done in a cost-effective manner. APPLICABILITY This policy applies to all employees, agents, volunteers and elected officials of Deschutes County. POLICY AND PROCEDURE In General Deschutes County recognizes that it may from time to time be necessary to travel for training, professional conferences and business meetings. Employees, agents and elected officials ("employees") shall travel only when absolutely necessary and when travel does not interfere with or disrupt regular county operations for which the employee's presence is required. Employees are expected to be conservative in lodging, meals, and transportation expenses. Conservative means the least expensive method reasonably possible. All modes of transportation coupled with accommodations are to be considered. For airline travel, it is intended that low cost plane fares will be used irrespective of mileage reimbursement and/or additional hotel daysincentives at higher fares. For overnight travel, it is also expected that reasonably priced hotels will be selected in safe neighborhoods, conveniently located near meetings or conferences.' Employees should consider the cost of their time in determining the most appropriate mode of transportation and may, with the approval of their depatttment head, use airline travel rather than car travel to avoid overnight stays and unnecessary days away from their primary job site when traveling to locations served by, direct flights from the Redmond Airport, such as Portland or Seattle. During winter months, employees' shall consider personal safety in determining the most appropriate form of transportation. Out-of-State Travel Due to the' expense, out-of-state travel should be rare and should be undertaken only when there is no viable in-state alternative. All out-of-state travel requires advance approval per the terms of Policy No. F- l, Reimbursement' for Miscellaneous Expenses. Policy No. F-1 notwithstanding, out-of-state travel by Sheriff's Office or District Attorney's Office personnel for official law enforcement or prosecutorial business, including but not limited to prisoner extradition or witness interviews may be approved by the Sheriff or District Attorney with no further approval required. Requests for out-of-state travel will be considered on a case-by-case basis. In general, out-of-state travel shall be approved under the following circumstances: • It is for training that is directly related to an employee's essential job functions and no comparable training is available in-state or is not provided in-state in a timely manner; • It is for continuing education or accreditation required for a professional license or certification an employee must maintain and no comparable programs are available in-state or are not provided in-state in a timely manner; • It is for an annual conference of a professional association that provides unique training or educational opportunities for an employee who is a member of the association; Policy No. F-2, Traveling on County Business Page 1 • It is for the furtherance of County interests before other government agencies with legislative or financial control over matters that directly impact Deschutes County. Automobile Travel In-state travel shall generally be done by automobile. Employees shall use a county owned vehicle for such travel, unless the use of a personal vehicle is approved per the terms and conditions of Policy No. RM-1, Driving on County Business. Out-of-state travel shall be done with the most cost-effective means of transportation available. Only those County automobiles insured for out-of-state travel shall be used for such purposes. If no such vehicles are available, employees shall use a personal vehicle or a rental vehicle, whichever option is the least costly. If an employee combines personal business or vacation/time management' leave with the business travel, the employee must use a personal vehicle. If the use of a personal vehicle is not permitted by the employee's supervisor, the employee may not combine personal business or vacation/time management leave with the business travel. Car Rentals and Shuttle Services When traveling by rail, bus or air, employees may rent cars, at county expense, only if no shuttle or taxi transportation to their destination is available, or the shuttle or taxi is unavailable, or the cost will exceed the car rental. Employees who find shuttle services inconvenient may"rent cars at their own expense and be reimbursed up to documented shuttle rates. Whenever a car is rented for county business purposes, all offered liability insurance must be purchased. Trip Changes Occasionally trip plans will change after the employee has begun the trip. The county will cover the cost of additional meals, hotels, and taxi/shuttles if the charge is the result of canceled or delayed flights, road closures, earthquakes, or other disasters. Expenses for employees who choose to change plans for any other reason will not be paid;by the county and any additional time off will not be considered work time. Length of Trip No additional days of travel beyond the conference and the minimal amount of time needed to reach the destination and/or return will be paid by the county_ Employees required to stay over a Saturday in order to take advantage of a low-cost airfare shall not be charged vacation time and shall have expenses paid. Other exceptions must be approved by the County Administrator's Office. Employees who otherwise extend a trip shall do so only with the advance approval of their department head and at their own expense and time. Reimbursement, Employees who are authorized to use their personal vehicle for county business or travel are entitled to reimbursement at the maximum rate allowed by the IRS unless otherwise provided by a collective bargaining agreement. Procedures for mileage reimbursement are contained in Policy No. F-1, Reimbursement for Miscellaneous Expenses. Approved by the Deschutes County Board of Commissioners ((((date)))) Dave Kanner County Administrator Policy No. F-2, Traveling on County Business Page 2 1 Deschutes County Administrative Policy No. IT-1 Effective Date: COMPUTER, E-MAIL AND MOBILE COMPUTING DEVICE USE STATEMENT OF POLICY It is the policy of Deschutes County to ensure that electronic mail, internet, intranet, and county computers (County Computer Resources) within Deschutes County computer systems are used appropriately and the use is consistent with Oregon Public Records and Government Standards and Practices laws. APPLICABILITY This policy applies to all Deschutes County personnel andvolunteers who use county computer resources. POLICY AND PROCEDURES In General Except as outlined below, Deschutes County computer equ"fpment, including without limitation hardware, printers, PDA's, laptops, mobile -computing devices, software and other electronic information technology (herein collectively "Computer Resources") are to be used only for County business. As used in this policy, references to the Information Technology Department shall include the person or persons designated by the Director of the Road Department and the Director of 9-1-1 to perform such functions on behalf of the Road Department and 9-1-1 respectively. The County may access, enter and inspect County property assigned to individual employees at any time without notice, including buf not limited to computer hard drives, software, files, E- mail, etc. County errrployees' use of County Computer Resources must comply with any and all service or contractual agreements with commercial service providers. County Computer Resources are provided and shall be used to conduct County business. The County encourages authorized employees to use County Computer Resources as communications, business and research tools. These tools will allow employees to communicate with the public and other audiences, provide information about County Systems and programs, and conduct County business. County Computer Resources, including the Internet, provide access to a wide range of valid and valuable research tools and information. The County may keep a log of employees' Internet use and E-mail. These are considered public records and, unless they qualify for legal exception, are subject to disclosure to the public. Although information contained on County Computer Resources may be considered public records, each employee has the responsibility to ensure that employee's data is adequately protected against unauthorized access by complying with the access controls and other security measures provided by the County. Each employee should take prudent and reasonable steps to limit access to that employee's accounts and passwords. An employee's passwords and accounts Policy # IT- I, Computer and Mobile Computing Device Use Page I must remain confidential and should be changed frequently. When changing a password, common personally related words, such as family member or pet names should be avoided. Incidental Personal Use Limited minor and incidental personal use which otherwise complies with this policy and which does not interfere with County business is permitted unless this type of use is suspended or terminated for operational or disciplinary reasons (including violation of this policy) by the employee's Supervisor or Department Head. For the limited purpose of compliance with the State Ethics Law (ORS 244.040) this incidental use is considered part of an employee's compensation package. Examples of limited minor and incidental personal use would be: on non-work time (lunch, breaks and before and after regular work hours), an employee can send and receive personal E- mail, or view an Internet site to check the price of and occasionally purchase an airline ticket; make an occasional investment in his or her deferred compensation account, submit an insurance claim, or sell a used book. County Records Unless otherwise specified by written agreement, all software programs, electronic documents, and data generated and/or residing on the County computer equipment or generated by County employees or others at the direction of the County, and all County Computer Resources are County records and therefore County property. The County reserves the right to access and disclose all messages sent over the E-mail system for any purpose, including the right to disclose E-mail messages to law enforcement officials without prior notice. E-mail messages may be accessed and reviewed at any time by the Department Head, the County Administrator, the Information Technology Director or County ! Legal °Counsel; they may also be accessed and reviewed by computer support staff for the limited purpose of providing support services. The County further retains the discretion.to assert any applicable privileges and objections if a public records request or discovery request is -made for any County E-mail or other information contained in the County Computer Resources. An employee desiring the County assert a privilege or objection under the Public Records law with respect to County E-mail shall notify the Department Head who in consultation with Legal Counsel shall make a final determination. All use of County computer' resources shall comply with all federal and state confidentiality laws including, but not limited to, the Health Information Portability and Accountability Act of 1996 ("HIPAA") and with all County policies regarding confidentiality. Acceptable Internet Use. Acceptable uses of the Internet include, but are not limited to, communication or Internet activity that is in direct support of County-budgeted programs and activities. In addition, the following is a general list of acceptable County use of the Internet; it is not intended to be exhaustive: a. Communication for County purposes with other federal, state, or local government agencies, their staffs, committees, boards and/or commissions. b. Communication for job-related professional development, to increase knowledge of issues in a field or subfield of knowledge. C. The use of worldwide webs or search engines to research work-related topics. d. Any other administrative communications or activities that are in direct support of County programs. E-mail use. Policy # IT- 1, Computer and Mobile Computing Device Use Page 2 r E-Mail should be used as a tool only by County employees or other users authorized by the Department Head for County business purposes. Users should not expect privacy, but observe courtesy and good security practices. There are a variety of ways an E-mail communication can be disclosed to people other than the intended recipient. Deschutes County has the right to monitor the usage of any County Computer Resources. All E-mail sent to or from County computer resources are public records, whether in printed or electronic form, and are subject to the disclosure and inspection provisions of ORS 192 as it currently exists or may from time to time be amended. E-mail, Intranet messages and downloaded files shall be retained and destroyed in accordance with retention schedules issued by the Oregon Secretary of State, Archives Division. Records may be retained either in hard copy or electronic format. If a hard copy of the E-mail message or downloaded file is printed, then the electronic version may be deleted. One version should be kept according to the applicable retention schedule and subject-to the Oregon Secretary of State, Archives Division. Questions about retention of E-mail messages (or ether public records) shall be directed first to the department head, then, if necessary,, to County Legal Counsel. The intended recipient of an E-mail communication can forward information to a third party without the sender's knowledge. In addition, Deschutes County shall not be responsible for Internet or E-mail communications that are misdirected or disclosedto third parties due to human or system error, nor for communications disclosed in the course of maintaining the system or fixing a system problem, nor for communication intercepted by ttnauthorized individuals. E-mail should be used wisely. It is appropriate to use E-mail to exchange County business- related information with colleagues, provide project updates and status reports, share meeting times and scheduling information, provide reports and information that have been requested by the other party, and let a Supervisor know of;--important changes and developments. If an employee receives an inappropriate E-mail, he or:she should take appropriate steps to inform the sender to not send such E-mail, notify their management about the inappropriate email, forward the message to no one other than IT -to block future messages from the same source if blocking is possible, and thereafter delete the message. The._employee should contact the IT Department if assistance is-needed. Due to the potential for disrupting employees' work County-wide E-mail broadcast (to "Everyone") should be used only in very limited situations and may not be sent without the prior approval of the Public Communications Coordinator and/or the County Administrator. All-staff E-mail may be sent without prior approval in cases of personnel announcements, countywide outages of telephone, HVAC; or other support systems, or in cases of scheduled computer maintenance that willlimit access to programs and applications. All-staff E-mail will be approved when it is necessary to reach a majority of County employees regardless of work location and work hours and will be limited to messages that comply with this policy and meet all the following criteria: • The message is clearly related to County Business. • The message is of potential interest and benefit to a majority of County employees. • The message promotes events that are accessible by County employees regardless of work location and work hours. • The message does not contain a solicitation of funds for the benefit of a private party, including a private non-profit group, except for the annual United Way campaign. • The message contains information of a time or date sensitive nature that makes E-mail more reasonable than use of the County's Intranet or other means of communication. Policy # IT- 1, Computer and Mobile Computing Device Use Page 3 Prudent Exercise of Judgment Employees must represent Deschutes County's best interests, with a prudent exercise of judgment in the use of County Computer Resources. This includes avoiding visiting pornographic sites or "sounding off' in public forums for example, chat rooms, newsgroups and mailing lists. When logged in from a site that is identifiable with Deschutes County, employees will avoid any communications or activities that are libelous, harmful to Deschutes County's reputation or are unauthorized expressions of County policies. Employees shall respect the rights of others. Employees shall not copy or distribute any copyrighted material found on the Internet. Employees are to treat 'all material as copyrighted, unless the author has given his or her permission for the material to be redistributed. Employees shall avoid monopolizing systems, connect time, disk space and other computer resources. The Information Technology Department shall be contacted to restore backed-up data files. All persons accessing county computer resources froin remote locations are required to have virus checking software installed on the computer equipment used to access the county computer resources. The virus checking software must be operational and must be at the latest release. Unacceptable Use of County Computer Resources Employees are strictly prohibited from using County Computer Resources in connection with any of the activities described below. This list is illustrative of prohibited activities and is not intended to be all-inclusive. If a prohibition exists in any applicable state or federal law, administrative rule, other administrative procedure or directive established within the employee's department, it is likewise applicable and incorporated by reference herein. While limited minor and incidental personal use is permitted, such use does not include or permit any prohibited activity. Prohibited activities: • Attempting to Or circumventing, reducing, or defeating security or auditing systems of County Computer Resources or those of any other organization without prior authorization' from County Legal Counsel or the IT Director. • Taking any action that attempts to or renders the user's computer equipment unusable or that interferes With another's use of County Computer Resources including any activity around ,the' workstation that may result in damage to any County Computer Resources. • Obtaining unauthorized access to any computer system. • Using another individual's password, account or identity without explicit authorization of the individual, unless this is approved by the department head, the IT Director, County Legal Counsel, or the County Administrator. • Providing the employee's own password, access identifiers or other access to County Computer Resources, to anyone not authorized by the department head or IT Department. Policy # IT- 1, Computer and Mobile Computing Device Use Page 4 • Monitoring or intercepting the files or electronic communications of employees or third parties, unless this is approved by the department head, the IT Director, County Legal Counsel, or the County Administrator, law enforcement officials or as an authorized use of a particular software program (e.g., calendar management). • Engaging in illegal, fraudulent, tortuous, libelous or malicious conduct. • Downloading software off the Internet without previous authorization from the IT Department. • Except as allowed under any software license and as authorized by the IT Department, copying or downloading any software from or onto County Computer Resources. No unauthorized software or hardware is permitted on County Computer Resources. Any commercial software residing on County Computer Resources shall be purchased through an authorized vendor or otherwise lawfully obtained. Except as otherwise allowed under the'"software license obtained by the County, and except for backup/archival purposes, software owned by Deschutes County or installed on County Computer Resources is covered under the copyright laws and shall not be copied, duplicated, or installed on any other computer resource. • Soliciting or supporting political or religious causes or beliefs unless otherwise allowed under ORS 260.432,for elected officials. • Using County Computer Resources in a manner that would constitute or might be construed by a reasonable person to constitute an endorsement of a specific commercial entity. • Working on behalf of organizations without any professional or business affiliation with Deschutes County, or working on behalf of organizations with such affiliation but outside of the specific County business with them. • Except as expressly authorized by the department head, the County Administrator or the Board of County Commissioners as a matter of County concern, using County Computer Resources to solicit for non-profit or charitable activity. • Sending, printing, or storing offensive, obscene, or defamatory material. This includes initiating or circulating a report, knowing it to be false, concerning an alleged or impending fire, explosion, crime, and catastrophe or other emergency, while intending to cause public inconvenience or alarm. • Sending uninvited E-mail of a personal nature. • Visiting or viewing pornographic Internet sites, downloading pornographic materials from the Internet, sending or retrieving sexually explicit or objectively offensive messages, cartoons or jokes, ethnic slurs, racial epithets or any other statement or image that might be construed as Harassment (as defined by either ORS 166.065 or the County's Nonharassment Policy), disparagement, libel, or discrimination based on age, marital status, sex, race, sexual orientation, national origin, disability, or religious or political beliefs. Policy # IT- 1, Computer and Mobile Computing Device Use Page 5 • Annoying or harassing other individuals, including any prohibited form of Harassment or forging another's identity or attempting to conceal the origin of the message in any other way. • Distributing or storing chain letters, solicitations, junk mail, spam, offers to buy or sell goods, or other non-business material of a trivial or frivolous nature. • Using County Computer Resources to play games during working hours. • Using County Computer Resources for personal financial gain or the financial gain of the user's family, or for the avoidance of personal financial detriment or the avoidance of personal financial detriment to the user's fain i ly. • Removing County Computer Resources from County premises without prior authorization from the Department Head. • Obligating the County to any subscription service (Internet, etc.) or incurring any long distance phone charges on County-paid phone. lines for modem connections without approval from the department head or IT Director. • Purchasing computer hardware, such as printers,or scanners, for use with County Computer Resources without first consulting IT to insure the hardware and its features are compatible with the Deschutes County computing environment. Mobile Computing Devices (MCDs) Mobile Computing Devices include personal digital assistants (PDAs), laptop computers, and cell phones with data access capabilities including, but not limited to Blackberrys and other smart phones iPods, tablet PCs, and other, portable electronic computer equipment. The Information Technology Department will support only those MCDs purchased and owned by the County. Support for County owned mobile computing devices includes installation, <training. and interfacing to Microsoft calendaring, e-mail, tasks, and notes. MCD's owned by County employees will not be supported. Non-County owned mobile computing devices may not be connected in any way to the internal County secure network. Assistance for non=County owned mobile computing devices will be limited to providing the configuration parameters necessary to establish a connection to approved County resources. The Information Technology Department will not assume responsibility for data loss on MCDs. Use of mobile computing devices to connect to County resources must be approved by the requestor's department head and the Information Technology Department. Mobile computing devices are computing and data storage devices. Mobile computing device users assume all responsibility for securing their mobile computing device and its data in accordance to the County computer usage policy, the guidelines presented in the County security training, and all federal, state, and local laws to which the data is subject. Express Waiver of Privacy Rights Employees and Volunteers should not expect personal privacy with respect to any of their activities using County computer resources. Deschutes County reserves the right to review any information, files or communications created, sent, used, stored, deleted, or received on its computer systems. Policy # IT- 1, Computer and Mobile Computing Device Use Page 6 11 The County has the right and the capability of restoring E-mail messages and visited internet sites that a user has attempted to delete. In exchange for the County assigning County Computer Resources to the employee and allowing the employee's use of Computer Resources, each employee expressly waives any privacy interest the employee may have in the use of County Computer Resources that is not in compliance with this policy. Enforcement. The County will investigate any alleged abuses of its computer equipment resources. As part of the investigation, the County may access the electronic files of its employees. The County reserves the right to periodically conduct system audits including the review of all files of all County computer systems to ensure proper use of its computer resources. Although the county wishes to ensure that the personal information of its employees is protected, in the course of its investigation, the County may reveal private, employee-related information to other employees. Employees violating any aspect of this policy may have their access to computer resources restricted and are subject to discipline, up to and including termination of employment. Furthermore, employees using County Computer Resources for defamatory, illegal, or fraudulent purposes also may be subject to civil liability and/or criminal prosecution. Other policies Other computer equipment policies may be implemented' by departments which augment this policy. Under no circumstances, however, will these other policies be less restrictive than this policy. The Information Technology Director shall develop and-annually review and update Information Security Procedures for the protection of the confidentiality, integrity and availability of County data assets. These procedures' shall specifically ;address data access, system security and log-in controls, audit processes, physical security of computer and data resources, operational security and communications security. These procedures may, be reviewed as they are updated by the county administrator and/or the Board of Commissioners, but shall be exempt from public disclosure pursuant to ORS 192,501(23)(c), as it currently exists or may from time to time be amended. All users or county computer resources may be required to attend training in information security awareness. Implementation All employees including volunteers and those hired from employment agencies shall acknowledge in writing receipt of this policy and such acknowledgement shall be included in the employee's personnel file. Any questions relative to the intent or application of this policy should be directed to the County Administrator, who is delegated the responsibility to interpret and implement this policy. Approved by the Deschutes County Board of Commissioners, Dave Kanner County Administrator Policy # IT- 1, Computer and Mobile Computing Device Use Page 7 Deschutes County Administrative Policy No: RM-1 r Effective Date: DRIVING ON COUNTY BUSINESS & VEHICLE OPERATION STATEMENT OF POLICY It is the policy of Deschutes County to ensure that all operators of a vehicle used on official County business are qualified to drive and drive safely. This policy includes County-owned, privately owned, and rented motor vehicles used on County business. The purpose of this policy is to ensure the safety of the public, employees, volunteers and clients by determining that vehicle operators have sufficient knowledge of proper vehicle handling, as evidenced by a safe driving record. APPLICABILITY The provisions of this policy apply to any employee, elected official, agent or volunteer of the County who may drive a County, personal or rental vehicle on County business, or who may transport a passenger while driving on County business. If any provisions of this policy conflict with or differ from provisions of the vehicle operation standards for sworn law enforcement personnel of the Deschutes County Sheriff's Office standard operating procedures (e.g., "Pursuit Driving,"), then the provisions of the Sheriff's standard operating procedures shall prevail. POLICY AND PROCEDURE In General When driving is a condition of employment, the employment offer shall be made contingent upon verification of an acceptable driving history. No vehicle, while on County business; shall be operated by an improperly licensed driver, or by a driver with an unacceptable driving record as defined within this policy. County vehicles shall not be used for personal business or activities. Only authorized, emergency or on-call personnel may use an assigned vehicle for driving to and from work. Incidental stops (e.g., fueling, rest room stops, lunch breaks, etc.) may be necessary during the course of conducting County business. Such stops should be brief. along the normal route expected of that vehicle, and not account for mileage above that required for the conduct of the authorized County business. Abuse of this provision may be interpreted as misuse of County property. It is the responsibility of the Risk Manager to ensure that all vehicle operators have fulfilled the requirements of this policy including having on file current driver's license information on appropriate drivers. The employing department will ensure that finalists for positions have an acceptable driving history. The supervising department will annually verify compliance with personal vehicle insurance requirements for those representatives driving personal vehicles. Except in emergencies, only authorized drivers shall operate a County vehicle. Failure to adhere to the provisions of this policy may result in disciplinary action up to and including termination according to County policy and applicable collective bargaining agreements. Definitions For the purpose of this policy, unless otherwise specified, the following definitions shall apply: "Driver(s)" means any officer, elected official, agent, employee or volunteer who is authorized to drive on County business. Policy # RM-l, Driving on County BusinessNehicle Operator Standards Page 1 "County Business" means any County sanctioned activity performed within the scope of a driver's assigned duties. "Vehicle" means any authorized mode of transportation used to conduct County business (e.g., County or privately owned, leased, and/or rented vehicles and equipment). Motorcycles are not an authorized mode of transportation. Applicants Employment applications for positions that require driving will include a statement informing applicants that the employment offer will be contingent upon an acceptable and verifiable driver's license and driving history. The applicant shall provide a current Department of Motor Vehicles (DMV) certified court print of their driving history, dated within one week of a contingent job offer, to Risk Management and the supervising department. The driving record will be evaluated for acceptability of the driving standard as defined in this policy and Appendix A. The class of license will be appropriate to the vehicle operated during County business. The County will not reimburse applicants for the cost of obtaining driving records. Applicants, including internal candidates, who do not provide required documents, will not be considered for employment or promotion for positions that involve driving., If the position for which the applicant is being considered is subject to a background investigation, a review of the applicant's driving record shall be included in the background investigation. If the position is not subject to a background investigation, Risk Management and the supervising department shall request a DMV certified court print from the applicant. Out-of state applicants shall be required to obtain a copy of their driving record to be sent to the supervising department by fax or mail. Once residing in Oregon, the successful applicant shall obtain an Oregon Driver's license within 30 days of residency. Failure to obtain an Oregon Driver's license within 30 days of residency will end authorized driving privileges, which may lead to termination of employment for positions requiring driving responsibilities. Current Drivers The Risk Management Department shall order, maintain and review the driving records of any persons who use a vehicle to conduct County-related busffiCSS. Current drivers will have their DMV certified court print reviewed by Risk Management and the supervising department if they have been: I. Reassigned or promoted into positions that require driving (even if reassigned or promoted from a position that requires driving), and/or; 2. Involved in a collision or are convicted of a misdemeanor or felony traffic offense while driving on County business. A DMV certified court print will also be reviewed if a driver is involved in a collision or has been convicted of a traffic offense on his or her own time and it results in a change in their driving status. Drivers may use County vehicles only on official County business. Drivers who desire to utilize their own vehicles on official County business must provide to their supervisor current proof of insurance and renewals at minimum levels required by state law. Oregon Department of Motor Vehicle's (DMV's) "auto-flag" system will be utilized, which notifies Risk Management of changes to a driving record. Risk Management shall notify the supervising department of any changes that may affect a person's ability to drive on behalf of Deschutes County. Two or more suspensions or revocations within a five year period will be reviewed by the Risk Management Department. A case by case assessment will be made by Risk Management and the supervising department with regard to the cause of suspension, revocation, or other loss of driving privileges. Individuals covered by Policy # RM-1, Driving on County BusinessNehicle Operator Standards Page 2 this policy shall immediately report to their supervisor any changes in driving status, whether due to citations, suspensions, restrictions or revocation of driving privileges (whether on or off the job) or any other change in their driving status which violates the standard for an acceptable driving record. The supervisor shall notify Risk Management of any license status changes and Risk Management will rate the driver status, based on current requirements of this policy and as shown in Appendix A. Most accidents are preventable, and a frequency of accidents may indicate poor driver skills. Two or more accidents within a five year period shall be reviewed by the Risk Management Department and/or an Accident Review Committee. If applicable, a defensive driving course and/or other approved driver training may be required. Drivers with a history of "at-fault" accidents may be prohibited from driving on County business. The supervising department shall review driving status and insurance requirements of all their drivers at their annual performance review, or annually if performance reviews are not required (e.g., volunteers). Random reviews may also be conducted by Risk Management and/or the supervising department. Volunteers This policy shall also apply to anyone serving Deschutes County in a volunteer capacity who drives as a provision of their volunteer duties. Volunteers shall be required to complete a volunteer application packet and provide current proof of insurance if authorized to operate their personal vehicle for County business. Volunteers shall immediately report to their supervisor any change in driving and/or insurance status that may affect their ability to drive as a volunteer. Driver Education For those who drive on County business, operators of County owned or personal vehicles shall attend a county approved driver's education class and a refresher class every two years. Drivers who are involved in collisions or receive moving citations must take the next available driving class. Documentation of class completion will be monitored by. Risk Management and the supervising department. New drivers must take the first available driver's education class after hire. The County skid car program meets driver education requirements under this section. Using Personal Vehicles for County Business With supervisor approval, drivers may elect to use their personal vehicle on County business. They must fulfill the driver's education, requirements outlined above and have proof of insurance coverage on file with the supervising department. All drivers who use personal vehicles on County business must complete a Driver's License and Insurance Information form (Appendix B). Drivers shall be responsible for informing their supervisor of a change in insurance status after the initial proof of insurance is filed. Driving a personal vehicle on County business without the required insurance coverage may be grounds for termination from County service. When personal vehicles are used for regular County business, owners shall assure their supervisor that: The vehicle" is in good mechanical condition; The vehicle is insured with state-required minimums under Oregon law, and; A current driver's license and insurance information form is on file with Risk Management and the supervising department. When using a personal vehicle on County business, drivers will be subject to the same restrictions and requirements set forth for drivers of County vehicles. This includes the driver's education requirements, utilization of personal restraint devices, restrictions on passengers, and any other guidelines set forth in this or any other County policy statement. Drivers must request approval from their immediate supervisor prior to traveling on County business in a personal vehicle. In cases where prior approval is not received, it shall be the County's position that the travel is of a personal nature and not related to County business. Policy # RM-l, Driving on County BusinessNehicle Operator Standards Page 3 "Blanket" approval by a department director is allowable in those cases where selected staff members consistently utilize personal vehicles on County business. Rental Vehicles When using a rental vehicle for County business, County representatives shall confer with Risk Management to obtain appropriate liability and property damage insurance offered by the vehicle rental company. County Vehicles and Out of State Travel Specific County owned vehicles have been authorized for out-of-state travel. Deschutes County maintains a separate insurance policy on those vehicles, and their use shall be preauthorized. New drivers must be added to the policy held by Risk Management. Passengers It is generally the policy of the County not to transport passengers or other individuals who do not work for the County. It is recognized, however, that under certain circumstances such as prisoner transport or ride- along programs, that individuals other than County employees maybe passengers in a County or personal vehicle. The following are authorized passengers and are permitted to ride.in County-or personal vehicles that are used for County business: I . County employees and/or volunteers conducting County business 2. Officers and agents representing the County 3. Vendors and contractors working under a services contract with the County and covered by an employer's Workers' Compensation insurance 4. Participants in official County-business, training, tours and programs 5. Representatives of other governmental agencies working with the County 6. Family members in emergency situations, when no other means of transport is available 7. Law Enforcement K-9 units and Animal Control, authorized and certified assistive service animals, and animals used in therapeutic treatment programs by the Juvenile Department. Pets are not authorized. A restriction on passengers shall apply to personal vehicles for County business with the exception of a family member traveling with the County representative to seminars, conferences or other training activity that occurs outside of Deschutes County. Drivers on County business shall inform the passengers that the County will not be responsible for injury to passengers unless their presence in the vehicle is directly related to a County provided service. Because drivers may work in remote or isolated areas, they may occasionally encounter a stranded motorist. Drivers should know that: 1. There is no obligation to stop and render assistance; 2. All objective circumstances regarding personal safety should be considered before electing to stop; 3. The only preauthorized action is to help connect the stranded motorist with appropriate roadside assistance. Safety and Security Safe driving practices can result in fewer traffic incidents. Drivers should be well prepared for operating a vehicle before using roadways. Safe driving requires concentration on driving, avoiding distractions, and practicing defensive driving techniques. Drivers are expected to obey all traffic laws and regulations to reduce the risk of accidents, in spite of unsafe driving by others and/or adverse conditions. Specific safety and security measures applicable to County drivers are as follows: Policy # RM-1, Driving on County BusinessNehicle Operator Standards Page 4 Operators of County vehicles, equipment, or other vehicles used on County business shall obey all traffic laws, equipment, registration and licensing requirements applicable to the vehicle. Heavy equipment operators shall comply with applicable regulations governing the use of such equipment. Operators and passengers of vehicles equipped with safety belts are required to wear safety belts. Operators of off-road equipment are required to use lap belts and/or shoulder straps as supplied by the manufacturer. It is the responsibility of the operator to see that all passengers are in compliance. Airbags shall be operable and under no circumstances should a manual override switch be used to turn off airbags. 3. Except for those who are required to use cellular phones and two-way radios as part of their regular job duties (e.g., road crews and law enforcement), drivers shall not make or receive calls while driving on County business. If the need arises to make or receive a cell phone call while driving, the driver shall stop the vehicle in a designated parking area before using the phone. If roadside parking is permissible and conditions allow forsafe parking, drivers may pull to the side of the road to make or receive a call. 4. All County vehicles shall be equipped with general safety equipment which includes road flares or traffic signaling devices, fire extinguisher, first aid, and accident reporting kits. 5. Operation of a motor vehicle on County business, whether privately or County owned, while consuming or under the influence of alcohol or controlled substances, is prohibited and will be grounds for immediate termination. 6. No driver shall operate a vehicle on County business while using medications that may impair their ability to operate a motor vehicle. If labels on medications warn against operating a motor vehicle or machinery, use of vehicles on County business is prohibited. Vehicles shall not be operated when the driver's ability to react is impaired for any reason, including illness. 7. When unoccupied, a vehicle shall be secured by whatever means possible, depending on the vehicle or equipment type. If the vehicle has locking doors, they must be locked when the vehicle is unattended. Emergency and law enforcement vehicles are exempted, providing the department has alternative security measure in place, which do not hamper operational requirements. Equipment and vehicles that cannot be secured by means of a locking door must be secured or rendered inoperable by some other means. 8. Valuables, such as radios, cameras, cell phones, and other County equipment sensitive to theft shall be removed from the County vehicle at the end of each work shift. Department heads shall institute formal policies for addressing the safety and security of all vehicles, equipment and trailers for which they are responsible. The County is not responsible for the loss of any personal property. 9. County representatives may not transport hazardous materials (except as may be required or permitted as part of the job assignment by the County) or illegal materials in any vehicle used for County related business. 10. When adverse weather makes driving conditions hazardous, supervisors should reassign or reschedule job duties until such conditions have abated. This does not apply to police and emergency personnel or to Road Department employees who are specifically assigned to clear roads and rights of way of hazards created by adverse weather conditions. Policy # RM-1, Driving on County BusinessNehicle Operator Standards Page 5 11. No authorized driver shall relinquish to a non-authorized individual the operation of a County vehicle unless an emergency exists. 12. Supervisors shall ensure that drivers have read and acknowledge that they understand Deschutes County's driving policy (Appendix C) Accident Reporting to DMV Any person who is covered by the Applicability section of this policy and is involved in an accident while driving on County business, whether the accident involves a personal or County vehicle, may be responsible for reporting the accident to the DMV, if the accident meets reporting criteria. An Oregon Traffic Accident and Insurance Report form must be submitted to the Oregon Department of Driver and Motor Vehicle Services within 72 hours of the accident, or as soon as possible, if it is determined the accident meets reporting criteria. The driver shall provide copies of the DMV accident report to Risk Management and their supervising department. The driver may consult with Risk Management to determine current reporting requirements. As of July 2006, the following is applicable: Damage to your vehicle is over $1,500; Injury (no matter how minor) or death; Damage to any one person's property over $1,500; Any vehicle has damage over $1,500 and any vehicle is towed from the scene as a result of damages. The failure to report an accident is a Class B violation and may result in the suspension of driving privileges. All reportable accidents, as defined in this section; trust also be reported by the=driver to the supervisor and the Risk Management Department. In addition to DMV reporting requirements, any physical damage to County vehicles or any injury must be reported to the Risk Management office within 24 hours using the Department's Report of Property Damage and/or the Incident/Accident Report form available on the County's intranet site. County Vehicle Insurance Deschutes County has established a self-insurance fund under ORS 30.282 for, and on account of the operation of motor vehicles within the County's.control. Uninsured motorist coverage is provided at minimum levels required by ORS 806.070. Personal Injury Protection (P.I.P.) benefits are not provided [ORS 278.215 (2)]. Limits of Liability: 1. The maximum Deschutes County will pay for damages resulting from any one accident is: a) $25,000 because of bodily injury to or death of any one person in any one accident; b) Subject to that limit for one person, $50,000 because of bodily injury to or death of two or more persons in any one accident, and; c) $10,000 due to injury to or destruction of the property of others in any one accident. This limit of liability is the maximum limit of liability for all damages, including damages for care, loss of services or death, arising out of bodily injury sustained by any one person in any one accident. Subject to this limit for each person, the limit of liability for each accident for uninsured motorist coverage is the maximum limit of liability for all damages for bodily injury resulting from any one accident. This is the most Deschutes County will pay regardless of the number of: Policy # RM-l, Driving on County BusinessNehicle Operator Standards Page 6 a) Covered Persons; b) Claims made, and/or; c) Vehicles covered. It is the intent of the County's vehicle insurance coverage set forth above to provide the minimum amount of coverage under State of Oregon Financial responsibility Law and not otherwise. A copy of this provision shall constitute proof of compliance with the Financial Responsibility Requirement of the State of Oregon. Vehicle Maintenance Only authorized Sheriff's and Road shop personnel shall service, repair, or assign outside repairs to County vehicles. Smoking in County Vehicles Because of the safety hazards and as a courtesy to others who use County-owned vehicles, smoking in County-owned vehicles is prohibited. Drivers shall leave vehicles clean for the next user. Approved by the Deschutes County Board of Commissioners Dave Kanner County Administrator Policy # RM-l, Driving on County BusinessNehicle Operator Standards Page 7 APPENDIX A Requirements of an Acceptable Driving Record Offense Type Age of Conviction Violation Class Year I Point Value Year 2 Point Value Year 3 Point Value Year 4 Point Value Year 5 plus Point Value A (VA) (IA) 10 9 8 7 6 B (VB) (IB) 7 6 5 4 3 C (VC) (IC) 5 4 3 2 1 D (VD) (ID) 4 3 2 1 0 Misdemeanor Class Year 1 Point Value Year 2 Point Value Year 3 Point Value Year 4 Point -Value Year 5 plus - Point Value' A (MA) 35 30 25 20 15 B (MB) 30 25 20 15 12 C (MC) 25 20 15 12 10 Felony Class Year 1-5 Point Value _ Year 6+ Point Value A (FA) Unacceptable 20 B (FB) Unacceptable 18 C (FC) Unacceptable''- 16 Suspensions and Revocations Driving is prohibited under a current suspension or revocation of driving privileges. Two or more suspensions within a five year period will be reviewed by Risk Management and supervising department. See Policy No. _ for more information. Accidents Two or more accidents within a five year period will be reviewed by Risk Management, supervising department and/or an Accident Review Committee. See Policy No. for more information. RATING: 0-15 = ACCEPTABLE 16-20 = PROBATION 21+ = UNACCEPTABLE Risk Management representatives are available to assist departments in evaluating driving records. Policy # RM-1, Driving on County BusinessNehicle Operator Standards Page 8 APPENDIX B DRIVER'S LICENSE AND INSURANCE INFORMATION Attach a copy of your auto policy and provide copies of any policy changes or renewals. Name: (Last) (First) (MI) Department: Current Driver's License No.: State of Issuance: Insurance Agent: Agent Phone No.: Insurance Policy No.: I, the undersigned, hereby certify that I have an active automobile insurance policy that meets all legal requirements of the State of Oregon, and I agree to keep such insurance in force as long as I drive my vehicle on official County business. Signature. Date: License Type (Class): Automobile Insurance Company: Policy # RM-1, Driving on County Business/Vehicle Operator Standards Page 9 l~ '2 < APPENDIX C I, with (Please print) (Department) hereby certify that I have read Deschutes County Policy No.: , "Driving on County Business & Vehicle Operation", and I fully understand this policy as it pertains to my driving responsibilities with Deschutes County. Policy # RM-l, Driving on County BusinessNehicle Operator Standards Page 10 Deschutes County Administrative Policy No. GA-4 " Effective Date: FOOD AND REFRESHMENTS STATEMENT OF POLICY It is the policy of Deschutes County to purchase food and refreshments for meetings and functions only in those circumstances and for activities that are clearly related to county business and for which scheduling necessitates the provision of food. APPLICABILITY This policy applies to all County personnel authorized to makepurchases of food or refreshments. This policy does not apply to concessionaires or vendors who have contracts with the county. This policy does not apply to departmental purchases of coffee; tea and related supplies for employee consumption. POLICY AND PROCEDURE Food and beverage purchases are acceptable for certain business-related activities involving county employees. Purchases of food, beverages and refreshments must comply with applicable Oregon Government Standards and Pratices Commission statutes. In all cases, the prudent person rule should be applied, using good judgment in public perception of county spending. For example, full meals should not be purchased if a beverage or light refreshment is appropriate for the circumstance. Food and refreshment purchases generally are not allowable for activities involving routine, day-to-day work activities and meetings. Expenditures for food and refreshment purchases shall not, on an equivalent basis, exceed the limits established for per diem reimbursement, as sho u in Policy,No. F-1, Reimbursement for Miscellaneous Expenses. Situations in which food or refeshments are appropriate include, but are not limited to: Board appointed committee and commission meetings; public meetings to gain input on County programs; grand juries; volunteer recognitions; professional meetings with clients or customers; out-of=town travel and training; county sponsored or co-sponsored conferences and meetings; department retreats; special staff development activities if activities continue through the lunch hour; and unscheduled or unusual work activities that require employees to remain at the work site through the lunch or dinner hour. Examples of qualifying unscheduled or unusual events are election and emergency,operation center activities, and collective bargaining sessions that do not recess for meals. In addition, meals provided for skills trainers who are required to dine with clients as part of their work assignment for the purpose of teaching socialization skills and appropriate behavior are acceptable. Instructions for meal purchases relating to out-of-town travel and training are outlined in Policy No. F-1. Situations where food/refreshments should not be purchased include, but are not limited to: service club meetings such as Rotary and Kiwanis; retirement functions; Christmas parties, birthday celebrations, and similar events; regular department staff meetings; and meetings between or among County employees that could be scheduled during normal work hours. Meetings between or among County staff shall normally be scheduled in such a way as to not extend through the lunch hour. Policy # GA-4, Food and Refreshments Page I Purchases of alcohol are prohibited regardless of the circumstances, with the exception of purchase of beer or wine to be sold by the Fair and Expo Department or its contracted food concessionaire at a sanctioned county event. A liquor liability insurance policy is mandatory for any such event. Members of the Board of Commissioners should exercise discretion and prudent judgment in the purchase of food and refreshments for which reimbursement is expected. Commissioner food and refreshment purchases should be made only in the course of conducting county business or on those occasions when the furtherance of county interests warrant such purchases. All food reimbursement requests submitted by a commissioner shall be reviewed and countersigned by one other commissioner. This policy is not intended to prohibit the expenditure of county funds for the attendance of authorized county personnel at the business meetings of local service partners (e.g., Chambers of Commerce, Central Oregon Visitors Association, etc.) or other local government agencies when such business meetings have been scheduled for meal times ;and`a charge is assessed for the meal. However, County funds shall not be expended for spouses or other guests who, are not authorized county personnel. Exceptions to this policy may be granted only by written authorization from the county administrator. In these cases, the writtenattthorization>shall be submitted with the reimbursement request. The following table provides a guideline for allowable food and refreshment purchase. Meeting Scenario Eligible for County purchase or reimbursement? Between county administrator and department ; director(s) No, except at director retreat Between department directors, or between department directors and other departmental staff No Between county management/department director and other non-county govt officials No, unless meeting cannot be scheduled except at meal time Between county staff and contractors/consultants No, unless meeting cannot be scheduled except at meal time Employee recognition Yes, if approved in advance Volunteer recognition Yes, but use good judgment regarding frequency Retirement and similar fmictions No County sponsored or co-sponsored training functions Meals, no, unless a free-time meal break is not possible or practical. Light refreshments (coffee and cookies, etc.), yes. Advisory committee meetings Yes Commission on Children and Families meetings Yes Planning Commission meetings Yes Budget Committee meetings Yes Special project/town hall meetings open to the public Yes Policy # GA-4, Food and Refreshments Page 2 Staff retreats Yes, if a free-time meal break is not possible or practical, or if food is included in room rental fee Interview panel Yes, if a free-time meal break is not possible or practical Regular department or program staff meetings No Meals for employees called in to work or Yes, if an unscheduled event and meal break working extra hours (e.g., snow removal, cannot be taken. elections, emergency operations center, etc.) No, if a scheduled event. Search and rescue crews on active S&R missions Yes Grand jury Yes Christmas parties, birthday celebrations and No similar events Water and electrolyte-replacement drinks for Yes, during summer months only. (Memorial road maintenance crews Day weekend through Labor Day weekend) Meals for skills trainers or other employees who Yes dine with clients for the purpose of teaching socialization skills and appropriate behavior Approved by the Deschutes County Board of Commissioners Policy # GA-4, Food and Refreshments Page 3 Deschutes County Administrative Policy No. GA-2 Effective Date: aa~. PUBLIC RECORDS REQUEST POLICY STATEMENT OF POLICY It is the policy of Deschutes County to respond in an orderly and expeditious manner In accordance with federal and state law to requests to inspect or receive copies of public records maintained by Deschutes County. APPLICABILITY This policy applies to all County departments. POLICY AND PROCEDURES In General Deschutes County recognizes the right of the public to access certain public records maintained by the County in accordance with federal and state law.'. The County also recognizes that certain records maintained by the County are not public records or may be exempt from public disclosure and that a request to access public records may require a balancing of the right of the public to access the records, individual privacy rights, governmental interests, confidentiality issues and privilege issues. Additionally, when the County responds to requests to inspect or copy records, costs are incurred by the County. This policy is adopted to balance these competing interests, to establish an orderly and consistent procedure for responding to public records requests and to support the adoption of a fee schedule designed to reimburse the County for the actual costs incurred in responding to public records requests. Responding to Public Records Requests The following procedures shall be followed in responding to requests to inspect or receive copies of public records, maintained by Deschutes County: 1. Subject to the following exceptions, all requests to inspect or copy public records maintained by Deschutes County shall be made in Writing sufficient to identify the specific document or document& requested or the category or categories of documents requested. Under the following circumstances; documents may be provided without a written request: a. Documents made generally available to the public at public meetings; b. When, in the judgment of the County, the request is clear and the number of records to be made available or provided is de minimus; c. When, in the judgment of the County, it is more efficient and better serves the public interest to make available or provide copies of requested records without requiring the request to be in writing; and d. Subject to approval by the County Administrator, any Department may establish a Departmental policy to allow verbal requests for public records maintained by the Department which are routinely requested by members of the public as part of the Department's regular work. Policy # GA-2, Public Records Requests Page I ;I 2. The person or entity making a public records request will not be required to disclose the reason or motive for the request unless it is determined by the County that the reason or motive for the request is relevant to determine whether a requested record is exempt from disclosure under a conditional exemption as set forth in ORS 192.501. 3. Each Department Head shall designate a person in his or her Department to be responsible for responding to public records requests made to the Department (Records Custodian). If a Department Head does not designate a person, the Department Head, unless the Department Head is an elected official, is responsible for responding to public records requests made to the Department. If the Department Head does not designate a person and the Department Head is an elected official, the Administrative Assistant to the Board of County Commissioners shall be the person responsible for responding to public records requests made to the Department. 4. Any request for access to public records maintained by Deschutes County may be referred to Deschutes County Legal Counsel for review before a responseis issued or records are provided for inspection or copying. Any request for public record's which involves litigation or arbitration, except Tax Court proceedings, to which the County :is"a party, or is reasonably likely to become a party, shall be referred to Deschutes County Legal Counsel for review and response. 5. When a request for public records is received, a review will be conducted to determine what public records, if any, exist which are responsive to the request and to determine if any responsive records may be exempt from disclosure. County shall not be required to compile information or create reports related to requested public records. County may impose reasonable rules or restrictions to protect requested records and to prevent interference with the regular discharge of duties by County staff. 6. County reserves the right to seek clarification of any public records request before responding to the request. County reserves the right to deny any public records request if the request is sufficiently vague or unclear that the County cannot reasonably determine what records have been requested. 7. Once it is determined what responsive records, if any, exist, if the requested records are not promptly available, the person responsible for responding to the request will notify the requestor in writing of: a. An estimate of when the requested records will be available for inspection or copying; b. Whether or not the'. County intends to withhold any records on the basis that they are exempt from disclosure or do not constitute public records; and c. The estimated fee to be charged for making the records available to the requestor or to copy the requested records. 8. The fee to be charged for providing records in response to a public records request will be in accordance with the fee schedule adopted by County which is in effect at the time the request is submitted to County. Such fee shall be reasonably calculated to reimburse County for its actual costs in making the records available and may include: a. Charges for the time spent by County staff or any County contractor to locate the requested public records, to review the records in order to determine whether any requested Policy # GA-2, Public Records Requests Page 2 fi records are exempt from disclosure or do not constitute public records, to segregate exempt records, to supervise the requestor's inspection of original documents, to copy records, to certify records as true copies and to send records by special or overnight methods such as express mail or overnight delivery; and b. A per page charge for copies of requested records. 9. County, at County's option, may prepare an estimate of the charges that will be incurred to respond to a public records request and County may, at County's option, require prepayment of the estimated charges before copying any of the requested records or making the records available for inspection or copying. If the actual costs incurred by County to respond to a records request are less than the amount of any required prepayment, the overpayment will be refunded promptly to the person or entity making the prepayment. If the actual costs incurred by County to'respond to the request are more than the amount of the prepayment, County shall charge the, requestor for all such additional costs. 10. County, at County's option, may make available or provide requested records in hard copy or in electronic format. 11. Unless otherwise prohibited by law, County may, at County's discretion, furnish copies of requested records without charge or at:a.reduced fee if County determines that the waiver or reduction of fees is in the public interest. 12. County shall provide a reasonable opportunity for the inspection, examination or copying of requested public records which are not exempt from disclosure.. Unless otherwise approved in advance and in writing by'the Department Head of the Department to which the public records request is made or the County Administrator, any inspection, examination or copying of requested records shalt, be done in County offices during regular County business hours. Approved by the Deschutes County Board of Commissioners Dave Kanner County Administrator Policy # GA-2, Public Records Requests Page 3